migration planning
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© 2016, Amazon Web Services, Inc. or its Affiliates. All rights reserved.
Lawrence Guillory, CEO, Racemi
Rodney Grilli – Sr. IT Transformation Consultant AWSgrillir@amazon.com
June 20, 2016
AWS Migration Planning
Welcome & Objectives
Overview of AWS Methods & Frameworks
Defining the “Migration Bubble”
AWS Migration Planning & Execution Considerations
Racemi & other Partner Solutions
Building the Migration Plan
Lessons Learned
AWS Cloud Adoption & Migration Frameworks
Cloud adoption is more than just technology…
Why? Cloud Strategy
Business strategy
Enabler of the Business DevOps
What are others doing?
How?
Industry
Cost Control
Reporting Operational Effectiveness
Talent Optimization
IT as Utility
Application TransformationSecurity
Compliance and Governance
Measure Continuous Deployment
On Demand
Fail early & Iterate
When? Cloud Adoption Roadmap
Cloud adoption is a journey
It requires planning and an adoption roadmap.
Cloud adoption strategy should be aligned closely with
business goals and objectives.
It can be disruptive and will drive significant change.
Most start small, learn, iterate, and accelerate.
Value can be achieved quickly.
Elements of a successful journey
ExecutiveSponsorship
Cloud-First Strategy
Principles & Standards
Experiment
Cloud Center of Excellence
Organizational Change
Adoption Roadmap
Align on business requirements; bring all stakeholders with you.
Create your vision; incentivize team members to follow your lead.
Define architectures, patterns, governance; measure, monitor, iterate.
Publish guidance and guard rails for how to adopt cloud successfully.
Provide centralized expertise; guide decentralized innovations.
Define new operating models, policies, processes, economics; provide training.
Start small and iterate, measure, manage, and update plan.
AWS Cloud Adoption Framework (CAF)
The AWS Cloud Migration Process
• Portfolio discovery• Goals and Drivers• Prioritized backlog• Foundations (target
zone setup)• Setup Factory (Tools,
Teams, Process)
• Application optimization• Process optimization • Operational optimization• Cost optimization
Discover Analyze Plan
Design Migrate Integrate
Validate Operate
MigrationFactory
Initiate
Optimize
Prioritized Backlog (PLAN)
App 1
…
App n
The Migration Bubble
The Migration Bubble – Components
Planning and Assessment
Migration Tools Consulting Partners
Internal Training Duplicate Environments
Lease Penalties
The Migration BubbleC
ost
Time
Planning
Migration Bubble
Operation and Optimization
• Discovery and assessment• Duplicate environments• Staff training• Migration consulting• 3rd party tooling• Lease penalties
Application Migration Challenges
Lack of accurate discovery tools and processes Lack of application contexts / information Inaccurate on premise costs Lack of detail and scope with respect to operating
model, governance, risk, compliance, security, software licensing, etc.
Increased cost
Longer time to value
Inaction
Challenges
AWS Migration Planning and Execution Considerations
Understand Your Business Drivers
What is your business driver for migrating to the AWS cloud?
• Cost• Agility
• Freedom to experiment• Faster development
• Significant business-impacting event (timeline driven)
Knowing your business driver helps you plan your cloud migration.
Understand Your Costs
It is important to accurately understand your current costs in order to know how to plan and build your migration model for optimal cost efficiency
On-premises Cost Considerations
Networkcosts
Storagecosts
Servercosts
Hardware – server, rack chassis PDUs, ToR
switches(+maintenance)
Software - OS, virtualization licenses
(maintenance)
Overhead cost
Space Power Cooling
Hardware – storage disks, SAN/FC switches
Overhead costStorage admin costs
Network hardware – LAN switches, load
balancerbandwidth costs
Network admin costsOverhead cost
IT laborcosts
Server adminVirtualization admin
1
2
3
4
Space Power Cooling
Space Power Cooling
illustrative
Diagram doesn’t include every cost item. E.g. software costs can include database, management, middle tier software costs. Facilities cost can include costs associated with upgrades, maintenance, building security, taxes etc. IT labor costs can include security admin and application admin costs.
AWS Migration Cost Considerations
3rd Party Costs
• 3rd Party Migration Tools
• Storage Vendors• 3rd Party Application
Licensing
• OS Licensing
AWS Costs
• AWS Direct Connect• Amazon EC2 (right-sized
based on utilization metrics)
• Amazon EBS (anticipated usable volume size)
• Amazon EBS snapshots• Amazon S3 (usable
storage)• Amazon Elastic Load
Balancing• Amazon CloudFront• Other Applicable Costs
(Amazon RDS, Amazon Redshift, Amazon EMR, etc.)
• 2nd (or 3rd) Availability Zone
Labor
• Employees (FTE)
• Onshore Consultants
• Offshore Consultants
• Refactoring Effort
• Unsupported OS
• OS Upgrade
• Database to RDS
• Tools
Change Management
• Governance
• Operating Model
• Training• Financial Management
and Measurements• Configuration
Management
• Service Management• Continuous Delivery /
Continuous Integration
Speed and Process Decisions Change Migration Costs
The cost of migration has many levers that can be pulled in order to speed up or slow down the process. Each of these has a corresponding cost associated with it.
Understand Your Staffing
CIO Office
PM Office
Architecture Team
Finance Team
Security Team
Compliance Team
Migration Team
Business Teams
Application Teams
Operations Team
Application Portfolio Discovery I A I I C R I C C
Application Analysis A C C C I R
Storage and Database Analysis A C C C R C
Migration Design I A C C R C
Migration Factory I A C I C R
Operations and Optimization C I I I R A
R: Responsible A: Accountable C: Consulted I: Informed
Establish a Cloud CoE• Define Roles & Responsibilities• Identify Skills & Competencies
Application Discovery & Assessment
Application Migration & Disposition Options
Application Interviews
App. Automated Discovery
App. Migration Options
App. Analysis
Application Discovery Migration & Disposition Options
Retain
Retire
Rehost
Repurchase
Replatform
Refactor
This is the “do nothing” option. Legacy costs remain and obsolescence costs typically increase over time
Decommission and archive data as necessary
“Lift and Shift” or “Forklifting.” Automated and scripted migrations are highly effective
Either a replacement through procurement, or/and upgrade
Opportunities to address significant infrastructure upgrades can be realized which positively affects compliance, regulatory and obsolescence drivers
Re-architecting and recoding require investment in new capabilities. Potentially significant business disruption
DescriptionComplexity
Low
Low
Med
Med
High
High
Identify Strategic Vision (example)
• Modernize the Workforce
• Improve IT agility through the development of cloud based service and hosting capabilities
• Transform the organization into a leader in delivering solutions & capabilities via strategic partner integrations
Setting a strategic vision is critical to any transformation initiative. It inspires & unifies the entire organization, while providing a clear target state to guide their day to day activities.
Define Sourcing Strategy (example)
Strategies• Choose SaaS for highly commoditized business capabilities
• Choose PaaS for standard business capabilities
• Choose IaaS for workloads that are not readily supported by PaaS or SaaS.
Desired Outcomes• Rapid development, agility, flexibility
• Single set of processes for IT Operations
• Cost effective licensing, on demand provisioning, and shift from fixed to variable costs
Define the Sourcing Model (example)
Define Sourcing Values and Input Methodology (example)
Assessment Criterion Input Classification Justification(1-Low / 3-High ) Weight
Level of Differentiation to the Organization
- Impact on competitive research - Impact on LOB1 and LOB2 recruiting
1 – Non differentiator 2 – Low differentiator 3 – Core differentiator
60%
Complexity of Operation
- Number and complexity of business rules/processes
1 – Low complexity of operation 2 – Moderate complexity of operation 3 – High complexity of operation
20%
Skills and competencies - Specialized skills required to support and operate
1 – Highly specialized skills that are a challenge to hire and retain
2 – Moderate specialized IT/product skills 3 – Common IT/Admin/Programming skills
20%
Define Hosting Values and Input Methodology (example)
Assessment Criterion Input Classification Justification (1-High fit / 5-Low fit) Weight
Technical Architecture
- Architecture Styles - Technical Complexity - Application Hosting
1 – Cloud developed, three tier web applications with Amazon AMIs existing. 2 - Somewhat complex; tech environment is still relatively stable but the integration
points with other applications are complex. Core application though is web capable. 3 - Highly complex, not cloud, not web, or new to UITS.
40%
Commodity vs. Specialty
- # of products/services supporting the capability
- # of customers for the capability
1 - Large number of products/services with large number of customer across multiple segments
2 – Small group of niche products/services with a small number of customers across one or a small number of segments
3 – Unique to UA students and/or faculty with no existing products/services available to deliver the capability
40%
Risk - Technical Risk Score - Technical Risk Summary - Technical Alignment - Sensitive Data
1 – Low Risk, non strategic application 2 – Medium Risk, strategic or business application internally facing or with small exposure 3 – High Risk, Strategic, externally facing, revenue generating application, Sensitive Data
20%
Application Assessment Output (example)
Service Description Application Discovery Service
• Discover on-premises application inventory and dependencies.• Simplify your application migration planning process.• https://aws.amazon.com/application-discovery/
VM Import/Export
• Import virtual machine images from your existing environment to Amazon EC2 instances and export them back to your on-premises environment.
• https://aws.amazon.com/ec2/vm-import/
Management Portal for vCenter
• Migrate VMware VMs to Amazon EC2 and manage AWS resources from within vCenter.
• http://aws.amazon.com/ec2/vcenter-portal/
Database Migration Service
• Migrate your databases to AWS with zero downtime.• Supports migrations between similar and different database platforms.• https://aws.amazon.com/dms/
Import/Export Snowball
• Efficiently and securely transfer large amounts of data from on-premises data centers to AWS.
AWS Migration Support Tools
Migration Technologies Description & Partners
Discovery & PlanningDiscover IT assets across your application portfolio, identify dependencies and requirements, and build your comprehensive migration plan with this technology suite.
Workload MobilityExecute migrations to AWS by capturing your host server, configuration, storage, and network states, then provision and configure your AWS target resources.
Application ProfilingGain valuable insights into your applications by capturing and analyzing performance data, usage, and monitoring dependencies before and after migration.
Partner Discovery & Automated Migration Tools
https://aws.amazon.com/migration/partner-solutions/
Racemi Cloud SolutionsLawrence Guillory, CEO, Racemi
Racemi Overview
• Industry Leading Cloud Migration Software
• World class Global Professional Services
• Cloud Discovery & Cloud Migration
Six keys to accelerate cloud migrations
1. Gain support - execute small quick wins2. Build momentum - start now, do not over think it3. Earn credibility - use industry experts4. Ensure success - use proven methods5. Lead the project - be decisive6. Leave a legacy - share the success
Customer Enablement
• Unlimited No-cost migrations into GovCloud (US)• No-cost discovery and migration services (limited)
• Penny migrations launching today in Amazon Marketplace
• Booth 500. www.racemi.com/free
Build the Migration Plan
Use the AWS Cloud Migration Process
• Portfolio discovery• Goals and Drivers• Prioritized backlog• Foundations (target
zone setup)• Setup Factory (Tools,
Teams, Process)
• Application optimization• Process optimization • Operational optimization• Cost optimization
Discover Analyze Plan
Design Migrate Integrate
Validate Operate
MigrationFactory
InitiateOptimize
Prioritized Backlog (PLAN)
App 1
App 2
…
App n
Include Migration Readiness Activities
• Business Assessment• Financial Assessment• Technical Assessment• Regulatory and Compliance Assessment• Security Assessment• Contractual Assessment
Application Owner Meeting
Connectivity RequirementsData Migration RequirementsIdentify Application Artifacts
Document Success Criteria
Identify Testing Process
Resolve Dependency ConflictsApplication Dependencies
Review Existing BlueprintsVerify VPC Connectivity
Complete Artifact Checklist
Firewall RequestsFirewall Port Determination
Intra-port Requirements
Week 1 Week 2
Initial Architecture Design
Application Installation
VPC Port Exception
Allocate Credentials
Verify Subnet Connectivity
Deploy AMI’s
App Owner ReviewApp Architecture Review
VPC Architecture Design
Identify Enhancement Opportunities
Test Connectivity
Migrate Data
End to End TestingOwner Sign-off
Update Final Design Document
Baseline Performance
Map out Application Migration Activities
Discover Design Build
Key
Develop an Agile Phased Migration Plan
Phase 1AWSGOVDEV1
AWSGovDev2
AWSIntranet1
AWSInventory1
AWSKEYSTONE2
AWSrectrac1
AWSWEB10
Phase 2AWSEMS3
AWSFireDEV2
AWSFirehouse2
AWSOneRoof2
AWSPAGEGATE2
Phase 3AWSAWATCH1
AWSFBO1
AWSSQL12
AWSSQLDW1
AWSSQLFBO1
AWSTicketMGR3
AWSTicketMGR4
AWSTKTMGRWEB1
Phase 4AWS3MSelfCHK1
AWSAPPSQL1
AWSAPPSQLDEV1
AWSILS3
AWSPAC3
AWSPRIVATESP1
AWSSPPRODAPP1
AWSSPPRODAPP2
Phase 4 – Cont. AWSSPPRODAPP3
AWSSPPRODSQL1
AWSSPPRODSQL2
AWSSPPRODWFE1
AWSSPPRODWFE2
AWSSQLDEV2
AWSTime3
AWSTimeDEV3
Each Phase – Multi Week Sprint + 2-Days for Lessons Learned
Lessons Learned
1st Lesson Learned
Early Planning, Communication and Buy-In is Essential• Map out the timeline • Understand and Categorize your Applications• Define your strategy• Limit the variables
“Without a plan, there can be no victory”
2nd Lesson Learned
Personnel requirements in the cloud really are different from traditional operations
Strong Ops need for Software Engineering skills Minimized need for deep Network or Storage
Not just in Ops…also for QA, Release, Dev and Security
3rd Lesson Learned
The Burden of “Day Jobs” During MigrationExisting Staff frequently asked to:
− Maintain current infrastructure− Learn new skills− Build out new infrastructure − Migrate applications to the new environment − Decommission the old environment
Do all of the above on the same salary
4th Lesson Learned
Establish Foundational Cloud Capabilities Region & Account Strategy VPC Strategy Hybrid Capabilities
WAN DNS Operations Security & Compliance
MigrationProgress
5th Lesson LearnedBuild Momentum, Monitor and Report Status
6th Lesson Learned
Help is available from AWS – Use it!Documentation and Whitepapers
Solution Architects
Professional Services/APN Partners
Trainers
Technical Account Managers (TAM)
Key Takeaways
Have a strategy and a Plan (even if it changes as you migrate) Understand the components of your Migration Bubble and their
corresponding costs Determine the best “migration path” for each application to optimize
cost/outcome in the migration process Leverage the Tools: APN Partners, Tooling, and AWS to shorten the
migration window Go fast!
Resources• AWS Cloud Adoption Framework
• https://aws.amazon.com/professional-services/CAF/• AWS Professional Services
• https://aws.amazon.com/professional-services/• AWS Migration Partner Solutions
• https://aws.amazon.com/migration/partner-solutions/• AWS Training
• Migrating to AWS - 2 Day Instructor Lead Course• https://aws.amazon.com/contact-us/aws-training/
• AWS Whitepapers• A Practical Guide to Cloud Migration
• https://d0.awsstatic.com/whitepapers/the-path-to-the-cloud-dec2015.pdf• Migrating Your Existing Applications to the AWS Cloud
• http://media.amazonwebservices.com/CloudMigration-main.pdf
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