Are Service Meshes the Next-Gen SDN? /  by James Kelly

June 28, 2017 update: more awesome background on service meshes, proxies and Istio in particular on yet another new SE Daily podcast with Istio engineers from Google.

June 26, 2017 update: For great background on service meshes (a relatively new concept) check out today's podcast on SE Daily with the founder of Linkerd.

Whether you’re adopting a containers- or functions-as-a-Service stack, or both, in the new world of micro-services architectures, one thing that has grown in importance is the network because:

  1. Micro-service application building blocks are decoupled from one another over the network. They re-integrate over the network with APIs as remote procedure calls (RPC) that have evolved from the likes of CORBA and RMI, past web services with SOAP and REST, to new methods like Apache Thrift and the even-fresher gRPC: a new CNCF project donated by Google for secure and fast http2-based RPC. RPC has been around for a long time, but now the network is actually fast enough to handle it as a general means of communication between application components, allowing us to break down monoliths where service modules would have previously been bundled or coupled with tighter API communications based on package includes, libraries, and some of us may even remember more esoteric IPC.
  2. Each micro-service building block scales out by instance replication. The front-end of each micro-service is thus a load balancer which is itself a network component, but beyond that, the services need to discover their dependent services, which is generally done with DNS and service discovery.
  3. To boost processing scale out and engineer better reliability, each micro-service instance is often itself decoupled from application state and its storage. The state is saved over the network as well. For example, using an API into an object store, a database, a k/v-store, a streaming queue or a message queue. There is also good-ol’ disk, but such disk and accompanying file systems too, may be virtual network-mounted volumes. The API- and RPC-accessible variants of storing state are, themselves, systems that are micro-services too, and probably the best example of using disks in fact. They would also incorporate a lot of distributed storage magic to deliver on whatever promises they make, and that magic is often performed over the network.

Hopefully we’re all on the same page now as to why the network is important micro-services glue. If this was familiar to you, then maybe you already know about cloud-native SDN solutions and service meshes too.

The idea and implementation of a service mesh is fairly new. The topic is also garnering a lot of attention because they handle the main networking challenges listed above (esp #1 & 2), and much more in the case of new projects like the CNCF Linkerd and newly launched project Istio.

Since I’ve written about SDN for container stacks before, namely OpenContrail for Kubernetes and OpenShift, I’m not going to cover it super deeply. Nor am I going to cover service meshes in general detail except to make comparisons. I will also put some references below and throughout. And I’ve tried to organize my blog by compartmentalizing the comparisons, so you can skip technical bits that you might not care for, and dive into the ones that matter most to you.

So on to the fun! Let’s look at some of the use cases and features of services meshes and compare them to SDN solutions, mostly OpenContrail, so we can answer the question posed in the title. Are service meshes the “Next-Generation” of SDN?

Automating SDN and Service Meshes

First, let’s have a look at 3 general aspects of automation in various contexts where SDN and service meshes are used: 1 - programmability, 2 - configuration and 3 - installation.

1.     Programmability
When it comes to automating everything, programmability is a must. Good SDNs are untethered from the hardware side of networking, and many, like OpenContrail, offer a logically centralized control plane with an API. The main two service meshes introduced above do this too, and they follow an architectural pattern similar to SDNs of centralized control plane with a distributed forwarding plane agent. While Istio has a centralized control plane API, Linkerd is more distributed but offers an API through its Namerd counterpart. Most people would probably say that the two service meshes’ gRPC API is more modern and advantageous than the OpenContrail RESTful API, but then again OpenContrail’s API is very well built-out and tested compared to Istio’s still-primordial API functions.
 

2.     Configuration
A bigger difference than the API, is in how functionality can be accessed. The service meshes take in YAML to declare configuration intent that can be delivered through a CLI. I suppose most people would agree that’s an advantage over SDNs that don’t offer that (at least OpenContrail doesn’t today). In terms of a web-based interface, the service meshes do offer those, as so many SDNs. OpenContrail’s web interface is fairly sophisticated after 5 years of development, yet still modern-feeling and enterprise friendly.

Looking toward “network as code” trends however, CLI and YAML is codable and version controllable more easily than say OpenContrail’s API calls. In an OpenStack environment OpenContrail can be configured with YAML-based Heat templates, but that’s less relevant for container-based K8s and OpenShift world. In a K8s world, OpenContrail SDN configuration is annotated into K8s objects. It’s intentionally simple, so it’s just exposing a fraction of the OpenContrail functionality. It remains to be seen what will be done with K8s TPRs, ConfigMaps or through some OpenContrail interpreter of its own.
 

3.     Installation
When it comes to getting going with Linkerd, having a company behind it, Buoyant, means anyone can get support, but getting through day-one looks pretty straightforward on one’s own anyway. Deployed with Kubernetes in the model of a DaemonSet, it is straightforward to use out of the box.

Istio is brand new, but already has Helm charts to deploy it quickly with Kubernetes thanks to our friends at Deis (@LachlanEvenson has done some amazing demo videos already –links below). Using Istio, on the other hand, means bundling its Envoy proxy into every Kubernetes pod as a sidecar. It’s an extra step, but it looks fairly painless with the kube-inject command. Sidecar vs. DaemonSet considerations aside, this bundling is doing some magic, and it’s important to understand for debugging later.

When it comes to SDNs, they’re all different wrt deployments. OpenContrail is working on a Juniper-supported Helm chart for simple deployment, but in the meantime there are Ansible playbooks and other comparable configuration management solutions offered by the community.

One thing OpenContrail has in common with the two service meshes, is that it is deployed as containers. One difference is that OpenContrail’s forwarding agent on each node is both a user-space component and Kernel module (or DPDK-based or SmartNIC-based). They’re containerized, but the kernel module is only there for installation purposes to bootstrap the insmod installation. You may feel ambivalent towards kernel modules… The kernel module will obviously streamline performance and integration with the networking stack, but the resources it uses are not container-based, and thus not resource restricted, so resource management is different than say a user-space sidecar process. Anyway, this is same deal as using the kube-proxy or any IP tables-based networking which OpenContrail vRouter replaces.

SDN and Service Meshes: Considerations in DevOps

When reflecting on micro-services architectures, we must remember that the complexity doesn’t stop there. There is also the devops apparatus to manage the application through dev, test, staging and prod, and through continuous integration, delivery, and response. Let’s look at some of the considerations:

1.     Multi-tenancy / multi-environment
In a shared cluster, code shouldn’t focus on operational contexts like operator or application dev/test environments. To achieve this, we need isolation mechanisms. Kubernetes namespaces and RBAC help this, but there is still more to do. I’ll quickly recap my understanding of the routing in OpenContrail and service meshes to better dissect the considerations for context isolation.

<background>
OpenContrail for K8s recap: One common SDN approach to isolation is overlay networks. They allow us to create virtual networks that are separate from each other on the wire (different encapsulation markings) and often in the forwarding agent as well. This is indeed the case with OpenContrail, but OpenContrail also allows higher-level namespace-like wrappers called domains/tenants and projects. Domains are isolated from each other, projects within domains are isolated from each other, and virtual networks within projects are isolated from each other. This hierarchy maps nicely to isolate tenants and dev/test/staging/prod environments, and then we can use a virtual network to isolate every micro-service. To connect networks (optionally across domains and projects), a policy is created and applied to the networks that need connecting, and this policy can optionally specify direction, network names, ports, and service chains to insert (for example, a stateful firewall service).

The way these domains, projects, and networks are created for Kubernetes is based on annotations. OpenContrail maps namespaces to their own OpenContrail project or their own virtual network, so optionally micro-services can all be reachable to each other on one big network (similar to the default cluster behavior). There are security concerns there, and OpenContrail can also enforce ACL rules and automate their creation as a method of isolating micro-services for security based on K8s object annotations or implementing Kubernetes NetworkPolicy objects as OpenContrail security groups and rules. Another kind of new annotations on objects like K8s deployments, jobs or services would specify the whole OpenContrail domain, project, and virtual network of choice. Personally, I think the best approach is a hierarchy designed to match devops teams and environments structure that makes use of the OpenContrail model of segmentation by domain, project and network. This is in (unfortunately) contrast to the simpler yet more frequently used global default-deny rule and ever-growing whitelist that ensues that turns your cluster into Swiss cheese. Have fun managing that :/

The overlay for SDN is at layer 2, 3 and 4, meaning that when the packet is received on the node, the vRouter (in OpenContrail’s case) will receive the packet destined to it and look at the inner header (the VXLAN ID or MPLS LSP number) to determine the domain/tenant, project and network. Basically, the number identifies which routing table will be used as a lookup context for the inner destination address, and then (pending ACLs) the packet is handed off to the right container/pod interface (per CNI standards).

Service mesh background: The model of Istio’s Envoy and Linkerd insofar as they are used (which can be on a per-microservice basis), is that there is a layer-7 router and proxy in front of your microservices. All traffic is intercepted at this proxy, and tunneled between nodes. Basically, it is also an overlay at a higher layer.

The overlay at layer-7 is conceptually the same as SDN overlays except that the overlay protocol over the wire is generally HTTP or HTTP2, or TLS with one of those. In the DaemonSet deployment mode of Linkerd, there is one IP address for the host and Linkerd will proxy all traffic. It’s conceptually similar to the vRouter except in reality it is just handling HTTP traffic on certain ports, not all traffic. Traffic is routed and destinations are resolved using a delegation tables (dtabs) format inherited from Finagle. In the sidecar deployment model for Linkerd or for Istio’s Envoy (which is always a sidecar), the proxy is actually in the same container network context as each micro-service because it is in the same pod. There are some IP tables tricks they do to sit between your application and the network. In Istio Pilot (the control plane) and Envoy (the data plane), traffic routing and destination resolution is based primarily on the Kubernetes service name.
</background>

With that background, here are a few implications for multi-tenancy.

Let’s observe that in the SDN setup, the tenant, environment and application (network) classification happens in the kernel vRouter. In service mesh proxies, we still need a CNI solution to get the packets into the pod in the first place. In Linkerd, we need dtab routing rules that include tenant, environment and service. Dtabs seems to give a good way to break this down that is manageable. In the sidecar mode, more frequently used for Envoy, it’s likely that the pod in which traffic ends up already has a K8s namespace associated with it, and so we would map a tenant or environment outside of the Istio rules, and just focus on resolving the service name to a container and port when it comes to Envoy.

It seems that OpenContrail here has a good way to match the hierarchy of separate teams, and separate out those RBAC and routing contexts. Linkerd dtabs are probably a more flexible way to create as many layers of routing interpretation as you want, but it may need a stronger RBAC to allow the splitting of dtabs among team tenants for security and coordination. Istio doesn’t do much in the way of isolating tenants and environments at all. Maybe that is out of scope for it which seems reasonable since Envoy is always a sidecar container and you should have underlying multi-tenant networking anyway to get traffic into the sidecar’s pod.

One more point is that service discovery baked into the service mesh solutions, but it is still important in the SDN world, and systems that include DNS (OpenContrail does) can help manage name resolution in a multi-tenant way as well as provide IP address management (like bring your own IPs) across the environments you carve up. This is out of scope for service meshes, but with respect to multiple team and dev/test/staging/prod environments, it may be desirable to have the same IP address management pools and subnets.

 

2.     Deployment and load balancing
When it comes to deployment and continuous delivery (CD), the fact that SDN is programmable helps, but service meshes have a clear advantage here because they’re designed with CD in mind.

To do blue-green deployments with SDN, it helps to have floating IP functionality. Basically, we can cut over to green (float a virtual IP to the new version of the micro-service) and safely float it back to blue if we needed to in case of an issue. As you continuously deliver or promote staging into the non-live deployment, you can still reach it with a different floating IP address. OpenContrail handles overlapping floating IPs to let you juggle this however you want to.

Service mesh routing rules can achieve the same thing, but based on routing switch overs at the HTTP level that point to for example a newer backend version. What service meshes further allow is traffic roll over like this example showing a small percentage of traffic at first and then all of it, effectively giving you a canary deployment that is traffic load-oriented as opposed to a Kubernetes rolling upgrade or the Kubernetes deployment canary strategy that gives you a canary that is instance-count based, and relies on the load balancing across instances to partition traffic.

This brings us to load balancing. Balancing traffic between the instances of a micro-service, by default happens with the K8s kube-proxy controller by its programming of IP tables. There is a bit of a performance and scale advantage here of using OpenContrail’s vRouter which uses its own ECMP load balancing and NAT instead of the kernel’s IP tables.

Service meshes also handle such load balancing. They support wider ranging features, both in terms of load balancing schemes like EWMA and also in terms of cases to eject an instance from the load balancing pool, like if they’re too slow.

Of course service meshes do also handle load balancing for ingress HTTP frontending. Linkerd and Istio integrate with the K8s Ingress as ingress controllers. While most SDNs don’t seem to offer this, OpenContrail does have a solution here that is based on haproxy, an open source TCP proxy project. One difference, is that OpenContrail does not yet support SSL/TLS, but there are also K8s pluggable alternatives like nginx for pure software-defined load balancing.
 

3.     Reliability Engineering
Yes, I categorize SRE and continuous response under the DevOps umbrella. In this area, since service meshes are more application-aware, it’s no surprise, they do the most further the causes of reliability.

When it comes to reliably optimizing and engineering performance, one point here from above is that EWMA and such advanced load balancing policies will assist in avoiding or ejecting slow instances, thus improving tail latency. A Buoyant article about performance addresses performance in terms of latency directly. Envoy and Linkerd are after all TCP proxies, and unpacking and repacking a TCP stream is seen as notoriously slow if you’re in the networking world (I can attest to this personally recalling one project I assisted with that did HTTP header injection for ad placement purposes). Anyway, processors have come far, and Envoy and Linkerd are probably some of the fastest TCP proxies you can get. That said, there are always the sensitive folks that balk at inserting such latency. I thought it was enlightening that in the test conducted in the article cited above, they’ve added more latency and steps, but because they’re also adding intelligence, they’re netting an overall latency speed up!

The consensus seems to be that service meshes solve more problems than they create, such as latency. Are they right for your particular case? As somebody highly quoted once said, “it depends.” As is the case with DPI-based firewalls, these kind of traffic processing applications can have great latency and throughput with a given feature set or load, but wildly different performance by turning on certain features or under load. Not that it’s a fair comparison, but the lightweight stateless processing that an SDN forwarding agent does is always going to be way faster than such proxies, especially when, like for OpenContrail, there are smart NIC vendors implementing the vRouter in hardware.

Another area that needs more attention in terms of reliability is security. As soon as I think of a TCP proxy, my mind wonders about protecting against a DoS attack because so much state is created to track each session. A nice way that service meshes nicely solve this is through the use of TLS. While Linkerd can support this, Istio makes this even easier because of the Istio Auth controller for key management. This is a great step to not only securing traffic over the wire (which SDNs could do too with IPsec etc.), but also making strong identity-based AAA for each micro-service. It’s worth noting that these proxies can change the wire protocol to anything they can configure, regardless of if it was initiated as such from the application. So an HTTP request could be sent as HTTP2 within TLS on the wire.

I’ll cap off this section by mentioning circuit breaking. I don’t know of any means that an SDN solution could do this very well without interpreting a lot of analytics and application tracing information and feeding that back into the API of the SDN. Even if that is possible in theory, service meshes already do this today as a built-in feature to gracefully handle failures instead of having them escalate.
 

4.     Testing and debugging
This is an important topic, but there’s not really an apples-to-apples comparison of features, so I’ll just hit prominent points on this topic separately.

Services meshes provide an application RPC-oriented view into the intercommunication in the mesh of micro-services. This information can be very useful for monitoring and ops visibility and during debugging by tracing the communication path across an application. Linkerd integrates with Zipkin for tracing and other tools for metrics, and works for applications written in any language unlike some language-specific tracing libraries.

Service meshes also provide per-request routing based on things like HTTP headers, which can be manipulated for testing. Additionally, Istio also provides fault injection to simulate blunders in the application.

On the SDN side of things, solutions differ. OpenContrail is fairly mature in this space compared to the other choices one has with CNI providers. OpenContrail has the ability to run packet capture and sniffers like Wireshark on demand, and its comprehensive analytics engines and visibility tools expose flow records and other traffic stats. Aside from debugging (at a more of network level), there are interesting security applications for auditing ACL deny logs. Finally, OpenContrail can tell you the end-to-end path of your traffic if it’s run atop of a physical network (not a cloud). All of this can potentially help debugging, but the kind of information is far more indirect vis-à-vis the applications, and is probably better suited for NetOps.

Legacy and Other Interconnection

Service meshes seem great in many ways, but one hitch to watch out for is how they can allow or block your micro-services connecting to your legacy services or any services that don’t have a proxy in front of them.

If you are storing state in S3 or making a call to a cloud service, that’s an external call. If you’re reaching back to a legacy application like an Oracle database, same deal. If you’re calling an RPC of another micro-service that isn’t on the service mesh (for example it’s sitting in virtual machine instead of a container), same again. If your micro-service is supposed to deal with traffic that isn’t TCP traffic, that too isn’t going to be handled through your service mesh (for example, DNS is UDP traffic, ping is ICMP).

In the case of Istio, you can setup egress connectivity with a service alias, but that may require changes to the application, so a direct pass-thru is perhaps a simpler option. Also there are a lot of variants of TCP traffic that are not HTTP nor directly supported as higher-level protocols riding on HTTP. Common examples might be ssh and mail protocols.

There is also the question of how service meshes will handle multiple IPs per pod and multiple network interfaces per pod once CNI soon allows it.

You most certainly have some of this communication in your applications that doesn’t quite fit the mesh. In these cases you not only need to plan how to allow this communication, but also how to do it securely, probably with an underlying SDN solution like OpenContrail that can span Kubernetes as well as OpenStack, VMware and metal.

What do you think?

Going back to the original question in the title: Are Service Meshes the Next-Gen SDN?

On one hand: yes! because they‘re eating a lot of the value that some SDNs provided by enabling micro-segmentation and security for RPC between micro-services. Service meshes are able to do this with improved TLS-based security and identity assignment to each micro-service. Also service meshes are adding advanced application-aware load balancing and fault handling that is otherwise hard to achieve without application analytics and code refactoring.

On the other hand: no! because service meshes sit atop of CNI and container connectivity. They ride on top of SDN, so they’ll still need a solid foundation. Moreover, most teams will want multiple layers of security isolation when they can get micro-segmentation and multi-tenancy that comes with SDN solutions without any performance penalty. SDN solutions can also span connectivity across clusters, stacks and runtimes other than containers, and satisfy the latency obsessed.

Either way, service meshes are a new, cool and shiny networking toy. They offer a lot of value beyond the networking and security values that they subsume, and I think we’ll soon see them in just about every micro-services architecture and stack.

More questions…

Hopefully something in this never-ending blog makes you question SDN or the service meshes. Share your thoughts or questions. The anti-pattern of technology forecasting is thinking we’re done, so some open questions:

  1. Should we mash-up service meshes and fit Linkerd into the Istio framework as an alternative to Envoy? If so, why?
  2. Should we mash-up OpenContrail and service meshes and how?

Resources on Learning About Service Meshes

Serverless Can Smarten Up Your DevOps & Infrastructure Stack /  by James Kelly

As IT organizations and cultures reshape themselves for speed, we’ve seen a trend away from IT as a service provider, to IT as:

  • a collection of smaller micro-service provider teams,
  • each operating and measuring like autonomous (micro-)product teams,
  • each building and running technology systems as micro-services.

Now you’ve heard me cover the intersection of microservices and containers quite a bit, along with CaaS/Kubernetes or PaaS/OpenShift orchestration. In this blog, I’m going to change it up a bit and talk about the other kind of microservices building block: code functions.

Here I’m talking about microservices run atop of a serverless computing a.k.a. function-as-a-service (FaaS) stack. Serverless is a 2-years-new yet already well-covered topic. If you need a primer this one is the best I’ve found.

In my last blog, I examined avoiding cloud lock-in by bringing your own devops and software-defined infrastructure stack: bringing your own open-source/standard toolchain across public/private IaaS, you maintain portability and harmonized, if not unified, hybrid cloud policy. This software-defined infrastructure stack, underpinning the user- or business-facing applications, is also still just a bunch of software applications. FaaS is just one example of an increasingly popular app-developer technology that can be employed by infrastructure developers too, though this one hasn’t gotten much attention yet in that regard.

If you read the primer above, you won’t have learned that the popularity of FaaS systems like Lambda to reduce developer friction has led to a number of open source projects like OpenWhisk, and others that to sit atop of a CaaS/PaaS (such as Fission or Kubeless). If a FaaS is likely to exist in your application stack, it may well make sense to standardize on incorporating one into your devops and infrastructure stack. Let’s see.

I&O EVENTS

When it comes to I&O events, does your mind go to a pager waking somebody up in the middle of the night? Better to wake up a function and keep sleeping.

The main area of natural applicability for FaaS is in event processing. Such code functions after all are event handlers.

In the devops world, for development and application lifecycle events, FaaS presents a simple way to further automate. The scale is probably low for most CI/CD events, so the main benefit here of employing FaaS is the simplicity and agility in your pipelines as code. It also helps foster the change and process innovation to do pipelines as code in the first place. In the devops area of continuous response (CR), that Randy Bias coins here, there is almost certainly more scale and importance to respond to events, where the property of FaaS to handle on-demand bursty scale could also be a significant benefit.

In the software-defined infrastructure world, there are traditional events such as change logs, alarms, security alerts, and modern telemetry and analytics events. Of all the types, analytics, telemetry and security events strike me as the area where FaaS could present the biggest benefit and most interesting examination here. Similar to how for CR, analytics for an application (processing telemetry such as API calls, clicks, and other user events) needs scale, software-defined infrastructure is increasingly generating massive amounts of telemetry data that needs processing.

Systems like Juniper Networks AppFormix and Contrail Networking already do some telemetry collection and processing (see for yourself). AppFormix, a platform for smart operations management, in fact, processes much of the telemetry with light machine learning on the edge node on which it’s generated, so that sending the big data for centralized heavy-duty crunching and machine learning in the centralized control plane is more efficient. We at Juniper have written before about this distributed processing model and its benefits such as realer real-time visibility monitoring to show you what’s happening because… the devops call, “You build it, you run it,” sounds great until you’re running in a multi-tenant/team/app environment and chaos ensues. AppFormix also has also a smart policy engine, that is using static thresholds as well as anomaly detection to generate... you guessed it... events!

Just like devops event hooks can trigger a FaaS function, so can these software-defined infrastructure events.

Obviously a system like AppFormix implements much of the CR machine-learning smart glue for the analytics of your stack and its workloads; smart-driving ops as I call it. Other systems like Contrail Networking with its analytics Kafka or API interface are rawer. The same is true of other SD-infrastructure components like raw Kubernetes watcher events with which some FaaS systems like Fission already integrate.

The more raw the events, I bet, the more frequent they are too, so you have to decide at what point the frequency becomes so high that it’s more efficient to run a full-time process instead of functions on demand. That depends on the scale with which you want to run your own FaaS tool, or use a public cloud FaaS service (of course that only makes sense if you’re running the stack on that public cloud, and want to tradeoff some lock-in until they mature as usable in a standard way…worth seeing Serverless Framework here).

TO WHAT END?

One of the ends that you could have in mind to run operational-based functions is greater operational intelligence. As we’ve discussed, AppFormix does this to a good extent, but it does it within a cluster. We can consider further smart automation use cases in-cluster, but using a FaaS external to your clusters, your infrastructure developers could scope your intelligence deeper or broader too.

For example, you could go deeper, processing telemetry in customized ways that AppFormix does not today. Imagine you’re running on GCP. Well you could do deep learning on telemetry data, even with TPUs I might add. To borrow a metaphor from a common ML example of image recognition, where AppFormix might be able to tell you, “I see a bird,” a powerful deep learning engine with TPU speed up, may, in real-enough time, be able to tell you, “I see a peregrine falcon.” In more practical terms, you may be able to go from detecting anomalies or security alerts to operations and security situational awareness where your systems can run themselves better than humans. After all, they already can at lower levels thanks to systems like Kubernetes, Marathon and AppFormix.

Rather than deeper, broader examples could be use cases that extend beyond your cluster. For example, auto-scaling or auto-healing of the cluster by integrating with physical DCIM systems or underlying IaaS. Yes, it’s serverless managing your servers folks!

In closing, there is plenty more to be written in the future of serverless. I expect we’ll see something soon in the CNCF, and then we’ll definitely start hearing of more application use cases. But hopefully, this blog sparked an idea or two about its usefulness beyond the frequent http-request and API-callback use cases for high-level apps. (Please share your ideas). For intent-driven, self-driving, smart-driving infrastructure, I think a FaaS track is emerging.

How to Avoid the Cloud Trap /  by James Kelly

trap.jpg

Do you ever want something so badly that you might just fall into a trap trying to get it? That cheese looks awfully yum…whack! Oops :(

When speed = haste 

When speed = haste we blind ourselves to potential pitfalls. One area today of much haste in many enterprise IT organizations is, you guessed it, the move to the cloud. I was visiting a customer today, and I was told a familiar story: Their application team has built a new application proof-of-concept on AWS, and the line of business is going to fund this app to move ahead. The familiar part of the story line is that this was all achieved in X weeks instead of X months. With impressive results, developers are soon pulling the rest of IT to do cloud with an executive push.

Embracing cloud native is a great thing, but doing so with this haste is running right into the palm of AWS’s hand. Not to pick on AWS, this can happen anywhere, but it’s most likely to happen at AWS because they’re the incumbent choice, and there are so many services to help developers deliver something cloud-native quickly.

To developers, these AWS services look like candy to Garfield on halloween. Unsuspectingly, many will never see the trap. Why? Because the lock-in police within the IT organization are patrolling I&O, while the lock-in felons have cleverly gone to work over on the application developers.

“The new ‘lock-in’ is from developers,
not infrastructure and operations”

I often talk about the move to cloud being led by developers and the devops trend; however, I hadn’t put 2 & 2 together quite like I did today with respect to lock-in. Although, I do often preach about how 80-odd percent of enterprises are targeting the hybrid cloud model, and how to make hybrid cloud a true IT platform, there must be portability across clouds, I guess I didn’t see the inverse of that concern.

That brings us to discussing the solution. How to achieve portability and a hybrid cloud IT platform with, less but not absolutely no, lock-in.

Let’s just examine the main public cloud business models for their services.

  1. First, nearly everyone is very familiar with IaaS. It’s offered at almost all big clouds, certainly the main 3.
  2. Then, there is the managed service model, where the cloud provider will usually take the many popular open-source software projects and offer them as individual managed services.
  3. Finally, there are the services that are homegrown or customized by the provider and offered as a service.

This is a decent summary of the main service models, but certainly not the only things that cloud providers can offer. Some other interesting examples include: AWS offers Direct Connect; GCP differentiates with its own high-speed global network to interconnect regions; Azure has the broadest compliance coverage. Anyway, if you understand the 3 models above, you can probably easily grasp what’s coming next… That developers that use customized, homegrown services are clearly locking themselves in the most.

Getting conscious about lock-in

So should you never use these customized cloud services? Of course you should if it is really worth it, but do it consciously. Obviously, services that are unique prevent apps that touch them from being very portable across your hybrid cloud platform.

The good news is that most cloud services today, have an open source project that matches most of what any service can do. If not, there is still a good chance that you can achieve similar benefit with a combination of open source projects, or vendor products based on such projects.

Bring your own stack

Perhaps the main thing that enables IT to go from multi cloud to consciously building a universal hybrid cloud platform is a unified toolchain and unified policy. Some systems’ policy unification can be achieved with meta-orchestrators that work across multiple clouds like Red Hat CloudForms and RightScale, but they have their limitations. Using the many benefits of public and private cloud IaaS, you can still control the application and devops stack to achieve portability and mitigate lock-in by bringing your own full stack that sits atop of any IaaS.

Anyone can do multi cloud. Throw in a little bit of this, and a little bit of that. But the recipe for a happier hybrid cloud seems to be known to some organizations, but not to all, so let’s have a look at how to do cloud with less lock-in and more portability.

Embrace cloud IaaS as a base for your devops stack, but use other cloud services sparingly:

  • Bring your own IaaS automation and abstraction (such as Terraform and config management tools like Puppet, Chef, Ansible, etc.)
  • Lock in to cloud services consciously when they are unique and necessary for business advantage
  • For services that have open source tool equivalents, bring your own tool or at least use a managed service that has the generic API

Start with 2 clouds instead of one. This will…

  • Prevent you from tethering yourself to just one partner for cloud innovation & economics
  • Force the application cluster / stack to be portable
  • Force the DevOps workflows to be portable
  • Force designing for resiliency and scale early on

Take the naïve out of cloud native

If your business case for cloud is that your developers’ new-found speed is knocking the socks off of your executives, then maybe have a closer look.

There is a better way to “do cloud” with portable apps, automation, and software-defined infrastructure atop of any IaaS, and even better, there is actually plenty of help. Check out the cloud-native computing foundation that Juniper and many other vendors recently joined and for your unified toolchain check out some of Juniper’s cloud software portfolio that can fit equally well across your public/private/ hybrid cloud venues such as AppFormix, vSRX, vMX and Contrail Networking built from OpenContrail.