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SYN230 Building successful clouds
based on Citrix Consulting methodology
Priyadarshan Ketkar
Sr. Cloud Architect, Worldwide Cloud Services
Business, Technical and Operation Success for the Cloud
© 2014 Citrix. Confidential.2
Tweet about this session with hashtag #SYN230 and
#citrixsynergy
© 2014 Citrix. Confidential.3
About Priya
Worldwide Cloud Services team
Go-To-Market and cloud strategy since 2008.
Previously, Savvis Symphony VPDC
Connect on www.linkedin.com/in/priyaketkar
Twitter @cloudmight
© 2014 Citrix. Confidential.4
250+Large Scale
Production Clouds
In Deployment
Production sites
with over
40,000+
Servers per Region
Service Providers | Telcos
Web 2.0
Enterprise | Education | Government
© 2014 Citrix. Confidential.5
Citrix Consulting Services Methodology
2Assess
4Deploy
3Design
5Monitor1Define
Are you ready to Launch?
Cloud Architecture Lifecycle – The Bigger Picture
© 2014 Citrix. Confidential.7
Architecture Lifecycle
Sustain
Architect Implement
I quattro libri dell'architettura, Andrea Palladio
Deploy
Compute
Network
Storage
Applications
Capacity
Availability Scalability
Performance Security
Cloud Services
Design
© 2014 Citrix. Confidential.8
Sample Cloud Services
Internally Hosted
“On premise”
Specialized
Workloads
General
Workloads
“Off-premise”
Externally Hosted
Customer
Point Of View
Private IaaS, STaaS, Any-Any
Public IaaS, STaaS, Any-Any
DaaS
WebScale
Bare Metal
SaaS
PaaS
Desktops
Apps
PaaS
Bare Metal
WebScale
© 2014 Citrix. Confidential.9
Success Layers
Business, Technology and Operations Layers
Time
Resources
Guidance
Handoff
Operations
Technology
Business
© 2014 Citrix. Confidential.10
Business Layer
Focus on Business Goals / Objectives / Use Cases
Resources
Time
Cloud Services Accounts
Self Service
Monetization
Service Catalog Integrations
© 2014 Citrix. Confidential.11
Business Layer Best Practices
• Three to Five Customer Value goals -> use cases
• Involve customers early in Beta program
• Design back office integrations early
• Phased approach to Implementation
• Do not create dependencies based on product
futures/roadmap
• Have a plan for running on your own
Business
© 2014 Citrix. Confidential.12
Technology Layer
Transforming from Infrastructure to On-Demand Cloud services
Time
Resources
DeliveryAccess
Abstraction Automation
Control
Infrastructure
© 2014 Citrix. Confidential.13
Technology Layer Best Practices
• Infrastructure design to support workload types
• Migration tools
• Be realistic in Infrastructure requirements, use
vendor validated design
• Simple Infrastructure based on capacity pods.
• Loose coupling to legacy back office systems
• Monitoring and Management requirements are
clearly articulated to Operations team
Technology
© 2014 Citrix. Confidential.14
Operations Layer
Focus on Autonomic Operations
Time
Resources
Support
MonitoringMeasurement
NOC Maintenance
Ops-as-a-Svc
© 2014 Citrix. Confidential.15
Operations Layer Best Practices
• Ensure smooth operations transition
• Provide integrated view of cloud with legacy
• Conduct training and review operations procedures
• Invest in utilities and scripts development for
“autonomic” operations
• Services level agreements are realistic
• Operations as a Service to increases customer
visibility into their cloud resources
Operations
© 2014 Citrix. Confidential.16
Example Cloud Success Deliverables
Business
Service Description
Service Catalog
PriceBook
On-Boarding process
Billing Reports
User Documentation
Technology
Cloud Automation
Infrastructure Design
AD Integration
Billing feed
OS Templates
Scheduling services
Operations
NOC Dashboard
Escalation Process
Management Alerts
Cloud Tenant Events
Monitoring
Instrumentation
Maintenance
Identify
Milestones
List Criteria Scorecard
Identify
Deliverables
Assign
© 2014 Citrix. Confidential.17
Cloud Solution – Delivery Model - Business
Business
Operations
Technology
Service
Catalog
Cloud
Automation
PriceBook
Infrastructure
Design
Service
Description
Operations
Plan
Business
Goals
Billing
User Docs
O/S Templates
Telemetry &
Instrumentation
Support
process
Install
Monitors
Health
Checks
Define Assess Design Deploy Monitor
NOC
IntegrationDeploy
Infrastructure
© 2014 Citrix. Confidential.18
Cloud Solution – Delivery Model - Technology
Business
Operations
Technology
Service
Catalog
Cloud
Automation
PriceBook
Infrastructure
Design
Service
Description
Operations
Plan
Business
Goals
Billing
User Docs
O/S Templates
Telemetry &
Instrumentation
Support
process
Define Assess Design Deploy Monitor
Deploy
Infrastructure
© 2014 Citrix. Confidential.19
Cloud Solution – Delivery Model - Operations
Business
Operations
Technology
Service
Catalog
Cloud
Automation
PriceBook
Infrastructure
Design
Service
Description
Operations
Plan
Business
Goals
Billing
User Docs
O/S Templates
Telemetry &
Instrumentation
Support
process
Define Assess Design Deploy Monitor
Deploy
Infrastructure
Install
Monitors
NOC
Integration
Health
Checks
Citrix Services
© 2014 Citrix. Confidential.21
Citrix Cloud Services – End-To-End
Cloud
Training
CSA - Cloud
Strategy
Assessment
CloudPlatform
Implementation
CloudPortal
Implementation
Migration
Services
CIA - Cloud
Infrastructure
Assessment Product
Support*
CAD – Cloud
Architecture
Design
CHC - Cloud
Health Check
CLR- Cloud
Launch
Readiness
* Technical Relationship Management (TRM) post rollout available through Citrix Technical Support
Define Assess Design Deploy Monitor
© 2014 Citrix. Confidential.22
Session Summary
Key Takeaways
Consistent methodology delivers successful clouds.
Staking the Cloud services is key.
Layers enable focus and prioritization.
Work with subject matter experts / partners when facing unexpected situations.
Further Resources
– Contact: priyadarshan.ketkar@citrix.com
– Talk to Citrix cloud customers
– Citrix blogs
© 2014 Citrix. Confidential.23
Questions?
In the room / Online
© 2014 Citrix. Confidential.24
Before you leave…
Recommended related breakout sessions
• SYN122: Moving Australian National Research into the Cloud (Univ. of Melbourne)
• SYN235: Supporting Graphical Software in a Cloud Environment (Univ. of Sao Paolo)
Conference surveys are available online at www.citrixsynergy.com starting
Thursday, May 8 at 9:00 a.m.
• Provide your feedback by 6:00 p.m. that day to be entered to win one of many prizes
Download presentations starting Monday, May 19 from the My Event Planning tool
© 2014 Citrix. Confidential.25
Please Attend Additional Cloud Platform Sessions
Date Time Session Title Speaker(s) Location
5/7 4:30pm SYN232
Building a Standardized Cloud Architecture and Self-Service Portal with
Ease (NetApp)
NetApp: David La Motta 304C
5/8
9:30am SYN227
Architecting Your Private Cloud Infrastructure for Speed & Agility with
CloudPlatform Solutions (SSI)
Tom Davies, Marc Trouard-Riolle
SSI: Rich Wein, Sean Dennin
Ballroom A
10:30am SYN111
From the Field: Autodesk’s Journey Towards Private Cloud Computing
with Citrix CloudPlatform (Autodesk)
Shannon Williams
Autodesk: Jason Smathers
Ballroom D
11:30am SYN229 What’s New in Citrix CloudPortal Business Manager Jie Feng, Kailas Jawadekar 304C
2:30pm SYN226
Leveraging public cloud infrastructure to flex and grow XenApp and
XenDesktop deployments
Orestes Melgarejo, Joe Vaccaro, Kedar
Poduri
Ballroom B
2:30pm SYN122
Moving Australian National Research into the Cloud (Univ.
of Melbourne)
UoM: Nick Golovachenko 304C
3:30pm SYN263
What's New in Citrix XenServer: Graphics Performance, Scalability and
More!
David Cottingham, Ken Lee 304A
4:30pm SYN235
Supporting Graphical Software in a Cloud Environment
(Univ. of Sao Paolo)
USP: Cyrano Rizzo 304A
Work better. Live better.

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Citrix Synergy 2014 - Syn230 Building successful clouds based on citrix consulting methodology

  • 1. SYN230 Building successful clouds based on Citrix Consulting methodology Priyadarshan Ketkar Sr. Cloud Architect, Worldwide Cloud Services Business, Technical and Operation Success for the Cloud
  • 2. © 2014 Citrix. Confidential.2 Tweet about this session with hashtag #SYN230 and #citrixsynergy
  • 3. © 2014 Citrix. Confidential.3 About Priya Worldwide Cloud Services team Go-To-Market and cloud strategy since 2008. Previously, Savvis Symphony VPDC Connect on www.linkedin.com/in/priyaketkar Twitter @cloudmight
  • 4. © 2014 Citrix. Confidential.4 250+Large Scale Production Clouds In Deployment Production sites with over 40,000+ Servers per Region Service Providers | Telcos Web 2.0 Enterprise | Education | Government
  • 5. © 2014 Citrix. Confidential.5 Citrix Consulting Services Methodology 2Assess 4Deploy 3Design 5Monitor1Define
  • 6. Are you ready to Launch? Cloud Architecture Lifecycle – The Bigger Picture
  • 7. © 2014 Citrix. Confidential.7 Architecture Lifecycle Sustain Architect Implement I quattro libri dell'architettura, Andrea Palladio Deploy Compute Network Storage Applications Capacity Availability Scalability Performance Security Cloud Services Design
  • 8. © 2014 Citrix. Confidential.8 Sample Cloud Services Internally Hosted “On premise” Specialized Workloads General Workloads “Off-premise” Externally Hosted Customer Point Of View Private IaaS, STaaS, Any-Any Public IaaS, STaaS, Any-Any DaaS WebScale Bare Metal SaaS PaaS Desktops Apps PaaS Bare Metal WebScale
  • 9. © 2014 Citrix. Confidential.9 Success Layers Business, Technology and Operations Layers Time Resources Guidance Handoff Operations Technology Business
  • 10. © 2014 Citrix. Confidential.10 Business Layer Focus on Business Goals / Objectives / Use Cases Resources Time Cloud Services Accounts Self Service Monetization Service Catalog Integrations
  • 11. © 2014 Citrix. Confidential.11 Business Layer Best Practices • Three to Five Customer Value goals -> use cases • Involve customers early in Beta program • Design back office integrations early • Phased approach to Implementation • Do not create dependencies based on product futures/roadmap • Have a plan for running on your own Business
  • 12. © 2014 Citrix. Confidential.12 Technology Layer Transforming from Infrastructure to On-Demand Cloud services Time Resources DeliveryAccess Abstraction Automation Control Infrastructure
  • 13. © 2014 Citrix. Confidential.13 Technology Layer Best Practices • Infrastructure design to support workload types • Migration tools • Be realistic in Infrastructure requirements, use vendor validated design • Simple Infrastructure based on capacity pods. • Loose coupling to legacy back office systems • Monitoring and Management requirements are clearly articulated to Operations team Technology
  • 14. © 2014 Citrix. Confidential.14 Operations Layer Focus on Autonomic Operations Time Resources Support MonitoringMeasurement NOC Maintenance Ops-as-a-Svc
  • 15. © 2014 Citrix. Confidential.15 Operations Layer Best Practices • Ensure smooth operations transition • Provide integrated view of cloud with legacy • Conduct training and review operations procedures • Invest in utilities and scripts development for “autonomic” operations • Services level agreements are realistic • Operations as a Service to increases customer visibility into their cloud resources Operations
  • 16. © 2014 Citrix. Confidential.16 Example Cloud Success Deliverables Business Service Description Service Catalog PriceBook On-Boarding process Billing Reports User Documentation Technology Cloud Automation Infrastructure Design AD Integration Billing feed OS Templates Scheduling services Operations NOC Dashboard Escalation Process Management Alerts Cloud Tenant Events Monitoring Instrumentation Maintenance Identify Milestones List Criteria Scorecard Identify Deliverables Assign
  • 17. © 2014 Citrix. Confidential.17 Cloud Solution – Delivery Model - Business Business Operations Technology Service Catalog Cloud Automation PriceBook Infrastructure Design Service Description Operations Plan Business Goals Billing User Docs O/S Templates Telemetry & Instrumentation Support process Install Monitors Health Checks Define Assess Design Deploy Monitor NOC IntegrationDeploy Infrastructure
  • 18. © 2014 Citrix. Confidential.18 Cloud Solution – Delivery Model - Technology Business Operations Technology Service Catalog Cloud Automation PriceBook Infrastructure Design Service Description Operations Plan Business Goals Billing User Docs O/S Templates Telemetry & Instrumentation Support process Define Assess Design Deploy Monitor Deploy Infrastructure
  • 19. © 2014 Citrix. Confidential.19 Cloud Solution – Delivery Model - Operations Business Operations Technology Service Catalog Cloud Automation PriceBook Infrastructure Design Service Description Operations Plan Business Goals Billing User Docs O/S Templates Telemetry & Instrumentation Support process Define Assess Design Deploy Monitor Deploy Infrastructure Install Monitors NOC Integration Health Checks
  • 21. © 2014 Citrix. Confidential.21 Citrix Cloud Services – End-To-End Cloud Training CSA - Cloud Strategy Assessment CloudPlatform Implementation CloudPortal Implementation Migration Services CIA - Cloud Infrastructure Assessment Product Support* CAD – Cloud Architecture Design CHC - Cloud Health Check CLR- Cloud Launch Readiness * Technical Relationship Management (TRM) post rollout available through Citrix Technical Support Define Assess Design Deploy Monitor
  • 22. © 2014 Citrix. Confidential.22 Session Summary Key Takeaways Consistent methodology delivers successful clouds. Staking the Cloud services is key. Layers enable focus and prioritization. Work with subject matter experts / partners when facing unexpected situations. Further Resources – Contact: priyadarshan.ketkar@citrix.com – Talk to Citrix cloud customers – Citrix blogs
  • 23. © 2014 Citrix. Confidential.23 Questions? In the room / Online
  • 24. © 2014 Citrix. Confidential.24 Before you leave… Recommended related breakout sessions • SYN122: Moving Australian National Research into the Cloud (Univ. of Melbourne) • SYN235: Supporting Graphical Software in a Cloud Environment (Univ. of Sao Paolo) Conference surveys are available online at www.citrixsynergy.com starting Thursday, May 8 at 9:00 a.m. • Provide your feedback by 6:00 p.m. that day to be entered to win one of many prizes Download presentations starting Monday, May 19 from the My Event Planning tool
  • 25. © 2014 Citrix. Confidential.25 Please Attend Additional Cloud Platform Sessions Date Time Session Title Speaker(s) Location 5/7 4:30pm SYN232 Building a Standardized Cloud Architecture and Self-Service Portal with Ease (NetApp) NetApp: David La Motta 304C 5/8 9:30am SYN227 Architecting Your Private Cloud Infrastructure for Speed & Agility with CloudPlatform Solutions (SSI) Tom Davies, Marc Trouard-Riolle SSI: Rich Wein, Sean Dennin Ballroom A 10:30am SYN111 From the Field: Autodesk’s Journey Towards Private Cloud Computing with Citrix CloudPlatform (Autodesk) Shannon Williams Autodesk: Jason Smathers Ballroom D 11:30am SYN229 What’s New in Citrix CloudPortal Business Manager Jie Feng, Kailas Jawadekar 304C 2:30pm SYN226 Leveraging public cloud infrastructure to flex and grow XenApp and XenDesktop deployments Orestes Melgarejo, Joe Vaccaro, Kedar Poduri Ballroom B 2:30pm SYN122 Moving Australian National Research into the Cloud (Univ. of Melbourne) UoM: Nick Golovachenko 304C 3:30pm SYN263 What's New in Citrix XenServer: Graphics Performance, Scalability and More! David Cottingham, Ken Lee 304A 4:30pm SYN235 Supporting Graphical Software in a Cloud Environment (Univ. of Sao Paolo) USP: Cyrano Rizzo 304A
  • 26. Work better. Live better.

Editor's Notes

  • #2: http://www.citrix.com/tv/#videos/8605
  • #5: Here is a quick look at a few of the customers who are running Citrix cloud offerings today in their environment, BT and TaTa on the public cloud front, Spotify and Edmunds.com are some of our web 2.0s and we’ve seen a lot of growth in the enterprise and education market over the last year with the likes of Nokia and Autodesk.
  • #6: A key element in the success of Citrix Consulting is the proven methodology which takes each project through the critical steps from inception through operations. Our approach focuses on ensuring that projects are properly planned and designed before implementation begins, so that the end project minimizes your risk and delivers maximum business impact.Define: Citrix Consulting can assist in the definition of the strategy that will help your business take full advantage of virtualization and cloud technologies through:Solution developmentRoadmap initiatives and strategic planningHardware and storage estimationPrioritization.Asses: Think of the center of our diagram as the heart of your project. During the Assess phase, Citrix Consulting reviews your current environment, identifies use cases, and gathers detailed requirements for your project. This information allows us to elaborate on the project success criteria and set goals for your Citrix deployment, upgrade, or expansion.Design: The design phase defines the architecture and operational processes required to implement and maintain the production environment that will meet and hopefully exceed your success criteria. Topics such as environment scalability, redundancy and high availability are addressed. Citrix Consulting will apply best practices for performance tuning to help your environment perform at its best. That means that your environment is rigorously tested during this phase to make sure your deployment runs smoothly.Monitor: Citrix Consulting can be engaged to perform continued monitoring and administrative tasks in several different capacities for the long-term health of your Citrix environment. We have the experience to keep your environment stable and your users happy with onsite and remote delivery capabilities.
  • #7: Here we have the architecture lifecycle process that many of you probably follow for new services delivery.>>We start with Architecture Requirements aka Utilitas, the clients need for structure. These requirements can be for a new service, service upgrade, process related, or infrastructure related. Key considerations for the architecture would be the Cloud Offerings and all the standard architecture methodology to include >>Capacity>>Availability>>Scalability >>Performance/Efficiency>>Security >>We apply the architecture methodology to create the >>Design aka Venustas, the design arranged to meet functional needs>>Then we apply our implementation Standards aka Firmitas, materials and logistics of construction to >>deliver the structure>>After deployment we conduct sustaining operations for an enduring structure>>At each part of the lifecycle we apply well defined >>business, >>technology, and >>operations criteria for a successful cloud implementation
  • #8: X-axis identifies the type of workloadY-axis is placement of InfrastructureWorkload TypesCloud-era is fail fast applicationsTraditional is N-Tier Bootstrapped can be DaaS, SaaS Custom can be bare-metalMultiple Hybrid DesignsTypical Cloud Services illustratedStakeyour organizations’ cloud positioning. The cloud Positioning will create emphasis on different success criteria. Its IMPORTANT to establish a proper perspective/point-of-view to this graph. >>Enterprise customers need to view this graph as if they were delivering cloud services as a Service provider to the internal organizationService Providers need to view this graph as if they were delivering commercial cloud services to external organizationsBe careful not to confuse multiple points-of-view for the same responses as the interpretation will be misleading.>>Workloads to the left of Y-axis may be traditional N-Tier applications migrated to cloud OR redeveloped applications to take advantage of elasticity/elastic scale/fail-fast >>Workloads to the right of Y-axis may be elastic scaled single purpose application (e-commerce site) or enterprise SaaS type applicationEnterprises will be below the X-axis for Internally hosted Private Clouds. Custom may be a PaaS in bare metal cases
  • #9: The three tracks Business, Operations, and Technology overlay and interact with each other during the life of the project. The oculus of the project moves from one layer to the next as the project matures over timeSuccessful cloud projects have well defined criteria in their respective layers>>Business Layer criteria applies to the provider organization (Enterprise or Service Provider) and covers subscriber interaction with the cloud offering. >>Technology Layer criteria cover all aspects of the Infrastructure/Software/services required to build and enable the cloud platform>>Operational Layer criteria cover all aspects of the ongoing health,autonomic management and operations interactions with the cloud technology and business processLightning bolts represent ideas or objectives Connectors represent guidance from one layer to anotherTriangles represent requirements handoff from one layer to anotherFor the purposes of this talk we will focus on the Enterprise
  • #10: Industrial policyThe Business Layer focus is on objectives and goals specifically around subscriber interaction with the cloud offering.>>These are sample considerations for the business layerThere can be multiple Service(s) catalog since the enterprise will want to merchandise multiple cloud services includingInfrastructure as a ServiceDesktops as a ServiceStorage as a ServiceNetwork as a ServicePlatform as a ServiceOperations as a Service…..IT or completely Self-serviceUse CasesCloud user experienceCloud ServicesIaaS / DaaS / PaaS / STaaS / *aaSROI / MonetizationChargeback / Showback / Credit/Debit CardAccount and User lifecycleSelf/Assisted SignupResource Sharing ModelCloud Management Access – *IaaSCloud Workload/Apps Access – *DaaSProduct ManagementService(s) OfferingsService(s) CatalogIntegrationsHelp DeskAuthenticationBilling SystemsCustom WorkflowsReporting
  • #11: These are the best practices we see in citrix cloud services consulting. Three to Five Customer Value goals -> use casesInvolve customers early in Beta preview program -> validate cloud offeringConsider back office integrations early (AD Integration, Invoicing, …)Phased approach to Implementation (Features, Infrastructure, Operations)Do not create dependencies to first launch based on product futures/roadmapHave a plan for running on your own -> avoid lengthy services engagementBusiness requirements are clearly articulated to Technology team
  • #12: The Technology layer presents the most skill for IT and can present the most challenges for transformation thinkingInfrastructure will be virtualized or bare metal (specialized workloads) so thinking in the cloud way is the first step to breaking the barrier>>Technology Layer criteria cover all aspects of the Infrastructure/Software/services required to build and enable the cloud platformIsolation Model refers to Basic/Advanced/Advanced Shared/Advances Shared with Security Groups zone typeCloud Services Automation refers Application specific Automation (Example, Chef/puppet/etc)Technology Integrations to other Infrastructure management devices required in the physical datacenterOther grouping commonly used in the fieldVirtual Datacenter AbstractionTenant Isolation ModelInfrastructure Deployment DesignCloud Services AutomationSelf-Service CapabilitiesTechnology IntegrationsService Level Agreement (SLA)Security ConsiderationsPerimeter API Whitelist/Blacklist
  • #13: Agnostic Infrastructure design to support workload typesNeed for migration (tools) from legacy environments to cloud platform Be realistic in Infrastructure requirements (Pentium, 100MB NIC, 2GB hosts wont work in Traditional IaaS cloud) Simple Infrastructure Architecture is better than complex dozens of interdependent silos. Capacity based pods are good options.Consider loose coupling to legacy back office systems to support upgradesHave a plan for running on your own -> avoid lengthy services engagementMonitoring and Management requirements are clearly articulated to Operations team
  • #14: Cloud Infrastructure requires a different way to look at management and monitoring of Cloud InfrastructureThe M’s of the 4 Horsemen of cloud are Compute, network, Storage and Applications>>Operational Layer criteria cover all aspects of the ongoing health,autonomic management and operations interactions with the cloud technology and business processIntegrated NOC DashboardsCustomer SupportEscalation ProcessTriage processMaintenanceMonitoringMeasurementCloud Infrastructure ManagementVirtual Resources ManagementOperations as a Services
  • #15: Ensure operations will take ownership (clouds need operations staff)Provide integrated view of cloud with legacy systems -> single NOC dashboardConduct training and review support and escalation proceduresCreate appropriate deployment documentationInvest in utilities and scripts development to support more “autonomic” operationsMake sure operational and services level agreements are realisticConsider Operations as a Service to increase customer visibility into their cloud resources
  • #16: This is a difficult activity for most organizations!It is best conducted in a workshop environment to get good results.
  • #20: The key points here are the CSA is the discovery process for cloud. The CSA is driven by exchange of information. CSA is most effective with lots of information exchange between citrix and the client.Assess includes the Business case processIn Business Case process Customers will take the Cloud strategy output and generate Business Case/justifications for moving forward with cloudAssess phase (Cloud Offerings definition) customers decide on key features that make it into the initial cloud offerings and those that will be released over the various phases. Customers typically conduct a POC or CCP/CPBM Assessments during the Assess phase.Design phase (Infrastructure, Support, logistics definition) customer gets specific on the design choices determined by the service description. The Cloud Architecture is a key document in the design phase.Deploy phase (CS/CPBM installation/customizations) customer deploy the cloud orchestration and management software. CCP Implementation services get the customer running quicklyMonitor phase (Cloud Offering in commercial Market) customer goes live with the Cloud offering and end user subscribers start using the services.