Upgrading OpenStack has been notoriously difficult for IT teams, with 20 million lines of code to understand and keep up to date. With our managed OpenStack offering, the Platform9 team has done thousands of upgrades, leveraging DevOps and Cloud-Native principles to overcome common pitfalls. In this PowerPoint, OpenStack Ambassador Kenneth Hui and DevOps Engineer, Harrison Page, will share: - Top 3 common pitfalls when upgrading OpenStack - Ways to avoid these common pitfalls - Best practices for streamlining the OpenStack upgrade process - How Platform9 enables painless OpenStack upgrades Learn how to make OpenStack upgrades painless for you and your team!

1. UPGRADING OPENSTACK?
AVOID THESE
3 COMMON PITFALLS
KEN HUI
DIRECTOR OF TECHNICAL MARKETING
@hui_kenneth
HARRISON PAGE
SOFTWARE ENGINEER
@harrisonpage

2. P R O L O G U E
"Upgrade from one OpenStack release to the next is a daunting task. Experienced OpenStack
operators usually only do so reluctantly."
- Drew Fisher, Oracle
"It's a process that strikes fear into the hearts of Sysadmins everywhere."
- Chris Cowley
“Backbreaking” OpenStack migrations hinder enterprise upgrades
- Barb Darrow, Gagaom
"Over the course of a month, what became obvious was that a huge amount of the
documentation I was consuming was either outdated or fully inaccurate."
- David Paube, Packet

3. W H Y A R E U P G R A D E S
S O D I F F I C U LT ?
1 . U N I N T E N D E D C O N S E Q U E N C E S :
N E W F E AT U R E S B R I N G N E W B U G S
2 . F E AT U R E S G E T D E P R E C AT E D O R A R E
O T H E R W I S E N O T B A C K WA R D S C O M PAT I B L E
3 . N E W R E Q U I R E M E N T S : FA S T E R C P U ,
M O R E D I S K S PA C E
4 . D ATA B A S E S C H E M A C H A N G E S
5 . C U S T O M C O N F I G U R AT I O N S T O B E
P R E S E R V E D : F I R E WA L L R U L E S , U S E R S E T T I N G S

4. S O W H Y U P G R A D E ?
1 . P L AT F O R M S TA B I L I T Y
B U G S H A P P E N
2 . N E W F E AT U R E S
O P E N S TA C K A D D S N E W P R O J E C T S A N D N E W
F E AT U R E S T O E X I S T I N G P R O J E C T S
3 . O N G O I N G S U P P O RT
V E N D O R S C A N ' T S U P P O RT E V E RY T H I N G
F O R E V E R
4 . S E C U R I T Y U P D AT E S
A LWAY S W I T H T H E PAT C H E S

5. 3 M O S T C O M M O N
P I T FA L L S
1 . N O T I M P L E M E N T I N G A U T O M AT I O N
2 . N O T E N O U G H T E S T I N G
3 . N O R O L L B A C K C A PA B I L I T I E S

6. B U I L D I N G B L O C K
P R I N C I P L E S
I T S TA RT S W I T H T H E R I G H T D E S I G N PAT T E R N S
• P I O N E E R S I N T H E C L O U D C O M P U T I N G S PA C E
• A M A Z O N
• N E T F L I X ( S I M I A N A R M Y )
• Y O U C A N B U I L D S Y S T E M S W I T H H I G H AVA I L A B I L I T Y A N D
S E R V I C E U P T I M E , E V E N I F T H E U N D E R LY I N G
I N F R A S T R U C T U R E I S F R A G I L E
MORE
AUTOMATION
MORE
TESTING
ROLLBACK
CAPABILITIES

7. B U I L D I N G B L O C K
P R I N C I P L E 1 :
T H E B I G G E S T R I S K F O R FA I L U R E O C C U R S W H E N
A H U M A N I S R E Q U I R E D T O M A N U A L LY
C O M P L E T E R E P E T I T I V E TA S K S
MORE
AUTOMATION
MORE
TESTING
ROLLBACK
CAPABILITIES

8. B U I L D I N G B L O C K
P R I N C I P L E 2 :
C L O U D M A N A G E M E N T TA K E S O N N E W
M E A N I N G W H E N Y O U F O C U S O N O V E R A L L
S E R V I C E U P T I M E I N S T E A D O F I N D I V I D U A L
C O M P O N E N T U P T I M E
MORE
AUTOMATION
MORE
TESTING
ROLLBACK
CAPABILITIES

9. B U I L D I N G B L O C K
P R I N C I P L E 3 :
• M A K E U S E O F I M M U TA B L E I N F R A S T R U C T U R E
• T R E AT Y O U R I N S TA N C E S A S D I S P O S A B L E
U N I T S
• D O N ’ T U P G R A D E Y O U R I N F R A S T R U C T U R E ,
R E P L A C E I T
“ O T H E R W I S E T H E R E S U LT I S A U N I Q U E
S N O W F L A K E - G O O D F O R A S K I R E S O RT, B A D
F O R A D ATA C E N T E R . " - - M A RT I N F O W L E R
MORE
AUTOMATION
MORE
TESTING
ROLLBACK
CAPABILITIES

10. P L AT F O R M 9 M A N A G E D
O P E N S TA C K
• C L O U D M A N A G E M E N T- A S - A -
S E R V I C E
• Y O U R S E R V E R S H O S T Y O U R D ATA
• P L AT F O R M 9 H O S T S O P E N S TA C K
C O N T R O L L E R S W I T H 2 4 / 7
M O N I T O R I N G , S U P P O RT , A N D S L A
• W O R K S W I T H Y O U R E X I S T I N G
V M WA R E A N D K V M
E N V I R O N M E N T S
• I N S TA L L S I N M I N U T E S , N O T
M O N T H S

11. T H E P L AT F O R M 9
A R C H I T E C T U R E

12. A U T O M AT I O N
W E ’ V E A U T O M AT E D C O N F I G U R AT I O N
M A N A G E M E N T AT P L AT F O R M 9 U S I N G A N O P E N
S O U R C E T O O L C A L L E D A N S I B L E W I T H “ S N A P E "
S N A P E :
• C R E AT E S A M I - B A S E D I N S TA N C E S T H AT M A K E
U P A C U S T O M E R D U ( " D E P L O Y M E N T U N I T ” )
• A P P L I E S N E T W O R K C O N F I G U R AT I O N
• C R E AT E S D ATA B A S E I N S TA N C E F O R E A C H D U
• A P P LY C U S T O M E R C O N F I G U R AT I O N :
PA S S W O R D S , S S H K E Y S , S S L C E RT I F I C AT E S
• D E P L O Y S M O N I T O R I N G , L O G G I N G A N D
A N A LY T I C S T O O L S
MORE
AUTOMATION
MORE
TESTING
ROLLBACK
CAPABILITIES

13. ROLLBACK
CAPABILITIES
MORE
AUTOMATION
MORE
TESTING
T E S T I N G
W E H AV E A B O U T 1 0 0 L O N G - F O R M T E S T S , 1 0 0 0 S
O F U N I T T E S T S T H AT W E C A N R U N O N E A C H
B U I L D T O V E R I F Y A N U P G R A D E I S VA L I D

14. T H E B L U E / G R E E N
D E P L O Y M E N T
M O D E L :
• S TA N D U P T W O P R O D U C T I O N E N V I R O N M E N T S
• B L U E I S L I V E ( C U R R E N T R E L E A S E )
• G R E E N I S S TA N D B Y ( N E W R E L E A S E )
• I F A L L L O O K S G O O D , P R O M O T E T H E G R E E N
I N S TA N C E T O P R O D U C T I O N A N D S E T B L U E
A S I D E S O W E C A N R E V E RT T H E R E I F
S O M E T H I N G G O E S W R O N G
MORE
TESTING
MORE
AUTOMATION
ROLLBACK
CAPABILITIES

15. U P G R A D E P R O C E S S
W E R E C E N T LY U P G R A D E D F R O M H AVA N A T O
J U N O
P L AT F O R M 9 C U S T O M E R S A R E " O F T E N
G E N U I N E LY A N D H A P P I LY S U R P R I S E D B Y O U R
PA I N L E S S , Z E R O - T O U C H
O P E N S TA C K U P G R A D E "
U P G R A D E S A R E S C H E D U L E D 1 - 2 W E E K S I N
A D VA N C E :
• S O M E O R G A N I Z AT I O N S P R E F E R A L O N G E R
W I N D O W
• O T H E R S W H O A R E H E L P I N G U S T E S T O R
WA I T I N G O N N E W F E AT U R E S D O N ' T M I N D
M O R E F R E Q U E N T U P D AT E S

16. B E F O R E U P G R A D I N G
P L AT F O R M 9 :
• B A C K U P A L L L O G S A N D I N T E R E S T I N G F I L E S
• D U M P A L L D ATA B A S E TA B L E S
• G I V E E V E RY B O D Y I N T H E C O M PA N Y V I S I B I L I T Y
I N T O T H E P R O C E S S
MORE
TESTING
MORE
AUTOMATION
ROLLBACK
CAPABILITIES

17. S E R V I C E O R I E N TAT I O N
C U S T O M E R D U D O E S N O T S T O R E C O N F I G U R AT I O N
D ATA L O C A L LY:
• E V E RY T H I N G I S S T O R E D I N A R E M O T E D ATA B A S E
• A L L C O N F I G U R AT I O N B I T S A R E E N C RY P T E D A N D
C H E C K E D I N T O S O U R C E C O D E C O N T R O L
N E W I N S TA N C E S C A N B E D E P L O Y E D A S U S A G E
I N C R E A S E S
MORE
TESTING
MORE
AUTOMATION
ROLLBACK
CAPABILITIES

18. R O U T E R
W E B
S E R V E R
A P P
S E R V E R
D B
MORE
TESTING
MORE
AUTOMATION
ROLLBACK
CAPABILITIES

19. P L AT F O R M 9 P R A C T I C E S
" C H AT O P S "
W E H AV E A S L A C K B O T T H AT C A N S C H E D U L E A N D
K I C K O F F C U S T O M E R U P G R A D E S
• T H E S A M E B O T W I L L I N S TA L L O R R E C O V E R A
C U S T O M E R I N S TA N C E
W E H AV E A # D E B U G C H A N N E L T H AT S H O W S W H AT ' S
H A P P E N I N G U N D E R T H E H O O D
• C H AT- R O O M - A S - S H A R E D - S H E L L G I V E S I N S I G H T T O
A L L PA RT I E S
MORE
TESTING
MORE
AUTOMATION
ROLLBACK
CAPABILITIES

20. S U M M A RY
1 . U P G R A D E S A R E D I F F I C U LT B U T
N E C E S S A RY
2 . WAT C H O U T F O R C O M M O N
P I T FA L L S
3 . A D O P T C L O U D - N AT I V E P R I N C I P L E S
4 . C O N S I D E R L E T T I N G U P G R A D E S B E
S O M E O N E E L S E ’ S P R O B L E M