Perhaps one of the perplexing things about cloud computing is the choice around renting time in someone else’s cloud (Amazon, Google, Rackspace or a myriad of others) or building your own. It’s not unlike the age-old car buyer’s dilemma, take the lower payments and lower total miles lease or buy the car and drive it for the long haul. Cloud computing users are often faced with the same conundrum. This presentation will focus on how to buy and build a cloud that can be fulfill the needs of most users including strategies for making use of the open source private cloud or managing workloads in both the private and public cloud using open source software.

1. WHY LEASE WHEN YOU CAN
BUY YOUR CLOUD
Mark R. Hinkle
Senior Director, Open Source Solutions
Citrix
mrhinkle@gmail.com
@mrhinkle

2. ABOUTME
The
Apache
Software Foundation
http://www.apache.org/
WHY LEASE WHEN YOU CAN BUY YOUR CLOUD
@mrhinkle
www.socializedsoftware.com!

3. PRIVATE VS PUBLIC CLOUD
MOST EFFECTIVE ARGUMENTS FOR MOST EFFECTIVE ARGUMENTS FOR
PRIVATE CLOUD
PUBLIC CLOUD
1.
Speed
of
Deployment
26
%
1.
Lower
total
cost
of
ownership
(TCO)
23
%
2.
Savings
of
CAPEX
(capital
expenditures)
25
%
2.
Enabling
business
conHnuity
20
%
3.
Lower
total
cost
of
ownership
(TCO)
25
%
3.
Replacing
on-­‐premise
legacy
technology
20
%
4.
Enabling
business
conHnuity
20
%
4.
Speed
of
deployment
19
%
5.
.
Greater
flexibility
to
react
to
charging
markeHng
condiHons
15
%
5.
.
Savings
on
CAPEX
(capital
expenditure)
15
%
WHY LEASE WHEN YOU CAN BUY YOUR CLOUD
@mrhinkle
www.socializedsoftware.com!

4. PUBLIC CLOUD OUTAGES
Everyone has downtime
AMAZON
AUGUST 26, 2013
100 million Instagram users
and 40 million Vine users
affected.
APPLE iCLOUD
August 22, 2013
iMessage, 17% of all iTunes
users affected, Documents in
Cloud
WHY LEASE WHEN YOU CAN BUY YOUR CLOUD
MICROSOFT AZURE
February 22, 2013
Google
August 16, 2013
Gmail, Google Drive,
YouTube and Google.com
@mrhinkle
The Microsoft Azure Cloud
suffered a worldwide service
interruption that impacted
secure traffic for almost a full
day.
www.socializedsoftware.com!

5. BENEFITS OF PUBLIC AND PRIVATE CLOUDS
Convenience over customization
$
Value Pricing
Varied Support
✔
Many Features
Flexibility
No CAPEX
Expertise Req’d
All-In-One Solution
Infinitely customizable
to your needs.
Broad Coverage
“
AWS offers an extremely comprehensive cloud service, with
everything from DNS to database. Google does not. This makes
building applications on AWS easier, since you have bigger
building blocks. So if you don’t mind locking yourself into a vendor,
you’ll be more productive on AWS.
“
Sebastien Stadl, CEO -- Scalr
WHY LEASE WHEN YOU CAN BUY YOUR CLOUD
$$$ Big Investment
“Although it is early days, we have not experienced any downtime
like the latest AWS [Amazon Web Services] glitch that affected
Netflix and Instagram. I expected cloud products to be more rigid,
so I was pleasantly surprised to learn that it can be tweaked to
accommodate our legacy applications.”
Richard Du Plessis, CIO --Seadrill
@mrhinkle
www.socializedsoftware.com!

6. Differentiation
“
“
If
all
you
have
is
a
hammer
everything
looks
like
a
nail.
Around not in the Cloud!
Abraham Maslow !
The Psychology of Science!
WHY LEASE WHEN YOU CAN BUY YOUR CLOUD
@mrhinkle
www.socializedsoftware.com!

7. TABLE STAKES FOR CLOUD COMPUTING
Minimum Requirements for Cloud Computing!
ON DEMAND SELF-SERVICE
A consumer can unilaterally provision computing capabilities
BROAD NETWORK ACCESS
Capabilities are available over the network and accessed through standard
mechanisms that promote use by heterogeneous thin or thick client platforms
RESOURCE POOLING
The provider’s computing resources are pooled to serve multiple consumers
using a multi-tenant model, with different physical and virtual resources
dynamically assigned and reassigned according to consumer demand.
RAPID ELASTICITY
Capabilities can be elastically provisioned and released, in some cases
automatically, to scale rapidly outward and inward commensurate with demand.
MEASURED SERVICE
The
NIST
DefiniHon
of
Cloud
CompuHng
Cloud systems automatically control and optimize resource use by leveraging
a metering capability(at some level of abstraction appropriate to the type of service
(e.g., storage, processing, bandwidth, and active user accounts)
WHY LEASE WHEN YOU CAN BUY YOUR CLOUD
@mrhinkle
www.socializedsoftware.com!

8. NO WORLD OF TWO CLOUDS
DEVELOPERS AND OPERATIONS NEED ONE CLOUD
I
do
not
believe
in
a
“world
of
two
clouds”,
where
there
are
cloud
IaaS
offerings
that
are
targeted
at
enterprise
workloads,
and
there
are
cloud
IaaS
offerings
that
are
targeted
at
cloud-­‐naHve
workloads
…
I
believe
that
the
market
leaders
will
offer
a
range
of
infrastructure
resources.
Some
of
those
infrastructure
resources
will
be
more
resilient,
and
will
be
more
expensive.
And
customers
will
pay
for
the
level
of
performance
they
receive.
Lydia Leong
Gartner Analyst
CloudPundit.com – No World of Two Clouds
WHY LEASE WHEN YOU CAN BUY YOUR CLOUD
@mrhinkle
www.socializedsoftware.com!

9. DIFERENTIATION AROUND CLOUDS
Cloud consistency, Different Amenities!
Performance
Cloud should abstract compute, network
and storage but level of service provided
for each should be consumable at
different levels (E.g IOPS, network
throughput, RAM
Expertise
Tooling
Technical support, integration support
or other expertise that provides value
to the user. May include level of
knowledge above and beyond the
cloud (E.g. tooling, hosted
applications, etc.).
WHY LEASE WHEN YOU CAN BUY YOUR CLOUD
@mrhinkle
Manage tools, integrations and other
features that differentiate the
experience. Integration with other
tools (E.g. CloudStack/Netscaler,
OpenStack/Dell Crowbar, Amazon
EC2/CloudWatch)
www.socializedsoftware.com!

10. “
The
reality,
of
course,
today
is
that
if
you
come
up
with
a
great
idea
you
don't
get
to
go
quickly
to
a
successful
product.
There's
a
lot
of
undifferenHated
heavy
liYing
that
stands
between
your
idea
and
that
success.
The
kinds
of
things
that
I'm
talking
about
when
I
say
undifferenHated
heavy
liYing
are
things
like
these:
figuring
out
which
servers
to
buy,
how
many
of
them
to
buy,
what
Hme
line
to
buy
them.
“
CASE STUDIES
Design Case!
Jeff Bezos !
CEO!
Amazon!
2011 O’Reilly Web 2.0 Conference!
!
WHY LEASE WHEN YOU CAN BUY YOUR CLOUD
@mrhinkle
www.socializedsoftware.com!

11. CASE STUDY | NETFLIX STREAMING MULTIMEDIA
Fast Time to market, Limited Capital !
Fast Growth, Single Application
Streaming multimedia, elastic services for
peak hours, growing quickly around the
world.
Time To Market
Making a land grab (disrupting competitors),
fast growth, new markets
Innovation on the Delivery
Layer
Innovation not in infrastructure but in the
delivery of services is the differentiator. Open
source ecosystem to manage delivery.
Super Scale, Limited Capital
Source:
h[p://techblog.ne]lix.com/2012/06/annoucing-­‐archaius-­‐dynamic-­‐properHes.html
WHY LEASE WHEN YOU CAN BUY YOUR CLOUD
Auto-scaled large scale services,
ephemeral instances (36 hour avg
lifetime),.
@mrhinkle
www.socializedsoftware.com!

12. CASE STUDY | FINANCIAL CALL CENTER
Privacy and Speed of Utmost Importance
Overview
World wide presence of representatives
looking up financial data and providing
customer service over the phone.
Data Security Important
Application doing look-ups against a
replicated database.
Network Latency Issues
Look-ups across networks can time-out.
Write to CRM databases take longer
Fast Service
Speed to answer is important, ability to take
orders and make account changes
immediately impacts company revenue.
WHY LEASE WHEN YOU CAN BUY YOUR CLOUD
@mrhinkle
www.socializedsoftware.com!

13. CASE STUDY | XYZ ENTERPRISE
Legacy Enterprise, Looking to the Cloud for Advantages
User
Generated
Requests
(Backlogged
Ticket
System)
Legacy
Infrastructure
XenServer
Numerous apps, running on bare metal or
virtualized. Apps aren’t built for cloud and
changeover costs can be expensive.
IT
Ops,
Sysadmins,
Network
Ops
Legacy
Apps
VMware
Typical enterprise
Existing Capital Investment
Existing hardware is already purchased,
capacity planning is in effect.
Primary Cost of IT
ExisHng
Processes
Management of existing IT and opportunity
cost of not moving quickly are chief costs.
KVM
What They Hope To Gain
Legacy
Management
Tools
WHY LEASE WHEN YOU CAN BUY YOUR CLOUD
Self-Service, unified virtualization
management, pooling of resources, agility.
@mrhinkle
www.socializedsoftware.com!

14. “I
don’t
see
any
way
around
this
–
it’s
the
price
we
pay
for
the
convenience
of
centralized
apps
and
databases
–
but
it’s
worth
keeping
in
mind
that
in
the
cloud
we’re
all
guinea
pigs,
and
that
means
we’re
all
dispensable.
Caveat
cloudster.”
BUILD YOUR CLOUD
With Open Source!
Nicholas Carr!
Rough Type Blog !
Author, Does IT Matter!
!
WHY LEASE WHEN YOU CAN BUY YOUR CLOUD
@mrhinkle
www.socializedsoftware.com!

15. THE THREE PILLARS OF THE CLOUD
Once it’s virtualized your can program it!
Networking
Storage
Compute
Software Defined
Datacenter
WHY LEASE WHEN YOU CAN BUY YOUR CLOUD
We are moving towards the era of
the software defined datacenter.
Simply put all the resources we
consume will be virtualized then we
are able to provision, configure and
manage these resources giving us
the ability to program infrastructure
through APIs and other
mechanisms.
@mrhinkle
www.socializedsoftware.com!

16. BUILD YOUR OWN CLOUD
How to Move to the Cloud !
Open Source Software!
Flexible, Customizable, Interoperable
VirtualizaHon
APIs
Infrastructure-­‐as-­‐a-­‐Service
(IaaS)
Management
Tools
Pla]orm-­‐as-­‐a-­‐Service
Best of Breed!
Use the software that best suits your needs
Public and Private!
Look for tools that manage both clouds
Segregate Workloads!
Public cloud has advantages, use both
WHY LEASE WHEN YOU CAN BUY YOUR CLOUD
@mrhinkle
www.socializedsoftware.com!

17. CLOUD VIRTUALIZATION
Choosing the right virtualization technology for your cloud!
Project
Description
KVM
Tight fidelity with the Linux kernel, Type 1.5 hypervisor.
LXC
Containers are the future. Portable workloads. Uses security via
SELinux, control groups (cgroups) and namespaces. Linux only.
XenServer
Uses XenProject as the upstream. Proven security and
trackrecord.
WHY LEASE WHEN YOU CAN BUY YOUR CLOUD
@mrhinkle
www.socializedsoftware.com!

18. CLOUD STORAGE CHALLENGES
Traditional Problems!
• Lots of choices for file system and virtualization management
• Lack of virtualization aware file systems
• File systems/storage functionality implemented in other layers of
virtualization stack (Snapshots, block streaming, image formats in
QEMU)
• No well defined interface points in the virtualization stack for
storage integration
• No standard interface/APIs available for services like backup and
restore
• Need for a single FS/storage solution that works for local, SAN
and NAS storage (Mixing storage into a single filesystem
namespace)
WHY LEASE WHEN YOU CAN BUY YOUR CLOUD
@mrhinkle
www.socializedsoftware.com!

19. CLOUD STORAGE SOLUTIONS
Storage for a Cloudy World !
Project
Sponsor
Descrip@on
Ceph
Inktank
Object
Store,
Block
Storage
(RADOS)
and
file
system
for
headless
distributed
storage.
S3
CompaHble
API
Gluster
Red
Hat
Distributed
file
system
capable
of
scaling
to
several
petabytes
Riak
CS
Basho
Simple,
open
source
storage
soYware
built
on
top
of
Riak.
S3
CompaHble
API
OpenStack
Storage
OpenStack
CloudScaling
SwiYStack
Codename
–
SwiY.
MulH-­‐tenant,
highly
scalable
and
durable
object
storage
system
WHY LEASE WHEN YOU CAN BUY YOUR CLOUD
@mrhinkle
www.socializedsoftware.com!

20. SDN OVERVIEW
Software Meets the Network!
Applica@on
Layer
Business
ApplicaHons
API
Control
Layer
API
SDN
Control
SoYware
Network
Services
Control
Data
Plane
Interface
(e.g.
OpenFlow)
Infrastructure
Layer
Network
Devices
WHY LEASE WHEN YOU CAN BUY YOUR CLOUD
Network
Devices
@mrhinkle
Network
Devices
www.socializedsoftware.com!

21. OPENFLOW
The Evolving Open Standard for Network Control!
OpenFlow enables networks to evolve, by giving a remote controller the power to modify the
behavior of network devices, through a well-defined "forwarding instruction set". The
growing OpenFlow ecosystem now includes routers, switches, virtual switches, and access
points from range of vendors.
WHY LEASE WHEN YOU CAN BUY YOUR CLOUD
@mrhinkle
www.socializedsoftware.com!

22. SOFTWARE DEFINED NETWORKING (SDN)
The Fastest Evolving Part of the Cloud Landscape!
Project
Descrip@on
Contrail
Recently
open
sourced
SDN
controller
from
Juniper
in
September
2013.
Floodlight
The
Floodlight
controller
is
an
enterprise-­‐class,
Apache-­‐licensed,
Java-­‐based
OpenFlow
Controller.
Indigo
Indigo
is
an
open
source
project
to
support
OpenFlow
on
a
range
of
physical
switches.
Open
Daylight
Linux
FoundaHon
CollaboraHve
Project
based
on
Cisco
One
Controller
and
plugins
from
numerous
vendors
in
development.
E.g
IBM
DOVE
OpenStack
Networking
Codename
–
Neutron.
Pluggable,
scalable,
API-­‐driven
network
and
IP
management
Open
vSwitch
Open
vSwitch
is
a
open
source
(ASL
2.0),
mulHlayer
virtual
switch.
WHY LEASE WHEN YOU CAN BUY YOUR CLOUD
@mrhinkle
www.socializedsoftware.com!

23. CONCLUSION
Finality
WHY LEASE WHEN YOU CAN BUY YOUR CLOUD
@mrhinkle
www.socializedsoftware.com!

24. HOW TO BE A CLOUD HERO
Cloud computing is still evolving don’t jump the gun!
Make Commitments with Care!
Avoid Lock-in, Be careful of start-ups bearing gifts
Pick Your Spots !
Look for the opportunities e.g Hardware Refresh
Value Your Time!
Improve Productivity, Time to Value
“
My
IT
budget
was
$4
billion
last
year.
Amazon
sold
$800
million
in
cloud
services…we
have
a
long
way
to
go.
A
Fortune
100
CIO
WHY LEASE WHEN YOU CAN BUY YOUR CLOUD
Software Defined Datacenter!
Your data center is now programmable
@mrhinkle
www.socializedsoftware.com!

25. mrhinkle@gmail.com
www.socializedsoYware.com
mrhinkle
@mrhinkle
CONTACT ME
www.slideshare.net/socializedsoYware
No Ego The R is my Middle Initial!
Mark R. Hinkle
Senior Director, Open Source Solutions
Citrix
WHY LEASE WHEN YOU CAN BUY YOUR CLOUD
@mrhinkle
www.socializedsoftware.com!

26. THANK YOU
For your Attention!