© 2016, Amazon Web Services, Inc. or its Affiliates. All rights reserved.

Lawrence Guillory, CEO, Racemi

Rodney Grilli – Sr. IT Transformation Consultant AWSgrillir@amazon.com

June 20, 2016

AWS Migration Planning

Welcome & Objectives

Overview of AWS Methods & Frameworks

Defining the “Migration Bubble”

AWS Migration Planning & Execution Considerations

Racemi & other Partner Solutions

Building the Migration Plan

Lessons Learned

AWS Cloud Adoption & Migration Frameworks

Cloud adoption is more than just technology…

Why? Cloud Strategy

Business strategy

Enabler of the Business DevOps

What are others doing?

How?

Industry

Cost Control

Reporting Operational Effectiveness

Talent Optimization

IT as Utility

Application TransformationSecurity

Compliance and Governance

Measure Continuous Deployment

On Demand

Fail early & Iterate

When? Cloud Adoption Roadmap

Cloud adoption is a journey

It requires planning and an adoption roadmap.

Cloud adoption strategy should be aligned closely with

business goals and objectives.

It can be disruptive and will drive significant change.

Most start small, learn, iterate, and accelerate.

Value can be achieved quickly.

Elements of a successful journey

ExecutiveSponsorship

Cloud-First Strategy

Principles & Standards

Experiment

Cloud Center of Excellence

Organizational Change

Adoption Roadmap

Align on business requirements; bring all stakeholders with you.

Create your vision; incentivize team members to follow your lead.

Define architectures, patterns, governance; measure, monitor, iterate.

Publish guidance and guard rails for how to adopt cloud successfully.

Provide centralized expertise; guide decentralized innovations.

Define new operating models, policies, processes, economics; provide training.

Start small and iterate, measure, manage, and update plan.

AWS Cloud Adoption Framework (CAF)

The AWS Cloud Migration Process

• Portfolio discovery• Goals and Drivers• Prioritized backlog• Foundations (target

zone setup)• Setup Factory (Tools,

Teams, Process)

• Application optimization• Process optimization • Operational optimization• Cost optimization

Discover Analyze Plan

Design Migrate Integrate

Validate Operate

MigrationFactory

Initiate

Optimize

Prioritized Backlog (PLAN)

App 1

…

App n

The Migration Bubble

The Migration Bubble – Components

Planning and Assessment

Migration Tools Consulting Partners

Internal Training Duplicate Environments

Lease Penalties

The Migration BubbleC

ost

Time

Planning

Migration Bubble

Operation and Optimization

• Discovery and assessment• Duplicate environments• Staff training• Migration consulting• 3rd party tooling• Lease penalties

Application Migration Challenges

Lack of accurate discovery tools and processes Lack of application contexts / information Inaccurate on premise costs Lack of detail and scope with respect to operating

model, governance, risk, compliance, security, software licensing, etc.

Increased cost

Longer time to value

Inaction

Challenges

AWS Migration Planning and Execution Considerations

Understand Your Business Drivers

What is your business driver for migrating to the AWS cloud?

• Cost• Agility

• Freedom to experiment• Faster development

• Significant business-impacting event (timeline driven)

Knowing your business driver helps you plan your cloud migration.

Understand Your Costs

It is important to accurately understand your current costs in order to know how to plan and build your migration model for optimal cost efficiency

On-premises Cost Considerations

Networkcosts

Storagecosts

Servercosts

Hardware – server, rack chassis PDUs, ToR

switches(+maintenance)

Software - OS, virtualization licenses

(maintenance)

Overhead cost

Space Power Cooling

Hardware – storage disks, SAN/FC switches

Overhead costStorage admin costs

Network hardware – LAN switches, load

balancerbandwidth costs

Network admin costsOverhead cost

IT laborcosts

Server adminVirtualization admin

1

2

3

4

Space Power Cooling

Space Power Cooling

illustrative

Diagram doesn’t include every cost item. E.g. software costs can include database, management, middle tier software costs. Facilities cost can include costs associated with upgrades, maintenance, building security, taxes etc. IT labor costs can include security admin and application admin costs.

AWS Migration Cost Considerations

3rd Party Costs

• 3rd Party Migration Tools

• Storage Vendors• 3rd Party Application

Licensing

• OS Licensing

AWS Costs

• AWS Direct Connect• Amazon EC2 (right-sized

based on utilization metrics)

• Amazon EBS (anticipated usable volume size)

• Amazon EBS snapshots• Amazon S3 (usable

storage)• Amazon Elastic Load

Balancing• Amazon CloudFront• Other Applicable Costs

(Amazon RDS, Amazon Redshift, Amazon EMR, etc.)

• 2nd (or 3rd) Availability Zone

Labor

• Employees (FTE)

• Onshore Consultants

• Offshore Consultants

• Refactoring Effort

• Unsupported OS

• OS Upgrade

• Database to RDS

• Tools

Change Management

• Governance

• Operating Model

• Training• Financial Management

and Measurements• Configuration

Management

• Service Management• Continuous Delivery /

Continuous Integration

Speed and Process Decisions Change Migration Costs

The cost of migration has many levers that can be pulled in order to speed up or slow down the process. Each of these has a corresponding cost associated with it.

Understand Your Staffing

CIO Office

PM Office

Architecture Team

Finance Team

Security Team

Compliance Team

Migration Team

Business Teams

Application Teams

Operations Team

Application Portfolio Discovery I A I I C R I C C

Application Analysis A C C C I R

Storage and Database Analysis A C C C R C

Migration Design I A C C R C

Migration Factory I A C I C R

Operations and Optimization C I I I R A

R: Responsible A: Accountable C: Consulted I: Informed

Establish a Cloud CoE• Define Roles & Responsibilities• Identify Skills & Competencies

Application Discovery & Assessment

Application Migration & Disposition Options

Application Interviews

App. Automated Discovery

App. Migration Options

App. Analysis

Application Discovery Migration & Disposition Options

Retain

Retire

Rehost

Repurchase

Replatform

Refactor

This is the “do nothing” option. Legacy costs remain and obsolescence costs typically increase over time

Decommission and archive data as necessary

“Lift and Shift” or “Forklifting.” Automated and scripted migrations are highly effective

Either a replacement through procurement, or/and upgrade

Opportunities to address significant infrastructure upgrades can be realized which positively affects compliance, regulatory and obsolescence drivers

Re-architecting and recoding require investment in new capabilities. Potentially significant business disruption

DescriptionComplexity

Low

Low

Med

Med

High

High

Identify Strategic Vision (example)

• Modernize the Workforce

• Improve IT agility through the development of cloud based service and hosting capabilities

• Transform the organization into a leader in delivering solutions & capabilities via strategic partner integrations

Setting a strategic vision is critical to any transformation initiative. It inspires & unifies the entire organization, while providing a clear target state to guide their day to day activities.

Define Sourcing Strategy (example)

Strategies• Choose SaaS for highly commoditized business capabilities

• Choose PaaS for standard business capabilities

• Choose IaaS for workloads that are not readily supported by PaaS or SaaS.

Desired Outcomes• Rapid development, agility, flexibility

• Single set of processes for IT Operations

• Cost effective licensing, on demand provisioning, and shift from fixed to variable costs

Define the Sourcing Model (example)

Define Sourcing Values and Input Methodology (example)

Assessment Criterion Input Classification Justification(1-Low / 3-High ) Weight

Level of Differentiation to the Organization

- Impact on competitive research - Impact on LOB1 and LOB2 recruiting

1 – Non differentiator 2 – Low differentiator 3 – Core differentiator

60%

Complexity of Operation

- Number and complexity of business rules/processes

 

1 – Low complexity of operation 2 – Moderate complexity of operation 3 – High complexity of operation

20%

Skills and competencies - Specialized skills required to support and operate

1 – Highly specialized skills that are a challenge to hire and retain

2 – Moderate specialized IT/product skills 3 – Common IT/Admin/Programming skills

20%

Define Hosting Values and Input Methodology (example)

Assessment Criterion Input Classification Justification (1-High fit / 5-Low fit) Weight

Technical Architecture

- Architecture Styles - Technical Complexity - Application Hosting

1 – Cloud developed, three tier web applications with Amazon AMIs existing. 2 - Somewhat complex; tech environment is still relatively stable but the integration

points with other applications are complex. Core application though is web capable. 3 - Highly complex, not cloud, not web, or new to UITS.

40%

Commodity vs. Specialty

- # of products/services supporting the capability

- # of customers for the capability

 

1 - Large number of products/services with large number of customer across multiple segments

2 – Small group of niche products/services with a small number of customers across one or a small number of segments

3 – Unique to UA students and/or faculty with no existing products/services available to deliver the capability

40%

Risk - Technical Risk Score - Technical Risk Summary - Technical Alignment - Sensitive Data

1 – Low Risk, non strategic application 2 – Medium Risk, strategic or business application internally facing or with small exposure 3 – High Risk, Strategic, externally facing, revenue generating application, Sensitive Data 

20%

Application Assessment Output (example)

Service Description Application Discovery Service

• Discover on-premises application inventory and dependencies.• Simplify your application migration planning process.• https://aws.amazon.com/application-discovery/

VM Import/Export

• Import virtual machine images from your existing environment to Amazon EC2 instances and export them back to your on-premises environment.

• https://aws.amazon.com/ec2/vm-import/

Management Portal for vCenter

• Migrate VMware VMs to Amazon EC2 and manage AWS resources from within vCenter. 

• http://aws.amazon.com/ec2/vcenter-portal/

Database Migration Service

• Migrate your databases to AWS with zero downtime.• Supports migrations between similar and different database platforms.• https://aws.amazon.com/dms/

Import/Export Snowball

• Efficiently and securely transfer large amounts of data from on-premises data centers to AWS.

AWS Migration Support Tools

Migration Technologies Description & Partners

Discovery & PlanningDiscover IT assets across your application portfolio, identify dependencies and requirements, and build your comprehensive migration plan with this technology suite.

Workload MobilityExecute migrations to AWS by capturing your host server, configuration, storage, and network states, then provision and configure your AWS target resources.

Application ProfilingGain valuable insights into your applications by capturing and analyzing performance data, usage, and monitoring dependencies before and after migration. 

Partner Discovery & Automated Migration Tools

https://aws.amazon.com/migration/partner-solutions/

Racemi Cloud SolutionsLawrence Guillory, CEO, Racemi

Racemi Overview

• Industry Leading Cloud Migration Software

• World class Global Professional Services

• Cloud Discovery & Cloud Migration

Six keys to accelerate cloud migrations

1. Gain support - execute small quick wins2. Build momentum - start now, do not over think it3. Earn credibility - use industry experts4. Ensure success - use proven methods5. Lead the project - be decisive6. Leave a legacy - share the success

Customer Enablement

• Unlimited No-cost migrations into GovCloud (US)• No-cost discovery and migration services (limited)

• Penny migrations launching today in Amazon Marketplace

• Booth 500. www.racemi.com/free

Build the Migration Plan

Use the AWS Cloud Migration Process

• Portfolio discovery• Goals and Drivers• Prioritized backlog• Foundations (target

zone setup)• Setup Factory (Tools,

Teams, Process)

• Application optimization• Process optimization • Operational optimization• Cost optimization

Discover Analyze Plan

Design Migrate Integrate

Validate Operate

MigrationFactory

InitiateOptimize

Prioritized Backlog (PLAN)

App 1

App 2

…

App n

Include Migration Readiness Activities

• Business Assessment• Financial Assessment• Technical Assessment• Regulatory and Compliance Assessment• Security Assessment• Contractual Assessment

Application Owner Meeting

Connectivity RequirementsData Migration RequirementsIdentify Application Artifacts

Document Success Criteria

Identify Testing Process

Resolve Dependency ConflictsApplication Dependencies

Review Existing BlueprintsVerify VPC Connectivity

Complete Artifact Checklist

Firewall RequestsFirewall Port Determination

Intra-port Requirements

Week 1 Week 2

Initial Architecture Design

Application Installation

VPC Port Exception

Allocate Credentials

Verify Subnet Connectivity

Deploy AMI’s

App Owner ReviewApp Architecture Review

VPC Architecture Design

Identify Enhancement Opportunities

Test Connectivity

Migrate Data

End to End TestingOwner Sign-off

Update Final Design Document

Baseline Performance

Map out Application Migration Activities

Discover Design Build

Key

Develop an Agile Phased Migration Plan

Phase 1AWSGOVDEV1

AWSGovDev2

AWSIntranet1

AWSInventory1

AWSKEYSTONE2

AWSrectrac1

AWSWEB10

Phase 2AWSEMS3

AWSFireDEV2

AWSFirehouse2

AWSOneRoof2

AWSPAGEGATE2

Phase 3AWSAWATCH1

AWSFBO1

AWSSQL12

AWSSQLDW1

AWSSQLFBO1

AWSTicketMGR3

AWSTicketMGR4

AWSTKTMGRWEB1

Phase 4AWS3MSelfCHK1

AWSAPPSQL1

AWSAPPSQLDEV1

AWSILS3

AWSPAC3

AWSPRIVATESP1

AWSSPPRODAPP1

AWSSPPRODAPP2

Phase 4 – Cont. AWSSPPRODAPP3

AWSSPPRODSQL1

AWSSPPRODSQL2

AWSSPPRODWFE1

AWSSPPRODWFE2

AWSSQLDEV2

AWSTime3

AWSTimeDEV3

Each Phase – Multi Week Sprint + 2-Days for Lessons Learned

Lessons Learned

1st Lesson Learned

Early Planning, Communication and Buy-In is Essential• Map out the timeline • Understand and Categorize your Applications• Define your strategy• Limit the variables

“Without a plan, there can be no victory”

2nd Lesson Learned

Personnel requirements in the cloud really are different from traditional operations

Strong Ops need for Software Engineering skills Minimized need for deep Network or Storage

Not just in Ops…also for QA, Release, Dev and Security

3rd Lesson Learned

The Burden of “Day Jobs” During MigrationExisting Staff frequently asked to:

− Maintain current infrastructure− Learn new skills− Build out new infrastructure − Migrate applications to the new environment − Decommission the old environment

Do all of the above on the same salary

4th Lesson Learned

Establish Foundational Cloud Capabilities Region & Account Strategy VPC Strategy Hybrid Capabilities

WAN DNS Operations Security & Compliance

MigrationProgress

5th Lesson LearnedBuild Momentum, Monitor and Report Status

6th Lesson Learned

Help is available from AWS – Use it!Documentation and Whitepapers

Solution Architects

Professional Services/APN Partners

Trainers

Technical Account Managers (TAM)

Key Takeaways

Have a strategy and a Plan (even if it changes as you migrate) Understand the components of your Migration Bubble and their

corresponding costs Determine the best “migration path” for each application to optimize

cost/outcome in the migration process Leverage the Tools: APN Partners, Tooling, and AWS to shorten the

migration window Go fast!

Resources• AWS Cloud Adoption Framework

• https://aws.amazon.com/professional-services/CAF/• AWS Professional Services

• https://aws.amazon.com/professional-services/• AWS Migration Partner Solutions

• https://aws.amazon.com/migration/partner-solutions/• AWS Training

• Migrating to AWS - 2 Day Instructor Lead Course• https://aws.amazon.com/contact-us/aws-training/

• AWS Whitepapers• A Practical Guide to Cloud Migration

• https://d0.awsstatic.com/whitepapers/the-path-to-the-cloud-dec2015.pdf• Migrating Your Existing Applications to the AWS Cloud

• http://media.amazonwebservices.com/CloudMigration-main.pdf