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Delivering
Infrastructure-as-a-
Service with Open
Source Software
Mark R. Hinkle
VP of Community
Cloud.com
Twitter: @mrhinkle
Email: mrhinkle@gmail.com
2


%whoami
•  Responsible for Driving Adoption of
   CloudStack Open Source Cloud Computing
   Software
•  Former manager of Zenoss Open Source
   project 100,000 users, 1.5 million downloads
•  Former Linux Desktop Advocate (Zealot?)
•  Former LinuxWorld Magazine Editor-in-Chief
•  Open Management Consortium Conspirator
•  Open Desktop Consortium Instigator
•  Author - “Windows to Linux Business Desktop
   Migration” - Thomson
•  NetDirector Project - Open Source
   Con guration Management Project
•  Sometimes Author and Blogger at
   SocializedSoftware.com/NetworkWorld
•  Start-up junkie, Glutton for punishment
3


Agenda
1.  Cloud Computing Trends

2.  Quick Cloud Computing Overview

3.  Open Source Building Blocks for Cloud
    Computing

4.  Open Source Tools for Cloud Management

5.  Questions
Cloud Computing:
Cloud Computing Trends




           http://www.dilbert.com/strips/comic/2011-01-07/
Recent Study on Cloud                   5




Computing Preferences
•  521 IT Professionals Surveyed
•  Cloud.com, BitNami and Zenoss User
   Communities
•  Conducted Q2 of 2011
•  Publishing week of June 12th
Top Reasons For Cloud   6




Computing Adoption
7


Open Source Usage
8


Cloud Service Model Usage




             Services Models Consumed by Cloud
                   Computing Users in 2011
9


Why Open Source?
•  Typically User-Driven to solve real problems
•  Larger user base, users helping users
•  Lower barrier to participation
•  Aggressive release cycles – stay current with the state
   of the art
•  Try before you “buy”, no Brochure-ware, no
   “Powerpoint software
•  Open data, Open standards, Open APIs
Quick Cloud Computing
Overview: Or the Obligatory
“What is the Cloud?” Slides
11


Five Characteristics of Clouds
1. On-Demand Self-Service
2. Broad Network Access
3. Resource Pooling
4. Rapid Elasticity
5. Measured Service
12


Cloud Computing Service Models
           USER CLOUD a.k.a. SOFTWARE AS A SERVICE

           Single application, multi-tenancy, network-based, one-to-many delivery of
           applications, all users have same access to features.

           Examples: Salesforce.com, Google Docs, Red Hat Network/RHEL

           DEVELOPMENT CLOUD a.k.a. PLATFORM-AS-A-SERVICE

           Application developer model, Application deployed to an elastic service that
           autoscales, low administrative overhead. No concept of virtual machines or
           operating system. Code it and deploy it.

           Examples: Google AppEngine, Windows Azure, Rackspace Site, Red Hat
           Makara

           SYSTEMS CLOUD a.k.a INFRASTRUCTURE-AS-A-SERVICE

           Servers and storage are made available in a scalable way over a network.

           Examples: EC2,Rackspace CloudFiles, OpenStack, CloudStack,
           Eucalyptus, Ubuntu Enterprise Cloud, OpenNebula
Deployment Models                 13




Public, Private & Hybrid Clouds
Building Compute Clouds
with Open Source Software
Cloud Still Requires                       15




Architectural Design
•  Cloud Computing isn’t a “magical
   solution”
•  Need to design your architecture with the
   end in mind
•  As you build it make your infrastructure
   easily replicable
16


Open Source Hypervisors
Open Source
•    Xen, Xen Cloud Platform (XCP)
•    KVM – Kernel-based Virtualization
•    VirtualBox* - Oracle supported Virtualization Solutions
•    OpenVZ* - Container-based, Similar to Solaris Containers or BSD Zones
•    LXC – User Space chrooted installs


Proprietary
•    VMware
•    Citrix Xenserver
•    Microsoft Hyper-V
•    Oracle VM
17


Open Source Compute Clouds
                Year Started          License   Hypervisors
                                                Supported
                2010 (Development     GPL       Xenserver, VMware,
                Since 2008)                     KVM, Hyper-V

                2008                  GPL       Xen, KVM, VMware


                2010 (Developed by    Apache    Xen, KVM, Hyper-V
                NASA by Anso Labs
                peviously)

   Ubuntu       2009 (Karmic Koala)   GPL       Xen,KVM
   Enterprise
   Cloud

                2009 (Development     LGPL v3   VMware ESX and ESXi,
                2006)                           Microsoft Hyper-V, Xen,
                                                KVM and Virtual Box
Open Source                                           18




Cloud Computing Storage
•  GlusterFS – Scale Out NAS system aggregating storage
   over Ethernet or Infiniband
•  CEPH – Distributed file storage system
•  OpenStack Object Storage (SWIFT) – Long-term
   storage object storage system
•  Sheepdog – Distributed storage for KVM hypervisors
•  NFS – Old standby, tried and true, not designed for
   cloud scale or performance
Cloud APIs Aren’t Created Equal
                              19




Open Source Abstractions
•    jclouds
•    libcloud
•    deltacloud
•    fog
20


Private Cloud Architecture

                          API
                      Abstractions
Managing Clouds with
Open Source Tools
Automation Unlocks           22




the Potential of the Cloud
•  MeatCloud, Can’t
   Keep up with Cloud
   Computing
•  Devops & Agile IT
   Philosophy
•  Script Repetitive Tasks
•  Automate, Automate,
   Automate
23


Why Open Source Tools?
•  Aggressively Developed,
   Keep Pace with State of
   the Art
•  User-Developed and
   Instrumented
•  Easy to Assemble into
   Automated Toolchains
24


What Makes Tools Cloudy?
•    Network Capable
•    Cloud “Aware”
•    Easy-to-Integrate
•    Adhere to Open Standards
•    Lend Themselves to Automation
25


The Myth of the Nines
Availability %             Downtime per                 Downtime per                   Downtime per
                           Year                         Month                          Week
99.9% (three nines)        8.76 hours                   43.2 minutes                   10.1 minutes
99.95%                     4.38 hours                   21.56 minutes                  5.04 minutes

99.99% (four nines)        52.6 minutes                 4.32 minutes                   1.01 minutes

99.999% ( ve nines)        5.26 minutes                 25.9 seconds                   6.05 seconds

99.9999% (six nines)       31.5 seconds                 2.59 seconds                   .0605 seconds


                             Average polling interval for monitoring? 5 minutes?
             Even superhuman operations people can’t be alerted and take action in under 5 minutes.
                      One outage per year could drop service level to three nines or worse.
26


4 Types of Management Tools
                  Provisioning
                  Installation of operating systems and other software


Configuration Management
Sets the parameters for servers, can specify
installation parameters

                   Orchestration/Automation
                   Automate tasks across systems


Monitoring
Records errors and health of IT infrastructure
27


Management Toolchains

Toolchain (n):
                                       Monitoring


A set of tools where
the output of one       Patching and
                        Provisioning
tool becomes the
input of another tool                           Con guration
Open Source                                                            28




Provisioning Tools
            Year Started   Language          License   Installation
                                                       Targets
Cobbler     2007           Python            GPL       Red Hat,
                                                       OpenSUSE
                                                       Fedora, Debian,
                                                       Ubuntu

Kickstart   ?              Python            GPL       Most .dep and
                                                       RPM based Linux
                                                       distros

Spacewalk   2008           Perl, Python, Java GPL      Fedora, Centos


Crowbar     2011           Ruby              Apache    (Bare metal
                                                       provisioning)
Open Source                                                        29




Configuration Management Tools
           Year Started   Language   License   Client/Server
Bcfg2      2003           Python     BSD       Yes

Cfengine   1993           C          Apache    Yes



Chef       2009           Ruby       Apache    Chef Solo – No
                                               Chef Server - Yes


Puppet     2004           Ruby       GPL       yes
Open Source                                                                       30




Monitoring Tools
          Year Started   License   Language   Type of              Collection
                                              Monitoring           Methods
Cacti     2001           GPL       PHP        Performance          SNMP, syslog


Nagios    1999           GPL       C/PHP      Availability         SNMP,TCP, ICMP,
                                                                   IPMI, syslog

OpenNMS   2000           GPL       Java       Availability/        SNMP,
                                              Performance

Zabbix    2001           GPL       C/PHP      Availability/        SNMP, TCP/ICMP,
                                              Performance and      IPMI, Synthetic
                                              more                 Transactions
Zenoss    2005           GPL       Python     Availability,        SNMP, ICMP, SSH,
                                              Performance, Event   syslog, WMI
                                              Management
Open Source                                                         31




Automation/Orchestration Tools
              Year      Language   License   Client/   Support
              Started                        Server    Organization


AutomateIT    2009      Ruby       GPL       No        None



Capistrano    2006      Ruby       MIT       Yes       None

RunDeck       2010      Java       Apache    Yes       DTO Solutions

Func          2007      Python     GPL       Yes       Fedora Project

MCollective   2009      Ruby       Apache    Yes       PuppetLabs
32


Automated Toolchain
                                                                       Capistrano
                         Command and         Application Service       RunDeck
                                                                       Fabric
                         Control               Orchestration           Func
 Provisioning Activity




                                                                       BCFG2
                         Con guration                                  Cfengine
                                            System Con guration        Chef
                                                                       Puppet



                                                                       Cloud:       OS Install:
                                                                       Eucalyptus   Kickstart
                                         Cloud Image           OS      OpenStack    Cobbler
                         Bootstrapping
                                            Launch           Install   CloudStack   Spacewalk
                                                                       Abiquo
Questions?
34


Contact Me
    Professional: mrhinkle@cloud.com
    Personal: mrhinkle@gmail.com


    Professional: mrhinkle@cloud.com
    Personal: mrhinkle@gmail.com


    Professional: http://open.cloud.com       Mark R. Hinkle
    Personal: http://socializedsoftware.com   VP of Community
                                              Open Source Enthusiast



    Twitter: @mrhinkle
Delivering Infrastructure-as-a-Service
     with Open Source Software
 by Mark R. Hinkle is licensed under a
    Creative Commons Attribution-
 ShareAlike 3.0 United States License.

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Delivering Infrastructure-as-a-Service with Open Source Software

  • 1. Delivering Infrastructure-as-a- Service with Open Source Software Mark R. Hinkle VP of Community Cloud.com Twitter: @mrhinkle Email: mrhinkle@gmail.com
  • 2. 2 %whoami •  Responsible for Driving Adoption of CloudStack Open Source Cloud Computing Software •  Former manager of Zenoss Open Source project 100,000 users, 1.5 million downloads •  Former Linux Desktop Advocate (Zealot?) •  Former LinuxWorld Magazine Editor-in-Chief •  Open Management Consortium Conspirator •  Open Desktop Consortium Instigator •  Author - “Windows to Linux Business Desktop Migration” - Thomson •  NetDirector Project - Open Source Con guration Management Project •  Sometimes Author and Blogger at SocializedSoftware.com/NetworkWorld •  Start-up junkie, Glutton for punishment
  • 3. 3 Agenda 1.  Cloud Computing Trends 2.  Quick Cloud Computing Overview 3.  Open Source Building Blocks for Cloud Computing 4.  Open Source Tools for Cloud Management 5.  Questions
  • 4. Cloud Computing: Cloud Computing Trends http://www.dilbert.com/strips/comic/2011-01-07/
  • 5. Recent Study on Cloud 5 Computing Preferences •  521 IT Professionals Surveyed •  Cloud.com, BitNami and Zenoss User Communities •  Conducted Q2 of 2011 •  Publishing week of June 12th
  • 6. Top Reasons For Cloud 6 Computing Adoption
  • 8. 8 Cloud Service Model Usage Services Models Consumed by Cloud Computing Users in 2011
  • 9. 9 Why Open Source? •  Typically User-Driven to solve real problems •  Larger user base, users helping users •  Lower barrier to participation •  Aggressive release cycles – stay current with the state of the art •  Try before you “buy”, no Brochure-ware, no “Powerpoint software •  Open data, Open standards, Open APIs
  • 10. Quick Cloud Computing Overview: Or the Obligatory “What is the Cloud?” Slides
  • 11. 11 Five Characteristics of Clouds 1. On-Demand Self-Service 2. Broad Network Access 3. Resource Pooling 4. Rapid Elasticity 5. Measured Service
  • 12. 12 Cloud Computing Service Models USER CLOUD a.k.a. SOFTWARE AS A SERVICE Single application, multi-tenancy, network-based, one-to-many delivery of applications, all users have same access to features. Examples: Salesforce.com, Google Docs, Red Hat Network/RHEL DEVELOPMENT CLOUD a.k.a. PLATFORM-AS-A-SERVICE Application developer model, Application deployed to an elastic service that autoscales, low administrative overhead. No concept of virtual machines or operating system. Code it and deploy it. Examples: Google AppEngine, Windows Azure, Rackspace Site, Red Hat Makara SYSTEMS CLOUD a.k.a INFRASTRUCTURE-AS-A-SERVICE Servers and storage are made available in a scalable way over a network. Examples: EC2,Rackspace CloudFiles, OpenStack, CloudStack, Eucalyptus, Ubuntu Enterprise Cloud, OpenNebula
  • 13. Deployment Models 13 Public, Private & Hybrid Clouds
  • 14. Building Compute Clouds with Open Source Software
  • 15. Cloud Still Requires 15 Architectural Design •  Cloud Computing isn’t a “magical solution” •  Need to design your architecture with the end in mind •  As you build it make your infrastructure easily replicable
  • 16. 16 Open Source Hypervisors Open Source •  Xen, Xen Cloud Platform (XCP) •  KVM – Kernel-based Virtualization •  VirtualBox* - Oracle supported Virtualization Solutions •  OpenVZ* - Container-based, Similar to Solaris Containers or BSD Zones •  LXC – User Space chrooted installs Proprietary •  VMware •  Citrix Xenserver •  Microsoft Hyper-V •  Oracle VM
  • 17. 17 Open Source Compute Clouds Year Started License Hypervisors Supported 2010 (Development GPL Xenserver, VMware, Since 2008) KVM, Hyper-V 2008 GPL Xen, KVM, VMware 2010 (Developed by Apache Xen, KVM, Hyper-V NASA by Anso Labs peviously) Ubuntu 2009 (Karmic Koala) GPL Xen,KVM Enterprise Cloud 2009 (Development LGPL v3 VMware ESX and ESXi, 2006) Microsoft Hyper-V, Xen, KVM and Virtual Box
  • 18. Open Source 18 Cloud Computing Storage •  GlusterFS – Scale Out NAS system aggregating storage over Ethernet or Infiniband •  CEPH – Distributed file storage system •  OpenStack Object Storage (SWIFT) – Long-term storage object storage system •  Sheepdog – Distributed storage for KVM hypervisors •  NFS – Old standby, tried and true, not designed for cloud scale or performance
  • 19. Cloud APIs Aren’t Created Equal 19 Open Source Abstractions •  jclouds •  libcloud •  deltacloud •  fog
  • 20. 20 Private Cloud Architecture API Abstractions
  • 22. Automation Unlocks 22 the Potential of the Cloud •  MeatCloud, Can’t Keep up with Cloud Computing •  Devops & Agile IT Philosophy •  Script Repetitive Tasks •  Automate, Automate, Automate
  • 23. 23 Why Open Source Tools? •  Aggressively Developed, Keep Pace with State of the Art •  User-Developed and Instrumented •  Easy to Assemble into Automated Toolchains
  • 24. 24 What Makes Tools Cloudy? •  Network Capable •  Cloud “Aware” •  Easy-to-Integrate •  Adhere to Open Standards •  Lend Themselves to Automation
  • 25. 25 The Myth of the Nines Availability % Downtime per Downtime per Downtime per Year Month Week 99.9% (three nines) 8.76 hours 43.2 minutes 10.1 minutes 99.95% 4.38 hours 21.56 minutes 5.04 minutes 99.99% (four nines) 52.6 minutes 4.32 minutes 1.01 minutes 99.999% ( ve nines) 5.26 minutes 25.9 seconds 6.05 seconds 99.9999% (six nines) 31.5 seconds 2.59 seconds .0605 seconds Average polling interval for monitoring? 5 minutes? Even superhuman operations people can’t be alerted and take action in under 5 minutes. One outage per year could drop service level to three nines or worse.
  • 26. 26 4 Types of Management Tools Provisioning Installation of operating systems and other software Configuration Management Sets the parameters for servers, can specify installation parameters Orchestration/Automation Automate tasks across systems Monitoring Records errors and health of IT infrastructure
  • 27. 27 Management Toolchains Toolchain (n): Monitoring A set of tools where the output of one Patching and Provisioning tool becomes the input of another tool Con guration
  • 28. Open Source 28 Provisioning Tools Year Started Language License Installation Targets Cobbler 2007 Python GPL Red Hat, OpenSUSE Fedora, Debian, Ubuntu Kickstart ? Python GPL Most .dep and RPM based Linux distros Spacewalk 2008 Perl, Python, Java GPL Fedora, Centos Crowbar 2011 Ruby Apache (Bare metal provisioning)
  • 29. Open Source 29 Configuration Management Tools Year Started Language License Client/Server Bcfg2 2003 Python BSD Yes Cfengine 1993 C Apache Yes Chef 2009 Ruby Apache Chef Solo – No Chef Server - Yes Puppet 2004 Ruby GPL yes
  • 30. Open Source 30 Monitoring Tools Year Started License Language Type of Collection Monitoring Methods Cacti 2001 GPL PHP Performance SNMP, syslog Nagios 1999 GPL C/PHP Availability SNMP,TCP, ICMP, IPMI, syslog OpenNMS 2000 GPL Java Availability/ SNMP, Performance Zabbix 2001 GPL C/PHP Availability/ SNMP, TCP/ICMP, Performance and IPMI, Synthetic more Transactions Zenoss 2005 GPL Python Availability, SNMP, ICMP, SSH, Performance, Event syslog, WMI Management
  • 31. Open Source 31 Automation/Orchestration Tools Year Language License Client/ Support Started Server Organization AutomateIT 2009 Ruby GPL No None Capistrano 2006 Ruby MIT Yes None RunDeck 2010 Java Apache Yes DTO Solutions Func 2007 Python GPL Yes Fedora Project MCollective 2009 Ruby Apache Yes PuppetLabs
  • 32. 32 Automated Toolchain Capistrano Command and Application Service RunDeck Fabric Control Orchestration Func Provisioning Activity BCFG2 Con guration Cfengine System Con guration Chef Puppet Cloud: OS Install: Eucalyptus Kickstart Cloud Image OS OpenStack Cobbler Bootstrapping Launch Install CloudStack Spacewalk Abiquo
  • 34. 34 Contact Me Professional: mrhinkle@cloud.com Personal: mrhinkle@gmail.com Professional: mrhinkle@cloud.com Personal: mrhinkle@gmail.com Professional: http://open.cloud.com Mark R. Hinkle Personal: http://socializedsoftware.com VP of Community Open Source Enthusiast Twitter: @mrhinkle
  • 35. Delivering Infrastructure-as-a-Service with Open Source Software by Mark R. Hinkle is licensed under a Creative Commons Attribution- ShareAlike 3.0 United States License.