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Dual-Mode or Hybrid IT

It’s no surprise that changes in the infrastructure and -in general- in the world of IT won’t be made overnight. Most of my clients ask me to drive a long-term change strategy. Dual-Mode IT, hybrid-cloud or even multi-cloud are the different "facets" in which IT is evolving, but the key message is that it’s highly essential to run both traditional and new “cloudish” IT in the initial phase of the adoption.

Typically what I do with my team is to start changing the test and development infrastructure, because it’s non-critical and helps in enhancing more confidence while adopting new and agile technologies.

How the two worlds can interact really varies from customer to customer. The usual two ways involve either running "parallel worlds" by using an external Cloud Management Portal (or CMP) or by using OpenStack itself as an orchestrator.

We need to take into consideration the existing infrastructure and we need to determine whether we want to break the existing world or just go with a parallel coexistence.

Cloud Management Portal as orchestrator

Cloud management portal as an orchestrator is definitely amongst the safest approaches to "Dual Mode IT". By using a Cloud Management Portal (CMP), you will not be creating any alterations in the existing infrastructure that runs on VMWare.

While it is not my personal choice, with a CMP you will not only be able to integrate VMware and OpenStack but will also utilize other virtualization and cloud solutions, such as Amazon AWS and Microsoft Azure. This will allow the existence of complete decouple technologies, even VMWare.

However, depending on the vendor of the CMP, you might be locked-in a specific vendor. This will be the case unless you decide to embrace an open-source version, but in any case, it will be less "open" than the APIs provided by OpenStack.

The truth is that VMWare is still an important platform and certified for certain workloads that are not "cloudish". Most of these workloads are just the virtual representation of the bare metal ones. We are talking about monolithic architectures, such as Oracle, Microsoft Exchange and -to some extents- SAP (currently changing). Today, each instance of an application of this sort is still encapsulated in a single virtual machine and grows by scaling up on a single physical server running the ESXi hypervisor. While, these solutions work well, they also require certain architectural choices to be made, such as reliance on shared storage that makes the process of scaling out difficult.

In the case of a CMP, it is possible to have two different and separated clusters that run unmodified; an OpenStack for the new cloud and dynamic applications, and an existing VMWare for the traditional monolithic workloads.

Let me give you a more complicated example of a client of mine in the oil and gas industry. To get things a little more complicated, Microsoft was given the option to use Azure services as part of their global agreement and therefore was key to being integrated.

We introduced a cloud management portal and automation tools to orchestrate an internal production area on VMWare where the traditional workloads sit (typically Oracle and SAP), an internal OpenStack area with development and testing and limited internal web applications, and an Azure area with public sites in need of bandwidth.

With this kind of scenarios, the use of internal or external doesn't change the way IT operates. Moreover, if planned in a proper way, a multi-datacenter OpenStack can allow the customer to have an automated disaster recovery system, if not active-active business continuity and that too with at very low costs.

It’s no doubt that service providers and outsourcers were the first who understood that the adoption of open standards and agile "DevOps" methodologies bring many benefits, but also enterprises from small to large will be able to benefit from these as well.

Example of Cloud Management Platforms:

OpenStack as orchestrator

In this scenario, OpenStack is used as the control plane to manage a multi-hypervisor cloud, running both vSphere and alternate hypervisors such as KVM or Xen. This approach provides common, self-service provisioning and API access. It consolidates cloud management while allowing applications to be hosted on the environment best suited for them.

To be honest, this is my favorite way of integrating VMWare, because OpenStack acts like a single point of APIs for all workloads. On the downside, the drawback it provides is that it only applies to VMWare and it is preferable to run a separate VMWare cluster rather than the one you already deployed. However, a VMWare workload will be certified.

With OpenStack Horizon, the user is provided with a consistent experience while offering IT the flexibility to efficiently manage the overall infrastructure and resource utilization. OpenStack supports VMWare integration through vCenter and does not allow standalone ESXi hypervisors, like in the following drawing:

Let’s talk about a well-known success story, Intel IT’s hosting organization ran a large enterprise private cloud supporting mostly traditional enterprise workloads such as ERP, a mix of custom in-house developed applications, and commercial off-the-shelf applications.

In 2010, they implemented a custom private cloud - a VMware-based virtualization of the data center server environment with self-service capabilities - built from existing available components. Hosting operated a separate OpenStack cloud servicing a greenfield implementation of KVM and Ceph for provisioning both internal and externally-facing workloads.

The second and current instantiation of their private cloud were built upon OpenStack as the datacenter control plane to provide an abstraction layer to the legacy cloud infrastructure. This allowed Intel to end-of-life the custom automation built for the initial private cloud.

IT professionals at a large multinational banking and financial company virtualized 70-80 percent of its servers with VMware and built a tremendous amount of expertise. They wanted the self-service capabilities of the cloud to provide ESXi virtual machines using VMware HA and vMotion without re-working existing monitoring and disaster recovery. They decided on an OpenStack management cluster to leverage the existing infrastructure and expertise. They selected one of the commercial distributions supporting ESXi.

The way I usually integrate the two "worlds" is by providing two OpenStack regions, one based on vSphere and the other based on KVM. OpenStack CLI and REST API will control VMware compute, storage and networking resources for simplified, more agile cloud automation while retaining use of VMware tools like vMotion.

By adopting VMware vSphere and ESXi, you will have installed certain limitations in using OpenStack. Essentially, you can't run storage different from what is supported by VMware, i.e. you can't use Swift for example. Same thing on the network side. The only supported SDN is through NSX and without it you will be able to use only flat VLANs or flat DHCP. Glance cannot be shared between environments and is limited to the VMWare datastore.

The upstream OpenStack distribution supports VMWare out of the box by integrating with VMWare sphere management server. If you want to have a commercial support, the following OpenStack distributions support the VMware ESXi hypervisor in a cloud environment:

  • HP Helion OpenStack
  • Mirantis OpenStack Private Cloud Software
  • Red Hat Enterprise Linux OpenStack Platform (RHOS)
  • SUSE OpenStack Cloud
  • Ubuntu OpenStack
  • VMware Integrated OpenStack

The VMware Integrated OpenStack (VIO) is a very specific distribution from VMware that combines OpenStack and vSphere (ESXi) for compute, NSX for networking, VSAN for storage components in a single stack. VIO is another option for enterprises to run an OpenStack deployment on top of their existing VMware infrastructure. This is a great way to have OpenStack up and running in basically no time, however, no other virtualization, storage, and network technology can be integrated.