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Moving to the cloud: cloud strategies and roadmaps

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A presentation by Josh Fry.

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Moving to the cloud: cloud strategies and roadmaps

  1. 1. Moving to the Cloud: Cloud Strategies and Roadmaps Josh Fry Enterprise Director 07/12/2018 Moving to the Cloud - Cloud Strategies and Roadmaps
  2. 2. Demystifying Cloud • A quick look at Cloud options and terminology How to move to the cloud: a road map for migration • A step by step guide on how to move to the Cloud Jisc Cloud Services • How Jisc can help you move to the Cloud Overview 07/12/2018 Moving to the Cloud - Cloud Strategies and Roadmaps
  3. 3. Demystifying cloud well… how do I get there ? Many in HE, FE and Research would like to leverage the advantages of Cloud, but the path to get there is obscured by the complexities around cost; technical capability; legal; governance; service assurance and security. In varying degrees these obstacles are proving a barrier to adoption. Jisc Cloud Services can help remove these obstacles, and bring clarity to your strategic cloud initiatives. 07/12/2018 Moving to the Cloud - Cloud Strategies and Roadmaps Benefits of Cloud Scalability, reliability, security, spin up/teardown, fits with agile processes , continuous integration, automatic monitoring and alerting etc. etc. Supporting flexibility and versatility of service delivery.
  4. 4. Demystifying Cloud Transform Integrate Rearchitect Migrate Cloud: Approaches Rehost Refactor Rearchitect Rebuild Replace Typical objectives often the first steps
  5. 5. Demystifying Cloud Typical Cloud activities include: › Migrate ( Rehost & Refactor) ‘Lift and shift’ on premises computing to an IaaS public or private hosted cloud. IaaS
  6. 6. Demystifying Cloud Typical Cloud activities include: › Rearchitect / Rebuild Deconstruct applications and redeploy across PaaS / IaaS platforms. PaaS
  7. 7. Demystifying Cloud Typical Cloud activities include: › Integrate / Replace Integrate enterprise software with a SaaS provider or leverage pure SaaS environments to replace legacy applications for flexibility and service assurance. SaaS › Transform leverage: serverless computing,AI, machine learning, big data, hyper- convergence, analytics, native enterprise SaaS cloud or other nuanced or business transformational approaches.
  8. 8. Demystifying Cloud SaaS PaaS IaaS Hybrid It is likely that members will have a mixed approach based on strategic prioritisation.
  9. 9. A road map for migration »A step by step guide on how to move to the Cloud 07/12/2018 Moving to the Cloud - Cloud Strategies and Roadmaps
  10. 10. Steps to the Cloud: Step 1 Step 1. Strategy Have a Strategy – why are you doing it ? don’t do it for the sake of technology / cloud. Don’t get caught in the hype. Understand that ‘Cloud’ encompasses lots of different technologies and solutions to different problems. Look at the drivers to your Strategy such as: student outcomes; competitive advantage; digital strategy, estates strategy; student experience; cost management; teaching and learning; infrastructure and application refresh and replacement etc etc. 07/12/2018 Moving to the Cloud - Cloud Strategies and Roadmaps
  11. 11. Steps to the Cloud: Step 2 Step 2: Understand your environment Document the applications, services and infrastructure that you think may be affected. Identify key stakeholders. Who will be affected by the move to cloud ? whom within the organisation do you need support from ? how closely do you need to involve the stakeholders and at what point ? Form a picture of an overall target mode/architecture. For example apply principles of Enterprise Architecture. Do a GAP analysis / capability assessment / SWOT. How much can you do with existing skills and resource. Understand your operating costs. Engage in a financial assessment such as the Jisc Financial X-Ray . Use this as an input to understand the cost changes, or how they will be offset when moving to the Cloud. Speak with suppliers to get perspectives on technical feasibility; resource that can be utilised; support contracts; legal issues; new suppliers; procurement considerations. Look at what alternative technical solutions are available; can they help you achieve your objectives. Is this an opportunity for staff to upskill and take ownership of a project. Could this help to deal with feelings of disenfranchisement of moving service to cloud and impact on roles]? Get professional advice ! e.g. Call in the Jisc Cloud team – we can advise you on approaches being taken across the sector; we can help prioritise and plan; we can help to bring in third party resource, and identify partners to deliver the full solution. 07/12/2018 Moving to the Cloud - Cloud Strategies and Roadmaps
  12. 12. Steps to the Cloud: Step 3 Step 3: Componentise the problem. Break it into manageable chunks. Rank by priority: Break your environment down into blocks, and rank them on strategic priority (for migration). Rank by readiness: Take the same blocks and rank them according to how easy they could be moved e.g. are they already virtualised ? can they be lifted and shifted ? would they benefit from being re-architected or refactored ? are there integrations that would impact multiple services ? are there integrations that would work over hybrid models if moving parts of a service ? Compare the rankings: See if there are synergies between services that have a high priority strategically to be moved; and are relatively straight forward. In practice you may have to make a judgment call as to whether to focus on strategically important OR easy to move. Estimate resourcing: Try to make an assessment as to the level of resource needed for each activity, or if it will require input and support from the system supplier. Apply this against the rankings to see if it impacts on priority or candidacy for moving first. Estimate Cost: Firm up the level of cost/budget required for migrating each block to the cloud. Consider costs for: external resource; licensing changes; legal costs for reviewing contracts (frameworks such as the GEANT IaaS framework available through Jisc can provide a short cut). The costs for running the service on a cloud platform and any other relevant costs impacts. Estimate technical impact: Network bandwidth egress and ingress over internet links; whether there is capacity and redundancy. Could you develop a hybrid model for some services and utilise the Jisc Shared Data Centres. Define an approach: Depending on time frame and ability to commit resource it may be possible to undertake multiple streams in parallel; or do in series. Whether a big bang is desired/achievable/technically possible; or a phased moved, with checkpoints. Is it a programme ? is it a project ? Is it an organisational transformation exercise ? Get Executive buy in and support from leadership teams and key stakeholders. ! 07/12/2018 Moving to the Cloud - Cloud Strategies and Roadmaps
  13. 13. Steps to the Cloud: Step 4 Step 4. Have a plan You know why you want to move services to the cloud. You know which services you want to move first, and when you want to move them. You have an idea of resourcing: what you can do, and what will require partners and external resource. You know how much it will cost and have obtained Executive support and funding to proceed. As with any project it is absolutely critical to apply Project Management and wrap it in Governance in the form of a project board or some other key stakeholder group. Equally it needs to have sponsorship at a very senior level in the organisation. This is to anticipate when extra support is required to overcome bottlenecks or competing priorities. It may seem overwhelming but the key to any project is to break it down into manageable chunks. It may be preferable to view the works as series of projects within a multi-year programme. This has the added benefit of being able to celebrate successes as services are move; plus providing breakpoints and pauses to assess the programme and whether modifications to strategy or approach need to be made. 07/12/2018 Moving to the Cloud - Cloud Strategies and Roadmaps
  14. 14. Steps to the Cloud: Step 5 Step 5. Implement Plan Milestones and deliverables Manage costs Roll back points/checkpoints Monitor resource Have an exit strategy Monitor landscape for new/better/disruptive technology or approaches that may have an impact on approach Etc etc. ! 07/12/2018 Moving to the Cloud - Cloud Strategies and Roadmaps
  15. 15. Example programme: phase 1 » High level example using a typical HE environment as a model. Phase 1: General productivity tools: Email, File,Office, etc. Migrate email and productivity tools to a SAS provider such as office 365 or Google Apps for education. If using an Exchange environment consider running a Hybrid exchange environment to migrate mailboxes over time. Migrate general file shares and file archives to a cloud storage platform such as OneDrive, Box, Drop Box etc. Jisc Tiered Storage (available soon) Consider rather than replicating the same legacy file shares and taxonomies to the cloud , whether to adopt new approaches to working such as using Teams or SharePoint. Or cloud collaboration tools Integrate AD into Azure AD ensure that schemas and objects are consistent between environments. Integrate access and identity management, directory and authentication services with cloud counterparts e.g. ADFS <-> AD, IDM etc. Evaluate whether current printing solution will support management of printing documents produced from a SAS environment e.g. from within the browsers. Could virtual desktops provided by a Cloud provider such as VMware or Citrix help to shrink the desktop footprint. 07/12/2018 Moving to the Cloud - Cloud Strategies and Roadmaps
  16. 16. Example programme: phase 2 » Phase 2: Data Backups and Archiving Sometimes this is the most obvious candidate to start to leverage the advantages of the Cloud Many backup solutions permit the use of Cloud storage location as a backup targets either as raw data or images of virtual environments Data backed up to the Cloud can be tiered so that more recent backups are held in storage buckets or containers that are readily accessible; long term storage can utilise service such as Amazon glacier. Moving data to the cloud requires planning for the initial seeding of the data e.g. plan to replicate data over a weekend, or a number of days; or take advantage of Amazon snowball or some other physical data migration (depending on volumes of data). Subsequent replication should be manageable. 07/12/2018 Moving to the Cloud - Cloud Strategies and Roadmaps
  17. 17. Example programme: phase 3 » Phase 3: infrastructure, application data storage, virtualised hosts, web applications - hosted enterprise applications This is where heavy lifting occurs. It is often the first stumbling block as organisations try to change paradigms so drastically that they are not sure where to start. 07/12/2018 Moving to the Cloud - Cloud Strategies and Roadmaps cont. …
  18. 18. Example programme: phase 3 cont… Where speed of migration and a need to apply existing skills and knowledge is the priority; then the emphasis should be on lift and shift (rehost). e.g. build IaaS instances running a dedicated OS and application. Effectively replicate the model on premises in the cloud Where applications are already structured into service tiers such as N Tier web applications; consider re-architecting to PaaS platforms. For example PHP/Java/Node.js web services and MariaDB/SQL Server backends. Move standalone services first. Then those that require interoperability or various component architectures later. The benefit of the cloud is that it is extremely easy to build parallel production environments that emulate live production environments. Supporting switch over or integration as required. When the technical support teams’ knowledge increases, then look to re- architect /refactor services using concepts such as: containerisation and continuous integration. BUT ONLY IF IT IS RIGHT FOR THE SERVICE/APPLCATION 07/12/2018 Moving to the Cloud - Cloud Strategies and Roadmaps Continued …. Phase 3: infrastructure, application data storage, virtualised hosts, web applications - hosted enterprise applications
  19. 19. Example programme: phase 4 Phase 4 : Enterprise Applications, such as Student Records, Library Management, HR, Payroll,CRM, Business Intelligence etc subject to licensing existing enterprise applications could be rehosted/refactored and redeployed ‘as is’ to relevant IaaS platforms. However, before taking this step consider having a discussion with the supplier of the application/service to understand if they have a cloud native SaaS service and if this could be a preferred approach. Nearly ALL enterprise software providers are moving to the cloud and providing SaaS versions of their on prem applications.They are keen to move their customers to their cloud platforms, and it can be advantageous to leverage this appetite to try and gain assistance and concessions for moving to their SaaS environments. Taking this approach does require considerable planning due to the critical nature of the services. Each enterprise service migration should be approached as a project in its own right and managed as a series of phases with roll back points. It is incredibly important to map out all integrations, bespoke code and changes that have been made to these systems.Then factor if, when and how they should be incorporated into the new architecture. 07/12/2018 Moving to the Cloud - Cloud Strategies and Roadmaps
  20. 20. Steps to the Cloud Strategy • Drivers • Objectives • Pragmatism • Vision Discovery • GAP/SWOT • Stakeholders • Resource • OperatingCosts • Technologies Approach • Architecture • Rank readiness/priority /resource • cost • impact • approach Plan • Design • Governance • Programme • Project • Deliverables • Timescales Implement • Migration • integration • Test • Execution • Review
  21. 21. Start Small »Adopt a cloud service from an outcome perspective »Tackle one service at a time »Measure what worked and what didn’t »Cost reduction? »Draw best practices for future deployments 07/12/2018 Moving to the Cloud - Cloud Strategies and Roadmaps
  22. 22. Jisc Cloud Services Advice, Consultancy and Professional Services Partners and Platforms Connectivity and Frameworks Hyperscale and Public Cloud
  23. 23. Jisc Cloud Services Advice and guidance to our members Jisc consultants and subject specialists & partner led consultancy. Cloud strategy formulation. Cloud readiness assessments. Cloud security and GDPR. Cloud procurement advice. Cloud implementation services. Sector insights: facilitating inter-member Cloud strategy knowledge sharing and collaboration. Extensive partner eco-system Cloud platforms. Shared Data Centres. Chosen for focus on Research and Education. Frameworks; for direct selection, or mini completion. Highly expert supporting cloud services and technologies. Managed services and professional services. IaaS, PaaS, SaaS: heterogenous platform support. Many supporting no egress charges for data. World class cloud connectivity Highspeed peering to global and UK cloud providers; highspeed peering with Google, Microsoft and Amazon. Microsoft Azure Express Route circuits: for dedicated Layer 2 private connections to Azure Cloud. GÉANT IaaS framework. Discounts available via GÉANT for cloud services and network egress charges. Cloud partners available via G-Cloud framework for fast track procurement. A strong voice for our members Strong working relationships with the major cloud providers; high level contact with senior education and cloud leadership teams within Azure, AWS & Google. Advising how they can bring their cloud service offering to focus around the needs of the community. Providing feedback with our voice of a trusted advisor for our community. Ensuring an agnostic and balanced relationship to all providers. . Advice, Consultancy and Professional Services Partners and Platforms Connectivity and Frameworks Hyperscale and Public Cloud
  24. 24. Jisc Cloud Services Delivered by Jisc consultants and our cloud partners. Consultancy, Advice & Professional Services • Assistance to find the best platform /partner to achieve strategic outcomes. • Strategic Consultancy, Migration, Implementation. (The GÉANT IaaS Framework). Frameworks: • GÉANT IaaS framework participants include AWS and Azure resellers, along with several independent providers. Jisc has made this framework available for use by the community. • Some of the benefits of the framework include: • Procurement under EU rules with its direct call-off process governed by UK law. • Direct peering, high capacity and low-latency network. • Better pricing through increased purchasing power by aggregating demand across many countries.
  25. 25. Cloud IdentityAccess Management - Managed Service. Liberate UK federation (SAML) IdP eduroam home & visitor govroam home & visitor Assent IdP/SP Web proxy. North SDC [Leeds] and South SDC [Slough] Shared Data Centres(SDC) •Hybrid Infrastructure - Cloud and on premises for: SaaS Assurance; DR; •Helping Estate Strategies reclaim space; reducing carbon footprints; removing inefficient local DCs. •Research computing and HPC. Jisc ExpressRoute Circuit Service Direct Peering & Microsoft Azure ExpressRoute •Securing cloud services; extending internal networks to Azure cloud resources. •AWS Direct Connect available soon. •Traffic via a private connection, as opposed to over public Internet. •Peering with all major Cloud providers. Jisc Cloud Services cont.. 07/12/2018 Moving to the Cloud - Cloud Strategies and Roadmaps
  26. 26. A few example scenarios A member is looking to improve DR assurance through provisioning an off site data store and service distribution. They wish to retain a hybrid environment; but reduce onsite server footprint, to free up campus space for student focused activities. They contact Jisc and ask for help. Jisc provide: 1. Advice and consultancy to help the member formulate cloud strategy options that would meet their requirements. 2. Costs for hosting equipment in the Jisc Shared Data Centre to both retain a hybrid provision and help reduce local IT footprint. 3. Introductions to relevant Cloud Partners and pricing for hosting on partner platform; plus costs for additional services such as professional services or managed services; if required. 4. Access to the GÉANT Framework for procuring direct AWS, Azure or other cloud providers. 5. On going advice and guidance. 07/12/2018 Moving to the Cloud - Cloud Strategies and Roadmaps
  27. 27. A few example scenarios cont.… A member is looking to procureAWS and Azure directly. They are confident in their ability to deploy to the respective platforms, and simply need a fast route to procurement and favourable pricing. They contact Jisc and ask for help. Jisc provide: 1. Access to the GÉANT Framework for procuring direct AWS, Azure or other cloud providers. 2. They sign the GEANT MSA and are able to begin procurement immediately and access their preferred services. 3. They decide that due to the volumes of data being moved between Azure and their campus, plus the need for an SLA, they order Jisc Azure Express Route Circuits to connect to Azure at layer 2 via Azure Express Route. 07/12/2018 Moving to the Cloud - Cloud Strategies and Roadmaps
  28. 28. A few example scenarios cont. … A member is planning a multi million pound change project to enhance service provision, and enable the member to be more agile and effective in meeting the needs of students for the future. A major cornerstone of the project is to leverage the advantages of Cloud. They need in depth strategic advice and partnerships to realise these outcomes. They contact Jisc and ask for help. Jisc provide: 1. Strategic consultancy: covering infrastructure reviews, financial x-ray and cloud readiness assessments and analysis of solution options and potential target platforms. 2. Introductions to relevant Cloud Partners and pricing for hosting on partner platform; plus costs for additional services such as professional services or managed services; if required. They use Jisc partners to help deconstruct applications for movement to PaaS platforms, integration with SaaS platforms and implementation of virtual servers on IaaS platforms. 3. Additional in-depth analysis, application reviews, architectural workshops and cloud solution architects provided through selected Jisc partners. 4. They sign the GÉANT IaaS Framework MSA and are able to begin procurement immediately and access their preferred services. 5. They select additional Jisc introduced partners via G-Cloud or other relevant frameworks for bespoke hosting of non standard applications and peta scale data volumes. 6. They decide that due to the volumes of data being moved between Azure and their campus, plus the need for an SLA, they order Jisc Azure Express Route Circuits to connect to Azure at layer 2 via Azure Express Route. 7. They decide that the remaining Server IT estate footprint should move off site and sign the MSA for the Jisc Shared Data Centre and align their server refresh program to replace for new in Jisc Data Centre racks whilst decommissioning the remaining on campus legacy sever infrastructure estate. 07/12/2018 Moving to the Cloud - Cloud Strategies and Roadmaps
  29. 29. 07/12/2018 Moving to the Cloud - Cloud Strategies and Roadmaps
  30. 30. »Jisc’s new Cloud Managed Services platform for identity and access management. »We run an organization’s: UK federation (SAML) IdP eduroam home & visitor govroam home & visitor Assent IdP/SP Web proxy Liberate
  31. 31. »AMF & Liberate use two major cloud providers for public facing services. › Resilient, elastic, scalable; auto backup and archiving and a global distributed architecture. › UK federation metadata signing uses a Hybrid model running security critical services in our own secure data centres. Applying Cloud
  32. 32. • Your Jisc account manager: https://www.jisc.ac.uk/contact/your-account-manager • cloud@jisc.ac.uk To order Jisc Cloud Services direct, or for further information contact: Jisc Cloud Services The Jisc Cloud Services webpage provides links to additional information, suppliers and frameworks plus how to order: https://www.jisc.ac.uk/network/cloud 07/12/2018 Moving to the Cloud - Cloud Strategies and Roadmaps
  33. 33. I have been… Josh Fry Enterprise Director Josh.fry@jisc.ac.uk Lumen House HarwellOxford, Didcot,OX11 T 01235 822 177 customerservices@jisc.ac.uk jisc.ac.uk 07/12/2018 Moving to the Cloud - Cloud Strategies and Roadmaps

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