Data Centre Strategy & Migration Services

Transcription

1 PROPOSAL FOR DYLAN THOMAS Data Centre Strategy & Migration Services Version: 1.1 Status: Draft Date: April 14 CS Technology 21 Ironmonger Lane LONDON EC2V 8EY Page 1 of 10

2 CONTENTS 1. DATA CENTRE STRATEGY KEY STRATEGIC THEMES DATA CENTRE STRATEGIC DEVELOPMENT THE FUTURE STATE MODEL MIGRATION SYNOPSIS MIGRATION METHODOLOGY MIGRATION OPTIONS OVERVIEW OF CS TECHNOLOGY... 9 Page 2 of 10

3 1. DATA CENTRE STRATEGY CST has a unique approach to developing corporate data centre strategies. Our approach builds upon the standard view of the data centre estate and its operating model, incorporating a sophisticated model of the economics of the estate, and the ecosystem that will most efficiently support it DC strategies are now being developed that include a mixed approach to service delivery, with many services being sourced from external providers, whether cloud or more traditional managed/outsourced service providers Strategies now need to include how best to orchestrate and broker services within the overall corporate IT estate, and recognise the impact on the IT organisation There is also a significant opportunity to look for new ways of financially engineering the data centre estate to reflect corporate balance sheet strategy This presentation demonstrates CST s approach to developing future state models for corporate DC strategies, and how CST can help clients achieve the greatest return for their investment in IT infrastructure 1.1. Key Strategic Themes Global Strategies with centralised management Many of the key benefits, financial and others, will only be realised and maximised if a global approach is taken Centralising data centre operations will help maximise Opex reductions Utilising the same underlying technologies in all regions will help ensure a consistent global portfolio Harmonising operations globally will allow for more flexible and cost effective service delivery models Organisational structure A mixed model of internal and outsource services will likely require organisational transformation A global governance model will help ensure global compliance with the strategy Internal ownership and accountability will need to reflect the global approach Internal costings (recovery rates) can be calculated on a global basis for a single chargeback mechanism Key targets for consolidation Global model for delivery of data centre capacity and technical services A single model for design Centralised management and reporting On-demand provision of capacity Reduction in operational management overhead Page 3 of 10

4 Funding Options The data centre strategy can be funded in a number of ways that are compliant with GAAP/IFRS regulations to suit balance sheet Options can be developed to tune the balance of Capex and Opex 1.2. Data Centre Strategic Development CST uses a 3-stage process for developing data centre strategies 1.3. The Future State Model Page 4 of 10

5 2. MIGRATION SYNOPSIS Data centre migrations are complex, risky and can present a daunting prospect, as it is one of the few IT changes that will fundamentally touch all aspects of technology within an organisation. Maintaining business processes while migrating mission critical applications with many interdependencies requires a level of knowledge and experience that is in limited supply. CST has learnt through advising many blue chip organisations on successful data centre migrations, that the adoption of a structured methodology can achieve a safe and successful outcome, providing the best balance of risk and cost, whilst remaining flexible to the needs of the business. It follows three key stages: 1. Strategy Development deciding the best solution and approach 2. Detailed Analysis and Planning establishing how to implement the solution and achieve the desired result 3. Execution implementing the activities required to complete the desired result 3. MIGRATION METHODOLOGY CST has been managing projects of this nature for many years and has perfected a robust and practical methodology for migration programmes. In order to provide fixedprice quotations CST uses a 3-phase, proven process methodology for all migrations. The key principle is that each phase defines the scope, plan and budget of the next phase. The first phase, which is a discovery and analysis exercise, produces a Migration Strategy which allows CST to determine the costs and timescales required for the detailed planning and execution of the rest of the migration programme. Page 5 of 10

6 In particularly large and complex migrations, CST recommends separating the detailed planning and execution phases so that more accurate cost certainty can be provided, but the target is normally to provide cost certainty for the client through the provision of a single quote to cover the completion of the programme. We make significant use of repeatable processes and automated tools to streamline migration programmes, but there are no short cuts in our approach. All migrations start by developing a profound understanding of the applications and services that are moving. Throughout the process, business risk and continuity is a primary concern so the Migration Strategy phase determines how each application must be migrated, taking into account complexity, criticality, technical considerations, system inter-dependencies, continuity, and the overall risk profile. CST has a full range of migration methodologies to call upon and the detailed planning activities ensure that there is no wastage or overengineering of solutions. Throughout the programme, CST provides full programme and change management functions to ensure consistency of delivery. CST is also able to build teams and deploy automated toolsets to cover every aspect of the migration, from initial discovery audits through full delivery and handover to production. This allows our clients total flexibility to determine the level of engagement of their own resources, knowing that our teams of specialists will be capable of providing full coverage. However, our approach remains highly collaborative at all stages, with full communications plans throughout, a thorough documentation process and a mature set of monitoring and reporting tools at our disposal to ensure that our clients are always on top of progress and status Migration Options CST has developed a range of techniques for migrating applications and services, which take into account a number of factors such as risk and complexity. Table 1 provides a list of migration options and their attributes. The migration strategy phase breaks down the entire inventory of hardware and software, and maps out the inter-dependencies between all components, before determining the most appropriate migration methodology. Most migration programmes have to be delivered as a series of events, during which a controlled sub-set of the IT estate will be migrated into the target facility. The migration strategy phase will lay out how those events are scheduled, taking into account any business-sensitive black-out periods (such as financial year-ends). Migration event planning will ensure that co-dependent systems are migrated together, so that network latency or related proximity issues do not cause outages or performance problems. In developing the optimum strategy, consideration will also be given to a number of factors in terms of impact and risk. Table 2 describes impacts and observations associated with key elements of a migration. Page 6 of 10

7 Table 1: Migration Options Migration Type Description Key Criteria V2V Virtual Copy V2V Seed and Swing P2V Image Creation P2P Physical to Physical Forklift (lift and shift) P2P Physical to Physical Seed and Swing Application De-Allocation Decommission Virtual to Virtual Migration Copy VM instance between VM clusters Provision new VM at target site Install application on new VM and associate with storage Physical to Virtual Migration Build and/or copy physical server application instance to a virtual guest Physical to Physical Migration Relocate (lift and shift) existing hardware to target DC Data copy or backup Physical to physical migration Deploy new server and install app. Frame to Frame or copy of data Reconfigure of application Decommission of physical device Retire/shutdown application services Hardware remains in place Data destroyed or retained De-allocate application services Hardware shutdown / removed / repurposed Data wiped or retained Page 7 of 10 Already VM Capacity in Target DC VM farm and storage Already VM Capacity in Target DC VM farm and storage Application characteristics suitable for hosting on VM environment Capacity in Target DC VM farm and storage Non-Production or Hot/Critical DR No mission critical dependency Platform meets current standards Depreciation value remaining > 1 year Mission critical system process Limited outage window Optimisation of platform (e.g. Hardware is end of life or OS no longer supported) Application is (will be) retired prior to site completion date 3 months Consolidated or outsourced/ replaced Application is (will be) retired prior to site completion data 3 months Hardware is still supported (only applicable to repurpose)

8 Table 2: Migration Impacts Migration Properties Lift & Shift Seed Swing & Virtual Capital Low High High Human Resource Moderate High High Speed of Room Exit Target Location Space / Power efficiency Risk to Application Stability Refresh Opportunity Application Outage Window Fast Slower Slower Moderate to Low High High High Low Low Low High High Moderate Low Low Observations Purchasing new hardware is a burden until enough swing hardware can seed future moves Measure of reconfiguring equipment vs. having to install and configure new system Fast removal of hardware pressures remaining tenants to move as well Moving older hardware may negate virtualisation opportunities and power efficiency Risk is that the Lifted system may be jostled during the relocation. Potential disruption to source systems Swing hardware provides for instant refresh of older hardware Lift & Shift outage is higher since the equipment will be offline during the move Page 8 of 10

9 4. OVERVIEW OF CS TECHNOLOGY CS Technology (CST) is a leading IT advisory firm that provides strategy and implementation services to some over the world s leading organisations. The firm s unique domain expertise, exceptionally nimble business model, and outstanding financial acumen help clients enhance the bottom-line performance of their enterprise infrastructure, data centers, and other technology-driven initiatives. For over twenty years, CST has worked with industry leaders on 4,000 plus projects that represent over 20 billion in total spend and more that 60 million square feet of technology space having been successfully managed and implemented. The following represents a sample client listing: CST is recognised as a global leader in the full lifecycle management of corporate data centre programmes and projects, including strategy development, business and technology requirements development, negotiation, design, build, implementation/migration, and operational optimisation. With a significant history of supporting large corporates in delivering some of the largest and most complex migrations in recent history, CST has the credentials, experience and talent to excel in delivering exactly this type of service management project. Page 9 of 10

10 Some examples of CST s migration experience are shown in the table below: Client Engagement Duration (months) Total # Migrated Instances AIG Data Centre Migration - Greenfield 34 4,400 AIG Merrill Lynch Data Centre Migrations - Regional Branch HQ's Data Centre Migration - Greenfield (Consolidation 3 DC's into 2) 30 1, ,500 Fannie Mae Data Centre Migration - Greenfield Highmark Data Centre Migration - Greenfield Jefferies Alliance Bernstein Reed Elsevier NYSE Data Centre Migration - Greenfield 27 2,600 Princeton Univ. Data Centre Migration - Greenfield 26 1,100 Fidelity Data Centre Migration - Greenfield Bank of America Data Centre Migration - Merger / 28 12,000 / Merrill Lynch Integration (DCI) (multiple locations - 7 into 5) Ford Foundation Proskauer Rose White & Case GSA Alliance Bernstein Computer Associates Nomura CIT Data Centre Migration - Upgrade Existing (Non Production) , , , Page 10 of 10