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Getting Started with DevOps
                            Eric Minick
       Consultant & Technical Evangelist
                  eric@urbancode.com




1
Why DevOps?
• Cool new Applications are delayed because
  they don’t run in our production
  environments

• Outages due to Dev / Ops communication
  problems

• Releases fail due to environmental differences


2
DevOps Is NOT
• Giving the developers the root password

• A job title
    (ok, it is, but that doesn’t make sense)

• Asking Developers to be sys-admins or sys-
  admins to be developers

• A formalized process like ITIL or Scrum. Nor is
  it incompatible with those processes
3
DevOpsis a philosophy
• Agile & Lean applied to the whole software
  delivery chain, not just developers
    – BizDevQaSecReleaseOps

• Driven by efficiency and consistency
    – Building applications
    – Building environments
    – Configuring applications and environments

• Optimizing software delivery end-to-end

4
DevOps needs People, Process and Tools
• People
    – Changes in behavior
    – Potential for new roles

• Process
    – Tweak SDLC processes for more responsiveness
    – Regular refinement

• Tools
    – Chain of complementary tools
    – Supporting people and process

5
Agenda: Process, People, Tools
• Process
• People
• Tools




6
Agenda: Process, People, Tools
• Process
• People
• Tools



                  •Build             •Deploy to
                                                         •Deploy to
                                      Test Envs
            Dev   •Unit test
                  •Dev          QA   •Functional
                                      and Perf
                                                   Ops    Staging
                                                         •Deploy to
                   Deployment                             Production
                                      test




7
Start updating Process: The Goal
• Goal: Unify the software delivery process
  across the SDLC
    – Reduce duplication of effort
    – Improve consistency
    – Embrace change
    – Remove known sources of error




8
Start Updating Process: Form a Team
• Establish a team that improves process

• Members:
    – Stakeholders across the SDLC
       • Devs, QA, Release, Ops, Security…
    – More hands-on people than managers




9
Start Updating Process: Form a Team
• The team should meet:
     – Regularly (perhaps inline with Dev’s Sprints)
     – For post-mortem’s of outages and good releases


• Refining the Process
     – Start from current process
     – Respond with real change to real failures
        • “We should be more careful” doesn’t count




10
Start Updating Process: Ex. Refinements
• Because errors creep into the official builds…
     – Unify the CI and official builds and test nightly

• Because a new app wasn’t compatible with
  the live environment…
     – Involve sys-admins in early design phases
     – Setup test envs that more closely match Live

• Deployments failed due to manual error
     – Increase automation in deployment

11
Agenda: Process, People, Tools
• Process
• People
• Tools




12
People: Living DevOps
• Break down the Dev / Ops wall
     – Different roles are ok


• Involve members of “the other side” in your
  decisions.

• When in doubt, get a mediator



13
People: As Developers…
• Inform Ops early of new applications and other
  changes coming down the pipeline

• Include health and status monitoring in the app

• Consider involving Ops in early architecture
  meetings. They’ll ask:
     – So… how are you going to back that up?
     – What security protocols are we using?
     – Will it run in the cluster?

14
People: As Operations…
• Share network diagrams with interested
  developers.

• Support Dev and QA with “cheap” and
  disposable test environments

• Collaborate with QA to implement smoke
  testing for all environments


15
People: Facilitators
• Consider Dev / Ops facilitators

• Especially helpful if:
     – Cultural momentum seems insurmountable
     – Dev and Ops groups are geographically distant
     – Each party is attempting to use “DevOps” to
       bludgeon the other into submission




16
People: Facilitators – Release Management

• Release Management
     – May already own the end-to-end process


• “System” knowledge is distributed and
  Release Managers are often already the hub
     – Distributed development
     – Offshore development
     – Outsource development
     – Outsourced IT operations

17
People: Facilitators – Env. Management
• Environment Management
     – Emerging group. Owns what goes into
       environments and their configuration changes.


• Well positioned to maintain environment
  consistency and integrity.




18
People: Facilitators – Delivery Architect
• Chairs SDLC process group

• Strong technical skills
     – Understands writing, running, tuning and
       monitoring complex apps


• Strong people skills
     – Has to bring many people together
     – Needs to be great at asking questions

19
Agenda: Process, People, Tools
• Process
• People
• Tools


     “Man is a tool-using animal. Without tools he is
     nothing, with tools he is all” – Thomas Carlyle




20
Start updating Tools:
• Tools should support people and process
  across the SDLC
     – There is no single “DevOps” tool
     – Build a coherent tools chain
     – Tools should be reusable across silos




21
Start updating Tools: Types of Tools
• “How do we get our software from source
  code to a deployable package?”
     – Motivated by the need for an
       authoritative, traceable deployable


• Build Systems:
     – Perform CI for developer feedback and official
       builds for release.
     – CI build is the Official build
     – Store build output in an artifact repository
22
Start updating Tools: Types of Tools ctd.
• “How do we get a deployable package on to
  an environment?”
     – Motivated by high deployment effort and/or high
       deployment risk

• Application Release Automation / Deployment
     – Replace manual steps and cobbled scripts
     – Consistent deployment process across
       environments
     – Consider release management aspects like
       approvals to match raw automation
23
Start updating Tools: Types of Tools ctd.
• “How do we create environments?”
     – Motivated by dev / prod environment variances
     – Need for frequent new test environments


• Virtualization and Environment Provisioning
     – Public / Private “clouds”
     – Installing and configuring middleware




24
Start updating Tools: Types of Tools ctd
• “How do we know it works?”

• Automated tests suites speed testing as
  changes are brought to production quickly

• Smoke tests can be incorporated in automated
  deployments to detect failures



25
Start updating Tools: Forming a Tool Chain
• Integrations
     – Direct integrations are the easiest links


• APIs
     – An API of some sort allows you to
      create an integration with current
     (and future) tools

• Conventions
     – Short of an integration, common conventions provide
       an interface for adjacent tools

26
Summary
• The Dev / Ops gap is a sign of a broken system
     – The business wants change and stability
     – As a team, we can deliver it

• Examine processes and look for improvements
  often

• Expect to implement new tools, but do them
  to support new processes not for their own
  sake

27
Instigate change




     Youshould reach out to people in other silos




28
References
             http://urbancode.com/resources
•    Enterprise CD Maturity Model
•    Death to Manual Deployments!
•    Build & Deployment Automation for the Lean
     Economy
•    ITIL Release Management and Automation
Urbancode.com/blogs/
Twitter.com/UrbanCodeSoft
Facebook.com/UrbanCodeSoft
Slideshare.net/Urbancode
29
Yes, we sell products for this
• uBuild
     – Build automation and CI for the hard problems


• uDeploy
     – Deployment and release management


• uCloud(coming soon)
     – Environment provisioning for in-house PaaS



30
Questions?
     eric@urbancode.com
             @EricMinick




31

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Getting Started with DevOps

  • 1. Getting Started with DevOps Eric Minick Consultant & Technical Evangelist eric@urbancode.com 1
  • 2. Why DevOps? • Cool new Applications are delayed because they don’t run in our production environments • Outages due to Dev / Ops communication problems • Releases fail due to environmental differences 2
  • 3. DevOps Is NOT • Giving the developers the root password • A job title (ok, it is, but that doesn’t make sense) • Asking Developers to be sys-admins or sys- admins to be developers • A formalized process like ITIL or Scrum. Nor is it incompatible with those processes 3
  • 4. DevOpsis a philosophy • Agile & Lean applied to the whole software delivery chain, not just developers – BizDevQaSecReleaseOps • Driven by efficiency and consistency – Building applications – Building environments – Configuring applications and environments • Optimizing software delivery end-to-end 4
  • 5. DevOps needs People, Process and Tools • People – Changes in behavior – Potential for new roles • Process – Tweak SDLC processes for more responsiveness – Regular refinement • Tools – Chain of complementary tools – Supporting people and process 5
  • 6. Agenda: Process, People, Tools • Process • People • Tools 6
  • 7. Agenda: Process, People, Tools • Process • People • Tools •Build •Deploy to •Deploy to Test Envs Dev •Unit test •Dev QA •Functional and Perf Ops Staging •Deploy to Deployment Production test 7
  • 8. Start updating Process: The Goal • Goal: Unify the software delivery process across the SDLC – Reduce duplication of effort – Improve consistency – Embrace change – Remove known sources of error 8
  • 9. Start Updating Process: Form a Team • Establish a team that improves process • Members: – Stakeholders across the SDLC • Devs, QA, Release, Ops, Security… – More hands-on people than managers 9
  • 10. Start Updating Process: Form a Team • The team should meet: – Regularly (perhaps inline with Dev’s Sprints) – For post-mortem’s of outages and good releases • Refining the Process – Start from current process – Respond with real change to real failures • “We should be more careful” doesn’t count 10
  • 11. Start Updating Process: Ex. Refinements • Because errors creep into the official builds… – Unify the CI and official builds and test nightly • Because a new app wasn’t compatible with the live environment… – Involve sys-admins in early design phases – Setup test envs that more closely match Live • Deployments failed due to manual error – Increase automation in deployment 11
  • 12. Agenda: Process, People, Tools • Process • People • Tools 12
  • 13. People: Living DevOps • Break down the Dev / Ops wall – Different roles are ok • Involve members of “the other side” in your decisions. • When in doubt, get a mediator 13
  • 14. People: As Developers… • Inform Ops early of new applications and other changes coming down the pipeline • Include health and status monitoring in the app • Consider involving Ops in early architecture meetings. They’ll ask: – So… how are you going to back that up? – What security protocols are we using? – Will it run in the cluster? 14
  • 15. People: As Operations… • Share network diagrams with interested developers. • Support Dev and QA with “cheap” and disposable test environments • Collaborate with QA to implement smoke testing for all environments 15
  • 16. People: Facilitators • Consider Dev / Ops facilitators • Especially helpful if: – Cultural momentum seems insurmountable – Dev and Ops groups are geographically distant – Each party is attempting to use “DevOps” to bludgeon the other into submission 16
  • 17. People: Facilitators – Release Management • Release Management – May already own the end-to-end process • “System” knowledge is distributed and Release Managers are often already the hub – Distributed development – Offshore development – Outsource development – Outsourced IT operations 17
  • 18. People: Facilitators – Env. Management • Environment Management – Emerging group. Owns what goes into environments and their configuration changes. • Well positioned to maintain environment consistency and integrity. 18
  • 19. People: Facilitators – Delivery Architect • Chairs SDLC process group • Strong technical skills – Understands writing, running, tuning and monitoring complex apps • Strong people skills – Has to bring many people together – Needs to be great at asking questions 19
  • 20. Agenda: Process, People, Tools • Process • People • Tools “Man is a tool-using animal. Without tools he is nothing, with tools he is all” – Thomas Carlyle 20
  • 21. Start updating Tools: • Tools should support people and process across the SDLC – There is no single “DevOps” tool – Build a coherent tools chain – Tools should be reusable across silos 21
  • 22. Start updating Tools: Types of Tools • “How do we get our software from source code to a deployable package?” – Motivated by the need for an authoritative, traceable deployable • Build Systems: – Perform CI for developer feedback and official builds for release. – CI build is the Official build – Store build output in an artifact repository 22
  • 23. Start updating Tools: Types of Tools ctd. • “How do we get a deployable package on to an environment?” – Motivated by high deployment effort and/or high deployment risk • Application Release Automation / Deployment – Replace manual steps and cobbled scripts – Consistent deployment process across environments – Consider release management aspects like approvals to match raw automation 23
  • 24. Start updating Tools: Types of Tools ctd. • “How do we create environments?” – Motivated by dev / prod environment variances – Need for frequent new test environments • Virtualization and Environment Provisioning – Public / Private “clouds” – Installing and configuring middleware 24
  • 25. Start updating Tools: Types of Tools ctd • “How do we know it works?” • Automated tests suites speed testing as changes are brought to production quickly • Smoke tests can be incorporated in automated deployments to detect failures 25
  • 26. Start updating Tools: Forming a Tool Chain • Integrations – Direct integrations are the easiest links • APIs – An API of some sort allows you to create an integration with current (and future) tools • Conventions – Short of an integration, common conventions provide an interface for adjacent tools 26
  • 27. Summary • The Dev / Ops gap is a sign of a broken system – The business wants change and stability – As a team, we can deliver it • Examine processes and look for improvements often • Expect to implement new tools, but do them to support new processes not for their own sake 27
  • 28. Instigate change Youshould reach out to people in other silos 28
  • 29. References http://urbancode.com/resources • Enterprise CD Maturity Model • Death to Manual Deployments! • Build & Deployment Automation for the Lean Economy • ITIL Release Management and Automation Urbancode.com/blogs/ Twitter.com/UrbanCodeSoft Facebook.com/UrbanCodeSoft Slideshare.net/Urbancode 29
  • 30. Yes, we sell products for this • uBuild – Build automation and CI for the hard problems • uDeploy – Deployment and release management • uCloud(coming soon) – Environment provisioning for in-house PaaS 30
  • 31. Questions? eric@urbancode.com @EricMinick 31

Editor's Notes

  • #9: Reduce Duplication: For software build, don’t have Developers doing CI builds and Release Managers doing an official build that is differentConsistency: Same deployment process in all environmentsTransition, “This is all well and good, but how do we get there?”