Private Cloud Vision Scope Doc for Pilot

Accelerating Private Cloud Deployment

Prepared for Customer Name Saturday, December 31, 2011 Version Final

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.....................................14 Private Cloud Vision Scope Doc for Pilot.......................................................................................................................................................................................................1 Assumptions.......................................................................doc” 2 ...................................................................................1 In Scope................................................................................................................................................2 Vision Statement ..................................Table of Contents Private Cloud Vision Scope Doc for Pilot.....................................................................4 Technical Objectives........5 Operational Objectives.........................1 Introduction............................................................................................................ Accelerating Private Cloud DeploymentVersion Final Prepared by Author Name " DPS_02_Engagement_Playbook_May_2011_v1............................................2 Out of Scope......................................5 Project Vision and Scope.................................................................................13 1..............................................9 1.....................7..................................................................................................................8 1......................................................................................................................................13 1.........9 Project Management Strategy.................................2 Constraints................0...........9 1..7 1...................................................................................7 1..................................................7 1............................................................6...................9 1............................................7 Project Deliverables......................................12 1.....................................8 Solution..........................6.............................................12 1......................3 Business Objectives ..7...........11 1..................6 Scope of Project........................................................................................................................3 1....1 Background...............................................................

provisioning on demand. perform an assessment on up to 200 physical and/or virtual (VMware) servers within a single physical location to determine the potential benefits of deploying and managing a virtualization infrastructure based upon Windows Server 2008 Hyper-V. Accelerating Private Cloud DeploymentVersion Final Prepared by Author Name " DPS_02_Engagement_Playbook_May_2011_v1. monitoring and other capabilities built into a Microsoft virtualization solution using the technologies noted above. and so on). explaining in exact and specific terms what the delivery team will build and deploy during the pilot. Deploy a Limited Scope Pilot into the Customer Name production environment. failover management.INTRODUCTION Customer Name has requested Organization Name to perform a Microsoft® Accelerating Private Cloud Deployment Limited Pilot deployment in order to take advantage of the capabilities of a private cloud deployment based upon Microsoft virtualization technologies as a means of optimizing its data centers. • Tenant/user self-service portal using System Center Virtual Machine Manager Self-Service Portal (SCVMMSSP) v2. and monitoring of the overall solution. The purpose of this engagement is to: • Conduct an Architectural Design Workshop to familiarize the IT staff at Customer Name with the capabilities and functionality of the technologies. It is then managed via the integration and automation of functionalities identified as traditional foundation components of a dynamic data center: • Virtualization hosts servers based on Microsoft Windows Server® 2008 R2 SP1 and HyperV™ • A monitoring solution.0. which facilitate management. The purpose of this document is to provide a sufficient level of detail about each element of the solution architecture. Provide a customized report detailing the results of this assessment. optimized allocation. management. describe how they can be implemented and identify points of integration. implemented using Microsoft® System Center Operations Manager (SCOM) 2007 R2. deployment. • A private cloud management solution using System Center Virtual Machine Manager (SCVMM) 2008 R2 SP1 that allows for virtual machine lifecycle management (creation. Through a series of discussions and data collection processes. allowing Customer Name to take advantage of the automation. • • Private Cloud Vision Scope Doc for Pilot. The target infrastructure will be implemented using the core foundational components of a virtualized infrastructure. update.0.doc” 3 .

Accelerating Private Cloud DeploymentVersion Final Prepared by Author Name " DPS_02_Engagement_Playbook_May_2011_v1. cost reduction.These tools and evaluation criteria are based upon a set of recommendations coming from Microsoft Global Foundation Services. Private Cloud Vision Scope Doc for Pilot. This Vision and Scope document does not cover the technical aspects of the deployment or assessment process. and field experiences. Microsoft IT. and automation of operations. availability at required levels for business needs.doc” 4 .0. flexibility. in order to implement successfully existing Microsoft products to reach the objectives of a Private Cloud including Automation deployment: agility.

This allows for simplified provisioning to the business units.> The Customer Name IT environment is today only partially aligned with business needs.1 Background <Describe customer environment briefly and the challenges that they may be facing.doc” 5 . and costs are difficult to control while maintaining the same level of quality. since all the complexity is handled at the back end.0.1. Retain control over how the virtual machines (VMs) are provisioned by IT. The following information may be used as an example. Provide the tools to develop a more automated VM creation process. The goal of the Accelerating Private Cloud Deployment Limited Scope Pilot deployment is to provide an environment that allows Customer Name to: • • • • • • • • Begin managing and deploying within a flexible virtualized environment Monitor and act upon alerts triggered by System Center Operations Manager in the environment Centrally manage and control the server infrastructure using System Center Virtual Machine Manager. new value-added services are difficult and expensive to implement. as is true in many other enterprises. service level agreements are not easily met. During IT lifecycle management. Private Cloud Vision Scope Doc for Pilot. resources are not deployed optimally. Move the approval processes to the creation of environments rather than individual VMs. This allows for a degree of change management control while increasing the agility of the VM creation process. Delegate the creation and deletion of Virtual Machines to business units. Accelerating Private Cloud DeploymentVersion Final Prepared by Author Name " DPS_02_Engagement_Playbook_May_2011_v1. Provision infrastructure and create a mechanism for chargeback to business units.

Accelerating Private Cloud DeploymentVersion Final Prepared by Author Name " DPS_02_Engagement_Playbook_May_2011_v1.doc” 6 .0.Private Cloud Vision Scope Doc for Pilot.

maintenance and facility costs Lack of agility of the IT infrastructure including inability to respond to changing business requirements Lack of insight into the performance. Customer Name will be able to realize the significant advantages of an automated. 1.0.2 Vision Statement At Customer Name. In addition to the Limited Scope Pilot deployment itself. Customer Name expects to be able to improve significantly its ability to design and deliver virtualization and management capabilities to their organization consumers. Customer Name will deploy a limited scope pilot in their production environment. the automation and self-service capabilities of a private cloud will allow for a more efficient and rapid deployment of resources in the environment.3 Business Objectives <These are sample objectives. The assessment project fits into this vision by providing architects. Additionally. allowing them to become more efficient at providing IT services to the organization.PROJECT VISION AND SCOPE 1. the engagement will also include a workshop and environment assessment. thus laying a strong foundation for the dynamic data center. capacity and availability characteristics of these workloads In order to utilize fully the capabilities of an environment that is built upon Microsoft virtualization and management solutions. The primary challenges Customer Name intends to address with server virtualization are: • • • Physical and virtual server sprawl and associated hardware. The assessment will be used as a basis for adequately sizing and scoping the deployment of a solution to address these challenges in the production environment. Fill in as appropriate> Private Cloud Vision Scope Doc for Pilot. managed solution based upon Microsoft virtualization technologies. there are ever-increasing pressures and requirements put upon the IT server infrastructure. operational staff and management staff with a set of reports and proposals that will enable Customer Name IT staff to make accurate decisions when virtualizing components of their infrastructure. At the conclusion of this engagement. Accelerating Private Cloud DeploymentVersion Final Prepared by Author Name " DPS_02_Engagement_Playbook_May_2011_v1.doc” 7 . Customer Name has identified server virtualization and implementation of a private cloud infrastructure as a way to address these pressures and at the same time increase IT agility and efficiency.

Fill in as appropriate> Objective Consistent and standardized server environment Rationale Increases consistency and standardization across all servers to reduce provisioning and administration costs.Objective Reduced administration costs Rationale Standardizing and reducing servers should reduce the footprint of underutilized servers that require regular maintenance.doc” 8 . Reduced operations costs Reduced time to market Green IT 1. Accelerating Private Cloud DeploymentVersion Final Prepared by Author Name " DPS_02_Engagement_Playbook_May_2011_v1. Increased reliability and availability Improved service management Private Cloud Vision Scope Doc for Pilot. high availability configurations. Fewer support staff could therefore manage the same service demands. More effective storage management and service continuity solutions can also be implemented. Provisioning of an appropriate equipment environment. and dedicated support staff become more economical for larger server resources. Standardization and reduced complexity of service infrastructure facilitates commitment to more effective service management processes. By standardizing and virtualizing the environment there should be a reduction in the power consumption.4 Technical Objectives <These are sample objectives. Service capacity and growth are achieved with better utilization of resources and lower data center costs. which also reduces the amount of energy used. By standardizing servers and using server templates. It also allows underutilized resources to be turned off or moved.0. new applications can be deployed much more quickly into the production environment.

Simplified contingency planning solution Reduced complexity of service infrastructure will enable more services to be restored when a site failure occurs.Objective Rationale tools.6. Accelerating Private Cloud DeploymentVersion Final Prepared by Author Name " DPS_02_Engagement_Playbook_May_2011_v1. Availability 1.0.doc” 9 . and automated system administration. Consolidation of multiple workloads into a virtualized environment along with failover clustering provides high availability and quick migration of virtual machines between physical nodes. Fill in as appropriate> Objective Proper capacity planning Rationale Output from the toolkit will help size virtualization hosts properly.5 Operational Objectives <These are sample objectives. which will help optimize host utilization and ensure better guest VM performance Optimal guest VM distribution 1. Private Cloud Vision Scope Doc for Pilot.6 1.1 Scope of Project In Scope The timeline below defines the tasks that are in scope for this engagement. resulting in better operational efficiency Output from the MAP toolkit will identify optimal methods of distributing workloads.

0 The workshop will also discuss methods of achieving high availability. Concurrent with the workshop.Day 1 Day 2 Day 3 Day 4 Day 5 Kickoff meeting Set up and configure MAP Week 1 Week 2 Week 3 Tool (runs for several days) Architectural Design Workshop MAP tool runs Architectural Design Workshop MAP tool runs Architectural Design Workshop MAP tool runs Evaluate and compile documentation from MAP tool output Review of MAP Tool output Discuss and design limited Pilot deployment Discuss and design limited Pilot deployment Begin limited scope pilot deployment Limited scope Pilot deployment Limited scope Pilot deployment Limited scope Pilot deployment Limited scope Pilot deployment Limited scope Pilot deployment Limited scope Pilot deployment Limited scope Pilot deployment Review of limited scope Pilot deployment Closeout meeting First.doc” 10 . a workshop will be conducted with Customer Name staff to provide architectural and design information related to a Windows virtualization solution involving: • • • • • Microsoft Windows Server 2008 R2 SP1 Hyper-V Microsoft® System Center Operations Manager (SCOM) 2007 R2 System Center Virtual Machine Manager (SCVMM) 2008 R2 SP1 (Optional) Opalis Integration Server System Center Virtual Machine Manager Self-Service Portal (SCVMMSSP) v2. Accelerating Private Cloud DeploymentVersion Final Prepared by Author Name " DPS_02_Engagement_Playbook_May_2011_v1.0. managing and monitoring the solution. the Microsoft Assessment and Planning Toolkit will be configured to run in the production environment. The MAP toolkit includes a set of environmental analyses Private Cloud Vision Scope Doc for Pilot.

Planning. Activities Out-of-Scope Development of custom application services Justification Scope and Time Limitations of Engagement Development of a Platform-as-a-Service solution (PaaS) Development of a Software-as-a-Service solution (SaaS) Interaction with / integration with a public cloud Design or deployment of a private or public cloud solution Scope of Engagement Scope of Engagement Scope of Engagement Scope of Engagement Private Cloud Vision Scope Doc for Pilot. Since the assessment itself does not represent a change to the Customer Name production environment. it does not typically require all the standard phases typically used in the Microsoft Solution Framework (MSF).doc” 11 . including an Envisioning. the Limited Scope Pilot will be deployed into the production environment. 1.2 Out of Scope <These are examples. Customer Name will be provided with a set of documentation identifying suitable virtualization candidates in the environment. This assessment will be performed against no more than 200 physical or virtual servers in a single physical location. and standards. It is anticipated that the production environment already contains the following services and that these are functional and in a healthy state: • • • • Active Directory® DNS DHCP Group Policies The Pilot deployment will be configured manually. Once this assessment has been completed.6.> The following capabilities are outside the scope of this engagement. Deploying and Stabilizing phase Following the workshop. and will take into account the existing infrastructure.that will help Customer Name better understand the potential benefits of deploying a Hyper-V based virtualization solution. Accelerating Private Cloud DeploymentVersion Final Prepared by Author Name " DPS_02_Engagement_Playbook_May_2011_v1. It will also provide sizing recommendations for virtualization hosts and will also provide recommendations for guest VM placement for optimal performance.0. operational environment. Replace the content of these tables with the actual customer requirements.

implementation of the solution into production may require allowances in this area in order to complete the rollout in the time allotted. Results Analysis Workbook: This document contains information collected during the assessment that forms the basis of the Results Analysis Guide. and therefore assumes that there are sufficient resources available (servers. due to the very limited timeframe of this engagement. networking. The work will run concurrently. However. Accelerating Private Cloud DeploymentVersion Final Prepared by Author Name " DPS_02_Engagement_Playbook_May_2011_v1. Limited Pilot Deployment: The limited scope pilot deployment will include implementing the various elements of a Microsoft virtualization and automation solution in the production environment. and so on) to begin deploying a pilot environment without being required to purchase and deploy new hardware. Existing Organization Name change control policies will be observed.1 • • Assumptions Organization Name will be granted access to run the MAP tool in the customer network.7.doc” 12 . • • • Private Cloud Vision Scope Doc for Pilot. Existing infrastructure services will be utilized in the Pilot deployment.7 • Project Deliverables Architectural Design Workshop: The workshop will provide information regarding each of the components of the virtualization environment and will describe architectural and design guidance.0. Results Analysis Guide: This document provides information that was collected by the toolkits and presents the findings in a manner that illustrates the benefits of a Hyper-V based virtualization solution. The deliverables for this engagement will be the following: • • • 1.Activities Out-of-Scope Justification Interaction with / integration to an on-premises existing infrastructure / data center Development of management solutions based on products other than those embedded in the System Center suite Service level dashboard or scorecards and related negotiations with business units Scope of Engagement Scope of Engagement Scope of Engagement 1. The Pilot deployment will not include any work involving physical-to-virtual (P2V) conversion of guest machines.

Provide a framework for discussing how Customer Name may continue to utilize a Private Cloud including Automation to provide greater elasticity to their environment. It will therefore not be possible to capture all variations in server performance that may occur over a longer timeframe as a result of business cycles or processes. all servers must be members of the same Active Directory domain and there must be not be any firewall restrictions in place that would prevent them from being inventoried.aspx?FamilyID=67240b76-3148-4e49-943d4d9ea7f77730&displaylang=en The assessment will run for a period of several days.8 Solution A Microsoft Deployment Planning Service engagement consists of a set of time-limited tasks designed to help educate customers and deploy technology in a methodical manner.7.0.doc” 13 . • Private Cloud Vision Scope Doc for Pilot. and how service levels could be managed using System Center monitoring.2 • Constraints Scope of the assessment will be limited to 200 servers. Details on how to configure inventoried machines are noted in the Getting Started Guide located here: http://www. Additionally.1. these must all exist in a single physical site.microsoft. The Server Virtualization and Management: Deployment Planning Services assessment engagement consists of the following discrete set of tasks: The 15 day Accelerating Private Cloud Deployment engagement includes: • • • Architectural Design Workshop MAP Toolkit Assessment Demonstrate the capabilities of a Private Cloud limited pilot solution deployed into production using the following technologies: o o o o • System Center Virtual Machine Manager 2008 R2 SP1 Windows Server 2008 R2 SP1 with Hyper-V System Center Operations Manager 2007 R2 System Center Virtual Machine Manager Self-Service Portal v2. • • 1.com/downloads/en/details. Accelerating Private Cloud DeploymentVersion Final Prepared by Author Name " DPS_02_Engagement_Playbook_May_2011_v1. workflow and management tools. Servers must also allow remote WMI execution. The Pilot environment will be integrated into the production environment and will therefore likely require change control processes to be observed.0 Demonstrate how these could be used to provision new servers in an automated manner.

and features of any product. Their goal is to work creatively to deliver as much value as possible. and cheap. With this strategy.” The reality is that. This limited group of people is asked to deliver the desirable features by a deadline set in the future. Organization Name recommends the project management strategy illustrated in the figure below.1. but meet the time deadline. fast. other project management strategies can be devised. in order to avoid conflicting strategies.0. but they must adhere to the following rules: • • One column must be checked in each row indicating how that attribute will be managed. Accelerating Private Cloud DeploymentVersion Final Prepared by Author Name " DPS_02_Engagement_Playbook_May_2011_v1. Private Cloud Vision Scope Doc for Pilot. This strategy is known as “shipping is a feature. constrain. No column can be checked more than once. if any two of those attributes are achieved successfully. Any of those three attributes can be managed in order to optimize.doc” 14 .9 Project Management Strategy In the best possible world. The goal of this strategy is to understand the customer’s desires and needs and rank them from most important to least important. or accept its outcome. the third cannot be satisfied. the project team and customers must accept that some features will not be in the final product. In order to do this. even important features may be left out of a specific version of a product if the benefit delivered by releasing the product outweighs the opportunity cost lost to a feature’s absence. all products could be delivered “good. Figure 1: Project Management Trade-off Matrix A desired upper limit on the project’s budget constrains the resources that can be applied. delivery dates. Project management requires that a balance be struck among resources/cost.” Using the matrix in the preceding figure.