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© 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
Brian Carlson
Operational Excellence Lead, Well-Architected
Estate and Patch Management
Infrastructure and Operations as Code
© 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
What is the Operational Excellence Pillar?
“The operational excellence pillar includes the ability to run and monitor systems
to deliver business value and to continually improve supporting processes and
procedures. The operational excellence pillar provides an overview of design
principles, best practices, and questions.”
© 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
Design Principles
• Perform operations as code
• Annotated documentation
• Make frequent, small, reversible changes
• Refine operations procedures frequently
• Anticipate failure
• Learn from all operational failures
© 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
What is the Operational Excellence Pillar?
PREPARE EVOLVEOPERATE
© 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
How do you design your workload to enable
operability?
• Shared design standards
• Design for cloud operations
• Mitigate deployment risks
PREPARE
© 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
How do you know that you are ready to support a
workload?
• Documented accessible
governance and guidance
• Runbooks
PREPARE
© 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
© 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
Why are we here?
The increased speed and agility of the
cloud is best supported using the same
engineering discipline and practices that
you apply to code.
Dynamic and elastic access to resources
increases the speed and agility of your
organization and benefits from equally
dynamic operations.
© 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
Setting Up Your Lab Environment
© 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
Requirements
1. Your own device for console access
2. An AWS account that you are able to use for testing,
that is not used for production or other purposes.
3. An available region within your account with capacity
to add 2 additional VPCs
4. Download the Lab Guide at https://bit.ly/2rnSUdi
https://s3-us-west-2.amazonaws.com/aws-well-architected-labs/Operations/100+-
+Estate+&+Patch+management+Lab+guide.html
Amazon VPC*
© 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
Lab Setup
1. Create an Administrator IAM user and group
2. Log in with your IAM Administrator user
3. Create an EC2 Key Pair
IAM
Amazon EC2
© 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
Deploying an Environment
using Infrastructure as Code
© 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
Deploy the lab environment
1. Deploy the Lab CloudFormation template
https://s3-us-west-2.amazonaws.com/aws-well-architected-
labs/Operations/OE_Single_VPC+_2-Tier_Application_Lab.json
2. Examine the environment in CloudFormation
Designer
3. Deploy your stack
template
AWS
CloudFormation
stack
© 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
Estate management
Systems Manager
© 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
Understanding the Resources in your
Environment
1. Set up Systems Manager
2. Create a second CloudFormation stack
2. Track your resources using Inventory
3. Review associations with State Manager
Amazon EC2
Systems Manager
stack
Inventory
State Manager
© 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
© 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
Patch Management
Systems Manager Patch Manager
© 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
Patch Management
1. Create a Patch Baseline
2. Assign a Patch Group
3. Scan your instances
4. Patch your instances
Patch
Manager
documents
© 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
Removing lab resources
© 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
Removing lab resources
1. Delete your CloudFormation stacks
2. Delete your State Manager association
If you created a…
• S3 bucket, delete it
• SNS Topic, delete it
• Maintenance window, delete it
If you don’t plan to use your Administrator user, delete it
If you do plan to use your Administrator user, we
recommend you enable MFA
stack
Maintenance
Windows
bucket
State
Manager
IAM
topic
© 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
© 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
Operational Excellence Lead
Well-Architected
crlsonb@amazon.com
Brian Carlson
© 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
© 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
Bonus Content:
Creating Maintenance Windows and
Scheduling Automated Operations
Activities
© 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
Automating Patching with Maintenance Windows
1. Set up Maintenance Windows
2. Create a Patch Maintenance Window
3. Assign Targets
4. Assign Tasks
5. After the maintenance window review
the results
Maintenance
Windows
Patch
Manager
Amazon
EC2

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Estate and Patch Management Infrastructure and Operations as Code

  • 1. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved. Brian Carlson Operational Excellence Lead, Well-Architected Estate and Patch Management Infrastructure and Operations as Code
  • 2. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved. What is the Operational Excellence Pillar? “The operational excellence pillar includes the ability to run and monitor systems to deliver business value and to continually improve supporting processes and procedures. The operational excellence pillar provides an overview of design principles, best practices, and questions.”
  • 3. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved. Design Principles • Perform operations as code • Annotated documentation • Make frequent, small, reversible changes • Refine operations procedures frequently • Anticipate failure • Learn from all operational failures
  • 4. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved. What is the Operational Excellence Pillar? PREPARE EVOLVEOPERATE
  • 5. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved. How do you design your workload to enable operability? • Shared design standards • Design for cloud operations • Mitigate deployment risks PREPARE
  • 6. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved. How do you know that you are ready to support a workload? • Documented accessible governance and guidance • Runbooks PREPARE
  • 7. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
  • 8. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved. Why are we here? The increased speed and agility of the cloud is best supported using the same engineering discipline and practices that you apply to code. Dynamic and elastic access to resources increases the speed and agility of your organization and benefits from equally dynamic operations.
  • 9. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved. Setting Up Your Lab Environment
  • 10. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved. Requirements 1. Your own device for console access 2. An AWS account that you are able to use for testing, that is not used for production or other purposes. 3. An available region within your account with capacity to add 2 additional VPCs 4. Download the Lab Guide at https://bit.ly/2rnSUdi https://s3-us-west-2.amazonaws.com/aws-well-architected-labs/Operations/100+- +Estate+&+Patch+management+Lab+guide.html Amazon VPC*
  • 11. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved. Lab Setup 1. Create an Administrator IAM user and group 2. Log in with your IAM Administrator user 3. Create an EC2 Key Pair IAM Amazon EC2
  • 12. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved. Deploying an Environment using Infrastructure as Code
  • 13. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved. Deploy the lab environment 1. Deploy the Lab CloudFormation template https://s3-us-west-2.amazonaws.com/aws-well-architected- labs/Operations/OE_Single_VPC+_2-Tier_Application_Lab.json 2. Examine the environment in CloudFormation Designer 3. Deploy your stack template AWS CloudFormation stack
  • 14. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved. Estate management Systems Manager
  • 15. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved. Understanding the Resources in your Environment 1. Set up Systems Manager 2. Create a second CloudFormation stack 2. Track your resources using Inventory 3. Review associations with State Manager Amazon EC2 Systems Manager stack Inventory State Manager
  • 16. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
  • 17. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved. Patch Management Systems Manager Patch Manager
  • 18. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved. Patch Management 1. Create a Patch Baseline 2. Assign a Patch Group 3. Scan your instances 4. Patch your instances Patch Manager documents
  • 19. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved. Removing lab resources
  • 20. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved. Removing lab resources 1. Delete your CloudFormation stacks 2. Delete your State Manager association If you created a… • S3 bucket, delete it • SNS Topic, delete it • Maintenance window, delete it If you don’t plan to use your Administrator user, delete it If you do plan to use your Administrator user, we recommend you enable MFA stack Maintenance Windows bucket State Manager IAM topic
  • 21. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
  • 22. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved. Operational Excellence Lead Well-Architected crlsonb@amazon.com Brian Carlson
  • 23. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved.
  • 24. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved. Bonus Content: Creating Maintenance Windows and Scheduling Automated Operations Activities
  • 25. © 2018, Amazon Web Services, Inc. or its affiliates. All rights reserved. Automating Patching with Maintenance Windows 1. Set up Maintenance Windows 2. Create a Patch Maintenance Window 3. Assign Targets 4. Assign Tasks 5. After the maintenance window review the results Maintenance Windows Patch Manager Amazon EC2