Cloud Computing
Concepts, Technology & Architecture
Published on 30. May 2013
Book
Hardback
528 pages
978-0-13-338752-0 (ISBN)
Description
Clouds are distributed technology platforms that leverage sophisticated technology innovations to provide highly scalable and resilient environments that can be remotely utilized by organizations in a multitude of powerful ways. To successfully build upon, integrate with, or even create a cloud environment requires an understanding of its common inner mechanics, architectural layers, and models, as well as an understanding of the business and economic factors that result from the adoption and real-world use of cloud-based services.
In Cloud Computing: Concepts, Technology & Architecture, Thomas Erl, one of the world's top-selling IT authors, teams up with cloud computing experts and researchers to break down proven and mature cloud computing technologies and practices into a series of well-defined concepts, models, technology mechanisms, and technology architectures, all from an industry-centric and vendor-neutral point of view. In doing so, the book establishes concrete, academic coverage with a focus on structure, clarity, and well-defined building blocks for mainstream cloud computing platforms and solutions.
Subsequent to technology-centric coverage, the book proceeds to establish business-centric models and metrics that allow for the financial assessment of cloud-based IT resources and their comparison to those hosted on traditional IT enterprise premises. Also provided are templates and formulas for calculating SLA-related quality-of-service values and numerous explorations of the SaaS, PaaS, and IaaS delivery models.
With more than 260 figures, 29 architectural models, and 20 mechanisms, this indispensable guide provides a comprehensive education of cloud computing essentials that will never leave your side.
In Cloud Computing: Concepts, Technology & Architecture, Thomas Erl, one of the world's top-selling IT authors, teams up with cloud computing experts and researchers to break down proven and mature cloud computing technologies and practices into a series of well-defined concepts, models, technology mechanisms, and technology architectures, all from an industry-centric and vendor-neutral point of view. In doing so, the book establishes concrete, academic coverage with a focus on structure, clarity, and well-defined building blocks for mainstream cloud computing platforms and solutions.
Subsequent to technology-centric coverage, the book proceeds to establish business-centric models and metrics that allow for the financial assessment of cloud-based IT resources and their comparison to those hosted on traditional IT enterprise premises. Also provided are templates and formulas for calculating SLA-related quality-of-service values and numerous explorations of the SaaS, PaaS, and IaaS delivery models.
With more than 260 figures, 29 architectural models, and 20 mechanisms, this indispensable guide provides a comprehensive education of cloud computing essentials that will never leave your side.
Reviews / Votes
"Cloud computing, more than most disciplines in IT, suffers from too much talk and not enough practice. Thomas Erl has written a timely book that condenses the theory and buttresses it with real-world examples that demystify this important technology. An important guidebook for your journey into the cloud."-- Scott Morrison, Chief Technology Officer, Layer 7 Technologies
"An excellent, extremely well-written, lucid book that provides a comprehensive picture of cloud computing, covering multiple dimensions of the subject. The case studies presented in the book provide a real-world, practical perspective on leveraging cloud computing in an organization. The book covers a wide range of topics, from technology aspects to the business value provided by cloud computing. This is the best, most comprehensive book on the subject--a must-read for any cloud computing practitioner or anyone who wants to get an in-depth picture of cloud computing concepts and practical implementation."
-- Suzanne D'Souza, SOA/BPM Practice Lead, KBACE Technologies
"This book offers a thorough and detailed description of cloud computing concepts, architectures, and technologies. It serves as a great reference for both newcomers and experts and is a must-read for any IT professional interested in cloud computing."
-- Andre Tost, Senior Technical Staff Member, IBM Software Group
"This is a great book on the topic of cloud computing. It is impressive how the content spans from taxonomy, technology, and architectural concepts to important business considerations for cloud adoption. It really does provide a holistic view to this technology paradigm."
-- Kapil Bakshi, Architecture and Strategy, Cisco Systems Inc.
"I have read every book written by Thomas Erl and Cloud Computing is another excellent publication and demonstration of Thomas Erl's rare ability to take the most complex topics and provide critical core concepts and technical information in a logical and understandable way."
-- Melanie A. Allison, Principal, Healthcare Technology Practice, Integrated Consulting Services
"Companies looking to migrate applications or infrastructure to the cloud are often misled by buzzwords and industry hype. This work cuts through the hype and provides a detailed look, from investigation to contract to implementation to termination, at what it takes for an organization to engage with cloud service providers. This book really lays out the benefits and struggles with getting a company to an IaaS, PaaS, or SaaS solution."
-- Kevin Davis, Ph.D., Solutions Architect
"Thomas, in his own distinct and erudite style, provides a comprehensive and a definitive book on cloud computing. Just like his previous masterpiece, Service-Oriented Architecture: Concepts, Technology, and Design, this book is sure to engage CxOs, cloud architects, and the developer community involved in delivering software assets on the cloud. Thomas and his authoring team have taken great pains in providing great clarity and detail in documenting cloud architectures, cloud delivery models, cloud governance, and economics of cloud, without forgetting to explain the core of cloud computing that revolves around Internet architecture and virtualization. As a reviewer for this outstanding book, I must admit I have learned quite a lot while reviewing the material. A 'must have' book that should adorn everybody's desk!"
-- Vijay Srinivasan, Chief Architect - Technology, Cognizant Technology Solutions
"This book provides comprehensive and descriptive vendor-neutral coverage of cloud computing technology, from both technical and business aspects. It provides a deep-down analysis of cloud architectures and mechanisms that capture the real-world moving parts of cloud platforms. Business aspects are elaborated on to give readers a broader perspective on choosing and defining basic cloud computing business models. Thomas Erl's Cloud Computing: Concepts, Technology & Architecture is an excellent source of knowledge of fundamental and in-depth coverage of cloud computing."
-- Masykur Marhendra Sukmanegara, Communication Media & Technology, Consulting Workforce Accenture
"The richness and depth of the topics discussed are incredibly impressive. The depth and breadth of the subject matter are such that a reader could become an expert in a short amount of time."
-- Jamie Ryan, Solutions Architect, Layer 7 Technologies
"Demystification, rationalization, and structuring of implementation approaches have always been strong parts in each and every one of Thomas Erl's books. This book is no exception. It provides the definitive, essential coverage of cloud computing and, most importantly, presents this content in a very comprehensive manner. Best of all, this book follows the conventions of the previous service technology series titles, making it read like a natural extension of the library. I strongly believe that this will be another bestseller from one of the top-selling IT authors of the past decade."
-- Sergey Popov, Senior Enterprise Architect SOA/Security, Liberty Global International
"A must-read for anyone involved in cloud design and decision making! This insightful book provides in-depth, objective, vendor-neutral coverage of cloud computing concepts, architecture models, and technologies. It will prove very valuable to anyone who needs to gain a solid understanding of how cloud environments work and how to design and migrate solutions to clouds."
-- Gijs in 't Veld, Chief Architect, Motion10
"A reference book covering a wide range of aspects related to cloud providers and cloud consumers. If you would like to provide or consume a cloud service and need to know how, this is your book. The book has a clear structure to facilitate a good understanding of the various concepts of cloud."
-- Roger Stoffers, Solution Architect
"Cloud computing has been around for a few years, yet there is still a lot of confusion around the term and what it can bring to developers and deployers alike. This book is a great way of finding out what's behind the cloud, and not in an abstract or high-level manner: It dives into all of the details that you'd need to know in order to plan for developing applications on cloud and what to look for when using applications or services hosted on a cloud. There are very few books that manage to capture this level of detail about the evolving cloud paradigm as this one does. It's a must for architects and developers alike."
-- Dr. Mark Little, Vice President, Red Hat
"This book provides a comprehensive exploration of the concepts and mechanics behind clouds. It's written for anyone interested in delving into the details of how cloud environments function, how they are architected, and how they can impact business. This is the book for any organization seriously considering adopting cloud computing. It will pave the way to establishing your cloud computing roadmap."
-- Damian Maschek, SOA Architect, Deutsche Bahn
"One of the best books on cloud computing I have ever read. It is complete yet vendor technology neutral and successfully explains the major concepts in a well-structured and disciplined way. It goes through all the definitions and provides many hints for organizations or professionals who are approaching and/or assessing cloud solutions. This book gives a complete list of topics playing fundamental roles in the cloud computing discipline. It goes through a full list of definitions very clearly stated. Diagrams are simple to understand and self-contained. Readers with different skill sets, expertise, and backgrounds will be able to understand the concepts seamlessly."
-- Antonio Bruno, Infrastructure and Estate Manager, UBS AG
" Cloud Computing: Concepts, Technology & Architecture is a comprehensive book that focuses on what cloud computing is really all about.... This book will become the foundation on which many organizations will build successful cloud adoption projects. It is a must-read reference for both IT infrastructure and application architects interested in cloud computing or involved in cloud adoption projects. It contains extremely useful and comprehensive information for those who need to build cloud-based architectures or need to explain it to customers thinking about adopting cloud computing technology in their organization."
-- Johan Kumps, SOA Architect, RealDolmen
"This book defines the basic terminology and patterns for the topic--a useful reference for the cloud practitioner. Concepts from multitenancy to hypervisor are presented in a succinct and clear manner. The underlying case studies provide wonderful real-worldness."
-- Dr. Thomas Rischbeck, Principal Architect, ipt
"The book provides a good foundation to cloud services and issues in cloud service design. Chapters highlight key issues that need to be considered in learning how to think in cloud technology terms; this is highly important in today's business and technology environments where cloud computing plays a central role in connecting user services with virtualized resources and applications."
-- Mark Skilton, Director, Office of Strategy and Technology, Global Infrastructure Services, Capgemini
"The book is well organized and covers basic concepts, technologies, and business models about cloud computing. It defines and explains a comprehensive list of terminologies and glossaries about cloud computing so cloud computing experts can speak and communicate with the same set of standardized language. The book is easy to understand and consistent with early published books from Thomas Erl.... It is a must-read for both beginners and experienced professionals."
-- Jian "Jeff" Zhong, Chief Technology Officer (Acting) and Chief Architect for SOA and Cloud Computing, Futrend Technology Inc.
"Students of the related specialties can fulfill their educational process with very easily understood materials that are broadly illustrated and clearly described. Professors of different disciplines, from business analysis to IT implementation--even legal and financial monitoring--can use the book as an on-table lecturing manual. IT specialists of all ranks and fields of application will find the book as a practical and useful support for sketching solutions unbound to any particular vendor or brand."
-- Alexander Gromoff, Director of Science & Education, Center of Information Control Technologies, Chairman of BPM Chair in Business Informatics Department, National Research University "Higher School of Economics"
" Cloud Computing: Concepts, Technology & Architecture is a comprehensive compendium of all the relevant information about the transformative cloud technology. Erl's latest title concisely and clearly illustrates the origins and positioning of the cloud paradigm as the next-generation computing model. All the chapters are carefully written and arranged in an easy-to-understand manner. This book will be immeasurably beneficial for business and IT professionals. It is set to shake up and help organize the world of cloud computing."
-- Pethuru Raj, Ph.D., Enterprise Architecture Consultant, Wipro
"A cloud computing book that will stand out and survive the test of time, even in one of the fastest evolving areas of technology. This book does a great job breaking down the high level of complexity of cloud computing into easy-to-understand pieces. It goes beyond the basic, often repeated, explanations. It examines the fundamental concepts and the components, as well as the mechanisms and architectures that make up cloud computing environments. The approach gradually builds the reader's understanding from the ground up.
"In a rapidly evolving area like cloud computing, it's easy to focus on details and miss the big picture. The focus on concepts and architectural models instead of vendor-specific details allows readers to quickly gain essential knowledge of complex topics. The concepts come together in the last part of the book, which should be required reading for any decision maker evaluating when and how to start a transition to cloud computing. Its thorough, comprehensive coverage of fundamentals and advanced topics makes the book a valuable resource to keep on your desk or your eBook reader, regardless if you're new to the topic or you already have cloud experience.
"I highly recommend the book to those looking to implement or evaluate cloud environments, or simply looking to educate themselves in a field that will shape IT over the next decade."
-- Christoph Schittko, Principal Technology Strategist & Cloud Solution Director, Microsoft
" Cloud Computing: Concepts, Technology & Architecture is an excellent resource for IT professionals and managers who want to learn and understand cloud computing, and who need to select or build cloud systems and solutions. It lays the foundation for cloud concepts, models, technologies, and mechanisms. As the book is vendor-neutral, it will remain valid for many years. We will recommend this book to Oracle customers, partners, and users for their journey toward cloud computing. This book has the potential to become the basis for a cloud computing manifesto, comparable to what was accomplished with the SOA manifesto."
-- Jurgen Kress, Fusion Middleware Partner Adoption, Oracle EMEA
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Cloud Computing: Concepts, Technology, Security, and Architecture
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Persons
Thomas Erl is a top-selling IT author, founder of Arcitura Education, editor of the Service Technology Magazine and series editor of the Prentice Hall Service Technology Series from Thomas Erl. With more than 175,000 copies in print world-wide, his books have become international bestsellers and have been formally endorsed by senior members of major IT organizations, such as IBM, Microsoft, Oracle, Intel, Accenture, IEEE, HL7, MITRE, SAP, CISCO, HP, and many others. As CEO of Arcitura Education Inc. and in cooperation with CloudSchool.com and SOASchool.com, Thomas has led the development of curricula for the internationally recognized Cloud Certified Professional (CCP) and SOA Certified Professional (SOACP) accreditation programs, which have established a series of formal, vendor-neutral industry certifications obtained by thousands of IT professionals around the world. Thomas has toured over 20 countries as a speaker and instructor and regularly participates in international conferences, including Service Technology Symposium and Gartner events. More than 100 articles and interviews by Thomas have been published in numerous publications, including The Wall Street Journal and CIO Magazine.
Dr. Zaigham Mahmood is a published author of six books, four of which are dedicated to cloud computing. He acts as a technology consultant at Debesis Education UK and a Researcher at the University of Derby, UK. He further holds positions as a foreign professor and professor extraordinaire with international educational institutions. Professor Mahmood is a certified cloud trainer and a regular speaker at the International SOA, Cloud + Service Technology Symposium, and he has published more than 100 articles. His specialized areas of research include distributed computing, project management, and e-government.
Professor Ricardo Puttini has 15 years of field experience as a senior IT consultant at major government organizations in Brazil. He has taught several undergraduate and graduate-level courses in service orientation, service-oriented architecture, and cloud computing. Ricardo was the general chair of the 4th International SOA Symposium and 3rd International Cloud Symposium that was held in the spring of 2011. He holds a Ph.D. in Communication Networks (2004) from the University of Brasilia, where he has taught in the Electrical Engineering department since 1998. Ricardo spent 18 months at the L'Ecole Superieure d'Electricite (Supelec) in Rennes, France, during his Ph.D., where he started researching distributed system architecture and security.
Dr. Zaigham Mahmood is a published author of six books, four of which are dedicated to cloud computing. He acts as a technology consultant at Debesis Education UK and a Researcher at the University of Derby, UK. He further holds positions as a foreign professor and professor extraordinaire with international educational institutions. Professor Mahmood is a certified cloud trainer and a regular speaker at the International SOA, Cloud + Service Technology Symposium, and he has published more than 100 articles. His specialized areas of research include distributed computing, project management, and e-government.
Professor Ricardo Puttini has 15 years of field experience as a senior IT consultant at major government organizations in Brazil. He has taught several undergraduate and graduate-level courses in service orientation, service-oriented architecture, and cloud computing. Ricardo was the general chair of the 4th International SOA Symposium and 3rd International Cloud Symposium that was held in the spring of 2011. He holds a Ph.D. in Communication Networks (2004) from the University of Brasilia, where he has taught in the Electrical Engineering department since 1998. Ricardo spent 18 months at the L'Ecole Superieure d'Electricite (Supelec) in Rennes, France, during his Ph.D., where he started researching distributed system architecture and security.
Content
Foreword xxix
Acknowledgments xxxiii
CHAPTER 1: Introduction 1
1.1 Objectives of This Book 3
1.2 What This Book Does Not Cover 4
1.3 Who This Book Is For 4
1.4 How This Book Is Organized 4
1.5 Conventions 9
Symbols and Figures 9
Summary of Key Points 9
1.6 Additional Information 9
Updates, Errata, and Resources (www.servicetechbooks.com) 9
Referenced Specifications (www.servicetechspecs.com) 10
The Service Technology Magazine (www.servicetechmag.com) 10
International Service Technology Symposium (www.servicetechsymposium.com) 10
What Is Cloud? (www.whatiscloud.com) 10
What Is REST? (www.whatisrest.com) 10
Cloud Computing Design Patterns (www.cloudpatterns.org) 10
Service-Orientation (www.serviceorientation.com) 11
CloudSchool.com Certified Cloud (CCP) Professional (www.cloudschool.com) 11
SOASchool.com SOA Certified (SOACP) Professional (www.soaschool.com) 11
Notification Service 11
CHAPTER 2: Case Study Background 13
2.1 Case Study #1: ATN 14
Technical Infrastructure and Environment 14
Business Goals and New Strategy 15
Roadmap and Implementation Strategy 15
2.2 Case Study #2: DTGOV 16
Technical Infrastructure and Environment 17
Business Goals and New Strategy 18
Roadmap and Implementation Strategy 19
2.3 Case Study #3: Innovartus Technologies Inc 20
Technical Infrastructure and Environment 20
Business Goals and Strategy 20
Roadmap and Implementation Strategy 21
PART I: FUNDAMENTAL CLOUD COMPUTING
CHAPTER 3: Understanding Cloud Computing 25
3.1 Origins and Influences 26
A Brief History 26
Definitions 27
Business Drivers 28
Capacity Planning 28
Cost Reduction 29
Organizational Agility 30
Technology Innovations 30
Clustering 31
Grid Computing 31
Virtualization 32
Technology Innovations vs. Enabling Technologies 32
3.2 Basic Concepts and Terminology 33
Cloud 33
IT Resource 34
On-Premise 36
Cloud Consumers and Cloud Providers 36
Scaling 37
Horizontal Scaling 37
Vertical Scaling 37
Cloud Service 38
Cloud Service Consumer 40
3.3 Goals and Benefits 40
Reduced Investments and Proportional Costs 41
Increased Scalability 42
Increased Availability and Reliability 43
3.4 Risks and Challenges 45
Increased Security Vulnerabilities 45
Reduced Operational Governance Control 45
Limited Portability Between Cloud Providers 47
Multi-Regional Compliance and Legal Issues 48
CHAPTER 4: Fundamental Concepts and Models 51
4.1 Roles and Boundaries 52
Cloud Provider 52
Cloud Consumer 52
Cloud Service Owner 53
Cloud Resource Administrator 54
Additional Roles 56
Organizational Boundary 56
Trust Boundary 57
4.2 Cloud Characteristics 58
On-Demand Usage 59
Ubiquitous Access 59
Multitenancy (and Resource Pooling) 59
Elasticity 61
Measured Usage 61
Resiliency 61
4.3 Cloud Delivery Models 63
Infrastructure-as-a-Service (IaaS) 64
Platform-as-a-Service (PaaS) 65
Software-as-a-Service (SaaS) 66
Comparing Cloud Delivery Models 67
Combining Cloud Delivery Models 69
IaaS + PaaS 69
IaaS + PaaS + SaaS 72
4.4 Cloud Deployment Models 73
Public Clouds 73
Community Clouds 74
Private Clouds 75
Hybrid Clouds 77
Other Cloud Deployment Models 78
CHAPTER 5: Cloud-Enabling Technology 79
5.1 Broadband Networks and Internet Architecture 80
Internet Service Providers (ISPs) 80
Connectionless Packet Switching (Datagram Networks) 83
Router-Based Interconnectivity 83
Physical Network 84
Transport Layer Protocol 84
Application Layer Protocol 85
Technical and Business Considerations 85
Connectivity Issues 85
Network Bandwidth and Latency Issues 88
Cloud Carrier and Cloud Provider Selection 89
5.2 Data Center Technology 90
Virtualization 90
Standardization and Modularity 90
Automation 91
Remote Operation and Management 92
High Availability 92
Security-Aware Design, Operation, and Management 92
Facilities 92
Computing Hardware 93
Storage Hardware 93
Network Hardware 95
Carrier and External Networks Interconnection 95
Web-Tier Load Balancing and Acceleration 95
LAN Fabric 95
SAN Fabric 95
NAS Gateways 95
Other Considerations 96
5.3 Virtualization Technology 97
Hardware Independence 98
Server Consolidation 98
Resource Replication 98
Operating System-Based Virtualization 99
Hardware-Based Virtualization 101
Virtualization Management 102
Other Considerations 102
5.4 Web Technology 103
Basic Web Technology 104
Web Applications 104
5.5 Multitenant Technology 106
5.6 Service Technology 108
Web Services 109
REST Services 110
Service Agents 111
Service Middleware 112
5.7 Case Study Example 113
CHAPTER 6: Fundamental Cloud Security 117
6.1 Basic Terms and Concepts 118
Confidentiality 118
Integrity 119
Authenticity 119
Availability 119
Threat 120
Vulnerability 120
Risk 120
Security Controls 120
Security Mechanisms 121
Security Policies 121
6.2 Threat Agents 121
Anonymous Attacker 122
Malicious Service Agent 123
Trusted Attacker 123
Malicious Insider 123
6.3 Cloud Security Threats 124
Traffic Eavesdropping 124
Malicious Intermediary 124
Denial of Service 126
Insufficient Authorization 127
Virtualization Attack 127
Overlapping Trust Boundaries 129
6.4 Additional Considerations 131
Flawed Implementations 131
Security Policy Disparity 132
Contracts 132
Risk Management 133
6.5 Case Study Example 135
PART II: CLOUD COMPUTING MECHANISMS
CHAPTER 7: Cloud Infrastructure Mechanisms 139
7.1 Logical Network Perimeter 140
Case Study Example 142
7.2 Virtual Server 144
Case Study Example 145
7.3 Cloud Storage Device 149
Cloud Storage Levels 149
Network Storage Interfaces 150
Object Storage Interfaces 151
Database Storage Interfaces 151
Relational Data Storage 151
Non-Relational Data Storage 152
Case Study Example 152
7.4 Cloud Usage Monitor 155
Monitoring Agent 155
Resource Agent 155
Polling Agent 157
Case Study Example 157
7.5 Resource Replication 161
Case Study Example 162
7.6 Ready-Made Environment 166
Case Study Example 167
CHAPTER 8: Specialized Cloud Mechanisms 169
8.1 Automated Scaling Listener 170
Case Study Example 172
8.2 Load Balancer 176
Case Study Example 177
8.3 SLA Monitor 178
Case Study Example 180
SLA Monitor Polling Agent 180
SLA Monitoring Agent 180
8.4 Pay-Per-Use Monitor 184
Case Study Example 187
8.5 Audit Monitor 189
Case Study Example 189
8.6 Failover System 191
Active-Active 191
Active-Passive 194
Case Study Example 196
8.7 Hypervisor 200
Case Study Example 201
8.8 Resource Cluster 203
Case Study Example 206
8.9 Multi-Device Broker 208
Case Study Example 209
8.10 State Management Database 210
Case Study Example 211
CHAPTER 9: Cloud Management Mechanisms 213
9.1 Remote Administration System 214
Case Study Example 219
9.2 Resource Management System 219
Case Study Example 221
9.3 SLA Management System 222
Case Study Example 224
9.4 Billing Management System 225
Case Study Example 227
CHAPTER 10: Cloud Security Mechanisms 229
10.1 Encryption 230
Symmetric Encryption 231
Asymmetric Encryption 231
Case Study Example 233
10.2 Hashing 234
Case Study Example 235
10.3 Digital Signature 236
Case Study Example 238
10.4 Public Key Infrastructure (PKI) 240
Case Study Example 242
10.5 Identity and Access Management (IAM) 243
Case Study Example 244
10.6 Single Sign-On (SSO) 244
Case Study Example 246
10.7 Cloud-Based Security Groups 247
Case Study Example 249
10.8 Hardened Virtual Server Images 251
Case Study Example 252
PART III: CLOUD COMPUTING ARCHITECTURE
CHAPTER 11: Fundamental Cloud Architectures 255
11.1 Workload Distribution Architecture 256
11.2 Resource Pooling Architecture 257
11.3 Dynamic Scalability Architecture 262
11.4 Elastic Resource Capacity Architecture 265
11.5 Service Load Balancing Architecture 268
11.6 Cloud Bursting Architecture 271
11.7 Elastic Disk Provisioning Architecture 272
11.8 Redundant Storage Architecture 275
11.9 Case Study Example 277
CHAPTER 12: Advanced Cloud Architectures 281
12.1 Hypervisor Clustering Architecture 282
12.2 Load Balanced Virtual Server Instances Architecture 288
12.3 Non-Disruptive Service Relocation Architecture 293
12.4 Zero Downtime Architecture 298
12.5 Cloud Balancing Architecture 299
12.6 Resource Reservation Architecture 301
12.7 Dynamic Failure Detection and Recovery Architecture 306
12.8 Bare-Metal Provisioning Architecture 309
12.9 Rapid Provisioning Architecture 312
12.10 Storage Workload Management Architecture 315
12.11 Case Study Example 321
CHAPTER 13: Specialized Cloud Architectures 323
13.1 Direct I/O Access Architecture 324
13.2 Direct LUN Access Architecture 326
13.3 Dynamic Data Normalization Architecture 329
13.4 Elastic Network Capacity Architecture 330
13.5 Cross-Storage Device Vertical Tiering Architecture 332
13.6 Intra-Storage Device Vertical Data Tiering Architecture 337
13.7 Load Balanced Virtual Switches Architecture 340
13.8 Multipath Resource Access Architecture 342
13.9 Persistent Virtual Network Configuration Architecture 344
13.10 Redundant Physical Connection for Virtual Servers Architecture 347
13.11 Storage Maintenance Window Architecture 350
PART IV: WORKING WITH CLOUDS
CHAPTER 14: Cloud Delivery Model Considerations 359
14.1 Cloud Delivery Models: The Cloud Provider Perspective 360
Building IaaS Environments 360
Data Centers 361
Scalability and Reliability 363
Monitoring 363
Security 364
Equipping PaaS Environments 364
Scalability and Reliability 365
Monitoring 367
Security 367
Optimizing SaaS Environments 367
Security 370
14.2 Cloud Delivery Models: The Cloud Consumer Perspective 370
Working with IaaS Environments 370
IT Resource Provisioning Considerations 372
Working with PaaS Environments 373
IT Resource Provisioning Considerations 373
Working with SaaS Services 374
14.3 Case Study Example 375
CHAPTER 15: Cost Metrics and Pricing Models 379
15.1 Business Cost Metrics 380
Up-Front and On-Going Costs 380
Additional Costs 381
Case Study Example 382
Product Catalog Browser 382
On-Premise Up-Front Costs 382
On-Premise On-Going Costs 383
Cloud-Based Up-Front Costs 383
Cloud-Based On-Going Costs 383
Client Database 385
On-Premise Up-Front Costs 385
On-Premise On-Going Costs 385
Cloud-Based Up-Front Costs 385
Cloud-Based On-Going Costs 385
15.2 Cloud Usage Cost Metrics 387
Network Usage 387
Inbound Network Usage Metric 387
Outbound Network Usage Metric 388
Intra-Cloud WAN Usage Metric 388
Server Usage 389
On-Demand Virtual Machine Instance Allocation Metric 389
Reserved Virtual Machine Instance Allocation Metric 389
Cloud Storage Device Usage 390
On-Demand Storage Space Allocation Metric 390
I/O Data Transferred Metric 390
Cloud Service Usage 390
Application Subscription Duration Metric 390
Number of Nominated Users Metric 391
Number of Transactions Users Metric 391
15.3 Cost Management Considerations 391
Pricing Models 393
Additional Considerations 395
Case Study Example 396
Virtual Server On-Demand Instance Allocation 397
Virtual Server Reserved Instance Allocation 399
Cloud Storage Device 401
WAN Traffic 401
CHAPTER 16: Service Quality Metrics and SLAs 403
16.1 Service Quality Metrics 404
Service Availability Metrics 405
Availability Rate Metric 405
Outage Duration Metric 406
Service Reliability Metrics 407
Mean-Time Between Failures (MTBF) Metric 407
Reliability Rate Metric 407
Service Performance Metrics 407
Network Capacity Metric 408
Storage Device Capacity Metric 408
Server Capacity Metric 408
Web Application Capacity Metric 408
Instance Starting Time Metric 409
Response Time Metric 409
Completion Time Metric 409
Service Scalability Metrics 409
Storage Scalability (Horizontal) Metric 410
Server Scalability (Horizontal) Metric 410
Server Scalability (Vertical) Metric 410
Service Resiliency Metrics 411
Mean-Time to Switchover (MTSO) Metric 411
Mean-Time System Recovery (MTSR) Metric 412
16.2 Case Study Example 412
16.3 SLA Guidelines 413
16.4 Case Study Example 416
Scope and Applicability 416
Service Quality Guarantees 416
Definitions 417
Usage of Financial Credits 417
SLA Exclusions 418
PART V: APPENDICES
Appendix A: Case Study Conclusions 421
A.1 ATN 422
A.2 DTGOV 422
A.3 Innovartus 424
Appendix B: Industry Standards Organizations 427
B.1 National Institute of Standards and Technology (NIST) 428
B.2 Cloud Security Alliance (CSA) 429
B.3 Distributed Management Task Force (DMTF) 429
B.4 Storage Networking Industry Association (SNIA) 430
B.5 Organization for the Advancement of Structured Information Standards (OASIS) 430
B.6 The Open Group 430
B.7 Open Cloud Consortium (OCC) 431
B.8 European Telecommunications Standards Institute (ETSI) 431
B.9 Telecommunications Industry Association (TIA) 431
B.10 Liberty Alliance 432
B.11 Open Grid Forum (OGF) 432
Appendix C: Mapping Mechanisms to Characteristics 433
Appendix D: Data Center Facilities (TIA-942) 437
D.1 Primary Rooms 438
Electrical Room 438
Mechanical Room 438
Storage and Staging 438
Offices, Operations Center, and Support 438
Telecommunications Entrance 438
Computer Room 439
D.2 Environmental Controls 440
External Electrical Power Provider Interconnection 440
Power Distribution 441
Uninterruptible Power Source (UPS) 441
Power Engine-Generator 441
D.3 Infrastructure Redundancy Summary 442
Appendix E: Emerging Technologies 443
E.1 Autonomic Computing 444
E.2 Grid Computing 445
Service Grids 446
Appendix F: Cloud Provisioning Contracts 449
F.1 Cloud Provisioning Contract Structure 450
Terms of Service 452
Service Usage Policy 452
Security and Privacy Policy 453
Warranties and Liabilities 455
Rights and Responsibilities 455
Termination and Renewal 456
Specifications and SLAs 456
Pricing and Billing 457
Other Issues 457
Legal and Compliance Issues 457
Auditability and Accountability 457
Changes in the Contract Terms and Conditions 457
F.2 Cloud Provider Selection Guidelines 458
Cloud Provider Viability 458
Appendix G: Cloud Business Case Template 461
G.1 Business Case Identification 462
G.2 Business Needs 462
G.3 Target Cloud Environment 463
G.4 Technical Issues 464
G.5 Economic Factors 464
About the Authors 465
About the Foreword Contributor 467
About the Contributors 469
Index 471
Acknowledgments xxxiii
CHAPTER 1: Introduction 1
1.1 Objectives of This Book 3
1.2 What This Book Does Not Cover 4
1.3 Who This Book Is For 4
1.4 How This Book Is Organized 4
1.5 Conventions 9
Symbols and Figures 9
Summary of Key Points 9
1.6 Additional Information 9
Updates, Errata, and Resources (www.servicetechbooks.com) 9
Referenced Specifications (www.servicetechspecs.com) 10
The Service Technology Magazine (www.servicetechmag.com) 10
International Service Technology Symposium (www.servicetechsymposium.com) 10
What Is Cloud? (www.whatiscloud.com) 10
What Is REST? (www.whatisrest.com) 10
Cloud Computing Design Patterns (www.cloudpatterns.org) 10
Service-Orientation (www.serviceorientation.com) 11
CloudSchool.com Certified Cloud (CCP) Professional (www.cloudschool.com) 11
SOASchool.com SOA Certified (SOACP) Professional (www.soaschool.com) 11
Notification Service 11
CHAPTER 2: Case Study Background 13
2.1 Case Study #1: ATN 14
Technical Infrastructure and Environment 14
Business Goals and New Strategy 15
Roadmap and Implementation Strategy 15
2.2 Case Study #2: DTGOV 16
Technical Infrastructure and Environment 17
Business Goals and New Strategy 18
Roadmap and Implementation Strategy 19
2.3 Case Study #3: Innovartus Technologies Inc 20
Technical Infrastructure and Environment 20
Business Goals and Strategy 20
Roadmap and Implementation Strategy 21
PART I: FUNDAMENTAL CLOUD COMPUTING
CHAPTER 3: Understanding Cloud Computing 25
3.1 Origins and Influences 26
A Brief History 26
Definitions 27
Business Drivers 28
Capacity Planning 28
Cost Reduction 29
Organizational Agility 30
Technology Innovations 30
Clustering 31
Grid Computing 31
Virtualization 32
Technology Innovations vs. Enabling Technologies 32
3.2 Basic Concepts and Terminology 33
Cloud 33
IT Resource 34
On-Premise 36
Cloud Consumers and Cloud Providers 36
Scaling 37
Horizontal Scaling 37
Vertical Scaling 37
Cloud Service 38
Cloud Service Consumer 40
3.3 Goals and Benefits 40
Reduced Investments and Proportional Costs 41
Increased Scalability 42
Increased Availability and Reliability 43
3.4 Risks and Challenges 45
Increased Security Vulnerabilities 45
Reduced Operational Governance Control 45
Limited Portability Between Cloud Providers 47
Multi-Regional Compliance and Legal Issues 48
CHAPTER 4: Fundamental Concepts and Models 51
4.1 Roles and Boundaries 52
Cloud Provider 52
Cloud Consumer 52
Cloud Service Owner 53
Cloud Resource Administrator 54
Additional Roles 56
Organizational Boundary 56
Trust Boundary 57
4.2 Cloud Characteristics 58
On-Demand Usage 59
Ubiquitous Access 59
Multitenancy (and Resource Pooling) 59
Elasticity 61
Measured Usage 61
Resiliency 61
4.3 Cloud Delivery Models 63
Infrastructure-as-a-Service (IaaS) 64
Platform-as-a-Service (PaaS) 65
Software-as-a-Service (SaaS) 66
Comparing Cloud Delivery Models 67
Combining Cloud Delivery Models 69
IaaS + PaaS 69
IaaS + PaaS + SaaS 72
4.4 Cloud Deployment Models 73
Public Clouds 73
Community Clouds 74
Private Clouds 75
Hybrid Clouds 77
Other Cloud Deployment Models 78
CHAPTER 5: Cloud-Enabling Technology 79
5.1 Broadband Networks and Internet Architecture 80
Internet Service Providers (ISPs) 80
Connectionless Packet Switching (Datagram Networks) 83
Router-Based Interconnectivity 83
Physical Network 84
Transport Layer Protocol 84
Application Layer Protocol 85
Technical and Business Considerations 85
Connectivity Issues 85
Network Bandwidth and Latency Issues 88
Cloud Carrier and Cloud Provider Selection 89
5.2 Data Center Technology 90
Virtualization 90
Standardization and Modularity 90
Automation 91
Remote Operation and Management 92
High Availability 92
Security-Aware Design, Operation, and Management 92
Facilities 92
Computing Hardware 93
Storage Hardware 93
Network Hardware 95
Carrier and External Networks Interconnection 95
Web-Tier Load Balancing and Acceleration 95
LAN Fabric 95
SAN Fabric 95
NAS Gateways 95
Other Considerations 96
5.3 Virtualization Technology 97
Hardware Independence 98
Server Consolidation 98
Resource Replication 98
Operating System-Based Virtualization 99
Hardware-Based Virtualization 101
Virtualization Management 102
Other Considerations 102
5.4 Web Technology 103
Basic Web Technology 104
Web Applications 104
5.5 Multitenant Technology 106
5.6 Service Technology 108
Web Services 109
REST Services 110
Service Agents 111
Service Middleware 112
5.7 Case Study Example 113
CHAPTER 6: Fundamental Cloud Security 117
6.1 Basic Terms and Concepts 118
Confidentiality 118
Integrity 119
Authenticity 119
Availability 119
Threat 120
Vulnerability 120
Risk 120
Security Controls 120
Security Mechanisms 121
Security Policies 121
6.2 Threat Agents 121
Anonymous Attacker 122
Malicious Service Agent 123
Trusted Attacker 123
Malicious Insider 123
6.3 Cloud Security Threats 124
Traffic Eavesdropping 124
Malicious Intermediary 124
Denial of Service 126
Insufficient Authorization 127
Virtualization Attack 127
Overlapping Trust Boundaries 129
6.4 Additional Considerations 131
Flawed Implementations 131
Security Policy Disparity 132
Contracts 132
Risk Management 133
6.5 Case Study Example 135
PART II: CLOUD COMPUTING MECHANISMS
CHAPTER 7: Cloud Infrastructure Mechanisms 139
7.1 Logical Network Perimeter 140
Case Study Example 142
7.2 Virtual Server 144
Case Study Example 145
7.3 Cloud Storage Device 149
Cloud Storage Levels 149
Network Storage Interfaces 150
Object Storage Interfaces 151
Database Storage Interfaces 151
Relational Data Storage 151
Non-Relational Data Storage 152
Case Study Example 152
7.4 Cloud Usage Monitor 155
Monitoring Agent 155
Resource Agent 155
Polling Agent 157
Case Study Example 157
7.5 Resource Replication 161
Case Study Example 162
7.6 Ready-Made Environment 166
Case Study Example 167
CHAPTER 8: Specialized Cloud Mechanisms 169
8.1 Automated Scaling Listener 170
Case Study Example 172
8.2 Load Balancer 176
Case Study Example 177
8.3 SLA Monitor 178
Case Study Example 180
SLA Monitor Polling Agent 180
SLA Monitoring Agent 180
8.4 Pay-Per-Use Monitor 184
Case Study Example 187
8.5 Audit Monitor 189
Case Study Example 189
8.6 Failover System 191
Active-Active 191
Active-Passive 194
Case Study Example 196
8.7 Hypervisor 200
Case Study Example 201
8.8 Resource Cluster 203
Case Study Example 206
8.9 Multi-Device Broker 208
Case Study Example 209
8.10 State Management Database 210
Case Study Example 211
CHAPTER 9: Cloud Management Mechanisms 213
9.1 Remote Administration System 214
Case Study Example 219
9.2 Resource Management System 219
Case Study Example 221
9.3 SLA Management System 222
Case Study Example 224
9.4 Billing Management System 225
Case Study Example 227
CHAPTER 10: Cloud Security Mechanisms 229
10.1 Encryption 230
Symmetric Encryption 231
Asymmetric Encryption 231
Case Study Example 233
10.2 Hashing 234
Case Study Example 235
10.3 Digital Signature 236
Case Study Example 238
10.4 Public Key Infrastructure (PKI) 240
Case Study Example 242
10.5 Identity and Access Management (IAM) 243
Case Study Example 244
10.6 Single Sign-On (SSO) 244
Case Study Example 246
10.7 Cloud-Based Security Groups 247
Case Study Example 249
10.8 Hardened Virtual Server Images 251
Case Study Example 252
PART III: CLOUD COMPUTING ARCHITECTURE
CHAPTER 11: Fundamental Cloud Architectures 255
11.1 Workload Distribution Architecture 256
11.2 Resource Pooling Architecture 257
11.3 Dynamic Scalability Architecture 262
11.4 Elastic Resource Capacity Architecture 265
11.5 Service Load Balancing Architecture 268
11.6 Cloud Bursting Architecture 271
11.7 Elastic Disk Provisioning Architecture 272
11.8 Redundant Storage Architecture 275
11.9 Case Study Example 277
CHAPTER 12: Advanced Cloud Architectures 281
12.1 Hypervisor Clustering Architecture 282
12.2 Load Balanced Virtual Server Instances Architecture 288
12.3 Non-Disruptive Service Relocation Architecture 293
12.4 Zero Downtime Architecture 298
12.5 Cloud Balancing Architecture 299
12.6 Resource Reservation Architecture 301
12.7 Dynamic Failure Detection and Recovery Architecture 306
12.8 Bare-Metal Provisioning Architecture 309
12.9 Rapid Provisioning Architecture 312
12.10 Storage Workload Management Architecture 315
12.11 Case Study Example 321
CHAPTER 13: Specialized Cloud Architectures 323
13.1 Direct I/O Access Architecture 324
13.2 Direct LUN Access Architecture 326
13.3 Dynamic Data Normalization Architecture 329
13.4 Elastic Network Capacity Architecture 330
13.5 Cross-Storage Device Vertical Tiering Architecture 332
13.6 Intra-Storage Device Vertical Data Tiering Architecture 337
13.7 Load Balanced Virtual Switches Architecture 340
13.8 Multipath Resource Access Architecture 342
13.9 Persistent Virtual Network Configuration Architecture 344
13.10 Redundant Physical Connection for Virtual Servers Architecture 347
13.11 Storage Maintenance Window Architecture 350
PART IV: WORKING WITH CLOUDS
CHAPTER 14: Cloud Delivery Model Considerations 359
14.1 Cloud Delivery Models: The Cloud Provider Perspective 360
Building IaaS Environments 360
Data Centers 361
Scalability and Reliability 363
Monitoring 363
Security 364
Equipping PaaS Environments 364
Scalability and Reliability 365
Monitoring 367
Security 367
Optimizing SaaS Environments 367
Security 370
14.2 Cloud Delivery Models: The Cloud Consumer Perspective 370
Working with IaaS Environments 370
IT Resource Provisioning Considerations 372
Working with PaaS Environments 373
IT Resource Provisioning Considerations 373
Working with SaaS Services 374
14.3 Case Study Example 375
CHAPTER 15: Cost Metrics and Pricing Models 379
15.1 Business Cost Metrics 380
Up-Front and On-Going Costs 380
Additional Costs 381
Case Study Example 382
Product Catalog Browser 382
On-Premise Up-Front Costs 382
On-Premise On-Going Costs 383
Cloud-Based Up-Front Costs 383
Cloud-Based On-Going Costs 383
Client Database 385
On-Premise Up-Front Costs 385
On-Premise On-Going Costs 385
Cloud-Based Up-Front Costs 385
Cloud-Based On-Going Costs 385
15.2 Cloud Usage Cost Metrics 387
Network Usage 387
Inbound Network Usage Metric 387
Outbound Network Usage Metric 388
Intra-Cloud WAN Usage Metric 388
Server Usage 389
On-Demand Virtual Machine Instance Allocation Metric 389
Reserved Virtual Machine Instance Allocation Metric 389
Cloud Storage Device Usage 390
On-Demand Storage Space Allocation Metric 390
I/O Data Transferred Metric 390
Cloud Service Usage 390
Application Subscription Duration Metric 390
Number of Nominated Users Metric 391
Number of Transactions Users Metric 391
15.3 Cost Management Considerations 391
Pricing Models 393
Additional Considerations 395
Case Study Example 396
Virtual Server On-Demand Instance Allocation 397
Virtual Server Reserved Instance Allocation 399
Cloud Storage Device 401
WAN Traffic 401
CHAPTER 16: Service Quality Metrics and SLAs 403
16.1 Service Quality Metrics 404
Service Availability Metrics 405
Availability Rate Metric 405
Outage Duration Metric 406
Service Reliability Metrics 407
Mean-Time Between Failures (MTBF) Metric 407
Reliability Rate Metric 407
Service Performance Metrics 407
Network Capacity Metric 408
Storage Device Capacity Metric 408
Server Capacity Metric 408
Web Application Capacity Metric 408
Instance Starting Time Metric 409
Response Time Metric 409
Completion Time Metric 409
Service Scalability Metrics 409
Storage Scalability (Horizontal) Metric 410
Server Scalability (Horizontal) Metric 410
Server Scalability (Vertical) Metric 410
Service Resiliency Metrics 411
Mean-Time to Switchover (MTSO) Metric 411
Mean-Time System Recovery (MTSR) Metric 412
16.2 Case Study Example 412
16.3 SLA Guidelines 413
16.4 Case Study Example 416
Scope and Applicability 416
Service Quality Guarantees 416
Definitions 417
Usage of Financial Credits 417
SLA Exclusions 418
PART V: APPENDICES
Appendix A: Case Study Conclusions 421
A.1 ATN 422
A.2 DTGOV 422
A.3 Innovartus 424
Appendix B: Industry Standards Organizations 427
B.1 National Institute of Standards and Technology (NIST) 428
B.2 Cloud Security Alliance (CSA) 429
B.3 Distributed Management Task Force (DMTF) 429
B.4 Storage Networking Industry Association (SNIA) 430
B.5 Organization for the Advancement of Structured Information Standards (OASIS) 430
B.6 The Open Group 430
B.7 Open Cloud Consortium (OCC) 431
B.8 European Telecommunications Standards Institute (ETSI) 431
B.9 Telecommunications Industry Association (TIA) 431
B.10 Liberty Alliance 432
B.11 Open Grid Forum (OGF) 432
Appendix C: Mapping Mechanisms to Characteristics 433
Appendix D: Data Center Facilities (TIA-942) 437
D.1 Primary Rooms 438
Electrical Room 438
Mechanical Room 438
Storage and Staging 438
Offices, Operations Center, and Support 438
Telecommunications Entrance 438
Computer Room 439
D.2 Environmental Controls 440
External Electrical Power Provider Interconnection 440
Power Distribution 441
Uninterruptible Power Source (UPS) 441
Power Engine-Generator 441
D.3 Infrastructure Redundancy Summary 442
Appendix E: Emerging Technologies 443
E.1 Autonomic Computing 444
E.2 Grid Computing 445
Service Grids 446
Appendix F: Cloud Provisioning Contracts 449
F.1 Cloud Provisioning Contract Structure 450
Terms of Service 452
Service Usage Policy 452
Security and Privacy Policy 453
Warranties and Liabilities 455
Rights and Responsibilities 455
Termination and Renewal 456
Specifications and SLAs 456
Pricing and Billing 457
Other Issues 457
Legal and Compliance Issues 457
Auditability and Accountability 457
Changes in the Contract Terms and Conditions 457
F.2 Cloud Provider Selection Guidelines 458
Cloud Provider Viability 458
Appendix G: Cloud Business Case Template 461
G.1 Business Case Identification 462
G.2 Business Needs 462
G.3 Target Cloud Environment 463
G.4 Technical Issues 464
G.5 Economic Factors 464
About the Authors 465
About the Foreword Contributor 467
About the Contributors 469
Index 471