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Prying the Cloud Open: Dell Crowbar & OpenStack Rob Hirschfeld (@zehicle), Principal Cloud Architect

Joseph B. George (@jbgeorge), Senior Cloud Strategist

July 2011, OSCON

Intersection of two major technology waves:

Operational Automation (DevOps)

Open Source Cloud (OpenStack)

Together, a practical approach to cloud scale

Manages elastic resources

Embraces constant change

Productizes best practices

July 20, 2011 Dell Cloud Solutions 2

Open Cloud Operations

Hyper-scale (1000s of servers) forced customers to change their core assumptions.

To operate large systems, customers

Embraced scale out design (inconsistency is OK)

Eliminated hardware redundancy (too expensive)

Shunned manual steps (too slow)

Lessons from Hyper-scale

July 20, 2011 Dell Cloud Solutions 3

Cloud servers forced customers to change their core assumptions.

To operate remote virtualized systems, customers

Embraced scale out design (to get elastic growth)

Lived with weak SLAs (that was all that was offered)

Worked around lack of physical access (not available)

July 21, 2011 4

Lessons from Public Clouds

Dell Cloud Solutions

Clouds demand significant operational and process controls

Operational decisions drive hardware and software decisions

We are finding ways to productize operations into best practices

July 20, 2011 Dell Cloud Solutions 5

Clouds require an Operational Focus

HW

SW

OPS

DevOps is an operational approach that automates system configuration and management.

To manage cloud systems, customers

Need to manage servers as groups

Must respond to rapid infrastructure changes

Have repeatable automated deployments

July 21, 2011 6

DevOps Addresses Challenges

Dell Cloud Solutions

The cloud market was highly fragmented

Amazon dominated but was not public domain

VMware was building on their enterprise base

Microsoft was taking the PaaS route

Many small players but no community projects

Service Providers could not agree on APIs

July 20, 2011 Dell Cloud Solutions 7

Missing Cloud Infrastructure

We needed Cloud Infrastructure that

Had support from major industry players

Was collaboratively developed without a single owner

Had an API that was Service Provider license friendly

Could be demonstrated to run at scale

Was built on open source components

Had global reach and support

July 20, 2011 Dell Cloud Solutions 8

Community Cloud Infrastructure

July 20, 2011 Dell Cloud Solutions 9

OpenStack!

July 20, 2011 Dell Cloud Solutions 10

Making an OpenStack Cloud

HW

SW

OPS

? Operations

? Expertise

Resources ?

OPS

SW

July 20, 2011 Dell Cloud Solutions 11

Dell OpenStack Cloud Solution

HW

SW

OPS

“Crowbar”

CloudOps

Software

Services &

Consulting

Reference

Architecture

How DevOps is Different Images vs. Layers

TECHNICAL CONTENT AHEAD

July 20, 2011 Dell Cloud Solutions 12

$ $

Images vs. Layers: Overview

Images: Single Unit Layers: Stacked Pieces

July 20, 2011 Dell Cloud Solutions 13

Integrations + Applications +

Utilities + Operating System

Configuration

Operating System

Utilities

Application Bar

Application Foo

Integrations

Co

nfi

gu

rati

on

Images vs. Layers: Lifecycle

Images: Replacement Layers: Upgrade

July 20, 2011 Dell Cloud Solutions 14

I+A+U+O/S

Config

OS

U Bar v1

Foo I

Co

nfi

g

I+A+U+O/S

Config

I+A+U+O/S

Config

I+A+U+O/S

Config

OS

U Bar v2

Foo I

Co

nfi

g

Bar v2

Images vs. Layers: Details

Images

Like a Compiled Language

Early Binding

Tightly Coupled

Assembled as a package

1-Step Deployment

Big Storage Footprint

Cloned from “Golden Image”

Single Version

Layers

Like an Interpreted Language

Late Binding

Loosely Coupled

Assembled in parts

Multi-Step Deployment

Small Footprint (packages)

Setup per instance

Discrete Versions

July 20, 2011 Dell Cloud Solutions 15

Images vs. Layers: Mo’ Details

Images

Very Static Operations

Manual Setup

Low Entry / High Maintenance

Works well in Enterprise

Hardware Sensitive

Brittle

Typically: Windows

Layers

High Change Operations

Automated setup

High Entry / Low Maintenance

Works well in Cloud

Hardware Agnostic

Elastic

Typically: Linux

July 20, 2011 Dell Cloud Solutions 16

Images vs. Layers

Soup

Delicious!

Fast!

Premixed

Hard to customize

Hard to change

Hard to carry

Every batch is unique

Sandwich

Delicious!

Fast!

Flexible

Easy to customize

Configurable

Very portable

Components can be common

July 20, 2011 Dell Cloud Solutions 17

7/21/2011 Confidential 18

Cloud Deployments are Complex

Source: Ken Pepple

Crowbar has scripts that install the components of OpenStack Nova in a proven pattern that can be customized after the fact.

There are lot of pieces, but they share many elements!

July 20, 2011 Dell Cloud Solutions 19

CloudOps for OpenStack

OS

U

Nova Node

I

Co

nfi

g

OS

U

Nova API

I

Co

nfi

g

OS

U

Nova Node

I

Co

nfi

g

OS

U

Nova Node

I C

on

fig

OS

U

Nova Node

I

Co

nfi

g

OS

U

Nova Node

I

Co

nfi

g

OS

U

Nova Node

I

Co

nfi

g

OS

U

Nova DB

I

Co

nfi

g

OS

U

Nova Cntrl

I

Co

nfi

g

OS

U

Dash Board

I

Co

nfi

g

OS

U

Nagios

I

Co

nfi

g

OS

U

Crowbar Chef

I

Co

nfi

g

Plus interconnections are highly complex and dynamic

July 20, 2011 Dell Cloud Solutions 20

CloudOps for OpenStack

OS

U

Nova Node

I

Co

nfi

g

OS

U

Nova API

I

Co

nfi

g

OS

U

Nova Node

I

Co

nfi

g

OS

U

Nova Node

I C

on

fig

OS

U

Nova Node

I

Co

nfi

g

OS

U

Nova Node

I

Co

nfi

g

OS

U

Nova Node

I

Co

nfi

g

OS

U

Nova DB

I

Co

nfi

g

OS

U

Nova Cntrl

I

Co

nfi

g

OS

U

Dash Board

I

Co

nfi

g

OS

U

Nagios

I

Co

nfi

g

OS

U

Crowbar Chef

I

Co

nfi

g

7/21/2011 Confidential 21

No soup for you!

Crowbar Deep Dive

WARNING: TECHNICAL CONTENT AHEAD

July 20, 2011 Dell Cloud Solutions 22

$ $

Mission: “A Zero Touch Cloud Installer” Servers in boxes to full function cloud in under 2 hours

Fast & Flexible Bare metal install including BIOS & RAID config Users can choose how their system is configured (“barclamps”)

DevOps Embracing Ongoing Operations Model (DevOps for Clouds) Leverages & Wraps Opscode Chef

Open Not specific to OpenStack – Dell using for other Apps Not restricted to Dell hardware Apache 2 licensed

July 20, 2011 Dell Cloud Solutions 23

What is Crowbar?

July 20, 2011 Dell Cloud Solutions 24

Crowbar Stages of Deployment D

ell

“C

row

ba

r”

Op

s M

an

ag

em

en

t

Core Components &

Operating Systems

Cloud

Infrastructure &

Dell IP Extensions

Physical Resources

APIs, User Access,

& Ecosystem

Partners

* Crowbar has potential to service other programs beyond OpenStack

Includes all the components required to implement an entire cloud infrastructure including ecosystems partners

Pluggable components deploy cloud infrastructure.

Allow for addition of Dell IP and expansion by the community services and customers

Can integrate with Dell existing products

Delivers basic data center services and required cloud infrastructure.

Provision bare-metal servers from box to cloud WITHOUT user intervention (other than racking/cabling and some minimal configuration questions) NOT EXCLUSIVE TO DELL HARDWARE

July 20, 2011 Dell Cloud Solutions 25

Crowbar = Install State Machine

July 20, 2011 Dell Cloud Solutions 26

Modular Design: Barclamps D

ell

“C

row

ba

r”

Op

s M

an

ag

em

en

t

Core Components &

Operating Systems

Cloud

Infrastructure &

Dell IP Extensions

Physical Resources

APIs, User Access,

& Ecosystem

Partners

* Crowbar has potential to service other programs beyond OpenStack

Crowbar

Deployer

Provisioner

Network RAID

BIOS IMPI

NTP

DNS Logging

Nova Swift Glace

Nagios Ganglia Dashboard

Compellent EqualLogic

July 20, 2011 Dell Cloud Solutions 27

Live Demo (placeholder)

July 20, 2011 Dell Cloud Solutions 28

Live Demo (placeholder)

In Conclusion,

July 20, 2011 Dell Cloud Solutions 29

Intersection of two major technology waves:

Operational Automation (DevOps)

Open Source Cloud (OpenStack)

Together, a practical approach to cloud scale

Manages elastic resources

Embraces constant change

Productizes best practices

July 20, 2011 Dell Cloud Solutions 30

Open Cloud Operations

July 20, 2011 Dell Cloud Solutions 31

OpenStack + Crowbar =

Questions? More info:

• http://Dell.com/OpenStack - White Papers & More!

• http://RobHirschfeld.com – Technical & Agile

• http://JBGeorge.net – Business & Marketing

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