Infrastructure And Application Consolidation Analysis And Design

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Infrastructure and Application Consolidation Analysis and Design

Alan McSweeney

Objectives • To

provide an understanding of the benefits of undertaking an infrastructure consolidation analysis and design exercise

• To

describe the scope and outputs from an infrastructure consolidation analysis and design exercise

November 26, 2009

2

Agenda • Approach

to infrastructure consolidation analysis and

design • Consolidation

options

• Consolidation

issues

• Analysis

and design scope

• Analysis

and design delivery

• Analysis

and design deliverables

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3

Goal of Consolidation • Reduce

complexity

• Reduce

cost of operation and administration

• Increase • Do

flexibility and responsiveness

more with less

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4

Infrastructure and Application Consolidation Analysis Objectives •

Understand the existing application and infrastructure landscape



Provide details on application and infrastructure consolidation options and costs



Produce optimised system architecture



Identify hardware and software options and vendors



Produce implementation plan



Identify issues and resolutions



Produce vendor independent design



Provide all the facts needed to understand if server virtualisation and consolidation will deliver you bottom-line benefits



Does not conflict with implementation of virtualised infrastructure by any vendor

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5

Consolidation Areas • Consolidation

and virtualisation areas

− Server − Desktop − Storage • Which

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areas are you interested in?

6

Infrastructure Business Drivers

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7

Application and Consolidation Options

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8

Why Do It •

Virtualisation on its own may not be the best solution − Can hide some problems − Same number of server images and applications, just not physical



Comprehensive application and infrastructure consolidation view allows organisation see bigger picture



Look at bigger picture to identify wider set of cost savings opportunities



Identify all issues



Provide business case for investment



Provide a checkpoint before selecting implementation vendor

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9

Sample Consolidation Reasons

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10

Sample Information Technology Infrastructure Issues •

Cost and related issues tend to dominate

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11

Objectives of Analysis • • • •

• • • • • • • • •

To produce an inventory of the servers and applications and identify servers and applications eligible for virtualisation/consolidation To ensure that the implementation of any server virtualisation architectures takes into account planned and likely IT, infrastructure, organisation and operational changes and the IT strategy To audit the existing server environment including performing capacity planning and performance analysis on the Windows servers To define a server virtualisation/consolidation operational architecture and model, including disaster recovery and business continuity, data management and recovery, monitoring and reporting, capacity management, patching, To identify server virtualisation implementation options and their advantages and disadvantages To produce a cost benefit analysis for the implementation of server virtualisation To identify and document disaster recovery and business continuity requirements To understand the applications and infrastructure to be recovered To produce an implementation plan including internal and external resources required To quantify the costs associated with implementing the solution To identify any infrastructural requirements and pre-requisites such as facilities and communications network To produce material that can be included as part of any tendering process for the procurement of a server virtualisation/consolidation solution To define evaluation criteria for assessing responses to any tenders November 26, 2009

12

Infrastructure Consolidation and Virtualisation Key Issues 1.

Data and storage management − All data on a SAN − Potential for changes to backup and recovery arrangements

2.

Resource allocation and reservation

3.

Server monitoring and reporting

4.

Business continuity and disaster recovery − Virtualisation is a key enabler of business continuity

5.

Server request process management − Processes for managing requests for new servers and for capacity planning and management − Requests for new servers and new hardware no longer connected

6.

Networking November 26, 2009

13

Data and Storage Management •

Existing Backup Arrangements

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Possible New Backup Arrangements

14

SAN Capacity And Sizing • Virtualisation

of servers drives SAN storage and I/O capacity utilisation

• Physical • Need

server HBAs shared between virtual servers

to know the potential impact

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15

Resource Allocation and Reservation • Reserve

resources to provide capacity for

• Growth • Recovery

at main site

• Recovery

at backup site, if implemented

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16

Resource Allocation and Reservation

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17

Resource Management During Recovery

HA Cluster Server 1

VM1

VM2

VM3

Limit

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Server 2

VM4

VM5

Reservation

VM6

VM7

VM8

Actual Usage

18

Resource Management During Recovery

HA Cluster Server 1

VM1

VM2

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VM3

Server 2

VM4

VM1

VM2

VM3

VM4

VM5

VM6

VM7

VM8

19

Server Monitoring and Reporting •

Consistent approach to hardware and software monitoring for physical and virtual infrastructure

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20

General Monitoring Requirements •

To get a functional view of service availability that encompasses all elements of a system or application, including hardware and software



To create a service oriented view of key business systems, including description of service



To present management with a comprehensive view of the availability and status of a system



To provide management reporting on system and application status and availability



To provide an analysis, business intelligence and reporting tool for integrated system and application availability



To enable end-to-end compliance with SLAs and OLAs to be determined November 26, 2009

21

System Monitoring and Alerting Challenges • No

single view of the status of all infrastructure

• No

single view of system availability

• No

information and no measurements

• No

collection of capacity and usage information

• No

auditing of system access

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22

System Monitoring and Alerting • Monitor • Enable

all elements — hardware and software

monitoring and auditing of servers and clients

• Database

of problems

• Pro-active • Online

alerting

reporting

• Measure

usage

• Capacity

management and planning

• Integrated

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service management

23

Business Continuity and Disaster Recovery

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1.

Core server infrastructure virtualised for resilience and fault tolerance

2.

Centralised server management and backup

3.

SAN for primary data storage

4.

Backup to disk for speed

5.

Tape backup

6.

Two-way data replication

24

Resilience

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Virtual infrastructure in HA (High Availability) Cluster



Fault tolerant primary infrastructure



Failing virtual servers automatically restarted



Dynamic reallocation of resources



Reduces need to invoke business continuity plan 25

Business Continuity and Disaster Recovery

November 26, 2009



Failing servers can be recovered on other site



Virtualised infrastructure will allow critical servers to run without the need for physical servers



Virtualisation makes recovery easier — removes any hardware dependencies 26

Sample Highly Resilient Infrastructure

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27

Sample Server Processes •

Processes to support the creation and management of new and existing servers



Provides checklist of actions



Provides transparency

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28

Networking • Virtualising • Physical • Need

servers drives network usage

NICs shared between virtual servers

to know the potential impact

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29

Desktop Consolidation • Application

Delivery and Management analysis

• ADM

is an integrated set of service offerings around desktop and laptop application delivery and management, encompassing a range of solutions, depending on customer requirements

• ADM

examines a range of server and desktop operational and management platforms

• Deliver

the most appropriate application delivery and management solution to meet customer requirements

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30

ADM Analysis • ADM

model will focus on the means of delivering the application to the user

• Delivery

models:

− Hosted application with user access via PC or thin client − Dynamically delivered application on request − Hosted virtualised desktop with user access via PC or thin client − Centralised distribution of software to clients

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31

ADM Application Delivery Points

Dynamically ServerBased Application Access

Automated Distribution of Software Updates to Desktops

3

4

Server

2

Desktop

1 Hosted Applications Hosted Virtualised Desktop

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32

Traditional Application Delivery •

Applications loaded on PCs



Significant management overhead and cost − Applications must be updated − Desktop operating system must be updated

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33

Centralised Application Distribution and Management •

Roll-out software from central application update distribution server − Install new applications, based on roles − Install application updates − Update operating system



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Access via standard PC

34

Hosted Desktop •

Applications packaged and hosted on application deliver servers



Access via thin client or PC − PC — allows local software and data − PC — still requires operating system and updates

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35

Virtualised Desktop •

Desktop virtualised and hosted − Entire desktop including operating system, applications and data



Access via thin client or PC − PC — allows local software and data − PC — still requires operating system and updates



Thin client − No software − Full desktop experience

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36

Storage Virtualisation •

Simplify storage environment



Centralisation to reduce the number of locations where data is stored to only those that are really needed − Reduce the number of points of management and the number of physical devices − Fewer elements to reduce the chance of error or failure, avoid the creation of islands of storage, and take better advantage of economies of scale



Physical consolidation to smaller number of larger-capacity devices



Application integration by moving applications from clusters or multiple linked- servers to a smaller number of storage devices

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37

Storage Virtualisation •

Increase resource utilisation by combining the storage capacity of multiple disk arrays into a single reservoir of storage



Improve productivity by enabling administrators to manage their reservoir of storage from a single user interface centrally



Enable a tiered storage environment where the cost of the storage can be matched to the value of the data



Assist with the consolidation of resources and simplification of management to help reduce cost and complexity



Enable use of heterogeneous hardware providers with common server management, storage management, and copy services software

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38

Storage and Connectivity Technologies and Protocols • FCP • iSCSI • NFS • CIFS • SATA

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39

Storage Virtualisation •

Common storage presentation layer across all



Support multiple protocols across multiple physical devices



Support multiple storage devices

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40

Scope of Service to •



Site Discovery − Server and Application Inventory − Virtualisation Architecture and Implementation Options − Identification of Requirements − Identification of Virtualisation Exclusions − Disaster Recovery and Business Continuity Requirements − Data Management Requirements − Quantification of Cost Savings − Definition of Virtualisation Benefits − Information Technology Strategy − Projected Server Requirements − Capacity Planning Consolidation Architecture − Definition of Physical Architecture − Definition of System Management Model − Implementation Roadmap and Schedule − System Availability and Continuity of Operations November 26, 2009



• •

− Detailed Delivery Plan − Infrastructure Acquisition − Virtualisation Installation, Configuration and Implementation − Server Migration − Documentation, Training and Handover Requirements − Operation, Maintenance, Support and Administration Requirements − System Benefits Financial Analysis − Business Case − Project Costs − Project Savings Draft Solution Presentation Final Solution Documentation And Presentation

41

Business Case Preparation

Strategic Fit Business need and its contribution to the organisation's business strategy Key benefits to be realised Critical success factors and how they will be measured.

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Options Evaluation and Procurement and Identification Implementation Cost/benefit analysis of Proposed sourcing realistic options for option with reasons meeting the business need Key features of proposed commercial Statement of possible arrangements soft benefits that cannot be quantified in Procurement financial terms approach/strategy with supporting details Identify preferred option and any tradeoffs

WholeWhole-Life Costs Statement of available funding and details of projected whole-life cost of project (acquisition and operation), including all relevant costs Expected financial benefits

Plan for Achievement Plan for achieving the desired outcome with key milestones and dependencies Contingency plans Risks identified and mitigation plan External supplier plans Resources, skills and experience required

42

Benefits • Produce

design before embarking on implementation

• Milestone

before proceeding further

• Allow

detailed cost and time estimates for implementation project

• Give

certainty to costs and schedule

• Enables

controlled innovation

• Vendor

independent analysis and design

• Build

on proven architecture design skills and experience

• Backed November 26, 2009

by architecture design methodology 43

Infrastructure and Application Consolidation Analysis Service Delivery Process •

Six steps − − − − − −

Assessment Inventory Workload Data Collection Analyse Data Design and Specify Solution Including Options Documentation and Planning

Assessment

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Inventory

Record

Analyse

Design and Specify

Documentation and Planning 44

Sample Server Utilisation Analysis — Multiple Different Physical Server Models

Percentage Utilisation

120.00

100.00

80.00

60.00

40.00

20.00

0.00

APDAPP1

APDAPP2

APDAPP3

APDDOMAIN

APDEXCHANGE

APDEXCHANGE2K

APDFILE001

APDGEMQ

APDMQ

APDPRINT

APDREP1

APDTEST01

APDTEST02

APDWEBAPP1

APDWEBAPP2

APDWEBTEST

APDWEBTEST02

APFSEXCH1

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45

25.00

5

20.00

4

15.00

3

10.00

2

5.00

1

0.00

0

APDAPP1

APDAPP2

APDAPP3

APDDOMAIN

APDEXCHANGE

APDEXCHANGE2K

APDFILE001

APDGEMQ

APDMQ

APDPRINT

APDREP1

APDTEST01

APDTEST02

APDWEBAPP1

APDWEBAPP2

APDWEBTEST

APDWEBTEST02

APFSEXCH1

Consolidated Servers

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Number of Consolidated Servers

Percentage Utilisation (Common Server Model)

Server Utilisation Normalisation and Consolidated Sizing — Including Business Continuity

46

Infrastructure and Application Consolidation Analysis Service Delivery Process •

Assessment



− Analyse inventory and performance data

− Questionnaire − Qualification of scope •

Inventory − Install tools to gather application and server inventory



Workload Data Collection − Collect application and server utilisation and performance information

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Analyse



Design and Specify − Identify options and architectures



Documentation and Planning − Produce detailed planning and financial analysis

47

Deliverables •

Documented site audit including capacity planning and performance analysis of applications and servers



A defined and documented application consolidation architecture that includes disaster recovery and business continuity, data management and recovery, monitoring and reporting, capacity management



Quantified costs for implementing the solution identifying all costs: hardware, software, infrastructure, services



Implementation options and plans



Quantified cost savings

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48

Sample Analysis and Design Report Contents • •

• •

• •





1. Executive Summary 2. Introduction, Purpose and Scope − 2.1 Objectives of this Analysis − 2.2 Summary of Information Sources − 2.3 Definitions 3. Site Discovery 3.1 Server and Application Inventory − 3.2 Server Configuration − 3.3 Data Storage and Access − 3.4 Existing Information Technology Structure and Operations − 3.5 Software Products and Vendors − 3.6 Infrastructure 4. Current Issues and Requirements 4.1 Business Requirements and Issues − 4.2 Information Technology Requirements and Issues − 4.3 Information Technology Strategy and Planned and Likely Developments 5. Capacity Planning and Performance − 5.1 Server Performance and Capacity − 5.2 Server Capacity Projections − 5.3 Server Virtualisation Anomalies, Issues and Resolutions − 5.4 Server Virtualisation Options and Advantages and Disadvantages 6. Server Virtualisation Architecture − 6.1 Virtualisation System Architecture and Configuration − 6.2 Server Virtualisation Solution Design − 6.3 Definition of Physical Architecture − 6.4 Virtualisation Architecture and Implementation Options − Reporting and Administration Model

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• •





− 6.5 Identification of Virtualisation Exclusions − 6.6 System Availability and Continuity of Operations − 6.7 Data Management, Backup and Recovery − 6.8 Definition of System Operation, Management, 7. Implementation Plan and Schedule 7.1 Project Plan and Schedule − 7.2 Project Organisation and Structure − 7.3 Project Resources − 7.4 Project Assumptions − 7.5 Project Risks − 7.6 Project Issues − 7.7 Project Dependencies − 7.8 Testing and Cutover 8. Financial Analysis − 8.1 Project Costs − 8.1.1 Infrastructure Requirements and Costs − 8.1.2 Software Licence Costs − 8.1.3 Project Costs − 8.2 Project Savings and Benefits • 8.2.1 Server Reuse • 8.2.2 Server Acquisition Deferral • 8.2.3 Environmental Savings • 8.2.4 Operations and Management Savings • 8.2.5 Project Benefits 9. Tendering for Server Virtualisation − 9.1 Tender Technical Material − 9.2 Tender Response Evaluation − 9.3 Identification of Possible Vendors

49

Next Steps After Analysis and Design

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50

Analysis and Design Effort • Duration

— 20 - 40 days — depends on

− Requirements − Complexity of existing infrastructure − Backup, recovery and data and storage management − Business continuity and disaster recovery − Level of design detail − Include a sample tender − Business case − Analyse applications − Include operations and support processes • Complete

analysis, design and documentation with options and implementation plan

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51

More Information Alan McSweeney [email protected]

November 26, 2009

52

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