SOLUTION WHITE PAPER

Three Steps to Effective Cloud Planning and Design

Identify existing assets, assess your business needs, and develop a technical and business plan for your cloud

7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 StEPS to EffEctivE cloud Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Who nEEdS to bE involvEd? . 3 » Step 1: Cloud Service Design » Step 2: Cloud Operations Definition » Step 3: Cloud Business Planning 3 5 5 thE bmc Solution . . . . . . . . . . . . . . . . . . . . . . . 7 lEarn morE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 cloud Planning and dESign — Why do it? . . . . . . . . . . . . . . . . . . . . . . . . .TAbLE Of CONTENTS ExEcutivE Summary . . . . . .

map out necessary performance and capacity planning. which service tiers and service levels to offer. will help prevent surprises along the way for all concerned bENEfITS Of CLOUD PLANNINg AND DESIgN » Top-down design of cloud services » Operational design of cloud Consider how the cloud will interact with the rest of the data center environment Are there shared management tools? Security requirements? Compliance rules? Or is your cloud an island? Now think beyond your data center Will you be leveraging public cloud resources. and how best to create a corresponding “bill of materials ” » Cloud Operations Definition — To make sure your cloud will operate at its best. even before he put pen to graph paper. and create an implementation plan Key steps to cloud planning and design include: architecture and capacity needs » Integrated cloud architecture and IT management processes » Business planning for hybrid cloud delivery » Cloud Service Design — To meet the needs of both your initial users and IT’s broader customer base. and what service levels will be expected. and consuming it Identifying all those who will be affected. define your cloud reference architecture. manage cloud service providers. it is important to identify which cloud services are needed. a self-service portal. as well? As you answer these questions. how the public cloud might be leveraged. identify the costs associated with delivering each option. a few questions were nagging in his mind. operating it. including compliance and security. determine service costing and pricing. is a critical first step in planning and designing your cloud You are going to have many groups associated with the cloud effort — producing it. you must consider your current and future demand. and determine any operational compliance and security requirements » Cloud business Planning — In order to ensure your cloud meets not only IT’s needs but also the needs of your business. regulating it.Jim was debating the architecture of a cloud computing solution for his company. whether they are initially engaged or brought in later. including what will be internal. outline the different options. Who would all the users of this cloud be? What services would they need — and what options should he provide? How would this cloud interact with his existing systems? Something told him he’d better take a step back and think through these topics before he started drawing… ExECUTIvE SUmmARy Constraining and defining the role of cloud computing in your organization. and guarantee regulatory compliance 1 . you will need to define the requirements. However. It was clear to him they would need a provisioning engine. and some mechanism for decommissioning services. what will be external.

that problem is often characterized as “more resources faster” or “less CapEx on the books” or even “halting the surreptitious use of public cloud resources outside the boundaries of internal IT” These types of statements imply some defined goals and expectations for your cloud effort The other primary source of motivation often comes from industry buzz. but also envelops users from across IT and across the business Gathering stakeholders early in the planning stage will ensure that their goals are properly represented and that you continue to get their support as the project progresses By considering differing perspectives. with the right people and the right motivations Armed with a plan.CLOUD PLANNINg AND DESIgN — WHy DO IT? A little IT planning saves millions of dollars and prevents failed projects. who are often the de facto “users” of the cloud — unless that premise is examined Other individuals within the organization can also shed light on the cloud planning process These might include representatives from finance (who can help determine how a cloud environment is funded and how it charges its users) and business representatives (who can help identify projects that could best utilize the cloud) For example. technology decisions will be easier to make. whose storage boxes will be critical to supporting cloud workloads — and for whom demand may grow significantly with this new technology » The applications team. if a bank is looking to increase the transaction capacity of its online systems. upon whose resources and skills you will rely to network the cloud » The storage team. and the implementation team will have a strong go-ahead to move forward WHO NEEDS TO bE INvOLvED? Cloud planning not only engages the initial stakeholders in an organization. whose job it will be to ensure the cloud performs as well as — or better than — the physical alternative » The network team. if you wish to be successful with your cloud project. unmet expectations. charged with designing the cloud environment » The capacity and performance team. if one exists in your organization. it makes sense to take a step back and consider the best approach to addressing the challenge In the case of the cloud. the target growth numbers can help inform the capacity decision While it is important to consider all the stakeholders while designing a cloud. with collaboration along the way. in which the topic becomes so hot and hyped that individuals in the organization feel “someone better look into what we’re doing with cloud ” This second type of statement usually implies that there are not defined goals for the project However. when needed Potential cloud stakeholders to consider: » The cloud architect. and demonstrate the power of cloud The small initial team would then strategically expand its membership as it further pursues long-term options 2 . before uncoiling a single network cable or procuring a single 64-way box. and general frustration As with any business problem. you can also hedge against the risk of omitting key requirements that might significantly impact the group The goal is to set the tone of incremental delivery against the cloud requirements. it may not be critical to actually include all of them on an early cloud design team Some organizations have found success by starting with a small tactical team to build out an initial cloud with future broadening and ongoing development in mind The initial cloud offering would include only a handful of service offerings. stakeholders will have properly set expectations. those goals should be articulated A good cloud plan can be created in a few short weeks.

who want the ability to completely customize their offerings. those engaged in scientific research) » The application team in charge of building and maintaining internal applications The challenge of service design is that there is a natural tension between users. if desired Inherent in this list is the ability to define multi-tier and single-tier application stacks. they are then characterized in business language as service offerings. which has to maintain tight controls on the services in the environment The role of the service catalog is to bridge that gap The service catalog enables IT to define the areas of configuration and choice that users can select. which are stored in the service catalog It is from these offerings that end users select their cloud services 3 . and the IT group. according to their role Users then feel some measure of customizability of their cloud services The following attributes are often defined in the service catalog: » » » » » » » » » Resource configurations – including CPU. memory. and storage allocations Operating systems Middleware stacks Applications offered Networking options – for both simple network configuration and multi-tenancy support Compliance packages Monitoring tools Service levels Prices associated with each component. it is helpful to identify your cloud users to determine their needs Potential users to consider while designing critical services offerings include: » The development team of software engineers » R&D groups (for example. a service catalog is a listing of services from which a user can choose. thus initiating the cloud service provisioning process When designing a service catalog.STEPS TO EffECTIvE CLOUD PLANNINg STEP 1: CLOUD SERvICE DESIgN Service design is aimed at designing what to offer users through a service catalog At its most basic. differing deployment alternatives for each based on size and service tier. and all the configuration options a user might require These elements are defined as individual Service Blueprints within the BMC Cloud Lifecycle Management solution Once defined functionally.

the workflow will be an automated series of approvals However. users can be offered an extensive set of choices for each component. to requestors. based on their role Figure 1 Building the Cloud Service Offering Menu IT can choose which cloud services to offer to users and how customizable those services will be At one extreme. human approval might be required. which elements should be optional and which required (like compliance or monitoring). for some. presented in business language.Service Blueprint: The definition of the functional elements and the communication paths between them S M L Servers Networks Public Clouds Storage Deployment Model: One or many different deployment sizes or locations for deploying the Service Blueprint Cloud Service Offering Menu Option 1 Option 1 Option 2 Option 2 Option 3 Option 1 Option 2 Option 3 Option 3 Service Options: A set of configurable options associated with a Service Blueprint for users to select at the request time Service Offering: The cloud services. due to the sensitivity or scale of the request Designing these workflows is critical to service design To address the needs of cloud service design. you should: » Design internal and external cloud services » Define service tiers and service levels » Create a “bill of materials” for each service 4 . and which users will be presented with which options Beyond the contents of the service catalog. service design also includes the design of the workflows that support each provisioning process For many. enabling them to fully customize their stack A common middle-ground approach is for IT to determine which broad offerings should be presented. users can be offered a choice between only two or three non-customizable full-stack configurations On the other extreme.

and networks. such as customer self-service and the service catalog At the same time. lower cost. well run. and audited according to the same regulatory compliance rules All those previously built processes and policies should move seamlessly onto the cloud infrastructure The process of defining the interplay between traditional management and cloud management is the cloud architecture challenge IT seeks to ensure that the best of operational compliance. many of the archaic process and workflows can be optimized to further automate a cloud environment. it is important to estimate supply and demand needs of the cloud environment. solidly architected infrastructure can be built It often includes new or reasonably new hardware. releasing more of this pent-up demand Capacity elements can be anticipated once the cloud is up and running. performance management. such as: » Over time. ensuring all services are right-sized to meet business needs efficiently Meanwhile. and more responsiveness Thus. and countless other nontrivial process investments are applied equally to the cloud — preventing the need for a recreation for the new environment New emphasis will also be placed on capacity management in the cloud environment. the business decisions of cloud drive many of the operational decisions First. people found that requests far exceeded their expectations for virtualized resources — precisely because there was pent-up demand Cloud will only ease the procurement process and lower its costs. change management. properly working. incorporating appropriate growth estimates When virtualization was first implemented. storage resources. the cloud is still part of the IT infrastructure It is still serving many of the same customers. removing manual approvals and other barriers to efficiency in the cloud Working together with BMC.STEP 2: CLOUD OPERATIONS DEfINITION A cloud may feel like a clean slate upon which a whole new. as well as new stack elements (such as virtualization) and new paradigms (such as workload mobility) There are probably also some new elements. you can: » Define cloud reference architecture » Design performance and capacity planning » Define operational compliance and security STEP 3: CLOUD bUSINESS PLANNINg The business components of planning for cloud are paramount to the financial success of the endeavor Cloud environments are designed to further business priorities by delivering more flexibility. bound by the same security guidelines. more and more of those existing workloads will move to the cloud environment » There will likely be a queue of requests that can be immediately fulfilled by the cloud environment » There will be more new requests than originally anticipated 5 . hosting most of the same applications.

users can see the prices for the services they are choosing in the service catalog Indicating a price will change behavior of the user Just knowing it takes three times (3x) the amount of money to support a cloud service with more resources will often drive people to select the less costly alternative Another benefit of costing is to demonstrate to IT leadership some of the costs associated with delivering the value of the cloud Because IT always has to build out a cloud environment in advance of the requests for service. planning around costing is supportive of a growing cloud environment The third and final business planning consideration is one of regulatory compliance Often considered part of ongoing operations. it’s time to investigate options and develop a relationship with a public cloud vendor Map the appropriate services to your needs and run the financial calculations to ensure you’re making sound financial decisions This introduces the second element: the financial costing of the cloud IT typically needs to have an idea of what things are going to cost In the cloud. even if real money will never change hands) Consequently. IT should consider the possibility of using overflow capacity from a public cloud Criteria for those decisions can include: » » » » » » Compliance requirements – both operational and regulatory Security requirements The complexity of configuration needed Proximity to large data sources (moving lots of data tends to be inefficient. these three components ensure that the priorities and needs of the business are designed into your cloud environment. and the creation of a plan for: » Excluding them from any cloud environment – which has costly implications » Developing rules and policies that ensure their regulatory compliance within the private cloud » Identifying potential public cloud services that are in compliance with regulatory requirements Together. at a minimum it should be able to do “show-back” (the presentation of the theoretical bill. during the planning stages. along with the technology choices » Plan for demand and manage cloud service providers » Define service costing and pricing » Ensure regulatory compliance 6 .In addition. however. all investments are made before a departmental “purchase order ” That investment is best justified with some financials on the current environment. based on the organizations’ own costs With a chargeback model. the regulatory status of both a private cloud environment and any public cloud resources utilized can have significant ramifications on the business A key part of planning. it’s even harder to associate costs to the department that is incurring them (since there’s no easy correlation between one physical server and one cloud service) Even if IT cannot implement true chargeback (the billing of each department based on its usage). an organization needs to develop a costing model for the cloud environment. therefore. is the identification of regulatory requirements governing certain workloads. including the cost of operation Thus. both financially and practically) Splotchy consumption of resources The price of external resources After isolating the cloud services you can potentially send to the public cloud.

are registered with the u . mainframe. or in other countries . and layer in business goals for your cloud environment BMC Global Services consultants architect cloud environments that integrate with key IT processes. please visit www.. and the bmc Software logo are the exclusive properties of bmc Software. faster and stronger That’s why the most demanding IT organizations in the world rely on BMC Software across distributed. dynamic. virtual and cloud environments Recognized as the leader in Business Service Management. 2010. but the road to designing and building a cloud is not always straightforward With BMC’s prescriptive approach.THE bmC SOLUTION Cloud computing promises to deliver significant benefits. *202673* . and may be registered or pending registration in other countries . all rights reserved . ensuring that the best of your existing environments carry over to the new. to put your organization on the right path The one-to-three week planning workshop is designed to help you architect a solution. S . design cloud services.bmc. together we can plan for a cloud that will rapidly bring value to your organization — and continue to deliver for years to come LEARN mORE To learn more about Cloud Planning. bmc Software. service marks. all other trademarks or registered trademarks are the property of their respective owners . inc . Patent and trademark office. © 2010 bmc Software. BMC offers a comprehensive approach and unified platform that helps IT organizations cut cost. efficient cloud With BMC. followed by a Cloud Solutions Planning Workshop. Business thrives when IT runs smarter. and logos may be registered or pending registration in the u . BMC revenue was approximately $2 billion bmc . S . you can develop a plan for your cloud computing that will support the unique needs of your organization BMC has implemented countless cloud environments at enterprises worldwide and has tremendous experience in the challenges both for planning for and implementing cloud environments With our expertise and your organizational knowledge. reduce risk and drive business profit For the four fiscal quarters ended December 31. IT RUNS ON bmC SOfTWARE. you will quickly establish a robust and scalable cloud computing environment that delivers tangible business value with reduced risk Work with experts to plan for your cloud Engage with BMC’s Global Services team to conduct a Baseline Discovery Audit.com/cloud bUSINESS RUNS ON IT. inc . all other bmc trademarks.

Sign up to vote on this title
UsefulNot useful