VI3.Blueprint Requirements Specification

VERSION 4 Published

Created on: Mar 5, 2009 3:34 AM by Steve Chambers - Last Modified:  Mar 5, 2009 6:17 AM by Steve Chambers

Introduction

 

The Requirement Specification document lists the needs of the stakeholders and is used to drive design decisions and check that the solution is fit for purpose (ie. meets the needs of the stakeholders).

 

The requirements are divided into technical and service requirements and used in all of the workshops in the Designing stage to refine and improve the requirements and the design decisions and documents.

 

Intended Audience

 

 

VMware Certified Professionals (VCP), IT Architects/Designers and Project Management Professionals (PMP or Prince2)

 

Outline

 

  • Inputs to the Requirements Specification

  • How the requirements are managed (submitted, change controlled, refined in workshops)

  • Technical Requirements

    • What constitutes a Technical Requirement

    • Table of Technical Requirements

  • Service Requirements

    • What constitutes a Service Requirement

    • Table of Service Requirements

  • Outputs of the Requirements Specification

    • Workshops

    • Implementation

 

VI3.Blueprint Requirements Specification

 

 

Requirements come from the VI3.Blueprint Business Case, the VI3.Blueprint Project Charter and the VI3.Blueprint Project Charter efforts, plus specifications learned in the VI3.Blueprint Proof of Concept need to be managed as they might be ruled out of scope, or changed in some way.

 

Having a document that states the requirements, and their specification, provides an objective, open view of what the project is supposed to achieved and through a process of change control, everyone understands how the requirements impact the project and vice versa.

 

Inputs to the Requirements Specification

 

 

The starting requirements come from the VI3.Blueprint Business Case and the VI3.Blueprint Project Charter. This exercise expands those to specify what they mean in terms that can be delivered by the project.

 

The requirements from the Business Case are taken from the Objectives section, or they can be taken from the Project Charter's Business Needs section. The list of requirements from these two documents is:

 

Requirement

Specification

Complete PoC

Build a proof of concept to prove the VMware technology in our environment

Collect Physical Capacity Data

Run a Capacity Planner process to fix the holes in our monitoring data and provide detailed server statistics over a four week period to allow us to identify candidates for virtualization

P2V Migration

Build and test the physical-to-virtual migration process to prove that it works in our environment

Design Fit for Purpose

Ensure the design is fit-for-purpose, in that it captures industry best practice and is NOT over- or under-engineered

250 Virtual Machines

Ensure that the VI3 deployment has the capacity for 250 of our servers, as shown by the Capacity Planner data

Operational Procedures

Prove that there are robust operational procedures in place for our IT Ops staff before go-live, including integration with our CMDB, our change management process, and that adequate fault isolation and root cause analysis procedures are in place.

Dashboard

Provide a read-only dashboard and reporting for access by anyone in the organization to provide live status and news about the new platform.

Knowledge Space

Provide an internal knowledge management space about the new platform.

VM-awareness

Create awareness for all internal employees about the new platform.

Training

Provide adequate training for IT staff to design, deploy and manage VI3.

Live in 180 days

Be a live platform running around 100 virtual machines from P2V and a 100 from new projects.

 

An additional input to Requirements Specification is a result of the findings of the VI3.Blueprint Proof of Concept. The PoC is like a scientific experiment, where hypothesis (e.g. this feature works) are tested (e.g. does this feature work?). The observations and findings in the PoC are a way to test early requirements (e.g. restricting remote SSH logon to ESX Host) and firming up the specifications (e.g. modify /etc/ssh/sshd_config to restrict remote SSH logon).

 

The total list of requirements should be refined through the workshops as part of the Designing stage. It is important to refine these before (are the requirements, relevant to this workshop, complete?) and after a workshop (update the requirements and specifications with workshop findings). So with the workshop list in your hand - go through the requirements to refine and add any requirements relevant to each workshop.

 

The workshops are divided into Technical and Service workshops, so the requirements are similarly divided though there is obviously close coupling between the two areas through things like tools (e.g. ESX Host design is a technical activity but reporting on capacity of that ESX Host is a service activity).

 

How the requirements are managed

 

 

Starting with the original requirements from the VI3.Blueprint Business Case and the VI3.Blueprint Project Charter, the requirements are written into the Requirements Specification doc which is then owned by the Project Manager and placed under change control.

 

Any changes to the Requirements Specification document must adhere to the RACI Diagram specification in the VI3.Blueprint Project Charter. For any changes, ensure that the correct approval is obtained, consultation is sought, and communication is made to keep people informed - all as per the RACI Diagram.

 

Technical Requirements

 

 

What constitutes a Technical Requirement

 

Technical Requirements focus on the hardware and software assets and configurations in the solution, and they are refined in the Technical Workshops in the Designing stage.

 

Technical requirements are usually driven by:

 

  • industry best practice (e.g. four pNICs per ESX host)

  • corporate standards (e.g. VM vNIC can only connect to Internal network)

 

*How should a Requirement be Specified?

 

Each requirement maps to either a Technical or Service workshop and needs to be satisfied with a design decision.

 

To work out if that design decision will satisfy the requirement, we need some quality criteria to test against. An example is:

 

Requirement

Specification

ESX Network Best Practice

Minimum four pNICs per host

 

For this requirement, the design must specify four physical NICs for each host.

 

Table of Technical Requirements

 

Workshop

Requirement

Specification

VI3 Design

ESX Hardware Supported

  • Hardware available is (vendor type) - is this supported?

VI3 Design

ESX Network Best Practice

  • Minimum four pNICs for best practice

VI3 Design

ESX Logging Best Practice

  • Export syslogs to remote syslog server

VI3 Design

ESX Access Best Practice

  • Disable remote root login over SSH or any other mean

VI3 Design

ESX Security Best Practice

  • Custom security banner

VI3 Design

VirtualCenter Access Best Practice

  • No remote VC client, only RDP access to VC, run vclient local to vCenter

VI3 Design

VirtualCenter Database

  • Use Microsoft SQLServer, remote shared DB managed by DBA team

VI3 Design

VirtualMachine Network

  • Only one vNIC to internal network.

VI3 Design

VirtualMachine Management

  • Manage VM via vCenter and all OS management via RDP / standard tools

Network Design

Redundant NICs

  • Each ESX host needs redundant paths for Internal network via separate access-layer switches

Network Design

Spanning Tree Protocol

  • Disabled on access-layer switches, by using portfast

Storage Design

Redundant HBAs

  • Each ESX host needs redundant paths to fabric

Storage Design

LUN size

  • ESX LUNs will be 500GB, formatted with VMFS3 and alert > 450GB used.

Storage Design

Fabric Zoning

  • Single initiator, single zone - ie. one zone per host, containing 2 HBAs + LUNs

Migration Collection

  • Collect accurate, recent data on server inventory and capacity usage

|

Training

Official Training

Identify and schedule classroom training for technical staff

Training

Unofficial Training

Identify and schedule brownbag/own-time training for technical staff

 

MORE TO ADD AS THIS DOCUMENT IS COLLABORATED ON

Service Requirements

 

 

What constitutes a Service Requirement

 

Service Requirements focus on the process between the technology and the end-user in the solution, and they are refined in the Service Workshops in the Designing stage.

 

An example of a Service Requirement is a Capacity Management "Alert on VMs that consistently use less than 10% CPU" for VM Recycling.

 

*How should a Requirement be Specified?

 

Each requirement maps to either a Technical or Service workshop and needs to be satisfied with a design decision.

 

To work out if that design decision will satisfy the requirement, we need some quality criteria to test against. An example is:

 

Requirement

Specification

Security Design

Access Control

Only IT Ops SSH access to ESX Server

Training

Official Training

Identify and Schedule training from VMware

Training

Unofficial Training

Identify and Schedule brownbag/own-time training for service delivery staff

For this requirement, the design must specify how ESX SSH access will be restricted to IT Ops.

 

Table of Service Requirements

 

Workshop

Requirement

Specification

Security Design

Access Control

Only IT Ops SSH access to ESX Server

Release Design

Patching

Use VMware Update Manager

Change Design

vMotion classification

vMotion does not require a change ticket

SLM Design

Service Catalogue

VM templates published in catalogue

Operations Design

Standard Operating Procedures

Add SOPs to IT Ops Knowledge Base and link to VI3 events

Event Management Design

Aggregate Events

Connect VI3 events to central alert aggregator

BCDR Design

Resilience

Use redundant components and HA to increase resilience

Configuration Management Design

CI Map

Product CI Map for CMDB team

Chargeback Design

New low cost unit

Introduce new unit of cost for VM

Capacity Design

Recycle VM

Track idle VMs and mark them for archive / moving to high-density host

Incident & Problem Design

Fault Isolation

Define fault isolation procedure for training + knowledge base

Design Document

Standard

Use corporate IT Design standards

MORE TO ADD THROUGH COLLABORATION

 

Resources

 

Authors

 

Reviewers

  • Reviewers, Add VIOPS profile for reviewers

 

Disclaimer

    • Standard text

 

Attachments

 

 

 

 

 

 

 

 

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