A quick doorknob post before I disappear into the Wind Rivers for my annual walkabout. (If you find pepper-spray-scented grizzly bear scat with bells in it someday, might be what's left of me ;-) ).
It's not easy being smart
Sometimes in our quest to be smart, or efficient, we complicate apparently simple things with non-obvious behavior. This shows through in at least these points when configuring a CMA:
- Admin passwords
- LVM disks
- Virtual switches
The key point in each case is that CMA has some memory, and it uses that memory during initialization. The contents of DMSSICNF and DMSSICMO COPY files are simply not the whole story in these cases.
The value of cmo_admin_password from CMO may (or may not) be the current password in the OpenStack UI(s) (plural to cover the Juno case, only). That property is used to give the admin password an initial value. Basically, it only gets used when all the bits inside the LVM first get initialized. Some of those places are human-facing, like the GUIs, and so we recommend you immediately change them at first logon. In effect, once you take our advice, the value of cmo_admin_password is irrelevant... it's just not used, change it all you like. It will only be used again if you format all the LVM disks (losing your images and other data, unless you backed it up - you do back up those volumes, right?).
- Change human-facing passwords once the UI is up.
- Manage those passwords like any others. If you forget them, you cannot use the cmo_admin_password property to update them unless you wipe all the LVM disks, which will have lots of other (probably worse) side effects.
The value of cmo_data_disks from CMO tells CMA which disks you want it to add to an OpenStack controller's LVM ... it is not the full list of disks currently part of the LVM, and removing a volume ID from this list will not remove it from the LVM. Once a volume is added to the LVM, it will be listed as an MDISK in the directory entry of the VM where OpenStack services run. The virtual device address used is a contiguous range starting with 0200. The volume will also have a region defined for it in DirMaint, and it will be added to the XCAT1 volume group.
- Removing a volume ID from cmo_data_disks will not remove it from the LVM.
- You cannot tell the full set of LVM disks in use by looking at CMO, if you have ever changed the value of cmo_data_disks.
The values of xcat_vswitch and xcat_mn_vswitch from CNF tells xCAT services which virtual switches to use, for "internal" and "external" access respectively. The associated values may or may not be used ... some are used only when creating the vswitches, some are also used to create networking interfaces on the virtual machine where xCAT services run. The xcat_vlan property, for example, falls into the first category. The xcat_addr property, on the other hand falls into the second. Since the interfaces are always created during xCAT services initialization but the vswitches are re-used if they already exist, they can get out of synch with what you see in DMSSICNF.
- xCAT services only create the virtual switches configured in xcat_vswitch and xcat_mn_vswitch when they do not already exist. When they already exist, xCAT services simply use them as-is.
- If you change the networking parameters in CNF, you may have to manually update the vswitches (if you've made other manual modifications). If you're letting xCAT services manage those vswitches, then you can destroy them and they'll be re-created using the then-current CNF property values the next time xCAT services initialize.
Obligatory xckd (a Juno joke, since I mentioned Juno above): http://xckd.com/1703/
If you're running xCAT on your z/VM system, you'll want one of the following:
- VM65834, if you're running CMA Liberty (you have this if VM65780 is applied already and DMSSICMO property openstack_system_role has a non-blank value)
- VM65833, if you're still running OpenStack Juno (you should upgrade, really ... Juno ONLY gets critical security fixes now)
- VM65835, if you're still running the non-OpenStack xCAT code base that came with z/VM 6.3 (you should upgrade, really ... this ONLY gets critical security fixes now)
As usual, the easy way to deal with this is to use the SERVICE STATUS LIST command with the SERVICE files downloadable from the z/VM OpenStack service page (if you're running CMA) or the z/VM xCAT service page (if you're still running the non-OpenStack xCAT code base), since that will show you all related APARs you need to order.
The bulk of the fixes are security-related, but there are several in the Liberty APAR related to migration and image capture that it are simply best avoided by pro-actively installing this service.
Modified on by JohnArwe
tl;dr: if you're running z/VM 6.3.0 with the XCAT or ZHCP virtual machines on your z196 or later system today, you should upgrade to CMA Liberty.
z/VM 6.3.0 refreshed its xCAT and OpenStack support Monday, March 28, 2016; see the linked-to service pages for the APAR numbers. Both are now packaged in z/VM's Cloud Manager Appliance (CMA). Matching copies of Enabling z/VM for OpenStack (PDF, web) and SMAPI (PDF, web) publications are live. You'll want to hold off installing until one more APAR (VM65809-11, depending on your environment) is orderable, since it's going to include a new xCAT image, but you can order anything else on the service pages now and beat the rush.
What's in it for me?
, you get...
- Simpler: manage fewer VMs - ZHCP's services will run inside the XCAT virtual machine once you migrate
- Leaner: get onto a path to reduce the frequency of service delta disk overflows (z/VM 6.4 will get you the rest of the way)
using CMA Juno, you get...
- Currency: OpenStack Liberty support replaces Juno; CMA Liberty ships the same OpenStack projects that CMA did, and adds ceilometer
- Currency: Provisioning support for RHEL 7 and SLES 12
- Monitoring: OpenStack instrumentation support via a new ceilometer plugin
- Security: integrating your enterprise LDAP server no longer requires back-porting fixes from the OpenStack Kilo release
- All the xCAT benefits listed above
of course, you keep the things you know and love from Juno
- Discovery: manage guests created outside of OpenStack
- Automation: APARs applied using the z/VM service process are automatically installed when the CMA is restarted
- Integration: CMA fits into larger "bring your own OpenStack" solutions such as vRealize Automation
- Automation: a chef client and IBM-provided cookbooks let you configure CMA using chef
, you get...
- All the benefits listed above
of course, you keep the things you know and love from Juno
- Choice: you choose which (if any) z/VM OpenStack enablement components to use or not, which combinations deployment topologies to support for how long, and so on.
What's the fine print?
- Sorry, but there is no free lunch. Unless you're installing a new z/VM system, you need to migrate from what you're using now, whether that's just xCAT or CMA Juno. I'll be filling in those pages soon, and updating them over time based on experiences with client systems.
- Provisioning RHEL 7 and SLES 12 is only supported on the OpenStack path, not when using xCAT without OpenStack. If you have your own ways to provision guests outside of xCAT, they are unchanged by this support.
- CMA Liberty is smaller than CMA Juno, in part, because we left out the chef server, the ICM self-service portal and ICM's cross-platform deployer. The only UI CMA provides is the OpenStack dashboard (horizon), and it is not customized for z/VM. Some solutions, like IBM Cloud Orchestrator, never used ICM's self-service portal anyway.
- CMA Liberty only manages z/VM guests. It can still be part of a multi-platform solution, it just is not one by itself.
- CMA Liberty only supports the OpenStack authentication (keystone) version 3 API; CMA Juno only supported version 2.
Modified on by JohnArwe
Many of you are probably in a change freeze right now, but here's the information so you can unwrap this present after the New Year begins (or whenever your change freeze expires/lifts).
VM65769 includes the following content plus other bug fixes. Remember that in addition to VMSES/applying the APAR (which delivers no code, only instructions for obtaining and installing the code), you must look at CMA42 FILE for the instructions to follow, including the URL for Fix Central and how to navigate to the download files.
- z/VM's CMA can be one region in a larger OpenStack cloud (each region has its own controller, but a single cloud authentication service covers all regions)
- z/VM's CMA can be one compute node in a larger OpenStack cloud (the controller runs on another platform, and the controller does not need to have the z/VM OpenStack plugins for nova/compute or neutron/network installed)
- z/VM's CMA, when running as an OpenStack controller, can allow users to manage existing z/VM guests through OpenStack-based UIs like ICM for z Systems and OpenStack horizon. This function is called discovery, and not all OpenStack operations can be used. Discovery was first delivered Sept 4 with VM65724, this APAR enhances it and fixes some bugs on error paths.
- Several security fixes
- Multi-path DASD support.
- ICM for z Systems 4.2 Fix Pack 3
- Each time the CMA starts, it will print its code version to the console log. If a notify_userid is configured in DMSSICMO COPY, XCAT will MSG the same information each time it starts. (I'm a strong proponent of positive reinforcement, so I like this a lot. Give me a hint that things are going right!)
- One bug fix worth mentioning: if you changed the IP address of the XCAT management node in DMSSICNF COPY but did not reset the CMA, in the some cases you would not be able to logon to the ICM for z Systems UI but you could logon to the OpenStack horizon UI. That's sorted now.
- When using the UI to stop an instance, z/VM now uses signal shutdown, so the instance has the z/VM system default shutdown internal to gracefully quiesce I/O and so on, with fallback to force immediate after that interval. Prior to this APAR, z/VM always used force immediate, which was a bit unforgiving.
- The -03 edition of the Enabling z/VM for OpenStack (Juno) publication is live.
Some bits of advice:
- The downloads are a full replacement of the entire CMA. Everything in the /install sub-tree of XCAT's file system will be preserved; that's reserved for user data. Everything else, gone.
- You will probably need at least 20GB of free space in XCAT's /dev/mapper/xcat-repo in order to get through the install; CMA42 FILE has details, exact amount depends on the sub-tasks you need to run but 20GB is a safe bet. This is in addition to any free space you have for deploying guests (the install can dip into that space, but then IVP will complain the next time you run it unless you remove the source files after installing them). Review the common problems list before starting (they're "common" for a reason).
- Be patient with the ICM Deployer - it took 15 minutes to run on my system.
- Follow the instructions EXACTLY.
- Feel free to delete the files you get from fix central once things are installed and you see the positive evidence (updated versions, usually). The install source files are never used after installation.
FWIW, when I did the test install of the final APAR (starting from Fix Central, doing it all myself, no shortcuts), it went quite smoothly. It's easier than it used to be, since VM65724 included a better service installation process. With some false starts because I was intentionally using a very constrained system  and I was recording all the checksums etc. on the wiki, I needed 2 days end to end. Without my false starts, 2 hours would have been enough. Your system and your guests can stay up while this is going on; the only "outages" are recycling SMAPI and XCAT. That typically takes well under five minutes, unless you're adding disks to the LVM... the I/O to format them takes a few minutes itself.
When you're done, you should expect to see this in the XCAT console (this excerpt came from a notify_userid):
09:45:06 * MSG FROM XCAT : CMA VERSION IS: 1.1.3-20151119
09:45:06 * MSG FROM XCAT : XCAT VERSION IS: 220.127.116.11
XCAT's version will be updated once you DDR the new image and recycle SMAPI. CMA's version will be updated a bit later when the "small" 5GB tar file is found and installed during XCAT initialization.
Happy Holidays everyone!
 I'm a natural tester, even if it's nowhere in my job description. After all, how many people would stumble into the difference between 15GB free (in df -h, which rounds, UP in this case) and 148xxxxx bytes (just slightly less than 15GB, un-rounded) ? I did. But that's why I often run constrained; better I should find those things than you.
Well now, that took "a bit" longer than intended. While I had planned to knock these off/out quickly, life intervened. So here, in the immortal words of the priest trying to marry Princess Vespa (again) at the end of Spaceballs, is the short short version.
OpenStack believes in two categories of storage
- Emphemeral: in lifecycle terms, "part of" a compute instance. It is allocated and destroyed along with a compute instance, so while it can be read/write, the data written is not permanently available to all future authorized comers.
- Persistent: disk whose lifecycle is its own, independent of any compute instances. This is the way "old" operators like me tend to think of disks, since we're used to fussing around with the devices that house them.
There are a couple of different potential uses for disk (representative, not exhaustive, list):
- Boot disks
- Root filesystems
- User data
- Temp/scratch space
Some of those uses apply at the z/VM level (where should z/VM get space to allocate a boot disk for a new virtual server?), some at the virtual server/guest level (root filesystem), some at both (user data). Our Enabling manual's reference format doesn't differentiate between all these variations, although I'm nudging it in that direction as I get a better grip on the details myself (remember, I didn't invent either z/VM or OpenStack). When we released VM65721 in June, we also updated Enabling and that included a re-write of the Planning chapter on Disk Storage; it was a definite improvement, but I still found it confusing. In the course of preparing this blog entry, I ended up restructuring it again... rather than summarizing, here is the updated text as it stands at this moment.
xCAT requires disk storage to accomplish its functions, such as storing captured images. Its disks are
managed by the Logical Volume Manager (LVM); although the functions and LVM names vary based on
whether xCAT is configured as a CMA or non-CMA environment, the following apply to all
- A logical volume's size can be increased but not decreased. Trying to remove disks from the logical volume will result in lost data, and may make xCAT unusable.
- The logical volume contains user data. You should back up its contents regularly in case it is compromised for any reason.
- The amount of space required is largely dependent on the size of the disks that will be captured, and whether compression is used in the capture process. Uncompressed images are approximately the same size as the original disk, while compressed images are approximately 1/2 to 1/3 of the disk size (depending on how much of the disk is in use).
- 50 GB of space is recommended to start with if you take the default value for the xcat_free_space_threshold property. (For more information on this property, see “Settings for Nova” on page 31.)
- xCAT manages a storage pool named XCAT1. You provide a list of z/VM volume labels, which must not be assigned to the directory manager, as described in the section below. The xCAT boot process detects changes in the list and issues directory manager commands that add any new volumes to this storage pool
Storage is needed for OpenStack services to provide minidisks for the root directories of deployed virtual servers, as well as for storing code and user data, depending on the minidisks' configured roles. In addition, SCSI disk space is required only if the deployed systems will have persistent disks attached by OpenStack’s block storage service.
Running OpenStack services requires a 0101 minidisk for the CMA system disk, no matter what role the CMA has been assigned. This disk must be included in the xCAT virtual machine's directory entry; it can be managed by the directory manager in a disk pool. The disk can be either:
- An ECKD disk of 3338 cylinders, or
- A FBA/eDevice of 4806720 blocks.
Running OpenStack services in the controller role requires minidisks to store user data. CMA manages these disks with LVM, using the logical volume name cmo-data. The logical volume cmo-data contains all user data, such as all OpenStack configuration files and database files, all generated certificate keys, all xCAT image files, and all temporary files. The amount of space you need depends on how many images/files that you want to keep. Specify z/VM volume labels in the DMSSICMO COPY file property cmo_data_disk during the configuration process. (For more information on this property, see “DMSSICMO COPY File Properties” on page 17.)
Running OpenStack services in the controller or compute role requires minidisks for the root directory of deployed virtual servers. The directory manager allocates minidisks from a disk pool it manages; specify the volume pool name and type in the DMSSICMO COPY file property openstack_zvm_diskpool. (For more information on this property, see “DMSSICMO COPY File Properties” on page 17.) An existing disk pool other than XCAT1 must be used for the minidisk pool. The amount of space required is dependent upon the size of the root directories in the images being deployed or captured.
If persistent disks attached by OpenStack’s block storage service will be used by the deployed virtual servers, FCP disk pools must be defined to the SAN Volume Controller (SVC) for this use and their details specified in the controller ’s DMSSICMO COPY file. The amount of space required is dependent on the size and number of persistent disks used by the deployed virtual servers. For more information, see this page in the IBM developerWorks® community:
xCAT uses xcat-repo as its logical volume name. Its z/VM volume labels should be specified in the DMSSICNF COPY file property xcat_iso during the configuration process. For more on this property and on defining the LVM, see the “Defining the xCAT Image Repository for z/VM Images” section in the “Setting up and Configuring the Server Environment” chapter of z/VM: Systems Management Application Programming.
Modified on by JohnArwe
tl;dr version: Installing the z/VM's Cloud Management Appliance gives you a "manage from z using OpenStack APIs" cloud controller. It packages several components, including IBM Cloud Manager and IBM Platform Resource Scheduler, and gives you a simplified installation experience.
I'm going to describe things using the latest level of code available when I'm writing this post (Juno). The specifics flowing from that will be different for other releases, but the overall pattern should be very similar.
It's not as simple as we'd like yet, so expect the details to evolve over time.
What do you get?
I’ll describe these pieces in more detail later (some in later posts), but this is the big picture of the what … not the how. The “how” is more involved, as is often the case.
You obtain the z/VM Cloud Management Appliance by following the directions installed by the z/VM APAR [cma-apar]; you read that correctly - installing the APAR gives you directions to get the code, not the code. Since it uses an appliance model, the code gives you a box that's taped up fairly tight; as you install and then use it however, you'll see the sorts of things above. Hopefully you'll see enough to be useful, and not so many that you're overwhelmed. At a high level, after installing the z/VM APAR you need to allocate and format new disks for the executable code, get the code from Fix Central [fix-central], and install/configure it before you have a running cloud. There's also a TechDoc describing parts of the process in more detail.
Consult the Book of Armaments
^ [book-of-armaments] Visit the z/VM OpenStack cloud maintenance service page and then click on the release you want; the newest is always at the top. Don't miss the requirement to apply xCAT maintenance as well.Generally z/VM folks will not need to know the OpenStack release names, but sometimes they come in handy when talking to others in your organization that might know OpenStack, like the LDAP people [OpenStack-release-names]. This is a partial snapshot of the Juno-specific content on the z/VM service page:
When you install the Juno service (e.g. VM65676), use the normal z/VM service process; effectively you're creating the CMA42 FILE on z/VM's MAINT 400 disk. The APAR is not the code! [finger-moon].
CMA42 FILE is a text file whose basic outline is:
General Service Instructions
- Use these General Service Instructions only if migrating from an earlier release of the OpenStack support; if you're installing for the first time, skip the General Service Instructions entirely.
- Install any pre-requisites
- Migrate using the Icehouse pre-migration scripts
General Installation Instructions
- Decide if you're using 3390 (ECKD) or SCSI (FBA) disk storage.
- Format the disks and add them to the correct z/VM userids.
- Download the 2 files (probably to your laptop)
- Move the files to z/VM and install them
- Move the image file to z/VM
- Detour into the "Enabling z/VM for OpenStack" publication to configure, install, and run installation verification.
- Move the ICM installer file to z/VM (into xCAT's file system)
- install ICM
- Login and start running your cloud
Lobbest thou thy Holy Hand Grenade of Antioch
^ [book-of-armaments] I've done this a few times; OK, more than a few, if you count test systems, client systems, demonstration systems. Using that 20-20 hindsight, this is how I'd tell a friend to install CMA as a manage-from-z controller [tell-a-friend], first as a picture and then as a set of more detailed steps.
- Skim the hints/tips to see what others have missed
- Get all the z/VM work prep work done
- install pre-requisite service [cma-apar] for OpenStack and xCAT
- Detour into the "Enabling z/VM for OpenStack" publication [cma-apar]
- read the z/VM Configuration topic
- read the Planning topic, noting disk requirements
- read ahead in the installation instructions about disk requirements
- update xCAT’s directory entry
- make sure it says 8G of virtual memory
- if it has no 101 disk yet, note that
- do whatever is needed in z/VM for storage, including formatting any new volumes
- Stage all the OpenStack-specific bits
- Follow the CMA42 FILE instructions through unpacking the xCAT image, but stop before restoring it.
- Verify that the bits on your disks match what’s expected
- Detour into the "Enabling z/VM for OpenStack" publication
- Read the Configuration topics on z/VM, xCAT, and OpenStack. Skip over or just skim the details of each parameter for now. I’ll cover configuration in a series of future posts.
- Draw your desired-state networking diagram
- Assume that you are only building a single “all in one” cloud for now: one z/VM in the controller role. Once that is working, if you want to add other z/VMs as compute nodes, it is a small delta.
- Assume that you want to access the UIs from outside the system, so the xCAT MN at least needs a public IP address, OSA, and gateway.
- If it’s possible in your deployment environment to let OpenStack assign public IP addresses to instances it creates, do that; it simplifies debugging. If that’s not possible, give it a private IP address pool to use.
- Assume that you won’t be manipulating any storage through OpenStack (cinder). You can enable that later, incrementally, if you want to.
- Build your CNF/CMO files [note: I’ll cover this process in future posts]
- Read the details of each parameter at this point.
- Based on the assumptions above, you will leave many of them at their default value of “NONE”.
- Install the components
- Restore the xCAT VM image using the bits you already staged
- Run IVP (the installation verification process) per the "Enabling z/VM for OpenStack" publication, fix any problems: rinse, lather, repeat until you have zero warning messages
- Follow the CMA42 FILE instructions [note: ssh/scp syntax] to get the ICM installer (tarbin) file into the Linux file system running inside the xCAT virtual server
- Verify that the bits on your disks match what’s expected
- Run the ICM installer
- Login to ICM; per the "Enabling z/VM for OpenStack" publication section entitled "Final Configuration of the CMA via the IBM Cloud Manager..."
After that, let your priorities govern the “if”, “when”, and order of tasks. Some examples are:
- Configure ICM functions beyond those needed for the base CMA installation
- External LDAP integration
- Loosen some of the earlier assumptions
- Add (additional) compute nodes … other z/VM systems, x86, etc.
- Configure storage units for use by OpenStack, e.g. as use by an image repository
- Capture and/or deploy images
- Clients without existing processes for managing z/VM virtual servers or images can generally use the "Enabling z/VM for OpenStack" publication’s chapters on image capture and customization to manage their images entirely via ICM/OpenStack.
- Clients with existing processes for managing z/VM virtual servers or images might well find that OpenStack’s restrictions conflict with those processes; in this case it will generally be easier to manage images and virtual server creation in z/VM, and use ICM/OpenStack for other aspects of the virtual server’s life cycle. Typically, different users perform those sets of tasks. More on that in future posts.
- Enable the IBM Platform Resource Scheduler; by default, the CMA "box" contains the bits, but does not install them.
- [book-of-armaments] As I said in an earlier post, consequences of a youth misspent memorizing four (no, three!) Monty Python skits. In this case, from Monty Python and the Holy Grail.
- [cma-apar] currently, the latest version of the appliance is documented in APAR VM65676 which corresponds to ICM 18.104.22.168 and OpenStack Juno. The z/VM OpenStack cloud maintenance service page lists all available versions, along with links to the "Enabling z/VM for OpenStack" publication for each version.
- [finger-moon] thus paraphrasing the Zen koan, "the finger is not the moon."
- [fix-central] you can use this direct link for the March 13, 2015 (first) version of the Juno files. Generically, use the Fix Central link, select the "Find a product" tab, and start typing "IBM Cloud Manager with OpenStack"; after "ibm cl" auto-complete will give you a mercifully short list. The alternative drill-down route on the "Select a product" tab is longer, and described in the TechDoc.
- [OpenStack-release-names] OpenStack release names follow the same convention as recent Ubuntu Linux distributions, where the first letter of the code name sequentially increases with each new version.
- [tell-a-friend] A friend I like, that is.
Modified on by JohnArwe
This post is the first in a series I'm writing about getting an OpenStack-based zLinux cloud running on z/VM. I'm going to concentrate on the “manage from z” case, although a good deal of it applies to other topologies. Note that “manage from z” is capable of managing Linux systems running on Power or Intel, although at this point I have no plans to cover “manage to” on platforms other than z/VM. Plenty of materials already exist covering other platforms.
Did you know that your existing z/VM systems can run or control an OpenStack-based IaaS cloud?
You heard that right.
You can run an OpenStack-managed Linux cloud on your existing z/VM system.
Let that sink in.
z/VM 6.3 with the right service  is the entry point, and you'll need to enable SMAPI. If you're just kicking the tires, or want to run on z/VM only and without the ability to open support questions/problems, it's zero incremental cost over base z/VM (i.e. “free as in beer”). Running things with support, and/or on other platforms, requires licenses beyond the base .
Having recently come back to mainframes from IBM's Cloud and Smarter Infrastructure (formerly Tivoli) unit, I have something of a z/VM outsider's view. I used z/VM while working in z/OS development for testing, more than a decade ago, and I was exposed to all the cloud work (especially around standards and open source) while in CSI so I could already spell OpenStack (the technological base for de facto IaaS clouds). If you're someone who knows z/VM but not OpenStack, or vice versa, my goal is that these entries will still be understandable. I figure your primary goal is get an OpenStack-managed zLinux cloud up and running on z/VM, and anything new you learn about "the other side" is icing on the cake for you.
Mind you, having a well-developed sense of irony , whenever I talk about z/VM and Cloud my Evil Twin  thinks of the old Reese's ads :
You got your cloud on my [z/]VM!
You got your [z/]VM in my cloud!
Two great tastes that taste great together.
To be continued...
- Don't make the mistake of looking only at the table, once you expand the Juno section on the z/VM OpenStack maintenance page; the rest of the page has other content you'll need. For example, as the text surrounding the table says, you also need to be current on xCAT service, since xCAT is used as a component in the OpenStack support.
Read and interpret the licenses using your own counsel! IANAL.
A consequence of a youth misspent on Monty Python and the like
"Naughty, evil Zoot!" (Google it - from Monty Python and the Holy Grail); the notion of evil twin blogging I first came upon when Enrique surfaced in the blog of my first W3C Contact, MSM. I have yet to name mine.
Ads for Reese's Peanut Butter Cups
Time to look back,
... look around,
... and look forward.
I've been heavily involved in work with the W3C over the past 8+ years, as a chair, as a spec editor, and as a working group member. What they've built, and the open processes they use to build it, still impresses me.
On a more personal (set of) note(s), much of what I've spend the last few years laboring on has matured:
For me, this means taking a new job within IBM. I'll be involved with clouds on the mainframe: z/VM's OpenStack enablement for starters. This blog will continue, but as you might expect with a new day job its emphasis will evolve.
First, the answer; then, in HHGTTG style (42!), the question.
The question was: how do all these wonderful things I'm hearing about relate? How do I wrap my head around all this?
By way of background: Innovate is the annual conference that focuses on IBM's Rational brand - developer tooling. In the Exhibitor hall, there was a whole section of pedestals on IBM DevOps Services (until recently known as JazzHub); there was also a set of other pedestals in the Cloud section representing other capabilities that IBM offers: BlueMix, SoftLayer, Service Engage, and some others that simply don't relate to this view. The IBM Cloud Marketplace is the umbrella through which you can find them all, what's above and what's not (like BPaaS).
What the picture above says, and some additional details:
Clients choose how to consume what they need; there's no "one size fits all" answer. The good news is you get freedom of choice; the bad news is you have the responsibility of choosing (we'll help, if you want). Typically this choice is based on figuring out the subset of options that meet non-technical constraints, and then comparing lifecycle costs.
By the way: if you're happy where you are without any of this (aka remaining "on-premise"), that's fine.
If you want to try something out, cloud delivery options give you a way to kick the tires quickly and with minimal investment of your time or effort. If you prefer to deploy on-premise for production, that's fine too.
If you want to explore these options, the Big Question is: what do you want to pay someone else to do, in order to avoid doing it yourself? More on that in the next picture.
DevOps Services gives you a way - a delivery option - to construct applications using Rational tools delivered via the cloud.
Advantage: you're always on the latest level of development tooling code that you get from the cloud, since it's continuously delivered.
It includes a one-button "deploy into BlueMix" option. You can also deploy to other targets.
Your code still lives whereever it lives now, and you can use any tools (cloud or not) as a result. If you're starting something new it gives you an option to host the repository, but it will just as happily use an external repo like GitHub.
BlueMix gives you a way - a delivery option - to host running applications, for testing and for production.
You can avoid Dependency Hell by binding to other BlueMix services.
You can deploy your app as a BlueMix service for others to re-use - and to pay you for.
Service Engage actually is implemented as a BlueMix app - we're using it for production ourselves.
Service Engage gives you a way - a delivery option - to get systems management from the cloud.
Advantage: you're always on the latest level of systems management code that you get from the cloud, since it's continuously delivered. We also add offering on an on-going basis... in February we had 3, now it's 5, and it's only going to grow over time. These offerings correspond what you might know as Tivoli products - certainly more people at the peds recognized them that way; Tivoli changed its name to Cloud and Smarter Infrastructure last year, if you missed that.
If you want to try something out, cloud delivery options give you a way to kick the tires quickly and with minimal investment of your time or effort. Each offering includes live demo and free trial options.
Your existing applications and data still live whereever they live now.
I must have talked through that picture 20 times over the 3-ish ped-days I was there. After the pattern emerged, we drew the whole picture out on the SoftLayer ped's whiteboard, which made it easier to see/refer to. I guarantee you it was neither as neatly done as the version above, nor as complete as the text points above allow.
The next picture focuses on that Big Question - what do you want to pay someone else to do, in order to avoid doing it yourself? - just in case you're not familiar with which pieces are "in the box" at these levels.
Attribution: I lifted the second picture from a presentation the BlueMix folks did.
I learned a new word a few weeks ago: exegesis (waves in thanks to EW); I have a respectable vocabulary, so not something that happens every day. It dovetails with something that I've been meaning to write about for a while though...follow your nose. You can think of exegesis as an extreme form of following your nose, one that borders on religious fervor and potentially gets hung up on precision in prose that might or might not actually exist.
Follow your nose, in standards circles like the W3C, is a term of art that answers the question: "how do I know X is true?" Since "you indirectly commit to specs when you go online" (Tim Berners-Lee, 2002), it's a polite way of saying "read the specifications in the references sections"...recursively . Don't let the people who refer to RFCs (specs in the IETF) by number scare you, either. Everyone there started knowing none of them at some point.
A performance monitoring example that works for any linked data
Back in October 2012 (yes, "been meaning to" for a while now, ahem), I was working on the OSLC Performance Monitoring spec that ITM 6.3 eventually implemented. One of the developers asked: Where is the dbpedia Percentage class defined in human readable format? I had suggested re-using terms she was unfamiliar with, a common enough occurrence given that vocabulary re-use is a Best Practice in Linked Data. When I responded, I laid out the process step by step because you can do this, in general, for any Linked Data. It's particularly easy for the case of linked data because most if not all URIs are HTTP URIs that serve a useful representation.
A reconciliation example on deciding whether or not to re-use existing vocabulary terms
Six months later, it was I'm wondering if we could use the CS property "hostid" to store the unique system ID? Do you think that is a valid approach or should we better define a custom property?, in the context of a services engagement. I also worked on the OSLC Reconciliation spec, so it went like this:
Look at definition of the property itself, which is found at its namespace-qualified name. That said A globally unique ID assigned to their machines by some manufacturers (.e.g Sun Solaris) . Good match on uniqueness, bad match on "assigned by whom". Debatable match on clarity; creating a custom one for this client is the gold standard there. There's a "see also" link...follow that.
Look at the Reconciliation spec's usage to see if there are any other constraints. Nothing new there.
Look at guidance for Reconciliation spec implementers ...same reason. Some new transformation rules there. You're not a product, so do you need to follow them or not? Record it as a question and proceed for now.
Ask (your favorite experts) where else to look.
In this specific case, since the identifier was assigned by the client, we decided to define a new term in the client's namespace, to avoid ambiguity. Topic for another day.
Speaking as a recovering exegesist
FYN turns into exegesis when you start hanging vastly different interpretations on a turn of phrase that's not visibly different than the surrounding text. As a spec editor and reader, I have a gift (curse?) for seeing how a single set of words can be interpreted several ways. For example, reading ought to as a potential requirement for compliance.
I started observing a cultural distinction between IETF and W3C specs recently, while working on LDP. The IETF specs I was spending a fair amount of time referring to were at times maddeningly vague on issues like extension; if you look at the HTTP Accept syntax, it permits extension parameters (A Good Thing, generally speaking). Ditto media type registrations' generic syntax. When looking at application/json's registration however, which defines no parameters, are other specs allowed to define them? I could not find a definitive answer, even FYNing. In W3C specs I observed many cases where "remaining silent" was eschewed, in favor of an explicit MAY clause ("other specs MAY define blah", etc.). When I contacted some RFC authors to clarify the intent, (some) others were aghast that I should even consider their answers relevant - for them, The Written Word was all that mattered, even if TWW was obviously incomplete.
In some cases, I found myself asking questions like "RFC blah says this new header is defined for successful requests. I could really use that behavior on a redirect; is that considered a 'successful' request?" Coming from an IETF-simulated mindset, I'd guess they'd answer "no, it's not limiting; success doesn't only mean 2xx status codes"; I think my W3C friends would be more split on that.
I've also seen (and perpetrated in some cases) absolutely unreadable linguistic convolutions in normative (MUST, SHOULD, etc) text in order to specify only what's needed, and no more. When TimBL talked to LDP about his comments on the LDP Last Call spec a few months ago, this was on my mind. He said (paraphrased from memory) I prefer a writing style that just tells the client/server what to do. Which I think is meaningfully different from the attitude If it's convoluted to make it Just Right, better that than leaving anything open to interpretation. So I find I'm drifting somewhat back toward what I think of, for now, as the "looser IETF style".
Modified on by JohnArwe
Well-meaning, smart developers sometimes do the darndest things; usually in the name of efficiency, or optimization, or taking some idea that works in-the-small and pushing it waaaaaay past the assumptions that made it work there. By and large I don't blame them: it's not like anyone is really trained for creating loosely coupled protocols - in college it's all about cranking out the next project by the next deadline, then moving on. The resulting code is not something they have to live with for anything like "long term", update, extend to match new requirements. We should hardly be surprised if measurements drive behavior.
Web Architecture has a few things to say about URIs, which are used to link to things:
They have two "facets": identification and interaction (what we commonly call location). This is true, by the way, even of HTTP URIs.
There is no reliable mapping from URI to media type (URIs ending in .html need not have an HTML representation).
They are allocated (in the case of HTTP URI) via a hierarchy of delegated authorities.
There's a lot more, of course - worth a read or 3 if you actually program on the Web.
Practical example: Jazz for Service Management Registry Services. Products in the Cloud and Smarter Infrastructure (formerly Tivoli) area use one of those services, the Provider Registry (PR), to locate (obtain links to) specific services at run time. In order to make a simplified discovery process possible, we came up with the process documented in the publications: basically, offer a well-known default URL that a client could override at configuration time. Just like we use DHCP for IP addresses, use an "always on" service like DNS to grease the skids; simple enough. If the client is able to get a DNS entry in place, life is simpler for them, but it has to be optional - some organizations outsource their network management, and getting a new DNS entry can be like dealing with your local tax authority. The DNS approach also helps insulate admins from later changes; if PR has to move, update the DNS entry and Bob's your uncle.
If you look at the PR pubs, the well-known default value is https://oslc-registry/oslc/pr/collection, and the next sentence says: Allow the customer to change the default value.
Example: how some people go off the rails
They think "change the default" means being able to change oslc-registry only... the hostname and port portion of the URI. They realize from experience that hostnames and port values are configured and often under someone else's control anyway, but surely the /oslc/pr/collection portion would never change - that's fixed in code!
Well, no. In a loosely coupled system you want the entire URL to be completely opaque to clients. In other words, only two parties should ever be looking at the contents of a URI: its owner (the software that serves it), and humans (not code!) engaged in debugging efforts. As far as every other component is concerned, it should be treated like a sequence of bits ... the only sensible operation is comparison, you have no idea what the bits mean. Much the same as a digital signature. Technically, you're entitled to parse any URI according to the generic URI syntax, but that doesn't give you enough to achieve an end in itself.
Why? For one thing, it's only a subset of /oslc/pr/collection is actually managed by PR as a Web application; that first path segment, oslc , is a deployment choice. oslc might be the default, but admins of the Web container (WebSphere , in PR's case) can change that. The HTTP delegation of authority concept, which is really a social contract, does not stop at the hostname level.
For another thing, the "single well-known URI" model implicitly assumes that there's only one copy of PR running, at least from a logical point of view (that single DNS could in theory front a set of load-balanced back ends with a shared database, even though we don't support that today). While that's going to be true today in most cases, simply because of where everyone is from an adoption curve point of view, there's no reason to expect that to remain true for everyone over time. It might continue to be true for small and mid-size enterprises, but there's every reason to expect (based on past experiences) that larger enterprises will want to divvy things up internally in some cases - by geography, by business unit, etc.
When you build code, it's important that you know what assumptions you're baking into it, and that you choose them consciously. If you're dependent on someone else's actions, you're getting into tightly-coupled territory. If you're writing code that peeks inside URIs you don't own (what some call "cracking open" the URI), it's broken, full stop; maybe not now/today, but it's just a matter of "when", not "if".
Modified on by JohnArwe
Linked data != Object oriented
At least in the sense that a simple, direct mapping misses out on much of the promise of Linked Data. Take a "simplest possible" case: A is related to B. The object-oriented solution is to create a class for A's that contains a B-object, which ends up being a pointer or object handle to an object of B's class.
When you put A and B on the Web, each has a URL. http://example.org/A and http://example.org/B will suffice. Somewhere in the representation of A, you expect to find a link (URL) to B. Simple. Direct. But not quite what I started out with.
Humans recognize that "A is related to B" also means "B is related to A". The OO fix is simple; add the reverse link, sometimes called a back link (or change to use an association class). That maps to HTTP just as easily as the first case. But now there's a management issue: if someone updates the link from A to B, what happens (if anything) to the reverse link?
Often the application goal is "coherency" of those links, so the answer is that B's back-link should be automatically updated; but then there's a different management issue, access control. What if the user that updated A does not have the authority to update B?
Linked Data gives you more flexibility. In an OO system, if you have a reference to A you can look at A's properties. In a Linked Data implementation, if you ask for the representation of B, you'll usually get back RDF triples of the form < B , property , value >, but that is not guaranteed. In our case, you get back those and you get back < A , is related to, B >.
This is simple example violates most developer's intuition. It shows up most often when they want to provide information about some other resource that they link to. For a concrete example, think about owned assets.
Each owner (be that a person, an organization, whatever) has a list of assets that it owns. In linked data terms, there's an owning resource that has an "owns" link to each asset it owns. An IT department links to its servers and PCs:
dept-IT owns http://.../SN339487-14404
In order to display that data more usefully in a UI, a consumer of this data wants to know something about the type of the linked-to resource - is it a server or a PC? The typical thinking is to add this to the data.
dept-IT ownedType server
server would be a URL too (actually all 3 pieces of information would be URLs, but that's for a separate entry). The problem with the solution above is two-fold. First, it's needlessly indirect - a well-known and very commonly used term that many pieces of existing code understand, rdf:type, exists to describe the type of something. Second, there's no grouping. If the IT department owns 2 assets, there's no way to tell which ownedType goes with which owns link. It's possible to introduce the grouping, but that causes yet more issues.
Linked data takes exactly the same approach as we would take in natural language. Just as we'd say (in English at least) "The IT dept owns asset [id], and asset [id] is a server", in linked data you'd simply "say"
dept-IT owns http://.../SN339487-14404
http://.../SN339487-14404 rdf:type server
The fact that the UI wants to retrieve this information when it asks for the IT departments representation does not change how the data is structured.
Update on the W3C Linked Data Platform
When last I wrote about LDP, there were 2 weeks left in the Last Call review period. It's not uncommon at W3C for a Last Call review to cause the community to seriously look at the content for the first time, and LDP was not exception. While the number of commenters was small, we made up for it in stature - amongst them was Tim Berners-Lee himself. He's clearly got some uses for LDP in mind, and we've had two follow-up calls to talk through his issues. The working group has resolved most of them, so the work has shifted more towards the editors (including myself). The editor's draft is close now to reflecting the working group's intent, and by this time next week I'm betting we'll be completely caught up.
An experiment: the practical side of using Linked Data
An important part of my job in Cloud and Smarter Infrastructure (nee Tivoli) is helping our cross-product integrations walk the right path when using Linked Data, which is part of our architecture. We want the benefits that Linked Data offers: open integrations that "keep on ticking" in the face of change, so they're extensible without introducing risk and so any investments in them are protected over time. This is new territory for most developers, however. I think the mistakes and misconceptions I see (and correct) during our reviews would be useful to others, so I'll be starting a series Real Soon on this blog. They'll be lower level (more concrete/geeky) than is customary, but I think that's important to make it relevant for people writing code. They also apply more widely than "just" Jazz for Service Management, so I'm putting them here rather than on that blog. Stay tuned.
One of my day jobs is to contribute to the development of standards. At the moment, I'm co-editing a specification in the World Wide Web Consortium (known as W3C in many circles) ... the people who bring you HTML, XML, and other interesting kettles of fish.... called the Linked Data Platform.
If you already know what REST and Linked Data are (extra credit: OSLC too), you can jump right in (details on the Service Management Connect blog). What LDP focuses on that's new is the write operations; the common view of linked data to date is largely read-only.
If you need more background, there's an earlier entry with a reasonably concise version of that.
I'm a raving lunatic perfectionist when it comes to writing documents, so I won't even pretend that the Last Call draft is where I'd really like it to be. Suffice to say, before I left for my summer walkabout I made sure that the normative parts (stuff you can't just fix later) hung together. There's certainly room for more/better examples, and no doubt places where mere mortals' parsers will throw an exception - and that's exactly what the review process is there to help deal with, in addition to the normative content that people will depend on when it comes to asserting compliance.
Read with a skeptical eye.
Modified on by JohnArwe
A few weeks ago someone approached me with questions on something (I think it was OSLC Automation, but the pattern holds widely). Naturally (for me), I asked what he'd already read so I'd understand what he (in theory) already knew and what I'd have to explain in simpler terms. He started answer with: "Specifications are too dry to read." Now I realize not everyone's a spec reader, or even learns best through reading anything. Some people are kinesthetic learners, some verbal, some visual. C'est la vie. But the comment stuck with me.
In my spare time, I occasionally carve out a time slice for pleasure reading; what I call pleasure reading scares many people I talk to (A Brief History of Time and so on). At some point since his comment I read the "Figure versus Ground" topic in Gödel, Escher, Bach.
Fast forward a bit, and I've been editing the W3C Linked Data Platform specification as we get ready to issue a Last Call working draft (see the Jazz for Service Management blog for why I think LDP is a Good Thing for the Web and for open standards). As I was drafting some sections, my brain kept coming back to his comment like a song you can't get out of your head.
A bit of background: Escher is famous for his drawings; one set of them pokes at figure vs ground (aka positive vs negative space) directly, whereas others use it to construct higher order effects (optical illusions/contradictions). He's not the only one to make use of figure vs ground though ... most people are probably familiar with the Rubin vase, which demonstrates the concept nicely: is it one vase or two faces? It depends how you look at it.
The (ha! like it's just one!) problem in writing specifications is you're simultaneously writing for different audiences. On one hand, you're writing for implementers (servers, in Web specs); they want to know what behaviors they have to code in each single interaction, what they can skip, and they want as little else (chaff, distraction, etc.) as possible. On the other hand, you're writing for adopters/users (Web clients), who are more interested in stringing together a sequence of interactions to accomplish some purpose of interest to them; they want examples, background, informative text that shows them what some of those useful interaction sequences look like. Satisfy the adopters/users, and you've got a spec big enough to scare off some implementers without even reading it - too big and scary looking (parceling it up into multiple documents helps to a degree). Satisfy the implementers, and no one knows how to use it. Argh, I hate it when that happens. And yet, I could argue it's just a symptom.
I think the underlying problem is that we have to use prose to describe a picture (the old "a picture is worth a thousand words" maxim, demonstrated ad nauseam). What specs attempt to do is to divide the universe into two sets (one or more sets of two, more often): they define some conformance or compliance criteria, and they're trying to divide the universe into "compliant Xs" and "non-compliant Xs" ... in other words, they're trying to outline the vase - with words instead of a visual line. Imagine trying to describe the Rubin vase above using only words, no picture. You can try short-cuts like "take the starting rectangle, and subtract a strip at top and bottom whose height is xyz% of the total height." They're not very satisfying; describing what something is by stating what it isn't is cognitively harder. When it comes to that curve under the lip, good luck using prose (without reference to an image by analogy) for that.
What compounds the problem is the figure versus ground issue. Absent any way to draw the outline of that vase with words, we end up with not only positive and negative space, but "line space" in between. By the way, in open specifications we're not describing just one vase either, we're describing a class ("compliant vases"). Ow my head.
Back to the emergence of line space... the visual analog of the problem is to draw the outline of [the class of compliant] vase[s] using a 3-inch (8 cm)-wide paintbrush instead of a fine-line pen. The line itself is big enough that it now constitutes another space unto itself; not all of which falls within [compliant] vase[s], so you add more words (dab the line space while holding the brush sideways). It's like learning integration (the mathematical kind: using progressively thinner rectangles to measure/estimate the area under a curve) all over again.
I always liked calculus; maybe that's why I'm still editing specs instead of giving up