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User Stories 
from the field
Agenda 
• Introduction 
• Insight Europe 
• Agile IT and DevOps 
• Operators and Administrators 
• Business impact 
• Q&A 
3/17/13 Manage IQ Design Summit
Who's Chris? 
• Located in Germany 
• Joined Red Hat in 2006 as Infrastructure Consultant 
• Projects around System-Management, High availability, 
Linux Desktops, Identity Management 
• Focus on Cloud and Virtualization in recent years 
• Since April EMEA Technical Specialist CloudForms 
3/17/13 Manage IQ Design Summit
What's his role? 
• Support pre-Sales 
• Answer questions, support during scoping 
• Run Demos or Proof of Concepts 
• Support Consulting during delivery 
3/17/13 Manage IQ Design Summit
Insight Europe
Insight Europe 
• European customers are very sensitive about data 
protection and privacy 
• Where is my data stored? Who has access to it? 
• Companies and public sector very sceptic about public 
cloud services 
• Results in: 
High interest in private cloud or regional clouds 
3/17/13 Manage IQ Design Summit
Privacy laws 
• European law about personal data is very strict 
• Some countries have even stricter laws 
• Many differences between countries 
• European law is setting minimum standards 
• local law can be and often is more restrictive 
3/17/13 Manage IQ Design Summit
Example: Personal data in Germany 
• If a company allows private email usage, they 
automatically fall under the laws of postal secrecy 
• They can no longer scan, read or analysis any mail 
(because they can not know if an email was private or 
work related) 
• This creates special requirements for example for 
backups, SPAM and virus filters, out of office rules, data 
retention policies 
3/17/13 Manage IQ Design Summit
Example: User Profiles 
• Companies are not allowed to collect data which could 
potentially be used to create user profiles 
• It is not even relevant if they actually use the data, 
storing the data already potentially violates the law! 
• Log in times, logging of software usage, usage patterns, 
mail transfer logs, web proxies, ... 
3/17/13 Manage IQ Design Summit
Personal data 
• Microsoft has recently been forced by US authorities to 
provide personal data about end users even though the 
data is stored in the EU 
• If they will lose this case and are forced to release the 
data, this will be another big blocker for public cloud 
adoption in Europe 
• http://www.zdnet.com/blog/igeneration/microsoft-admits 
-patriot-act-can-access-eu-based-cloud-data/11225 
• http://www.washingtonpost.com/news/volokh-conspiracy/w 
p/2014/07/07/what-legal-protections-apply-to-e-mail-st 
ored-outside-the-u-s/ 
3/17/13 Manage IQ Design Summit
Impact on European Market 
• This is actually a big opportunity for European or local 
cloud service providers 
• They can argue that since they are not owned by an 
American company, they can not be forced by US 
authorities to release personal data 
• The high bars set by law were often seen as a blocker 
• Suddenly it's a competitive advantage 
3/17/13 Manage IQ Design Summit
Impact on ManageIQ
Why is this a problem for MIQ? 
• SmartState Analysis can fetch personal data from VMs 
• Desktop virtualization 
• Browser history, Registry settings, user generated content 
• Mail Servers 
• Mail content, log files 
• Log files can provide personal data 
• Log in times, user behavior, proxy logs 
• Reports could be used to create user profiles 
• log in behavior (time, Geo location, ... ) 
3/17/13 Manage IQ Design Summit
But also an opportunity 
• MIQ can help to respect European and local law 
• Zones and Regions can be setup to adjust functionality 
to respect local law 
• e.g. SmartState Analysis could be disabled in specific zones or 
regions 
• Control policies can be used to cancel unauthorized 
activities 
• e.g. cancel SmartState Analysis based on tags by tagging all 
virtual desktops, mail servers, proxies,.... 
3/17/13 Manage IQ Design Summit
Basic guidelines 
• Data reduction 
• Always consider, do I really need this kind of user data or can I 
complete the request without it? 
• Anonymize data: statistical analysis is allowed 
• Remove all references identifying a user, before storing the data 
record 
• Use strong encryption 
• Clear text transfer is always forbidden if it contains user data 
• Never store clear text credentials 
• use password attribute in MIQ instead 
3/17/13 Manage IQ Design Summit
Übersetzungen 
Conversione 
Thème 
Translations
Localization 
• A must have in some countries like France 
• Nice to have for most German customers, but a 
challenge in the public sector 
• Long term we need full UI localization 
• Think beyond ASCII! 
3/17/13 Manage IQ Design Summit
Localization today 
• Localization works for 
• VMs 
• Providers 
• Users 
• custom buttons 
• service catalog items 
• reports 
• .... 
... so we are almost there! 
3/17/13 Manage IQ Design Summit
Special Industry 
requirements
Industry requirements 
• Some industries have to meet additional requirements 
• financial sector 
• Hosting or service providers 
• regular audits to prove compliance with local and 
European law 
• Banks have to prove compliance by yearly audits 
• BaFin (German Banking Supervision) 
3/17/13 Manage IQ Design Summit
How MIQ can help 
• control and compliance policies 
• verify compliance 
• document compliance 
• part of audit trail 
• verify compliance 
• ShellShock 
• Heartbleed 
• SELinux Enforcement 
• the next big thing 
3/17/13 Manage IQ Design Summit
Summary 
• Very sensitive about personal data 
• Where is it stored? Who has access? 
• Complex law requirements 
• Localization 
• MIQ can help to address these! 
3/17/13 Manage IQ Design Summit
Agile IT and DevOps
Agile IT and DevOps 
• Internal IT is usually not fast enough to meet developer 
requirements 
• Developers are under pressure to deliver results in short 
time frame 
• Sooner or later Developers start using resources from 
AWS or Google 
• probably even with approval from their managers 
• only way to meet schedule 
• Cloud services put IT under specific pressure 
• “Why does IT need a week to build a VM while AWS only needs 
minutes?” 
3/17/13 Manage IQ Design Summit
MIQ can help 
• reduce deployment time of VMs 
• Minutes instead of days 
• Deep integration into internal IT tools and processes 
• No manual customization after deployment 
3/17/13 Manage IQ Design Summit
Deep integration 
3/17/13 Manage IQ Design Summit 
● integration to build 
systems like Jason 
pre-configured 
● backup, monitoring, 
etc. pre-configured 
● developer tools like 
GCC, Java, IDE etc. 
are pre-installed 
● VM with additional 
application (like DB, 
Application Server 
etc) can be ordered 
from a self service 
catalog 
● IT will take care of 
security updates 
and bug fixes 
● App will work in 
production without 
modifications
Summary 
• Expectations on IT are growing 
• IT tries to build compelling offers 
• MIQ can help by automatically install standardized 
applications with deep integration into internal tools and 
processes! 
• Potential integration with PaaS like OpenShift 
3/17/13 Manage IQ Design Summit
Operators and Admins
Traditional IT 
• Most customers are not Agile 
• Some customers will never apply DevOps 
• Often you just want to keep in full control of your IT 
infrastructure 
3/17/13 Manage IQ Design Summit
Operators and Admins 
• MIQ allows admins decide and influence how future 
software stacks will look like 
• e.g. a software stack is split into 
frontend/middleware/backend 
• admins designs the stack and component is deployed into which 
zone 
• admins have control about deployed application versions, 
configurations, make sure proper firewall and/or load balancer 
rules are in place 
• a full stack can be deployed by just ordering a single service 
catalog item or bundle 
3/17/13 Manage IQ Design Summit
Stack Deployment 
3/17/13 Manage IQ Design Summit
Operations and Admins 
• Predictable and reliable platform for application 
development 
• admin/ops still is in charge of what is deployed and 
where it is deployed 
• software release and lifecycle management, firewalls/load 
balancers, monitoring etc. 
• Integration with e.g. ticket systems can be used to track 
all requests created 
• will create automatic audit trail in external system about every 
service request, lifecycle changes and retirement 
3/17/13 Manage IQ Design Summit
Placement 
• admins can define and enforce rules to meet their needs 
• placement polices: "not near" to avoid cluster nodes are running 
on the same hypervisor 
• placement to use "fast" storage only for I/O intensive workloads 
• placement can also override manual migration of VMs 
3/17/13 Manage IQ Design Summit
Placement “not near” 
• Make sure certain workloads never run on the same 
hypervisor 
• Cluster pairs 
• Applications with heavy I/O 
• CPU intense applications 
• Security requirements 
• Use tagging to identify workload 
3/17/13 Manage IQ Design Summit
Placement “not near” 
• Based on existing code 
• Never re-invent the wheel! 
• Fetch list of VMs for each hypervisor 
• Check tags of each VM 
• If match, skip hypervisor 
• Result is a list of hypervisors which are good to go 
3/17/13 Manage IQ Design Summit
Global Deployments
Global Deployments 
• Customer is running multiple data centers around the 
globe 
• Centralized management from “master” site 
• MIQ for global deployments 
3/17/13 Manage IQ Design Summit
Single entry point 
• Admins and Ops are scheduling deployments from one 
entry point 
• Deployment is orchestrated globally 
• Heavy usage of SOAP API 
• Automatic scaling 
• With geographical awareness 
• Integrated with 
• License management (for proprietary software) 
• Monitoring 
• Configuration Management 
3/17/13 Manage IQ Design Summit
Automatic Scaling 
• Application has Management component which keeps 
tracks of Requests/s and Queue Length 
• Management component calls MIQ to scale up based on 
actual load 
• MIQ has multiple ways for scaling: 
• Dormant VM: Installed and configured, but powered off 
3/17/13 Manage IQ Design Summit
Automatic Scale Up 
• On scale up request: 
• Verify hard limit of maximum VMs has not been reached 
• Check number of dormant VMs and bring up another one 
• If number of dormant VMs is too low, create and install another 
VM and add it to the pool of dormant VMs 
• Make sure minimum number of dormant VMs exists 
• Active VM in Monitoring 
• Keep track of license usage 
• Add VM to CMDB 
3/17/13 Manage IQ Design Summit
Automatic Scale Down 
• On scale down request: 
• Make sure minimum number of running VMs exist 
• Shut down not needed VMs and add to dormant pool 
• If dormant pool is to large, retire VM (delete) 
• Remove VM from monitoring 
• Reduce License usage counter 
• Deactivate in CMDB 
3/17/13 Manage IQ Design Summit
New DC Deployments 
• Automated process to bring up new DC's 
• MIQ easy to deploy 
• Configuration of MIQ via Puppet etc. 
• Use MIQ to orchestrate VM deployment for new DC's 
• Minimum set of VMs for each application 
• Infrastructure configuration (aka load balancers) 
all orchestrated from “Master” Site 
3/17/13 Manage IQ Design Summit
Summary 
• MIQ allows admins/ops to define stack layouts 
• Instead of developers 
• Admins have full control over used software versions, 
configs, infrastructure, ... 
• MIQ helps to make sure they can stay in charge! 
3/17/13 Manage IQ Design Summit
Business Impact
Business Impact 
• Managers and budget owners want overview: 
• How are my hypervisors utilized? 
• When do I need more storage? 
• Are all VMs compliant? 
• Do I have enough resources for this new project? 
• Do I have potential bottlenecks? 
Reduces operational risks! 
3/17/13 Manage IQ Design Summit
Business Impact 
• Optimize and planning provides growth forecasts 
• Automatic retirement can help to free up unused 
resources 
• Right size recommendation can help to scale down 
over-sized VMs 
3/17/13 Manage IQ Design Summit 
Save 
Money!!
Retirement logic 
• Default retirement 6 months 
• Notify user upfront 
• Shutdown VM 
• Move VM to... 
• Cheaper storage 
• Backup 
• And (optionally) delete VM! 
• No more Excel sheets to track VM ownership and 
cleanup process 
3/17/13 Manage IQ Design Summit
Business Impact 
• reports can help to provide more transparency: 
• report "non-VM" related disk usage to free up storage 
space 
• color formatted reports highlight critical values 
• e.g. free disk space on a datastore is less than 10% 
• reports on usage based on department, project, 
resource type 
• how much of my "expensive" storage is used and is it only used 
for appropriate workloads? 
3/17/13 Manage IQ Design Summit
Business Impact 
• alerts can send out notifications on critical events 
• compliance checks to avoid penalties 
• Dashboards to provide role specific overviews 
3/17/13 Manage IQ Design Summit
Summary 
• Managers like 
• Reports 
• Dashboards 
• Trending 
• PDF, Scheduler, Mail reports, ... 
• MIQ can increase transparency 
• Leads to more efficient infrastructure usage and saving 
money! 
3/17/13 Manage IQ Design Summit
Wrapping things up
Wrap up 
• Europe has specific challenges 
• Privacy, Regional differences, Localization 
• Agile IT and DevOps give traditional IT a hard time 
• Rapid deployment, deep integration 
• Admins can still be in control 
• Define stack deployments, enforce compliance and security 
• Managers have better overview 
• Reports, Dashboards, Trending, Bottlenecks 
3/17/13 Manage IQ Design Summit
Q&A
That's all folks!

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Design Summit - User stories from the field - Chris Jung

  • 1. User Stories from the field
  • 2. Agenda • Introduction • Insight Europe • Agile IT and DevOps • Operators and Administrators • Business impact • Q&A 3/17/13 Manage IQ Design Summit
  • 3. Who's Chris? • Located in Germany • Joined Red Hat in 2006 as Infrastructure Consultant • Projects around System-Management, High availability, Linux Desktops, Identity Management • Focus on Cloud and Virtualization in recent years • Since April EMEA Technical Specialist CloudForms 3/17/13 Manage IQ Design Summit
  • 4. What's his role? • Support pre-Sales • Answer questions, support during scoping • Run Demos or Proof of Concepts • Support Consulting during delivery 3/17/13 Manage IQ Design Summit
  • 6. Insight Europe • European customers are very sensitive about data protection and privacy • Where is my data stored? Who has access to it? • Companies and public sector very sceptic about public cloud services • Results in: High interest in private cloud or regional clouds 3/17/13 Manage IQ Design Summit
  • 7. Privacy laws • European law about personal data is very strict • Some countries have even stricter laws • Many differences between countries • European law is setting minimum standards • local law can be and often is more restrictive 3/17/13 Manage IQ Design Summit
  • 8. Example: Personal data in Germany • If a company allows private email usage, they automatically fall under the laws of postal secrecy • They can no longer scan, read or analysis any mail (because they can not know if an email was private or work related) • This creates special requirements for example for backups, SPAM and virus filters, out of office rules, data retention policies 3/17/13 Manage IQ Design Summit
  • 9. Example: User Profiles • Companies are not allowed to collect data which could potentially be used to create user profiles • It is not even relevant if they actually use the data, storing the data already potentially violates the law! • Log in times, logging of software usage, usage patterns, mail transfer logs, web proxies, ... 3/17/13 Manage IQ Design Summit
  • 10. Personal data • Microsoft has recently been forced by US authorities to provide personal data about end users even though the data is stored in the EU • If they will lose this case and are forced to release the data, this will be another big blocker for public cloud adoption in Europe • http://www.zdnet.com/blog/igeneration/microsoft-admits -patriot-act-can-access-eu-based-cloud-data/11225 • http://www.washingtonpost.com/news/volokh-conspiracy/w p/2014/07/07/what-legal-protections-apply-to-e-mail-st ored-outside-the-u-s/ 3/17/13 Manage IQ Design Summit
  • 11. Impact on European Market • This is actually a big opportunity for European or local cloud service providers • They can argue that since they are not owned by an American company, they can not be forced by US authorities to release personal data • The high bars set by law were often seen as a blocker • Suddenly it's a competitive advantage 3/17/13 Manage IQ Design Summit
  • 13. Why is this a problem for MIQ? • SmartState Analysis can fetch personal data from VMs • Desktop virtualization • Browser history, Registry settings, user generated content • Mail Servers • Mail content, log files • Log files can provide personal data • Log in times, user behavior, proxy logs • Reports could be used to create user profiles • log in behavior (time, Geo location, ... ) 3/17/13 Manage IQ Design Summit
  • 14. But also an opportunity • MIQ can help to respect European and local law • Zones and Regions can be setup to adjust functionality to respect local law • e.g. SmartState Analysis could be disabled in specific zones or regions • Control policies can be used to cancel unauthorized activities • e.g. cancel SmartState Analysis based on tags by tagging all virtual desktops, mail servers, proxies,.... 3/17/13 Manage IQ Design Summit
  • 15. Basic guidelines • Data reduction • Always consider, do I really need this kind of user data or can I complete the request without it? • Anonymize data: statistical analysis is allowed • Remove all references identifying a user, before storing the data record • Use strong encryption • Clear text transfer is always forbidden if it contains user data • Never store clear text credentials • use password attribute in MIQ instead 3/17/13 Manage IQ Design Summit
  • 17. Localization • A must have in some countries like France • Nice to have for most German customers, but a challenge in the public sector • Long term we need full UI localization • Think beyond ASCII! 3/17/13 Manage IQ Design Summit
  • 18. Localization today • Localization works for • VMs • Providers • Users • custom buttons • service catalog items • reports • .... ... so we are almost there! 3/17/13 Manage IQ Design Summit
  • 20. Industry requirements • Some industries have to meet additional requirements • financial sector • Hosting or service providers • regular audits to prove compliance with local and European law • Banks have to prove compliance by yearly audits • BaFin (German Banking Supervision) 3/17/13 Manage IQ Design Summit
  • 21. How MIQ can help • control and compliance policies • verify compliance • document compliance • part of audit trail • verify compliance • ShellShock • Heartbleed • SELinux Enforcement • the next big thing 3/17/13 Manage IQ Design Summit
  • 22. Summary • Very sensitive about personal data • Where is it stored? Who has access? • Complex law requirements • Localization • MIQ can help to address these! 3/17/13 Manage IQ Design Summit
  • 23. Agile IT and DevOps
  • 24. Agile IT and DevOps • Internal IT is usually not fast enough to meet developer requirements • Developers are under pressure to deliver results in short time frame • Sooner or later Developers start using resources from AWS or Google • probably even with approval from their managers • only way to meet schedule • Cloud services put IT under specific pressure • “Why does IT need a week to build a VM while AWS only needs minutes?” 3/17/13 Manage IQ Design Summit
  • 25. MIQ can help • reduce deployment time of VMs • Minutes instead of days • Deep integration into internal IT tools and processes • No manual customization after deployment 3/17/13 Manage IQ Design Summit
  • 26. Deep integration 3/17/13 Manage IQ Design Summit ● integration to build systems like Jason pre-configured ● backup, monitoring, etc. pre-configured ● developer tools like GCC, Java, IDE etc. are pre-installed ● VM with additional application (like DB, Application Server etc) can be ordered from a self service catalog ● IT will take care of security updates and bug fixes ● App will work in production without modifications
  • 27. Summary • Expectations on IT are growing • IT tries to build compelling offers • MIQ can help by automatically install standardized applications with deep integration into internal tools and processes! • Potential integration with PaaS like OpenShift 3/17/13 Manage IQ Design Summit
  • 29. Traditional IT • Most customers are not Agile • Some customers will never apply DevOps • Often you just want to keep in full control of your IT infrastructure 3/17/13 Manage IQ Design Summit
  • 30. Operators and Admins • MIQ allows admins decide and influence how future software stacks will look like • e.g. a software stack is split into frontend/middleware/backend • admins designs the stack and component is deployed into which zone • admins have control about deployed application versions, configurations, make sure proper firewall and/or load balancer rules are in place • a full stack can be deployed by just ordering a single service catalog item or bundle 3/17/13 Manage IQ Design Summit
  • 31. Stack Deployment 3/17/13 Manage IQ Design Summit
  • 32. Operations and Admins • Predictable and reliable platform for application development • admin/ops still is in charge of what is deployed and where it is deployed • software release and lifecycle management, firewalls/load balancers, monitoring etc. • Integration with e.g. ticket systems can be used to track all requests created • will create automatic audit trail in external system about every service request, lifecycle changes and retirement 3/17/13 Manage IQ Design Summit
  • 33. Placement • admins can define and enforce rules to meet their needs • placement polices: "not near" to avoid cluster nodes are running on the same hypervisor • placement to use "fast" storage only for I/O intensive workloads • placement can also override manual migration of VMs 3/17/13 Manage IQ Design Summit
  • 34. Placement “not near” • Make sure certain workloads never run on the same hypervisor • Cluster pairs • Applications with heavy I/O • CPU intense applications • Security requirements • Use tagging to identify workload 3/17/13 Manage IQ Design Summit
  • 35. Placement “not near” • Based on existing code • Never re-invent the wheel! • Fetch list of VMs for each hypervisor • Check tags of each VM • If match, skip hypervisor • Result is a list of hypervisors which are good to go 3/17/13 Manage IQ Design Summit
  • 37. Global Deployments • Customer is running multiple data centers around the globe • Centralized management from “master” site • MIQ for global deployments 3/17/13 Manage IQ Design Summit
  • 38. Single entry point • Admins and Ops are scheduling deployments from one entry point • Deployment is orchestrated globally • Heavy usage of SOAP API • Automatic scaling • With geographical awareness • Integrated with • License management (for proprietary software) • Monitoring • Configuration Management 3/17/13 Manage IQ Design Summit
  • 39. Automatic Scaling • Application has Management component which keeps tracks of Requests/s and Queue Length • Management component calls MIQ to scale up based on actual load • MIQ has multiple ways for scaling: • Dormant VM: Installed and configured, but powered off 3/17/13 Manage IQ Design Summit
  • 40. Automatic Scale Up • On scale up request: • Verify hard limit of maximum VMs has not been reached • Check number of dormant VMs and bring up another one • If number of dormant VMs is too low, create and install another VM and add it to the pool of dormant VMs • Make sure minimum number of dormant VMs exists • Active VM in Monitoring • Keep track of license usage • Add VM to CMDB 3/17/13 Manage IQ Design Summit
  • 41. Automatic Scale Down • On scale down request: • Make sure minimum number of running VMs exist • Shut down not needed VMs and add to dormant pool • If dormant pool is to large, retire VM (delete) • Remove VM from monitoring • Reduce License usage counter • Deactivate in CMDB 3/17/13 Manage IQ Design Summit
  • 42. New DC Deployments • Automated process to bring up new DC's • MIQ easy to deploy • Configuration of MIQ via Puppet etc. • Use MIQ to orchestrate VM deployment for new DC's • Minimum set of VMs for each application • Infrastructure configuration (aka load balancers) all orchestrated from “Master” Site 3/17/13 Manage IQ Design Summit
  • 43. Summary • MIQ allows admins/ops to define stack layouts • Instead of developers • Admins have full control over used software versions, configs, infrastructure, ... • MIQ helps to make sure they can stay in charge! 3/17/13 Manage IQ Design Summit
  • 45. Business Impact • Managers and budget owners want overview: • How are my hypervisors utilized? • When do I need more storage? • Are all VMs compliant? • Do I have enough resources for this new project? • Do I have potential bottlenecks? Reduces operational risks! 3/17/13 Manage IQ Design Summit
  • 46. Business Impact • Optimize and planning provides growth forecasts • Automatic retirement can help to free up unused resources • Right size recommendation can help to scale down over-sized VMs 3/17/13 Manage IQ Design Summit Save Money!!
  • 47. Retirement logic • Default retirement 6 months • Notify user upfront • Shutdown VM • Move VM to... • Cheaper storage • Backup • And (optionally) delete VM! • No more Excel sheets to track VM ownership and cleanup process 3/17/13 Manage IQ Design Summit
  • 48. Business Impact • reports can help to provide more transparency: • report "non-VM" related disk usage to free up storage space • color formatted reports highlight critical values • e.g. free disk space on a datastore is less than 10% • reports on usage based on department, project, resource type • how much of my "expensive" storage is used and is it only used for appropriate workloads? 3/17/13 Manage IQ Design Summit
  • 49. Business Impact • alerts can send out notifications on critical events • compliance checks to avoid penalties • Dashboards to provide role specific overviews 3/17/13 Manage IQ Design Summit
  • 50. Summary • Managers like • Reports • Dashboards • Trending • PDF, Scheduler, Mail reports, ... • MIQ can increase transparency • Leads to more efficient infrastructure usage and saving money! 3/17/13 Manage IQ Design Summit
  • 52. Wrap up • Europe has specific challenges • Privacy, Regional differences, Localization • Agile IT and DevOps give traditional IT a hard time • Rapid deployment, deep integration • Admins can still be in control • Define stack deployments, enforce compliance and security • Managers have better overview • Reports, Dashboards, Trending, Bottlenecks 3/17/13 Manage IQ Design Summit
  • 53. Q&A