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Security is Dead.
Long Live Rugged DevOps:

IT at Ludicrous Speed…


Gene Kim
IT Revolution Press
Session ID:

                      @RealGeneKim, genek@realgenekim.me
Act I: IT Ops Fixing Fragile Artifacts




                          @RealGeneKim, genek@realgenekim.me
@RealGeneKim, genek@realgenekim.me
Act 2: The Product Managers




                       @RealGeneKim, genek@realgenekim.me
Act 3: The Developers




                        @RealGeneKim, genek@realgenekim.me
@RealGeneKim, genek@realgenekim.me
@RealGeneKim, genek@realgenekim.me
Act 4: IT Ops And Dev At War




                    8
                        @RealGeneKim, genek@realgenekim.me
Act 5: Nothing Left For Infosec




                         @RealGeneKim, genek@realgenekim.me
@RealGeneKim, genek@realgenekim.me
The Downward
   Spiral…




      11
           @RealGeneKim, genek@realgenekim.me
The IT Core Chronic Conflict
      Every IT organization is pressured to
       simultaneously:
        Respond more quickly to urgent business needs
        Provide stable, secure and predictable IT service




                      Source: The authors acknowledge Dr. Eliyahu Goldratt, creator of the Theory of Constraints and
                      author of The Goal, has written extensively on the theory and practice of identifying and resolving
                      core, chronic conflicts.
13
                                                              @RealGeneKim, genek@realgenekim.me
Every Company Is An IT Company…
 95% of all capital projects have an IT
  component…
 50% of all capital spending is technology-related

                                              Where we need to
                                                   be…
                IT is always in the way
                        (again…)


We are here…




                                   @RealGeneKim, genek@realgenekim.me
There Must Be A Better
Way…




         15
              @RealGeneKim, genek@realgenekim.me
@RealGeneKim, genek@realgenekim.me
                   Source: John Allspaw
@RealGeneKim, genek@realgenekim.me
Source: John Allspaw
                       @RealGeneKim, genek@realgenekim.me
Source: John Allspaw
                       @RealGeneKim, genek@realgenekim.me
Source: John Allspaw
                       @RealGeneKim, genek@realgenekim.me
@RealGeneKim, genek@realgenekim.me
Source: Theo Schlossnagle
                            @RealGeneKim, genek@realgenekim.me
Source: Theo Schlossnagle
                            @RealGeneKim, genek@realgenekim.me
Source: Theo Schlossnagle
                            @RealGeneKim, genek@realgenekim.me
Source: James Wickett

                        @RealGeneKim, genek@realgenekim.me
Source: John Jenkins, Amazon.com   @RealGeneKim, genek@realgenekim.me
The Three Ways
And Six Prescriptive Steps
Infosec Can Take




          27
               @RealGeneKim, genek@realgenekim.me
If I Could Wave A Magic Wand, Everyone Will…

 Become conversant with DevOps and recognize
  the practices when you see them
 Be energized about how information
  practitioners can contribute in this organizational
  journey
 Leave with some concrete steps to get some
  great outcomes
 Become a part of a team that starts putting
  DevOps practices into place



                          28
                               @RealGeneKim, genek@realgenekim.me
The First Way:
Systems Thinking




                   @RealGeneKim, genek@realgenekim.me
The First Way:
Systems Thinking



(Business)                             (Customer)




                   @RealGeneKim, genek@realgenekim.me
The First Way:
Systems Thinking (Left To Right)

 Understand the flow of work
 Always seek to increase flow
 Never unconsciously pass defects downstream
 Never allow local optimization to cause global
  degradation
 Achieve profound understanding of the system




                              @RealGeneKim, genek@realgenekim.me
“Annual business planning sessions can be
madding. They think IT Operations is an „all you
can eat buffet.‟”

                 -Ben Rockwood,
                  Director Systems Engineering,
                  Joyent




                             @RealGeneKim, genek@realgenekim.me
Practice #1: Define The Work and Make It
Visible

 Business projects (e.g., new order entry system)
 Internal IT projects (e.g., create new
  environments, infosec remediation)
 Changes (e.g., deploys, improve database
  performance)
 Unplanned work (e.g., site down, site impaired,
  security incident)




                          33
                               @RealGeneKim, genek@realgenekim.me
Day 2: PMO Meeting




                     @RealGeneKim, genek@realgenekim.me
Practice #2: Create One Step Environment
Creation Process

 Make environments available early in the
  Development process
 Make sure Dev builds the code and environment
  at the same time
 Create a common Dev, QA and Production
  environment creation process




                             @RealGeneKim, genek@realgenekim.me
Change the Agile sprint policy:

“At the end of each sprint, we must have working
code and the environment it runs in!”




                              @RealGeneKim, genek@realgenekim.me
Infosec Insurgency
 Find the automated infrastructure project team
  (e.g., puppet, chef)
   Release managers can provide hardening guidance
   Integrate and extend their production configuration
    monitoring
   Put ASSERTs to find misconfigurations, enforce https,
    etc.
 Define what changes/deploys cannot be made
  without triggering full retest




                           37
                                 @RealGeneKim, genek@realgenekim.me
The First Way:
Outcomes
 Creating single repository for code and environments
 Determinism in the release process
 Consistent Dev, QA, Int, and Staging environments, all
  properly built before deployment begins
 Decreased cycle time
    Reduce deployment times from 6 hours to 45 minutes
    Refactor deployment process that had 1300+ steps
     spanning 4 weeks
 Faster release cadence




                                  @RealGeneKim, genek@realgenekim.me
The Second Way:
Amplify Feedback Loops




                         @RealGeneKim, genek@realgenekim.me
The Second Way:
Amplify Feedback Loops (Right to Left)

 Understand and respond to the needs of all
  customers, internal and external
 Shorten and amplify all feedback loops: stop the
  line when necessary
 Create quality at the source
 Create and embed knowledge where we need it




                                 @RealGeneKim, genek@realgenekim.me
The Toyota Andon Cord




                  41
                        @RealGeneKim, genek@realgenekim.me
“We found that when we woke up developers at
2am, defects got fixed faster than ever.”



                     Patrick Lightbody
                     CEO, BrowserMob




                           @RealGeneKim, genek@realgenekim.me
Pattern #3: Embed Dev Into IT Ops
 Embed Dev into IT Ops incident escalation
  process
 Invite Dev to post-mortems/root cause analysis
  meeting
 Have Dev and Infosec cross-train IT Operations
 Ensure application monitoring/metrics to aid in
  Ops and Infosec work (e.g., incident/problem
  management)




                              @RealGeneKim, genek@realgenekim.me
The Second Way:
Outcomes

 Defects and security issues getting fixed faster
  than ever
 Reusable Ops and Infosec user stories now part
  of the Agile process
 All groups communicating and coordinating
  better
 Everybody is getting more work done




                              @RealGeneKim, genek@realgenekim.me
The Third Way:
Culture Of Continual Experimentation And
Learning




                         @RealGeneKim, genek@realgenekim.me
The Third Way:
Culture Of Continual Experimentation And
Learning

 Foster a culture that rewards:
   Experimentation (taking risks) and learning from
    failure
   Repetition is the prerequisite to mastery
 Why?
   You need a culture that keeps pushing into the danger
    zone
   And have the habits that enable you to survive in the
    danger zone




                                 @RealGeneKim, genek@realgenekim.me
Break Things Early And Often
 “Do painful things more frequently, so you can
  make it less painful… We don‟t get pushback
  from Dev, because they know it makes rollouts
  smoother.”

  -- Adrian Cockcroft, Architect, Netflix




                               @RealGeneKim, genek@realgenekim.me
48
     @RealGeneKim, genek@realgenekim.me
Pattern #5: Inject Failures Often




                         @RealGeneKim, genek@realgenekim.me
You Don’t Choose Chaos Monkey…
Chaos Monkey Chooses You




                        @RealGeneKim, genek@realgenekim.me
Pattern #6: Break Things Before Production

 Enforce consistency in code, environments and
  configurations across the environments
 Add your ASSERTs to find misconfigurations,
  enforce https, etc.
 Add static code analysis to automated
  continuous integration and testing process




                             @RealGeneKim, genek@realgenekim.me
Pattern #6: Allocate 20% Of Cycles To
Technical Debt Reduction




                        @RealGeneKim, genek@realgenekim.me
Recognize Compounding Technical Debt…




                      @RealGeneKim, genek@realgenekim.me
That Gets Worse…




                   @RealGeneKim, genek@realgenekim.me
And Fixing It…




 Source: Pingdom
                   @RealGeneKim, genek@realgenekim.me
@RealGeneKim, genek@realgenekim.me
An Innovation Culture

“By installing a rampant innovation culture, they
now do 165 experiments in the three months of tax
season.

Our business result? Conversion rate of the
website is up 50 percent. Employee result?
Everyone loves it, because now their ideas can
make it to market.”

--Scott Cook, Intuit Founder


                         57
                               @RealGeneKim, genek@realgenekim.me
Why Do I Think This Is
Important?




          58
               @RealGeneKim, genek@realgenekim.me
The Downward
   Spiral…




      59
           @RealGeneKim, genek@realgenekim.me
@RealGeneKim, genek@realgenekim.me
The Three Ways: Some Patterns

First Way         Second Way         Third Way
Define The    Wake Up                Break Things Early
Work And Make Developers             And Often
It Visible

Make              Embed Dev Into IT Reserve 20% Of
Environments      Operations        Cycles For
Available Early                     Technical Debt
                                    Reduction


                          62
                               @RealGeneKim, genek@realgenekim.me
63
     @RealGeneKim, genek@realgenekim.me
Help The Business Win…




                         @RealGeneKim, genek@realgenekim.me
With Support From Your Peers…




                      @RealGeneKim, genek@realgenekim.me
And Do More With Less Effort…




                       @RealGeneKim, genek@realgenekim.me
67
     @RealGeneKim, genek@realgenekim.me
When IT Fails: A Business Novel and
The DevOps Cookbook
 Coming January 15, 2013 and Q1 2013

  “The greatest IT management book of our generation.”
  Branden Williams, CTO Marketing, RSA


  “The lessons in When IT Fails might just save your business if IT fails
  for you. Every IT executive should share this book with their business
  peers.”
  James Turnbull, VP Operations, Puppet Labs and author of “Pro
  Puppet”


  “This book will have a profound effect on IT, just as The Goal did for
  manufacturing.‟
  Jez Humble, co-author of the Jolt award-winning book Continuous
  Delivery, and Principal at ThoughtWorks Studios.


                                         @RealGeneKim, genek@realgenekim.me
Our Mission: Positively Impact The Lives Of
One Million IT Workers By 2017


                For these slides, the “Top 10 Things You
                 Need To Know About DevOps,” Rugged
                 DevOps resources, and updates on the
                 book:

                 Sign up at http://itrevolution.com
                 Email genek@realgenekim.me

                Or text “[email] 74730” to
                 +1 (858) 598-3980
                Visit:
                 http://www.instantcustomer.com/go/7473
                 0
                             @RealGeneKim, genek@realgenekim.me

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Infosec at Ludicrous Speeds - Rugged DevOps

  • 1. Security is Dead. Long Live Rugged DevOps: IT at Ludicrous Speed… Gene Kim IT Revolution Press Session ID: @RealGeneKim, genek@realgenekim.me
  • 2. Act I: IT Ops Fixing Fragile Artifacts @RealGeneKim, genek@realgenekim.me
  • 4. Act 2: The Product Managers @RealGeneKim, genek@realgenekim.me
  • 5. Act 3: The Developers @RealGeneKim, genek@realgenekim.me
  • 8. Act 4: IT Ops And Dev At War 8 @RealGeneKim, genek@realgenekim.me
  • 9. Act 5: Nothing Left For Infosec @RealGeneKim, genek@realgenekim.me
  • 11. The Downward Spiral… 11 @RealGeneKim, genek@realgenekim.me
  • 12. The IT Core Chronic Conflict  Every IT organization is pressured to simultaneously:  Respond more quickly to urgent business needs  Provide stable, secure and predictable IT service Source: The authors acknowledge Dr. Eliyahu Goldratt, creator of the Theory of Constraints and author of The Goal, has written extensively on the theory and practice of identifying and resolving core, chronic conflicts. 13 @RealGeneKim, genek@realgenekim.me
  • 13. Every Company Is An IT Company…  95% of all capital projects have an IT component…  50% of all capital spending is technology-related Where we need to be… IT is always in the way (again…) We are here… @RealGeneKim, genek@realgenekim.me
  • 14. There Must Be A Better Way… 15 @RealGeneKim, genek@realgenekim.me
  • 15. @RealGeneKim, genek@realgenekim.me Source: John Allspaw
  • 17. Source: John Allspaw @RealGeneKim, genek@realgenekim.me
  • 18. Source: John Allspaw @RealGeneKim, genek@realgenekim.me
  • 19. Source: John Allspaw @RealGeneKim, genek@realgenekim.me
  • 21. Source: Theo Schlossnagle @RealGeneKim, genek@realgenekim.me
  • 22. Source: Theo Schlossnagle @RealGeneKim, genek@realgenekim.me
  • 23. Source: Theo Schlossnagle @RealGeneKim, genek@realgenekim.me
  • 24. Source: James Wickett @RealGeneKim, genek@realgenekim.me
  • 25. Source: John Jenkins, Amazon.com @RealGeneKim, genek@realgenekim.me
  • 26. The Three Ways And Six Prescriptive Steps Infosec Can Take 27 @RealGeneKim, genek@realgenekim.me
  • 27. If I Could Wave A Magic Wand, Everyone Will…  Become conversant with DevOps and recognize the practices when you see them  Be energized about how information practitioners can contribute in this organizational journey  Leave with some concrete steps to get some great outcomes  Become a part of a team that starts putting DevOps practices into place 28 @RealGeneKim, genek@realgenekim.me
  • 28. The First Way: Systems Thinking @RealGeneKim, genek@realgenekim.me
  • 29. The First Way: Systems Thinking (Business) (Customer) @RealGeneKim, genek@realgenekim.me
  • 30. The First Way: Systems Thinking (Left To Right)  Understand the flow of work  Always seek to increase flow  Never unconsciously pass defects downstream  Never allow local optimization to cause global degradation  Achieve profound understanding of the system @RealGeneKim, genek@realgenekim.me
  • 31. “Annual business planning sessions can be madding. They think IT Operations is an „all you can eat buffet.‟” -Ben Rockwood, Director Systems Engineering, Joyent @RealGeneKim, genek@realgenekim.me
  • 32. Practice #1: Define The Work and Make It Visible  Business projects (e.g., new order entry system)  Internal IT projects (e.g., create new environments, infosec remediation)  Changes (e.g., deploys, improve database performance)  Unplanned work (e.g., site down, site impaired, security incident) 33 @RealGeneKim, genek@realgenekim.me
  • 33. Day 2: PMO Meeting @RealGeneKim, genek@realgenekim.me
  • 34. Practice #2: Create One Step Environment Creation Process  Make environments available early in the Development process  Make sure Dev builds the code and environment at the same time  Create a common Dev, QA and Production environment creation process @RealGeneKim, genek@realgenekim.me
  • 35. Change the Agile sprint policy: “At the end of each sprint, we must have working code and the environment it runs in!” @RealGeneKim, genek@realgenekim.me
  • 36. Infosec Insurgency  Find the automated infrastructure project team (e.g., puppet, chef)  Release managers can provide hardening guidance  Integrate and extend their production configuration monitoring  Put ASSERTs to find misconfigurations, enforce https, etc.  Define what changes/deploys cannot be made without triggering full retest 37 @RealGeneKim, genek@realgenekim.me
  • 37. The First Way: Outcomes  Creating single repository for code and environments  Determinism in the release process  Consistent Dev, QA, Int, and Staging environments, all properly built before deployment begins  Decreased cycle time  Reduce deployment times from 6 hours to 45 minutes  Refactor deployment process that had 1300+ steps spanning 4 weeks  Faster release cadence @RealGeneKim, genek@realgenekim.me
  • 38. The Second Way: Amplify Feedback Loops @RealGeneKim, genek@realgenekim.me
  • 39. The Second Way: Amplify Feedback Loops (Right to Left)  Understand and respond to the needs of all customers, internal and external  Shorten and amplify all feedback loops: stop the line when necessary  Create quality at the source  Create and embed knowledge where we need it @RealGeneKim, genek@realgenekim.me
  • 40. The Toyota Andon Cord 41 @RealGeneKim, genek@realgenekim.me
  • 41. “We found that when we woke up developers at 2am, defects got fixed faster than ever.” Patrick Lightbody CEO, BrowserMob @RealGeneKim, genek@realgenekim.me
  • 42. Pattern #3: Embed Dev Into IT Ops  Embed Dev into IT Ops incident escalation process  Invite Dev to post-mortems/root cause analysis meeting  Have Dev and Infosec cross-train IT Operations  Ensure application monitoring/metrics to aid in Ops and Infosec work (e.g., incident/problem management) @RealGeneKim, genek@realgenekim.me
  • 43. The Second Way: Outcomes  Defects and security issues getting fixed faster than ever  Reusable Ops and Infosec user stories now part of the Agile process  All groups communicating and coordinating better  Everybody is getting more work done @RealGeneKim, genek@realgenekim.me
  • 44. The Third Way: Culture Of Continual Experimentation And Learning @RealGeneKim, genek@realgenekim.me
  • 45. The Third Way: Culture Of Continual Experimentation And Learning  Foster a culture that rewards:  Experimentation (taking risks) and learning from failure  Repetition is the prerequisite to mastery  Why?  You need a culture that keeps pushing into the danger zone  And have the habits that enable you to survive in the danger zone @RealGeneKim, genek@realgenekim.me
  • 46. Break Things Early And Often  “Do painful things more frequently, so you can make it less painful… We don‟t get pushback from Dev, because they know it makes rollouts smoother.” -- Adrian Cockcroft, Architect, Netflix @RealGeneKim, genek@realgenekim.me
  • 47. 48 @RealGeneKim, genek@realgenekim.me
  • 48. Pattern #5: Inject Failures Often @RealGeneKim, genek@realgenekim.me
  • 49. You Don’t Choose Chaos Monkey… Chaos Monkey Chooses You @RealGeneKim, genek@realgenekim.me
  • 50. Pattern #6: Break Things Before Production  Enforce consistency in code, environments and configurations across the environments  Add your ASSERTs to find misconfigurations, enforce https, etc.  Add static code analysis to automated continuous integration and testing process @RealGeneKim, genek@realgenekim.me
  • 51. Pattern #6: Allocate 20% Of Cycles To Technical Debt Reduction @RealGeneKim, genek@realgenekim.me
  • 52. Recognize Compounding Technical Debt… @RealGeneKim, genek@realgenekim.me
  • 53. That Gets Worse… @RealGeneKim, genek@realgenekim.me
  • 54. And Fixing It… Source: Pingdom @RealGeneKim, genek@realgenekim.me
  • 56. An Innovation Culture “By installing a rampant innovation culture, they now do 165 experiments in the three months of tax season. Our business result? Conversion rate of the website is up 50 percent. Employee result? Everyone loves it, because now their ideas can make it to market.” --Scott Cook, Intuit Founder 57 @RealGeneKim, genek@realgenekim.me
  • 57. Why Do I Think This Is Important? 58 @RealGeneKim, genek@realgenekim.me
  • 58. The Downward Spiral… 59 @RealGeneKim, genek@realgenekim.me
  • 60. The Three Ways: Some Patterns First Way Second Way Third Way Define The Wake Up Break Things Early Work And Make Developers And Often It Visible Make Embed Dev Into IT Reserve 20% Of Environments Operations Cycles For Available Early Technical Debt Reduction 62 @RealGeneKim, genek@realgenekim.me
  • 61. 63 @RealGeneKim, genek@realgenekim.me
  • 62. Help The Business Win… @RealGeneKim, genek@realgenekim.me
  • 63. With Support From Your Peers… @RealGeneKim, genek@realgenekim.me
  • 64. And Do More With Less Effort… @RealGeneKim, genek@realgenekim.me
  • 65. 67 @RealGeneKim, genek@realgenekim.me
  • 66. When IT Fails: A Business Novel and The DevOps Cookbook  Coming January 15, 2013 and Q1 2013 “The greatest IT management book of our generation.” Branden Williams, CTO Marketing, RSA “The lessons in When IT Fails might just save your business if IT fails for you. Every IT executive should share this book with their business peers.” James Turnbull, VP Operations, Puppet Labs and author of “Pro Puppet” “This book will have a profound effect on IT, just as The Goal did for manufacturing.‟ Jez Humble, co-author of the Jolt award-winning book Continuous Delivery, and Principal at ThoughtWorks Studios. @RealGeneKim, genek@realgenekim.me
  • 67. Our Mission: Positively Impact The Lives Of One Million IT Workers By 2017  For these slides, the “Top 10 Things You Need To Know About DevOps,” Rugged DevOps resources, and updates on the book: Sign up at http://itrevolution.com Email genek@realgenekim.me  Or text “[email] 74730” to +1 (858) 598-3980  Visit: http://www.instantcustomer.com/go/7473 0 @RealGeneKim, genek@realgenekim.me

Notes de l'éditeur

  1. Who are they auditing? IT operations.I love IT operatoins. Why? Because when the developers screw up, the only people who can save the day are the IT operations people. Memory leak? No problem, we’ll do hourly reboots until you figure that out.Who here is from IT operations?Bad day:Not as prepared for the audit as they thoughtSpending 30% of their time scrambling, generating presentation for auditorsOr an outage, and the developer is adamant that they didn’t make the change – they’re saying, “it must be the security guys – they’re always causing outages”Or, there’s 50 systems behind the load balancer, and six systems are acting funny – what different, and who made them differentOr every server is like a snowflake, each having their own personalityWe as Tripwire practitioners can help them make sure changes are made visible, authorized, deployed completely and accurately, find differencesCreate and enforce a culture of change management and causality
  2. Source: Flickr: birdsandanchors
  3. Who’s introducing variance? Well, it’s often these guys. Show me a developer who isn’t causing an outage, I’ll show you one who is on vacation.Primary measurement is deploy features quickly – get to market.I’ve worked with two of the five largest Internet companies (Google, Microsoft, Yahoo, AOL, Amazon), and I now believe that the biggest differentiator to great time to market is great operations:Bad day: We do 6 weeks of testing, but deployment still fails. Why? QA environment doesn’t match productionOr there’s a failure in testing, and no one can agree whether it’s a code failure or an environment failureOr changes are made in QA, but no one wrote them down, so they didn’t get replicated downstream in productionBelieve it or not, we as Tripwire practitioners can even help them – make sure environments are available when we need them, that they’re properly configured correctly the first time, document all the changes, replicate them downstream
  4. [ picture of messy data center ] Ten minutes into Bill’s first day on the job, he has to deal with a payroll run failure. Tomorrow is payday, and finance just found out that while all the salaried employees are going to get paid, none of the hourly factory employees will. All their records from the factory timekeeping systems were zeroed out.Was it a SAN failure? A database failure? An application failure? Interface failure? Cabling error?
  5. Source: http://biobreak.wordpress.com/2010/10/07/games-evangelism-dos-and-donts/
  6. So who are all these constituencies that we can help, and increase our relevance as Tripwire practitioners and champions?How many people here are in infosec?Goal: protect critical systems and dataSafeguard organizational commitmentsPrevent security breaches, help quickly detect and recover from themBad day: no security standardsNo one is complyingYes, we’re 3 years behind. “Whaddyagonna do about it?”Vs. we (Tripwire owner) can become more relevant and add value by help infosec by leveraging all the configuration guidance out thereMeasure variance between produciton and those known good statesTrust and verify that when management says, we’ve trued up the configurations, they’ve actually done itWhy? Now, more than ever, there are an ever increasing amount of regulatory and contractual requirements to protect systems and data
  7. How each side Actively impedes the achievement of each other’s goals.
  8. There are many ways to react to this: like, fear, horror, trying to become invisible… All understandable, given the circumstances…Because infosec can no longer take 4 weeks to turn around a security review for application code, or take 6 weeks to turnaround a firewall change. But, on the other hand, I think it’s will be the best thing to ever happen to infosec in the past 20 years. We’re calling this Rugged DevOps, because it’s a way for infosec to integrate into the DevOps process, and be welcomed. And not be viewed as the shrill hysterical folks who slow the business down.
  9. Tell story of Amazon, Netflix: they care about, availability, securityIt’s not a push, it’s a pull – they’re looking for our help (#1 concern: fear of disintermediation and being marginalized)
  10. [ picture of messy data center ] Ten minutes into Bill’s first day on the job, he has to deal with a payroll run failure. Tomorrow is payday, and finance just found out that while all the salaried employees are going to get paid, none of the hourly factory employees will. All their records from the factory timekeeping systems were zeroed out.Was it a SAN failure? A database failure? An application failure? Interface failure? Cabling error?
  11. How each side Actively impedes the achievement of each other’s goals.