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© 2009 IBM Corporation Cloud Resiliency Dr. Thomas Lumpp, IBM Deutschland Research & Development GmbH [email protected]

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© 2009 IBM Corporation

Cloud Resiliency

Dr. Thomas Lumpp, IBM Deutschland Research & Development GmbH

[email protected]

© 2010 IBM Corporation2

Disclaimer

This document represents the author's views and opinions.

It does not necessarily represent IBM's position or strategy.

© 2010 IBM Corporation3

Contributor to this presentation

Gerd Breiter, Distinguished Engineer, Cloud Architecture

Juergen Schneider, Distinguished Engineer, TSAM Architecture

Bernd Jostmeyer, Lead Developer System Automation Application Manager

Isabell Schwertle, System Automation Development

Dominik Brugger, Content Security Engineering

© 2010 IBM Corporation4

Agenda

Part I: Introduction

Introduction Resiliency for the Cloud

Resiliency: Availability, High Availability, and Disaster Recovery

Recovery Time Objective and Recovery Point Objective

Part II: Cloud Resiliency

High Availability of the Common Cloud Management Platform

Excursus on “High Availability Nomenclature and Classification”

Stateless Applications, Stateful Application types (Warm-Standby, Hot-Standby, Active-Active)

High Availability of the Virtualized Infrastructure and Cloud Services

© 2010 IBM Corporation

Motivation(or: Why should I listen to this talk?)

IDC Survey:IT executives/CIOs and their line-of-business (LOB) colleagues about their companies’ use of, and views about, IT Cloud Services

Enterprise Clouds require answers to these issues

© 2010 IBM Corporation

Availability, High Availability and Disaster Recovery

Stuttgart (Production) Böblingen (Backup)

� Availability − Recover from HW failure and eventually recover from application failure− No redundancy

� High Availability− HW and/or SW Redundancy− Resiliency scope of a single site (data center)

� Disaster Recovery− Resiliency across data centers− Typically implies data replication

© 2010 IBM Corporation

Factors for High Availability

Software Redundancy

Software Redundancy

Hardware Redundancy

Hardware Redundancy

Hardware / Hypervisor Monitoring& Recovery

Hardware / Hypervisor Monitoring& Recovery

Data Resiliency

Data Resiliency

Network Availability

Network Availability

Coordinated Software

Monitoring & Recovery

Coordinated Software

Monitoring & Recovery

Large number of possible combinations

HW/Hypervisor SW

© 2010 IBM Corporation

Business Relevance of Availability

� Commerce is handled over the internet and computing centers are growing

� At the same time businesses need to ensure that their systems are available 24/7

� Downtime can be directly translated into loss of revenue

� Average cost of 1 hour downtime: 42.000$

� Popular examples are Amazon, Google and Ebay

� Usual customers also include Banks, Insurance Providers and Computing Centers

5.26 minutes99,999%

31.5 seconds99.9999%

52.6 minutes99.99%

8.76 hours99.9%

3.65 days99%

18.25 days95%

36.5 days90%

Downtime per yearAvailability

© 2010 IBM Corporation

Recovery Time Objective, Recovery Point Objective, Network Recovery Objective

Recovery Time Objective

Time delay between outage and recovered application

Outage Up and runningOutage

Point in time of last

backup, snapshot, or

replication

Recovery Point Objective

RPO of “5 mins” = in case of an outage the data of the last 5

mins “could” be lost…

TREND: RPO = 0

Network Recovery Objective

Time delay between outage and network availability

© 2009 IBM Corporation

Part II: Cloud Resiliency

© 2009 IBM Corporation11

Cloud Computing…

… is a user experience and a business model• Cloud computing is an emerging style of computing in which applications, data, and IT resources are

provided as services to users over the network.

… is a infrastructure management methodology• Cloud computing is a way of managing large numbers of highly virtualized resources such that from a

management perspective, they can be automatically aggregated to deliver services.

Service Consumers

Service Catalog,ComponentLibrary

CloudAdministrator

DatacenterInfrastructure

Monitor & ManageServices & Resources

Component Vendors /Software Publishers

Publish & UpdateComponents,Service Templates

AccessServices

IT CloudResilient Cloud Management Platform

Resilient Virtualized Platform

Resilient Cloud Services

© 2010 IBM Corporation12

Introduction to Cloud Resiliency

Common Cloud Management Platform

Virtualized Infrastructure – Server, Storage, Network, Facilities

Service Business Manager Service Operations Manager

Cloud Services

Use

r Inte

rface

AP

I

Software-as-a-Service

Platform-as-as-Service

Infrastructure-as-a-Service

Business-Process-as-a-Service

Metering, Analytics & Reporting

Service Provider Portal

Configuration Mgmt

Offering Mgmt

Order Mgmt

Accounting & Billing

Customer Mgmt

Entitlements

Contract Mgmt SLAReporting

Pricing & Rating

Peering & Settlement

Subscriber Mgmt

Service OfferingCatalog

Invoicing

Service Automation Management

Virtualization Mgmt

Provisioning

Monitoring &Event Management

IT Asset & License Management

Service Request Management

IT Service Level Management

Image Lifecycle Management

Capacity &Performance Management

Incident, Problem &Change Management

BSSBusiness

Support

System

Se

rvice

De

velo

pm

ent P

orta

l

AP

I

Se

rvice

Delive

ry Po

rtal

OSSOperationalSupport

System

Service Transition Manager

Service Security Manager Security & Resiliency

Service Delivery Catalog

Service Templates

Resilient Virtualized Infrastructure• Very high resiliency requirements to prevent mass

outage• Failure of a single blade not as critical as the failure of a

complete blade landscape

Resilient Cloud Services• Today, cloud services are mostly offered with no Quality of Services (QoS) for resiliency• this will change …

Resilient Common Cloud Management

Platform• High resiliency requirements for the

a) cloud management (OSS) b) cloud business application (BSS)

© 2010 IBM Corporation13

High Availability of Common Cloud Management Platform

Common Cloud Management Platform

Virtualized Infrastructure – Server, Storage, Network, Facilities

Service Business Manager Service Operations Manager

Cloud Services

Use

r Inte

rface

AP

I

Software-as-a-Service

Platform-as-as-Service

Infrastructure-as-a-Service

Business-Process-as-a-Service

Metering, Analytics & Reporting

Service Provider Portal

Configuration Mgmt

Offering Mgmt

Order Mgmt

Accounting & Billing

Customer Mgmt

Entitlements

Contract Mgmt SLAReporting

Pricing & Rating

Peering & Settlement

Subscriber Mgmt

Service OfferingCatalog

Invoicing

Service Automation Management

Virtualization Mgmt

Provisioning

Monitoring &Event Management

IT Asset & License Management

Service Request Management

IT Service Level Management

Image Lifecycle Management

Capacity &Performance Management

Incident, Problem &Change Management

BSSBusiness

Support

System

Se

rvice

De

velo

pm

ent P

orta

l

AP

I

Se

rvice

Delive

ry Po

rtal

OSSOperationalSupport

System

Service Transition Manager

Security & Resiliency

Service Delivery Catalog

Service Templates

Resilient Common Cloud Management

Platform• High resiliency requirements for the

a) cloud management (OSS) b) cloud business application (BSS)

© 2010 IBM Corporation14

Sample Cloud Management Platform – High Availability Considerations

WebSphere Edge

WebSphere Edge

TivoliWebSEAL

TivoliWebSEAL

HTTP Server

HTTP Server

WebSphereDMGR

Tivoli AccessManager (TAM)

WebSphereCloud Portal

WebSphereCloud Portal

WebSphereCloud Portal

WebSphereCloud Portal

TAMWebSphere

Apache Tomcat

Apache Tomcat

Apache Active MQ

Apache Active MQ

TSAM

Directory Server TDS

Directory Server TDS

DB2 Cloud Portal

DB2Cloud Portal

TAMWebSphere

TSAM AdminServer Maximo

NFS

NFS

Cloud UI BSS

TSAM

Cloud

Portal DB

NFS

Edge

Svr

Web

Svr

Security (Authentification)

© 2010 IBM Corporation

Excursus: Application types

� High availability for applications is highly dependant on the application type

� Two general distinctions:– Stateless Application

means there is no record of previous interactions and each interaction request has to be handled based entirely on information that comes with it. Example: WebServer with static Web Page Serving

– HA Impact: Can be started without “reloading” any state

– Stateful Applicationmeans the computer or program keeps track of the state of interaction, usually by setting values in a storage field designated for that purpose.Stateful applications should implement transactional behaviour and need to maintain a state to be recoverable without loosing significant value

– Example: Databases (ongoing transaction is a state), MQSeries

– HA Impact: Cannot be restarted without knowledge of the previous state (from an application point of view)

© 2010 IBM Corporation16

Excursus - High Availability for non-WAS based Applications/Components

•Warm-Standby (Type I)

– Recommendation:

• Use SA MP for Warm-Standby (Example: DB2 )

• Hot Standby (Type II)

–Recommendation (for existing proprietary Hot Standbysolutions):

• Use SA MP for split-brain resolution andautomation (Example: DB2 HADR)

Warm Standby and Hot Standby

(StatefulApplication Component –Single Instance)

• No failover required

• Recommendation:

–Provides implicit HA by running multiple instancesin parallel

Stateless Application –Multiple Instances

• Active/Active (Type III)

–No failover required, implementation requires a very complicated, infrastructure to support data integrity and resiliency (e.g. DB2 pure Scale)

– Recommendation:

• Use SA MP for split-brain resolution and automation

Active-Active

(StatefulApplication Component –Single Instance)

RecommendationApplication / Component Type

Stateless

Warmstandby

HotStandby

ActiveActive

Web Web Web

System I System II System III

DB2

Warm-Standby

DB2HADR

DB2HADR

Hot-Standby

System IISystem I

System I System II

DB2 DB2 DB2

Active / Active

System I System II System III

Stateless Application

© 2010 IBM Corporation17

Excursus - High Availability for WAS based Applications/Components

•Type IV: J2EE container based

Recommendation:

• If NFS V4 available

–Use WAS ND’s embedded HA Manager

J2EE container-based(Application runs across multipe application server

instances)

•Recommendation:–Use SA MP to restart a failed component

• Example: Workload Scheduler

Application runs in a single WebSphere Application Server instance

• Recommendation:

–Use SA MP to automate and restart failed components

• Example: CCMDB / Maximo

Non-pure J2EE Component (Application runs across multipe application server

instances)

RecommendationApplication / Component Type

Single WAS inst.

Pure J2EE mutliple

Inst.

Non Pure J2EE

mutliple Inst.

WAS

Appl

J2EEcontainer

Appl

J2EEcontainer

Appl

J2EEcontainer

Appl

HA Manager / SA MP

WebSphere Cluster

WAS

Stateful

Appl

WAS

Stateful

Appl

WAS

Stateful

Appl

DB2

System IISystem I

System I System II System III

System IV System V

Singe WAS Instance

J2EE Container-based

Non-pure J2EE

© 2010 IBM Corporation

Application type groups

� The application type determines the cluster setup.

Pure JEE Multi Instance

Single WAS Instance

Stateless

Warm standby

Hot standby

ActiveActive

Group 1 (single instance) (No application awareness required)

* Active instance: Application instance that allows interaction, i.e. processing of user requests

Group 2 (Application awareness required)

No application awareness required

One active instance* at a time

Multiple active instances* at a time

Application awareness required (but typically embedded in the application)

Non Pure J2EE mutliple

Inst.

HA Cluster (also known as Failover Cluster)

Workload Cluster (also known as Loadbalanced Cluster)Group 3

(No application awareness required)Note: Active/Active and pureJEE requiremost often application awareness – but this is typically embedded in application

© 2009 IBM CorporationCloud Resiliency – Dr. Thomas Lumpp

BSS

NFS

Cloud

Portal DB

Cloud UI

TSAM

Security (Authentification)

Web

Svr

Edge

Svr

Sample Cloud Management Platform – High Availability Architecture

WebSphere Edge

WebSphere Edge

TivoliWebSEAL

TivoliWebSEAL

HTTP Server

HTTP Server

Tivoli AccessManager (TAM)

WebSphereCloud Portal

WebSphereCloud Portal

WebSphereCloud Portal

WebSphereCloud Portal

TAMWebSphere

Apache Tomcat

Apache Tomcat

Apache Active MQ

Apache Active MQ

TSAM

Directory Server TDS

Directory Server TDS

DB2Cloud Portal

DB2Cloud Portal

TAMWebSphere

TSAM AdminServer Maximo

NFS

NFS

WebSphereDMGR

Warmstandby

Stateless

HotStandby

Single WAS inst.

Pure J2EE mutliple

Inst.

ActiveActive

Application Types

Group 1 Group 2 Group 3

© 2009 IBM CorporationCloud Resiliency – Dr. Thomas Lumpp20

Introduction to Cloud Resiliency

Common Cloud Management Platform

Virtualized Infrastructure – Server, Storage, Network, Facilities

Service Business Manager Service Operations Manager

Cloud Services

Use

r Inte

rface

AP

I

Software-as-a-Service

Platform-as-as-Service

Infrastructure-as-a-Service

Business-Process-as-a-Service

Metering, Analytics & Reporting

Service Provider Portal

Configuration Mgmt

Offering Mgmt

Order Mgmt

Accounting & Billing

Customer Mgmt

Entitlements

Contract Mgmt SLAReporting

Pricing & Rating

Peering & Settlement

Subscriber Mgmt

Service OfferingCatalog

Invoicing

Service Automation Management

Virtualization Mgmt

Provisioning

Monitoring &Event Management

IT Asset & License Management

Service Request Management

IT Service Level Management

Image Lifecycle Management

Capacity &Performance Management

Incident, Problem &Change Management

BSSBusiness

Support

System

Se

rvice

De

velo

pm

ent P

orta

l

AP

I

Se

rvice

Delive

ry Po

rtal

OSSOperationalSupport

System

Service Transition Manager

Service Security Manager Security & Resiliency

Service Delivery Catalog

Service Templates

Resilient Virtualized Infrastructure• Very high resiliency requirements to prevent mass

outage• Failure of a single blade not as critical as the failure of a

complete blade landscape

Resilient Cloud Services• Today, cloud services are mostly offered with no Quality of Services (QoS) for resiliency• this will change …

© 2010 IBM Corporation

Resilient Cloud Services: Relevance for the Cloud

� Status Quo:– Cloud Services are cheap, but not reliable*

� Trend– Customers starting to move from pure development/test cloud usage to production

usage– As soon as business critical workload will be moved to the cloud, demand for robust,

resilient and highly available cloud services will increase

� * Reliability is influenced by various parts, see later

© 2010 IBM Corporation22

Cloud Services with High Availability QoS

Idea:

• Service provider offers cloud services with simplified High Availability QoSs (e.g. Basic, Premium, Deluxe)

• Customer does not necessarily need to understand the technical details

Criterias of QoS for Cloud Service High Availability

• Detection and recovery from HW, hypervisor, or OS failure by ...– restarting OS image or – failover OS image to another running hypervisor

• Detection and recovery from application failure

• Introduce Redundancy (HW/SW) according to requested High Availability QoS (gold, ...)– E.g. select appropriate application type (warm standby, hot standby, active-active, ...)

• (note: data is not in scope)

© 2010 IBM Corporation

Cloud Services with High Availability Quality of Service

Cloud Service Consumer

request and

consume

SaaS

PaaS

IaaS Compute

simplify and map

23

Many Factors for High Availability

Private or Public Cloud

VM

DB2HA

Middleware

VM

DB2HA

Middleware

Core Concept:

Map Levels to Specific Cloud

Services

provisions

monitors

Cloud Service Provider

Cloud Service Developer

HA Descriptor

ApplicationImageInstance

of

creates

© 2010 IBM Corporation24

Four Levels of High Availability for anApplication in the Compute Cloud (IaaS)

1) Economy: No Recovery

2) Advanced: Automatically Restart Compute Cloud Instance

3) Premium: Automatically Restart Compute Cloud Instance and Monitor/Restart Application

4) Deluxe: Use Cluster Technology:Failover Cluster with Active / Standby Setup or Load Balanced Cluster for Active / Active Type Applications

Hardware / Hypervisor Monitoring& Recovery

Hardware / Hypervisor Monitoring& Recovery

Coordinated Software

Monitoring & Recovery

Coordinated Software

Monitoring & Recovery

Software Redundancy

Software Redundancy

Hardware Redundancy

Hardware Redundancy

Economy

No Recovery

Basic

Restart Instance

Premium

Restart Instance and Monitor/Restart application

Deluxe

Full Redundancy

� No Availability ���� Availability ���� Availability ���� High Availability

RTO = n/a

RPO = 0

RTO = minutes

RPO = 0

RTO = minutes

RPO = 0

RTO = 0 - minutes

RPO = 0

Each level inherits the functionality of the previous levels

© 2010 IBM Corporation

VM1

A1

Basic High Availability LevelRestart Instance

VM1

A1Application

Imagewith HA

Failure: VM dies

Cloud Service Provider restarts VM including application from Image

Application is restarted by Cloud Service Consumer or OS

user datauser data

25

Economy

No Recovery

Basic

Restart Instance

Premium

Restart Instance and Monitor/Restart

application

Deluxe

Full Redundancy

� No Availability ���� Availability ���� Availability ���� High Availability

VM failure can be caused by:Guest OS failureHW failureHypervisor failure

© 2010 IBM Corporation

VM1

A1

Premium High Availability LevelRestart Instance App Monitored

VM1

A1Application

Imagewith HA

Failure: Application dies

Application is restarted by HA Component provided by Cloud Service Provider

If restart attempt fails, VM including application from Image is restarted and application is restarted by HA Component provided by Cloud Service Provider

user datauser data

26

Economy

No Recovery

Basic

Restart Instance

Premium

Restart Instance and Monitor/Restart

application

Deluxe

Full Redundancy

� No Availability ���� Availability ���� Availability ���� High Availability

© 2010 IBM Corporation

Deluxe High Availability LevelUse Cluster Technology

27

Remember: Application type determines cluster type.

� Use either HA cluster or workload cluster

There must be a description of the required workflows of the cluster setup depending on the application type:

Economy

No Recovery

Basic

Restart Instance

Premium

Restart Instance and Monitor/Restart

application

Deluxe

Full Redundancy

� No Availability ���� Availability ���� Availability ���� High Availability

© 2010 IBM Corporation

VM1a

A1

VM1b

A1

Failure: A1 dies in VM1a

Recover A1 in VM1b by HA Component provided by Cloud Service Provider

Failure of VM1a (HW, Hypervisor and OS) is also covered

user datauser data

28

Deluxe High Availability LevelHA Cluster

Economy

No Recovery

Basic

Restart Instance

Premium

Restart Instance and Monitor/Restart

application

Deluxe

Full Redundancy

� No Availability ���� Availability ���� Availability ���� High Availability

© 2010 IBM Corporation29

■ The concept of load balancing and scaling can be leveraged to provide High Availability.

■ For High Availability, nodes need to be distributed across independent hardware resources

■ Different levels of High Availability can be achieved by using different thresholds of service utilization that trigger scale out (or scale in respectively).

■ To achieve Deluxe level, a large enough number of spare instances need to be provided at any time (e.g. factor 2).

Deluxe High Availability LevelWorkload Cluster

EconomyNo Recovery

BasicRestart Instance

PremiumRestart Instance and

Monitor/Restart application

DeluxeFull Redundancy

� No Availability ���� Availability ���� Availability ���� High Availability

© 2010 IBM Corporation

Matching Application Types to QoS Levels

Application Types (HA Excursus) can be mapped to HA QoSLevels:

EconomyNo Recovery

BasicRestart Instance

PremiumRestart Instance and

Monitor/Restart application

DeluxeFull Redundancy

� No Availability ���� Availability ���� Availability ���� High Availability

RTO = n/aRPO = 0

RTO = minutesRPO = 0

RTO = minutesRPO = 0

RTO = 0 - minutesRPO = 0

30

Stateless

Single WAS Instance

Warm standby

Active Active

Pure JEE Multi Instance

Single Instance

Workload Cluster without spares

Hot standbyWarm standbySingle WAS Instance

HA Cluster

Pure JEE Multi Instance

Workload Cluster with spares

Active ActiveStateless

© 2010 IBM Corporation

From IaaS Compute Cloud Resiliency To PaaS/SaaS Resiliency

IaaSIaaSCompute

PaaSPaaS

SaaSSaaS■ The concept designed for IaaS can be

mapped to PaaS and SaaS

■ Even more – IaaS HA components can be used to build composite PaaS and SaaSofferings

SaaS

PaaS

IaaS Compute IaaS Compute

PaaS

IaaS Compute

IaaS Compute IaaS Compute

SaaS

© 2010 IBM Corporation

Summary – HA QoS Levels for all Cloud Services

Economy Basic Premium Deluxe- no recovery of

HW/OS failure- no application

awareness- no redundancy

required(single instance)

- Restart OS imageafter HW/OS failure

- no applicationawareness

- no redundancy required(single instance)

- Restart OS imageafter HW/OS failure

- Recover from application failure

- no redundancy required(single instance)

- Restart OS imageafter HW/OS failure

- Recover fromapplication failure

- HW/SW redundancy

� No Availability ���� Availability ���� Availability ���� High Availability

n/aUse Basic (or higher) PaaS and/or IaaSComponents

Use Premium (or higher) PaaS and/or IaaSComponents

Use Deluxe (or higher) PaaS and/or IaaSComponents or use Premium Level PaaSfully redundantly

n/aUse Basic (or higher)IaaS Components

Use Premium (or higher) IaaS Components

Use Deluxe (or higher) IaaS Components

Left alone OS IaaSImage Instance

RTO = n/a

RPO = 0

Restart IaaS Image Instance

RTO = minutes

RPO = 0

Restart IaaS Image Instance and Monitor Application

RTO = minutes(improved to Basic)RPO = 0

Redundancy Cluster

RTO = 0 - minutes(improved to Premium)RPO = 0

SaaSSaaS

PaaSPaaS

or n/a?IaaSIaaSCompute

© 2010 IBM Corporation

Summary

Due to the complexity of cloud environments, different strategies need to be appliedResiliency for the virtualized infrastructureResiliency for the cloud management partResiliency for the services offered in a cloud

Resiliency for cloud services needs to be easily adoptable and complexity needs to be hidden from the customer

© 2009 IBM Corporation

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