Professional Documents
Culture Documents
Study Guide
This study guide will help prepare you for the IBM
Cloud for Financial Services Certification Examination.
Courses Objectives
Customer Workload Environment Describe the concept of lift and shift and alternatives to it
Explain when to use lift and shift
Describe the factors for consideration when performing a migration
assessment
Describe the workload model
Discuss the important aspects to consider when evaluating data
stores for migrating to IBM Cloud
Explain the importance of mapping security controls to FS for cloud
prior to migration to the cloud
Discuss compliance requirements as they relate to the security
model
Define the Data Governance model
Discuss Wave planning
Describe how to create a pain-versus-gain grid
Describe the options for data storage that are available on IBM
Cloud
Lessons
Objectives
• Describe the concept of lift and shift, when it should be used, and alternatives to it
• Describe the factors for consideration when performing a migration assessment
• Describe the workload model
• Discuss the important aspects to consider when evaluating data stores for migrating to IBM Cloud
• Explain the importance of mapping security controls to FS for cloud prior to migration to the cloud
• Discuss compliance requirements as they relate to the security model
• Define the Data Governance model
• Discuss wave planning to prioritize workloads
• Describe the options for data storage that are available on IBM Cloud
When does Lift and Shift make more sense than a PaaS migration?
On-premises infrastructure costs are skyrocketing, but the organization is not ready to rearchitect
its applications.
The organization wants to migrate off-the-shelf applications.
The organization needs less-costly, more-scalable backup and recovery.
Important to note:
Consider using VMware HCX when using the lift and shift migration pattern for VMware workloads.
VMware HCX simplifies the migration process for VMware workloads. Rapidly moving to cloud by
migrating existing applications is an advantage of lift and shift under the VMware architecture.
VMware with elasticity requirements is a good workload option for lift and shift to a cloud platform
with optimum efficiency.
Wave planning in the cloud workload assessment establishes the sequence of workloads to transform,
with constraints and dependencies.
How Cloud Workload Assessment Fits into the Cloud Adoption and Transformation
Journey
Easier to Move
• Microservices
• Applications following the 12-factor methodology
IBM Cloud Object Storage IBM Cloud Block Storage IBM Cloud File Storage
(COS)
Stores and retrieves objects in Stores data files separated into Flash-backed, durable, fast,
a single repository based on a block on SANs or cloud-based and flexible NFS-based file
unique key that is replicated storage environments. storage with customizable
across multiple data centers. It IOPS and predictable billing.
also has better cost efficiency. File storage is usually
Encrypt buckets with HPCS. accompanied with Network
Ex. Storage behind a database Attached Storage (NAS)
Ex. Data archiving, analytics platform, OpenShift application technology. Presents storage to
storage, generate mountable needing single zone users and applications using
file systems in Red Hat (or directory trees, folders, and
Portworx) individual files.
Data Security
There are three key components to data security:
1 2 3
Governance Model
Data governance provides the means to supplement management in situations where no single manager
has authoritative control. In those cases, you can use data governance to affect control and direction.
Nobody wants to escalate cross-organizational decisions all the way up to the president or managing
director. Data governance provides the means to supplement management in situations where no single
manager has authoritative control.
A good security governance model that extends an existing security policy onto cloud-based systems
enforces the IT security policy through security controls, meets industry compliance regulations, and
automates compliance validation. Below, you will find the main capabilities of data governance.
Readiness Assessment
Readiness Assessment is the second stage of the cloud adoption and transformation journey. In this
stage, a minimum viable product (MVP) is established.
The FIPS 140-2 Level 4 encryption offered by IBM Hyper Protect Crypto Services allows sensitive data
to be migrated to the cloud.
The IBM Cloud Satellite service enables the creation of hybrid environments where data and customer
applications can still run on-premises.
Your organization must establish a quantifiable measurement to gauge the pain or gain. This
measurement is further dependent on individual workload characteristics and includes factors such as
platform type, unique hardware considerations, stability, and business criticality. IBM uses a standard
list of attributes that are further informed by the organization's attributes and objectives. Organizations
might establish their own measurements such as:
In this example
grid, the workload
is plotted based
on the assessed
attributes, the
gain that is
associated with
cloud disposition,
or both.
Typically, the
upper-right
quadrant reflects
the workloads to
target first, as
they represent the
most value with
minimal effort.
Question 1.
In addition to planning for the expected longevity of the application and potential
for retirement, what is one other item to consider when migrating target
applications to cloud using lift and shift?
A. Ensure that the compliance standards for your application can be met by
the cloud provider
B. The number of applications that must be rewritten to be cloud ready
C. The requirements for connectivity between VMs on-premises
D. How many services are available on the cloud provider's platform
Question 2.
Question 3.
When migrating workloads to the IBM Cloud for Financial Services, which of the
following identifies a benefit afforded by a lift and shift approach?
Question 4.
What can be used to streamline VMware workloads during lift and shift migration?
Question 5.
A. On-premises to CaaS
B. On-premises to SaaS
C. On-premises to PaaS
D. On-premises to laaS
Question 6.
A good, efficient option for lift and shift to a cloud platform would be which of the
following workloads.
Question 7.
Which of the following identifies the primary purpose of wave planning for
workload migration?
Question 8.
When a client wants to take the first step toward moving workloads to the cloud,
which service offering from the IBM Cloud Garage would you recommend?
Answer C. When a client wants to take the first step toward moving
workloads to the cloud, you should recommend executing a cloud workload
assessment.
20 © Copyright IBM Corp. 2022
Course 3: Customer Workload Environments
Check Your Knowledge
Question 9.
Question 10.
Which of the following is true about the IBM Cloud for Financial Services Controls
Framework and its relationship to the governance model for financial institutions
who adopt the IBM Cloud for Financial Services?
A. The IBM Cloud for Financial Services Controls Framework does not
define the governance model.
B. Specific controls of financial institutions do not map to the governance
model.
C. All of the compliance standards and regulations applicable to a financial
institution are covered by the IBM Cloud for Financial Services Controls
Framework.
D. The governance model for financial institutions is directly affected by
the IBM Cloud for Financial Services Controls Framework.
Answer A. The IBM Cloud for Financial Services Controls Framework does
not define the governance model for financial institutions who adopt the
IBM Cloud for Financial Services.
22 © Copyright IBM Corp. 2022
Course 3: Customer Workload Environments
Check Your Knowledge
Question 11.
Question 12.
A. Limited access to APIs to service accounts and generate logs from only
successful API access, and support for mobile application management
functions
B. The ability to generate logs from only successful API access, and the
ability to access services using RESTful APIs
C. The ability to secure access to the API with authentication and
authorization services, and the ability to provide RESTful APIs
D. Support for compliance scanning of API and support for mobile
application management functions
Question 13.
When utilizing Red Hat OpenShift in an MZR on IBM Cloud, which two options can
be used to create a mountable file system volume?
Question 14.
What are two primary benefits the IBM Cloud for Financial Services offers when
performing a readiness assessment for moving a financial services application to
the cloud?
Question 15.
Which of the following identifies two types of application architectures that are
generally considered easier to migrate to cloud environments?
Question 16.
When thinking about the benefits and/or cost of moving an application workload to
the cloud, which two disadvantages should be considered?
Question 17.
Question 18.
In considering the IBM Cloud for an OpenShift application, which of the following
persistent storage solutions only supports a single zone?
Question 19.
A. PaaS
B. Cloud native
C. Lift and shift
D. SaaS
Question 20.
A. VMware
B. Quantum
C. Hyper Crypto
D. Watson
Question 21.
Reduction in time and _____ needed to deploy and administer the build is an
advantage to consider when migrating an application workload to the cloud.
A. Cost
B. Complexity
C. Work
D. Risk
Answer C. Reduction in time and work needed to deploy and administer the
build is an advantage to consider when migrating an application workload to
the cloud.
33 © Copyright IBM Corp. 2022
Customer Workload Environment
Study Guide
Acronyms