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© 2015 IBM Corporation John Rofrano Senior Technical Staff Member, Cloud Migrations, IBM Research [email protected] Additional Research by: Laura Shwartz, Ph.D., Chris Young Migration Techniques including Image Migration and Workload Migration New York University, Course CSCI-GA.3033-011, Spring 2015

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Page 1: Automatic migration

© 2015 IBM Corporation

John Rofrano Senior Technical Staff Member, Cloud Migrations, IBM Research [email protected]

Additional Research by: Laura Shwartz, Ph.D., Chris Young

Migration Techniques including Image Migration and Workload Migration

New York University, Course CSCI-GA.3033-011, Spring 2015

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Agenda

!  Cloud Migration Quick Review

!  Image Migration – Workload Complexity – Choosing a Migration Approach –  Image Migration –  Image Fix-up

!  Tools for Image Migration –  Image Migration Demo – Live and Near-Live Migrations – Converter Software – Applications of Image Migration

!  Workload Migration – Provision, Backup, Restore Motivation – Application Complexity – Workload Migration Demo

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Cloud is…

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

What is Migration to Cloud?

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Transformation is Migration

!  Since the cloud is virtual you cannot “move” a “physical” computer into a cloud

– But you can move the disk image into the cloud (which can be just as good) •  …unless you had lots of “junk” on your computer because you might not want that

on your new cloud server (note: we call this “your mess for less”)

– Or you can build a new server in the cloud that looks just like the old server

•  When we build a new server we sometimes call this “workload” migration because we are migrating the “work” that the server is doing into another server in the cloud.

!  What if the cloud doesn‘t support your server’s OS platform?

– Now you have to “re-platform” to a new OS which could get tricky

– This is a lot like building a new server but what about all of the software? Will it still work?

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Types of Migration

!  Image Migration – Capture an image of the server and reconstitute

in the cloud •  P2V (Physical-to-Virtual) •  P2I (Physical-to-Image)

! Application / Workload Migration – Build a new server to run the workload in the

cloud •  Re-install •  Re-platform •  Consolidation

– Build from a Template •  IAAS •  PAAS

– Build via Specification Cloning •  Use the physical server specs to build an exact

duplicate virtual server

Image Migration

Workload Migration

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Types of Clouds

!  Unmanaged Clouds –  Do-It-Yourself from scratch –  Possibly bring your own image –  Anything goes but you fix it when it breaks

!  Managed Cloud –  Assistance in on-boarding – Only certain image infrastructure is allowed –  Bring your own image may not be supported

•  Or image compliance must be adhered to –  Steady state is managed

•  Patch management •  Upgrade management

!  Clouds can be Public, Private, or Hybrid –  Public to all on cloud provider’s infrastructure –  Private to business on dedicated business

infrastructure –  Private to business on shared cloud provider’s

infrastructure

Image Migration

Workload Migration

Managed Cloud

Unmanaged Cloud

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Economics of the Cloud

!  Appearance of infinite computing resources on demand

!  Elimination of an up-front commitment by Cloud users

!  Ability to pay for use of computing resources on a short- term basis as needed

!  Not have to run and manage the computing infrastructure

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015 9

Gain vs. Pain of Transformation

Steady state cost

benefit Reduced

Power Consumption Reduced

Power Consumption

Improved Operational Processes Improved Operational Processes

Cos

t -

Improved HW/SW

Utilization Improved HW/SW

Utilization Source System Cost

for steady state

Target System Cost for steady state

Design &

Approach Planning &

Implementation Realization

Cost Migration

Pain: We want this to be the

least!

Gain: We want this to be the

most!

As you saw in Enterprise IT, real

world (Lecture 2a)

E.g., a cloud as in

Lecture 2

You saw Analytics and

Planning (Lecture 3)

We start here with Migration

(Lecture 4)

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Transformation to Cloud Architecture

10

Customer and infrastructure data collection (manual and automated) •  Infrastructure data collection •  Organizational data (owners ...) •  Customer goals and plans

Consolidated data repositories • Customer data • Historic data

• General technical and financial data • . Models

Analytics, Design, Planning •  Target options •  Technical compatibility •  Business constraints •  Placement optimization •  Wave planning •  ROI analysis

Procurement and physical setup

•  Hardware and software ordering •  Setup of physical infrastructure if new

Non-customer sources •  External product descriptions •  Benchmarks

Migrate, modify •  Core migration methods:

•  Lift-and-shift •  Copy •  Provision and backup-restore • Reinstall

•  Apply changes from design •  Start

Test and remediate

•  Unit tests •  Comparison tests •  User acceptance tests If fails, back to “modify” or initial state

Synchronize and cutover

•  Educate •  Resynchronize test system with source •  Switch operation over •  Registrations etc.

Migration Analytics

•  Operational Improvement

3/9/15

We’ll talk most about this part

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Lectures #5, #6: Automatic Migration

11

Migrate, modify workflow

Migrate, Modify

Apply changes from design (sometimes in middle of migration)

! xxx

!  Process constrained by schedule and resource availability per consolidated data repositories !  Requirement for exact data alignment between migration tooling and analysis !  Permit migration engineer overrides and in flight modification (constrained)

•  New ideas: Provisioning to Cloud environments, image analysis.

Core migration methods

•  Use-case driven modifications often needed. •  Ability for direct operator intervention •  Modification scope varies widely, and is package specific •  For complex scenarios, code change may be necessary

• Copy: Create an exact copy of the source servers, e.g. image copy. Copy this image between source and target directly or via intermediate. Live vs. non-live migrations

• Provision and backup-restore: Provision a new server based on details provided in design starting with OS installation. Introduce software packages in a phased approach. Initiate backup (source) and restore (target) once new system available

• Re-Install and migrate workload: Build a new server in the cloud and move the application to it.

Consolidated data repositories

Discovery/Analytics Wave Plan

Test and remediate

! xxx Start •  Either manual initiation or scheduled initiation. •  Need for real-time situation awareness

3/9/15

!  Where ‘the business occurs’ the actual doing of the migration, after all the planning and procurement has concluded.

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

End-to-End Cloud Migration Process

Application migrations often involve clean-up and re-architecture • Migrate existing Servers • Create net New Servers (Clone, Template, FOAK)

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Definitions

!  Application Server – software framework which provides an environment for applications to run in

!  Scripts – generally small pieces of code which are used to “glue” together application functions and assist server administrators in performing server maintenance

!  Source – the existing server in the customer environment

!  Target – the new server in the cloud environment

!  Image – a file which contains a complete operating system and possibly middleware

!  Instance – a deploy image which is currently running

!  Instance Type – a grouping of virtual hardware resources (CPU, memory, disk)

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Definitions

!  WebSphere Application Server – http://www-01.ibm.com/software/webservers/appserv/community/

!  DB2 Database Server – http://www-01.ibm.com/software/data/db2/express/

!  IBM HTTP Web Server – http://www-01.ibm.com/software/webservers/httpservers/

!  Lotus Domino Mail/Application Server – http://www.ibm.com/developerworks/downloads/ls/lsds/

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Definitions in Action

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Hypervisor

Virtual Machine

Operating System

Middleware Middleware

Application

Image Instance

Script

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Definitions in Action

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VMWare ESXi

Virtual Machine

Red Hat Enterprise Linux

WebSphere Application

Server DB2 Data Server

App.ear APPDB

RHEL001

Medium Clean.sh

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Case Study for this Course

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Case Study Details !  ACME wants to migrate some of their IT Services to the cloud

!  They “think” they have about 2000 – 3000 Servers running a variety of:

–  Linux 64-bit, 32-bit –  AIX – Windows Server 2000, 2003, 2008 –  Sun Solaris

!  Running middleware such as: –  DB2 – Oracle – MySQL – WebSphere Application Server –  JBOSS –  Tomcat –  SAP

!  In support of applications like: –  Company Web Site –  Human Resources – Manufacturing –  Shipping and Logistics –  Custom Written Departmental Applications

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

IMAGE MIGRATION Capturing an image and moving to target environment.

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Classifying Workloads

Scenario Migration Strategy OS upgrade

MW upgrade

Application upgrade

OS/MW Post-configuration

Systems management Post-Configuration

S1 (live virtualization and migration)

“classical” p2v, migrate over to target and cut-over instantaneously post-migration

no no no No Yes

S2 (migration of stand-alone apps into test env)

Stand-alone app hosted on single machine on source is migrated into a virtualized test env on target

no no no Yes (IP, hostname, filesystem)

Yes

S3 (distributed apps)

Distributed app hosted on multiple machines on source is migrated into a virtualized env on target

no no no Yes (IP, hostname, UiD, filesystem, dependencies)

Yes

S4 Like s3 but MW upgrade. Virtualize into target test env and run MW upgrades post-migration.

No yes Yes/no (depending on MW version)

Yes (IP, hostname, filesystem) followed by application specific re-configuration (Data sources, Queues, etc.)

Yes

S5 Like S2 but requires application upgrade. Migrate and upgrade installation post-migration

no no yes Yes (IP, hostname, filesystem)

Yes

S6 Like S1, S2, S3 but with OS/MW version upgrade. Rebuild system on virtualized target environment on new OS/MW version

yes yes/no yes/nono Yes (everything needs to be reconfigured after re-building on target)

Yes

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Cloud

How to Decide Which Migration Type to Use?

Image Fix-up

user

System z System p

System z

Workload/Application Migration

App

OS

App

OS

App

OS Analysis

determines approach

Tooling Cloud

Image Migration

x series

Fit for Scenario

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Discover/Analyze

Map Provision Migrate

Test

Image Copy Image Fix-up

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Image Migration Overview

!  Provides the ability to capture a complete copy of an existing server – Software by means of capturing the contents of disks – Hardware (optionally) by documenting source details

!  Physical to Virtual (P2V) and Physical to Image (P2I) perform identical conversions to image – P2V instantiates the image into a target hypervisor or cloud – P2I captures the image as file and stores on disk

!  Two predominate approaches: – Hot/online

•  The image capture can occur on a running system •  The level of activity on the system is directly related to the time to migrate and the

chances of success – Cold/offline

•  The image capture occurs on a system which is not running its primary operating system

•  Typically performed using a “boot cd/dvd”, lightweight version of image capture software

– What are the Pros/Cons?

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Capturing an Image

!  Take a running server and convert it to an image (file) – Also known as Physical to Image (P2I) or Virtual to Image (P2I)

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VMWare vCenter Converter, PlateSpin Migrate

Automated

Migration (image-granularity)

Convert physical to

virtual

Migrate to target pool

to test

Resume services on source

(if in scope)

Test application

Manual

Prep source (if in scope, shut down services)

Post-migration transition to steady-state (batch or image-granularity)

Upgrade MW

Re-configure/ fix-up

virtual instance *

VMWare vCenter

Update infrastructure management

tools (i.e., DNS)

Update service management tools

Shutdown & decommission source servers

Promote to production

pool

IT health check, compliance

check

Sync data (if in scope)

*Automated fix-ups: Virtual hardware (storage), OS changes (IP Address, computer name), some MW configurations

Manual fix-ups: Some MW/Application-level configurations

Fix-up MW/application configuration

WMW, Fixup Server

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

IMAGE MIGRATION DEMO Example of an actual image migration.

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Migration Demo Architecture (i.e., nothing up my sleeve)

25

Host Mac OS X

VMware Fusion Hypervisor

VMware ESXi Hypervisor (a.k.a. “the cloud”)

LAMP Stack

(“source”) WinXP

(“client”)

VMware Converter

(“P2V tool”)

LAMP Stack ’

(“target”)

Migrate LAMP Stack onto ESXi

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

LIVE AND NEAR-LIVE MIGRATION

Migrations in real-time and near-real-time.

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Cloud to Cloud Migration

!  Problem – How do we perform long distance migrations?

•  Could be could-to-cloud or data center to data center

!  Solution 1 (Near Live) – Use VMware Storage VMotion (SVMotion) to move instances to a local NFS Server – Sync local NFS Server with remote NFS Server (across data centers/clouds) – Shutdown source server (“near live”) – Rsync the NFS Servers – Use VMotion to register instance with new hypervisor and start it – Use VMware Storage VMotion to move the instance into new hypervisor

!  Solution 2 (Live) – Have a common NFS Server – Use SVMotion to move instance from hypervisor to NFS Server – Use VMotion to assign instance to new hypervisor – Use SVMotion to move instance from NFS Server to new hypervisor

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Near-Live Migration

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Live Migration

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Why the Network Filesystem?

!  VMotion requires that the source and target hosts be within the same vCenter and that the source and target hosts have a shared datastore on which the source VM resides.

–  In many cases, this is not possible. Thus we cannot do a simple VMotion.

!  We are not able to use SVMotion to copy the contents of the local datastore from the source side to the target local datastore, because SVMotion requires that the source and target of an SVMotion be within the same vCenter.

!  eMigrate solves this problem by providing an NFS datastore on both sides, mounted on the respective hosts, so that an SVMotion can be accomplished between the local datastore and the NFS datastore while having the VM active.

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

APPLICATIONS OF IMAGE MIGRATION

Other applications of image migration based technology.

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Disaster Recovery Cloud

32

! Traditional IT Lifecycle ! Disaster Recovery Cloud

Continuity Service Provider

On-Going Operations

Inventory of Machines manages

Invocation

Customer

Declare Disaster

delivery

Install services

Admin

Continuity Service Provider

On-Going Operations

Inventory of IT Services manages

Invocation

Customer

Declare Disaster

delivery

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Disaster Recovery Cloud

33

! Traditional IT Lifecycle

!  On-Going Operations – Continuity service provider manages

redundant computer systems – Pre-configuration of computer

systems up to the Operating System level

!  Invocation – Customer gets pre-configured

systems and installs Middleware and services on top of it

! Recovery Cloud

!  On-Going Operations – “Service Replication” process

creates a “Service Replica” that is stored on VM images in the cloud

– Configuration and data of the “Service Replica” are kept in sync with the original service

!  Invocation – Customer starts up the latest VM

images and can use the “Service Replica”

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Disaster Recovery Process

!  Backup process

34

Create Backup Server

Instance

Execute Data Backup

Save Backup Server

Instance

Destroy Backup Server

Instance

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Disaster Recovery Process

!  Image based backup process

35

Create Base

Instance

Base Instance Config

Create Backup Server

Instance

Data Restore

Destroy Backup Server

Instance

Save “Service Replica” Instance

Destroy “Service Replica”

VM Image

VM Instance

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Disaster Recovery Process

!  Recovery process

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Create Latest Backup Instance Done ☺

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CONVERTER SOFTWARE Comparison of converter software.

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Sample Products

!  VMWare vCenter Converter – http://www.vmware.com/products/converter/

!  Novell PlateSpin Migrate – http://www.novell.com/products/migrate/

!  Vision Double Take Move – http://www.visionsolutions.com/products/dt-move.aspx

!  zCon zConverter – http://www.zconverter.com/product/M_Usages.php

!  Consider individual motivations from a business perspective – What usage model do they impose? – High labour? Pay per use? Limited functionality?

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

VMWare vCenter Converter

!  Sample sources for converter software:

– Physical to Virtual – Virtual to Virtual – Third Party Images to Virtual

!  Sample destinations: – Bare metal hypervisor – OS based hypervisor

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Source: http://www.vmware.com/products/converter/

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Uploading an Image to EC2

!  Clouds differ in terms of their acceptance of images – Unmanaged cloud – upload anything you like – Managed cloud – image must meet strict requirements

!  Example with Amazon’s EC2 – Extension for VMWare vCenter Converter

•  Allows EC2 to be seen as a target for migrations – EC2 API tools command

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ec2-import-instance DISK_IMAGE_FILENAME -t INSTANCETYPE -f FORMAT -a ARCHITECTURE-SYSTEM -b S3_BUCKET_NAME -o OWNER -w SECRETKEY ec2-import-volume DISK_IMAGE_FILENAME -f FORMAT -s SIZE-IN-GB -z AVAILABILITY_ZONE -b S3_BUCKET_NAME -o OWNER -w SECRETKEY

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Comparison Charts

41

Features VMware Rapid Platespin Double Take

Vizioncore

Management

Centralized Management Console

Hot/Cold Cloning on local datacenter

Hot/Cold Cloning on remote datacenter

Automatic discovery of candidates in Management Console

On the fly hardware customization

Agentless

Scheduled tasks

Conversions type supported

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Converters in Action

!  VMware vCenter Converter –  http://www.youtube.com/watch?v=IXJT0MTR7FM

!  NetApp Virtualization – http://www.youtube.com/watch?v=kexvPM08qNo

!  NetApp Rapid Cloning – http://www.youtube.com/watch?v=vqidYMcrOvI

!  Platespin Migrate – http://www.youtube.com/watch?v=G4ErJ1Ro_Xs

!  Double-Take Virtual Recovery Assistant – http://www.youtube.com/watch?v=icAdovkhlHY

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

WORKLOAD MIGRATION Build a server in the cloud to run the workload

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Classifying Workloads

Scenario Migration Strategy OS upgrade

MW upgrade

Application upgrade

OS/MW Post-configuration

Systems management Post-Configuration

S1 (live virtualization and migration)

“classical” p2v, migrate over to target and cut-over instantaneously post-migration

no no no No Yes

S2 (migration of stand-alone apps into test env)

Stand-alone app hosted on single machine on source is migrated into a virtualized test env on target

no no no Yes (IP, hostname, filesystem)

Yes

S3 (distributed apps)

Distributed app hosted on multiple machines on source is migrated into a virtualized env on target

no no no Yes (IP, hostname, UiD, filesystem, dependencies)

Yes

S4 Like s3 but MW upgrade. Virtualize into target test env and run MW upgrades post-migration.

No yes Yes/no (depending on MW version)

Yes (IP, hostname, filesystem) followed by application specific re-configuration (Data sources, Queues, etc.)

Yes

S5 Like S2 but requires application upgrade. Migrate and upgrade installation post-migration

no no yes Yes (IP, hostname, filesystem)

Yes

S6 Like S1, S2, S3 but with OS/MW version upgrade. Rebuild system on virtualized target environment on new OS/MW version

yes yes/no yes/nono Yes (everything needs to be reconfigured after re-building on target)

Yes

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Cloud

How to Decide Which Migration Type to Use?

Image Fix-up

user

System z System p

System z

Workload/Application Migration

App

OS

App

OS

App

OS Analysis

determines approach

Tooling Cloud

Image Migration

x series

Fit for Scenario

45

Discover/Analyze

Map Provision Migrate

Test

Image Copy Image Fix-up

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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015

Single Server Distributed Servers

Typical Application

IHS

WAS DB2

Plugin

Server Server C

Server A Server B

DB2

WAS IHS Plugin

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Application Configuration Examples Complexity Example

Low

Single Server • Web server (IHS)

• No external dependencies

Medium

Few Distributed Servers • Two security zones

• Some external dependencies

• Well known network flows

High

Many Distributed Servers • Several security zones

• Variations in middleware versions, editions

• Custom compiled code

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Technical Challenges

!  Customized Environments – High degrees of customization allow for little speed-up/learning as the migrations

progress – Tooling unable to effective repeat one-of processes

!  Information –  Inadequate tools available to discover all source information, transform with migration

policies and execute provisioning the new server

!  Scale and Complexity – Applications with a large number of undocumented characteristics, many different

technologies and implementations

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Business Challenges

!  Cost – Must define the migration such that a quick pay-back period can be realized through

reduced capital expenditures, operational expenditures

!  Risk – Must take into account lost revenue/increased cost associated with even a short

application outage – Other factors at play which can complicate matters

!  Organizational – Handoffs – partitioning of teams who must contribute to the migration – Cycle-time – long delays for initial discovery to be performed due to security, compliance

risk – Qualification – challenging to identify the right parties which must sign-off on a migration

(technical and business staff) – Skills – may not be readily available for the new cloud, operating system or middleware – Management systems – may not be appropriate for a fast-paced, iterative and

collaborative process

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How Can Tools Assist?

!  Recipes and Recommendations for Target Servers

!  Validation of both Source Data and Target Server Requests

!  Automatic Provisioning of Full Target Server Stack

!  Migrate current operational MW configuration from Source to Target – Supports MW Version Upgrades

!  Utilize previous requests as template for additional new servers

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MAP SOURCE TO TARGET Source to target attribute mapping.

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Map – Design a Migration

!  A request centric tool which helps users to view source server configurations and map them to a new target server

!  Collects key technical information to create the “container” which will hold the application

!  Each section is influenced (or dictated) by the source server configuration: – Hardware Architecture – Intel x86, PowerPC, Mainframe – Operating System - Windows, Linux, AIX – Middleware - database, application server, mail server – Filesystems – size, mount, user, group, permissions – Users/Groups – owner, group, shell, home directory – Hardware – CPU, memory, swap – Cloud – hostname, network configurations

!  Pair with administrative details related to the overall migration

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Map – Migration Policies

!  Many different areas to consider

!  How does one know which items should be migrated, and which are no longer required?

!  The action of moving a configuration from source to target is always made within a policy (implicit or explicit)

– Like for like – migration of all configurations regardless of purpose – Justify everything – must prove a configuration is required before moving it over – Owners choose – distribute inclusion/exclusion to each component owner

!  Policy is generally driven by underlying motivation for migration – Technology refresh? – Licensing savings? – Clean-up?

!  The optimization criteria will differ for each policy

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Map – Source Influences the Target

!  Source on left-hand-side, target on right-hand-side

–  Select individual items to migrate (i.e. move user “bob” )

–  Manually adjust / modify based on outside factors •  Migrate middleware to latest stable •  Migrate middleware to latest and greatest •  Migrate middleware to best match

!  Backing configuration provides user with elements to include in the migration

–  Supported middleware products –  Standard operating system images –  Available clouds

!  Collaborate with others to define the proper configurations

–  Look to subject matter experts to configure specific areas (i.e. database administrator to provide revised storage requirements)

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Map – Operating System and Middleware

!  Select the operating system which will be used for the target application deployment – Must be supported by the destination cloud – Previous analysis determined the proper version to move to considering:

•  Software compatibilities •  Performance, security, reliability considerations •  Organizational aspects (cost, expertise)

– Operating systems available for selection include default configurations for filesystem space and users

!  Select the middleware products required to support the application –  If a specific middleware is not available then must manually flag the request for human

intervention – Optionally include middleware which will augment the server (i.e. include new standard

tools which should be used on the cloud)

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Map – Users, Groups and Filesystems

!  There are generally a large number of users and groups on systems – Some have accumulated over time and can safely be removed – Some represent human uses who must login to the server – Some represent application ids which are mandatory for the application to run – Groups are tied to specific security policies which is defined by the operating system (i.e.

Windows ACLs, Unix sudo).

!  Filesystems define the amount of space that will be made available to the application – Typically related to a user and group – Can be very detailed in terms of allocation to volume groups, logical volumes and the

backing storage type (local, network attached storage, storage area network)

Group Operations

Administrators Add users, install/remove applications

DBAdmins Start/stop database, backups

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MAP DEMO Demonstration of a workload migration tool

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PROJECTS Workload and Image Migration

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Migration Project Suggestion A: Migration through Image Capture Exploration !  Background: Several commercial tools exist to enable migration of workloads to virtualized

environments. These tools operate at a coarse level, viewing the “workload” as essentially a system image. For example

–  VMware’s VCenter Converter aids physical to virtual migration but does this at an image level. The VMware VCenter Converter user does not have the opportunity to selectively migrate only those resources they need to the virtualized environment.

–  PlateSpin Migrate is another migration tool that operates at the image level for its “move workload” and “copy workload” features. PlateSpin Migrate provides a “Server synch” feature, which synchronizes deltas between an original and a target “workload”.

–  Double-Take Move provides slightly finer granularity than VMware VCenter Converter in that it allows users the option of migrating either an entire server image or just data to the virtualized environment.

Task: Choose a couple of image-capture tools. 1. Try a simple P2V using one or more commercial or open-source tools. 2. Define strength and deficiencies of each tool 3. Prepare a comparative assessment of these tools based on your experience.

1. is experimental, 2 and 3 could be based on the literature

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Migration Project Suggestion A: Migration through Image Capture Exploration (Continued..) !  Expected results:

– Writeup of outcomes of experiments –  Use student’ chosen tools. Prepare a comparison in a simple format to discuss with mentors.

!  Closest lecture: Week 5, automatic migration !  Reading list:

–  Christopher Clark, Keir Fraser, Steven Hand, Jacob Gorm Hansen, Eric Jul, Christian Limpach, Ian Pratt, Andrew Warfield, Live Migration of Virtual Machines, 2nd Symposium on Networked Systems Design & Implementation (NSDI ’05), 2005

– Manish Sethi, Kalapriya Kannan, Narendran Sachindran, and Manish Gupta: "Rapid Deployment of SOA Solutions via Automated Image Replication and Reconfiguration" - Proceedings of the IEEE International Conference on Services Computing, Honolulu, Hawai, 2008:155-162

–  Related papers corresponding to other lectures, for discussion only: •  Nikolai Joukov, B. Pfitzmann, H. V. Ramasamy, and M. V. Devarakonda, Application-Storage

Discovery, The 3rd Annual Haifa Experimental Systems Conference (Systor'10), Haifa, Israel, May 2010

•  Xu Chen, Ming Zhang, Z. Morley Mao, Paramvir Bahl, Automating Network Application Dependency Discovery: Experiences, Limitations, and New Solutions, 8th USENIX Symposium on OS Design and Implementation (OSDI 2008), San Diego, CA, December 2008.

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Migration Project Suggestion B: Workload Migration through Provisioning and Configuration Migration !  Background: Server migration and consolidation are a key type of enterprise IT

transformation projects. In a case when source and target of migration are not the same, the workload migration takes the following steps: –  Provision a new server based on details provided in design starting with OS

installation. Introduce software packages in a phased approach. Initiate backup (source) and restore (target) once new system available

Task: Choose a workload that you have a full access to.

1.  Define a process and migrate this workload manually to an instance on one of available public clouds.

2.  Understand available clouds/images and ensure the best target cloud/image selection for the chosen workload to minimize the overall time/cost of transformation if there is no perfect match with the source workload.

1. is experimental, 2. could be based on either experience or literature

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Migration Project Suggestion B: Workload Migration through Provisioning and Configuration Migration (Continued…)

!  Expected results: – Writeup of outcomes of experiments –  Use student’ chosen application. Prepare a process definition in format of student’s choice to discuss

with mentors. !  Closest lecture: Week 6, automatic migration !  Reading list:

–  C. Ward, N. Aravamundan, K. Bhattacharya, K. Cheng, R.Filepp,R.Kearney, B. Peterson, L. Shwartz, C. C. Young, “Workload Migration into Clouds – Challenges, Experiences, Opportunities” Proceedings of the 2010 IEEE International Conference on Cloud Computing (CLOUD 2010) :164-171

–  Liang Liu, Li Ying, Qian Ma, Ke Wei Sun, Ying Chen, Hao Wang, “Automatic Model-Based Service Hosting Environment Migration”, IBM Research Report RC24437, November 27, 2007.

–  Torchiano, M.; Di Penta, M.; Ricca, F.; De Lucia, A.; Lanubile, F. Software Migration Projects in Italian Industry: Preliminary Results from a State of the Practice Survey, 23rd IEEE/ACM International Conference on Automated Software Engineering - Workshops, 2008:35-42

–  Related papers corresponding to other lectures, for discussion only: •  Xu Chen, Ming Zhang, Z. Morley Mao, Paramvir Bahl, Automating Network Application

Dependency Discovery: Experiences, Limitations, and New Solutions, 8th USENIX Symposium on OS Design and Implementation (OSDI 2008), San Diego, CA, December 2008.

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