IBM CLOUD-OPEN BY DESIGN

© 2016 IBM Corporation
IBM Cloud – Open By Design
Le Nhan Tam, Ph.D.
IBM Cloud Advisor

2Page© 2016 IBM Corporation
Executive
summary
− Cloud computing has matured to become a platform for business
transformation.
− Enterprises need a hybrid cloud model, based on open standards,
to facilitate portability and consistency.
− IBM is committed to open software and offers a portfolio of OpenStack-
based cloud offerings that cover the spectrum of cloud deployments.
− Our private cloud-as-a-service offerings are designed to offer the
security and predictability of a private cloud with the ease of public
cloud deployment.
− IBM Blue Box Dedicated offers a dedicated, scalable cloud infrastructure:
• Hosted on SoftLayer® infrastructure in IBM Cloud data centers around
the world
• Managed by a team of specialists
• So your organization can focus on applications, while we fully manage
the infrastructure
− IBM Blue Box Local extends the experience of Blue Box Dedicated to your
company’s choice of premises by delivering identical OpenStack-powered
capability locally in your data center.

Cloud is no longer just a cost-efficient computing
model. It has matured to become a platform for
business transformation.
1
IaaS1-centric
Virtual compute
Reduced cost storage
Traditional app
hosting
2
3
Cost
Innovation
Business value
PaaS2-centric
DevOps tooling
Web and mobile apps
Basic analytics
Hybrid integration
High-value solutions
Cognitive apps
Advanced analytics
Internet of Things
Cost efficiency
Value
Essential integration
1IaaS (infrastructure as a service); 2PaaS (platform as a service)

To win in the new digital economy, organizations
must choose the right cloud computing model.
You need a set of consistent, open and powerful choices to satisfy the varied
needs of your apps and data.
Sharing
and opacity
Control and
transparency
On-premises
dedicated
On-premises
virtualized Dedicated Shared
A hybrid cloud model can deliver the freedom to choose and
change your environments, data and services as required.

Hybrid cloud must be open by design.
Open standards:
− Are used by an active community that facilitates faster
innovations
− Provide a common foundation and compatible
interfaces that enable portability across cloud models
and prevent vendor lock-in
− Limit the need for specialists to build custom interfaces
− Meet user needs because they are the result
of collaboration across clients, providers, vendors
and developers
Open
standards
IBM is committed to OpenStack―from local to dedicated to public―so that you
have consistency among all three environments.

You need to be able to integrate, manage and
secure hybrid environments seamlessly.
Key connections:
Integration Visibility
and control
Security
DevOps Portability Data
management
Private
Public
Off-premises
Private
On-premises

IBM offers choice with consistency to meet your
need for interoperability.
Private cloud
Dedicated
(Off-premises)
Cloud management
(IBM Cloud Orchestrator, IBM UrbanCode® Deploy)
Public cloud
Public Local
(On-premises)
IBM® Bluemix®
Public Dedicated Local
IBM Blue Box®

IBM Blue Box is a single-tenant private cloud as a
service (PCaaS) running on OpenStack.
More predictable
performance
Dedicated, not shared,
resources
Enhanced security
and privacy
Physical separation from
other clients
Managed infrastructure
with OpenStack
as a service
Greater speed and agility
Scale up or down;
resources sold by node
or volume
Open standards and
portability
With OpenStack, assets
can be reused and
transferred to other
OpenStack deployments

Private cloud as a service offers the security,
control and predictability of private cloud with the
ease of public cloud.
IBM Blue Box
Public cloud
− Fast to deploy
− Scalable
− Easy to use
− Elastic capabilities
− Irregular performance
− Vendor lock-in
Private cloud as a Service
− Dedicated PCaaS
− Fast and flexible
− Predictable performance
− Dedicated environment
− Security controls
− Private line, virtual private
network (VPN) or
cross-connect
− Dedicated infrastructure
as a service
Private cloud
− Security controls
− Cost control
− Open standards
− Integrate to existing IT
− Challenging to scale
− Capital and staff intensive
+ +

Why IBM Blue Box cloud services?
Expedite time
to value
Automation and
standardization
enable faster
provisioning,
and SoftLayer’s
bare metal
provisioning
provides a
true cloud
consumption
model.
Manage
compliance
and regulatory
requirements
Not all
requirements
can be met with
public cloud.
Reduce cost
of private cloud
deployment
Focus on
developing
solutions, not
implementing
and maintaining
infrastructure.
Global reach
Global reach
through IBM
Cloud data
centers with
SoftLayer
infrastructure
is extended to
OpenStack in
a private cloud
deployment
model.
OpenStack
Support in
OpenStack
community
helps facilitate
portability of your
investment and
is an extension
of IBM’s
commitment.

IBM Blue Box
is designed to
meet key client
requirements.
Open technology − OpenStack Kilo provided as-a-service
Available
− Service-level agreement of 99.95 percent
on OpenStack management system, network
gateways, customer infrastructure and
hypervisors
Supported
− Around-the-clock support over telephone,
online tickets, forums and chat
− Response time objective of 20 minutes
Managed
− IBM specialists manage the infrastructure
and OpenStack management system
− Infrastructure built for non-disruptive updates
− Dedicated compute, storage and network
resources
− Enterprise-level security from the data center
through hardware
− Designed to IBM security policies and standards
− Near-continuous vulnerability scanning
Security-rich

IBM Blue Box
is designed to
meet key client
requirements.
(continued)
Responsive
− More predictable performance with dedicated
infrastructure
− Hosted on SoftLayer high-performing bare
metal servers
− More rapid setup time, not weeks or months
Scalable
– Expandable compute and storage
resource pools
Control
− Exposed OpenStack application programming
interfaces (APIs) and Horizon portal
Cost-effective
– More predictable pricing with monthly flat-rate
subscription
– Avoid up-front capital investment

IBM BlueBox
OpenStack and Box Panel

An open, interoperable cloud is critical for flexible
cloud deployments.
As a founding and platinum member of the OpenStack Foundation, we are committed
to its continued growth.
IBM employees working on OpenStack – from formation of the OpenStack Foundation
to code quality and new function
500+
IBM developers touched more than 280,000 lines of code for the October 2015 Liberty release280,000
IBM is in the top 4 in contributions to the last 5 releases of OpenStackTop 4
IBM dedicated developers in OpenStack projects120+

IBM Blue Box enables you to work with
OpenStack, not on OpenStack.
− More control over your cloud
• Scalability
• Elasticity
• Self service
− Management of cloud infrastructure
• Bandwidth management
• Billing and customer relationship
management (CRM) access
• Support and ticketing
− More control over total cost of ownership

IBM Blue Box is pre-populated with these licensed
virtual machine images.
– A public catalog—where images are available to all users—is prepopulated with popular
operating systems in a bring-your-own-license (BYOL) model.
• CentOS 6.5 x86_64
• CentOS 7.0 x86_64
• Red Hat Enterprise Linux 6.5 x86_64
• Red Hat Enterprise Linux 7.0 x86_64
• SUSE Linux Enterprise Server 11 SP3 x86_64
• Ubuntu Server 12.04 LTS x86_64
• Windows Server 2008 R2 SP1 Datacenter
• Windows Server 2008 R2 SP1 Enterprise
• Windows Server 2008 R2 SP1 Standard
• Windows Server 2012 R2 Datacenter
• Windows Server 2012 R2 Standard
– A private user image catalog is also available using tenant-uploaded images
and a BYOL model.

Blue Box Dedicated provides a low-risk, yet
scalable, converged OpenStack architecture.
Blue Box Dedicated features:
− Scalable, expandable and stable data center infrastructure
with options for capacity and services expansion
− Single-tenant, dedicated hardware
− Fully managed and maintained by OpenStack specialists
− Reference architectures that support minimal
configurations and expansion to thousands of instances
and terabytes of data
− Enterprise-grade service levels
− Available globally in IBM Cloud data centers
with SoftLayer infrastructure
Client
services
portal

The following are technical highlights of the latest
release of Blue Box Dedicated.
− OpenStack release: Kilo
• New support projects: Heat, Ceilometer and load
balancing as a service (LBaaS)
− Scale-out solid state drive (SSD)-based block storage option
− Scale-out object storage option
− Pre-populated public image repo or you can bring-your-own-
images (BYOI)
− Option for bring-your-own-IP (BYOIP) for private
IP address range
− Additional Blue Box dedicated-ready IBM Cloud data
centers with SoftLayer infrastructure
− Option to use IBM UrbanCode Deploy
Compute cluster
OpenStack
converged
architectures for
minimum footprint
Scalable with
dedicated
controllers
Storage clusters
SSD-based
block storage
Scale-out
object storage
Compute and storage capacity expansion
IP configuration options
App deployment options

Our solution building process is designed to be
simple, easy and modular.
Compute cluster
A.
Select base compute
cluster capacity
(standard or enterprise)
B.
Add dedicated
controllers (for
Scale, Ceilometer
or LBaaS)
Storage clusters
C.
Add object storage
cluster to enable
object storage
D.
Add block storage
cluster to enable
block storage
Capacity expansion options
E.
Add additional
compute nodes
(consistent with choice
in A) to meet desired
capacity
F.
Add additional object
storage nodes to meet
desired capacity
G.
Add additional block
storage nodes to
meet desired capacity

The Blue Box deployment model is designed to
enable a cost-efficient, minimum footprint, as well
as scalability.
− Start with hyper-converged cluster (Controller + Compute)
• Standard capacity
• Dedicated gateway and firewalls included by default
− Or choose enterprise capacity
• Double the resources and 10 Gbps connectivity
− Add on dedicated controller nodes
− Add on compute nodes
− Add on block storage
− Add on object storage
Add-ons
Dedicated
controller
SSD block
storage
Object
storage
Compute
standard
Compute
enterprise
Reference architecture
add-ons
ComputeController SSD block Object
Firewalls
Controller + Compute nodes
Minimum configuration
Compute
+

This Blue Box Dedicated minimum configuration,
with included software, gets you started with
cloud services.
Included Standard capacity Enterprise capacity
Base cluster
(minimum configuration)
Cloud capacity: 88 cores / 378 GB RAM /
3.5 TB storage
3-node (2 controller + 1 compute)
Controller nodes are converged
1 Gbps network connectivity
Cloud capacity: 184 cores / 762 GB
RAM / 7.0 TB storage
3-node (2 controller + 1 compute)
Controller nodes are converged
OpenStack services* − OpenStack Kilo
− Nova, Keystone, Neutron, Glance, Horizon, Heat (Compute, Identity, Network, Image,
Dashboard, Orchestration)
− Optional: Swift (enable when object storage cluster present) and Cinder (enabled when block
storage cluster present)
− Optional: Ceilometer (Telemetry) and LBaaS (both enabled when dedicated
controllers present)
Perimeter network − Pair of Vyatta firewalls, gateways
− 1 Gbps network connectivity
*See appendix for explanation of OpenStack services.

You can start with minimum Blue Box Dedicated
cloud services and add capacity as needed.
Optional
Dedicated controllers − Controllers are required for Ceilometer and LBaaS plus scaling cluster beyond
20 compute nodes
− When deployed, nodes are dedicated to run OpenStack services (API endpoints, etc.)
− 2-node
Object storage cluster − 40.0 TB usable object storage (3 replicas)
− 3-node
SSD block storage cluster − 5.7 TB usable SSD block storage (3 copies)
− 6-node (3 Ceph monitor nodes and 3 Ceph object storage daemon [OSD] nodes
for high availability)

You can add capacity to Blue Box Dedicated
clusters anytime.
Standard capacity Enterprise capacity
Compute expansion node Cloud capacity per node: 32 cores /
126 GB RAM / 1.2 TB storage
Add nodes to reach desired compute capacity
Cloud capacity per node:
64 cores / 254 GB RAM / 2.4 TB storage
Add nodes to reach desired
compute capacity
Object storage expansion node − Cloud capacity per node:13.3 TB storage (3 replicas)
− Capacity is additive to existing object storage cluster capacity
− Add nodes to reach desired object storage capacity
SSD block storage
expansion node
− Cloud capacity per node:
− 1.9 TB SSD block storage (3 copies)
− Capacity is additive to existing block storage cluster
− Add nodes to reach desired block storage capacity

Blue Box Dedicated is available on SoftLayer
infrastructure in global IBM Cloud data centers.
Amsterdam
Frankfurt
Milan
London
Seattle
San Jose
Los Angeles
Miami
Atlanta
New York City
Montreal
Chicago
Queretaro
Houston
Dallas
Denver
India
Hong Kong
Singapore
Tokyo
Perth
Melbourne
Sydney
< Singapore
< Melbourne
< Sydney
< Tokyo
Toronto
Washington, D.C.
San Jose >
Los Angeles >
Los Angeles >
Los Angeles >
Paris
Private network
Private network expansion
Sao Paulo
Data center and network POP
Network POP
New location

We provide extensive support in onboarding to get
you up and running more quickly and efficiently.
Step 1
− Conduct kick-
off meeting
− Overview
onboarding
process
− Establish
goals and set
expectations
− Provide Box
Panel
overview
Step 2
− Demo Blue
Box cloud
(Horizon)
− Discuss
OpenStack
best practices
− Walk through
knowledge
base
Step 3
− Review
customer
solution
architecture
− Review
customer
server
inventory
− Demo Blue
Box cloud
(API).
Step 4
− Review
customer
deployment
progress
Step 5
− Review goals
and confirm
success
− Review Blue
Box support
− Schedule
first QBR

IBM Blue Box Local offers a dedicated private
cloud infrastructure on your premises.
With Blue Box Local, you gain the benefits of cloud
without having to maintain it. It includes:
− Fully managed infrastructure services powered
by OpenStack
− Increased visibility and control through enhanced
cloud and infrastructure management powered
by our user interface, Box Panel
− Highly curated enterprise-grade Bill of Materials
(BOM) for customer-owned hardware
− Enterprise scale-out architecture
− Add-on compute nodes, block storage
and object storage

IBM Blue Box
Local offers
the same
technology
and software
as Blue Box
Dedicated but
in your data
center.
− Blue Box Local can be deployed to any customer
data center, including co-location.
− You purchase the local hardware:
• OpenStack controller nodes
• OpenStack compute and storage nodes
• Networking equipment (such as switches
and firewalls)
• IBM Relay remote management nodes
− Collaborative data center site survey is conducted
to determine if your location meets requirements
necessary to deliver the SLA.

The Blue Box Local architecture is designed to
offer scalability.
− Start with base footprint, which includes:
• Dedicated gateway firewalls (HA pair)
• Site controller (4x servers)
• Dedicated OpenStack controller nodes (2x servers)
• OpenStack compute nodes (3x servers)
− Add-on compute nodes
− Add-on block storage
• Initial add-on includes
• Three Ceph monitor nodes
• Three Ceph SSD (Total 5.7GB) – <One after initial add-on>
− Add-on object storage
• Initial add-on includes
• Three Swift small (Total 10.8TB), or
• Three Swift large (Total 60.0TB) <One after initial add-on>
Add-ons
SSD block storage Object storage Compute
Default architecture
Dedicated control nodes Blue Box site controller
Compute Compute Compute
add-ons
Compute SSD block Object
+

Our hardware Bill of Materials is built to deliver
optimal performance and cost efficiency.
Node Capacity Description
Dedicated controller (x2) 16 vCPU
64 GB
Controllers dedicated to running OpenStack
services
Enterprise compute (x3) 64 vCPU
254 (GB)
2.7 TB local storage
Enterprise-grade compute servers optimized
for performance
Block storage monitor (x3) NA Monitor required for block storage
Block storage (x3) 5.7 TB
(5.3 TB usable)
Per 3 node
Block storage optimized for performance
Object storage small (x3) 10.8 TB
Per 3 node
Entry point object storage node
Object storage large (x3) 60.00 TB
Per 3 node
Large-sized object storage
Site controller (x4) 32 vCPU
64 GB
Site controller delivering relay management
capabilities
Core network redundancy NA
**Example rack layout. Design may vary

The Blue Box Local implementation timeline is
built to deliver your private cloud more quickly.
Procurement
− Project kickoff
− Hardware order
− Structured cabling
− Hardware installation
− Data center access
− Data center survey
~1 month
Implementations
− OpenStack configuration
− Compute configuration
− Network configuration
− OpenStack testing
− Migrations from Blue Box
Dedicated (optional)
~1 month
Go live
− Onboarding
− POC kickoff
− Handover
− Support ready
Go live + 1 month

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