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H o n gK o n g
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Developing an Effective Mass Migration
Strategy from Portfolio Discovery Analysis
Wilfred Wah
Senior Engagement Manager
AWS Professional Services
S e s s i o n I D
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Agenda
• Purpose of Migration Discovery
• Migration Business Case and its Components
• Data gathering and insights out of Portfolio Discovery
• Opportunities for Further Optimization
• MPA Demo
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Migration process
Application
Discovery &
Planning
Operate &
Optimize
Application
Design,
Migration &
Validation
Migration
Business Case
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Discovery is critical to migration success…
Application
Discovery
Planning
Business Case
Preparation
Collect the data you need to determine
and quantify the benefits of operating in
the AWS cloud vs on-premises
Understand your hardware & software
inventory, dependencies, and
performance metrics to determine your
migration strategy
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When considering adoption of AWS, many
of our customers focus solely on the
opportunities to reduce IT costs without
considering the strategic and business
benefits a move to the cloud could bring.
Is a business case on Cloud just about cost reduction?
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92% of value comes beyond infrastructure savings
https://pages.awscloud.com/Global_IDC_Enterprise_Whitepaper.html
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Key questions on financial implications of cloud
adoption
• What the cost of continuing as we are will be?
• What the cost of adopting the cloud will be?
• What the cost of operating in the cloud will be?
• What the cost of decommissioning my existing environments will be?
• What business value benefits I can realise by adopting the cloud?
• What strategic outcomes that cloud adoption will help you achieve?
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Building a business case out of portfolio analysis with
the right focus
ComplexityofAnalysis
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Benefit Categories of Cloud
Operational CostsResource EfficiencyCost AvoidanceOperational ResilienceBusiness Agility
• Reduced Risk
Profile/Reduced
cost of Risk
Mitigation
• Revenue & margin
improvements due
to reduced outages
• Reduced Time to
Market
• Increased operational
agility (new market
penetration,
divestiture,
acquisition)
• Reduced cost &
increased Pace of
Experimentation
• Elimination of
hardware refresh
programs
• Elimination of
maintenance
programs
• Unit Price of
Infrastructure
• Ability to match
supply & demand
• Reinvention is
continuous – a true
efficiency dividend
• A pathway to
optionality
• An elastic Cost Base
• Transparency drives a
lean mindset
• Automation drives
maintenance
efficiencies
• Reduced cost of
planned and
unplanned outages
• Increased Developer
Productivity
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Portfolio Assessment helps reveals different cost
components within a business case
$
TCO
Migration bubble
Optimisation / Innovation
Current / Do nothing
(with growth)
AWS environment
Payback period
Time
Cost
Decommission
Business value
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Hardware – Server, Rack
Chassis PDUs, ToR Switches
(+Maintenance)
Software - OS,
Virtualization Licenses
(+Maintenance)
Facilities CostHardware – Storage Disks,
SAN/FC Switches
Software - Backup
Network Hardware – LAN
Switches, Load Balancer
Bandwidth costs
Software – Network
Monitoring
Server Admin, Virtualization Admin, Storage Admin, Network Admin, Support Team
Diagram doesn’t include every cost item. E.g. software costs can include database, management, middle tier software costs. Facilities cost can include costs
associated with upgrades, maintenance, building security, taxes etc. IT labor costs can include security admin and application admin costs.
Space Power Cooling
Project planning, Advisors, Legal, Contractors, Managed Services,
Training, Cost of capital
Business Value:
Cost of delays
Risk premium
Competitive abilities
Governance
Etc.
IT Labor Costs
Network Costs
Storage Costs
Server Costs
4
1
2
3
Extras5
Facilities Cost
Space Power Cooling
Facilities Cost
Space Power Cooling
Typical TCO considerations
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Cost Run-rate across different components
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• Technology refresh ↓↓
• Facility revamp ↓↓
• MSP contract ↓↓
• Manpower recruit↓↓
• Time saved ↑↑
• Support overhead ↓↓
• MA&D time ↓↓
• Defects ↓↓
• Outages ↓↓
• Security ↑↑
• User satisfaction ↑↑
• Cycle times ↓↓
• POC delivery ↓↓
• Innovation ↑↑
• Speed to market ↑↑
• Complexity ↓↓
Understanding potential benefits
Cost Avoidance Resource efficiency Operational resilience Business agility
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Quantify the benefits into values
Typical
focus
Most compelling
cloud benefits
Application_1
Cost Avoidance
MSP contract
License terminated
Data center rental
Savings
$1,093,514
$688,514
$154,640
Total $1,936,668
Resource efficiency
Infrastructure
Facilities
Application
Value
$405,000
$270,000
$337,500
Impr
30%
80%
20%
Total $1,012,500
Operational resilience
eCommerce1
Value
$1,432,343
After
99.5%
Before
99.0%
Total $1,432,343
Business agility
Time to deploy
Total defects
Customer NPS
Employee NPS
Value
$656,232
$640,360
$1,302,274
$1,751,055
Impr
22%
35%
50%
33.3%
Total $4,349,922
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Portfolio analysis is the foundation for success in
Migration
Analysing your portfolio enables your
migration executed based on factual data
and consequential insights. It maximizes
opportunities to realize benefits and
minimizes risks.
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Key questions that portfolio discovery can address
• How do I rebuild / verify my asset inventory for the migration
planning?
• What’s the actual utilization of my server, memory and storage?
• What software is running on each server?
• What are my application dependencies?
• What, how and when should I migrate which applications?
• What’s the realistic timeline and key milestones of my entire migration
journey?
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Configuration and Performance Data Gathering
Storage
§ Type
§ Capacity
§ Utilization
§ . . .
Server
§ Physical/virtual
§ OS version
§ CPU, RAM, Disk
• type, utilization
§ . . .
Network
§ Device type
§ Firewall rule
§ Network connection
§ . . .
Application
§ Owners, criticality
§ Characteristics
§ Stack
§ Infrastructure
§ . . .
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Discovery Analysis - What should we look for?
v Completeness and usability
§ Not all the required data can be discovered from a tool, most of the time some manual
discovery is still necessary
Apps, Servers, Connections
§ No. of apps and servers
§ Application and server
dependencies
Performance metrics
§ Allocate and right-size target
resources
Migration organization
§ Identify patterns
§ Application priority
§ Application migration groups
§ Server migration groups
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Discovery analysis - Application Dependency
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Discovery analysis - Application Prioritization
Business criticality
§ Impact, frequency of use,
size of user base, uptime
requirement
Application complexity
§ Technology stack,
architecture, dependencies
Environment priority
§ Dev, Test, Pre-production,
Production, Location
Recommended Practice –
• Understand the business driver for migration
and priority of those drivers.
• Assign rule points in multiple of 10. Most
important business driver should be given
highest point.
Business Drivers (in priority order)
1. Highest business priority is to migrate all servers
located in location XYZ
2. Second business highest priority is to migrate all
Windows servers
3. Third business priority is to migrate server with
Peak CPU utilization > 70%.
Scoring Rules:
1. check for Datacenter location and assign 1000 if
location is XYZ
2. check for OS Name and assign 100 if OS is
Windows
3. check for CPU Utilization and assign 10 if Peak
CPU utilization > 70%
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Retain
Retire
Rehost
Replatform
Refactor
Repurchase
Relocate
The 7 R’s on Migration Patterns
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Retire
Retain
Refactor
Repurchase
Replatform
Rehost
Buy
COTS/SaaS
Determine
Platform
Redesign
Automate
Install / Setup
Modify Infrastructure
App Code
Development
Use Migration Tools
Config Deploy
ALM / SDLC Integration
Transition
Production
Determine
Discover
VALIDATION
RearchitectLift
& Shift
Lift
& Reshape
Drop
& Shop
Discovery analysis - migration path to AWS
Relocate V-motion
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Discovery analysis – Migration Groups and Wave
Plan
App_13
App_12
App_11
App_10
App_09
App_08
App_07
App_06
App_03
App_05
App_04
App_02
App_01
App_14
PG1
PG2
PG3
PG4
PG5
PG6 PG7 PG8
W1
W2
W3
W4
PG1, PG2
PG3, PG4, PG5
PG6, PG7
PG8
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Discovery analysis – Migration Cost Estimate
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Business case and discovery tooling
Business Case Discovery &
Planning
Dependency
Mapping
Workload & Data
Migration
ValidationInventory
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Apply levers to model further cost optimization
We can use levers to change the
costs of operations:
• Disaster Recovery
• Database Freedom
• Serverless
• Managed Services
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Backup & Restore Pilot light Warm standby in AWS
Hot standby
(with multi-site)
§ Lower priority use cases
§ Solutions: S3, Elastic
Block Store
§ Cost: $
§ Meeting lower RTO & RPO
requirements
§ Core services
§ Scale AWS resources in
response to a DR event
§ Cost: $$
§ Solutions that require
RTO & RPO in minutes
§ Business critical services
§ Cost: $$$
§ Auto-failover of your
environment in AWS
§ Cost: $$$$
Low High
RPO/RTO:
Hours
RPO/RTO:
Minutes
RPO/RTO:
Seconds
RPO/RTO:
Real-time
Cost Optimization – DR Approach
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Pains and issues with enterprises’ legacy databases...
AUDIT
Very expensive Proprietary Lock-in Punitive
licensing
You’ve got mail
Database Freedom is an AWS database migration incentive program focussing on
accelerating enterprise migrations from commercial database engines (Oracle and SQL
Server) to AWS native database services.
Cost Optimization – Database Freedom
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Database Workload Analysis
Disparate DB Workloads
Oracle EBS
PSFT / JDE
/ SAP
Siebel / CRM
DW / Lakes
Custom Apps
on Oracle DB
SQL*Server /
Other
DB’s
Big Data /
NoSQL
Outcomes
Re-Factor
Gathering Data and Organizing
“Discovery & Planning”
Workload
Qualification
Framework
Assessment
Questionnaires
2-Day
Workshops
• Application Discovery
RDS-Aurora MySQL
RDS-Aurora PostgreSQL
DynamoDB
Redshift/Others
Re-Platform
RDS-Oracle
RDS-SQL Server
RDS-MySQL
RDS-PostgreSQL
Re-Host
Elastic Compute (EC2)
Elastic Block Storage (EBS)
Other Options
Simple Storage (S3)
• Migration Readiness Program
IncreasingValue
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Progressive maturity path towards managed services
Areas Current Practice Proof of Concept Foundational Progressive Optimized
Database Availability and
Scalability
Oracle on AIX OS RDS/Oracle on Linux RDS/Oracle on Linux Change database schema,
deploy Aurora /
PostgreSQL
Oracle RAC features RDS Read Replica and
Multi-AZ
RDS Read Replica and
Multi-AZ
Web/Mobile Platform IBM WAS/MFP .net, java on native Cloud
platform
Native cloud development
platform
Containerized Deployment Serverless
Data Management All data equal and most of
them on commercial or
proprietary databases
Image contents put on
object storage, check
performance in hybrid
Map data to storage,
deploy cloud object
storage, set data retention,
promotion and demotion
policy
Extend DLC workflow and
policy to other file
contents
Batch Operations Legacy package (Control-
M)
Control-M agent in Hybrid Deploy Cloud native batch
service for orchestration
Redesign data architecture,
minimize data replication
Revamp data architecture
and operation flow
Backup/Restore Daily Routine Deploy AWS Backup and
EBS snapshot
Extend to datacenter
workload
DR/Recovery Active-active for Digital
Systems, cold-standby
others
Use AWS DNS for web/app
failover
AWS Pilot Light
Architecture
RDS database master/slave
with Multi-AZ
Aurora automatic
replication across multi-AZ
and read replica
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Practice continuous cost optimization
On-Premises Lift & Shift Instance Right-
Sizing
Improved
Elasticity
Storage
Optimization
Optimized Lift
and Shift
Measure
Monitor and
Improve
Serverless
Architecture
Managed
Services
Re-platformed
AWS Optimized
Economic Case Improves through Optimization
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Thank you!
S U M M I T © 2019, Amazon Web Services, Inc. or its affiliates. All rights reserved.
Wilfred Wah
wilfwah@amazon.com