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MLCC ERP Virtualization Story




                                     Anil Sedha
Jeff Franz-Lien
Manager, Infrastructure              Senior Server Analyst,
Services                             Infrastructure Services
MLCC                                 MLCC




VMWare Forum Winnipeg – March 2011
MLCC ERP Virtualization Story


Chapter 1 - Wandering in the wilderness: Do we dare to
do this?

Chapter 2 - The hard sell: How dare you do this?

Chapter 3 - Getting it done: A new methodology.

Chapter 4 -The results: Post go-live.



VMWare Winnipeg Forum – March 2011
Our Organization
   Regulate, sell and distribute beverage alcohol in the
    province of Manitoba.
   934 employees, >$600M in sales, >$230M to Province.
   Retailer through our 50 stores.
   Wholesaler to 177 liquor vendors and 8 private wine stores.
   Sustainability, social responsibility, workplace quality, and
    innovation are strongly held values.
   Repeat winner of provincial and national top employer
    awards (5 consecutive yrs provincially).
Our IT
   VMWare ESX 3.5 and VSphere 4.1
    (100% of servers virtualized)


   80 servers, 400 workstations, 60 site WAN (HO, DR site,
    Stores, Inspection Offices).
   EMC Clariion CX4 disk arrays, Dell blade servers,
    Cisco switches.
   ERP Servers (UNIX) with own disk array
    ($60K/mo lease & support).
   ERP – Oracle (JD Edwards).
   Database: Oracle, MS SQL Server, Sybase, MYSQL.
ERP Upgrade Project

Phase 1 – ERP platform migration & application
        upgrade – Aug 2009 to Mar 2010

 Phase 2 – ERP testing & go-live preparation
           – Apr 2010 to Jan 3, 2011
ERP Platform Migration
   Minicomputers to blades or Itanium ????
   UNIX to Linux or Windows????
   Virtualize or not ????
   Rearchitect high availability, disaster recovery ????
   Create ERP database
   Install ERP application upgrade
   Migrate ERP data
   Migrate interfaces
ERP Technical Team Reaction
(3 ERP Analysts, 1 DBA)


                          Skeptical
                          “Virtualizati
                          on is for
                          other
                          servers, not
                          ERP”
Non-Technical Team Reaction
(Application, Business)

                          Petrified
                          “You’re
                          doing
                          what ???
                          ”
Server Team Reaction
(2 Server/Storage Analysts)


                         Ecstatic
                         “Finally -
                         convergence!!!”
CIO Reaction

               Supportive
               “Just don’t
               screw it up!”
Making it Happen –
PDQ Methodology (Agile)
1.   Daily Scrum meetings with mind mapping tools
2.   Agility seeking i.e. maximum flexibility, least constraints in
     process, infrastructure, staffing, solutions, development
3.   Top-Down Planning – Plan phases & milestones first, then
     progressive elaboration and rolling wave
4.   Rapid, empowered decision-making with limited info
5.   Time Boxing: Fixed time constraint for all tasks
6.   Concurrent Engineering: Overlapping activities & early hands
     on
7.   Dynamic Learning: Rapid, systematic info gathering
8.   Kill Switch: Kill tasks or reduce scope where returns are
     diminishing
Mind Mapping Tool
Our Original Mind Map
Steps Toward ERP Virtualization
   Research
   One week Oracle assessment
   Select Alternative: UNIX, OR Itanium, OR
    VMWare/blade/Linux ??????
   Build proof-of-concept environment
   One week GSI assessment
   Build final environment & hand over to testers
   Unit test, integration test, performance test, stress test
   Go-live practice runs
Hurdles - Oracle
   Oracle database licensing
    –   Problem: Oracle does not recognize soft partitioning
    –   Solution: License one full blade
    –   Problem: Oracle charges for temporary database licenses
    –   Solution: Purchase temporary licenses

   Oracle stance on supporting VMWare
    – Problem: Does not expressly support non-Oracle virtualization
    – Solution: Don’t worry, using VMWare won’t void your Oracle
      support contract. Oracle just doesn’t support 3rd party
      infrastructure.
Hurdles – Internal Perception
   Internal mis-perceptions
    • Myth: Linux is inferior to UNIX
    • Fact: Linux is Oracle’s go-forward JD Edwards platform
    • Myth: VMWare adds too much overhead for ERP
    • Fact: VSphere in particular delivers stellar performance
    • Myth: Minicomputers are superior to Intel blades
    • Fact: For all MLCC’s mission-critical applications (ERP,
      network, point-of-sale, records management, data warehouse)
      blades/VMWare are better, faster, much cheaper, and far
      more flexible.
Hurdles – Cont’d.
   Internal mis-perceptions
    • Myth: No one else is doing ERP on VMWare
    • Fact: We found many companies that have successfully
      virtualized ERP.
    • Myth: If any major problems arise, VMWare must be the
      cause.
    • Fact: During our 17 month project, virtualization was often
      suspected but cause was always elsewhere e.g. database or
      memory tuning.
Free Tips
  Relationship management (politics):
    • Enlist an executive champion that will help calm powerful
      naysayers.
    • Helpful due diligence -- networking (LinkedIn), consultant
      assessments, case studies, and reference calls.
    • Be prepared to re-address virtualization phobia with each
      new problem.

  Team building:
    • Use agile project management techniques.
    • Get teams to research and try virtualization as early as
      possible.
Free Tips Cont’d
   Technical:
     • More assessment whether to use raw partitions for
       database or VMDK.
     • Performance problems are hard so stress-test early.


   Standards:
     • Standardize on virtualization and communicate those
       standards.
     • Make virtualization a mandatory requirement on
       application RFPs.
Accomplishments
  Smoothest ERP go-live we’ve ever had. On time, on budget,
   high quality. Earned praise from Executive and Board.
  Moving off minicomputers saved about $500K per year in
   maintenance and lease costs.
  Achieved vastly greater flexibility e.g. rolling upgrades,
   mirroring to DR site, and server/resource provisioning.
  Reduced server room power and cooling requirements –
   eliminated 5 racks of minicomputers at HO and DR.
  Given the flexibility of our virtualized environment, the next
   ERP upgrade will be a piece of cake.
Our Next Virtualization Projects

   Complete upgrade from ESX to Vsphere

   Desktop virtualization – VMWare View & ThinApp

   Automate DR steps – Site Recovery Mgr

   Provision test environments – Lab Manager
Questions
The End

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VMWare Winnipeg Forum - 2011

  • 1. MLCC ERP Virtualization Story Anil Sedha Jeff Franz-Lien Manager, Infrastructure Senior Server Analyst, Services Infrastructure Services MLCC MLCC VMWare Forum Winnipeg – March 2011
  • 2. MLCC ERP Virtualization Story Chapter 1 - Wandering in the wilderness: Do we dare to do this? Chapter 2 - The hard sell: How dare you do this? Chapter 3 - Getting it done: A new methodology. Chapter 4 -The results: Post go-live. VMWare Winnipeg Forum – March 2011
  • 3. Our Organization  Regulate, sell and distribute beverage alcohol in the province of Manitoba.  934 employees, >$600M in sales, >$230M to Province.  Retailer through our 50 stores.  Wholesaler to 177 liquor vendors and 8 private wine stores.  Sustainability, social responsibility, workplace quality, and innovation are strongly held values.  Repeat winner of provincial and national top employer awards (5 consecutive yrs provincially).
  • 4. Our IT  VMWare ESX 3.5 and VSphere 4.1 (100% of servers virtualized)  80 servers, 400 workstations, 60 site WAN (HO, DR site, Stores, Inspection Offices).  EMC Clariion CX4 disk arrays, Dell blade servers, Cisco switches.  ERP Servers (UNIX) with own disk array ($60K/mo lease & support).  ERP – Oracle (JD Edwards).  Database: Oracle, MS SQL Server, Sybase, MYSQL.
  • 5. ERP Upgrade Project Phase 1 – ERP platform migration & application upgrade – Aug 2009 to Mar 2010 Phase 2 – ERP testing & go-live preparation – Apr 2010 to Jan 3, 2011
  • 6. ERP Platform Migration  Minicomputers to blades or Itanium ????  UNIX to Linux or Windows????  Virtualize or not ????  Rearchitect high availability, disaster recovery ????  Create ERP database  Install ERP application upgrade  Migrate ERP data  Migrate interfaces
  • 7. ERP Technical Team Reaction (3 ERP Analysts, 1 DBA) Skeptical “Virtualizati on is for other servers, not ERP”
  • 8. Non-Technical Team Reaction (Application, Business) Petrified “You’re doing what ??? ”
  • 9. Server Team Reaction (2 Server/Storage Analysts) Ecstatic “Finally - convergence!!!”
  • 10. CIO Reaction Supportive “Just don’t screw it up!”
  • 11. Making it Happen – PDQ Methodology (Agile) 1. Daily Scrum meetings with mind mapping tools 2. Agility seeking i.e. maximum flexibility, least constraints in process, infrastructure, staffing, solutions, development 3. Top-Down Planning – Plan phases & milestones first, then progressive elaboration and rolling wave 4. Rapid, empowered decision-making with limited info 5. Time Boxing: Fixed time constraint for all tasks 6. Concurrent Engineering: Overlapping activities & early hands on 7. Dynamic Learning: Rapid, systematic info gathering 8. Kill Switch: Kill tasks or reduce scope where returns are diminishing
  • 14. Steps Toward ERP Virtualization  Research  One week Oracle assessment  Select Alternative: UNIX, OR Itanium, OR VMWare/blade/Linux ??????  Build proof-of-concept environment  One week GSI assessment  Build final environment & hand over to testers  Unit test, integration test, performance test, stress test  Go-live practice runs
  • 15. Hurdles - Oracle  Oracle database licensing – Problem: Oracle does not recognize soft partitioning – Solution: License one full blade – Problem: Oracle charges for temporary database licenses – Solution: Purchase temporary licenses  Oracle stance on supporting VMWare – Problem: Does not expressly support non-Oracle virtualization – Solution: Don’t worry, using VMWare won’t void your Oracle support contract. Oracle just doesn’t support 3rd party infrastructure.
  • 16. Hurdles – Internal Perception  Internal mis-perceptions • Myth: Linux is inferior to UNIX • Fact: Linux is Oracle’s go-forward JD Edwards platform • Myth: VMWare adds too much overhead for ERP • Fact: VSphere in particular delivers stellar performance • Myth: Minicomputers are superior to Intel blades • Fact: For all MLCC’s mission-critical applications (ERP, network, point-of-sale, records management, data warehouse) blades/VMWare are better, faster, much cheaper, and far more flexible.
  • 17. Hurdles – Cont’d.  Internal mis-perceptions • Myth: No one else is doing ERP on VMWare • Fact: We found many companies that have successfully virtualized ERP. • Myth: If any major problems arise, VMWare must be the cause. • Fact: During our 17 month project, virtualization was often suspected but cause was always elsewhere e.g. database or memory tuning.
  • 18. Free Tips Relationship management (politics): • Enlist an executive champion that will help calm powerful naysayers. • Helpful due diligence -- networking (LinkedIn), consultant assessments, case studies, and reference calls. • Be prepared to re-address virtualization phobia with each new problem. Team building: • Use agile project management techniques. • Get teams to research and try virtualization as early as possible.
  • 19. Free Tips Cont’d  Technical: • More assessment whether to use raw partitions for database or VMDK. • Performance problems are hard so stress-test early.  Standards: • Standardize on virtualization and communicate those standards. • Make virtualization a mandatory requirement on application RFPs.
  • 20. Accomplishments  Smoothest ERP go-live we’ve ever had. On time, on budget, high quality. Earned praise from Executive and Board.  Moving off minicomputers saved about $500K per year in maintenance and lease costs.  Achieved vastly greater flexibility e.g. rolling upgrades, mirroring to DR site, and server/resource provisioning.  Reduced server room power and cooling requirements – eliminated 5 racks of minicomputers at HO and DR.  Given the flexibility of our virtualized environment, the next ERP upgrade will be a piece of cake.
  • 21. Our Next Virtualization Projects  Complete upgrade from ESX to Vsphere  Desktop virtualization – VMWare View & ThinApp  Automate DR steps – Site Recovery Mgr  Provision test environments – Lab Manager