Private Cloud Vision Scope Doc for Proof of Concept by 9SmPWaI

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									  Vision Scope - Proof of Concept
Accelerating Private Cloud Deployment


                                          Prepared for

                                      Customer Name

                          Thursday, November 22, 2012

                                         Version Final




                                           Prepared by


                                         Contributors
                               [Document Contributor]
Table of Contents

Vision Scope - Proof of Concept .............................................................................................. 1
1      Introduction ....................................................................................................................... 3
    1.1        Background ................................................................................................................................... 4
2      Project Vision and Scope ................................................................................................. 5
    2.1     Vision Statement ........................................................................................................................... 5
    2.2     Business Objectives ...................................................................................................................... 5
    2.3     Technical Objectives ..................................................................................................................... 6
    2.4     Operational Objectives .................................................................................................................. 7
    2.5     Scope of Project ............................................................................................................................ 7
       2.5.1     In Scope ................................................................................................................................ 7
       2.5.2     Out of Scope ......................................................................................................................... 9
    2.6     Project Deliverables .................................................................................................................... 10
       2.6.1     Assumptions ........................................................................................................................ 10
       2.6.2     Constraints .......................................................................................................................... 10
    2.7     Solution ....................................................................................................................................... 11
    2.8     Project Management Strategy..................................................................................................... 11




                                           Private Cloud Vision Scope Doc for Proof of Concept, Accelerating Private Cloud
                                           DeploymentVersion Final                                                                                                2
                                           Prepared by Author Name
                                           " DPS_02_Engagement_Playbook_May_2011_v1.0.doc”
1        INTRODUCTION
Customer Name has requested Organization Name to perform a Microsoft® Accelerating Private Cloud
Deployment Proof-of-Concept (PoC) deployment in order to evaluate the capabilities of a Microsoft
virtualization deployment as a means of optimizing its data centers.

The target infrastructure will be implemented using the core foundational components of a virtualized
infrastructure. It is then managed via the integration and automation of functionalities identified as traditional
foundation components of a dynamic data center:

   Virtualization hosts servers based on Microsoft Windows Server® 2008 R2 SP1 and Hyper-V™
   A monitoring solution, implemented using Microsoft System Center Operations Manager (SCOM) 2007 R2.
   A virtualization management solution using System Center Virtual Machine Manager (SCVMM) 2008 R2
    SP1 that allows for virtual machine lifecycle management (creation, deployment, update, optimized
    allocation, provisioning on demand, failover management, and so on).
   Optionally, an orchestration demo with Opalis Integration Server.


The purpose of this document is to provide a sufficient level of details about each element of the solution
architecture, explaining in exact and specific terms what the delivery team will build and deploy during the pilot.

The purpose of this engagement is to:

   Conduct an Architectural Design Workshop to familiarize the IT staff at Customer Name with the
    capabilities and functionality of the technologies, describe how they can be implemented and identify
    points of integration that facilitate management and monitoring of the overall solution.
   Through a series of discussions and data collection processes, perform an assessment on up to 200
    physical and/or virtual (VMware) servers within a single physical location to determine the potential
    benefits of deploying and managing a virtualization infrastructure based upon Windows Server 2008
    Hyper-V. Provide a customized report detailing the results of this assessment.
   Deploy a Proof of Concept (PoC) environment in a testing environment that will allow Customer Name to
    test and evaluate the functionality of a Microsoft virtualization solution using the technologies noted
    above.


These tools and evaluation criteria are based upon a set of recommendations coming from Microsoft Global
Foundation Services, Microsoft IT, and field experiences, in order to implement successfully existing Microsoft
products to reach the objectives of a Hyper-V Cloud deployment: agility, flexibility, availability at required levels
for business needs, cost reduction, and automation of operations.

This Vision and Scope document does not cover the technical aspects of the deployment or assessment
process.




                                Private Cloud Vision Scope Doc for Proof of Concept, Accelerating Private Cloud
                                DeploymentVersion Final                                                                 3
                                Prepared by Author Name
                                " DPS_02_Engagement_Playbook_May_2011_v1.0.doc”
1.1      Background
<Describe customer environment briefly and the challenges that they may be facing. The following information
may be used as an example.>

The Customer Name IT environment is today only partially aligned with business needs. During IT lifecycle
management, as is true in many other enterprises, new value-added services are difficult and expensive to
implement, resources are not deployed optimally, service level agreements are not easily met, and costs are
difficult to control while maintaining the same level of quality.

The goal of the PoC is to provide an environment that allows Customer Name to:

   Demonstrate how to manage and deploy a flexible virtualized environment
   Monitor and act upon alerts triggered by System Center Operations Manager in the environment
   Centrally manage and control the server infrastructure using System Center Virtual Machine Manager.




                              Private Cloud Vision Scope Doc for Proof of Concept, Accelerating Private Cloud
                              DeploymentVersion Final                                                           4
                              Prepared by Author Name
                              " DPS_02_Engagement_Playbook_May_2011_v1.0.doc”
2        PROJECT VISION AND SCOPE
2.1      Vision Statement
At Customer Name, there are ever-increasing pressures and requirements put upon the IT server infrastructure.
Customer Name has identified server virtualization and deployment of a private cloud as ways to address these
pressures and at the same time increase IT agility and efficiency. The primary challenges Customer Name
intends to address with server virtualization are:

   Physical and virtual server sprawl and associated hardware, maintenance and facility costs
   Lack of agility of the IT infrastructure including inability to respond to changing business requirements
   Lack of insight into the performance, capacity and availability characteristics of these workloads


In order to properly assess the capabilities of an environment that is built upon Microsoft virtualization and
management solutions, Customer Name wishes to deploy a proof of concept environment that demonstrates
these capabilities.

In addition to the PoC environment itself, the engagement will also include a workshop and environment
assessment. The assessment will be used as a basis for adequately sizing and scoping the deployment of a
solution to address these challenges in the production environment.

The assessment project fits into this vision by providing architects, operational staff and management staff with
a set of reports and proposals that will enable Customer Name IT staff to make accurate decisions when
virtualizing components of their infrastructure, allowing them to become more efficient at providing IT services
to the organization.

At the conclusion of this engagement, Customer Name expects to be able to improve significantly its ability to
design and deliver virtualization and management capabilities to their organization consumers, thus laying a
strong foundation for the dynamic data center. Additionally, the automation and self-service capabilities of a
private cloud will allow for a more efficient and rapid deployment of resources in the environment.

2.2      Business Objectives
<These are sample objectives. Fill in as appropriate>



Objective                                                                      Rationale

Reduced administration costs                                                   Standardizing and reducing servers should reduce the
                                                                               footprint of underutilized servers that require regular
                                                                               maintenance. Fewer support staff could therefore
                                                                               manage the same service demands.




                               Private Cloud Vision Scope Doc for Proof of Concept, Accelerating Private Cloud
                               DeploymentVersion Final                                                                                   5
                               Prepared by Author Name
                               " DPS_02_Engagement_Playbook_May_2011_v1.0.doc”
Objective                                                                     Rationale

Reduced operations costs                                                      Service capacity and growth are achieved with better
                                                                              utilization of resources and lower data center costs.

Reduced time to market                                                        By standardizing servers and using server templates,
                                                                              new applications can be deployed much more quickly
                                                                              into the production environment.

Green IT                                                                      By standardizing and virtualizing the environment
                                                                              there should be a reduction in the power
                                                                              consumption. It also allows underutilized resources to
                                                                              be turned off or moved, which also reduces the
                                                                              amount of energy used.




2.3        Technical Objectives
<These are sample objectives. Fill in as appropriate>



Objective                                                                     Rationale

Consistent and standardized server environment                                Increases consistency and standardization across all
                                                                              servers to reduce provisioning and administration
                                                                              costs.

Increased reliability and availability                                        Provisioning of an appropriate equipment
                                                                              environment, high availability configurations, and
                                                                              dedicated support staff become more economical for
                                                                              larger server resources. More effective storage
                                                                              management and service continuity solutions can also
                                                                              be implemented.

Improved service management                                                   Standardization and reduced complexity of service
                                                                              infrastructure facilitates commitment to more effective
                                                                              service management processes, tools, and automated
                                                                              system administration.

Simplified contingency planning solution                                      Reduced complexity of service infrastructure will
                                                                              enable more services to be restored when a site failure
                                                                              occurs.

Availability                                                                  Consolidation of multiple workloads into a virtualized




                              Private Cloud Vision Scope Doc for Proof of Concept, Accelerating Private Cloud
                              DeploymentVersion Final                                                                                   6
                              Prepared by Author Name
                              " DPS_02_Engagement_Playbook_May_2011_v1.0.doc”
Objective                                                                                   Rationale

                                                                                            environment along with failover clustering provides
                                                                                            high availability and quick migration of virtual
                                                                                            machines between physical nodes.




2.4          Operational Objectives
<These are sample objectives. Fill in as appropriate>



Objective                                                                                   Rationale

Proper capacity planning                                                                    Output from the toolkit will help size virtualization
                                                                                            hosts properly, resulting in better operational
                                                                                            efficiency

Optimal guest VM distribution                                                               Output from the MAP toolkit will identify optimal
                                                                                            methods of distributing workloads, which will help
                                                                                            optimize host utilization and ensure better guest VM
                                                                                            performance




2.5          Scope of Project


2.5.1            In Scope
The timeline below defines the tasks that are in scope for this engagement.

                 Day 1                       Day 2                                   Day 3                               Day 4                    Day 5
        Week 1




                 Kickoff meeting             Workshop architectural                  Workshop architectural              Workshop architectural   MAP tool runs
                                             design session                          design session                      design session
                 Discussion with                                                                                                                  Deploy PoC environment
                 customer team               MAP tool runs                           MAP tool runs                       MAP tool runs
                 regarding virtualization
                 and management




                                            Private Cloud Vision Scope Doc for Proof of Concept, Accelerating Private Cloud
                                            DeploymentVersion Final                                                                                                        7
                                            Prepared by Author Name
                                            " DPS_02_Engagement_Playbook_May_2011_v1.0.doc”
                Day 1                   Day 2                                   Day 3                               Day 4             Day 5




                goals.

                Set up and configure
                MAP Tool (runs for
                several days)


                MAP tool runs           MAP tool runs                           MAP tool runs                       MAP tool runs     Review of MAP Tool
                                                                                                                                      output
                Deploy PoC              Deploy PoC environment                  Deploy PoC environment              Demonstrate PoC
                environment                                                                                         environment       Review of PoC
    Week 2




                                                                                Demonstrate PoC                                       environment
                                                                                environment
                                                                                                                                      Next steps and
                                                                                                                                      recommendations




First, a workshop will be conducted with Customer Name staff to provide architectural and design information
related to a Windows virtualization solution involving:

       Microsoft Windows Server 2008 R2 SP1 Hyper-V
       Microsoft System Center Operations Manager (SCOM) 2007 R2
       System Center Virtual Machine Manager (SCVMM) 2008 R2 SP1
       System Center Virtual Machine Manager Self-Service Portal 2.0
       Optionally, Opalis Integration Server.



The workshop will also discuss methods of achieving high availability, managing and monitoring the solution.

Concurrent with the workshop, the Microsoft Assessment and Planning Toolkit will be configured to run in the
production environment. The MAP toolkit includes a set of environmental analyses that will help Customer
Name better understand the potential benefits of deploying a Hyper-V based virtualization solution. This
assessment will be performed against no more than 200 physical or virtual servers in a single physical location.

Once this assessment has been completed, Customer Name will be provided with a set of documentation
identifying suitable virtualization candidates in the environment. It will also provide sizing recommendations for
virtualization hosts and will also provide recommendations for guest VM placement for optimal performance.

Since the assessment itself does not represent a change to the Customer Name production environment, it
does not typically require all the standard phases typically used in the Microsoft Solution Framework (MSF),
including an Envisioning, Planning, Deploying and Stabilizing phase



                                       Private Cloud Vision Scope Doc for Proof of Concept, Accelerating Private Cloud
                                       DeploymentVersion Final                                                                                             8
                                       Prepared by Author Name
                                       " DPS_02_Engagement_Playbook_May_2011_v1.0.doc”
Following the workshop, the PoC environment will be deployed in a test environment. This may be a preexisting
test environment or one that is built specifically for this PoC, but it must contain the following services:

   Active Directory®
   DNS
   DHCP
   Group Policies


The Hydration files will then be used to install all the needed components of the Hyper-V Proof of Concept
(PoC). If desired, Opalis Integration Server may be manually installed into the PoC, but it is not included as part
of the hydration process.



2.5.2        Out of Scope
<These are examples. Replace the content of these tables with the actual customer requirements.>
The following capabilities are outside the scope of this engagement.



Activities Out-of-Scope                                                                                             Justification

Development of custom application services                                                                          Scope and Time Limitations
                                                                                                                    of Engagement


Development of a Platform-as-a-Service solution (PaaS)                                                              Scope of Engagement


Development of a Software-as-a-Service solution (SaaS)                                                              Scope of Engagement


Interaction with / integration with a public cloud                                                                  Scope of Engagement


Design or deployment of a private or public cloud solution                                                          Scope of Engagement


Interaction with / integration to an on-premises existing infrastructure / data center                              Scope of Engagement


Development of management solutions based on products other than those embedded in                                  Scope of Engagement
the System Center suite


Service level dashboard or scorecards and related negotiations with business units                                  Scope of Engagement




                                  Private Cloud Vision Scope Doc for Proof of Concept, Accelerating Private Cloud
                                  DeploymentVersion Final                                                                                        9
                                  Prepared by Author Name
                                  " DPS_02_Engagement_Playbook_May_2011_v1.0.doc”
2.6      Project Deliverables
The deliverables for this engagement will be the following:

   Architectural Design Workshop: The workshop will provide information regarding each of the
    components of the virtualization environment and will describe architectural and design guidance.

   Results Analysis Guide: This document provides information that was collected by the toolkits and
    presents the findings in a manner that illustrates the benefits of a Hyper-V based virtualization solution.

   Results Analysis Workbook: This document contains information collected during the assessment that
    forms the basis of the Results Analysis Guide.

   PoC Environment: The PoC environment is a pre-designed set of services and components that will be
    deployed into a test environment and may be used as a basis for evaluating and testing the virtualization
    solution.

   Limited Pilot Proposal: This proposal presents information that can be viewed as the “next step” in the
    process. The Limited Pilot Proposal offers a roadmap for implementing the virtualization components into
    the production environment on a limited scale.




2.6.1       Assumptions
   Organization Name will be granted access to run the tool in the customer network.
   Testing lab environment exists and has the necessary services for the PoC. If these do not already exist,
    adequate resources (servers, networking, etc…) must be made available to set these up in the lab.



2.6.2       Constraints
   Scope of the assessment will be limited to 200 servers; these must all exist in a single physical site.
    Additionally, all servers must be members of the same Active Directory domain and there must be not be
    any firewall restrictions in place that would prevent them from being inventoried. Servers must also support
    remote WMI execution. Details on how to configure inventoried machines are noted in the Getting Started
    Guide located here: http://www.microsoft.com/downloads/en/details.aspx?FamilyID=67240b76-3148-4e49-
    943d-4d9ea7f77730&displaylang=en
   The assessment will run for a period of several days. It will therefore not be possible to capture all
    variations in server performance that may occur over a longer timeframe as a result of business cycles or
    processes.
   The PoC environment will not integrate with the production environment.
   Optionally, an orchestration demo using Opalis Integration Server may be provided by Organization Name.
    There are no predefined workflows in Opalis, so any workflows will need to be provided by the delivery
    organization.




                               Private Cloud Vision Scope Doc for Proof of Concept, Accelerating Private Cloud
                               DeploymentVersion Final                                                             10
                               Prepared by Author Name
                               " DPS_02_Engagement_Playbook_May_2011_v1.0.doc”
2.7       Solution
A Microsoft Deployment Planning Service engagement consists of a set of time-limited tasks designed to help
educate customers and deploy technology in a methodical manner. The Accelerating Private Cloud Deployment
PoC engagement consists of the following discrete set of tasks:


10 Day Engagement: This engagement will consist of:
   An Architectural Design workshop will be conducted with the organization’s IT staff.
   The Microsoft Assessment and Planning (MAP) Toolkit will be configured to run against the production
    environment. The resulting output will be analyzed and the recommendations documented.
   A PoC environment will be deployed on an isolated network for evaluation and testing purposes.



2.8       Project Management Strategy
In the best possible world, all products could be delivered “good, fast, and cheap.” The reality is that, if any two
of those attributes are successfully achieved, the third cannot be satisfied. Project management requires that a
balance be struck among resources/cost, delivery dates, and features of any product. Any of those three
attributes can be managed in order to optimize, constrain, or accept its outcome. Organization Name
recommends the project management strategy illustrated in the figure below.




Figure 1: Project Management Trade-off Matrix

A desired upper limit on the project’s budget constrains the resources that can be applied. This limited group of
people is asked to deliver the desirable features by a deadline set in the future. Their goal is to work creatively
to deliver as much value as possible, but meet the time deadline. In order to do this, the project team and
customers must accept that some features will not be in the final product. The goal of this strategy is to
understand the customer’s desires and needs and rank them from most important to least important. With this
strategy, even important features may be left out of a specific version of a product if the benefit delivered by
releasing the product outweighs the opportunity cost lost to a feature’s absence. This strategy is known as
“shipping is a feature.”




                                Private Cloud Vision Scope Doc for Proof of Concept, Accelerating Private Cloud
                                DeploymentVersion Final                                                                11
                                Prepared by Author Name
                                " DPS_02_Engagement_Playbook_May_2011_v1.0.doc”
Using the matrix in the preceding figure, other project management strategies can be devised, but they must
adhere to the following rules:
           One column must be checked in each row indicating how that attribute will be managed.

           No column can be checked more than once, in order to avoid conflicting strategies.




                              Private Cloud Vision Scope Doc for Proof of Concept, Accelerating Private Cloud
                              DeploymentVersion Final                                                           12
                              Prepared by Author Name
                              " DPS_02_Engagement_Playbook_May_2011_v1.0.doc”

								
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