Private Cloud Vision Scope Pilot

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Private Cloud Vision Scope Docfor PilotAccelerating Private Cloud Deployment

Prepared for

Customer Name

Saturday, December 31, 2011

Version Final

Prepared by

Contributors

[Document Contributor]


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Private Cloud Vision Scope Doc for Pilot, Accelerating Private Cloud

DeploymentVersion Final

Prepared by Author Name"DPS_02_Engagement_Playbook_May_2011_v1.0.doc

Table of Contents

Private Cloud Vision Scope Doc for Pilot................................................................................1

Introduction................................................................................................................................3

1.1 Background........................................................................................................................................5

Project Vision and Scope..........................................................................................................7

1.2 Vision Statement ...............................................................................................................................71.3 Business Objectives ..........................................................................................................................7

1.4 Technical Objectives..........................................................................................................................8

1.5 Operational Objectives.......................................................................................................................9

1.6 Scope of Project.................................................................................................................................9

1.6.1 In Scope......................................................................................................................................91.6.2 Out of Scope.............................................................................................................................11

1.7 Project Deliverables...................................................................................................................... ...12

1.7.1 Assumptions.............................................................................................................................121.7.2 Constraints................................................................................................................................13

1.8 Solution............................................................................................................................................13

1.9 Project Management Strategy..........................................................................................................14

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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.

The target infrastructure will be implemented using the core foundational components of a

virtualized infrastructure. 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 Hyper-

V

A monitoring solution, implemented using Microsoft System Center Operations Manager

(SCOM) 2007 R2.

A private cloud management solution using System Center Virtual Machine Manager

(SCVMM) 2008 R2 SP1 that allows for virtual machine lifecycle management (creation,

deployment, update, optimized allocation, provisioning on demand, failover management,

and so on).

Tenant/user self-service portal using System Center Virtual Machine Manager Self-Service

Portal (SCVMMSSP) v2.0.

The purpose of this document is to provide a sufficient level of detail about each element of the

solution architecture, explaining in exact and specific terms what the delivery team will build anddeploy during the pilot.

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, describe how they can be implemented

and identify points of integration, which facilitate management, and monitoring of the overall

solution.

Through a series of discussions and data collection processes, 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. Provide a customized report detailing the results of this

assessment.

Deploy a Limited Scope Pilot into the Customer Name production environment, allowing

Customer Name to take advantage of the automation, management, monitoring and other

capabilities built into a Microsoft virtualization solution using the technologies noted above.

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These tools and evaluation criteria are based upon a set of recommendations coming from

Microsoft Global Foundation Services, Microsoft IT, and field experiences, in order to implement

successfully existing Microsoft products to reach the objectives of a Private Cloud including

Automation deployment: agility, flexibility, availability at required levels for business needs, cost

reduction, and automation of operations.

This Vision and Scope document does not cover the technical aspects of the deployment or

assessment process.

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1.1 Background

The Customer Name IT environment is today only partially aligned with business needs. During IT

lifecycle management, as is true in many other enterprises, new value-added services are

difficult and expensive to implement, resources are not deployed optimally, service level

agreements are not easily met, and costs are difficult to control while maintaining the same level

of quality.

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.

Provision infrastructure and create a mechanism for chargeback to business units.

Delegate the creation and deletion of Virtual Machines to business units. Retain control over how the virtual machines (VMs) are provisioned by IT.

Provide the tools to develop a more automated VM creation process. This allows for simplified

provisioning to the business units, since all the complexity is handled at the back end.

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.

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PROJECT VISIONAND SCOPE

1.2 Vision Statement

At Customer Name, there are ever-increasing pressures and requirements put upon the IT server

infrastructure. 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. The primary challenges Customer Name intends to address with server

virtualization are:

Physical and virtual server sprawl and associated hardware, 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, 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, Customer Name will deploy a limited scope pilot in their production

environment.

In addition to the Limited Scope Pilot deployment itself, the engagement will also include a

workshop and environment assessment. 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.

The assessment project fits into this vision by providing architects, 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, allowing them to

become more efficient at providing IT services to the organization.

At the conclusion of this engagement, Customer Name expects to be able to improve significantly

its ability to design and deliver virtualization and management capabilities to their organization

consumers, thus laying a strong foundation for the dynamic data center. Customer Name will be

able to realize the significant advantages of an automated, managed solution based upon

Microsoft virtualization technologies. Additionally, the automation and self-service capabilities of

a private cloud will allow for a more efficient and rapid deployment of resources in the

environment.

1.3 Business Objectives

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Objective Rationale

Reduced administration costs Standardizing and reducing servers should

reduce the footprint of underutilized servers

that require regular maintenance. Fewer

support staff could therefore manage the same

service demands.

Reduced operations costs Service capacity and growth are achieved with

better utilization of resources and lower data

center costs.

Reduced time to market By standardizing servers and using server

templates, new applications can be deployedmuch more quickly into the production

environment.

Green IT By standardizing and virtualizing the

environment there should be a reduction in the

power consumption. It also allows underutilized

resources to be turned off or moved, which also

reduces the amount of energy used.

1.4 Technical Objectives

Objective Rationale

Consistent and standardized server

environment

Increases consistency and standardization

across all servers to reduce provisioning and

administration costs.

Increased reliability and availability Provisioning of an appropriate equipment

environment, high availability configurations,

and dedicated support staff become more

economical for larger server resources. More

effective storage management and service

continuity solutions can also be implemented.

Improved service management Standardization and reduced complexity of

service infrastructure facilitates commitment to

more effective service management processes,

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Objective Rationale

tools, and automated system administration.

Simplified contingency planning solution Reduced complexity of service infrastructure

will enable more services to be restored when a

site failure occurs.

Availability Consolidation of multiple workloads into a

virtualized environment along with failover

clustering provides high availability and quick

migration of virtual machines between physical

nodes.

1.5 Operational Objectives

Objective Rationale

Proper capacity planning Output from the toolkit will help size

virtualization hosts properly, resulting in better

operational efficiency

Optimal guest VM distribution Output from the MAP toolkit will identify

optimal methods of distributing workloads,

which will help optimize host utilization and

ensure better guest VM performance

1.6 Scope of Project

1.6.1 In Scope

The timeline below defines the tasks that are in scope for this engagement.

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Day 1 Day 2 Day 3 Day 4 Day 5

Week1

Kickoff meeting

Set up and

configure MAP

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

Week2

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

We

ek3

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, 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) v2.0

The workshop will also discuss methods of achieving high availability, managing and monitoring

the solution.

Concurrent with the workshop, the Microsoft Assessment and Planning Toolkit will be configured

to run in the production environment. The MAP toolkit includes a set of environmental analyses

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that will help Customer Name better understand the potential benefits of deploying a Hyper-V

based virtualization solution. This assessment will be performed against no more than 200

physical or virtual servers in a single physical location.

Once this assessment has been completed, Customer Name will be provided with a set of

documentation identifying suitable virtualization candidates in the environment. It will also

provide sizing recommendations for virtualization hosts and will also provide recommendations

for guest VM placement for optimal performance.

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), including an Envisioning, Planning, Deploying and Stabilizing phase

Following the workshop, the Limited Scope Pilot will be deployed into the production

environment. 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, and will take into account the existing

infrastructure, operational environment, and standards.

1.6.2 Out of Scope

The following capabilities are outside the scope of this engagement.

Activities Out-of-Scope Justification

Development of custom application services Scope and Time

Limitations of

Engagement

Development of a Platform-as-a-Service solution (PaaS) Scope of Engagement

Development of a Software-as-a-Service solution (SaaS) Scope of Engagement

Interaction with / integration with a public cloud Scope of Engagement

Design or deployment of a private or public cloud solution Scope of Engagement

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Activities Out-of-Scope Justification

Interaction with / integration to an on-premises existing infrastructure / data center Scope of Engagement

Development of management solutions based on products other than those

embedded in the System Center suite

Scope of Engagement

Service level dashboard or scorecards and related negotiations with business units Scope of Engagement

1.7 Project Deliverables

The deliverables for this engagement will be the following:

Architectural Design Workshop: The workshop will provide information regarding each

of the components of the virtualization environment and will describe architectural and

design guidance.

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.

Results Analysis Workbook:This document contains information collected during the

assessment that forms the basis of the Results Analysis Guide.

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.

1.7.1 Assumptions

Organization Name will be granted access to run the MAP tool in the customer network.

The work will run concurrently, and therefore assumes that there are sufficient resources

available (servers, networking, and so on) to begin deploying a pilot environment without

being required to purchase and deploy new hardware.

Existing infrastructure services will be utilized in the Pilot deployment.

Existing Organization Name change control policies will be observed. However, due to the

very limited timeframe of this engagement, implementation of the solution into production

may require allowances in this area in order to complete the rollout in the time allotted.

The Pilot deployment will not include any work involving physical-to-virtual (P2V) conversion

of guest machines.

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1.7.2 Constraints

Scope of the assessment will be limited to 200 servers; these must all exist in a singlephysical site. Additionally, 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. Servers must also allow remote WMI execution. Details on how to

configure inventoried machines are noted in the Getting Started Guide located here:

http://www.microsoft.com/downloads/en/details.aspx?FamilyID=67240b76-3148-4e49-943d-

4d9ea7f77730&displaylang=en

The assessment will run for a period of several days. 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.

The Pilot environment will be integrated into the production environment and will therefore

likely require change control processes to be observed.

1.8 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. 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 System Center Virtual Machine Manager 2008 R2 SP1

o Windows Server 2008 R2 SP1 with Hyper-V

o System Center Operations Manager 2007 R2

o System Center Virtual Machine Manager Self-Service Portal v2.0

Demonstrate how these could be used to provision new servers in an automated manner, and

how service levels could be managed using System Center monitoring, workflow and

management tools. Provide a framework for discussing how Customer Name may continue to utilize a Private

Cloud including Automation to provide greater elasticity to their environment.

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http://www.microsoft.com/downloads/en/details.aspx?FamilyID=67240b76-3148-4e49-943d-4d9ea7f77730&displaylang=enhttp://www.microsoft.com/downloads/en/details.aspx?FamilyID=67240b76-3148-4e49-943d-4d9ea7f77730&displaylang=enhttp://www.microsoft.com/downloads/en/details.aspx?FamilyID=67240b76-3148-4e49-943d-4d9ea7f77730&displaylang=enhttp://www.microsoft.com/downloads/en/details.aspx?FamilyID=67240b76-3148-4e49-943d-4d9ea7f77730&displaylang=en


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1.9 Project Management Strategy

In the best possible world, all products could be delivered good, fast, and cheap. The reality is

that, if any two of those attributes are achieved successfully, the third cannot be satisfied. Project

management requires that a balance be struck among resources/cost, delivery dates, and

features of any product. Any of those three attributes can be managed in order to optimize,

constrain, or accept its outcome. Organization Name recommends the project management

strategy illustrated in the figure below.

Figure 1: Project Management Trade-off Matrix

A desired upper limit on the projects budget constrains the resources that can be applied. This

limited group of people is asked to deliver the desirable features by a deadline set in the future.

Their goal is to work creatively to deliver as much value as possible, but meet the time deadline.In order to do this, the project team and customers must accept that some features will not be in

the final product. The goal of this strategy is to understand the customers desires and needs and

rank them from most important to least important. With this strategy, 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 features absence. This strategy is known as shipping is

a feature.

Using the matrix in the preceding figure, other project management strategies can be devised,

but they must adhere to the following rules:

One column must be checked in each row indicating how that attribute will be managed.

No column can be checked more than once, in order to avoid conflicting strategies.

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Private Cloud Vision Scope Pilot