AVCIT & CIO FY 201112 BUDGET PLANNING INTERNAL USE Rails Environment Upgrade (VM Migration, Framework Upgrade) ABBA Category Two: Information Technology 1. Amount of OneTime Funding Request (FY 1112): 110,000 The primary goal of this project is to migrate most (if not all) existing ISTAS supported Rails. 25k for IS support, 85k developer support 2. Control Unit/Department Funding Contribution: %25 of Architect for approx 18 months = approx 50k + 18.5k benefits, or 68,500. 3. Department(s) to receive funding: IST Application Services 4. Project Manager: Sponsor: JR Schulden / Bill Allison Functional Owner: Michael Mundrane Project Manager: Tom Tsai 5. Describe the Activity: The primary goal of this project is to migrate most (if not all) existing ISTAS supported Ruby on Rails applications currently deployed on the webfarm to the new VM platform. Migrations of these applications to the new VMs are critical steps to ensure software quality of service and long term sustainability of these applications including security, performance, scalability, availability, and reliability. Essentially, the migration effort involves four major parts: 1. Upgrade Ruby on Rails framework, libraries, and retrofit with tests. 2. ColdFusion Rewrite ProofofConcept (to Ruby on Rails). 3. Migrate applications to the new VM environment. 4. Begin assessing requirements for next generation Rails hosting via cloud services (with Unix team). Upgrade Framework, Libraries and Retrofit With Tests Before we can migrate existing Ruby on Rails applications to the new VM environment, we will need to upgrade the Ruby on Rails framework for each application as well as all of their dependent libraries. Lastly, two of the current applications were developed without comprehensive unit and integration tests. We will retrofit these applications with tests as well as perform some muchneeded refactoring to lower ongoing costs, and create a more stable, maintainable and secure code base. ColdFusion Rewrite ProofOfConcept (to Ruby on Rails) One of the objectives of this project is to design an agile template & process to reliably and rapidly rewrite ColdFusion applications into the current Rails framework. ISTAS currently supports number of applications built on ColdFusion technology that are at the end of their lifecycle. ColdFusion is an older technology no longer fully supported and vendor has no specific plan or roadmap for its future. Applications built on this legacy technology must be either decommissioned or rewritten in a viable technology/platform such as Ruby on Rails. Migrate Applications to Modern VM Environment We currently have 5 Rails applications deployed on the Unix webfarm, which is at the end of its lifespan. Unfortunately, the version of ruby that is available on the webfarm (ruby1.8.5) is extremely outdated. It is so outdated (ruby1.8.5 is around 5 years old), that a large number of April 25, 2011 1
AVCIT & CIO FY 201011 BUDGET PLANNING INTERNAL USE ruby librariesincluding the Ruby on Rails framework itselfwill not work under ruby1.8.5. This puts us in the awkward position of not being able to update these applications and apply critical security fixes that are being released for the Ruby on Rails framework, as well as several other libraries we are using in our applications. In order to eliminate the risk we are exposing ourselves to, we will migrate these applications off of the webfarm onto new VMs that have been configured according to Application Services standard VM template. These new VMs will be managed by the Unix group and will use Redhat 5 (or Redhat 6), both of which have modern versions of ruby and will allow us to upgrade the Ruby on Rails framework. List of applications in consideration include: * Security Contact * Offsite Hosting * UCProposals * VSPa * Calmessages * CTCSystemInventory Cloud Requirements for Rails Applications Concurrent with the replatforming work, the team will work in conjunction with Internet2, the Office of the CIO, Infrastructure Services, and the Office of the CPSO to explore possible future paths for cloud hosting (or University cloudfronting) of Rails applications. We expect to review platform profiles for Google AppEngine, Salesforce.com/Heroku, CloudFoundry, and HP Cloud. This work is initial exploration and research, along with a likely POC deployment of one of our nonsensitive apps without University data to assess performance, bottlenecks, data integration and maintainability issues. 6. Describe the significance of the activity, indicating how the activity is in alignment with Chancellor s objectives (see http://newscenter.berkeley.edu/chancellor/access/) : All three phases of this proposal are designed to position a robust, sustainable and lowcost platform for tactical web applications for the University. In addition, these efforts will all lead to enhanced security and reliability, and will positionally align the Application Services requirements for Rails applications with the strategic direction of the Unix team in Infrastructure Services to use virtualization and ultimately cloud computing. Besides the technical merits of this proposal, the efforts will lead to enhanced expertise in IST the benefits of which will be passed onto our customers in the form of lower project costs and greater expertise in our technology platforms.
AVCIT & CIO FY 201112 BUDGET PLANNING INTERNAL USE 7. Work Plan Provide a work plan for the proposed solution with highlevel steps to complete the solution, including timeline. (Try to limit your plan to no more than seven steps.) 1. 2. 3. 4. 5. Milestone Planning & Requirements Gathering/Analysis Designs and ProofofConcept Environment Setups & Configuration (eg. Continuous Integration Automation, DEV/QA/PROD Env Setups, etc) Upgrades and Refactoring (eg. framework, JRuby, code refactoring, etc) Migration and QA Testing (eg. migrate to new VMs, regression testing, etc) Timeline 1 2 months 2 4 months 12 months 24 months 24 months 6. Develop Automated Test Suites 23 months 8. Describe any savings or increase in income that will result from this activity, and how it will be measured. Distinguish savings in time and/or money, and identify any resulting reduction of staffing levels. This project would set the standards as well as lay the foundation for deployment of campus Ruby on Rails and Java applications on the new VM environment. It also promotes and leads the webfarm migration & VM hosting initiatives for current and future IT projects. Upgrades & migration of existing Ruby on Rails applications could help decrease costs of sustaining these systems considerably over time. It also helps mitigates cost of risks related to application security, performance, availability, and reliability. Knowledge, experience, and lessons learnt from this project would also give us essential information for planning, designing, and estimating similar and related initiatives in the future. 9. Funding: describe the overall funding plan for this activity. Describe any costsharing, matching, or external fund sources that might be used to support the activity. Funding would be provided to the ISTAS budget as functional owner and based on the attached project budget plan. ISTAS would, in turn, hire staff within IST to complete this project. ISTAS would also contribute approximately.25% of ISTASAG FTE. April 25, 2011 3
UC Berkeley FY 201112 Campus Budget Process Section V: Block Grant Funding Model and Budget Block Grant Name: Rails Upgrade Project ACTUAL PROJECTED Funding Model Sources Item # FY 0708 FY 0809 FY 0910 FY 1011 FY 1112 FY 1213 FY 1314 Cummulative Total 1 IST (68,500) 68,500 2 IT Loan and payback 0 3 Request for Block Grant (110,000) 110,000 4 Grand Total 178,500 178,500 Expense Budget ACTUAL PROJECTED FY 0708 FY 0809 FY 0910 FY 1011 FY 1112 FY 1213 FY 1314 Cummulative Total 5 Salaries 0 50,000 50,000 6 Benefits 0 18,500 18,500 7 Consultants/Contractors 0 85,000 85,000 8 General S&E 0 9 Hardware Maintenance 0 10 Infrastructure Services cost of recharge services 25,000 25,000 11 Inventorial Equipment 0 12 Software Maintenance/Licenses 0 13 Software Purchase 0 14 Travel/Training 0 15 Other Costs 0 0 16 Grand Total 0 178,500 178,500 17 FUNDS LESS EXPENSE 0 0 0 0 0 0 0 18 Carryforward 0 0 0 0 0 0 19 Cummulative Total 0 0 0 0 0 0 0 FY 201112 Block Grant Request Application
UC Berkeley FY 1112 Campus Budget Process Section V Part II: Line Item Description of Funding Model and Budget Block Grant: Rails Upgrade Project Title Item Funding Model Sources # 1 IST 68,500 2 IT Loan and payback Description 3 Request from the Block Grant 110,000 Rails Upgrade Project to upgrade, refactor, migrate, and develop test suites. 4 Total Funding Expense Budget 5 Salaries 50,000 Approx 50k for.25 Architect support 6 Benefits 37% or 18,500 7 Consultants/Contractors 85,000 8 General S&E 9 Hardware Maintenance Infrastructure services (backup, storage, colocation, 10 network nodes, desktop support, etc.) 11 Inventorial Equipment 12 Software Maintenance/Licenses 13 Software Purchase 14 Travel/Training 15 Other Costs 16 Total Expenses 25,000 IS Services 17 FUNDS LESS EXPENSES Funds Less Expenses 18 Carryforward 19 Cummulative Total of Block Grant Request FY 201112 Block Grant Request Application
Budget Area Dept Org Id Budget Category Line of Business Initiative Funded by Expense Category Expense Description FY07 Proj Amt FY 08 Actuals FY 09 Actuals FY10 Proj Amt FY11 Proj Amt FY12 Proj Amt FY13 Proj Amt FY14 Proj Amt Cummulative Base FY09 Amt Base FY10 Amt Base FY11 Amt Base FY12 Amt Base FY13 Amt FY09 Proj Assign FY10 Proj Assign FY11 Proj Assign FY12 Proj Assign FY13 Proj Assign FY09 Base FY10 Base FY11 Base FY12 Base FY13 Base Funding % % % % % Funding Type Assign % Assign % Assign % Assign % Assign % Funding Source Received Date Account Program Fund Notes Request for Block 100% 100% 0% 0% 0% 0% 0% Central Permanent Applications Application Services Event IST AS Rails Upgrade Grant Consultants/Contractors Rails and agile programming experts 85,000.00 85,000.00 72 19900 Central 100% 100% 0% 0% 0% 0% 0% Permanent Consultants/Contractors IST staff time recharge funding Consultants/Contractors General S&E Hardware Maintenance Request for Block Infrastructure Services cost of recharge services Applications Infrastructure Services Event ISTIS Rails Upgrade Grant IS Services 25,000 25,000.00 100% 72 19900 Inventorial Equipment Other Costs Software Maintenance/Licenses Software Purchase Travel/Training Other Costs Other Costs Salaries 50,000.00 50,000.00 Benefits 18,500.00 18,500.00 Salaries Benefits 100% 100% 0% 0% 0% 0% 0% Central Permanent 72 19900 Central 100% 100% 0% 0% 0% 0% 0% Permanent 100% 100% 0% 0% 0% 0% 0% Central Permanent 100% 100% 0% 0% 0% 0% 0% Central Permanent
Budget Area Dept Org Id Budget Category Applications Application Services Event Applications Infrastructure Services Event Applications Application Services Event Applications Application Services Event
Line of Business Initiative Expense Category ISTAS Rails Upgrade Consultants/Contractors ISTIS Rails Upgrade Infrastructure Services cost of recharge services ISTAS Rails Upgrade Salaries ISTAS Rails Upgrade Benefits
Implementation IS Services Expense Description FY 08 Actuals FY09 Actuals FY10 Actuals
FY11 Proj Amt FY12 Proj Amt FY13 Proj Amt FY14 Proj Amt Cummulative (85,000) (85,000) (25,000) (25,000) (50,000) (50,000) (18,500) (18,500)
Funding Type Funding Source Program Fund Central Temporary Request for Block Grant Central Temporary Request for Block Grant IST IST IST IST Block Grant Carryforward IT Loan and payback Request for Block Grant Request for Block Grant
Notes