Cloud Service Metering, Accounting and Billing



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Jürgen Schneider IBM Distinguished ngineer jschnei1@de.ibm.com Metering, Accounting and Universität Stuttgart, 10.03.2010 2009 IBM Corporation

Computing, Metering, Report & Analytics Agenda 1. Introduction Definition and Problem Space 2. Metering, Accounting and Use Cases Finance Management in the Lifecycle Roles and Major Building Blocks 3. Architecture and Implementations 4. TSAM and TUAM xample 5. Summary 2 2009 IBM Corporation

Computing, Metering, Report & Analytics Computing is an emerging consumption and delivery model for many IT-based services, in which the user sees only the service, and has no need to know anything about the technology or implementation Attributes Standardized, consumable web-delivered services Catalog Ordering Flexible pricing Metering & lastic scaling Rapid provisioning Advanced virtualization VISIBILITY CONTROL AUTOMATION...service oriented and service managed 3 2009 IBM Corporation

Computing, Metering, Report & Analytics IBM Delivery Models (IBM as Provider) IBM Smart Business s Private s, behind your firewall Private Shared Private Public Private Managed nterprise owned nterprise owned Customer/IBM owned and IBM operated 1 and operated 2 IBM operated 3 (single tenant) 4 IBM Smart Business s - Standardized s on the IBM Private Hosted IBM owned and operated (multi-tenant) 5 IBM owned and operated (multi-tenant) nterprise Data Center Private nterprise Data Center Managed Private nterprise nterprise A nterprise B nterprise C User A User D User B User User C IBM Operated Hosted Private Shared Private Public Hosting Center 4 Customer owns and pays for infrastructure and has unlimited exclusive access s delivered privately to nterprises / virtual separation of tenants s delivered publicly to end users / secure, enterprise-class IBM owns infrastructure and customer has shared access and pays by usage 2009 IBM Corporation

Computing, Metering, Report & Analytics Types and Metering, Accounting and Consideration Private Understand the costs, usage based chargeback to departments, Internal IT cost center (cost recovery) Managed Private Hosted Private Provider Contract, dedicated HW (single tenant) Internal chargeback (cost recovery) Provider Contract, dedicated HW (single tenant) Internal chargeback (cost recovery) Shared Private Public Usage and Consumption, Contracting and (the talk today) Usage and Consumption, Contracting and (the talk today) 5 2009 IBM Corporation

Computing, Metering, Report & Analytics Finance Management for s Request and Request Approval See Price for advertised services Select cloud service and start metering Offering Creation & Registration Offer based on QoS, and Price Offering Manager Requestor (e.g. Line of Business) Offering Definition Subscription & Instantiation Provider Administrator Production Termination Requestor (e.g. Line of Business) Instance Operation meter IT resource consumption consider capacity changes Build Reports and Invoice Instance Termination Stop metering correlate usage data Receive Invoice Definition define SLA, KPIs and Finance/Cost/Price and account models (Finance planning) Finance Planner Management Platform Process ngine Middleware Virtualized and Standardized Resources Physical Assets Offering Manager Termination Remove from catalog Build final reports 6 2009 IBM Corporation

Computing Roles Overview Consumer may act as a Provider may include Providers offer services based on a management infrastructure. They may also develop services. Providers can build their services by (optionally) consuming services provided by other service providers. Note: One person can play several roles. Providers can host services developed by other service developers (on top of their own services) Developer Consumer Business Manager Business / financial (e.g. approval) responsibility for consumed services Accounted for used services instances Consumer Administrator Consumer nd User Uses service instances provided by service provider Requests service instances and changes of service instances (typically on behalf of Consumer Business Manager ) Provides access to services for service users Business Manager Offers all types of services (SPI) developed by service developer Accounts services consumers for services potentially offered by service provider themselves and services offered on behalf of service developer Operations Manager Manages technical infrastructure required for providing cloud services Transition Manager Security Manager Responsible for ensuring that the Provider appropriately manages risks associated with development, delivery, support and use of services Responsible for enabling a consumer to use the cloud service, incl. boarding, integration, and process adoption Designs, implements, and maintains service templates (technical aspect) Interlock with Standards team: Role + Use Case Definitions leveraged for DMTF Incubator 7 2008 IBM Corporation

Terminology - Dimensions Completed Requests Resource Usage Reserved Capacity Allocated Capacity Resource Consumption Shared between s Dedicated to one 8 2008 IBM Corporation

Computing, Metering, Report & Analytics Metering Reporting & Analytics: Data Flow Design Time Data Runtime Data Flows SLA Management SLA Credits Records Record Generation Adjustment Tax Rules Terms Cost/Price Analytics Usage Analytics Usage Reports Rated Usage Reports Contracts & Agreements Provider s Reporting & Analytics of Usage Accounting Records Rates /Prices Qualified Usage Accounting Records Qualified Usage Accounting Records Generation Correlated Usage Records Metered Usage Data Correlation Business context context Accounting Structures Usage Data Qualification Rules Correlation & Aggregation Rules () Metered Usage and Consumption, IT Resource, Labor Metered Usage Data Generation Local context Data Correlation & Aggregation Rules (Source) Metrics Definition Instrumented Management System Manages Instrumented Hosting System 9 2009 IBM Corporation

Computing, Metering, Report & Analytics Metering Reporting & Analytics: BSS OSS Mapping BSS Records Record Generation Adjustment Tax Rules Terms Cost/Price Analytics Usage Analytics Usage Reports Rated Usage Reports Contracts & Agreements Provider s Reporting & Analytics of Usage Accounting Records Rates /Prices Qualified Usage Accounting Records Qualified Usage Accounting Records Generation Business context Accounting Structures OSS Correlated Usage Records context Usage Data Qualification Rules Metered Usage Data Correlation Correlation & Aggregation Rules () Metered Usage and Consumption, IT Resource, Labor Local context Data Correlation & Aggregation Rules (each source) Metered Usage Data Generation Metrics Definition Instrumented Management System Manages Instrumented Hosting System 10 2009 IBM Corporation

Finance Management for s: Taxonomy Requestor Approver and Finance Planner Offering Mgr Administrator Layer Offer Define Fulfill Manage Offer Price Define Price Meter Usage and Cost Collect Usage and Cost Data Layer Topologies, Instances Users and Org Fulfillment Org and Labor Usage and Metering Finance (Price/Cost Models Accounts Monitoring and Action Layer Discover Deploy Monitor Change TSAM Meter Resource Usage Meter Labor Cost Meter Resource Consumption TUAM Infrastructure Layer Xen, KVM, p, z VMControl x,p,z VMWare Virtual Center Virtualized Infrastructure & Hypervisors Server, Storage, Network WAS burst Application and Middleware artifacts 11 2008 IBM Corporation

Computing, Metering, Report & Analytics TSAM and TUAM Architecture IT (Infrastructure & Application) Provider Requester/ Approver Provider Admin BSS System Models) R S T Solution Content (good practices) Solution Runtime Offering Mgmt Reporting DCM Reservations Topologies Mgmt Plans Base Accounting Mgmt Account/Price Mgmtl Assets, CIs Integration People, Org Labor Pricing Tivoli Process Automation ngine TPA WAS Reports Metering Price/Acct Models Usage Data WAS burst Template Metering Provisioning Data collection Hypervisor CSR W B Offering and Publishing Fulfillment & Configuration UI, Fulfillment, Data, MetaData Monitoring KPIs Infrastructure & Virtualization VM 12 2009 IBM Corporation

Management and Converged Architecture Interactions Definition Requestor Requester Admin BSS System Models) R S T Solution Content Solution Runtime DCM Reservations Topologies Mgmt Plans IT (Infrastructure & Application) Provider Accounting Assets, CIs Integration Pricing Creator/Planner Tivoli Process Automation ngine Metering and Price Models TPA Reports Offering Mgmt Mgmt Metering Provisioning Reporting Base Account/Price Mgmt People, Org Labor WAS /DB Load Price/Acct Models Usage Data WAS burst Template Metering Data collection Define Hypervisor CSRs Account Structure W B Definition and Publishing Fulfillment & Configuration UI, Fulfillment, Data, MetaData Monitoring KPIs Infrastructure & Virtualization VM 13 2008 IBM Corporation

Management and Converged Architecture Interactions - Offering Requestor Requester Admin BSS System Models) R S T Solution Content Tivoli Process Automation ngine TPA Creator/Planner Definition and Definition including Price Solution Runtime Publishing Offering Mgmt Mgmt B Metering Provisioning DCM Reservations Topologies Mgmt Plans IT (Infrastructure & Application) Provider Reporting Base Accounting Account/Price Mgmtl Assets, CIs Integration People, Org Labor WAS Pricing Reports DBLoad Price/Acct Models Usage Data WAS burst Template Metering Data collection Hypervisor CSRs W Publish Fulfillment & Configuration UI, Fulfillment, Data, MetaData Monitoring KPIs Infrastructure & Virtualization VM 14 2008 IBM Corporation

Management and Converged Architecture Interactions - Subscription Requestor Consider Price Requester Capacity per hour per hour of selected Admin BSS System Models) R S T Solution Content Solution Runtime DCM Reservations Topologies Mgmt Plans IT (Infrastructure & Application) Provider Reporting Base Accounting Account/Price Mgmtl Assets, CIs Integration People, Org Labor Pricing Tivoli Process Automation ngine TPA WAS Reports DBLoad Price/Acct Models Usage Data WAS burst Template Metering Offering Mgmt Mgmt Metering Provisioning Data collection Hypervisor CSRs W B Creator/Planner Definition and Publishing Fulfillment & Configuration UI, Fulfillment, Data, MetaData Monitoring KPIs Infrastructure & Virtualization VM 15 2008 IBM Corporation

Management and Converged Architecture Interactions Instantiation Requestor Request Requester Admin BSS System Models) R Start Usage Metering nable Resource Consumption metering S T Solution Content Solution Runtime DCM Reservations Topologies Mgmt Plans IT (Infrastructure & Application) Provider Reporting Base Accounting Account/Price Mgmt Assets, CIs Integration People, Org Labor Pricing Tivoli Process Automation ngine TPA WAS Reports /DBLoad Price/Acct Models Usage Data WAS burst Template Metering Offering Mgmt Mgmt Metering Provisioning Data collection Hypervisor CSRs W B Creator/Planner Definition and Publishing Fulfillment & Configuration UI, Fulfillment, Data, MetaData Monitoring KPIs Infrastructure & Virtualization VM 16 2008 IBM Corporation

Management and Converged Architecture Architecture Interactions Operations Requestor Requester Maintain Metering System Admin Observes logs/alerts managing authorization BSS System Models) R S T Solution Content Solution Runtime DCM Reservations Topologies Mgmt Plans IT (Infrastructure & Application) Provider Reporting Base Accounting Account/Price Mgmt Assets, CIs Integration People, Org Labor Pricing Tivoli Process Automation ngine TPA WAS Reports /DBLoad Price/Acct Models Usage Data WAS burst Template Metering Offering Mgmt Mgmt Metering Provisioning Data collection Hypervisor CSRs W B Creator/Planner Definition and Publishing Fulfillment & Configuration UI, Fulfillment, Data, MetaData Monitoring KPIs Infrastructure & Virtualization VM 17 2008 IBM Corporation

Management and Converged Architecture Architecture Interactions ended Requestor Requester Receive Reports Admin BSS System Models) R S T Solution Content Solution Runtime DCM Reservations Topologies Mgmt Plans IT (Infrastructure & Application) Provider Accounting Assets, CIs Integration Pricing Tivoli Process Automation ngine TPA Reports Offering Mgmt TSAM Mgmt Mgmt Plans TSAM Metering Provisioning Reporting Base Account/Price Mgmt People, Org Labor WAS /DBload Price/Acct Models Usage Data WAS burst Template Metering Data collection Hypervisor CSRs W B Creator/Planner Definition and Publishing Fulfillment & Configuration UI, Fulfillment, Data, MetaData Monitoring KPIs Infrastructure & Virtualization VM 18 2008 IBM Corporation

Management and Converged Architecture Architecture Interactions BSS Interactions (draft) Requestor Requester Admin Apply/Receive Price Models Receive BSSReports Receive Usage Data System Models) R S T Solution Content Solution Runtime DCM Reservations Topologies Mgmt Plans IT (Infrastructure & Application) Provider Accounting Assets, CIs Integration Pricing Tivoli Process Automation ngine TPA Reports Offering Mgmt TSAM Mgmt Mgmt Plans TSAM Metering TPM Provisioning Automation Reporting Base Account/Price Mgmt People, Org Labor WAS DBLoad Price/Acct Models Usage Data WAS burst Template Metering Data collection Hypervisor CSRs W B Creator/Planner Definition and Publishing Fulfillment & Configuration UI, Fulfillment, Data, MetaData Monitoring KPIs Infrastructure & Virtualization VM 19 2008 IBM Corporation

Computing, Metering, Report & Analytics For more information, please visit: ibm.com/cloud Or contact me at: jschnei1@de.ibm.com 20 2009 IBM Corporation