Course Topics

1 Infrastructure Strategy
2 Virtualization and Self-Serve Provisioning
3 Operations
4 Operational Technical Debt
5 Operations Metrics
ACADEMY

DevOps
Infrastructure
 Intro to Agile PM Why is this topic important?

Becoming Agile Agile Practices DevOps Courses Development Modules

Agile Academy Leadership Development Infrastructure Strategy

Collaboration Testing Virtualization and Self-Serve Provisioning

DevOps Deployment Operations

Infrastructure Operational Technical Debt

Why is this topic important? Operations Metrics

• Infrastructure flexibility, resilience and agility are critical to rapid deployment of new
business capability.

• Agile applies to infrastructure. Embrace the values and practices.

Out of this module, you will be able to

• Know what you need to consider when developing an infrastructure strategy

• Understand the pillars of infrastructure strategy

• Use resources to get started and to learn more

Intro to Agile PM Process and Project Type

Imagine a world where the infrastructure automatically adapts to your clients’ needs…

When you activate your users...the infrastructure scales dynamically…

…growing or shrinking according to demand…

…the infrastructure senses and responds to problems, automatically moves workloads,

and works with the application to mitigate failures (which are transparent to the users).
Intro to Agile PM Roles

Imagine a single window that provides deeper, objective insight into your client’s experience

Multi-channel feedback from people, the infrastructure, and your

applications (application telemetry) provide information in real-time…

…which together with dashboards & big data

analytics can offer unprecedented insight…

…enabling you to take action sometimes even

before your clients know they have a problem
Intro to Agile PM Infrastructure Pillars

DevOps Infrastructure

Self Service Capabilities Virtualize Everything Agile requires additional rigor in

Apply Agile practices to
Free Self Directed Teams Possible managing the infrastructure
Infrastructure
consistent with DevOps practices

Infrastructure should enable Mask the physical Manage Operations Technical Debt
Whole team includes
productivity, velocity and implementation
Operations
quality. Not hinder it of an environment Focus on measures which
demonstrate whole team
Test Driven Techniques
Orchestration should support Virtualize Up and contribution to business value
both GUI and API access. down full stack
Kanban
Adhere to Security and Compliance
Self Service everything possible. Enable advanced
DevOps practices
Intro to Agile PM Self Service Capabilities “Free” Self Directed Teams

Self Service Capabilities “Free” Self Directed Teams

Infrastructure should enable productivity, velocity and quality. Not hinder it

• Provide Self Services that are looser and more sandbox-like in development to promote
innovation
• Becomes progressively tighter, more standardized and catalog-driven self-service for teams
working in the later stages.

Orchestration should support both GUI and API access.

• GUI access is a good first step, but API access will provide workflow driven instantiation
• Becomes progressively tighter, more standardized and catalog-driven self-service for teams
working in the later stages.

Self Service everything possible

• Servers, Memory, Storage, Networks
• Services (eg. Enablement of Monitoring)
• Deployment of changes
Intro to Agile PM Virtualize Everything Possible

Virtualize Everything Possible

Mask physical implementations

• Teams can develop without knowing:
- Where physical resources reside
- What resources are available
- Other specifics of infrastructure

Opportunity to virtualize up and down the full stack

• Hardware, Storage, Network, Services
• Data, Application
• Desktop & User Virtualization

Find new insights to enable advanced DevOps practices

• Automation, rollbacks, reduced MTTR, etc
Intro to Agile PM Apply Agile Practices to Infrastructure

• Operations are active participants within the “Whole Team”

DevOps
- Release Planning, Iteration Planning and Execution
- Develop acceptance tests
App Team: App Team: Centralized
- Implement automation DEV OPS OPS

• Apply Test Driven and Behavior Driven Dev. to infrastructure

- Infrastructure as code
- Write test cases for code (consider Cucumber & Gherkin languages)
- Use tools like Chef, Puppet, Ruby, etc.
Fail

• Use Kanban and WIP limits

- Prioritized and estimated backlog TDD
- High priority queue for Sev1 fixes
- Visibility to blockers and constraints Refactor Pass

- Suitable approach for Operations pattern

Intro to Agile PM Agile requires additional rigor in managing the infrastructure

• Drive management of operations technical debt

- Infrastructure maintenance and debt retirement
- Write stories via agile planning process

• Demonstrate whole team contribution to business value

- Operations metrics
- Automate measurement and reporting
- Implement continuous measurement

• Security and compliance “shift left” for team to view early in

development process

- Includes acceptance criteria defined by Operations

Intro to Agile PM References

References

http://www.datacenterknowledge.com/archives/2014/12/08
establishing-devops-friendly-infrastructure-orchestration/

http://www.cio.com.au/article/465436/can_infrastructure_agile_/

Test Driven Infrastructure http://www.ibm.com/developerworks/library/a-devops5/

 Course Topics
1 Infrastructure Strategy
2 Virtualization and Self-Serve Provisioning
3 Operations
4 Operational Technical Debt
5 Operations Metrics
ACADEMY

DevOps
Infrastructure
 Intro to Agile PM Why is this topic important?

Becoming Agile Agile Practices DevOps Courses Development Modules

Agile Academy Leadership Development Infrastructure Strategy

Collaboration Testing Virtualization and Self-Serve Provisioning

DevOps Deployment Operations

Infrastructure Operational Technical Debt

Why is this topic important? Operations Metrics

• Virtualization enables more flexible processes and is a cornerstone to enabling DevOps

• Self-service provisioning and cloud services often utilize virtualization to

provide advanced DevOps solutions

Out of this module, you will be able to

• Define virtualization and its benefits

• Define self-service provisioning and its benefits

• Understand tools being used and explored in IBM

• Learn about current self-service offerings available in IBM

• Find references to continue learning about this topic

Intro to Agile PM Virtualization: Definition and Benefits

Software is used to mask the physical implementation of an environment

(servers, networks, data sources, etc.) to optimize the use of resources.

Virtual environments allow teams to develop without knowing:

• Where physical resources reside
• What resources are available
• And other specifics of the physical infrastructure

Benefits
• Enables more efficient use of physical resources

• More flexibility of deciding when and how to deploy

• Can help provide higher resiliency and scalability

• Enables advanced DevOps practices such as automation, rollbacks, reduced MTTR, etc.
Intro to Agile PM Virtualization: Types

• Hardware (Server) Virtualization

• Storage Virtualization
• Data Virtualization
• Service Virtualization
• Network Virtualization
• Desktop & User Virtualization
• Application Virtualization
Intro to Agile PM Self-Service Provisioning: Definition and Benefits

The ability for development teams to self-configure applications and services.

Benefits
• Limited dependency on a separate IT team or service provider to stand up servers, networks, or apps.
• Enhance speed, efficiency, and overall productivity
• Accountability of actions stays within application “whole team”
• Increase development flexibility by enabling team members to spin up and shut down services at will
Intro to Agile PM Self-Service Tools within IBM

Tivoli Service Automation Manager

Enables users to request, deploy, monitor and manage cloud computing services
with traceable processes
http://www-03.ibm.com/software/products/en/serviceautomationmanager

SoftLayer Portal*
Ability to order and interact with products and services, manage and maintain SoftLayer account
https://www.youtube.com/watch?v=gscUrEL3IT8&list=PL6j6__J0kCu_yfau-LShdnZCOhFYh-RZa
https://w3-connections.ibm.com/communities/service/html/commu-
nitystart?communityUuid=0feb37a0-92e0-4ea8-9cda-2b0b7b973349

IBM Cloud Orchestrator

Access to ready-to-use patterns that speed up configuration, provisioning and deployment.
https://www.youtube.com/watch?v=ZUgjkLF6qcA
http://cloudleader.org/2015/03/17/design-and-create-cloud-service-offerings-with-ibm-cloud-orchestrator/
http://www-03.ibm.com/software/products/en/ibm-cloud-orchestrator

24Hour Server Build

Rapid server provisioning solution which automates the Global Server Build (GSB) process
https://w3-connections.ibm.com/communities/service/html/commu-
nitystart?communityUuid=09f9a5fb-93e5-4868-b336-4374a5b0cbda
Intro to Agile PM Current Self-Service Offerings in IBM
DST SmartCloud
Scope: Dev & Test Only (All BCVs)
Currently available
Here’s how you start:
Engage DST via:
https://dst.ibm.com/dst_smartcloud
Here’s what will happen next:
- Setup DOU for Cloud access
- Access will be granted to tool
- Build, manage, decommission at will
BlueCloud using Soft Layer
Scope: Dev, Test, (All BCVs)
Production (BCV: 3,4,5)
Currently available
Also, UrbanCode Deploy Services
Here’s how you start:
Service Catalog
Engage BlueCloud: link to community
Here’s what will happen next:
- Self-Service Portal in development
- Meanwhile, DST services are
available for support and assistance.
DST SmartCloud
Scope: Dev, Test, Prod (BCV 4,5 Only)
Currently available
- Bluemix Public
- Bluemix Dedicated
Here’s how you start:
http://bluemixonboarding.w3ibm.myblue-
mix.net
Link to Bluemix Connections Community
Here’s what will happen next:
- Request will be processed.
- Obtain self-service access
- Choose Bluemix services
- Start developing…
Intro to Agile PM References

References

Virtualization
http://www.slideshare.net/ConsonusTech/what-is-virtualiza-
tion-and-cloud-computing?qid=cd1130a9-2813-4cc0-958c-817fb3a2467f&v=qf1&b=&from_search=8

http://blogs.amdocs.com/insightfuel/2015/06/18/virtualization-the-key-to-enabling-innovation/#.VgBEGOdeJ94

http://searchservervirtualization.techtarget.com/tutori-
al/Task-automation-and-workflow-orchestration-with-virtualization

http://www.businessnewsdaily.com/5791-virtualization-vs-cloud-computing.html#sthash.EBDdDS3l.dpuf

http://www.thoughtsoncloud.com/2014/07/bare-metal-vs-virtual-servers-choice-right/

http://techbeacon.com/network-virtualization-delivering-promise-devops

http://www.cio.com/article/2430777/virtualization/how-virtualization-improves-software-development.html
Intro to Agile PM References

References

Self Service Provisioning

http://searchcloudprovider.techtarget.com/definition/User-self-provisioning

http://zeroturnaround.com/rebellabs/pragmatic-devops-virtuali-
zation-provisioning-with-vagrant-chef/

Demo of self-service provisioning - https://www.youtube.com/watch?v=MQUpdNApLsM

Developing in a civilized world - https://www.youtube.com/watch?v=h-rErDLNJbs

 Course Topics
1 Infrastructure Strategy
2 Virtualization and Self-Serve Provisioning
3 Operations
4 Operational Technical Debt
5 Operations Metrics
ACADEMY

DevOps
Infrastructure
 Intro to Agile PM Why is this topic important?

Becoming Agile Agile Practices DevOps Courses Development Modules

Agile Academy Leadership Development Infrastructure Strategy

Collaboration Testing Virtualization and Self-Serve Provisioning

DevOps Deployment Operations

Why is this topic important?

Infrastructure Operational Technical Debt
• Operations involvement will shift left to tightly integrate the whole agile team
Operations Metrics
• The whole team is responsible for the entire stack

• Streamlines team ability to rapidly deploy and support the continuous

lifecycle of their applications

• Processes and tools transform traditional separation of duties barriers to enable

agility, continuous operations, and continuous delivery

Out of this module, you will be able to

• Learn principles for attaining continuous operations capabilities

• Understand the shared duties between development and operations

• Improve team awareness and proactive involvement in monitoring the

codebase, test suite, application, infrastructure, etc.

• Discover helpful resources to continue learning more about operations for

infrastructures implementing DevOps
Intro to Agile PM Definition of Technical Debtt

Technical debt is the cost of not making improvements to your environment

which, over time, results in:

• Operations involvement will shift left to tightly integrate the whole agile team
• The whole team is responsible for the entire stack
• Streamlines team ability to rapidly deploy and support the continuous lifecycle of their
applications
• Processes and tools transform traditional separation of duties barriers to enable agility,
continuous operations, and continuous delivery applications

Technical debt is the cost of not making improvements to your environment

which, over time, results in:

• Learn principles for attaining continuous operations capabilities

• Understand the shared duties between development and operations
• Improve team awareness and proactive involvement in monitoring the codebase, test suite,
application, infrastructure, etc.
• Discover helpful resources to continue learning more about operations for infrastructures
implementing DevOps continuous operations, and continuous delivery applications
Intro to Agile PM Traditional IT Operations

Gartner defines IT operations as the people and management processes associated

with IT service management to deliver the right set of services at the right quality and
at competitive costs for customers.

Wall of Confusion
Application Development IT Operations
Intro to Agile PM Benefits of “Ops” within DevOps

DevOps
DevOps

App Team: App Team: Centralized

DEV OPS OPS

Enables “one team” across the life cycle to: Continuous Configuration

• Improve time-to-value, through fewer process handoffs

• Provide full application support
Continuous
• Deploy stable and predictable releases Continuous Continuous
Delivery
Integration Testing
• Reduces Mean Time To Repair (MTTR)
Continuous Control

Agile Infastructure
Intro to Agile PM Shared Development & Operations Duties

DevOps
DevOps

App Team: App Team: Centralized

Centralized
DEV OPS OPS OPS

Requirements and Acceptance Tests

Software deployments
Application support and issue management
Compliance and Non-Functional requirements
Operational Technical Debt
Intro to Agile PM What is ‘Shifting Left’?

By ensuring the whole team is included in early design and development:

• Operational readiness = production readiness

• Potential application operation vulnerabilities are addressed in development
• Operational acceptance tests are run with the Continuous Integration

Dev Test Stage Prod

Environment Environment Environment Environment

‘ Shift Left ’ - Application Operational Issues / Concerns / Compliance

Build environments that are: ‘Application Aware’
Intro to Agile PM Transforming Roles

Operations evolves into two teams:

• A centralized operations team that better focuses on infrastructure and IT policies, and is shared
across teams
• An application operations team that is dedicated to a project “whole team”

Centralized Operations Application Operations

Team teams

• Manage the common infrastructure • Selection of the application Stack

• Maintain corporate infrastructure policies • Anticipate application failures
(including security, compliance, change
control,monitoring, etc.) • Automate application deployment
• Manage core and common services • Monitor application in Production
• Infrastructure cost optimization
Intro to Agile PM References

References

IT Operations
http://www.gartner.com/it-glossary/it-operations

Shifting Left: Approach and Practice

http://www.slideshare.net/Urbancode/shift-left

Adopting DevOps – Part III: Aligning the Dev and Ops Teams
https://sdarchitect.wordpress.com/2013/04/12/adopting-devops-part-iii-aligning-the-dev-and-ops-teams/

DevOps 101
https://sdarchitect.wordpress.com/2013/06/06/slides-ibm-innovate-2013-session-devops-101/

IT Operations
https://www-01.ibm.com/marketing/iwm/iwm/web/signup.do?source=swg-rtl-sd-wp&S_PKG=ov18162

Formalizing Ops Procedures

http://www.slideshare.net/dev2ops/nexus-live-1
http://devops.com/2014/05/01/devops-change-management/
 Course Topics
1 Infrastructure Strategy
2 Virtualization and Self-Serve Provisioning
3 Operations
4 Operational Technical Debt
5 Operations Metrics
ACADEMY

DevOps
Infrastructure
 Operational Technical Debt Why is this topic important?

Becoming Agile Agile Practices DevOps Courses Development Modules

Agile Academy Leadership Development Infrastructure Strategy

Collaboration Testing Virtualization and Self-Serve Provisioning

DevOps Deployment Operations

Infrastructure Operational Technical Debt

Why is this topic important?

Operations Metrics
• Most people are aware of Application technical debt – this module focuses
on operational technical debt

• Accumulation of technical debt can result in constant firefighting, an inability to

implement projects quickly, unnecessary infrastructure purchases and security vulnerabilities

Out of this module, you will be able to

• Define technical debt

• Learn about the different types of operational technical debt

• Leverage techniques and user stories to manage operational technical debt

• Find resources to learn more

Operational Technical Debt Definition of Technical Debt

Technical debt is the cost of not making improvements Mounting Technical Debt
to your environment which, over time, results in:
Technical Debt accumulation
Debt is non-linear
• Higher operating expenses Velocity

• Increased labor

• Limited functionality 0 1 2 3 4 5

Sprint 1
• Reduced quality Sprint 2
Debt > Sprint

Sprint 3

The more debt we accumulate, the more interest we pay later. Sprint 4

Sprint 5
Operational Technical Debt Types of Operational Technical Debt

Designing a solution without the resources to understand how to support it

Inability to sunset applications / consolidate applications

Security Fixes Network

Ongoing operations and support of design decisions Hardware

Software maintenance General Maintenance

(i.e., middleware, operating system) (i.e., database, storage, business continuity)

Operational Technical Debt

Operational Technical Debt Self-Service Provisioning: Definition and Benefits

Don’t keep Prioritize your Technical Debt Avoid Think broadly

adding to your debt applies to “spend more” about your debt
debt everyone incentives position

Fix debt as part of Identify biggest Conduct peer level Do not succumb Do not just focus
maintenance / problems and reviews to incentives tied on application
development address them first to number of user debt, focus on all
Ensure Ops is part stories delivered technical debt
of the whole team or lines of code
written
Operational Technical Debt Technical Debt Engineering

Incorporates technical debt retirement stories into the agile planning process.

These stories are identified and prioritized as part of iteration planning.

Business
Requirements
Retire
Iteration Technical Debt
Backlog
Planning item at end of
iteration

Technical
Debt Items
Operational Technical Debt Technical Debt User Stories - Examples

As an application owner, I want to upgrade the DB2 version of my application so that I have the most current product
capabilities and avoid outages and performance degradation that there are known fixes or improvements for.

As an application owner, I need an archival process for data over 1 year old so that I can reduce the size of my
database by xx%, which will save “x” dollars per month and improve transaction performance by xx%.

As an application owner, I want to apply the “xxx” security patch to my infrastructure so that IBM is not in the news
as being hacked and there is not a negative impact on the stock price.

As a support team member for a Domain, I need a consolidated view of log information in the form of a portal so that
we improve problem resolution time by xx%
Operational Technical Debt References

References

http://www.castsoftware.com/advertising-campaigns/techni-
cal-debt---deloitte-white-paper-3/thank-you/

http://www.cmfirstgroup.com/wp-content/uploads/2013/04/Tech-Debt-WP.pdf

http://www.informationweek.com/strategic-ci-
o/how-devops-can-cut-innovation-crushing-technical-debt/a/d-id/1318677

http://blog.ingineering.it/post/21311393348/tech-debt
 Course Topics
1 Infrastructure Strategy
2 Virtualization and Self-Serve Provisioning
3 Operations
4 Operational Technical Debt
5 Operations Metrics
ACADEMY

DevOps
Infrastructure
 Operations Metrics Why is this topic important?

Becoming Agile Agile Practices DevOps Courses Development Modules

Agile Academy Leadership Development Infrastructure Strategy

Collaboration Testing Virtualization and Self-Serve Provisioning

DevOps Deployment Operations

Infrastructure Operational Technical Debt

Operations Metrics

Why is this topic important?

• The right metrics are necessary for you to manage operational changes
consistent with your agile objectives

Out of this module, you will be able to

• Explore the DevOps view of operations metrics

• Start identifying new insights within evolving areas of DevOps responsibility

• Discuss some key “whole team” operations metrics

• Point to useful resources to help further your learning on these topics

Operations Metrics DevOps Metrics

DevOps

Dev Test Deploy Ops

Code Complexity Test Coverage # of Deployment Failures Module

Code Cohesiveness Pass / Fail % # of Deployments
Cycle Time Static Analysis Coverage Site Metrics
Defects Non-Functional Coverage Logs & Tool Output
Environment Metrics

Operations Metrics are the metrics relating to the availability and effectiveness of IT infrastructure resources.
Operations Metrics New DevOps Opportunity

New DevOps Opportunity = “measure up”

DevOps
• Whole team responsible on how best to use the infrastructure:
- Traditional, separate Ops teams no longer exist
App Team: App Team: Centralized
- Requires clear operations metrics DEV OPS OPS
• Combine operations metrics with other DevOps metrics:
- Whole teams gain new insights

Examples:
- Whole team focuses on solution availability instead of hosting availability
- Mean Time To Recover ( MTTR )

Measure up:
• Measuring results at the team level rather than the individual level
• Keeps measurements honest and robust
• Raise a measurement one level up individual control to change its
dynamic to a system effectiveness indicator
Operations Metrics Whole Team Operations Metrics: Two Examples

Availability
The ability to execute successful end-to end business transactions
• Identify Failed Business Transactions
• Design apps to support high availability of business transactions

Mean Time To Recover (MTTR)

The ability to execute successful end-to end business transactions
Critical measurement for a whole team
After problem identification, how long does it take to:
• Find the root cause
• Recreate the issue in Development
• Design / Code and Test Solution
• Deploy fixed component or feature back into Production
Operations Metrics Additional Operations Metrics:

Backlog Size & New Deployment Requests

# Items Fixed in Dev/Test & Moved to Prod

Avg. Time to Move over to Production

Avg. SLA Uptime – In Production

Operations Technical Debt

# Problems / Issues

Compliance Posture
Operations Metrics References

References

DevOps Metrics within Continuous Delivery

Continuous Delivery by Jez Humble http://www.continuousdelivery.com/

Operations Metrics through a DevOps Lens

http://www.jedi.be/blog/2011/09/06/velocityconf-devops-metrics/

https://www.thoughtworks.com/radar/techniques/focus-on-mean-time-to-recovery

https://www.pagerduty.com/blog/operational-metrics/

http://www.leanessays.com/2003/01/measure-up.html