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Requirements modeling, Part 1

Define your IT architecture goals

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Level: Introductory

Michael J. Welsh (writer@roninwriter.com), Senior Writer, Ronin Writer

19 Feb 2008

You can build the perfect IT architecture using resources you have at your fingertips. Dreams can come true, but they take time. Whether you're building a new architecture from scratch or bringing an existing architecture under control, building from your dreams will get you there.

If you're lucky, you get to start with a company from the ground up to design the data center, you have plenty of capital and new servers, and you have a clean slate. Unfortunately, in the real world, we inherit the problems of those who came before. Whether it's a poorly written application, twisted network cables in the closet, or an overcrowded data center, you probably have a bit of a mess to clean up.

This article shows you how to build goals for a new information technology (IT) architecture, regardless of whether it's from the ground up or just a renovation of an existing one. Assume that you've inherited a medium-sized business called WidgetCo that has a neglected IT architecture. WidgetCo started as a small business without a vision of how to grow. As the company grew, the IT department took a fly-by-the-seat-of-their-pants approach to keeping up with the company's expansion.

You've been brought in, either as a full-time employee or as a consultant, to rein in the overgrown data center, solve problems with application delays, and create a plan for growth.

Skills and competencies

Learning the lay of the architecture without disrupting business can be tricky. By viewing the existing documentation, you can get an idea of what's in place and how it interconnects. But, what if there's no documentation or the documentation is too out of date to be relevant? Start with what you know and what you can learn. Like building architects, you need to know the foundation before you can build.

A noninvasive walkthrough of the hardware is a great place to start. Count the number of servers and gather their brand, processor, memory, and hard disk space information. Collect information about network switches, routers, firewalls, and any other devices. Note the use of space in the data center. Is the equipment on shelves or in racks? How many open ports are available on the switches? How much room is there for growth? If you add more servers, is there enough electrical power? Can the cooling system handle additional equipment?

Input from groups

Meeting with the company experts, such as the systems administrators, application specialists, and department mangers, can help you get a feel for what's critical and how the departments interact. Start with small, face-to-face meetings: They can be more informative than large meetings. Large meetings tend to offer too much information at once, and attendees can get sidetracked.

From these small meetings, build a diagram of the business workflow, such as that shown in Figure 1. A workflow diagram can be helpful when making changes to contact information.


Figure 1. WidgetCo's business workflow diagram
Business workflow diagram


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WidgetCo example

WidgetCo's exploding growth meant that little documentation was ever kept. Getting a walkthrough of the data center and network closets is a good start.

The WidgetCo data center is a 30 x 50-foot room with a shelf of desktop servers from a variety of vendors. Some servers are nothing more than workstations without Redundant Array of Independent Disks (RAID) drives, redundant power supplies, or other safeguards.

There are several uninterruptible power supplies (UPSs), and they appear to be at maximum load. The data center has a dedicated heating, ventilation, and air conditioning (HVAC) system, so the temperature is always a cool 70 degrees Fahrenheit. The servers are plugged into the same network switch, which has only a few remaining open ports. There is one router marked Internet.

Armed with the information gathered from the walkthrough, start to meet with the company's experts either individually or in small groups to discover what the walkthrough did not tell you. Which applications are running on the servers? How many people depend on the IT infrastructure? How does business flow though the IT systems?

By the end of these conversations, you should have something like the simple IT layout diagram shown in Figure 2. Because of WidgetCo's growth without vision, several servers are packed with multiple services. Using servers for multiple services has a simple Return on Investment (ROI) advantage: the reduced need to buy more servers. But stacking applications creates problems if the server experiences a hardware failure. With WidgetCo, too many applications have been improperly balanced on a single server, and those applications fight for server resources. For example, WidgetCo has several applications with their databases on one server (SQL01). The load on this server has hit a critical level, and users and customers alike are complaining about performance.


Figure 2. Current server role and applications
Current server role and applications

WidgetCo has more than its share of other problems in the architecture. Here's a quick list of the biggest problems identified:

  • No redundancy for applications or servers
  • Poor demilitarized zone (DMZ) configuration
  • No monitoring tools
  • The accounting and payroll software were purchased, but the sales software was developed in-house

What works and what needs improvement?

The next step is deciding the architecture's needs. This process should be inclusive of all departments and all situations. Don't be afraid to dream big. Think of an all-new data center with buzzing blade servers, new workstations, and a Service-Oriented Architecture (SOA) implementation. But remember to face the reality that you probably won't get everything you want.

Think in terms of a marathon rather than a 100-meter sprint. Start by creating a budget and assigning priorities. Input from other groups is critical at this stage, because you will begin to request budget dollars, plan downtime, and change the way people work. Remember that the excitement of new ideas brings the fear of change. That fear may cause others to create roadblocks for you to overcome through an understanding and clear communication of the new system's benefits.

Modifications can also be as simple as upgrading to the latest operating system or application versions. In fast-moving small- and medium-sized businesses, upgrades are often overlooked as an unnecessary expense. The saying, "if it isn't broke, don't fix it," is too often policy.

How about applications with built-in redundancy? Most companies provide redundancy to outside applications such as customer ordering but often neglect to provide the same to internal applications. While customer orders are still coming in, fulfillment is stalled because the warehouse server is having a network controller problem.

When a failure does occur, you need a system to notify you. Even better, be informed before the failure occurs. Knowing how much hard disk space is left or the system load on a server is essential before you begin installing other applications. Application crashes can be tricky to troubleshoot, but good monitoring tools can provide information about what happened just before the failure. IBM® Tivoli® is an excellent and comprehensive tool for watching your servers and applications.

Make your plan

As the IT architect for WidgetCo, your job is to formulate a plan for making the dreams of others come true. One decision that the IT team made is to begin phasing out the shelf-top servers in favor of rack-mounted hardware. The team also wants to standardize their computer vendor to simplify purchasing and support. Because of space limitations in the data center, using blade servers makes sense.

The team also noticed that the DMZ the part of the network exposed to the Internet is insecure. Fixing this should be relatively easy and inexpensive with existing hardware and staff.

In addition, the vendor for the application that the Accounting department is using has released an updated version. The upgrade is as simple as inserting the CD and answering a few questions. The upgrade is available at no cost, because WidgetCo purchased a support plan. You're on your way!

Unfortunately, none of the in-house applications has any tolerance to failure. Even worse, the majority of those applications are on the same server. When that server is down, all work stops. A meeting with the development staff has confirmed that it's possible to arrange these applications and databases on other servers, but it will take some time.

Soon, you are able to create a vision for the future for WidgetCo, as shown in Figure 3. Notice that this vision plan avoids the details shown in Figure 1. Because this plan will be rolled out over time, specific elements should be avoided to allow for future technology. For example, avoiding specific brand technology allows the flexibility of multiple vendors.


Figure 3. WidgetCo's future architecture
WidgetCo's future architecture

Find the right people

As the IT landscape changes in scale and complexity, finding the right people to build and support it can be challenging. Managers dream of the simplicity of adding hardware, applications, and quality without the cost of additional support personnel. Sadly, with the daily grind of hardware issues and application problems, support personnel can be run ragged trying to keep up. If a major failure occurs, the quality of service that customers and internal people receive will suffer. Managers should look for the balance of server responsibility and workforce.

Implementation can often be simplified through the use of outside consultants. Not only can these consultants offer their expertise, but more importantly, they free current staff members to work on existing projects.

WidgetCo's staff

WidgetCo has historically had a small and informal IT staff. To build the new architecture, resources must be freed from the normal grind. The IT manager brings in consultants from IBM to help renovate the in-house applications for failover tolerance so that the developers can continue to work on the next version of the software.

In addition, users currently call IT staff members directly, which eats up these staff members' time, which would be better spent making improvements. Starting a help desk to funnel help requests, WidgetCo hires a temporary worker. By measuring the number of calls and the time needed to resolve them, the IT manager can judge the usefulness of the position.



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Tools and techniques

Several tools are available for mapping and managing your technology. IBM Tivoli products enable central management of all of your IT devices. Because they work with most platforms, they can quickly fit into most environments.

Using IBM Tivoli Asset Management for IT to find your current infrastructure will fill in the gaps that are missed during the walkthrough. By using the centralized management component you can generate reports on current hardware configurations. Then as your grow your infrastructure, Tivoli Asset Management for IT helps from procurement to installation to monitoring. Plus, you can use it to track software licenses and service contracts with vendors. As your maintenance agreements come due, you can make informed decisions to renew, upgrade, or replace software. See the Resources for information about downloading trial versions of Tivoli products.

Designing your new architecture with a failure-resistant SOA is easier when you use IBM Rational® products. Developers working to decrease application dependency on a single server can use Rational Software Architect to design and implement your next generation of applications. Rational Software Architect leverages various programming languages to build-on with existing architecture or create new. As you expand your architecture, software revision history is critical. Using Rational’s Change and Release Management software is excellent for making application improvements. Accurate change management could be dictated from any new standards you are implementing. For example, PCI compliance requires that handle card holder information to be monitored. Implementing Rational products to handle change process takes out the compliance worries. See the Resources for information about downloading trial versions of Rational products.



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Milestones

Planning for the future or fixing a technology mess is a chore best suited to an IT architect. Ease into the future by:

  • Knowing what you have to work with. Maximize current resources and knowledge.
  • Dreaming big. You won't get everything you want, but you will find what you need.
  • Including others. You are not the only one with dreams.
  • Thinking in terms of miles, not inches. Set goals for the next month, the next year, the next two years.


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Conclusion

Keep dreaming big, and someday all your dreams will come true. Well, probably not, but you can improve the quality of service that the company and the IT team can offer. Even if you can't predict the future, you can be ready for it by building with flexible and resilient components from your hardware all the way down to your software.



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About the author

Michael Welsh is a 15-year IT professional specializing in IT security, disaster recovery, and networks. He is also knowledgeable in operating systems, hardware, and many server-side applications such as Microsoft Exchange Server. Michael writes technical articles and documentation for Web sites and businesses.




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