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Journey to the Cloud:
What I Wish I Knew
Before I Started
www.datavail.com 2
Doug Hahn, Principle Solution Architect
25+ years in IT, 15 consulting, 10 IT executive
Teams of 70+
Experience across multiple disciplines
Active in ODTUG, IOUG, OAUG and QUEST
• Chair OAUG Content Generation Sub Committee
• Ex-Chair of the OAUG Customer Support Council
• Former board member BIWA (IOUG)
• Conference Presentations for all four
Multiple public speaking engagements, OOW, Collaborate and regional
users groups
Publications:
• OAUG Insight Magazine Summer 2009 edition -- R12 and OBIEE: Intelligence
Investments for Turbulent Times and
• OAUG Insight Magazine Fall 2015 – Oracle Support Identifier Groups.
OAUG Speaker of the Year 2017
Presenter
About Datavail
www.datavail.com 4
Our Range of Data Services
Health Checks &
Assessments
Upgrades Data Migration
OBIEE & Hyperion
Consulting
Development, Tuning,
Automation
Data Warehouse
Build & Optimize
DevOps (Deploy & Automate)
Project Services
Data Development Services
24x7 In-Office Coverage
Monitoring & Incident
Response w/ SLAs
Service Requests
(Patch, Modify, etc.)
Multi-factor Monitoring
Proactive Services
(Health, Tune)
Structured Service Review
Operational Managed Services
www.datavail.com 5
The only software platform that unifies and controls your
entire Hyperion stack.
Log
Management
Automation
Management
User Experience
Monitoring
Performance
Monitoring
Optimization
Auditing
Performance
Testing Suite
Accelatis Application Performance
Management Platform
Fill Out
Evaluation Form
Each session evaluation
form received per person
gets a Hyperion Hero
Stress Figure!
www.datavail.com 7
What this
session IS
We will go over the various “Cloud” types
Discuss how Cloud is used to mean different things
Understanding these options, pros and cons
Talk about leveraging cloud-based architectures
• What works well
• What works less well
Applies to many products (on-Prem and Cloud)
• Hyperion, JDEdwards, EBS, PeopleSoft, DRM,
OBIEE/OBIA
www.datavail.com 8
What this
session is
NOT
Not a specific guide for your organization
This is not one-size-fits-all
Deeper conversations needed
• You can’t be an expert in 40 min.
www.datavail.com 9
Agenda
What is Cloud?
Types of XaaS
• FaaS, SaaS, PaaS, DBaaS, IaaS, Hosting, AMS
Oracle vs other definitions
Decision Matrix
Workload considerations
Extras – Backups, Cloning, Encryption
Compliance issues – Multi-tenant, Data Privacy,
Data Location, PII, PCI, HIPPA
What have we seen…
www.datavail.com 10
Typical Cloud Getting Started Mentality
Traditional Silos
• Physical
• Dedicated
• Static
• Heterogeneous
Consolidated
• Virtual
• Shared platform &
shared
infrastructure
• Dynamic
• Standardized
platform &
infrastructure
Private Cloud
• Self-service
• Auto-scaling
• Metering &
chargeback
• Capacity planning
Public Cloud
• Specialized
• Shared
• Standardized
Hybrid Cloud
• Federation across
public & private
clouds
• Interoperability
• Cloudbursting
www.datavail.com 11
Multiple definitions out there
Types of Cloud or XaaS
• FaaS
• SaaS
• PaaS
• DBaaS
• IaaS
• Hosting
• AMS
Oracle calls these all Cloud,
others have different definitions
What is Cloud?
End
Users
Application
Developers
Network
Architects
SaaS
PaaS
IaaS
ValueVisibilitytoEndUsers
www.datavail.com 12
Oracle Cloud High-Level Use Cases
Customizations
Application
Platform
Consolidation
Cost Savings
Customizations
App Development
Focus
Customizations
New Capability
Speed
IT Professional Developer Business End User
Application
Different
Users
Service
ProviderConsumer
Service
ProviderConsumer
IaaS
Cloud
PaaS Cloud SaaS Cloud
Key
Driver
www.datavail.com 13
FaaS – Function-as-a-Service
This is a future option
Buy only what you use
Channel by Channel, instead of cable or dish lineup
SaaS – Software-as-a-Service
Bundled functions into a service
Application that is developed/ported into a shared
infrastructure model
Data, applications are typically stored outside your
firewall
www.datavail.com 14
PaaS
Think of this like an SDK (Please don’t shoot me for the
over-simplification)
Develop, run, and manage applications without needing
to manage the infrastructure
Plug-and-play modules to enhance capabilities quickly
Used to enhance or extend SaaS solutions
Also sometimes used to describe on-prem applications
on IaaS
Platform-as-a-Service
www.datavail.com 15
DBaaS – Database-as-a-Service
Quickly stand up a database, create some tables and
upload data
IaaS – Infrastructure-as-a-Service
Think servers
Bare metal options
Pre-build OS
Get a desktop or server up and running quickly
www.datavail.com 16
Hosting
Putting your on-premises
server/DB/app onto someone
else's hardware
Could be a virtual or physical
move
Could be a rack, or a VM
Third party that you contract to manage
your server, DB, application, services
etc.
Some of these work together, others
build on one another
AMS
Application Management Services
www.datavail.com 17
Which to use?
When the off-the-shelf product will meet your needs
Commodity services
Limited or no customizations
Extensions ok (PaaS)
Operating budget is available
CapEx is not available
Limited interfaces, self-contained business processes
SaaS
www.datavail.com 18
Can be in your cloud, or a provider
Quick deployments
Avoids expensive or complex architecture
Convention tools may be limited
Which to use?
PaaS
www.datavail.com 19
Major players are Oracle, Amazon, Google, Microsoft
Provides a server (may contain OS, web server etc)
Workloads are quite variable
• High usage for short periods of time
• Can be turned off at night, weekends, outside peak
periods
Need quick provisioning
User self service
Which to use?
IaaS
www.datavail.com 20
Decision Matrix SaaS
Can business processes be changed to conform
to the application?
Standard processes across the globe
Limited interfaces/data loads
Reporting needs are minimal
Do you own your data? Can you locally store it
later?
www.datavail.com 21
Decision Matrix IaaS
A set of questions to help understand the workload
being considered
Not all workloads are suitable for the cloud
Best to derive a formula to determine suitability
Based on workload, costs, availability, need to flex
CPU, memory, storage
www.datavail.com 22
Decision Matrix Hosting
Can the service be provided outside of your data
center?
Allow providers to clone/backup/test DR
Many will include BIOS, OS, Java patching
Ability to grow and shrink CPU, memory, storage
needs
Data location/data privacy concerns
www.datavail.com 23
Decision Matrix AMS
Many times hosting/AMS can be combined for
cost savings
May include application/database level patching
Concerns about who has access to the data
Cloning of complex applications like EBS
Provide Level 1 and Level 2 support
More team focused on enhancement backlog
www.datavail.com 24
Workloads are high and consistent
Considerable customization or
extensions are needed
Legal/compliance reasons around
requiring data stored on site
You have the staff and expertise to
support it
Existing software licenses are already
paid for
Workload Considerations
May be best to wait for next upgrade
cycle
Business processes are not
standardized
Capital vs Operating expense
Cloud is not always the cheapest
Those were ‘Cloud’ options. On-premises is better when:
www.datavail.com 25
Extras to
consider
Backups
Who is responsible for the backups
BR/DR – how are your backups tested
Storage and retrieval needs
High Availability – Can you staff and afford clusters, RAC,
etc?
Cloning – creating dev/test environments
Encryption – many providers include encryption in their
offerings
Testing – do you have a testing solution or strategy?
www.datavail.com 26
Compliance
Issues
Multi-tenant Concerns
• Are you sharing hardware, data bases?
Data Privacy – is the data PII, PCI, HIPAA?
Data Location
• Moving to a data center down the street
• May not be that simple for compliance
• Contracts are often written with language:
• Internal data stores
• Specific addresses
• “Owned” by company
www.datavail.com 27
What have
we seen…
One size does not fit all
Workloads were a small consideration
Application affinity is a larger consideration
Product maturity was a large driver
Willingness of the business to change processes
to comply
Misunderstanding of what cloud providers actually
provide
Management tools across solutions are lacking
www.datavail.com 28
If you are using HR Modules
HR/HCM
Many complex integrations, best of breed
Oracle HCM product very mature
• Exception payroll – outsource that
Moving module by module
• Time and labor
• Recruitment
• Compensation
• Benefit tracking
Working to establish core HR
SaaS is commonly the direction
www.datavail.com 29
If you are using Finance
Accounting (AR/AP/GL) Planning
and Budgeting
Cloud offerings in subledger and project
accounting are not there yet
EPM products have matured a lot in the past
year
Many integrations - reporting needs are
huge
Steady workloads
Iaas/Hosting/AMS is commonly the direction
www.datavail.com 30
If you are using
Manufacturing
Manufacturing/Logistics
If core to your business
• Customizations are your differentiator
• Iaas/Hosting/AMS is the direction
If not core to your business
• Look for operational cost savings
• Leverage new features/capabilities as
deployed
• SaaS is the direction
www.datavail.com 31
In Summary
Be sure to understand which XaaS
makes sense, and maybe none do!
Understand your workload
List out the extras that come with
the service, not just the functionality
Compliance issues - think like a
lawyer
Doug Hahn
Principle Solution Architect
Doug.Hahn@Datavail.com
www.datavail.com
Thank you

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Journey to the Cloud: What I Wish I Knew Before I Started

  • 1. Journey to the Cloud: What I Wish I Knew Before I Started
  • 2. www.datavail.com 2 Doug Hahn, Principle Solution Architect 25+ years in IT, 15 consulting, 10 IT executive Teams of 70+ Experience across multiple disciplines Active in ODTUG, IOUG, OAUG and QUEST • Chair OAUG Content Generation Sub Committee • Ex-Chair of the OAUG Customer Support Council • Former board member BIWA (IOUG) • Conference Presentations for all four Multiple public speaking engagements, OOW, Collaborate and regional users groups Publications: • OAUG Insight Magazine Summer 2009 edition -- R12 and OBIEE: Intelligence Investments for Turbulent Times and • OAUG Insight Magazine Fall 2015 – Oracle Support Identifier Groups. OAUG Speaker of the Year 2017 Presenter
  • 4. www.datavail.com 4 Our Range of Data Services Health Checks & Assessments Upgrades Data Migration OBIEE & Hyperion Consulting Development, Tuning, Automation Data Warehouse Build & Optimize DevOps (Deploy & Automate) Project Services Data Development Services 24x7 In-Office Coverage Monitoring & Incident Response w/ SLAs Service Requests (Patch, Modify, etc.) Multi-factor Monitoring Proactive Services (Health, Tune) Structured Service Review Operational Managed Services
  • 5. www.datavail.com 5 The only software platform that unifies and controls your entire Hyperion stack. Log Management Automation Management User Experience Monitoring Performance Monitoring Optimization Auditing Performance Testing Suite Accelatis Application Performance Management Platform
  • 6. Fill Out Evaluation Form Each session evaluation form received per person gets a Hyperion Hero Stress Figure!
  • 7. www.datavail.com 7 What this session IS We will go over the various “Cloud” types Discuss how Cloud is used to mean different things Understanding these options, pros and cons Talk about leveraging cloud-based architectures • What works well • What works less well Applies to many products (on-Prem and Cloud) • Hyperion, JDEdwards, EBS, PeopleSoft, DRM, OBIEE/OBIA
  • 8. www.datavail.com 8 What this session is NOT Not a specific guide for your organization This is not one-size-fits-all Deeper conversations needed • You can’t be an expert in 40 min.
  • 9. www.datavail.com 9 Agenda What is Cloud? Types of XaaS • FaaS, SaaS, PaaS, DBaaS, IaaS, Hosting, AMS Oracle vs other definitions Decision Matrix Workload considerations Extras – Backups, Cloning, Encryption Compliance issues – Multi-tenant, Data Privacy, Data Location, PII, PCI, HIPPA What have we seen…
  • 10. www.datavail.com 10 Typical Cloud Getting Started Mentality Traditional Silos • Physical • Dedicated • Static • Heterogeneous Consolidated • Virtual • Shared platform & shared infrastructure • Dynamic • Standardized platform & infrastructure Private Cloud • Self-service • Auto-scaling • Metering & chargeback • Capacity planning Public Cloud • Specialized • Shared • Standardized Hybrid Cloud • Federation across public & private clouds • Interoperability • Cloudbursting
  • 11. www.datavail.com 11 Multiple definitions out there Types of Cloud or XaaS • FaaS • SaaS • PaaS • DBaaS • IaaS • Hosting • AMS Oracle calls these all Cloud, others have different definitions What is Cloud? End Users Application Developers Network Architects SaaS PaaS IaaS ValueVisibilitytoEndUsers
  • 12. www.datavail.com 12 Oracle Cloud High-Level Use Cases Customizations Application Platform Consolidation Cost Savings Customizations App Development Focus Customizations New Capability Speed IT Professional Developer Business End User Application Different Users Service ProviderConsumer Service ProviderConsumer IaaS Cloud PaaS Cloud SaaS Cloud Key Driver
  • 13. www.datavail.com 13 FaaS – Function-as-a-Service This is a future option Buy only what you use Channel by Channel, instead of cable or dish lineup SaaS – Software-as-a-Service Bundled functions into a service Application that is developed/ported into a shared infrastructure model Data, applications are typically stored outside your firewall
  • 14. www.datavail.com 14 PaaS Think of this like an SDK (Please don’t shoot me for the over-simplification) Develop, run, and manage applications without needing to manage the infrastructure Plug-and-play modules to enhance capabilities quickly Used to enhance or extend SaaS solutions Also sometimes used to describe on-prem applications on IaaS Platform-as-a-Service
  • 15. www.datavail.com 15 DBaaS – Database-as-a-Service Quickly stand up a database, create some tables and upload data IaaS – Infrastructure-as-a-Service Think servers Bare metal options Pre-build OS Get a desktop or server up and running quickly
  • 16. www.datavail.com 16 Hosting Putting your on-premises server/DB/app onto someone else's hardware Could be a virtual or physical move Could be a rack, or a VM Third party that you contract to manage your server, DB, application, services etc. Some of these work together, others build on one another AMS Application Management Services
  • 17. www.datavail.com 17 Which to use? When the off-the-shelf product will meet your needs Commodity services Limited or no customizations Extensions ok (PaaS) Operating budget is available CapEx is not available Limited interfaces, self-contained business processes SaaS
  • 18. www.datavail.com 18 Can be in your cloud, or a provider Quick deployments Avoids expensive or complex architecture Convention tools may be limited Which to use? PaaS
  • 19. www.datavail.com 19 Major players are Oracle, Amazon, Google, Microsoft Provides a server (may contain OS, web server etc) Workloads are quite variable • High usage for short periods of time • Can be turned off at night, weekends, outside peak periods Need quick provisioning User self service Which to use? IaaS
  • 20. www.datavail.com 20 Decision Matrix SaaS Can business processes be changed to conform to the application? Standard processes across the globe Limited interfaces/data loads Reporting needs are minimal Do you own your data? Can you locally store it later?
  • 21. www.datavail.com 21 Decision Matrix IaaS A set of questions to help understand the workload being considered Not all workloads are suitable for the cloud Best to derive a formula to determine suitability Based on workload, costs, availability, need to flex CPU, memory, storage
  • 22. www.datavail.com 22 Decision Matrix Hosting Can the service be provided outside of your data center? Allow providers to clone/backup/test DR Many will include BIOS, OS, Java patching Ability to grow and shrink CPU, memory, storage needs Data location/data privacy concerns
  • 23. www.datavail.com 23 Decision Matrix AMS Many times hosting/AMS can be combined for cost savings May include application/database level patching Concerns about who has access to the data Cloning of complex applications like EBS Provide Level 1 and Level 2 support More team focused on enhancement backlog
  • 24. www.datavail.com 24 Workloads are high and consistent Considerable customization or extensions are needed Legal/compliance reasons around requiring data stored on site You have the staff and expertise to support it Existing software licenses are already paid for Workload Considerations May be best to wait for next upgrade cycle Business processes are not standardized Capital vs Operating expense Cloud is not always the cheapest Those were ‘Cloud’ options. On-premises is better when:
  • 25. www.datavail.com 25 Extras to consider Backups Who is responsible for the backups BR/DR – how are your backups tested Storage and retrieval needs High Availability – Can you staff and afford clusters, RAC, etc? Cloning – creating dev/test environments Encryption – many providers include encryption in their offerings Testing – do you have a testing solution or strategy?
  • 26. www.datavail.com 26 Compliance Issues Multi-tenant Concerns • Are you sharing hardware, data bases? Data Privacy – is the data PII, PCI, HIPAA? Data Location • Moving to a data center down the street • May not be that simple for compliance • Contracts are often written with language: • Internal data stores • Specific addresses • “Owned” by company
  • 27. www.datavail.com 27 What have we seen… One size does not fit all Workloads were a small consideration Application affinity is a larger consideration Product maturity was a large driver Willingness of the business to change processes to comply Misunderstanding of what cloud providers actually provide Management tools across solutions are lacking
  • 28. www.datavail.com 28 If you are using HR Modules HR/HCM Many complex integrations, best of breed Oracle HCM product very mature • Exception payroll – outsource that Moving module by module • Time and labor • Recruitment • Compensation • Benefit tracking Working to establish core HR SaaS is commonly the direction
  • 29. www.datavail.com 29 If you are using Finance Accounting (AR/AP/GL) Planning and Budgeting Cloud offerings in subledger and project accounting are not there yet EPM products have matured a lot in the past year Many integrations - reporting needs are huge Steady workloads Iaas/Hosting/AMS is commonly the direction
  • 30. www.datavail.com 30 If you are using Manufacturing Manufacturing/Logistics If core to your business • Customizations are your differentiator • Iaas/Hosting/AMS is the direction If not core to your business • Look for operational cost savings • Leverage new features/capabilities as deployed • SaaS is the direction
  • 31. www.datavail.com 31 In Summary Be sure to understand which XaaS makes sense, and maybe none do! Understand your workload List out the extras that come with the service, not just the functionality Compliance issues - think like a lawyer
  • 32. Doug Hahn Principle Solution Architect Doug.Hahn@Datavail.com www.datavail.com

Editor's Notes

  1. Kurt
  2. Quick overview of expectations of this presentations. We are not going to provide a specific plan for your project, each project is different. We cannot cover all areas of reporting hierarchies, but I wanted to share a few key areas that tend not to get as much focus as they should, and results in issues down the road. This experience spans many different “Major” applications listed here from my own personal experiences as a user, developer, DBA, BA, PM, and executive sponsor over the past 20 years.
  3. As mentioned, we are not endorsing this as a blueprint for success, but rather suggestions on key activities you need to keep focus on