1. SONIC-3: Creating Large Scale Installations & Deployments Andrew S. Neumann Principal Engineer Progress Sonic

2. © 2007 Progress Software Corporation 2 SONIC-3: Creating Large Scale Installations & Deployments Agenda  Use Cases  Challenges of Configuration & Deployment  Overview of SDM  Using SDM for Configuration & Deployment  Summary  Time for Questions

3. © 2007 Progress Software Corporation 3 SONIC-3: Creating Large Scale Installations & Deployments  Depends upon context  Could be a centralized server farm 10, 100, 1000+ servers in racks  Could be location of server(s) for Management Domain host(s) For multiple remote sites For replicated Management Domain  Could be a room at each remote site Definition: “Server Room”

4. © 2007 Progress Software Corporation 4 SONIC-3: Creating Large Scale Installations & Deployments  Centralized “Server Farm”  Replicated Management Domain  Multiple Remote Locations Use Cases

5. © 2007 Progress Software Corporation 5 SONIC-3: Creating Large Scale Installations & Deployments  Typically performed from remote console  10+, 100+, 1000+ machines  Similar, but not quite identical, configuration on each host Centralized Server Farm Aspects of Installation & Configuration

6. © 2007 Progress Software Corporation 6 SONIC-3: Creating Large Scale Installations & Deployments  Might be done in conjunction w/centralized or remote server room deployment  Similar Domain Manager configurations on 2 hosts Primary Backup Replicated Domain Manager Aspects of Installation & Configuration

7. © 2007 Progress Software Corporation 7 SONIC-3: Creating Large Scale Installations & Deployments  Similar to centralized server room deployment, might range from 10-1000+ sites  Effectively have many remote “server rooms”, each of which must be configured and updated  Spread over wide geographical area, physically remote from central location Remote Server Room Sites Aspects of Installation & Configuration

8. © 2007 Progress Software Corporation 8 SONIC-3: Creating Large Scale Installations & Deployments Lifecycle for Server Room Deployments Promote Common approach for server rooms: develop, test, deploy…

9. © 2007 Progress Software Corporation 9 SONIC-3: Creating Large Scale Installations & Deployments  Go to the Server  Insert CD  Run character mode or GUI install Sonic ™ Product Installer Install individual products (e.g. SonicMQ ®, Sonic ESB ®, etc.)  Configure and start Domain Manager on central host  Create additional containers, management objects and components  Set properties to desired values  Install Sonic products on one of the many servers in the domain, create container boot files, etc.  Rinse, lather, repeat... Installation Conventional Installation Approach

10. © 2007 Progress Software Corporation 10 SONIC-3: Creating Large Scale Installations & Deployments  Configuration of full Sonic domain is complex  May be thousands of properties overall; often inconsistently set  Inconsistent naming conventions  Failure to create component, container, etc.  Manual recreation of configuration on each remote machine, leading to mistakes  Extensive upgrade process  TIME! The Problem: Server Room Configuration Complexity Issues With Configuration & Deployment

11. © 2007 Progress Software Corporation 11 SONIC-3: Creating Large Scale Installations & Deployments  Wouldn’t it be nice if there was something to: Avoid repetitive manual tasks Validate configurations Enforce naming conventions Recreate a configuration consistently Ease the upgrade process Addressing the Common Issues

12. © 2007 Progress Software Corporation 12 SONIC-3: Creating Large Scale Installations & Deployments  A tool that allows the creation and deployment of Sonic configurations in a reusable and repeatable fashion  A tool used for several years by the Sonic Professional Services Organization in support of large scale customer deployments Now becoming an officially released and supported product The Solution: Server Room Configuration with SDM Sonic Deployment Manager

13. © 2007 Progress Software Corporation 13 SONIC-3: Creating Large Scale Installations & Deployments  Model-based XML model Supports validation Higher level abstraction  One model used for one or more domains  Support for naming conventions  Support for deployment-specific parameter values  Creation of Domain Manager Including initial creation/configuration of Directory Service  Best practices “built in” SDM Basics

14. © 2007 Progress Software Corporation 14 SONIC-3: Creating Large Scale Installations & Deployments DSBackupWithSharedDir 1.0 Sample Model for DS backup, using a shared directory dmDSBackup 2600 MyHost Administrator Administrator tcp://MyHost:2602 xh1qypqa3gcX managementBr xh1qypqa3gcX managementBakBr /tmp/sdmShared Sample Model: Backup DS Using Shared Directory

15. © 2007 Progress Software Corporation 15 SONIC-3: Creating Large Scale Installations & Deployments  Run the script to process the model file: cleanInstallation./Models/DSBackupWithSharedDir Sample Model: Processing

16. © 2007 Progress Software Corporation 16 SONIC-3: Creating Large Scale Installations & Deployments Sample Model: Resulting Configuration View of Created Components

17. © 2007 Progress Software Corporation 17 SONIC-3: Creating Large Scale Installations & Deployments  Mode dictates steps SDM performs during clean installation or update of existing configuration  3 different modes: Configuration Resources Default (= Resources + Configuration) SDM Operational Modes

18. © 2007 Progress Software Corporation 18 SONIC-3: Creating Large Scale Installations & Deployments  Runs centrally for all machines in the domain  Model file used to create configuration within the Directory Service for hosts in the domain  No manual intervention required SDM Configuration Mode Basics

19. © 2007 Progress Software Corporation 19 SONIC-3: Creating Large Scale Installations & Deployments  Same model file used on each machine  Necessary runtime software laid down  No manual intervention required during installation process  Virtual host name support provides means to apply specific parts of model to specific host SDM Resources Mode Basics

20. © 2007 Progress Software Corporation 20 SONIC-3: Creating Large Scale Installations & Deployments SDM Default Mode (Example of Clean Installation) Sonic Installation CD SDM Model SDM Environment Tailoring Parameters Server Host for Sonic Domain Manager Install Resources Configure  Run SDM on server that will host Sonic Domain Manager: Uses model to determine required installs Installs SonicMQ ®, SonicESB ®, etc. Creates Directory Service and Agent Manager –FT and cluster support for Management Brokers an option  SDM then creates configuration: Starts the Management Broker, Directory Service and Agent Manager Configures the running Directory Service with information from the model

21. © 2007 Progress Software Corporation 21 SONIC-3: Creating Large Scale Installations & Deployments SDM Resources Mode (Example of Update) Sonic Installation CD SDM Model SDM Environment Tailoring Parameters Domain Manager Server Configure Connect  Run SDM again on a clean remote machine: Uses model to find required installs Installs SonicMQ ®, Sonic ESB ®, etc. (if configured) Creates scripts for container(s) Remote Host Install  Run SDM on Domain Manager server to update existing Domain: Configures the running Directory Service with information from the model for the remote host

22. © 2007 Progress Software Corporation 22 SONIC-3: Creating Large Scale Installations & Deployments  Completely Automated Server Installation  Software Life Cycle support Development -> Test -> QA -> Production  Versioned Domain Configurations  Repeatable Installation of Sonic Deployment  Re-Installation of a Sonic Deployment  Updates of an existing Sonic Deployment Simplification of Installation & Configuration

23. © 2007 Progress Software Corporation 23 SONIC-3: Creating Large Scale Installations & Deployments  Run SDM script with Model and Sonic Products CD(s)  End result = desired Sonic Installation  Same model used for multiple hosts  No manual intervention required  Enforces naming conventions Automated Server Installation

24. © 2007 Progress Software Corporation 24 SONIC-3: Creating Large Scale Installations & Deployments  One model may be used for each phase: Development -> Test -> QA -> Production  Hosts, and number of hosts, can change  No changes required to model  Ensures production deployment is as successful as test environment SDM for Software Lifecycle Support

25. © 2007 Progress Software Corporation 25 SONIC-3: Creating Large Scale Installations & Deployments Development Platform Development Machine Lifecycle for Server Room Deployments Using SDM Promote SDM-based approach for server rooms: develop, test, deploy… Staging Platform Source Code Control Test Platform SDM Model Development Tailoring Parameters Production Tailoring Parameters Integration Tailoring Parameters Test Tailoring Parameters

26. © 2007 Progress Software Corporation 26 SONIC-3: Creating Large Scale Installations & Deployments  Can add model files to source control  As deployment is updated, can track changes  Simple to revert to earlier deployment topology if necessary  Simple to track down issues that arise as deployment is modified Versioned Server Setup

27. © 2007 Progress Software Corporation 27 SONIC-3: Creating Large Scale Installations & Deployments  Model is used to create each new installation on a given server  No variance from Server A to Server B Consistency across all servers Valid configuration on all servers Repeatable Installation

28. © 2007 Progress Software Corporation 28 SONIC-3: Creating Large Scale Installations & Deployments  Recreate deployment on replacement remote host Model file ensures EXACT replica  No concerns if host machine needs to be replaced Consistency Validity Handling Hardware Failure

29. © 2007 Progress Software Corporation 29 SONIC-3: Creating Large Scale Installations & Deployments  Reverse Engineering -> model of existing deployment  Model may be “forward engineered” to recreate deployment  Simplifies upgrade process Deployment of older version may remain in place Deployment of newer version done w/o shutting down old deployment Reliability! Version Migration for Existing Deployments

30. © 2007 Progress Software Corporation 30 SONIC-3: Creating Large Scale Installations & Deployments In Summary  Manual creation of large-scale server room deployments Complex configurations Many opportunities for errors Repetitive Time consuming  SDM: Automates, simplifies the process Reusable, repeatable Eases upgrade process Reduces errors -> time savings

31. © 2007 Progress Software Corporation 31 SONIC-3: Creating Large Scale Installations & Deployments For More Information…  Please contact your authorized sales representative for additional details

32. © 2007 Progress Software Corporation 32 SONIC-3: Creating Large Scale Installations & Deployments Questions?

33. © 2007 Progress Software Corporation 33 SONIC-3: Creating Large Scale Installations & Deployments D I S C L A I M E R Don’t Quote Me On This…  This Question & Answer session may include information about potential future products and/or product enhancements.  What I am going to say reflects our current thinking, but the information contained herein is preliminary and subject to change. Any future products we ultimately deliver may be materially different from what is described here. D I S C L A I M E R

34. © 2007 Progress Software Corporation 34 SONIC-3: Creating Large Scale Installations & Deployments Thank you for your time

35. © 2007 Progress Software Corporation 35 SONIC-3: Creating Large Scale Installations & Deployments