Infrastructure And Application Consolidation Analysis And Design


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Infrastructure And Application Consolidation Analysis And Design

  1. 1. Infrastructure and Application Consolidation Analysis and Design Alan McSweeney
  2. 2. Objectives <ul><li>To provide an understanding of the benefits of undertaking an infrastructure consolidation analysis and design exercise </li></ul><ul><li>To describe the scope and outputs from an infrastructure consolidation analysis and design exercise </li></ul>
  3. 3. Agenda <ul><li>Approach to infrastructure consolidation analysis and design </li></ul><ul><li>Consolidation options </li></ul><ul><li>Consolidation issues </li></ul><ul><li>Analysis and design scope </li></ul><ul><li>Analysis and design delivery </li></ul><ul><li>Analysis and design deliverables </li></ul>
  4. 4. Goal of Consolidation <ul><li>Reduce complexity </li></ul><ul><li>Reduce cost of operation and administration </li></ul><ul><li>Increase flexibility and responsiveness </li></ul><ul><li>Do more with less </li></ul>
  5. 5. Infrastructure and Application Consolidation Analysis Objectives <ul><li>Understand the existing application and infrastructure landscape </li></ul><ul><li>Provide details on application and infrastructure consolidation options and costs </li></ul><ul><li>Produce optimised system architecture </li></ul><ul><li>Identify hardware and software options and vendors </li></ul><ul><li>Produce implementation plan </li></ul><ul><li>Identify issues and resolutions </li></ul><ul><li>Produce vendor independent design </li></ul><ul><li>Provide all the facts needed to understand if server virtualisation and consolidation will deliver you bottom-line benefits </li></ul><ul><li>Does not conflict with implementation of virtualised infrastructure by any vendor </li></ul>
  6. 6. Consolidation Areas <ul><li>Consolidation and virtualisation areas </li></ul><ul><ul><li>Server </li></ul></ul><ul><ul><li>Desktop </li></ul></ul><ul><ul><li>Storage </li></ul></ul><ul><li>Which areas are you interested in? </li></ul>
  7. 7. Infrastructure Business Drivers
  8. 8. Application and Consolidation Options
  9. 9. Why Do It <ul><li>Virtualisation on its own may not be the best solution </li></ul><ul><ul><li>Can hide some problems </li></ul></ul><ul><ul><li>Same number of server images and applications, just not physical </li></ul></ul><ul><li>Comprehensive application and infrastructure consolidation view allows organisation see bigger picture </li></ul><ul><li>Look at bigger picture to identify wider set of cost savings opportunities </li></ul><ul><li>Identify all issues </li></ul><ul><li>Provide business case for investment </li></ul><ul><li>Provide a checkpoint before selecting implementation vendor </li></ul>
  10. 10. Sample Consolidation Reasons
  11. 11. Sample Information Technology Infrastructure Issues <ul><li>Cost and related issues tend to dominate </li></ul>
  12. 12. Objectives of Analysis <ul><li>To produce an inventory of the servers and applications and identify servers and applications eligible for virtualisation/consolidation </li></ul><ul><li>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 </li></ul><ul><li>To audit the existing server environment including performing capacity planning and performance analysis on the Windows servers </li></ul><ul><li>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, </li></ul><ul><li>To identify server virtualisation implementation options and their advantages and disadvantages </li></ul><ul><li>To produce a cost benefit analysis for the implementation of server virtualisation </li></ul><ul><li>To identify and document disaster recovery and business continuity requirements </li></ul><ul><li>To understand the applications and infrastructure to be recovered </li></ul><ul><li>To produce an implementation plan including internal and external resources required </li></ul><ul><li>To quantify the costs associated with implementing the solution </li></ul><ul><li>To identify any infrastructural requirements and pre-requisites such as facilities and communications network </li></ul><ul><li>To produce material that can be included as part of any tendering process for the procurement of a server virtualisation/consolidation solution </li></ul><ul><li>To define evaluation criteria for assessing responses to any tenders </li></ul>
  13. 13. Infrastructure Consolidation and Virtualisation Key Issues <ul><li>Data and storage management </li></ul><ul><ul><li>All data on a SAN </li></ul></ul><ul><ul><li>Potential for changes to backup and recovery arrangements </li></ul></ul><ul><li>Resource allocation and reservation </li></ul><ul><li>Server monitoring and reporting </li></ul><ul><li>Business continuity and disaster recovery </li></ul><ul><ul><li>Virtualisation is a key enabler of business continuity </li></ul></ul><ul><li>Server request process management </li></ul><ul><ul><li>Processes for managing requests for new servers and for capacity planning and management </li></ul></ul><ul><ul><li>Requests for new servers and new hardware no longer connected </li></ul></ul><ul><li>Networking </li></ul>
  14. 14. Data and Storage Management <ul><li>Existing Backup Arrangements </li></ul><ul><li>Possible New Backup Arrangements </li></ul>
  15. 15. SAN Capacity And Sizing <ul><li>Virtualisation of servers drives SAN storage and I/O capacity utilisation </li></ul><ul><li>Physical server HBAs shared between virtual servers </li></ul><ul><li>Need to know the potential impact </li></ul>
  16. 16. Resource Allocation and Reservation <ul><li>Reserve resources to provide capacity for </li></ul><ul><li>Growth </li></ul><ul><li>Recovery at main site </li></ul><ul><li>Recovery at backup site, if implemented </li></ul>
  17. 17. Resource Allocation and Reservation
  18. 18. Resource Management During Recovery VM1 VM2 VM3 VM4 VM5 VM6 VM7 VM8 Server 1 Server 2 HA Cluster Limit Reservation Actual Usage
  19. 19. Resource Management During Recovery VM1 VM2 VM3 VM4 VM5 VM6 VM7 VM8 Server 1 Server 2 VM1 VM2 VM3 VM4 X HA Cluster
  20. 20. Server Monitoring and Reporting <ul><li>Consistent approach to hardware and software monitoring for physical and virtual infrastructure </li></ul>
  21. 21. General Monitoring Requirements <ul><li>To get a functional view of service availability that encompasses all elements of a system or application, including hardware and software </li></ul><ul><li>To create a service oriented view of key business systems, including description of service </li></ul><ul><li>To present management with a comprehensive view of the availability and status of a system </li></ul><ul><li>To provide management reporting on system and application status and availability </li></ul><ul><li>To provide an analysis, business intelligence and reporting tool for integrated system and application availability </li></ul><ul><li>To enable end-to-end compliance with SLAs and OLAs to be determined </li></ul>
  22. 22. System Monitoring and Alerting Challenges <ul><li>No single view of the status of all infrastructure </li></ul><ul><li>No single view of system availability </li></ul><ul><li>No information and no measurements </li></ul><ul><li>No collection of capacity and usage information </li></ul><ul><li>No auditing of system access </li></ul>
  23. 23. System Monitoring and Alerting <ul><li>Monitor all elements – hardware and software </li></ul><ul><li>Enable monitoring and auditing of servers and clients </li></ul><ul><li>Database of problems </li></ul><ul><li>Pro-active alerting </li></ul><ul><li>Online reporting </li></ul><ul><li>Measure usage </li></ul><ul><li>Capacity management and planning </li></ul><ul><li>Integrated service management </li></ul>
  24. 24. Business Continuity and Disaster Recovery <ul><li>Core server infrastructure virtualised for resilience and fault tolerance </li></ul><ul><li>Centralised server management and backup </li></ul><ul><li>SAN for primary data storage </li></ul><ul><li>Backup to disk for speed </li></ul><ul><li>Tape backup </li></ul><ul><li>Two-way data replication </li></ul>
  25. 25. Resilience <ul><li>Virtual infrastructure in HA (High Availability) Cluster </li></ul><ul><li>Fault tolerant primary infrastructure </li></ul><ul><li>Failing virtual servers automatically restarted </li></ul><ul><li>Dynamic reallocation of resources </li></ul><ul><li>Reduces need to invoke business continuity plan </li></ul>
  26. 26. Business Continuity and Disaster Recovery <ul><li>Failing servers can be recovered on other site </li></ul><ul><li>Virtualised infrastructure will allow critical servers to run without the need for physical servers </li></ul><ul><li>Virtualisation makes recovery easier – removes any hardware dependencies </li></ul>
  27. 27. Sample Highly Resilient Infrastructure
  28. 28. Sample Server Processes <ul><li>Processes to support the creation and management of new and existing servers </li></ul><ul><li>Provides checklist of actions </li></ul><ul><li>Provides transparency </li></ul>
  29. 29. Networking <ul><li>Virtualising servers drives network usage </li></ul><ul><li>Physical NICs shared between virtual servers </li></ul><ul><li>Need to know the potential impact </li></ul>
  30. 30. Desktop Consolidation <ul><li>Application Delivery and Management analysis </li></ul><ul><li>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 </li></ul><ul><li>ADM examines a range of server and desktop operational and management platforms </li></ul><ul><li>Deliver the most appropriate application delivery and management solution to meet customer requirements </li></ul>
  31. 31. ADM Analysis <ul><li>ADM model will focus on the means of delivering the application to the user </li></ul><ul><li>Delivery models: </li></ul><ul><ul><li>Hosted application with user access via PC or thin client </li></ul></ul><ul><ul><li>Dynamically delivered application on request </li></ul></ul><ul><ul><li>Hosted virtualised desktop with user access via PC or thin client </li></ul></ul><ul><ul><li>Centralised distribution of software to clients </li></ul></ul>
  32. 32. ADM Application Delivery Points Server Desktop Dynamically Server-Based Application Access Automated Distribution of Software Updates to Desktops Hosted Virtualised Desktop Hosted Applications 3 4 2 1
  33. 33. Traditional Application Delivery <ul><li>Applications loaded on PCs </li></ul><ul><li>Significant management overhead and cost </li></ul><ul><ul><li>Applications must be updated </li></ul></ul><ul><ul><li>Desktop operating system must be updated </li></ul></ul>
  34. 34. Centralised Application Distribution and Management <ul><li>Roll-out software from central application update distribution server </li></ul><ul><ul><li>Install new applications, based on roles </li></ul></ul><ul><ul><li>Install application updates </li></ul></ul><ul><ul><li>Update operating system </li></ul></ul><ul><li>Access via standard PC </li></ul>
  35. 35. Hosted Desktop <ul><li>Applications packaged and hosted on application deliver servers </li></ul><ul><li>Access via thin client or PC </li></ul><ul><ul><li>PC – allows local software and data </li></ul></ul><ul><ul><li>PC – still requires operating system and updates </li></ul></ul>
  36. 36. Virtualised Desktop <ul><li>Desktop virtualised and hosted </li></ul><ul><ul><li>Entire desktop including operating system, applications and data </li></ul></ul><ul><li>Access via thin client or PC </li></ul><ul><ul><li>PC – allows local software and data </li></ul></ul><ul><ul><li>PC – still requires operating system and updates </li></ul></ul><ul><li>Thin client </li></ul><ul><ul><li>No software </li></ul></ul><ul><ul><li>Full desktop experience </li></ul></ul>
  37. 37. Storage Virtualisation <ul><li>Simplify storage environment </li></ul><ul><li>Centralisation to reduce the number of locations where data is stored to only those that are really needed </li></ul><ul><ul><li>Reduce the number of points of management and the number of physical devices </li></ul></ul><ul><ul><li>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 </li></ul></ul><ul><li>Physical consolidation to smaller number of larger-capacity devices </li></ul><ul><li>Application integration by moving applications from clusters or multiple linked- servers to a smaller number of storage devices </li></ul>
  38. 38. Storage Virtualisation <ul><li>Increase resource utilisation by combining the storage capacity of multiple disk arrays into a single reservoir of storage </li></ul><ul><li>Improve productivity by enabling administrators to manage their reservoir of storage from a single user interface centrally </li></ul><ul><li>Enable a tiered storage environment where the cost of the storage can be matched to the value of the data </li></ul><ul><li>Assist with the consolidation of resources and simplification of management to help reduce cost and complexity </li></ul><ul><li>Enable use of heterogeneous hardware providers with common server management, storage management, and copy services software </li></ul>
  39. 39. Storage and Connectivity Technologies and Protocols <ul><li>FCP </li></ul><ul><li>iSCSI </li></ul><ul><li>NFS </li></ul><ul><li>CIFS </li></ul><ul><li>SATA </li></ul>
  40. 40. Storage Virtualisation <ul><li>Common storage presentation layer across all </li></ul><ul><li>Support multiple protocols across multiple physical devices </li></ul><ul><li>Support multiple storage devices </li></ul>
  41. 41. Scope of Service to <ul><li>Site Discovery </li></ul><ul><ul><li>Server and Application Inventory </li></ul></ul><ul><ul><li>Virtualisation Architecture and Implementation Options </li></ul></ul><ul><ul><li>Identification of Requirements </li></ul></ul><ul><ul><li>Identification of Virtualisation Exclusions </li></ul></ul><ul><ul><li>Disaster Recovery and Business Continuity Requirements </li></ul></ul><ul><ul><li>Data Management Requirements </li></ul></ul><ul><ul><li>Quantification of Cost Savings </li></ul></ul><ul><ul><li>Definition of Virtualisation Benefits </li></ul></ul><ul><ul><li>Information Technology Strategy </li></ul></ul><ul><ul><li>Projected Server Requirements </li></ul></ul><ul><ul><li>Capacity Planning </li></ul></ul><ul><li>Consolidation Architecture </li></ul><ul><ul><li>Definition of Physical Architecture </li></ul></ul><ul><ul><li>Definition of System Management Model </li></ul></ul><ul><ul><li>Implementation Roadmap and Schedule </li></ul></ul><ul><ul><li>System Availability and Continuity of Operations </li></ul></ul><ul><ul><li>Detailed Delivery Plan </li></ul></ul><ul><ul><li>Infrastructure Acquisition </li></ul></ul><ul><ul><li>Virtualisation Installation, Configuration and Implementation </li></ul></ul><ul><ul><li>Server Migration </li></ul></ul><ul><ul><li>Documentation, Training and Handover Requirements </li></ul></ul><ul><ul><li>Operation, Maintenance, Support and Administration Requirements </li></ul></ul><ul><ul><li>System Benefits </li></ul></ul><ul><li>Financial Analysis </li></ul><ul><ul><li>Business Case </li></ul></ul><ul><ul><li>Project Costs </li></ul></ul><ul><ul><li>Project Savings </li></ul></ul><ul><li>Draft Solution Presentation </li></ul><ul><li>Final Solution Documentation And Presentation </li></ul>
  42. 42. Business Case Preparation
  43. 43. Benefits <ul><li>Produce design before embarking on implementation </li></ul><ul><li>Milestone before proceeding further </li></ul><ul><li>Allow detailed cost and time estimates for implementation project </li></ul><ul><li>Give certainty to costs and schedule </li></ul><ul><li>Enables controlled innovation </li></ul><ul><li>Vendor independent analysis and design </li></ul><ul><li>Build on proven architecture design skills and experience </li></ul><ul><li>Backed by architecture design methodology </li></ul>
  44. 44. Infrastructure and Application Consolidation Analysis Service Delivery Process <ul><li>Six steps </li></ul><ul><ul><li>Assessment </li></ul></ul><ul><ul><li>Inventory </li></ul></ul><ul><ul><li>Workload Data Collection </li></ul></ul><ul><ul><li>Analyse Data </li></ul></ul><ul><ul><li>Design and Specify Solution Including Options </li></ul></ul><ul><ul><li>Documentation and Planning </li></ul></ul>Inventory Analyse Record Documentation and Planning Assessment Design and Specify
  45. 45. Sample Server Utilisation Analysis – Multiple Different Physical Server Models
  46. 46. Server Utilisation Normalisation and Consolidated Sizing – Including Business Continuity
  47. 47. Infrastructure and Application Consolidation Analysis Service Delivery Process <ul><li>Assessment </li></ul><ul><ul><li>Questionnaire </li></ul></ul><ul><ul><li>Qualification of scope </li></ul></ul><ul><li>Inventory </li></ul><ul><ul><li>Install tools to gather application and server inventory </li></ul></ul><ul><li>Workload Data Collection </li></ul><ul><ul><li>Collect application and server utilisation and performance information </li></ul></ul><ul><li>Analyse </li></ul><ul><ul><li>Analyse inventory and performance data </li></ul></ul><ul><li>Design and Specify </li></ul><ul><ul><li>Identify options and architectures </li></ul></ul><ul><li>Documentation and Planning </li></ul><ul><ul><li>Produce detailed planning and financial analysis </li></ul></ul>
  48. 48. Deliverables <ul><li>Documented site audit including capacity planning and performance analysis of applications and servers </li></ul><ul><li>A defined and documented application consolidation architecture that includes disaster recovery and business continuity, data management and recovery, monitoring and reporting, capacity management </li></ul><ul><li>Quantified costs for implementing the solution identifying all costs: hardware, software, infrastructure, services </li></ul><ul><li>Implementation options and plans </li></ul><ul><li>Quantified cost savings </li></ul>
  49. 49. Sample Analysis and Design Report Contents <ul><li>1. Executive Summary </li></ul><ul><li>2. Introduction, Purpose and Scope </li></ul><ul><ul><li>2.1 Objectives of this Analysis </li></ul></ul><ul><ul><li>2.2 Summary of Information Sources </li></ul></ul><ul><ul><li>2.3 Definitions </li></ul></ul><ul><li>3. Site Discovery </li></ul><ul><li>3.1 Server and Application Inventory </li></ul><ul><ul><li>3.2 Server Configuration </li></ul></ul><ul><ul><li>3.3 Data Storage and Access </li></ul></ul><ul><ul><li>3.4 Existing Information Technology Structure and Operations </li></ul></ul><ul><ul><li>3.5 Software Products and Vendors </li></ul></ul><ul><ul><li>3.6 Infrastructure </li></ul></ul><ul><li>4. Current Issues and Requirements </li></ul><ul><li>4.1 Business Requirements and Issues </li></ul><ul><ul><li>4.2 Information Technology Requirements and Issues </li></ul></ul><ul><ul><li>4.3 Information Technology Strategy and Planned and Likely Developments </li></ul></ul><ul><li>5. Capacity Planning and Performance </li></ul><ul><ul><li>5.1 Server Performance and Capacity </li></ul></ul><ul><ul><li>5.2 Server Capacity Projections </li></ul></ul><ul><ul><li>5.3 Server Virtualisation Anomalies, Issues and Resolutions </li></ul></ul><ul><ul><li>5.4 Server Virtualisation Options and Advantages and Disadvantages </li></ul></ul><ul><li>6. Server Virtualisation Architecture </li></ul><ul><ul><li>6.1 Virtualisation System Architecture and Configuration </li></ul></ul><ul><ul><li>6.2 Server Virtualisation Solution Design </li></ul></ul><ul><ul><li>6.3 Definition of Physical Architecture </li></ul></ul><ul><ul><li>6.4 Virtualisation Architecture and Implementation Options </li></ul></ul><ul><ul><li>Reporting and Administration Model </li></ul></ul><ul><ul><li>6.5 Identification of Virtualisation Exclusions </li></ul></ul><ul><ul><li>6.6 System Availability and Continuity of Operations </li></ul></ul><ul><ul><li>6.7 Data Management, Backup and Recovery </li></ul></ul><ul><ul><li>6.8 Definition of System Operation, Management, </li></ul></ul><ul><li>7. Implementation Plan and Schedule </li></ul><ul><li>7.1 Project Plan and Schedule </li></ul><ul><ul><li>7.2 Project Organisation and Structure </li></ul></ul><ul><ul><li>7.3 Project Resources </li></ul></ul><ul><ul><li>7.4 Project Assumptions </li></ul></ul><ul><ul><li>7.5 Project Risks </li></ul></ul><ul><ul><li>7.6 Project Issues </li></ul></ul><ul><ul><li>7.7 Project Dependencies </li></ul></ul><ul><ul><li>7.8 Testing and Cutover </li></ul></ul><ul><li>8. Financial Analysis </li></ul><ul><ul><li>8.1 Project Costs </li></ul></ul><ul><ul><li>8.1.1 Infrastructure Requirements and Costs </li></ul></ul><ul><ul><li>8.1.2 Software Licence Costs </li></ul></ul><ul><ul><li>8.1.3 Project Costs </li></ul></ul><ul><ul><li>8.2 Project Savings and Benefits </li></ul></ul><ul><ul><ul><li>8.2.1 Server Reuse </li></ul></ul></ul><ul><ul><ul><li>8.2.2 Server Acquisition Deferral </li></ul></ul></ul><ul><ul><ul><li>8.2.3 Environmental Savings </li></ul></ul></ul><ul><ul><ul><li>8.2.4 Operations and Management Savings </li></ul></ul></ul><ul><ul><ul><li>8.2.5 Project Benefits </li></ul></ul></ul><ul><li>9. Tendering for Server Virtualisation </li></ul><ul><ul><li>9.1 Tender Technical Material </li></ul></ul><ul><ul><li>9.2 Tender Response Evaluation </li></ul></ul><ul><ul><li>9.3 Identification of Possible Vendors </li></ul></ul>
  50. 50. Next Steps After Analysis and Design
  51. 51. Analysis and Design Effort <ul><li>Duration – 20 - 40 days – depends on </li></ul><ul><ul><li>Requirements </li></ul></ul><ul><ul><li>Complexity of existing infrastructure </li></ul></ul><ul><ul><li>Backup, recovery and data and storage management </li></ul></ul><ul><ul><li>Business continuity and disaster recovery </li></ul></ul><ul><ul><li>Level of design detail </li></ul></ul><ul><ul><li>Include a sample tender </li></ul></ul><ul><ul><li>Business case </li></ul></ul><ul><ul><li>Analyse applications </li></ul></ul><ul><ul><li>Include operations and support processes </li></ul></ul><ul><li>Complete analysis, design and documentation with options and implementation plan </li></ul>
  52. 52. More Information <ul><ul><ul><li>Alan McSweeney </li></ul></ul></ul><ul><ul><ul><li>[email_address] </li></ul></ul></ul>