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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
© 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
2 3/9/15
© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015
Cloud is…
3
© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015
What is Migration to Cloud?
4
© 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?
5
© 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
6
© 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
7
© 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
8 3/9/15
© 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)
© 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
© 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.
© 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)
12
© 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)
13
© 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/
14
© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015
Definitions in Action
15
Hypervisor
Virtual Machine
Operating System
Middleware Middleware
Application
Image Instance
Script
© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015
Definitions in Action
16
VMWare ESXi
Virtual Machine
Red Hat Enterprise Linux
WebSphere Application
Server DB2 Data Server
App.ear APPDB
RHEL001
Medium Clean.sh
© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015
Case Study for this Course
17
© 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
18
© 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
20
© 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
21
Discover/Analyze
Map Provision Migrate
Test
Image Copy Image Fix-up
© 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?
22
© 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)
23
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
© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015
IMAGE MIGRATION DEMO Example of an actual image migration.
24
© 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
© 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.
26
© 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
27
© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015
Near-Live Migration
28
© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015
Live Migration
29
© 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.
30
© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015
APPLICATIONS OF IMAGE MIGRATION
Other applications of image migration based technology.
31
© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015
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
© 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”
© 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
© 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
© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015
Disaster Recovery Process
! Recovery process
36
Create Latest Backup Instance Done ☺
© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015
CONVERTER SOFTWARE Comparison of converter software.
37
© 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?
38
© 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
39
Source: http://www.vmware.com/products/converter/
© 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
40
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
© 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
© 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
42
© 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
43
© 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
44
© 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
© 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
46
© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015
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
47
© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015
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
48
© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015
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
49
© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015
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
50
© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015
MAP SOURCE TO TARGET Source to target attribute mapping.
51
© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015
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
52
© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015
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
53
© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015
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)
54
© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015
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)
55
© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015
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
56
© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015
MAP DEMO Demonstration of a workload migration tool
57
© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015
PROJECTS Workload and Image Migration
58 3/9/15
© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015
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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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015
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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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015
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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© 2015 IBM Corporation New York University, Course CSCI-GA.3033-011, Spring 2015
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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