openstack-manuals/doc/arch-design/introduction/section_methodology.xml
asettle 3d4f729b10 Edits to the arch guide
1. Removal of unnecessary content
2. Rephasing of current content for clarity

Change-Id: I02335fb4b0c80d7764b5e79e2317421ff86ec2bb
2015-08-28 15:30:15 +10:00

205 lines
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XML

<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE section [
<!ENTITY % openstack SYSTEM "../../common/entities/openstack.ent">
%openstack;
]>
<section xmlns="http://docbook.org/ns/docbook"
xmlns:xi="http://www.w3.org/2001/XInclude"
xmlns:xlink="http://www.w3.org/1999/xlink"
version="5.0"
xml:id="methodology">
<title>Methodology</title>
<para>The best way to design your cloud architecture is through creating and
testing use cases. Planning for applications that support thousands of
sessions per second, variable workloads, and complex, changing data,
requires you to identify the key meters. Identifying these key meters,
such as number of concurrent transactions per second, and size of
database, makes it possible to build a method for testing your assumptions.</para>
<para>Use a functional user scenario to develop test cases, and to measure
overall project trajectory.</para>
<note>
<para>If you do not want to use an application to develop user
requirements automatically, you need to create requirements to build
test harnesses and develop usable meters.</para>
</note>
<para>Establishing these meters allows you to respond to changes quickly without
having to set exact requirements in advance.
This creates ways to configure the system, rather than redesigning
it every time there is a requirements change.</para>
<important>
<para>It is important to limit scope creep. Ensure you address tool limitations,
but do not recreate the entire suite of tools. Work
with technical product owners to establish critical features that are needed
for a successful cloud deployment.</para>
</important>
<section xml:id="application-cloud-readiness-methods">
<title>Application cloud readiness</title>
<para>The cloud does more than host virtual machines and their applications.
This <emphasis>lift and shift</emphasis>
approach works in certain situations, but there is a fundamental
difference between clouds and traditional bare-metal-based
environments, or even traditional virtualized environments.</para>
<para>In traditional environments, with traditional enterprise
applications, the applications and the servers that run on them are
<emphasis>pets</emphasis>.
They are lovingly crafted and cared for, the servers have
names like Gandalf or Tardis, and if they get sick someone nurses
them back to health. All of this is designed so that the application
does not experience an outage.</para>
<para>In cloud environments, servers are more like
cattle. There are thousands of them, they get names like NY-1138-Q,
and if they get sick, they get put down and a sysadmin installs
another one. Traditional applications that are unprepared for this
kind of environment may suffer outages, loss of data, or
complete failure.</para>
<para>There are other reasons to design applications with the cloud in mind.
Some are defensive, such as the fact that because applications cannot be
certain of exactly where or on what hardware they will be launched,
they need to be flexible, or at least adaptable. Others are
proactive. For example, one of the advantages of using the cloud is
scalability. Applications need to be designed in such a way that
they can take advantage of these and other opportunities.</para>
</section>
<section xml:id="determining-whether-an-application-is-cloud-ready">
<title>Determining whether an application is cloud-ready</title>
<para>There are several factors to take into consideration when looking
at whether an application is a good fit for the cloud.</para>
<variablelist>
<varlistentry>
<term>Structure</term>
<listitem>
<para>
A large, monolithic, single-tiered, legacy
application typically is not a good fit for the
cloud. Efficiencies are gained when load can be
spread over several instances, so that a failure
in one part of the system can be mitigated without
affecting other parts of the system, or so that
scaling can take place where the app needs
it.
</para>
</listitem>
</varlistentry>
<varlistentry>
<term>Dependencies</term>
<listitem>
<para>
Applications that depend on specific
hardware, such as a particular chip set or an
external device such as a fingerprint
reader, might not be a good fit for the
cloud, unless those dependencies are specifically
addressed. Similarly, if an application depends on
an operating system or set of libraries that
cannot be used in the cloud, or cannot be
virtualized, that is a problem.
</para>
</listitem>
</varlistentry>
<varlistentry>
<term>Connectivity</term>
<listitem>
<para>
Self-contained applications, or those that depend
on resources that are not reachable by the cloud
in question, will not run. In some situations,
you can work around these issues with custom network
setup, but how well this works depends on the
chosen cloud environment.
</para>
</listitem>
</varlistentry>
<varlistentry>
<term>Durability and resilience</term>
<listitem>
<para>
Despite the existence of SLAs, things break:
servers go down, network connections are
disrupted, or too many tenants on a server make a
server unusable. An application must be sturdy
enough to contend with these issues.
</para>
</listitem>
</varlistentry>
</variablelist>
</section>
<section xml:id="designing-for-the-cloud">
<title>Designing for the cloud</title>
<para>Here are some guidelines to keep in mind when designing an
application for the cloud:</para>
<itemizedlist>
<listitem>
<para>Be a pessimist: Assume everything fails and design
backwards.</para>
</listitem>
<listitem>
<para>Put your eggs in multiple baskets: Leverage multiple
providers, geographic regions and availability zones to
accommodate for local availability issues. Design for
portability.</para>
</listitem>
<listitem>
<para>Think efficiency: Inefficient designs will not scale.
Efficient designs become cheaper as they scale. Kill off
unneeded components or capacity.</para>
</listitem>
<listitem>
<para>Be paranoid: Design for defense in depth and zero
tolerance by building in security at every level and between
every component. Trust no one.</para>
</listitem>
<listitem>
<para>But not too paranoid: Not every application needs the
platinum solution. Architect for different SLA's, service
tiers, and security levels.</para>
</listitem>
<listitem>
<para>Manage the data: Data is usually the most inflexible and
complex area of a cloud and cloud integration architecture.
Do not short change the effort in analyzing and addressing
data needs.</para>
</listitem>
<listitem>
<para>Hands off: Leverage automation to increase consistency and
quality and reduce response times.</para>
</listitem>
<listitem>
<para>Divide and conquer: Pursue partitioning and
parallel layering wherever possible. Make components as small
and portable as possible. Use load balancing between layers.
</para>
</listitem>
<listitem>
<para>Think elasticity: Increasing resources should result in a
proportional increase in performance and scalability.
Decreasing resources should have the opposite effect.
</para>
</listitem>
<listitem>
<para>Be dynamic: Enable dynamic configuration changes such as
auto scaling, failure recovery and resource discovery to
adapt to changing environments, faults, and workload volumes.
</para>
</listitem>
<listitem>
<para>Stay close: Reduce latency by moving highly interactive
components and data near each other.</para>
</listitem>
<listitem>
<para>Keep it loose: Loose coupling, service interfaces,
separation of concerns, abstraction, and well defined API's
deliver flexibility.</para>
</listitem>
<listitem>
<para>Be cost aware: Autoscaling, data transmission, virtual
software licenses, reserved instances, and similar costs can rapidly
increase monthly usage charges. Monitor usage closely.
</para>
</listitem>
</itemizedlist>
</section>
</section>