(re)OpenStack for 2017 – board voting week starts this Monday

[1/19 Update: I placed 9th in the results (or 6th if you go only by popular vote instead of total votes).  There are 8 seats, so I was not elected.]

The OpenStack Project needs a course correction and I’m asking for your community vote to put me back on the 2017 Board to help drive it.  As a start-up CEO, I’m neutral, yet I also have the right technical, commercial and community influence to make this a reality.

Vote Now!Your support is critical because OpenStack fills a very real need and should have a solid future; however, it needs to adapt to market realities to achieve that.

I want the Board to acknowledge and adapt to stumbles in ecosystem success including being dropped or re-prioritized by key sponsors.  This should include tightening the mission so the project can collaborate more freely with both open and proprietary platforms.  In 2016, I’ve been deeply involved OpenStack alternatives including Kubernetes and hybrid Cloud automation with Amazon and Google.

OpenStack must adjust to being one of several alternatives including AWS, Google and container platforms like Kubernetes.

That means focusing on our IaaS strengths and being unambiguous about core function like SDN and storage integration.   It also means ensuring that commercial members of the ecosystem can both profit and compete.  The Board has both the responsibility and authority to make these changes if the members are willing to act.

What’s my background?  I’ve been an active and vocal member of the OpenStack community since the very beginning of the project especially around Operator and Product Management issues.  I was elected to the board four times and played critical roles including launching the DefCore efforts and pushing for more definition of the Big Tent concept (which I believe has hurt the project).

In a great field of candidates!  Like other years, there are many very strong candidates whom I have worked with in a number of roles.  I always recommend distributing your eight votes to multiple people and limited “affinity voting” for your own company or geography.   While all candidates would serve the board, this year, I’d like to call attention specifically to  Shamail Tahair as a candidate who has invested significant time in helping with Product Management and Enterprise Readiness for OpenStack.

2016 Infrastructure Revolt makes 2017 the “year of the IT Escape Clause”

Software development technology is so frothy that we’re developing collective immunity to constant churn and hype cycles. Lately, every time someone tells me that they have hot “picked technology Foo” they also explain how they are also planning contingencies for when Foo fails. Not if, when.

13633961301245401193crawfish20boil204-mdRequired contingency? That’s why I believe 2017 is the year of the IT Escape Clause, or, more colorfully, the IT Crawfish.

When I lived in New Orleans, I learned that crawfish are anxious creatures (basically tiny lobsters) with powerful (and delicious) tails that propel them backward at any hint of any danger. Their ability to instantly back out of any situation has turned their name into a common use verb: crawfish means to back out or quickly retreat.

In IT terms, it means that your go-forward plans always include a quick escape hatch if there’s some problem. I like Subbu Allamaraju’s description of this as Change Agility.  I’ve also seen this called lock-in prevention or contingency planning. Both are important; however, we’re reaching new levels for 2017 because we can’t predict which technology stacks are robust and complete.

The fact is the none of them are robust or complete compared to historical platforms. So we go forward with an eye on alternatives.

How did we get to this state? I blame the 2016 Infrastructure Revolt.

Way, way, way back in 2010 (that’s about bronze age in the Cloud era), we started talking about developers helping automate infrastructure as part of deploying their code. We created some great tools for this and co-opted the term DevOps to describe provisioning automation. Compared to the part, it was glorious with glittering self-service rebellions and API-driven enlightenment.

In reality, DevOps was really painful because most developers felt that time fixing infrastructure was a distraction from coding features.

In 2016, we finally reached a sufficient platform capability set in tools like CI/CD pipelines, Docker Containers, Kubernetes, Serverless/Lambda and others that Developers had real alternatives to dealing with infrastructure directly. Once we reached this tipping point, the idea of coding against infrastructure directly become unattractive. In fact, the world’s largest infrastructure company, Amazon, is actively repositioning as a platform services company. Their re:Invent message was very clear: if you want to get the most from AWS, use our services instead of the servers.

For most users, using platform services instead of infrastructure is excellent advice to save cost and time.

The dilemma is that platforms are still evolving rapidly. So rapidly that adopters cannot count of the services to exist in their current form for multiple generations. However, the real benefits drive aggressive adoption. They also drive the rise of Crawfish IT.

As they say in N’Awlins, laissez les bon temps rouler!

Related Reading on the Doppler: Your Cloud Strategy Must Include No-Cloud Options

 

Can we control Hype & Over-Vendoring?

Q: Is over-vendoring when you’ve had to much to drink?
A: Yes, too much Kool Aid.

There’s a lot of information here – skip to the bottom if you want to see my recommendation.

Last week on TheNewStack, I offered eight ways to keep Kubernetes on the right track (abridged list here) and felt that item #6 needed more explanation and some concrete solutions.

  1. DO: Focus on a Tight Core
  2. DO: Build a Diverse Community
  3. DO: Multi-cloud and Hybrid
  4. DO: Be Humble and Honest
  5. AVOID: “The One Ring” Universal Solution Hubris
  6. AVOID: Over-Vendoring (discussed here)
  7. AVOID: Coupling Installers, Brokers and Providers to the core
  8. AVOID: Fast Release Cycles without LTS Releases

kool-aid-manWhat is Over-Vendoring?  It’s when vendors’ drive their companies’ brands ahead of the health of the project.  Generally by driving an aggressive hype cycle where vendors are trying to jump on the hype bandwagon.

Hype can be very dangerous for projects (David Cassel’s TNS article) because it is easy to bypass the user needs and boring scale/stabilization processes to focus on vendor differentiation.  Unfortunately, common use-cases do not drive differentiation and are invisible when it comes to company marketing budgets.  That boring common core has the effect creating tragedy of the commons which undermines collaboration on shared code bases.

The solution is to aggressively keep the project core small so that vendors have specific and limited areas of coopetition.  

A small core means we do not compel collaboration in many areas of project.  This drives competition and diversity that can be confusing.  The temptation to endorse or nominate companion projects is risky due to the hype cycle.  Endorsements can create a bias that actually hurts innovation because early or loud vendors do not generally create the best long term approaches.  I’ve heard this described as “people doing the real work don’t necessarily have time to brag about it.”

Keeping a small core mantra drives a healthy plug-in model where vendors can differentiate.  It also ensures that projects can succeed with a bounded set of core contributors and support infrastructure.  That means that we should not measure success by commits, committers or lines of code because these will drop as projects successfully modularize.  My recommendation for a key success metric is to the ratio of committers to ecosystem members and users.

Tracking improving ratio of core to ecosystem shows that improving efficiency of investment.  That’s a better sign of health than project growth.

It’s important to note that there is also a serious risk of under-vendoring too!  

We must recognize and support vendors in open source communities because they sustain the project via direct contributions and bringing users.  For a healthy ecosystem, we need to ensure that vendors can fairly profit.  That means they must be able to use their brand in combination with the project’s brand.  Apache Project is the anti-pattern because they have very strict “no vendor” trademark marketing guidelines that can strand projects without good corporate support.

I’ve come to believe that it’s important to allow vendors to market open source projects brands; however, they also need to have some limits on how they position the project.

How should this co-branding work?  My thinking is that vendor claims about a project should be managed in a consistent and common way.  Since we’re keeping the project core small, that should help limit the scope of the claims.  Vendors that want to make ecosystem claims should be given clear spaces for marketing their own brand in participation with the project brand.

I don’t pretend that this is easy!  Vendor marketing is planned quarters ahead of when open source projects are ready for them: that’s part of what feeds the hype cycle. That means that projects will be saying no to some free marketing from their ecosystem.  Ideally, we’re saying yes to the right parts at the same time.

Ultimately, hype control means saying no to free marketing.  For an open source project, that’s a hard but essential decision.

 

Infrastructure Masons is building a community around data center practice

IT is subject to seismic shifts right now. Here’s how we cope together.

For a long time, I’ve advocated for open operations (“OpenOps”) as a way to share best practices about running data centers. I’ve worked hard in OpenStack and, recently, Kubernetes communities to have operators collaborate around common architectures and automation tools. I believe the first step in these efforts starts with forming a community forum.

I’m very excited to have the RackN team and technology be part of the newly formed Infrastructure Masons effort because we are taking this exact community first approach.

infrastructure_masons

Here’s how Dean Nelson, IM organizer and head of Uber Compute, describes the initiative:

An Infrastructure Mason Partner is a professional who develop products, build or support infrastructure projects, or operate infrastructure on behalf of end users. Like their end users peers, they are dedicated to the advancement of the Industry, development of their fellow masons, and empowering business and personal use of the infrastructure to better the economy, the environment, and society.

We’re in the midst of tremendous movement in IT infrastructure.  The change to highly automated and scale-out design was enabled by cloud but is not cloud specific.  This requirement is reshaping how IT is practiced at the most fundamental levels.

We (IT Ops) are feeling amazing pressure on operations and operators to accelerate workflow processes and innovate around very complex challenges.

Open operations loses if we respond by creating thousands of isolated silos or moving everything to a vendor specific island like AWS.  The right answer is to fund ways to share practices and tooling that is tolerant of real operational complexity and the legitimate needs for heterogeneity.

Interested in more?  Get involved with the group!  I’ll be sharing more details here too.

 

Will OpenStack Go Supernova? It’s Time to Refocus on Core.

There’s no gentle way to put this but everyone (and I mean everyone) I’ve talked with thinks that this position should be heard.

OpenStack is bleeding off development resources (Networkworld) and that may be a good thing if the community responds by refocusing.

cv4paiiwyaegopu

#AfterStack Crowd

I spent a fantastic week in Barcelona catching-up with many old and new friends at the OpenStack summit. The community continues to grow and welcome new participants. As one of the “project elders,” I was on the hallway track checking-in on both public and private plans around the project.

One trend was common: companies are scaling back or redirecting resources away from the project.  While there are many reasons for this; the negative impact to development and test velocity is very clear.

When a sun goes nova, it blows off excess mass and is left with a dense energetic core. That would be better than going supernova in which the star burns intensely and then dies.

For OpenStack, a similar process would involve clearly redirecting technical efforts to the integrated Core from an increasingly frothy list of “big tent” extensions. This would both help focus resources and improve ecosystem collaboration.  I believe OpenStack is facing a choice between going nova (core focus) and supernova (burning out).

I am highly in favor of a strong and diverse ecosystem around OpenStack as demonstrated by my personal investments in OpenStack Interoperability (aka DefCore). However, when I moved out of the OpenStack echo chamber; I heard clearly that users have a much broader desire for interoperability. They need tools that are both hybrid and multi-cloud because their businesses are not limited to single infrastructures.

The community needs to embrace multi-cloud tools because that is the reality for its users.

Building an OpenStack specific ecosystem (as per “big tent”) undermines an essential need for OpenStack users. Now is the time for OpenStack for course correct to a narrower mission that focuses on the integrated functional platform that is already widely adopted. Now is the time for OpenStack live up to its original name and go “Nova.”

Why we can’t move past installers to talk about operations – the underlay gap

20 minutes.  That’s the amount of time most developers are willing to spend installing a tool or platform that could become the foundation for their software.  I’ve watched our industry obsess on the “out of box” experience which usually translates into a single CLI command to get started (and then fails to scale up).

Secure, scalable and robust production operations is complex.  In fact, most of these platforms are specifically designed to hide that fact from developers.  

That means that these platforms intentionally hide the very complexity that they themselves need to run effectively.  Adding that complexity, at best, undermines the utility of the platform and, at worst, causes distractions that keep us forever looping on “day 1” installation issues.

I believe that systems designed to manage ops process and underlay are different than the platforms designed to manage developer life-cycle.  This is different than the fidelity gap which is about portability. Accepting that allows us to focus on delivering secure, scalable and robust infrastructure for both users.

In a pair of DevOps.com posts, I lay out my arguments about the harm being caused by trying to blend these concepts in much more detail:

  1. It’s Time to Slay the Universal Installer Unicorn
  2. How the Lure of an ‘Easy Button’ Installer Traps Projects

Container Migration 101: Cloudcast.net & Lachlan Evenson

Last week, the CloudCast.net interviewed Lachlan Evenson (now at Deis!).  I highly recommend listening to the interview because he has a unique and deep experience with OpenStack, Kubernetes and container migration.

15967I had the good fortune of lunching with Lachie just before the interview aired.  We got compare notes about changes going on in the container space.  Some of those insights will end up in my OpenStack Barcelona talk “Will it Blend? The Joint OpenStack Kubernetes Environment.”

There’s no practical way to rehash our whole lunch discussion as a post; however, I can point you to some key points [with time stamps] in his interview that I found highly insightful:

  • [7:20] In their pre-containers cloud pass, they’d actually made it clunky for the developers and it hurt their devops attempts.
  • [17.30] Developers advocating for their own use and value is a key to acceptance.  A good story follows…
  • [29:50] We’d work with the app dev teams and if it didn’t fit then we did not try to make it fit.

Overall, I think Lachie does a good job reinforcing that containers create real value to development when there’s a fit between the need and the technology.

Also, thanks Brian and Aaron for keeping such a great podcast going!