The document outlines the steps for planning an OpenStack proof-of-concept (PoC), including assembling a team, defining the scope and use case, selecting a distribution and hardware, developing test cases, executing the PoC, and planning the transition from PoC to production. Key steps involve identifying workloads, developing a reference architecture, evaluating distributions, and testing functionality and high availability before deployment.

1. Planning your OpenStack PoC
@openstackstl

2. OpenStack PoC
St.Louis OpenStack Meetup October 2014 2

3. Steps for a successful OpenStack PoC
• Identify a team.
• Define the use case, scope & success criteria.
• Define Reference Architecture
• Define the criteria for comparing distributions
• Identity workloads.
• Define test cases.
• Execute PoC.
• Plan for moving from PoC to Production
St.Louis OpenStack Meetup October 2014 3

4. Assemble a PoC Team
• Engineering/DevOps team with experience in
– Network
– Operating Systems
– Storage
– Python programming
• Project Co-ordination, Infrastructure sourcing
• Functional & Performance Testers
• Other Stakeholders
St.Louis OpenStack Meetup October 2014 4

5. Define the Scope
Trove
Sahara
Ironic
St.Louis OpenStack Meetup October 2014
TripleO
Designate
Zaqar
Mistral
Murano
Oslo
Manila
KeyStone
Horizon
Nova
Glance
Swift
Neutron
Cinder
Heat
Ceilometer
5

6. St.Louis OpenStack Meetup October 2014
6
http://is.muni.cz/th/325503/fi_m/thesis.pdf

7. Recommended
KeyStone Horizon Nova
Cinder Glance Neutron
Additions
Swift Heat Ceilometer
St.Louis OpenStack Meetup October 2014
7

8. Define the Reference Architecture
• General Purpose
• Compute focused
• Storage focused
• Network focused
• Hybrid
• Massively Scalable
What is the
use case?
http://docs.openstack.org/arch-design/content/ch_preface.html
St.Louis OpenStack Meetup October 2014 8

9. Select backend solution
• Keystone – PAM, LDAP, SQL, KVS (Key Value Store)
• Messaging – RabbitMQ, Qpid, 0MQ
• Hypervisor – KVM, Hyper-V, ESXi, Xen
• Network – ML2 (Modular Layer 2)
– Type Drivers (local, flat, VLAN, GRE, VXLAN)
– Mechanism Drivers (Arista, Cisco, Hyper-V,
Linuxbridge, L2 Population, Open vSwitch)
• Cinder – JBOD(LVM), EMC, NetApp, Ceph,
GlusterFS, Nexenta, HP, Hitachi, Fujitsu, SolidFire
St.Louis OpenStack Meetup October 2014 9

10. Select a Deployment Tool
• Mirantis Fuel
• Canonical MaaS/JuJu
• Dell Crowbar
• Triple-O
• Foreman
• Cisco OpenStack Installer (Puppet, Cobbler,
Hiera)
St.Louis OpenStack Meetup October 2014 10

11. Reference Architecture
St.Louis OpenStack Meetup October 2014 11

12. St.Louis OpenStack Meetup October 2014 12
http://docs.openstack.org/arch-design/content/prescriptive-example-online-classifieds.html

13. St.Louis OpenStack Meetup October 2014 13
http://docs.openstack.org/arch-design/content/prescriptive-example-compute-focus.html

14. Select a distribution
• Opensource
• Canonical
• Cloudscaling (EMC)
• HP Helion
• Metacloud (Cisco)
• Mirantis
• Nebula
• Piston Cloud Computing
• Red Hat Enterprise Linux OpenStack Platform
• StackOps
• SUSE
• VMware Integrated OpenStack (VIOS)
St.Louis OpenStack Meetup October 2014 14

15. Criteria to select a distribution
Source
Release
version vs
Distribution
version
contributions
to OpenStack
Long term
support
Training
availability
Price Selection
Upgrade path
to newer
version
HA support
Potential
acquisition
St.Louis OpenStack Meetup October 2014 15

16. Define the Hardware Specification
• CM Node
• Controller Node(s)
• Network Node(s)
• Compute Nodes
• Storage Nodes
• Network Switches (ToR, Aggregation)
– Spine and Leaf vs Hierarchical
St.Louis OpenStack Meetup October 2014 16

17. Test cases
• Establishing baseline
• API integration testing
• Functionality testing
• Benchmark testing
• High Availability tests
• Testing for Fault Tolerance
– Chaos Monkey
St.Louis OpenStack Meetup October 2014 17

18. Executing the PoC
• Identify task owners
• Define acceptance criteria
• Lab Hardware deployment
• Network configuration
• Software installation & configuration
• Deploy candidate applications
• Execute test cases
• Data gathering
St.Louis OpenStack Meetup October 2014 18

19. PoC to Production
Zones and
Regions
Partnering
with Vendor
Training
Capacity
planning
Charge back
planning
DevOps
culture
Address
Operational
requirements
Application
selection for
migration
St.Louis OpenStack Meetup October 2014 19

20. St.Louis OpenStack Meetup October 2014 20