ARCHITECTING THE CLOUD

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3 ARCHITECTING THE CLOUD

4 Founded in 1807, John Wiley & Sons is the oldest independent publishing company in the United States. With offices in North America, Europe, Asia, and Australia, Wiley is globally committed to developing and marketing print and electronic products and services for our customers professional and personal knowledge and understanding. The Wiley CIO series provides information, tools, and insights to IT executives and managers. The products in this series cover a wide range of topics that supply strategic and implementation guidance on the latest technology trends, leadership, and emerging best practices. Titles in the Wiley CIO series include: The Agile Architecture Revolution: How Cloud Computing, REST-Based SOA, and Mobile Computing Are Changing Enterprise IT by Jason Bloomberg Big Data, Big Analytics: Emerging Business Intelligence and Analytic Trends for Today s Businesses by Michael Minelli, Michele Chambers, and Ambiga Dhiraj The Chief Information Officer s Body of Knowledge: People, Process, and Technology by Dean Lane CIO Best Practices: Enabling Strategic Value with Information Technology (Second Edition) by Joe Stenzel, Randy Betancourt, Gary Cokins, Alyssa Farrell, Bill Flemming, Michael H. Hugos, Jonathan Hujsak, and Karl Schubert The CIO Playbook: Strategies and Best Practices for IT Leaders to Deliver Value by Nicholas R. Colisto Enterprise Performance Management Done Right: An Operating System for Your Organization by Ron Dimon Executive s Guide to Virtual Worlds: How Avatars Are Transforming Your Business and Your Brand by Lonnie Benson IT Leadership Manual: Roadmap to Becoming a Trusted Business Partner by Alan R. Guibord Managing Electronic Records: Methods, Best Practices, and Technologies by Robert F. Smallwood On Top of the Cloud: How CIOs Leverage New Technologies to Drive Change and Build Value Across the Enterprise by Hunter Muller Straight to the Top: CIO Leadership in a Mobile, Social, and Cloud-based World (Second Edition) by Gregory S. Smith Strategic IT: Best Practices for Managers and Executives by Arthur M. Langer and Lyle Yorks

5 Transforming IT Culture: How to Use Social Intelligence, Human Factors, and Collaboration to Create an IT Department That Outperforms by Frank Wander Unleashing the Power of IT: Bringing People, Business, and Technology Together by Dan Roberts The U.S. Technology Skills Gap: What Every Technology Executive Must Know to Save America s Future by Gary J. Beach Architecting the Cloud: Design Decisions for Cloud Computing Service Models (SaaS, PaaS, and IaaS) by Michael Kavis

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7 ARCHITECTING THE CLOUD DESIGN DECISIONS FOR CLOUD COMPUTING SERVICE MODELS (SaaS, PaaS, AND IaaS) Michael Kavis

8 Cover Image: istockphoto/kalawin Cover Design: Wiley Copyright 2014 by Michael Kavis. All rights reserved. Published by John Wiley & Sons, Inc., Hoboken, New Jersey. Published simultaneously in Canada. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning, or otherwise, except as permitted under Section 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, Inc., 222 Rosewood Drive, Danvers, MA 01923, (978) , fax (978) , or on the Web at Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) , fax (201) , or online at Limit of Liability/Disclaimer of Warranty: While the publisher and author have used their best efforts in preparing this book, they make no representations or warranties with respect to the accuracy or completeness of the contents of this book and specifically disclaim any implied warranties of merchantability or fitness for a particular purpose. No warranty may be created or extended by sales representatives or written sales materials. The advice and strategies contained herein may not be suitable for your situation. You should consult with a professional where appropriate. Neither the publisher nor author shall be liable for any loss of profit or any other commercial damages, including but not limited to special, incidental, consequential, or other damages. For general information on our other products and services or for technical support, please contact our Customer Care Department within the United States at (800) , outside the United States at (317) or fax (317) Wiley publishes in a variety of print and electronic formats and by print-on-demand. Some material included with standard print versions of this book may not be included in e-books or in print-on-demand. If this book refers to media such as a CD or DVD that is not included in the version you purchased, you may download this material at For more information about Wiley products, visit ISBN (cloth) ISBN (epdf ) ISBN (epub) ISBN (o-book) Printed in the United States of America

9 I dedicate this book to my parents, John and Deme, and my brother, Bill, whose work ethic and drive to be the best in their fields serve as inspiration for me to excel and fully embrace my field of computer science.

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11 CONTENTS FOREWORD xiii PREFACE xv ACKNOWLEDGMENTS ABOUT THE AUTHOR xix xxi CHAPTER 1 Why Cloud, Why Now? 1 Evolution of Cloud Computing 3 Enter the Cloud 6 Start-Up Case Study: Instagram, from Zero to a Billion Overnight 8 Established Company Case Study: Netflix, Shifting from On-Premises to the Cloud 9 Government Case Study: NOAA, , and Collaboration in the Cloud 10 Not-for-Profit Case Study: Obama Campaign, Six-Month Shelf-Life with One Big Peak 10 Summary 11 CHAPTER 2 Cloud Service Models 13 Infrastructure as a Service 13 Platform as a Service 15 Software as a Service 17 Deployment Models 18 Summary 22 CHAPTER 3 Cloud Computing Worst Practices 23 Avoiding Failure When Moving to the Cloud 23 Migrating Applications to the Cloud 23 Misguided Expectations 27 Misinformed about Cloud Security 29 Selecting a Favorite Vendor, Not an Appropriate Vendor 31 Outages and Out-of-Business Scenarios 31 Underestimating the Impacts of Organizational Change 33 Skills Shortage 35 ix

12 x CONTENTS Misunderstanding Customer Requirements 36 Unexpected Costs 37 Summary 39 CHAPTER 4 It Starts with Architecture 41 The Importance of Why, Who, What, Where, When, and How 41 Start with the Business Architecture 43 Identify the Problem Statement (Why) 47 Evaluate User Characteristics (Who) 48 Identify Business and Technical Requirements (What) 48 Visualize the Service Consumer Experience (Where) 49 Identify the Project Constraints (When and with What) 51 Understand Current State Constraints (How) 52 Summary 54 CHAPTER 5 Choosing the Right Cloud Service Model 55 Considerations when Choosing a Cloud Service Model 56 When to Use SaaS 59 When to Use PaaS 62 When to Use IaaS 65 Common Cloud Use Cases 68 Summary 69 CHAPTER 6 The Key to the Cloud: RESTful Services 71 Why REST? 72 The Challenges of Migrating Legacy Systems to the Cloud 74 Summary 75 CHAPTER 7 Auditing in the Cloud 77 Data and Cloud Security 78 Auditing Cloud Applications 78 Regulations in the Cloud 80 Audit Design Strategies 83 Summary 85

13 CONTENTS xi CHAPTER 8 Data Considerations in the Cloud 87 Data Characteristics 87 Multitenant or Single Tenant 92 Choosing Data Store Types 95 Summary 98 CHAPTER 9 Security Design in the Cloud 99 The Truth about Data in the Cloud 100 How Much Security Is Required 101 Responsibilities for Each Cloud Service Model 104 Security Strategies 108 Areas of Focus 110 Summary 118 CHAPTER 10 Creating a Centralized Logging Strategy 119 Log File Uses 119 Logging Requirements 120 Summary 124 CHAPTER 11 SLA Management 127 Factors That Impact SLAs 127 Defining SLAs 130 Managing Vendor SLAs 132 Summary 135 CHAPTER 12 Monitoring Strategies 137 Proactive vs. Reactive Monitoring 137 What Needs to Be Monitored? 138 Monitoring Strategies by Category 139 Monitoring by Cloud Service Level 145 Summary 147 CHAPTER 13 Disaster Recovery Planning 149 What Is the Cost of Downtime? 149 Disaster Recovery Strategies for IaaS 151 Recovering from a Disaster in the Primary Data Center 152 Disaster Recovery Strategies for PaaS 157

14 xii CONTENTS Disaster Recovery Strategies for SaaS 159 Disaster Recovery Hybrid Clouds 160 Summary 162 CHAPTER 14 Leveraging a DevOps Culture to Deliver Software Faster and More Reliably 163 Developing the DevOps Mind-Set 163 Automate Infrastructure 165 Automate Deployments 166 Design Feature Flags 167 Measure, Monitor, and Experiment 167 Continuous Integration and Continuous Delivery 168 Summary 170 CHAPTER 15 Assessing the Organizational Impact of the Cloud Model 171 Enterprise Model vs. Elastic Cloud Model 172 IT Impact 173 Business Impacts 174 Organization Change Planning 178 Change in the Real World 180 Summary 181 CHAPTER 16 Final Thoughts 183 The Cloud Is Evolving Rapidly 183 Cloud Culture 185 New Business Models 186 PaaS Is the Game Changer 187 Summary 190 INDEX 193

15 FOREWORD I first met Mike Kavis when he brought our Licensed ZapThink Architect SOA course to his company in Florida several years ago. As the vice president of architecture for this firm, Mike hoped to wrangle his group of developers to help them think like architects. And while I couldn t transform developers into architects in four days, the thrust of the course was to help people think like architects. The book you have in your hands now has the same mission. Cloud computing as an approach to IT infrastructure is still emerging, and thus the technical details are still in flux but the architectural principles of the cloud are now falling into place. But only by thinking like an architect will you be able to take advantage of the full power of the cloud. Architects are in a unique position in the IT shop, because they have one foot in the business and the other squarely ensconced in the technology. They must understand the nuts and bolts of what works and what doesn t without falling victim to the techie tunnel vision that inflicts so many IT people. But they must also live and breathe the business: its strategy, its goals, and most importantly, its problems. Architecting the Cloud connects these dots. Mike Kavis has intentionally avoided product- or vendor-specific details, focusing instead on the challenges that architects, as well as stakeholders in the architecture, should address in other words, connecting the business problem with the appropriate solution. A truism to be sure, but easier said than done in the cloud. The reason that solving business challenges in the cloud is so difficult is because the cloud is not just one thing. It is many diverse things: SaaS, PaaS, and IaaS service models, public, private, and hybrid deployment models, not to mention diverse value propositions. Some organizations seek to save money with the cloud while others want to shift capital to operational expense. On top of these benefits is elasticity: dealing better with unpredictable demand for IT resources. Never before has architecture mattered so much. Building working solutions in the cloud that actually address the business need depends upon it. With his hands-on experience architecting such cloud solutions, Mike Kavis has the experience and insight to lead the way. Jason Bloomberg President, ZapThink xiii

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