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WHITE PAPER
                                                                              PRIVATE CLOUDS FLOAT
                                                                              WITH IBM SYSTEMS AND SOFTWARE
               custom consulting services
                                                                             February 2011

PREPARED FOR                                                                  Executive Summary
                                                                              Successful deployment of private clouds has some basic technical requirements, such as robust
IBM                                                                           virtualization platforms with good management tools. Private clouds also depend on the
                                                                              adoption of certain operational practices for managing virtualized systems, including
                                                                              standardizing virtualized images; managing the lifecycle of the images; monitoring the behavior
TABLE OF CONTENTS                                                             of virtualized workloads and tracking the internal consumption of resources by user or
                                                                              workload; and automating provisioning tasks. Once these practices are in place, it becomes
Executive Summary ............................ 1                              possible to implement self-service driven catalogs that allow users to rapidly deploy their own
                                                                              computing environments with a minimal knowledge about the underlying computing
Introduction ......................................... 1  
                                                                              infrastructure. By eliminating much of the administrative overhead required to deploy services
Stages to Private Cloud Adoption ...... 2                                     in this manner, private clouds can introduce significant cost savings. The primary challenge for
                                                                              most users is to stage the gradual adoption of private clouds in a way that allows the benefits
Management Requirements                                                       of cloud computing to be accrued as quickly as possible.
for the Private Cloud ........................... 4  
                                                                              With proven virtualization capabilities on its each of its server platforms, IBM is in a strong
IBM and the Deployment                                                        position to facilitate the deployment of private clouds. IBM offers its customers multiple
of Private Clouds ................................ 6                          pathways for deploying private clouds, and integrated service management is a core added
                                                                              value in all of them. Depending on how quickly customers want to achieve a return on
Matching IBM Server Platforms                                                 investment (ROI), they can deploy IBM’s solution in several ways: as part of an integrated
with Virtualized Workloads ................. 8                                system solution with IBM CloudBurst; as an integrated software solution called IBM Service
                                                                              Delivery Manager (ISDM); or as a custom solution leveraging Tivoli Service Automation
The IDEAS Bottom Line ..................... 10  
                                                                              Manager (TSAM) and virtualized IBM systems. For customers who deploy private clouds on
                                                                              IBM’s server hardware, IBM Systems Director provides even more precise control of the
                                                                              virtualized resources underlying the services in a private cloud. For customers needing to
                                                                              support a multivendor infrastructure, ISDM and TSAM support a number of server vendor
                                                                              choices. IBM’s solution can thus be applied at every stage of a customer’s transition to a private
                                                                              cloud, culminating in a complete platform that can manage the entire chain of events from a
                                                                              user self-selecting a service to activating the underlying physical compute resources that drive
                                                                              that service.


                                                                              Introduction
                                                                              Cloud computing continues to dominate the discourse at every level of the IT industry, and the
                                                                              cloud concept is gaining increased visibility with mainstream business leaders and even
                                                                              consumers. In datacenters, dramatic improvements in performance and packaging of server
                                                                              hardware, along with the rise of virtualization technology, have made computing capacity more
                                                                              easily accessible, and at more attractive costs, than ever before. At the same time, the rise of
                                                                              ubiquitous broadband has increased end-user expectations for anywhere access to applications
                                                                              and computing activities. The confluence of these trends makes it clear that the emergence of




This document was developed by Ideas International, Inc. with IBM assistance and funding. This document may utilize information, including publicly available data, provided by various companies and sources, including IBM. The
opinions are those of the document’s author, and do not necessarily represent IBM’s position.

This document is copyrighted © by Ideas International, Inc. (IDEAS) and is protected by U.S. and international copyright laws and conventions. This document may not be copied, reproduced, stored in a retrieval system, transmitted
in any form, posted on a public or private website or bulletin board, or sublicensed to a third party without the written consent of IDEAS. No copyright may be obscured or removed from the paper. All trademarks and registered marks
of products and companies referred to in this paper are protected.
This document was developed on the basis of information and sources believed to be reliable. This document is to be used “as is.” IDEAS makes no guarantees or representations regarding, and shall have no liability for the accuracy
of, data, subject matter, quality, or timeliness of the content. The data contained in this document are subject to change. IDEAS accepts no responsibility to inform the reader of changes in the data. In addition, IDEAS may change its
view of the products, services, and companies described in this document.
IDEAS accepts no responsibility for decisions made on the basis of information contained herein, nor from the reader’s attempts to duplicate performance results or other outcomes. Nor can the paper be used to predict future values or
performance levels. This document may not be used to create an endorsement for products and services discussed in the paper or for other products and services offered by the vendors discussed.
PRIVATE CLOUDS FLOAT WITH IBM SYSTEMS AND SOFTWARE                                                                               FEBRUARY 2011



IDEAS RECOMMENDATIONS FOR USERS              cloud computing will represent a major transition for IT in general, with a far-reaching effect on
                                             the way that computing is installed and used.
Ideas International (IDEAS) offers the
following recommendations for users
                                             After some period of debate about cloud terminology and categorization, the concept of cloud
who are considering the deployment of
                                             computing is now becoming better defined, as users come to terms with its practical application
private clouds:                              and benefits in real-world environments. Despite long-term interest in the prospect of tapping
» Carefully consider the hardware            into third-party computing infrastructures, the priority for most organizations at present is to
    platform and identify key                virtualize as much as of their internal infrastructure as possible. Indeed, for many users
    differentiators for hosting virtual      (especially in large organizations) the term “cloud” largely implies converging virtualized server,
    infrastructure and private clouds        storage, and network resources into a single pool that workloads can draw upon as needed,
    (i.e., memory management and             while also affording some degree of self-service and better accounting of the resources
    systems management capabilities).        consumed by users and workloads.
» After applying virtualization to
                                             Eventually, as private clouds mature, they could evolve into “hybrid” clouds that have the
    perform consolidation, standardize
                                             ability to send some workloads to public clouds where appropriate, ideally with the same
    on a relatively small number of
                                             frameworks and controls used to allocate on-premise resources. Third-party clouds may first be
    software images in libraries based
                                             embraced for “cloud bursting,” – in which workload spikes are absorbed by temporarily taking
    on standard, open formats that can       on third-party computing resources – and then for selective re-hosting of non-critical workloads
    be browsed in a service catalog.         with third-parties. In the meantime, though, the primary challenge for most users is to stage
» Implement disciplined processes for        the gradual adoption of private clouds in a way that allows the benefits of cloud computing to
    managing the lifecycle of virtual        be accrued as quickly as possible.
    software images, with clearly defined
    stages for developing, testing,
                                             Stages to Private Cloud Adoption
    updating and patching, and retiring
    the software underlying virtualized      Cloud computing is generally associated with virtualization. Most definitions of cloud computing
    services.                                also cover approaches such as Software as a Service (SaaS) and Platform as a Service (PaaS),
                                             which do not necessarily depend on virtualization. However, virtualization provides a powerful
» Develop processes for monitoring           means to adapt existing infrastructure and applications for achieving the benefits of cloud
    the behavior of virtualized workloads    computing in the form of Infrastructure as a Service (IaaS). There are a variety of ways to
    and tracking the internal                implement private clouds, which usually involve coupling virtualization with management
    consumption of resources by user or      frameworks that are optimized for pooling virtual resources. Private clouds typically also provide
    workload. Determine the need for         some form of self-service provisioning, whereby users select the services they need, after which
    chargeback procedures to make sure       the virtualized back-end resources needed to host the services are automatically assembled.
    users and departments receive their
    fair share of virtualized resources in   Even before the emergence of cloud computing, virtualization was having a major impact
    a private cloud.                         across the IT industry. After being used on mainframes for decades, virtualization technology
» Evaluate tradeoffs in time to ROI          has matured on all of the major server platforms in use today, including those based on x86
    between installing separate software     and RISC architectures. Virtualization has already proven its ability in a variety of real-world
                                             environments to deliver some key business benefits, including consolidation and improved
    packages to manage services in
                                             resource utilization; simplified resource provisioning; simplified High Availability (HA) / Disaster
    private clouds, versus installing
                                             Recovery (DR); legacy application support; and improved test and development processes.
    integrated solutions such as ISDM or
                                             Consolidation is perhaps the most widely applied use case for virtualization, which enables
    IBM Cloudburst.
                                             administrators to reduce the number of physical machines that they have to acquire and
                                             manage. The improved resource utilization reduces the server and storage hardware footprint,
                                             which results in lower acquisition costs, and can also reduce some operational costs related to
                                             maintenance, cooling, and power consumption.

                                             Virtualization dramatically reduces the time required to provision new systems, compared with
                                             physical servers. While the end-to-end time required to bring up a new physical server can
                                             span weeks or months from planning to actual deployment, virtual machines can be launched
                                             in minutes or seconds. Virtualization also makes it easier to reconfigure systems in response to
                                             fluctuating workloads. Live migration of virtual machines between hosts provides flexibility for
                                             assigning computing resources to workloads. Storage virtualization allows storage resources to
                                             be expanded or migrated online, and it may enable virtual machines that are migrated to be
                                             accompanied by the storage Logical Units (LUNs) they need to ensure continued access to



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FEBRUARY 2011                                                                           PRIVATE CLOUDS FLOAT WITH IBM SYSTEMS AND SOFTWARE



FIGURE 1                                         data. These capabilities enable computing resources to be treated collectively as virtual
                                                 infrastructure that can be reallocated to different workloads on demand without having to
Staging the Adoption of Operational
                                                 reconfigure physical resources.
Processes for Managing Private Clouds
                                                 Management tools integrated with such virtual infrastructure make it possible to convert entire
                                                 application stacks into services that can be activated on demand – a key requirement for
 Consolidation and Virtualization
                                                 achieving the benefits of cloud computing. By shielding end users from most of the
                                                 administrative overhead associated with bringing up computing resources for a new application,
      Image Standardization                      virtualized applications can be treated as standardized services, in which all of the
                                                 dependencies on computing resources are managed transparently in the background. Allowing
                                                 end users to take control of deploying such services with minimal administrator intervention is
      Lifecycle Management                       critical to lowering operational costs – a central promise of private clouds.

                                                 The effective deployment of private clouds has some distinct technical requirements, including
            Monitoring                           robust virtualization platforms and management tools, and these will be discussed below.
                                                 However, success with private clouds will also depend on adopting certain operational practices
                                                 for managing virtualized systems (see Figure 1, left).
            Automation
                                                 Users may phase in these practices gradually as they progress toward complete deployment of
                                                 private clouds, and at each step, incremental benefits accrue:
            Self-Service
                                                 » Consolidation and virtualization are the first steps. At this stage, workloads are rehosted as
                                                   system images in virtual machines, which are deployed on servers equipped with robust
                                                   virtualization capabilities. These virtual machines can be securely stacked on physical
                                                   hardware, allowing computing resources to be assigned to workloads with far greater
                                                   precision, which leads to better utilization of servers.
                                                 » Standardization of the system images in which cloud-based services will be hosted is the
                                                   next step. The relative ease of creating virtual machines significantly increases the challenge
                                                   of provisioning those virtual machines with software that makes them useful for production
                                                   workloads. At the same time, with virtualization, users have more variables than ever to
                                                   consider for matching an application workload with the resources needed to host it. Within
                                                   virtual machines, a particular application or its users will dictate the installation of specific
                                                   operating systems, all of which may draw on a steady stream of updates and patches.
                                                   Administrators targeting private clouds therefore should exercise discipline in maintaining a
                                                   relatively small number of system images in libraries based on standard, open formats that
                                                   can be browsed in a service catalog. Ideally, the number of these images should be limited
                                                   to dozens or hundreds, rather than the thousands of images that administrators might
                                                   contend with in the traditional physical infrastructure found in enterprise environments
                                                 » Lifecycle management is a critical part of the provisioning process in virtualized
                                                   environments. Tracking and properly installing software updates represents a significant
                                                   share of administrative overhead, and this burden can be magnified as the number of virtual
                                                   machines increases or fluctuates in private cloud environments. Without disciplined lifecycle
                                                   management, private clouds will simply become virtual replicas of traditional unwieldy
                                                   physical infrastructure, making it difficult to achieve the economic promises of cloud
                                                   computing.
                                                 » Monitoring internal consumption of resources by user or workload will also be important to
                                                   achieving the economic benefits of private clouds. By adopting disciplined measurement of
                                                   resource consumption, administrators can implement internal chargeback processes, which
                                                   may be coupled with self-service interfaces so that users can make informed decisions about
                                                   the costs of instantiating services. Deeper accounting of computing resources will also help
                                                   managers prepare for the eventual adoption of third-party cloud services, since it will allow
                                                   managers to more precisely compare the costs of external versus internal resources.
                                                 » Automation is the final step toward achieving the full benefits of private clouds. Provisioning,
                                                   lifecycle management, and monitoring should be accomplished behind the scenes, with as




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PRIVATE CLOUDS FLOAT WITH IBM SYSTEMS AND SOFTWARE                                                                          FEBRUARY 2011



                                            little operator intervention as possible, so that users can have the flexibility to initiate and
With proven virtualization                  terminate services at will. Of course, the most critical aspect of automation is trust – i.e.,
                                            building confidence with users and administrators that automated actions will perform as
capabilities on each of its                 expected. The key to building this trust is the ability to activate automation gradually, and
server platforms, IBM is in a               with detailed monitoring to verify the results of automated actions.

strong position to facilitate            Once these practices are put into place, it becomes possible to implement service catalogs that
the deployment of private                can be reliably invoked by users. Along the way, the deployment of certain software packages
                                         will be required in order to implement the technical capabilities needed to support these
clouds.                                  practices.


                                         Management Requirements for the Private Cloud
                                         The rise of virtualization, potentially followed by an industry shift toward cloud computing,
                                         clearly introduces new management requirements at multiple layers of IT infrastructure. The
                                         addition of a virtualization layer into systems potentially introduces uncertainty – and
                                         complexity – because the relationship between workloads and computing resources inherently
                                         becomes indirect. As a result, administrators require new management tools that can provide
                                         visibility over both the physical and virtual layers of infrastructure from a single interface. If
                                         possible, administrators should also have consistent visibility and control over other layers of
                                         infrastructure, such as storage and networks. The closer the relationship between the
                                         management of all these components, the easier it will be for administrators to achieve the
                                         operational benefits that virtualization promises.

                                         Cloud computing is by its nature heterogeneous. Workloads routinely span multiple
                                         departments or business units, some of which may be deploying different virtualization
                                         technologies. As the use of virtualization becomes a part of standard operating procedure on all
                                         systems, administrators will increasingly be confronted with the need to manage virtualization
                                         on multiple platforms. Each platform will have its own characteristics, both at the server
                                         hardware level (which may have unique functionality to support virtualization, or require
                                         coordination with hypervisor operation) and the hypervisor level. Even on the same hardware
                                         platforms, different hypervisors typically have their own interface for controlling virtualization
                                         functions. As a result, administrators will require a heterogeneous management framework that
                                         has the capability to control multiple classes of virtualization functions, on multiple server
                                         platforms, from a single interface (see Figure 2). Such a framework would provide a consistent
                                         interface for administrators to perform canonical virtualization functions, such as creating,
                                         moving, and destroying virtual machines; provisioning workloads on virtual machines; and
                                         managing libraries of preconfigured virtual machine images.

                                         Figure 2. Framework for Heterogeneous Virtualization Management

                                                              Heterogeneous Virtualization Management

                                           Virtualization Hardware          Virtualization     Hardware        Virtualization Hardware
                                           Management Management            Management        Management       Management Management



                                           Hypervisor A                      Hypervisor B                      Hypervisor C
                                           OS OS        OS                   OS OS           OS                OS OS        OS

                                                  Hardware                          Hardware                          Hardware
                                                     #1                                #2                                #3



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FEBRUARY 2011                                                                          PRIVATE CLOUDS FLOAT WITH IBM SYSTEMS AND SOFTWARE



                                                 A heterogeneous virtualization management framework can serve as the foundation for higher-
IBM’s private cloud offerings                    level services that are deployed on top of virtual machines, and managed with some degree of
                                                 automation. To meet the needs of private clouds, some additional classes of management
are designed to deliver their                    functions will be required (see Figure 3):
value most quickly in inte-                      » Provisioning and image management tools for installing, maintaining, and patching the
grated solutions such as IBM                       software on virtual machines as their number increases. One management challenge that
                                                   arises quickly with broad virtualization deployments is provisioning virtual machines (i.e.,
CloudBurst or IBM Service                          installing and maintaining the necessary software on virtual machines so that they can
Delivery Manager (ISDM).                           perform a particular workload). The software needed for a workload typically includes an
                                                   operating system, middleware, application software, and virtual infrastructure, all of which
For customers who want to                          have to be patched on occasion. The burden of maintaining software in virtual machines
maintain heterogeneity at                          increases significantly as the number of VMs grows. Such growth sometimes results from
                                                   “virtual machine sprawl,” which arises as a result of the relative ease with which VMs can be
various tiers of their infra-                      created. To meet the challenge of provisioning systems in virtualized environments,
structure, IBM also enables                        administrators require the ability to create “master images” of virtual machines using class-
                                                   based templates that describe generically what software is needed on a particular VM. Once
the deployment of custom                           the template is defined, administrators can rapidly instantiate a virtual machine based on
solutions for private clouds.                      that class, which automatically installs all of the software itemized in the template. As a
                                                   result, administrators can rapidly set up large numbers of VMs with relatively few
                                                   commands.
                                                 » Monitoring functions that can be used to observe operational conditions at every level of the
                                                   stack, starting with the underlying hardware and hypervisor functions, through the generic
                                                   control parameters that apply across multiple virtualization platforms, and up to the
                                                   applications and services that are layered on top of virtual infrastructure. When sufficiently
                                                   integrated with provisioning tools, these monitoring functions will be essential for enabling
                                                   automation, by allowing provisioning operations to be performed automatically in response
                                                   to changing workload conditions.
                                                 » Metering and billing functions for tracking consumption of shared virtual computing
                                                   resources and, where appropriate, allocating costs to users on a chargeback basis. The
                                                   deployment of virtualization often results in infrastructure that is shared by different
                                                   business units or departments, and users may demand accounting of resource consumption
                                                   for chargeback purposes to make sure they are getting their “fair share” of virtualized
                                                   resources.

                                                 Figure 3. Private Cloud Support Functions
                                                                                                                              Availability
                                                        Provisioning                      Monitoring                Metering and Billing


                                                                     Heterogeneous Virtualization Management

                                                   Virtualization Hardware         Virtualization    Hardware       Virtualization Hardware
                                                   Management Management           Management       Management      Management Management



                                                   Hypervisor A                    Hypervisor B                     Hypervisor C
                                                   OS OS       OS                  OS OS            OS              OS OS        OS

                                                          Hardware                           Hardware                      Hardware
                                                             #1                                 #2                            #3




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PRIVATE CLOUDS FLOAT WITH IBM SYSTEMS AND SOFTWARE                                                                           FEBRUARY 2011



                                         Finally, once robust implementations of the necessary private cloud support functions are in
When integrated in ISDM, the             place, a self-service provisioning portal can be deployed. Such a portal gives end users the
                                         ability to initiate their own deployments of services, whereby the services are implemented
Tivoli service management                through underlying virtual resources (see Figure 4). The portal should implement a catalog of
software offers the greatest             available services, and then automatically and transparently trigger the necessary provisioning
                                         operations when a particular service is selected.
value. For example, ISDM
tightly links TPM provisioning           Figure 4. Complete Infrastructure for Private Cloud Management

functions with ITM monitoring,                          Self-Service Portal, Service Catalog, and Automation
so that whenever a service is                                                                             Availability
deployed, it will automatically                 Provisioning                       Monitoring                  Metering and Billing
be enabled for monitoring.
                                                              Heterogeneous Virtualization Management

                                           Virtualization Hardware          Virtualization     Hardware        Virtualization Hardware
                                           Management Management            Management        Management       Management Management



                                           Hypervisor A                      Hypervisor B                      Hypervisor C
                                           OS OS        OS                   OS OS           OS                OS OS        OS

                                                  Hardware                          Hardware                          Hardware
                                                     #1                                #2                                #3
                                                                                                                                                 
                                         All of these functions should work together in an integrated fashion. For example, if monitoring
                                         functions detect that a service’s performance is beginning to dip below acceptable bounds, it
                                         should be able to correct the problem by triggering a virtualization management operation.
                                         Similarly, metering should be integrated with provisioning functions as well as lower-level
                                         virtualization functions, and they should automatically be activated when a service is activated
                                         from the self-service portal. The self-service portal should also be able to represent relevant
                                         parameters in the billing functions (i.e., the cost of initiating a particular service).


                                         IBM and the Deployment of Private Clouds
                                         With proven virtualization capabilities on each of its server platforms, IBM is in a strong position
                                         to facilitate the deployment of private clouds. IBM has strategically embraced cloud computing
                                         as a new way of thinking about delivering IT services to users. IBM views cloud computing as a
                                         new model for consumption and delivery of IT. Its approaches are inspired by consumer
                                         Internet services such as Amazon EC2, and its cloud efforts are therefore optimized for the
                                         needs of end-users. IBM sees cloud enabling the delivery of IT as services that can be directly
                                         accessed on demand by end users themselves, while opening up new sourcing options at
                                         better economies of scale through private, public, and hybrid models. IBM believes that its
                                         clients are currently more comfortable with private clouds than public or hybrid clouds, and that
                                         many are ready to deploy fundamental business applications in private clouds.

                                         IBM’s private cloud offerings are designed to deliver their value most quickly in integrated
                                         solutions such as IBM CloudBurst or IBM Service Delivery Manager (ISDM). For customers who
                                         want to maintain heterogeneity at various tiers of their infrastructure, IBM also enables the
                                         deployment of custom solutions for private clouds. In all of these approaches, IBM’s software




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                                                 plays a particularly strong role. The following packages from IBM Tivoli meet some of the key
When coupled with IBM’s                          management requirements for private clouds, as described above:
                                                 » Tivoli Service Automation Manager (TSAM) is the heart of IBM’s cloud software. TSAM
hardware, ISDM promises an                         maintains a catalog of available services and provides a self-service portal that can be used
ever-faster time to successful                     to request and reserve services from the catalog. TSAM masks the complexity of setting up
                                                   and breaking down services from the end user, so that they don’t need to know everything
private cloud deployment.
                                                   going on behind the scenes (i.e., what resources are needed, where they are located, and
The components of ISDM                             how the service will run on those resources presented). Users log into the portal, and are
                                                   presented with a list of services, which may be provisioned into either virtual or physical
were originally coupled with
                                                   infrastructure. Users simply have to select what class of software they want to provision
IBM’s Cloudburst, an inte-                         (i.e., database or web server), enter a few parameters, and submit the request. TSAM will
grated package of hardware,                        then automatically provision an entire operating environment based on the user’s
                                                   specification on the back-end infrastructure.
software, and services for                       » Tivoli Provisioning Manager (TPM) automates lifecycle management for IT resources,
simplified cloud deployment.                       supporting change and release management for physical and virtual system images. TPM
                                                   provides an integrated solution for creating, provisioning, patching, and eventually de-
IBM now offers ISDM soft-                          provisioning these images.
ware separately from Cloud-                      » Tivoli Monitoring (ITM) can be used to monitor a variety of performance indicators and store
Burst, giving customers the                        them in a common warehouse for reporting and analysis. Administrators can mine the
                                                   collected data for performance analysis as well as capacity analysis, and perform predictive
ability to deploy it on other                      trending to see when capacity will be exceeded.
hardware, either from IBM                        » Tivoli Usage and Accounting Manager (TUAM) helps administrators track the usage of shared
or other vendors.                                  resources by user and accurately bill the users for their consumption of those resources.
                                                   TUAM helps to alleviate the concerns of some users who link the cloud with lack of control
                                                   (i.e., the risk of losing visibility over where an application is running, or who is using
                                                   resources). TUAM helps these users understand in detail how resources are being allocated,
                                                   and it can also be used for chargeback purposes.

                                                 These packages can be installed separately or as part of the integrated ISDM software solution.
                                                 When integrated in ISDM, the Tivoli service management software offers the greatest value.
                                                 For example, ISDM tightly links TPM provisioning functions with ITM monitoring, so that
                                                 whenever a service is deployed, it will automatically be enabled for monitoring. As soon as a
                                                 machine is provisioned, it becomes visible in the monitoring console.

                                                 When coupled with IBM’s hardware, ISDM promises an ever-faster time to successful private
                                                 cloud deployment. The components of ISDM were originally coupled with IBM’s CloudBurst, an
                                                 integrated package of hardware, software, and services for simplified cloud deployment. IBM
                                                 now offers ISDM software separately from CloudBurst, giving customers the ability to deploy it
                                                 on other hardware, either from IBM or other vendors. As a result, customers now have a range
                                                 of options for installing IBM’s cloud management software:
                                                 » The fastest return on investment can still be achieved from deploying IBM’s complete,
                                                   preconfigured, self-contained CloudBurst cloud infrastructure, in which ISDM software is
                                                   integrated with IBM BladeCenter or IBM Power Systems hardware, networking, and storage.
                                                   The CloudBurst package also includes IBM Global Technology Services (GTS) QuickStart
                                                   Services for bringing the cloud system up, connecting the cloud system to the network, and
                                                   providing training for users.
                                                 » Users who want the greatest flexibility for assembling their own cloud infrastructure with
                                                   heterogeneous software and hardware can deploy the individual Tivoli software components
                                                   on multiple server platforms from IBM and other vendors.
                                                 » Users who want to get the greatest leverage from just IBM’s cloud management software
                                                   can install the ISDM suite on hardware from IBM or other vendors.




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PRIVATE CLOUDS FLOAT WITH IBM SYSTEMS AND SOFTWARE                                                                        FEBRUARY 2011



                                         To assist users who prefer to perform some of their own integration as they deploy private
IBM offers three strategic               clouds, IBM has produced a Cloud Computing Reference Architecture, which describes a
                                         roadmap for structuring service management functions and services in the context of a cloud.
server platforms, each of                The Cloud Computing Reference Architecture shows the relationships between Cloud Service
which can play a role in                 Consumers, Cloud Service Providers, and Cloud Service Developers, and positions the roles and
                                         functions that may have to be fulfilled between these constituencies in detail. The architecture
private clouds. Each platform            does not specifically depend on the deployment of IBM’s hardware or software, but the
has unique optimizations                 structure of IBM’s private cloud packages clearly reflects the company’s goals. Moreover,
                                         private clouds deployed on IBM’s server platforms will benefit from their unique capabilities, as
at the systems level that                well as from lower-level systems management software that is optimized for IBM hardware.
can benefit particular work-
loads . . .                              Matching IBM Server Platforms with Virtualized Workloads
                                         IBM offers three strategic server platforms, each of which can play a role in private clouds.
                                         Each platform has unique optimizations at the systems level that can benefit particular
                                         workloads, such as database and transaction applications that have to support thousands of
                                         online users with 24x7 operation; business intelligence and analytics applications that draw
                                         data from multiple data sources; and business process management applications that have to
                                         orchestrate multiple services. All of these platforms support native virtualization capabilities
                                         that can become part of the foundation to a private cloud:
                                         » IBM System x is IBM’s line of industry-standard x86 and BladeCenter servers. IBM is one of
                                            the few vendors of x86 servers to perform its own engineering of the major system
                                            components. While most other x86 server suppliers use Intel’s standard chipsets as the
                                            building blocks for complete server systems, IBM has differentiated its x86 servers with
                                            unique technology, including the eX5 architecture, Calibrated Vector Cooling, expansion
                                            blades, simple-swap drives, eXtended I/O, Predictive Failure Analysis, and Light-Path
                                            Diagnostics. System x supports several virtual machine platforms, including VMware,
                                            Microsoft Hyper-V, and the native virtualization management functions that are built into the
                                            leading Linux distributions (i.e., Xen and Kernel-based Virtual Machine [KVM]). IBM also
                                            supports the native management functions for these hypervisors on System x, including
                                            VMware vCenter and Microsoft SystemCenter. IBM’s higher-level virtualization management
                                            tools “collaborate” with these native management systems in order to trigger specific actions
                                            at the level of virtual infrastructure.
                                         » IBM Power Systems include a native virtualization platform called PowerVM, which offers a
                                            complete set of virtualization capabilities that are optimized for the POWER platform. The
                                            key components of Power VM include Micro-Partitions, which enable many distinct workloads
                                            to share a processor and memory simultaneously while running on different operating
                                            systems; Active Memory Sharing, which improves utilization of system memory by allowing
                                            physical memory in a machine to be assigned into a shared pool, and allocated to partitions
                                            on the fly; and Live Partition Mobility, which allows a virtual machine to migrate from one
                                            physical host to another without interrupting its processing.
                                         » IBM System z has some of the most mature and efficient virtualization functions in the
                                            industry. The z/VM virtual machine platform for System z has proven its scalability with
                                            deployments of thousands of virtual machines running concurrently on a single host. With
                                            z/VM, Linux environments that need the highest qualities of service can be virtualized on the
                                            System z platform using standard Linux distributions from Red Hat and Novell. System z also
                                            has some of the most robust and efficient I/O virtualization capabilities of any server
                                            platform. With the z BladeCenter Extension and IBM’s Unified Resource Manager, traditional
                                            mainframe governance can now be extended to heterogeneous workloads, allowing the
                                            leading reliability and security attributes of mainframe-based management to be applied to
                                            more modern workloads that are optimized for POWER and x86 processor architectures.

                                         All of IBM’s server platforms can be managed with the same interface, called IBM Systems
                                         Director, which is optimized to measure and control low-level functions in IBM’s servers. IBM




8                                                                                        WHITE PAPER | © 2011 IDEAS INTERNATIONAL, INC.
FEBRUARY 2011                                                                            PRIVATE CLOUDS FLOAT WITH IBM SYSTEMS AND SOFTWARE



                                                 Systems Director VMControl is an extension to Systems Director that can be used to manage
IBM offers its customers                         multiple virtualization platforms from the same interface. VMControl works with the
                                                 virtualization functions on all of IBM’s hardware platforms, including System x, Power Systems,
multiple pathways for                            and System z, and it is available in different versions.
deploying private clouds,
                                                 The most basic version, VMControl Express Edition, can be used to create, modify, and delete
ranging from high-touch                          virtual machines, or trigger the live migration of VMs from one host to another. A more
service engagements, which                       advanced version, called VMControl Standard Edition, adds more powerful functions for
                                                 performing virtual machine relocation; importing, editing, creating, and deleting virtual images;
will take on the entire task                     maintaining virtual images in a repository; and deploying virtual images. VMControl Enterprise
of bringing cloud computing                      Edition can be used to create pools of virtualized resources (both server and storage pools),
                                                 which workloads can tap into on demand in response to changing workload conditions. Another
to a customer based on their                     extension for IBM Systems Director, the Storage Management plug-in, can be used to
specific needs, to integrated                    coordinate VM provisioning and mobility for server, storage, and network resources. The plug-
                                                 in can be used to perform lifecycle management of storage systems, including discovery,
“quick start” solutions such                     health, status monitoring, configuration, updates, and management of storage virtualization
as CloudBurst hardware or                        functions.

ISDM.                                            When ISDM is deployed on one or more of IBM’s server platforms, users gain transparent, end-
                                                 to-end control over private cloud resources (see Figure 5). IBM Systems Director and
                                                 VMControl can capture operational data and events at the level of hardware and specific
                                                 virtualization platforms. Higher-level Tivoli service management software, including TPM, ITM,
                                                 and TUAM can be used to implement standardized services that are built on the lower-level
                                                 virtual infrastructure, spanning multiple server and virtualization platforms. TSAM then provides
                                                 the necessary automation and control that allows end users to take over some of the
                                                 responsibility for initiating and terminating services, delivering on one of the central promises of
                                                 cloud computing.

                                                 Figure 5. IBM Private Cloud Infrastructure

                                                                          IBM Service Delivery Manager (ISDM)

                                                                              Tivoli Service Automation Manager (TSAM)


                                                       Tivoli Provisioning                     Tivoli                 Tivoli Usage and Accounting
                                                        Manager (TMP)                     Monitoring (ITM)                  Manager (TUAM)


                                                                              IBM Systems Director VMControl
                                                                                      IBM Systems                        IBM Systems
                                                   VMware vCenter    IBM Systems        Director
                                                                                                    IBM Systems            Director
                                                                                                                                       IBM Systems
                                                   MS SystemCenter     Director        VMControl      Director            VMControl      Director



                                                   VMware, Hyper-V,
                                                      Xen, KVM                           PowerVM                              z/VM

                                                   OS OS         OS                  OS OS          OS                 OS OS           OS

                                                        IBM System x                       IBM Power                              IBM
                                                           (x86)                            Systems                             System z




WHITE PAPER | © 2011 IDEAS INTERNATIONAL, INC.                                                                                                       9
PRIVATE CLOUDS FLOAT WITH IBM SYSTEMS AND SOFTWARE                                                                              FEBRUARY 2011



                                             The IDEAS Bottom Line
                                             IT managers are currently preoccupied with responding to two global trends affecting the
                                             industry: adopting virtualization at multiple levels of infrastructure, including servers, network,
                                             and storage; and reducing costs of operations through improved processes and tools for
                                             managing higher-level services and workloads. The cloud computing concept is generating
                                             considerable interest in part because it touches on both concerns. Virtualization dramatically
                                             increases the flexibility of matching workloads with their necessary computing resources,
                                             helping to enable a new degree of automation for delivering and managing services. When
                                             virtualization is coupled with the appropriate higher-level mechanisms for cataloging these
                                             services, it becomes possible to deliver self-service tools to end users that allow them to rapidly
                                             deploy their own computing environments, with minimal knowledge about the underlying
                                             computing infrastructure. This efficiency yields much of the cost benefit of cloud computing.

                                             For self-service provisioning to become a reality, some discipline is still required in the
                                             management of the underlying virtualized infrastructure. First, administrators must make an
                                             effort to standardize their virtual images as much as possible, both to reduce the scale of
                                             overhead for maintaining the various images, and to simplify the task for end users to select
                                             the appropriate image needed for a particular service. Second, administrators must institute
                                             rigorous processes for managing the lifecycle of virtual images (i.e., developing, testing,
Americas                                     updating, patching, and eventually retiring the software underlying virtualized services). The
Ideas International, Inc.                    tools to facilitate these processes become essential for successfully deploying clouds. Once
800 Westchester Avenue                       robust processes for standardization and lifecycle management have been implemented, the
Suite N337                                   opportunities follow for setting up comprehensive monitoring, automation, and self-service.
Rye Brook, NY 10573-1354                     IBM’s Tivoli service management software can be applied at every stage of this transition,
USA                                          culminating in a complete platform that can manage the entire chain of events from a user self-
                                             selecting a service to activating the underlying physical resources that drive that service.
Tel + 1 914 937 4302
Fax +1 914 937 2485
                                             IBM offers its customers multiple pathways for deploying private clouds, ranging from high-
                                             touch service engagements, which will take on the entire task of bringing cloud computing to a
Asia/Pacific
                                             customer based on their specific needs, to integrated “quick start” solutions such as CloudBurst
Ideas International Asia-Pacific Pty. Ltd.
                                             or IBM Service Delivery Manager. For customers who prefer to perform their own integration of
Level 3                                      private clouds, IBM provides a choice of hardware and software building blocks, along with
20 George Street                             recommendations and a reference architecture that will help lead the way to a successful
Hornsby, NSW, 2077                           deployment. IBM’s integrated service management is the key added value on all of these paths.
Australia                                    By methodically addressing the operational requirements at every level of private cloud
Tel +61 2 9472 7777                          infrastructure, IBM provides the necessary foundation to fulfill much of the economic promise
Fax +61 2 9472 7788                          of cloud computing.

Europe, Middle East, Africa
Ideas International (EMEA) Limited
Milton Park Innovation Centre
99 Milton Park
Abingdon, Oxon OX14 4RY
United Kingdom
Tel + 44 (0) 1235 841 510
Fax + 44 (0) 1235 841 511


actionable intelligence
www.ideasinternational.com




                                                                                                                                XBL03006-USEN-00




10                                                                                            WHITE PAPER | © 2011 IDEAS INTERNATIONAL, INC.

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Analyst paper: Private Clouds Float with IBM Systems and Software

  • 1. WHITE PAPER PRIVATE CLOUDS FLOAT WITH IBM SYSTEMS AND SOFTWARE custom consulting services February 2011 PREPARED FOR Executive Summary Successful deployment of private clouds has some basic technical requirements, such as robust IBM virtualization platforms with good management tools. Private clouds also depend on the adoption of certain operational practices for managing virtualized systems, including standardizing virtualized images; managing the lifecycle of the images; monitoring the behavior TABLE OF CONTENTS of virtualized workloads and tracking the internal consumption of resources by user or workload; and automating provisioning tasks. Once these practices are in place, it becomes Executive Summary ............................ 1   possible to implement self-service driven catalogs that allow users to rapidly deploy their own computing environments with a minimal knowledge about the underlying computing Introduction ......................................... 1   infrastructure. By eliminating much of the administrative overhead required to deploy services Stages to Private Cloud Adoption ...... 2   in this manner, private clouds can introduce significant cost savings. The primary challenge for most users is to stage the gradual adoption of private clouds in a way that allows the benefits Management Requirements of cloud computing to be accrued as quickly as possible. for the Private Cloud ........................... 4   With proven virtualization capabilities on its each of its server platforms, IBM is in a strong IBM and the Deployment position to facilitate the deployment of private clouds. IBM offers its customers multiple of Private Clouds ................................ 6   pathways for deploying private clouds, and integrated service management is a core added value in all of them. Depending on how quickly customers want to achieve a return on Matching IBM Server Platforms investment (ROI), they can deploy IBM’s solution in several ways: as part of an integrated with Virtualized Workloads ................. 8   system solution with IBM CloudBurst; as an integrated software solution called IBM Service Delivery Manager (ISDM); or as a custom solution leveraging Tivoli Service Automation The IDEAS Bottom Line ..................... 10   Manager (TSAM) and virtualized IBM systems. For customers who deploy private clouds on IBM’s server hardware, IBM Systems Director provides even more precise control of the virtualized resources underlying the services in a private cloud. For customers needing to support a multivendor infrastructure, ISDM and TSAM support a number of server vendor choices. IBM’s solution can thus be applied at every stage of a customer’s transition to a private cloud, culminating in a complete platform that can manage the entire chain of events from a user self-selecting a service to activating the underlying physical compute resources that drive that service. Introduction Cloud computing continues to dominate the discourse at every level of the IT industry, and the cloud concept is gaining increased visibility with mainstream business leaders and even consumers. In datacenters, dramatic improvements in performance and packaging of server hardware, along with the rise of virtualization technology, have made computing capacity more easily accessible, and at more attractive costs, than ever before. At the same time, the rise of ubiquitous broadband has increased end-user expectations for anywhere access to applications and computing activities. The confluence of these trends makes it clear that the emergence of This document was developed by Ideas International, Inc. with IBM assistance and funding. This document may utilize information, including publicly available data, provided by various companies and sources, including IBM. The opinions are those of the document’s author, and do not necessarily represent IBM’s position. This document is copyrighted © by Ideas International, Inc. (IDEAS) and is protected by U.S. and international copyright laws and conventions. This document may not be copied, reproduced, stored in a retrieval system, transmitted in any form, posted on a public or private website or bulletin board, or sublicensed to a third party without the written consent of IDEAS. No copyright may be obscured or removed from the paper. All trademarks and registered marks of products and companies referred to in this paper are protected. This document was developed on the basis of information and sources believed to be reliable. This document is to be used “as is.” IDEAS makes no guarantees or representations regarding, and shall have no liability for the accuracy of, data, subject matter, quality, or timeliness of the content. The data contained in this document are subject to change. IDEAS accepts no responsibility to inform the reader of changes in the data. In addition, IDEAS may change its view of the products, services, and companies described in this document. IDEAS accepts no responsibility for decisions made on the basis of information contained herein, nor from the reader’s attempts to duplicate performance results or other outcomes. Nor can the paper be used to predict future values or performance levels. This document may not be used to create an endorsement for products and services discussed in the paper or for other products and services offered by the vendors discussed.
  • 2. PRIVATE CLOUDS FLOAT WITH IBM SYSTEMS AND SOFTWARE FEBRUARY 2011 IDEAS RECOMMENDATIONS FOR USERS cloud computing will represent a major transition for IT in general, with a far-reaching effect on the way that computing is installed and used. Ideas International (IDEAS) offers the following recommendations for users After some period of debate about cloud terminology and categorization, the concept of cloud who are considering the deployment of computing is now becoming better defined, as users come to terms with its practical application private clouds: and benefits in real-world environments. Despite long-term interest in the prospect of tapping » Carefully consider the hardware into third-party computing infrastructures, the priority for most organizations at present is to platform and identify key virtualize as much as of their internal infrastructure as possible. Indeed, for many users differentiators for hosting virtual (especially in large organizations) the term “cloud” largely implies converging virtualized server, infrastructure and private clouds storage, and network resources into a single pool that workloads can draw upon as needed, (i.e., memory management and while also affording some degree of self-service and better accounting of the resources systems management capabilities). consumed by users and workloads. » After applying virtualization to Eventually, as private clouds mature, they could evolve into “hybrid” clouds that have the perform consolidation, standardize ability to send some workloads to public clouds where appropriate, ideally with the same on a relatively small number of frameworks and controls used to allocate on-premise resources. Third-party clouds may first be software images in libraries based embraced for “cloud bursting,” – in which workload spikes are absorbed by temporarily taking on standard, open formats that can on third-party computing resources – and then for selective re-hosting of non-critical workloads be browsed in a service catalog. with third-parties. In the meantime, though, the primary challenge for most users is to stage » Implement disciplined processes for the gradual adoption of private clouds in a way that allows the benefits of cloud computing to managing the lifecycle of virtual be accrued as quickly as possible. software images, with clearly defined stages for developing, testing, Stages to Private Cloud Adoption updating and patching, and retiring the software underlying virtualized Cloud computing is generally associated with virtualization. Most definitions of cloud computing services. also cover approaches such as Software as a Service (SaaS) and Platform as a Service (PaaS), which do not necessarily depend on virtualization. However, virtualization provides a powerful » Develop processes for monitoring means to adapt existing infrastructure and applications for achieving the benefits of cloud the behavior of virtualized workloads computing in the form of Infrastructure as a Service (IaaS). There are a variety of ways to and tracking the internal implement private clouds, which usually involve coupling virtualization with management consumption of resources by user or frameworks that are optimized for pooling virtual resources. Private clouds typically also provide workload. Determine the need for some form of self-service provisioning, whereby users select the services they need, after which chargeback procedures to make sure the virtualized back-end resources needed to host the services are automatically assembled. users and departments receive their fair share of virtualized resources in Even before the emergence of cloud computing, virtualization was having a major impact a private cloud. across the IT industry. After being used on mainframes for decades, virtualization technology » Evaluate tradeoffs in time to ROI has matured on all of the major server platforms in use today, including those based on x86 between installing separate software and RISC architectures. Virtualization has already proven its ability in a variety of real-world environments to deliver some key business benefits, including consolidation and improved packages to manage services in resource utilization; simplified resource provisioning; simplified High Availability (HA) / Disaster private clouds, versus installing Recovery (DR); legacy application support; and improved test and development processes. integrated solutions such as ISDM or Consolidation is perhaps the most widely applied use case for virtualization, which enables IBM Cloudburst. administrators to reduce the number of physical machines that they have to acquire and manage. The improved resource utilization reduces the server and storage hardware footprint, which results in lower acquisition costs, and can also reduce some operational costs related to maintenance, cooling, and power consumption. Virtualization dramatically reduces the time required to provision new systems, compared with physical servers. While the end-to-end time required to bring up a new physical server can span weeks or months from planning to actual deployment, virtual machines can be launched in minutes or seconds. Virtualization also makes it easier to reconfigure systems in response to fluctuating workloads. Live migration of virtual machines between hosts provides flexibility for assigning computing resources to workloads. Storage virtualization allows storage resources to be expanded or migrated online, and it may enable virtual machines that are migrated to be accompanied by the storage Logical Units (LUNs) they need to ensure continued access to 2 WHITE PAPER | © 2011 IDEAS INTERNATIONAL, INC.
  • 3. FEBRUARY 2011 PRIVATE CLOUDS FLOAT WITH IBM SYSTEMS AND SOFTWARE FIGURE 1 data. These capabilities enable computing resources to be treated collectively as virtual infrastructure that can be reallocated to different workloads on demand without having to Staging the Adoption of Operational reconfigure physical resources. Processes for Managing Private Clouds Management tools integrated with such virtual infrastructure make it possible to convert entire application stacks into services that can be activated on demand – a key requirement for Consolidation and Virtualization achieving the benefits of cloud computing. By shielding end users from most of the administrative overhead associated with bringing up computing resources for a new application, Image Standardization virtualized applications can be treated as standardized services, in which all of the dependencies on computing resources are managed transparently in the background. Allowing end users to take control of deploying such services with minimal administrator intervention is Lifecycle Management critical to lowering operational costs – a central promise of private clouds. The effective deployment of private clouds has some distinct technical requirements, including Monitoring robust virtualization platforms and management tools, and these will be discussed below. However, success with private clouds will also depend on adopting certain operational practices for managing virtualized systems (see Figure 1, left). Automation Users may phase in these practices gradually as they progress toward complete deployment of private clouds, and at each step, incremental benefits accrue: Self-Service » Consolidation and virtualization are the first steps. At this stage, workloads are rehosted as system images in virtual machines, which are deployed on servers equipped with robust virtualization capabilities. These virtual machines can be securely stacked on physical hardware, allowing computing resources to be assigned to workloads with far greater precision, which leads to better utilization of servers. » Standardization of the system images in which cloud-based services will be hosted is the next step. The relative ease of creating virtual machines significantly increases the challenge of provisioning those virtual machines with software that makes them useful for production workloads. At the same time, with virtualization, users have more variables than ever to consider for matching an application workload with the resources needed to host it. Within virtual machines, a particular application or its users will dictate the installation of specific operating systems, all of which may draw on a steady stream of updates and patches. Administrators targeting private clouds therefore should exercise discipline in maintaining a relatively small number of system images in libraries based on standard, open formats that can be browsed in a service catalog. Ideally, the number of these images should be limited to dozens or hundreds, rather than the thousands of images that administrators might contend with in the traditional physical infrastructure found in enterprise environments » Lifecycle management is a critical part of the provisioning process in virtualized environments. Tracking and properly installing software updates represents a significant share of administrative overhead, and this burden can be magnified as the number of virtual machines increases or fluctuates in private cloud environments. Without disciplined lifecycle management, private clouds will simply become virtual replicas of traditional unwieldy physical infrastructure, making it difficult to achieve the economic promises of cloud computing. » Monitoring internal consumption of resources by user or workload will also be important to achieving the economic benefits of private clouds. By adopting disciplined measurement of resource consumption, administrators can implement internal chargeback processes, which may be coupled with self-service interfaces so that users can make informed decisions about the costs of instantiating services. Deeper accounting of computing resources will also help managers prepare for the eventual adoption of third-party cloud services, since it will allow managers to more precisely compare the costs of external versus internal resources. » Automation is the final step toward achieving the full benefits of private clouds. Provisioning, lifecycle management, and monitoring should be accomplished behind the scenes, with as WHITE PAPER | © 2011 IDEAS INTERNATIONAL, INC. 3
  • 4. PRIVATE CLOUDS FLOAT WITH IBM SYSTEMS AND SOFTWARE FEBRUARY 2011 little operator intervention as possible, so that users can have the flexibility to initiate and With proven virtualization terminate services at will. Of course, the most critical aspect of automation is trust – i.e., building confidence with users and administrators that automated actions will perform as capabilities on each of its expected. The key to building this trust is the ability to activate automation gradually, and server platforms, IBM is in a with detailed monitoring to verify the results of automated actions. strong position to facilitate Once these practices are put into place, it becomes possible to implement service catalogs that the deployment of private can be reliably invoked by users. Along the way, the deployment of certain software packages will be required in order to implement the technical capabilities needed to support these clouds. practices. Management Requirements for the Private Cloud The rise of virtualization, potentially followed by an industry shift toward cloud computing, clearly introduces new management requirements at multiple layers of IT infrastructure. The addition of a virtualization layer into systems potentially introduces uncertainty – and complexity – because the relationship between workloads and computing resources inherently becomes indirect. As a result, administrators require new management tools that can provide visibility over both the physical and virtual layers of infrastructure from a single interface. If possible, administrators should also have consistent visibility and control over other layers of infrastructure, such as storage and networks. The closer the relationship between the management of all these components, the easier it will be for administrators to achieve the operational benefits that virtualization promises. Cloud computing is by its nature heterogeneous. Workloads routinely span multiple departments or business units, some of which may be deploying different virtualization technologies. As the use of virtualization becomes a part of standard operating procedure on all systems, administrators will increasingly be confronted with the need to manage virtualization on multiple platforms. Each platform will have its own characteristics, both at the server hardware level (which may have unique functionality to support virtualization, or require coordination with hypervisor operation) and the hypervisor level. Even on the same hardware platforms, different hypervisors typically have their own interface for controlling virtualization functions. As a result, administrators will require a heterogeneous management framework that has the capability to control multiple classes of virtualization functions, on multiple server platforms, from a single interface (see Figure 2). Such a framework would provide a consistent interface for administrators to perform canonical virtualization functions, such as creating, moving, and destroying virtual machines; provisioning workloads on virtual machines; and managing libraries of preconfigured virtual machine images. Figure 2. Framework for Heterogeneous Virtualization Management Heterogeneous Virtualization Management Virtualization Hardware Virtualization Hardware Virtualization Hardware Management Management Management Management Management Management Hypervisor A Hypervisor B Hypervisor C OS OS OS OS OS OS OS OS OS Hardware Hardware Hardware #1 #2 #3 4 WHITE PAPER | © 2011 IDEAS INTERNATIONAL, INC.
  • 5. FEBRUARY 2011 PRIVATE CLOUDS FLOAT WITH IBM SYSTEMS AND SOFTWARE A heterogeneous virtualization management framework can serve as the foundation for higher- IBM’s private cloud offerings level services that are deployed on top of virtual machines, and managed with some degree of automation. To meet the needs of private clouds, some additional classes of management are designed to deliver their functions will be required (see Figure 3): value most quickly in inte- » Provisioning and image management tools for installing, maintaining, and patching the grated solutions such as IBM software on virtual machines as their number increases. One management challenge that arises quickly with broad virtualization deployments is provisioning virtual machines (i.e., CloudBurst or IBM Service installing and maintaining the necessary software on virtual machines so that they can Delivery Manager (ISDM). perform a particular workload). The software needed for a workload typically includes an operating system, middleware, application software, and virtual infrastructure, all of which For customers who want to have to be patched on occasion. The burden of maintaining software in virtual machines maintain heterogeneity at increases significantly as the number of VMs grows. Such growth sometimes results from “virtual machine sprawl,” which arises as a result of the relative ease with which VMs can be various tiers of their infra- created. To meet the challenge of provisioning systems in virtualized environments, structure, IBM also enables administrators require the ability to create “master images” of virtual machines using class- based templates that describe generically what software is needed on a particular VM. Once the deployment of custom the template is defined, administrators can rapidly instantiate a virtual machine based on solutions for private clouds. that class, which automatically installs all of the software itemized in the template. As a result, administrators can rapidly set up large numbers of VMs with relatively few commands. » Monitoring functions that can be used to observe operational conditions at every level of the stack, starting with the underlying hardware and hypervisor functions, through the generic control parameters that apply across multiple virtualization platforms, and up to the applications and services that are layered on top of virtual infrastructure. When sufficiently integrated with provisioning tools, these monitoring functions will be essential for enabling automation, by allowing provisioning operations to be performed automatically in response to changing workload conditions. » Metering and billing functions for tracking consumption of shared virtual computing resources and, where appropriate, allocating costs to users on a chargeback basis. The deployment of virtualization often results in infrastructure that is shared by different business units or departments, and users may demand accounting of resource consumption for chargeback purposes to make sure they are getting their “fair share” of virtualized resources. Figure 3. Private Cloud Support Functions Availability Provisioning Monitoring Metering and Billing Heterogeneous Virtualization Management Virtualization Hardware Virtualization Hardware Virtualization Hardware Management Management Management Management Management Management Hypervisor A Hypervisor B Hypervisor C OS OS OS OS OS OS OS OS OS Hardware Hardware Hardware #1 #2 #3 WHITE PAPER | © 2011 IDEAS INTERNATIONAL, INC. 5
  • 6. PRIVATE CLOUDS FLOAT WITH IBM SYSTEMS AND SOFTWARE FEBRUARY 2011 Finally, once robust implementations of the necessary private cloud support functions are in When integrated in ISDM, the place, a self-service provisioning portal can be deployed. Such a portal gives end users the ability to initiate their own deployments of services, whereby the services are implemented Tivoli service management through underlying virtual resources (see Figure 4). The portal should implement a catalog of software offers the greatest available services, and then automatically and transparently trigger the necessary provisioning operations when a particular service is selected. value. For example, ISDM tightly links TPM provisioning Figure 4. Complete Infrastructure for Private Cloud Management functions with ITM monitoring, Self-Service Portal, Service Catalog, and Automation so that whenever a service is Availability deployed, it will automatically Provisioning Monitoring Metering and Billing be enabled for monitoring. Heterogeneous Virtualization Management Virtualization Hardware Virtualization Hardware Virtualization Hardware Management Management Management Management Management Management Hypervisor A Hypervisor B Hypervisor C OS OS OS OS OS OS OS OS OS Hardware Hardware Hardware #1 #2 #3   All of these functions should work together in an integrated fashion. For example, if monitoring functions detect that a service’s performance is beginning to dip below acceptable bounds, it should be able to correct the problem by triggering a virtualization management operation. Similarly, metering should be integrated with provisioning functions as well as lower-level virtualization functions, and they should automatically be activated when a service is activated from the self-service portal. The self-service portal should also be able to represent relevant parameters in the billing functions (i.e., the cost of initiating a particular service). IBM and the Deployment of Private Clouds With proven virtualization capabilities on each of its server platforms, IBM is in a strong position to facilitate the deployment of private clouds. IBM has strategically embraced cloud computing as a new way of thinking about delivering IT services to users. IBM views cloud computing as a new model for consumption and delivery of IT. Its approaches are inspired by consumer Internet services such as Amazon EC2, and its cloud efforts are therefore optimized for the needs of end-users. IBM sees cloud enabling the delivery of IT as services that can be directly accessed on demand by end users themselves, while opening up new sourcing options at better economies of scale through private, public, and hybrid models. IBM believes that its clients are currently more comfortable with private clouds than public or hybrid clouds, and that many are ready to deploy fundamental business applications in private clouds. IBM’s private cloud offerings are designed to deliver their value most quickly in integrated solutions such as IBM CloudBurst or IBM Service Delivery Manager (ISDM). For customers who want to maintain heterogeneity at various tiers of their infrastructure, IBM also enables the deployment of custom solutions for private clouds. In all of these approaches, IBM’s software 6 WHITE PAPER | © 2011 IDEAS INTERNATIONAL, INC.
  • 7. FEBRUARY 2011 PRIVATE CLOUDS FLOAT WITH IBM SYSTEMS AND SOFTWARE plays a particularly strong role. The following packages from IBM Tivoli meet some of the key When coupled with IBM’s management requirements for private clouds, as described above: » Tivoli Service Automation Manager (TSAM) is the heart of IBM’s cloud software. TSAM hardware, ISDM promises an maintains a catalog of available services and provides a self-service portal that can be used ever-faster time to successful to request and reserve services from the catalog. TSAM masks the complexity of setting up and breaking down services from the end user, so that they don’t need to know everything private cloud deployment. going on behind the scenes (i.e., what resources are needed, where they are located, and The components of ISDM how the service will run on those resources presented). Users log into the portal, and are presented with a list of services, which may be provisioned into either virtual or physical were originally coupled with infrastructure. Users simply have to select what class of software they want to provision IBM’s Cloudburst, an inte- (i.e., database or web server), enter a few parameters, and submit the request. TSAM will grated package of hardware, then automatically provision an entire operating environment based on the user’s specification on the back-end infrastructure. software, and services for » Tivoli Provisioning Manager (TPM) automates lifecycle management for IT resources, simplified cloud deployment. supporting change and release management for physical and virtual system images. TPM provides an integrated solution for creating, provisioning, patching, and eventually de- IBM now offers ISDM soft- provisioning these images. ware separately from Cloud- » Tivoli Monitoring (ITM) can be used to monitor a variety of performance indicators and store Burst, giving customers the them in a common warehouse for reporting and analysis. Administrators can mine the collected data for performance analysis as well as capacity analysis, and perform predictive ability to deploy it on other trending to see when capacity will be exceeded. hardware, either from IBM » Tivoli Usage and Accounting Manager (TUAM) helps administrators track the usage of shared or other vendors. resources by user and accurately bill the users for their consumption of those resources. TUAM helps to alleviate the concerns of some users who link the cloud with lack of control (i.e., the risk of losing visibility over where an application is running, or who is using resources). TUAM helps these users understand in detail how resources are being allocated, and it can also be used for chargeback purposes. These packages can be installed separately or as part of the integrated ISDM software solution. When integrated in ISDM, the Tivoli service management software offers the greatest value. For example, ISDM tightly links TPM provisioning functions with ITM monitoring, so that whenever a service is deployed, it will automatically be enabled for monitoring. As soon as a machine is provisioned, it becomes visible in the monitoring console. When coupled with IBM’s hardware, ISDM promises an ever-faster time to successful private cloud deployment. The components of ISDM were originally coupled with IBM’s CloudBurst, an integrated package of hardware, software, and services for simplified cloud deployment. IBM now offers ISDM software separately from CloudBurst, giving customers the ability to deploy it on other hardware, either from IBM or other vendors. As a result, customers now have a range of options for installing IBM’s cloud management software: » The fastest return on investment can still be achieved from deploying IBM’s complete, preconfigured, self-contained CloudBurst cloud infrastructure, in which ISDM software is integrated with IBM BladeCenter or IBM Power Systems hardware, networking, and storage. The CloudBurst package also includes IBM Global Technology Services (GTS) QuickStart Services for bringing the cloud system up, connecting the cloud system to the network, and providing training for users. » Users who want the greatest flexibility for assembling their own cloud infrastructure with heterogeneous software and hardware can deploy the individual Tivoli software components on multiple server platforms from IBM and other vendors. » Users who want to get the greatest leverage from just IBM’s cloud management software can install the ISDM suite on hardware from IBM or other vendors. WHITE PAPER | © 2011 IDEAS INTERNATIONAL, INC. 7
  • 8. PRIVATE CLOUDS FLOAT WITH IBM SYSTEMS AND SOFTWARE FEBRUARY 2011 To assist users who prefer to perform some of their own integration as they deploy private IBM offers three strategic clouds, IBM has produced a Cloud Computing Reference Architecture, which describes a roadmap for structuring service management functions and services in the context of a cloud. server platforms, each of The Cloud Computing Reference Architecture shows the relationships between Cloud Service which can play a role in Consumers, Cloud Service Providers, and Cloud Service Developers, and positions the roles and functions that may have to be fulfilled between these constituencies in detail. The architecture private clouds. Each platform does not specifically depend on the deployment of IBM’s hardware or software, but the has unique optimizations structure of IBM’s private cloud packages clearly reflects the company’s goals. Moreover, private clouds deployed on IBM’s server platforms will benefit from their unique capabilities, as at the systems level that well as from lower-level systems management software that is optimized for IBM hardware. can benefit particular work- loads . . . Matching IBM Server Platforms with Virtualized Workloads IBM offers three strategic server platforms, each of which can play a role in private clouds. Each platform has unique optimizations at the systems level that can benefit particular workloads, such as database and transaction applications that have to support thousands of online users with 24x7 operation; business intelligence and analytics applications that draw data from multiple data sources; and business process management applications that have to orchestrate multiple services. All of these platforms support native virtualization capabilities that can become part of the foundation to a private cloud: » IBM System x is IBM’s line of industry-standard x86 and BladeCenter servers. IBM is one of the few vendors of x86 servers to perform its own engineering of the major system components. While most other x86 server suppliers use Intel’s standard chipsets as the building blocks for complete server systems, IBM has differentiated its x86 servers with unique technology, including the eX5 architecture, Calibrated Vector Cooling, expansion blades, simple-swap drives, eXtended I/O, Predictive Failure Analysis, and Light-Path Diagnostics. System x supports several virtual machine platforms, including VMware, Microsoft Hyper-V, and the native virtualization management functions that are built into the leading Linux distributions (i.e., Xen and Kernel-based Virtual Machine [KVM]). IBM also supports the native management functions for these hypervisors on System x, including VMware vCenter and Microsoft SystemCenter. IBM’s higher-level virtualization management tools “collaborate” with these native management systems in order to trigger specific actions at the level of virtual infrastructure. » IBM Power Systems include a native virtualization platform called PowerVM, which offers a complete set of virtualization capabilities that are optimized for the POWER platform. The key components of Power VM include Micro-Partitions, which enable many distinct workloads to share a processor and memory simultaneously while running on different operating systems; Active Memory Sharing, which improves utilization of system memory by allowing physical memory in a machine to be assigned into a shared pool, and allocated to partitions on the fly; and Live Partition Mobility, which allows a virtual machine to migrate from one physical host to another without interrupting its processing. » IBM System z has some of the most mature and efficient virtualization functions in the industry. The z/VM virtual machine platform for System z has proven its scalability with deployments of thousands of virtual machines running concurrently on a single host. With z/VM, Linux environments that need the highest qualities of service can be virtualized on the System z platform using standard Linux distributions from Red Hat and Novell. System z also has some of the most robust and efficient I/O virtualization capabilities of any server platform. With the z BladeCenter Extension and IBM’s Unified Resource Manager, traditional mainframe governance can now be extended to heterogeneous workloads, allowing the leading reliability and security attributes of mainframe-based management to be applied to more modern workloads that are optimized for POWER and x86 processor architectures. All of IBM’s server platforms can be managed with the same interface, called IBM Systems Director, which is optimized to measure and control low-level functions in IBM’s servers. IBM 8 WHITE PAPER | © 2011 IDEAS INTERNATIONAL, INC.
  • 9. FEBRUARY 2011 PRIVATE CLOUDS FLOAT WITH IBM SYSTEMS AND SOFTWARE Systems Director VMControl is an extension to Systems Director that can be used to manage IBM offers its customers multiple virtualization platforms from the same interface. VMControl works with the virtualization functions on all of IBM’s hardware platforms, including System x, Power Systems, multiple pathways for and System z, and it is available in different versions. deploying private clouds, The most basic version, VMControl Express Edition, can be used to create, modify, and delete ranging from high-touch virtual machines, or trigger the live migration of VMs from one host to another. A more service engagements, which advanced version, called VMControl Standard Edition, adds more powerful functions for performing virtual machine relocation; importing, editing, creating, and deleting virtual images; will take on the entire task maintaining virtual images in a repository; and deploying virtual images. VMControl Enterprise of bringing cloud computing Edition can be used to create pools of virtualized resources (both server and storage pools), which workloads can tap into on demand in response to changing workload conditions. Another to a customer based on their extension for IBM Systems Director, the Storage Management plug-in, can be used to specific needs, to integrated coordinate VM provisioning and mobility for server, storage, and network resources. The plug- in can be used to perform lifecycle management of storage systems, including discovery, “quick start” solutions such health, status monitoring, configuration, updates, and management of storage virtualization as CloudBurst hardware or functions. ISDM. When ISDM is deployed on one or more of IBM’s server platforms, users gain transparent, end- to-end control over private cloud resources (see Figure 5). IBM Systems Director and VMControl can capture operational data and events at the level of hardware and specific virtualization platforms. Higher-level Tivoli service management software, including TPM, ITM, and TUAM can be used to implement standardized services that are built on the lower-level virtual infrastructure, spanning multiple server and virtualization platforms. TSAM then provides the necessary automation and control that allows end users to take over some of the responsibility for initiating and terminating services, delivering on one of the central promises of cloud computing. Figure 5. IBM Private Cloud Infrastructure IBM Service Delivery Manager (ISDM) Tivoli Service Automation Manager (TSAM) Tivoli Provisioning Tivoli Tivoli Usage and Accounting Manager (TMP) Monitoring (ITM) Manager (TUAM) IBM Systems Director VMControl IBM Systems IBM Systems VMware vCenter IBM Systems Director IBM Systems Director IBM Systems MS SystemCenter Director VMControl Director VMControl Director VMware, Hyper-V, Xen, KVM PowerVM z/VM OS OS OS OS OS OS OS OS OS IBM System x IBM Power IBM (x86) Systems System z WHITE PAPER | © 2011 IDEAS INTERNATIONAL, INC. 9
  • 10. PRIVATE CLOUDS FLOAT WITH IBM SYSTEMS AND SOFTWARE FEBRUARY 2011 The IDEAS Bottom Line IT managers are currently preoccupied with responding to two global trends affecting the industry: adopting virtualization at multiple levels of infrastructure, including servers, network, and storage; and reducing costs of operations through improved processes and tools for managing higher-level services and workloads. The cloud computing concept is generating considerable interest in part because it touches on both concerns. Virtualization dramatically increases the flexibility of matching workloads with their necessary computing resources, helping to enable a new degree of automation for delivering and managing services. When virtualization is coupled with the appropriate higher-level mechanisms for cataloging these services, it becomes possible to deliver self-service tools to end users that allow them to rapidly deploy their own computing environments, with minimal knowledge about the underlying computing infrastructure. This efficiency yields much of the cost benefit of cloud computing. For self-service provisioning to become a reality, some discipline is still required in the management of the underlying virtualized infrastructure. First, administrators must make an effort to standardize their virtual images as much as possible, both to reduce the scale of overhead for maintaining the various images, and to simplify the task for end users to select the appropriate image needed for a particular service. Second, administrators must institute rigorous processes for managing the lifecycle of virtual images (i.e., developing, testing, Americas updating, patching, and eventually retiring the software underlying virtualized services). The Ideas International, Inc. tools to facilitate these processes become essential for successfully deploying clouds. Once 800 Westchester Avenue robust processes for standardization and lifecycle management have been implemented, the Suite N337 opportunities follow for setting up comprehensive monitoring, automation, and self-service. Rye Brook, NY 10573-1354 IBM’s Tivoli service management software can be applied at every stage of this transition, USA culminating in a complete platform that can manage the entire chain of events from a user self- selecting a service to activating the underlying physical resources that drive that service. Tel + 1 914 937 4302 Fax +1 914 937 2485 IBM offers its customers multiple pathways for deploying private clouds, ranging from high- touch service engagements, which will take on the entire task of bringing cloud computing to a Asia/Pacific customer based on their specific needs, to integrated “quick start” solutions such as CloudBurst Ideas International Asia-Pacific Pty. Ltd. or IBM Service Delivery Manager. For customers who prefer to perform their own integration of Level 3 private clouds, IBM provides a choice of hardware and software building blocks, along with 20 George Street recommendations and a reference architecture that will help lead the way to a successful Hornsby, NSW, 2077 deployment. IBM’s integrated service management is the key added value on all of these paths. Australia By methodically addressing the operational requirements at every level of private cloud Tel +61 2 9472 7777 infrastructure, IBM provides the necessary foundation to fulfill much of the economic promise Fax +61 2 9472 7788 of cloud computing. Europe, Middle East, Africa Ideas International (EMEA) Limited Milton Park Innovation Centre 99 Milton Park Abingdon, Oxon OX14 4RY United Kingdom Tel + 44 (0) 1235 841 510 Fax + 44 (0) 1235 841 511 actionable intelligence www.ideasinternational.com XBL03006-USEN-00 10 WHITE PAPER | © 2011 IDEAS INTERNATIONAL, INC.