openstack-manuals/doc/arch-design/introduction/section_methodology.xml
Andreas Jaeger 9212c749de Arch Design: Heading capitalization
Follow conventions for heading capitalization in the Architecture Design
Guide.

Change-Id: I49c246968f55de106e138e6de0e76dd05a2693ff
2014-07-25 10:32:42 +02:00

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<?xml version="1.0" encoding="UTF-8"?>
<section xmlns="http://docbook.org/ns/docbook"
xmlns:xi="http://www.w3.org/2001/XInclude"
xmlns:xlink="http://www.w3.org/1999/xlink"
version="5.0"
xml:id="methodology">
<title>Methodology</title>
<para>The magic of the cloud is that it can do anything. It is both robust
and flexible, the best of both worlds. Yes, the cloud is highly flexible
and it can do almost anything, but to get the most out of a cloud
investment, it is important to define how the cloud will be used by
creating and testing use cases. This is the chapter that describes the
thought process behind how to design a cloud architecture that best
suits the intended use.</para>
<mediaobject>
<imageobject>
<imagedata fileref="../images/Methodology.png"/>
</imageobject>
</mediaobject>
<para>The diagram shows at a very abstract level the process for capturing
requirements and building use cases. Once a set of use cases has been
defined, it can then be used to design the cloud architecture.</para>
<para>Use case planning can seem counter-intuitive. After all, it takes
about five minutes to sign up for a server with Amazon. Amazon does not
know in advance what any given user is planning on doing with it, right?
Wrong. Amazons product management department spends plenty of time
figuring out exactly what would be attractive to their typical customer
and honing the service to deliver it. For the enterprise, the planning
process is no different, but instead of planning for an external paying
customer, for example, the use could be for internal application
developers or a web portal. The following is a list of the high level
objectives that need to be incorporated into the thinking about creating
a use case.</para>
<para>Overall business objectives</para>
<itemizedlist>
<listitem>
<para>Develop clear definition of business goals and requirements
</para>
</listitem>
<listitem>
<para>Increase project support and engagement with business,
customers and end users.</para>
</listitem>
</itemizedlist>
<para>Technology</para>
<itemizedlist>
<listitem>
<para>Coordinate the OpenStack architecture across the project and
leverage OpenStack community efforts more effectively.</para>
</listitem>
<listitem>
<para>Architect for automation as much as possible to speed
development and deployment.</para>
</listitem>
<listitem>
<para>Use the appropriate tools for the development effort.</para>
</listitem>
<listitem>
<para>Create better and more test metrics and test harnesses to
support continuous and integrated development, test processes
and automation.</para>
</listitem>
</itemizedlist>
<para>Organization</para>
<itemizedlist>
<listitem>
<para>Better messaging of management support of team efforts</para>
</listitem>
<listitem>
<para>Develop better cultural understanding of Open Source, cloud
architectures, Agile methodologies, continuous development, test
and integration, overall development concepts in general</para>
</listitem>
</itemizedlist>
<para>As an example of how this works, consider a business goal of using the
cloud for the companys E-commerce website. This goal means planning for
applications that will support thousands of sessions per second,
variable workloads, and lots of complex and changing data. By
identifying the key metrics, such as number of concurrent transactions
per second, size of database, and so on, it is possible to then build a
method for testing the assumptions.</para>
<para>Develop functional user scenarios: Develop functional user scenarios
that can be used to develop test cases that can be used to measure
overall project trajectory. If the organization is not ready to commit
to an application or applications that can be used to develop user
requirements, it needs to create requirements to build valid test
harnesses and develop usable metrics. Once the metrics are established,
as requirements change, it is easier to respond to the changes quickly
without having to worry overly much about setting the exact requirements
in advance. Think of this as creating ways to configure the system,
rather than redesigning it every time there is a requirements change.</para>
<para>Limit cloud feature set: Create requirements that address the pain
points, but do not recreate the entire OpenStack tool suite. The
requirement to build OpenStack, only better, is self-defeating. It is
important to limit scope creep by concentrating on developing a platform
that will address tool limitations for the requirements, but not
recreating the entire suite of tools. Work with technical product owners
to establish critical features that are needed for a successful cloud
deployment.</para>
<section xml:id="application-cloud-readiness-methods">
<title>Application cloud readiness</title>
<para>Although the cloud is designed to make things easier, it is
important to realize that "using cloud" is more than just firing up
an instance and dropping an application on it. The "lift and shift"
approach works in certain situations, but there is a fundamental
difference between clouds and traditional bare-metal-based
environments, or even traditional virtualized environments.</para>
<para>In traditional environments, with traditional enterprise
applications, the applications and the servers that run on them are
"pets". They're lovingly crafted and cared for, the servers have
names like Gandalf or Tardis, and if they get sick, someone nurses
them back to health. All of this is designed so that the application
does not experience an outage.</para>
<para>In cloud environments, on the other hand, servers are more like
cattle. There are thousands of them, they get names like NY-1138-Q,
and if they get sick, they get put down and a sysadmin installs
another one. Traditional applications that are unprepared for this
kind of environment, naturally will suffer outages, lost data, or
worse.</para>
<para>There are other reasons to design applications with cloud in mind.
Some are defensive, such as the fact that applications cannot be
certain of exactly where or on what hardware they will be launched,
they need to be flexible, or at least adaptable. Others are
proactive. For example, one of the advantages of using the cloud is
scalability, so applications need to be designed in such a way that
they t can take advantage of those and other opportunities.</para>
</section>
<section xml:id="determining-whether-an-application-is-cloud-ready">
<title>Determining whether an application is cloud-ready</title>
<para>There are several factors to take into consideration when looking
at whether an application is a good fit for the cloud.</para>
<para>Structure: A large, monolithic, single-tiered legacy application
typically isn't a good fit for the cloud. Efficiencies are gained
when load can be spread over several instances, so that a failure in
one part of the system can be mitigated without affecting other
parts of the system, or so that scaling can take place where the app
needs it.</para>
<para>Dependencies: Applications that depend on specific hardware --
such as a particular chip set or an external device such as a
fingerprint reader -- might not be a good fit for the cloud, unless
those dependencies are specifically addressed. Similarly, if an
application depends on an operating system or set of libraries that
cannot be used in the cloud, or cannot be virtualized, that is a
problem.</para>
<para>Connectivity: Self-contained applications or those that depend on
resources that are not reachable by the cloud in question, will not
run. In some situations, work around these issues with custom
network setup, but how well this works depends on the chosen cloud
environment.</para>
<para>Durability and Resilience: Despite the existence of SLAs, the one
reality of the cloud is that Things Break. Servers go down, network
connections are disrupted, other tenants on a server ramp up the
load to make the server unusable. Any number of things can happen,
and an application that isn't built to withstand this kind of
disruption isn't going to work properly.</para>
</section>
<section xml:id="designing-for-the-cloud">
<title>Designing for the cloud</title>
<para>Here are some guidelines to keep in mind when designing an
application for the cloud:</para>
<itemizedlist>
<listitem>
<para>Be a pessimist: Assume everything fails and design
backwards. Love your chaos monkey.</para>
</listitem>
<listitem>
<para>Put your eggs in multiple baskets: Leverage multiple
providers, geographic regions and availability zones to
accommodate for local availability issues. Design for
portability.</para>
</listitem>
<listitem>
<para>Think efficiency: Inefficient designs will not scale.
Efficient designs become cheaper as they scale. Kill off
unneeded components or capacity.</para>
</listitem>
<listitem>
<para>Be paranoid: Design for defense in depth and zero
tolerance by building in security at every level and between
every component. Trust no one.</para>
</listitem>
<listitem>
<para>But not too paranoid: Not every application needs the
platinum solution. Architect for different SLAs, service
tiers and security levels.</para>
</listitem>
<listitem>
<para>Manage the data: Data is usually the most inflexible and
complex area of a cloud and cloud integration architecture.
Dont short change the effort in analyzing and addressing
data needs.</para>
</listitem>
<listitem>
<para>Hands off: Leverage automation to increase consistency and
quality and reduce response times.</para>
</listitem>
<listitem>
<para>Divide and conquer: Pursue partitioning and
parallel layering wherever possible. Make components as small
and portable as possible. Use load balancing between layers.
</para>
</listitem>
<listitem>
<para>Think elasticity: Increasing resources should result in a
proportional increase in performance and scalability.
Decreasing resources should have the opposite effect.
</para>
</listitem>
<listitem>
<para>Be dynamic: Enable dynamic configuration changes such as
auto scaling, failure recovery and resource discovery to
adapt to changing environments, faults and workload volumes.
</para>
</listitem>
<listitem>
<para>Stay close: Reduce latency by moving highly interactive
components and data near each other.</para>
</listitem>
<listitem>
<para>Keep it loose: Loose coupling, service interfaces,
separation of concerns, abstraction and well defined APIs
deliver flexibility.</para>
</listitem>
<listitem>
<para>Be cost aware: Autoscaling, data transmission, virtual
software licenses, reserved instances, and so on can rapidly
increase monthly usage charges. Monitor usage closely.
</para>
</listitem>
</itemizedlist>
</section>
</section>