The document provides an overview of OpenStack, an open-source cloud computing platform aimed at supporting public and private cloud providers. It discusses its mission, organizational structure, and the importance of community collaboration in its development. Additionally, it highlights the historical context, growth, and the various components of OpenStack, along with providing insights into the challenges and successes faced by the project since its inception.

1. CCA - NoDerivs 3.0 Unported License - Usage OK, no modifications, full attribution*
* All unlicensed or borrowed works retain their original licenses
State of the Stack - 2013
Game. Over. OpenStack is The Stack.
June 10th, 2013 - SNIA SPDEcon
(first edition delivered at OpenStack Summit, April 2013)
@randybias

2. Introduction

3. Who
3
OpenStack FoundationBoard of Directors
Prod. OpenStack pioneer, Cloudscaling:
Wins: KT, Internap, LivingSocial, Seagate (EVault),
IBS Datafort, major U.S. carriers, & others
Part of OpenStack community since July 2010 (launch)
Top 10 Cloud Computing Pioneer

4. I run an OpenStack product company
I believe the pioneers to emulate are:
I have run big data centers
100K+ sq ft, 1,000s of physical servers, 100s of switches
My Bias
4

5. 5
1 What is OpenStack?
3 History & Momentum
4 Stackology - a stack taxonomy
5 Stacking it Up - a dive into the projects
6 Stack Gaps - what’s missing?
7 Stack Politics - who’s playing?
9 Summary
2 Why the Success?
8 Who’s using it and how?

6. What is OpenStack?

7. OpenStack From 10km
7
Networking
OPENSTACK
CLOUD OPERATING SYSTEM
Standard Hardware
Compute Storage
Your Applications
OpenStack Dashboard
OpenStack Shared Services
APIs

8. OpenStack Mission
8
"To produce the ubiquitous Open Source cloud computing
platform that will meet the needs of public and private
cloud providers regardless of size, by being simple to
implement and massively scalable."
Code Community

9. OpenStack Foundation Mission
9
The OpenStack Foundation is an independent body providing shared
resources to help achieve the OpenStack Mission by Protecting,
Empowering, and Promoting OpenStack software and the
community around it, including users, developers and the entire
ecosystem.
The ubiquitous cloud
computing platform

10. What it is
Some say ...
... it’s an Infra-as-a-Service (IaaS)
... it’s a cloud operating system
... it’s a tool for building private clouds
We say it’s “The Stack”
... think Linux
... think Java
... think ubiquitous open source cloud toolkit
... think Game Changer
10

11. The Battle is Over (open src)
11
OpenStack Launch
OpenStack CloudStack Eucalyptus OpenNebula
Source: trends.google.com

12. Battle is Nearly Over (closed src)
12
OpenStack vSphere vCloud
Source: trends.google.com

13. Linux 2000 vs. Linux 2009
13
Is this OpenStack’s Trajectory?
Operating system family market share
2000 2009
Unix Linux
Linux Unix
Source: Linux Magazine
http://www.linux-mag.com/id/7749/
Linux
UNIX
BSD
Windows/Other
Mixed

14. Fastest Growing Global Open Source Community
14
COMPANIES
TOTAL DEVELOPERS AVERAGE MONTHLY
CONTRIBUTORS
CODE CONTRIBUTIONS
929 245 3,241
189 TOP 10 COUNTRIES
9,000+
INDIVIDUAL MEMBERS
“OpenStack appears to be a more advanced or more modern open source project than
some of its predecessors because it's a highly coordinated effort.”
– Charlie Babcock
Information Week
COUNTRIES
100
United States, China, India,
Great Britain, Australia, France,
Russia, Canada, Ireland, Germany

15. 15
Grizzly Stats
CONTRIBUTORS
PATCHES / DEV NEW DRIVERS TEST CLOUDS DEPLOYED DAILY
~14 15 700
517 (+56%)
TOP 10 CONTRIBUTING COMPANIES
7,620
PATCHES SUBMITTED
“OpenStack appears to be a more advanced or more modern open source project than
some of its predecessors because it's a highly coordinated effort.”
– Charlie Babcock
Information Week
NEW FEATURES
230
Red Hat, Rackspace, IBM, HP, Nebula,
Intel, eNovance, VMware, Cloudscaling,
DreamHost

16. Why the Success?

17. Who or What Should We Thank?
Rackspace for Letting Go
OpenStack Foundation & Community
Particularly, all of the companies who realized this could be big
Hype Curve
The OpenStack Infrastructure Team
Oslo Project (openstack-common)
A thankless job allowing shared code & cleaner projects
The Big Enterprises for Driving Interest
PTL Generational Shift
17

18. Infrastructure Team
Massive Effort -> Improved Quality
Gated Commits
All Code Has to Jump Through Gates
Tempest Test Framework
Code Reviews & Continuous
Integration
Jenkins, Gerrit
At scale: jenkins.openstack.org
18
1/4 pages

19. History &
Momentum

20. Jul
Inaugural
Design
Summit in
Austin
2010
20
OpenStack
launches
with 25+
partners
First ‘Austin’
code release
with 35+
partners
Oct Nov
First public
Design
Summit in
San Antonio
Austin
OpenStack Object Storage prod
OpenStack Compute dev preview
Launch!
2010 - The Launch Year
Source: Too many to list; blame me for inaccuracies

21. 2011 - Growing Pains & Early Adopters
Feb
2nd Summit
21
Rackspace
announces plans
to launch
independent
Foundation in
2012
OctApr
3rd Summit
(Santa Clara)
adds
Conference
Governance moves forward with
project technical leads (PTL),
policy board elections (PPB)
Jul
First
Anniversary
Bexar
OpenStack Compute for mid-size prod
OpenStack Image Service added to core
Cactus
OpenStack Compute for larger-
scale prod
Sep
Diablo
Major stability release
First 6-mo cycle release
2011
Decision to shift from 3-mo to
6-mo dev cycle
Jan
1st Swift
Public Cloud
Internap w/ Cloudscaling
Happy
Birthday!
1st Nova
Public Cloud
Internap w/ Cloudscaling

22. Created
framework for
Foundation as
a community
Feb Apr Aug
19 companies
announce
public support
for Foundation
Framework &
documents ratified
by community
22
Drafting committee
formed – creating
legal documents
OpenStack
Foundation
“officially”
launches
Sep
Essex
OpenStack Identity in core
OpenStack Dashboard in core
Folsom
OpenStack Block
Storage in core
OpenStack
Networking in core
2012
May
HP
Cloud
Launch
(Beta)
Citrix Bails
(how’s that going for ya?)
Jan
AT&T Joins
OpenStack
Internal production (private)
Oct
Gartner
Report
(teeth gnashing followed)
Inaugural OpenStack
Foundation Board
meeting
VMware, Intel, & NEC
accepted as Gold members
Board
Elections
2012 - Rise of the Foundation & Prod Deployments

23. 2013/2014 - Breakout Growth Years
Apr Oct
23
Q1
Havana
OpenStack Metering in integration
OpenStack Orchestration in integration
LBaaS?
“I” Release
2014
Grizzly
OpenStack Metering in incubation
OpenStack Orchestration in incubation
2013
First Summit
100% run and
funded by
Foundation
First
International
Summit
(APAC?)

24. In every single category, the
top 3 vendors support OpenStack
Incredible Industry Support
24
top 3 switch vendors top 3 storage vendors top 3 hypervisors
top 3 router vendors top 3 blade vendors top 3 linux vendors
top 3 x86 vendors

25. Developer Growth
25
Contributors per month (ohloh)

26. Developer Growth Comparison
Contributors per month (ohloh)
26

27. Dev Growth by Git Contributors
Qingye Jiang (John) - Open Source IaaS Community Analysis CY13 - Q1
http://www.qyjohn.net/?p=3120
27

28. Accumulated Community
Qingye Jiang (John) - Open Source IaaS Community Analysis CY13 - Q1
http://www.qyjohn.net/?p=3120
28

29. Growth by Domain (company - roughly)
Qingye Jiang (John) - Open Source IaaS Community Analysis CY13 - Q1
http://www.qyjohn.net/?p=3120
29
For the CloudStack
projects, influence from
Citrix is quite obvious, over
45% of github.com
commits come from
accounts belonging to
citrix.com and cloud.com.

30. 0
750
1500
2250
3000
Austin Santa Clara San Francisco Portland
Summit Growth
30

31. Established Marketing Reach
OpenStack.org 241k/visits month:
Software: 300K downloads
Membership: 9000+, Over 90% subscribe to newsletter
Relationships with Tier 1 publications and analysts
31
17,693
Followers
(+50% from 8/12)

32. Stackology

33. OpenStack From 10km
33
Networking
OPENSTACK
CLOUD OPERATING SYSTEM
Standard Hardware
Compute Storage
Your Applications
OpenStack Dashboard
OpenStack Shared Services
APIs

34. CLI toolsDashboard Other tools
ComputeNetworkingOrchestration
Hypervisor(s) Queuing
Database
/ KVS
/ Cache
External
Block
Provider
Physical
Network
Provider
Provisioning
Log
Aggregation
Health
Monitoring
etc.
REST Meter Data
REST
SQL, etc. Varies Varies Varies AMQP/0MQ
Topology &
Metadata
Metering
REST
REST REST
DNS
Image
Management
Identity
Management
REST
Block
Storage
Object
Storage
OpenStack (m)Architecture Slide
34
UI Layer
Elastic
Services
Layer
Otherstuff,youprobablyneed/want
Data &
Resource
Layer
Shared
Services
Layer

35. Project
Name
Description Layer
AWS
Equivalent
Codename
Dashboard Self-service, role-based web
interface for users and administrators
UI Console Horizon
Compute Provision and manage large pools of
on-demand computing resources
Elastic
Service
EC2 Nova
Block Storage Volumes on commodity storage gear,
and drivers for turn-key block storage
solutions
Elastic
Service
EBS Cinder
Object
Storage
Petabytes of reliable storage on
standard gear
Elastic
Service
S3 Swift
Networking L2-focused on-demand networking
with some L3 capabilities
Elastic
Service
VPC Quantum
Orchestration Application orchestration layer that
runs on top of and manages
OpenStack Compute
Elastic
Service
CloudFormation,
CloudWatch
Heat
Metering Centralized metering data for all
services for integration to external
billing
Shared
Service
N/A Ceilometer
Identity Multi-tenant authentication system
that ties to existing stores (e.g.
LDAP) and Image Service
Shared
Service
None Keystone
Image
Management
Upload, download, and manage VM
images for the compute service
Shared
Service
VM Import/
Export
Glance
35

36. 6 month integrated release cycle
Every 6 months, we coordinate and integrate:
Thousands of patches & commits
Across hundreds of developers
And 9 “integrated” or “core” projects
Completely impossible without:
The OpenStack infrastructure team (CI, etc.)
Dedicated PTLs and individual developers
No other similar project does this
36

37. OpenStack is Well Organized
Qingye Jiang (John) - Open Source IaaS Community Analysis CY13 - Q1
http://www.qyjohn.net/?p=3120
37
“[the coordinated
releases are] an
indicator that the
OpenStack
project is well
organized in terms
of sub-project
management.”

38. Stacking It Up

39. A Quick Note of Thanks
39
These diagrams would not have been
possible without the prior work of:
Ken Pepple, Solinea (@ken_pepple)
Dina Belova, Mirantis
... and the help of several Cloudscalers:
Eric Windisch (@ewindisch)
Joe Gordon (http://github.com/jogo)
Matt Joyce (@openfly, http://www.music-piracy.com)
Dan Sneddon (@dxs)
Joseph Glanville (@jpgvm)

40. Caveat Emptor
40
The focus for these diagrams was ease of
reading, not accuracy.
See Ken Pepple’s originals or the code if you need truth.
That being said, our team tried really hard for accuracy.
Blame me for any errors.

41. Architecture Diagrams Legend
41

42. OpenStack RPC
42
{
'oslo.version': '2',
'oslo.message': json ( {
'method': 'method_name',
'args': { 'keyword': 'value' }
} )
}
nova-api nova-scheduler
Remote Procedure Call
(invoked via (a)synchronous message passing)

43. OpenStack Compute (Nova)
43

44. Compute Thoughts
44
Nova still runs best w/ KVM
Do we need another hypervisor? What’s the biz case?
Multiple Availability Zones still not solved
Cells are for making one AZ bigger
complex, tight-coupling
We need a clean sharding mechanism for AZes
also what about Cinder and Quantum?
Integ. to Cinder & Quantum needs rethink
More information needs to be able to be passed back

45. Compute (Networking) Thoughts
45
nova-network still required
Quantum has been L2 focused & L3 gap still exists
centralized nova-networking is #fail
decentralized is more #fail
nova-conductor security for hypervisor obviated
nova-metadata-api & nova-network on every hypervisor?
security implications
reconciling Quantum and nova-network?
Quantum needs more L3 capability, but ...

46. OpenStack Block Storage (Cinder)
46

47. Block Storage Thoughts
47
Default “nova-volume” func. is too minimal
When people think Block Storage service they assume:
Persistent, Network-based, & Performant - it isn’t
Cinder scheduler needs info from Nova
Assuming you want to do anything interesting
Point of lock-in since default isn’t useful
You have to place a bet on a block storage solution
These are expensive, experimental or proprietary

48. OpenStack Networking (Quantum)
48

49. Networking Thoughts
49
Default networking functionality is minimal
The APIs have been L2-centric
L3 functionality is same as existed with nova-network
Same architecture, same basic layout, with all of the downsides
Needs a Quantum plugin for full func.
Can’t run more than one plugin at a time per function
Only truly baked plugin is probably Nicira?
Others in process, but it’s not clear how many production deployments there are
Good news is that this area is hot
So hopefully this is unstuck soon

50. OpenStack Object Storage (Swift)
50

51. Object Storage Thoughts
51
Swift has continued to lag OpenStack dev
3 yrs on, auditor is slow & does not prioritize replication
Container replication is a bad hack
Ugly stepchild of OpenStack
Keystone authentication woes (integration, performance)
Isn’t universally loved like Nova
Sad, since it was the more mature of the two projects at launch in 2010
Good news: this area has new players
EVault, Seagate, SwiftStack

52. OpenStack Image Mgmt (Glance)
52

53. Image Mgmt Thoughts
53
Still not clear why this is standalone project
Really a sub-function of Compute
Semi-pluggable (but not really)
Uses different backends for image storage
To be really useful it needs more features:
P2V, V2V, and other image conversion
Ability to slipstream PV drivers into images
Convert from popular formats: OVF, AMI, etc.

54. OpenStack Identity (Keystone)
54

55. Identity Mgmt Thoughts
55
Mixed identity / schizophrenia
Verifies identity, authorization, AND service registry
Service registry is one of many
Nova, Cinder, et al have their own internal registries
Slows everything down
See LivingSocial preso from Folsom Summit
See caching tricks with memcache some projects use
OpenStack needed to reinvent wheel here?
This could have just been LDAP with a schema + caching

56. OpenStack Dashboard (Horizon)
56
Source: Wikipedia (http://en.wikipedia.org/wiki/Model–view–controller)

57. Dashboard Thoughts
57
It’s gotten a lot better
Same UI for end-user and admin is bad idea
CloudStack did this and it was a mess
The workflows and views are too different
Security considerations exist
General lag: many things aren’t accessible
e.g. Heat
Need better docs on extending, w/o harm
Customers, product companies, SPs all want to modify
Allow for customizations, while supporting upgrades, etc.

58. OpenStack Metering (Ceilometer)
58

59. Metering Thoughts
59
Metering systems are hard
Bad or incomplete data for SPs is existential
Metering system should be *very* baked (is 1yr enough?)
No tokenized meter data
Instance hours not enough
How do you bill for Windows, Oracle, RHEL licenses?
Tokens stack: size of instance, OS and app licenses, etc.
Needs to get flow data from edge switches
Netflow and/or Sflow support for physical switches
Data from the vSwitches is not the best source in the real world

60. OpenStack Orchestration (Heat)*
60
* Source: http://www.slideshare.net/dbelova/openstack-heat-slides

61. Orchestration Thoughts
61
Huge potential
Adds additional AWS func: CloudWatch, CloudFormation
Provides clean templates for stacks, which means:
OpenStack on OpenStack (OoO) for testing, etc.
First primary project that rides “on top”
Clear differentiator over other projects
Initiative: Heat templates for Ref Arch
Vendors, customers, etc. could feed to prov systems:
Crowbar, Piston, Cloudscaling, etc.

62. Strengths:
De facto winner
Incredible community
Unstoppable velocity
Clear innovation curve
SWOT: OpenStack
62
Opportunities:
Build an SQL92 base for cloud
compute (see Threats)
Public cloud compatibility as first
order initiative
vCloud private cloud compatibility
as first order initiative
Weaknesses:
No benevolent dictator
Lack of IaaS experience for many
developers
Interoperability will be difficult
Not impossible, *difficult*
Threats:
Splintering, fragmentation, and
customization
Forking or ivory tower thinking

63. Stack Gaps

64. What’s In a Complete Cloud OS?
64
OpenStack
Relationship
Who?
OpenStack
Score
Ecosystem
Score
Vendor
Target*
User Interface(s) Horizon, CLI, ...
OpenStack, Vendor,
Ecosystem 4 2 4
Elastic Resource
Management
Nova, Swift,
Quantum, Cinder, ...
OpenStack, Vendor,
Ecosystem 4 1 4
Service Discovery
Scattered:
Nova, Keystone, ...
OpenStack, Vendor 2 0 4
Authentication,
Authorization, and
Access Controls (AAA)
Keystone (authen/
author), various
projects (ACLs)
OpenStack 2 0 4
HW/SW Life Cycle
Management
N/A Vendor, Ecosystem 1 2 4
Service Management N/A Vendor
0 1 4
Health & Logging N/A Vendor, Ecosystem
0 0 4
Topology & Inventory N/A Vendor
0 0 4
Hardware Certifications N/A
OpenStack, Vendor,
Ecosystem 1 1 2**
* We’re all _trying_ to close this gap ** It’s a hard problem no one will solve individually

65. Your Basic Choices
Download OpenStack and DIY
OpenStack Distributions
Turn-key Systems
powered by OpenStack
65
1
2
3

66. Stack Politiks

67. Types of OpenStack Players
67
Type Description Example
Hardware Vendor
Selling hardware that integrates or supports
OpenStack
Juniper, NetApp, Cisco, EMC
Component Vendor
Point solution, usually software, that
provides subset of OpenStack functionality or
supports it
Midokura, Nexenta
Distribution /
Packager
Basic packaging, some installation/setup,
etc.
RedHat, SUSE, Canonical
Turn-key System
Complete, integrated, OpenStack solution,
with value adds
Cloudscaling, Nebula, Piston
Service Companies
Professional or managed services to
customize or operate OpenStack
Mirantis, Metacloud,
Rackspace Private
Public Clouds Public IaaS HP, Rackspace Public
PaaS / ISVs Value add on top of OpenStack deployments
Scalr, ActiveState (Stackato),
CloudFoundry
Private Clouds Users Wikimedia, AT&T, Yahoo!

68. components -
compute
components -
storage
systems
Linux distros public clouds private clouds
PaaS / layered ISVsservice companies
components - networkhardware
Who’s Playing the OpenStack Game?
68

69. components -
compute
components -
storage
systems
Linux distros public clouds private clouds
PaaS / layered ISVsservice companies
components - networkhardware
Player Motivations
69
Sell Hardware
Sell SDN
Software
Sell Storage
Software
Sell HV
Software &
Support
Sell Turn-key
Systems &
Support
Sell Labor (T&M),
Monthly
Management, etc,
Sell Software on
Top of IaaS
Sell Support via
“owning” the
community
Sell Online Cloud
Resources
Use OpenStack for
Business Leverage

70. Who’s Using It?

71. First OpenStack Survey
71
414#survey#responses#
16%
7%
8%
4%
11%
17%
37%
More#than#10,000#employees#
5,001#to#10,000#employees#
1,001#to#5,000#employees#
501#to#1,000#employees#
101#to#500#employees#
217100#employees#
1720#employees#
Company Size
Information Technology 60%#
Academic / Research 15%#
Telecommunication 10%#
Industries
Government / Defense 3%#
CC Icons http://vathanx.deviantart.com/
175 29 28 23 18
56countries
Country
124$
100$
77$
151$
Service
Provider
Ecosystem
Vendor
Cloud
Consumer
Cloud
Operator
Type of Involvement

72. Deployments at a Glance
Type
35#
Hosted#
Private# 15#
Hybrid#
#
37#
Public#
106#
On#Premise#
Private#
Trunk&
8%&
Grizzly&
15%&
Folsom&
47%&
Essex&
25%&
Diablo&
5%&
Version
84
92
94
Production Proof of
Concept
Dev/QA
Stage
134#
94#
94#
89#
66#
46#
Dashboard
Object Storage
Snapshotting to new images
Live Migration
EC2 Compatibility API
S3 Compatibility API
Features
181#
171#
169#
153#
147#
121#
103#
20#
16#
Nova
Glance
Keystone
Horizon
Quantum
Cinder
Swift
Ceilometer
Heat
Components
197&Deployments&

73. Size of 98 Production Compute Systems
73
1"100$$
52%$
101"500$
18%$ 501"1,000$$
8%$
1,001"5,000$$
8%$
5,000"10,000$$3%$
>$10,000$$6%$
Unspecified$5%$
Other$
30%$
Instances
1"50$$
71%$
51"100$$
8%$
101"500$$
9%$
501"1,000$$2%$
>1,000$$4%$
unspecified$
6%$
Other$
29%$
Nodes
1"100$$
51%$
101"500$$
21%$ 501"1,000$$
4%$
1,001"5,000$$
12%$
5,001"10,000$
3%$
>10,000$$
4%$
unspecified$
5%$
Other$
16%$
Cores

74. Usage: KVM, LVM, OVS & SQL
74
KVM$
71%$
ESX$
8%$
Xen$
8%$
Xenserver$
5%$
Lxc$5%$
Hyperv$3%$
Other$
29%$
Hypervisors
LVM$
36%$
NFS$
19%$
Ceph$RBD$
13%$ Netapp$
10%$
GlusterFS$
8%$
SAN/HP$5%$
Windows$4%$
EMC$3%$
Solidfire$2%$
Other$
32%$
Open$
Vswitch$
39%$
Linux$
Bridge$
31%$
Cisco$
11%$ HyperUv$
5%$
Nicira$
5%$
Brocade$3%$
Ryu$2%$
big$switch$2%$
NEC$2%$
Other$
19%$
Storage Drivers
Network Drivers
SQL$
55%$
LDAP$
34%$ PAM$
8%$
KVS$
3%$
Other$11%$
Identity Drivers
150$
62$
33$
JSON$ XML$ Both$
API Format

75. Summary

76. OpenStack by TKO?
OH: “Finish him!”
We still have work to do
Your participation matters
Regardless of whether you: build, develop, or operate
Get involved
http://is.gd/openstack
76

77. Q & A
http://simplicityscales.com/
engineering blog
77
Randy Bias
CTO & Co-founder, Cloudscaling
Director, OpenStack Foundation
@randybias
Original Summit Slides are at:
http://engineering.cloudscaling.com/portland13