Merge "Editing Methodology section"
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version="5.0"
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xml:id="methodology">
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<title>Methodology</title>
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<para>The magic of the cloud is that it can do anything. It is both robust
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and flexible, the best of both worlds. Yes, the cloud is highly flexible
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and it can do almost anything, but to get the most out of a cloud
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investment, it is important to define how the cloud will be used by
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creating and testing use cases. This is the chapter that describes the
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thought process behind how to design a cloud architecture that best
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suits the intended use.</para>
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<mediaobject>
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<imageobject>
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<imagedata contentwidth="4in" fileref="../figures/Methodology.png"/>
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</imageobject>
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</mediaobject>
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<para>The diagram shows at a very abstract level the process for capturing
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requirements and building use cases. Once a set of use cases has been
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defined, it can then be used to design the cloud architecture.</para>
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<para>Use case planning can seem counter-intuitive. After all, it takes
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about five minutes to sign up for a server with Amazon. Amazon does not
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know in advance what any given user is planning on doing with it, right?
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Wrong. Amazon's product management department spends plenty of time
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figuring out exactly what would be attractive to their typical customer
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and honing the service to deliver it. For the enterprise, the planning
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process is no different, but instead of planning for an external paying
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customer, for example, the use could be for internal application
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developers or a web portal. The following is a list of the high level
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objectives that need to be incorporated into the thinking about creating
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a use case.</para>
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<para>Overall business objectives</para>
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<itemizedlist>
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<listitem>
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<para>Develop clear definition of business goals and requirements
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</para>
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</listitem>
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<listitem>
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<para>Increase project support and engagement with business,
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customers and end users.</para>
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</listitem>
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</itemizedlist>
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<para>Technology</para>
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<itemizedlist>
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<listitem>
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<para>Coordinate the OpenStack architecture across the project and
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leverage OpenStack community efforts more effectively.</para>
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</listitem>
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<listitem>
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<para>Architect for automation as much as possible to speed
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development and deployment.</para>
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</listitem>
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<listitem>
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<para>Use the appropriate tools for the development effort.</para>
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</listitem>
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<listitem>
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<para>Create better and more test meters and test harnesses to
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support continuous and integrated development, test processes
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and automation.</para>
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</listitem>
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</itemizedlist>
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<para>Organization</para>
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<itemizedlist>
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<listitem>
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<para>Better messaging of management support of team efforts</para>
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</listitem>
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<listitem>
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<para>Develop better cultural understanding of Open Source, cloud
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architectures, Agile methodologies, continuous development, test
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and integration, overall development concepts in general</para>
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</listitem>
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</itemizedlist>
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<para>As an example of how this works, consider a business goal of using the
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cloud for the company's E-commerce website. This goal means planning for
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applications that will support thousands of sessions per second,
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variable workloads, and lots of complex and changing data. By
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identifying the key meters, such as number of concurrent transactions
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<para>
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Creating and testing use cases is the best way to design a cloud
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architecture that best suits your needs.</para>
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<para>
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For example, if your goal is to develop a cloud for your company's e-commerce
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website, you need to plan for applications that will support thousands of
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sessions per second, variable workloads, and lots of complex and changing data.
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By identifying the key meters, such as number of concurrent transactions
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per second, size of database, and so on, it is possible to then build a
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method for testing the assumptions.</para>
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<formalpara>
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<title>Develop functional user scenarios</title>
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<para>
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Functional user scenarios are used to develop test cases to measure overall
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project trajectory. If you do not want to use an application to develop user
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requirements automatically, you will need to create requirements to build
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test harnesses and develop usable meters. Once the meters are established you
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can respond to changes quickly without having to set the exact requirements
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in advance. This creates ways to configure the system, rather than redesigning
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it every time there is a requirements change.</para>
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<para>
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Develop functional user scenarios that can be used to develop
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test cases that can be used to measure overall project
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trajectory. If the organization is not ready to commit to an
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application or applications that can be used to develop user
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requirements, it needs to create requirements to build valid
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test harnesses and develop usable meters. Once the meters
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are established, as requirements change, it is easier to
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respond to the changes quickly without having to worry overly
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much about setting the exact requirements in advance. Think of
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this as creating ways to configure the system, rather than
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redesigning it every time there is a requirements
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change.
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</para>
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</formalpara>
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<formalpara>
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<title>Limit cloud feature set</title>
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<para>
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Create requirements that address the pain points but keep the
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core design of OpenStack. The requirement to build OpenStack,
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only better, is self-defeating. It is important to limit scope
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creep by concentrating on developing a platform that will
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address tool limitations for the requirements, but not
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recreating the entire suite of tools. Work with technical
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product owners to establish critical features that are needed
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for a successful cloud deployment.
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</para>
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</formalpara>
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It is important to limit scope creep. Ensure you address tool limitations
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for the requirements, but do not recreate the entire suite of tools. Work
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with technical product owners to establish critical features that are needed
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for a successful cloud deployment.</para>
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<section xml:id="application-cloud-readiness-methods">
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<title>Application cloud readiness</title>
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<para>Although the cloud is designed to make things easier, it is
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