continuous delivery: rapid and reliable releases with devops practices

TB Full‐day Tutorial 6/4/2013 8:30 AM 

"Continuous Delivery: Rapid and Reliable Releases with

DevOps Practices"    

Presented by:

Bob Aiello CM Best Practices Consulting

Brought to you by:  

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Bob Aiello CM Best Practices Consulting

Editor-in-chief of CM Crossroads and author of Configuration Management Best Practices: Practical Methods that Work in the Real World, Bob Aiello is a consultant and software engineer specializing in software process improvement, including software configuration and release management. He has more than twenty-five years of experience as a technical manager at top New York City financial services firms, where he held company-wide responsibility for configuration management. Bob served as vice chair of the IEEE 828 Standards Working Group on CM Planning and a member of the IEEE Software and Systems Engineering Standards Committee (S2ESC) Management Board. Contact Bob at bob.aiello@ieee.org, via LinkedIn, or visit cmbestpractices.com.

Continuous Delivery (DevOps Best Practices)

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Bob Aiello, Principal Consultant and Author of Configuration Management Best Practices : Practical Methods that Work in the Real World

http://www.linkedin.com/in/BobAiellohttp://cmbestpractices.com

CM Best Practices Consulting © 2013

Who am I?

• CM/DevOps Lead & Consultant for over 25 years• Editor-in-Chief at CM Crossroads• Author of CM Best Practices• IEEE Management Board • Tools and process agnostic• The guy called in the middle of the night when the release doesn’t work!

2 April 9, 2013 http://cmbestpractices.com © 2013

Goals of this Course• Understand Continuous Delivery• Configuration Management roots• Control Dependencies & Configuration• Continuous Integration • Build and Deployment Automation• Deployment Pipeline is an Art!

Agile Release Train3 April 9, 2013 http://cmbestpractices.com © 2013

DevOps Focus

• Understand DevOps Best Practices• A Little History of DevOps• Scope of DevOps and how to get started• The People side of DevOps

Establish your own plan for DevOps!

4 April 9, 2013 http://cmbestpractices.com © 2013

And Don't Forget • Delivery Ecosystem• Components & Dependencies• Test vs Verification & Validation (V&V)• Don't forget the Data• Establish IT governance and compliance

So what is Continuous Delivery? 5 April 9, 2013 http://cmbestpractices.com © 2013

Continuous Delivery

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• Methodology for getting software from development to release• Focus on the Deployment Pipeline• Rapid incremental deployment• Minimize Risk• Many small deployments better than big bang

http://cmbestpractices.com © 2013 April 9, 2013

Continuous Integration

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• What is Continuous Integration• Why does CI work?• Martin Fowler reminds us to test• Let's consider the ergonomics

http://cmbestpractices.com © 2013 April 9, 2013

Lessons from Aviation

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• Cockpit of a plane

• Controls are easy to read• Traceability• Designed to avoid mistakes

How does this relate builds?

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Ergonomics of the Build

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• “Bob-proof” your build• Implicit verification and validation• Avoid the possibility of mistakes• Each step should be easy to understand• One step should not break the stream• Use dashboards and reports to communicate status

http://cmbestpractices.com © 2013 April 9, 2013

Knight Capital Group

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• August 1st 2012 trading disaster• Related to NYSE systems upgrade• Resulted in a $440 million loss• Loss grew as customers left the firm• Knight Capital Group merged with GETCO holding company

DevOps doesn't cost $440 million http://cmbestpractices.com © 2013 April 9, 2013

Introducing the Trusted Base

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• Ensure that you know exactly what you built• Verify that the release gets deploy• Ensure that there are no unauthorized changes

Understanding Continuous Integration

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Features of CI

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• Source Code Management• Building the Code• Database integration• Testing • Source code inspection• Deployment

Controlling isolationhttp://cmbestpractices.com © 2013 April 9, 2013

Controlled Isolation

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• Developers work in sandboxes• Deliver (actually published) your changes• Rebase before you deliver• Private builds • Manage variants

Consider the ergonomicshttp://cmbestpractices.com © 2013 April 9, 2013

Ergonomics of CI/CD

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• Small incremental changes• Early Warning• Reduce risk• Easier to triage• Easier to backout

What about life support systems?

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I was once asked...

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• What if you were upgrading a life support system and your loved one was impacted• How do we ensure that there are no mistakes• Join me in Detroit in July

How do we keep CI lean?http://cmbestpractices.com © 2013 April 9, 2013

Keeping CI Lean

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• Too many builds• Too much noise • Tag interesting builds

What about pilots and landings?

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Pilots Abort Landings

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• Recently I was on a plane when another plane was on the same runway• You want to fail early when necessary• Abort bad builds and identify the cause

What are the best practices?

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Seven Practices, Duvall p. 39

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• Commit code frequently• Don't commit broken code• Fix broken builds immediately• Write automated developer tests• All tests & inspections must pass• Run private builds• Avoid getting broken code

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Chicago Board Options Exchange

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• Planned systems upgrade• Problem with staging software• Employees reported there was a problem• CBOE did not fail over

Could DevOps have helped the CBOE?

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What is DevOps?

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• New Term for...• Portmanteau• Agile Systems Administration• Agile Operations• Group of Principles

Now that we cleared that up!

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New Term

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• Group of concepts• Been around for a while• Use case is compelling• Stimulating discussion• Necessary to meet demand

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Portmanteau

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• Combination of two words• Development• Operations

Development and Operations have very different goals

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Conflict Between Dev & Ops

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• Development focused on delivering new functionality• Operations is focused on providing continuous (reliable) services• Manage risk!

One time I was asked to break the rules

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Trying to make the deadline

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• Trading system was tested and passed• Few bugs discovered• I was asked to deliver a different version than was tested

How does DevOps help balance?

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DevOps is also

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• Emerging Best Practices• Collaboration between Dev & Ops• Application and Systems Deployment• Software and Systems Development

But is DevOps Agile?

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What about Agile?

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• Agile Systems Administration• Agile Operations• Waterfall needs DevOps too!

Release Antipatterns...

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Release Antipatterns

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Deploying software manually Deploying to a production-like environment only after development is complete Manual configuration of production environment.

So what really is DevOps?http://cmbestpractices.com © 2013 April 9, 2013

DevOps is Really...

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• Developer and Operations collaboration• Crossfunctional team• Knowledge Management• Better communication

Time to get rid of silos

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What is Ops?

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• Blanket term• Systems engineers• Systems administrators• Operations staff

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What's honesty got to do with all this?

Agile on What We Know

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• Don't try to define requirements we do not yet understand• Last responsible moment• Requirements documents that are unusable

Deming says, “drive out fear”

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What is a Deployment Pipeline?

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• Build once• Deploy the same way to every environment• Smoke is essential• Deploy to a copy of Production• Manage the pipeline

Environment managementhttp://cmbestpractices.com © 2013 April 9, 2013

Deployment Pipeline

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A deployment pipeline is … an automated implementation of your application’s build, deploy, test and release process

Jez Humble and David Farley’s Continuous Delivery, p 3.

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Aim of the Pipeline• Makes building, deploying, testing and releasing software visible to everyone involved• Improves feedback so that problems are identified, and so resolved, as early in the process as possible• Enables teams to deploy and release any version of their software to any environment at will through a fully automated process (p. 4)

33http://cmbestpractices.com © 2013 April 9, 2013

Antipatterns

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• Deploying Software Manually• Deploying to Production-like environment only after Development is complete• Manual Configuration of Production Environments Continuous Deployment, p. 7 – 10

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Agile Release Train (ART)Making each product a successful and routine event – an event that is indeed planned and eagerly anticipated yet one one that happens almost on autopilot

Dean Leffingwell’s Agile Software Requirements, p. 299

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How Do We Implement?Are deployment pipelines practical?How do we figure out the details?Is it worth the time and effort?What are the benefits?What are the risks?

It's really all about knowledge...36http://cmbestpractices.com © 2013 April 9, 2013

Knowledge Management

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• There are always a few experts• They are not working when system glitch• Building a Knowledge Management System• But What if some people do not want to share? (caution silos ahead)

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Beware of Silos

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• The SAs see file systems • The DBAs have a different view• WebSphere Admins• InfoSec helped us secure (so much nothing worked)

DevOps is about sharing knowledge!

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Where did DevOps start?

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• O'Reilly Velocity Conference 2008 • Web Performance and Operations• “Infrastructure as Code”

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Need for Rapid Change

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• 2009 Presentations on developer / operations collaboration at large shops along with safe rapid change of Web environments

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DevOps Days

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• Patrick Debois – DevOpsDays in 2009• Tools (actually toolchains) have brought together “the three layers of what you need for agile movement (principles, process and practices)”

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Let's Get Into Some Details

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• How do we implement?• How do we make pragmatic choices?• How do we do this in the real world?

My experience taking down NYSE

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I Was Once Accused

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• Promoting the wrong shell scripts• Taking down the NYSE• Stopping the World Economy

Principles of Software Delivery

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Continuous Delivery

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• Configuration Management focus• Version control• Dependency and configuration control

Principles of Software Delivery

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Software Delivery Principles

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• Create repeatable, reliable process• Automate as much as possible• If it hurts, do it more often!• Build quality in from the beginning (Deming)

any more?http://cmbestpractices.com © 2013 April 9, 2013

More Principles

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• Done means released• Everyone is responsible for the delivery process• Continuous improvement• Version control is key

So what is CM?http://cmbestpractices.com © 2013 April 9, 2013

Configuration Management

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• Configuration Identification• Status Accounting• Change Control• Configuration Audit

Tracking and Controlling Changes to Configuration Items

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Configuration Identification

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• Provides a specific and unique identity to each configuration item (e.g. binary, config file, documentation)

• Selecting the configuration items for a system and recording their functional and physical characteristics (Sevocab)

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Status Accounting

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• Tracking the status of a configuration item throughout its lifecycle.

• Recording and reporting of information needed to manage a configuration effectively (Sevocab)

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Change Control

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• Establishing checkpoints including gatekeeping (e.g. Production, QA, UAT) and configuration control.

• Identifying, documenting, approving or rejecting, and controlling changes to the project baselines (Sevocab)

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Configuration Audit

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• Inspect and identify the exact version of any configuration item (physical & functional)

• Independent examination of the configuration status to compare with the physical configuration (Sevocab)

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Functional description of CM

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• Easier to understand in the context of a lifecycle • Consisting of six core CM functions• Closely matches the job descriptions of the people doing the work• Can be tailored to your needs

So what are the six functions?http://cmbestpractices.com © 2013 April 9, 2013

CM Functions

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• Source Code Management• Build Engineering• Environment Configuration• Change Control• Release Engineering• Deployment

Let's start with a brief overviewhttp://cmbestpractices.com © 2013 April 9, 2013

My buddy from Harvard

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• Builds are too complex to automate• Some folks do not want to see automation as being possible• You may have to shadow or ask to drive• Document the procedures and then

Script your build...http://cmbestpractices.com © 2013 April 9, 2013

Build Principles

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• Create a script for each stage of the build process• Use the right technology to deploy (find out what others are doing)• Use your operating systems native tools

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More Build Principles

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• Idempotent – reliable and no side effects• Evolve your deployment system incrementally• Start with “attended automation”

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Some other tips

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• Relative paths (watch your paths)• Eliminate manual steps• Traceability from binary to source• Test targets should not fail the build

What do I do with binaries?

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Managing Binaries

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• Binaries can be rebuilt • Based upon baselines• Verifiable (I hope)• Don't belong in the VCS with source• Definitive Media Libraries• Release Repos

Managing Variants in the Codehttp://cmbestpractices.com © 2013 April 9, 2013

Version Control Features

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• Provides history and security• Model the architecture• Reduce complexity• Model the process

More on streams

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Source Code Management

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• Control of every configuration item (e.g. source code, config, binaries, compile and runtime dependencies). • Much more than just checkin and checkout (version control)• Provides sanity to the development process (reduces cognitive complexity)

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Terminology

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• Configuration items (CIs) include binaries, source code, config files and even documents• ISO 1007 notes end user function• Bob says, “anything where getting the wrong version would be bad”

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What is Control?

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• In CM, control is managing the evolution of a CI throughout its lifecycle• Change Control• Configuration Control

Is control really the right word?

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Principles

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• Code is locked down and can never be lost• Code is baselined marking specific milestones• Managing variants using branches• Code changed on a branch can be merged

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More Principles

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• Processes are repeatable Agile and Lean• Traceability and tracking of all changes• Improves productivity and quality

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Best Practices

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• How do we establish source code management that adheres to these principles?• Better question is how does CM add value and help facilitate the development effort?

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Streams

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• Provides a clear usage paradigm• Model components and architecture• Control flow of changesets• Snapshots create baseline of code

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Streams

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Ability to load a particular snapshot Strong security authorization and entitlements Complete history and traceability

How about task based development?

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Defect & Task Tracking

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• Track changesets to workitem • Traceability to who made the change• Makes release notes a breeze to create• Ties back to requirements and test cases• Allows for ALM and workflow automation

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InfoSec Scans Code

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• Source Code Inspection• Are coding practices creating risk?• Are passwords being hardcoded• Scan for complexity• Code quality

Managing globally distributed teams

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Globally Distributed team

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• Managing work for a globally distributed team• Effective communication• Better coordination• Traceability • Visibility

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Build on Commit

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• Nightly builds often enough• Build on demand• Pre-flight (private) builds• Build framework

Tame the complexity and communicate via dashboards

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Deploy to Environment

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• Run automated tests• Monitor the environment• Build the Ops Knowledgebase• Building our deployment framework

Infrastructure as code

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Infrastructure as Code

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• Provisioning Servers• Fundamental in the Cloud• What about private clouds?• Managing the OS

Puppet and chef

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Puppet/Chef

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• Automate provisioning, patching and configuration of operating system and application components• Systems integration framework• Scalable and extensible• Used in other deployment frameworkswww.puppetlabs.com www.opscode.com

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CIS Benchmark

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• Center for Internet Security (CIS)• Consists of hundreds of recommended configurations• Code is included to verify the configuration

This is all about taming complexity

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Taming Complexity

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• Understand the technology• Automate everything• Do it more often• Move upstream• Build a framework

By the time we get to Production...

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Build Once

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• Build once – deploy everywhere• Ensure bits are identical• Build based upon baseline • Embed immutable version IDs• Configuration audit

Automated deployments

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Deployment Frameworks

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• Starts with scripting• Many dependencies• Taming complexities• Test each step

Traceable, Repeatable Process

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Deploy the Same Every Environment

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• Write a deployment framework• Practice the deploy• Well oiled machine• Repeatable and traceable

DevOps Focus

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DevOps

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• Moving automation upstream• Communicating with stakeholders• Building knowledge• Infrastructure as code

Smoke testing is required

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SmokeTest

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• Test the deploy itself• Put in the first trade• Verify what changed• Work with QA & Testing

Environments need to be similar to Production

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Deploy into Copy of Production

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• You need a dress rehearsal• Need to verify automation works• Need to know the deploy will work• Manage risks and unknowns

Deploys need to be verifiable

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Changes Through the Pipeline

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• Every commit triggers• Build and deploy automation• Testing the release

What are the recommended practices?

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Pipeline Practices

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• Only build binaries once• Deploy the same way to every environment• Smoke test Changes should propagate instantly continuously

The process itself must be testablehttp://cmbestpractices.com © 2013 April 9, 2013

Verification and Validation

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• Does it meets requirements?• Are the requirements correct?• Deming – build in quality• Each step is testable

When problems occur...

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Stop the Line

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• Need to detect defects early• Stop the process immediately• Easier to diagnose• Easier to fix

Kanban for the Deployment Pipeline

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Kanban

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• Push• Pull• Implement through workflow automation

Delivery Environment as an Ecosystem

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Delivery Ecosystem

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• Understanding Operations• Managing Infrastructure• Server Provisioning & Configuration• Managing Middleware• Virtualization & Cloud

DevOps should focus on Ops

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Operations

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• Key stakeholder• Often outgunned and kept in the dark• Building a knowledgebase• Automating detection and response

How can Ops get ahead of the curve?

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Operations in DevOps

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• Infrastructure as Code• Provisioning servers• Monitoring the environment• Monitoring events

InfoSec is also key

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InfoSec

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• Key stakeholder• Often misinformed• Policies don't secure systems• Many incidents show this is a problem area

Securing the trusted base

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Securing the Trusted Base

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• Builds are baselined• Version IDs are embedded• Configuration audit• Non-repudiation

Security is quality

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Build Security In

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• Security should be considered from the beginning• Security and quality are tightly coupled• Provision servers using standards• Control & Detect unauthorized changes

Manage components & dependencies

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Managing Components

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• Code should be designed into components• Reduces complexity• Interfaces are essential• Part of environment management

Managing Big Builds

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Managing Big Builds

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• Big builds may require multiple pipelines• Treat the team as internal products• Handle this as COTs

Configuration can be complex

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Managing Configuration

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• Many ways to handle this• Configuration files (httpd.conf)• Properties files (.properties)• XML as configuration (server.xml)• Default as production (so you don't forget!)

Managing Dependencieshttp://cmbestpractices.com © 2013 April 9, 2013

Managing Dependencies

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• Maven and Ivy help identify dependencies• Need to be able to identify versions• Monitor and detect issues• Often controlled through data

But you have to test

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Testing Topology

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• Unit Testing• Functional• Regression• Integration• User Acceptance

What about non functional testing?

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Non-functional Testing

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• Capacity • Performance• Scalability

Shoemakers children...

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Testing the Pipeline

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• You need to test the automation including build, package and deployment • Fail early!• Trust but verify

Don't forget the data

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Internal Audit Requirements

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• Managing baselines• Traceability• Change control• Seperation of controls

Regulatory Requirements

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Conducting an Assessment

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• What is going well• What can be improved?

Assess to industry standards and frameworks

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Regulatory

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• Section 404 of the Sarbanes-Oxley Act of 2002• SSAE-16 (formerly SAS-70)• Finra• Office of the Currency

Standards and Frameworks

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Industry Standards

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• IEEE 828• EIA 649-B• ISO 12207 or 15288• ISO 9001

Frameworks also provide guidance

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Frameworks

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• Cobit for Sox Compliance• ITIL for IT Service Management• CMMI (less common in financial services)

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Globally Distributed team

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• Managing work for a globally distributed team• Effective communication• Better coordination• Traceability • Visibility

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The CD/CI/CM Process

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• Should be Lean• Processes need to be reviewed• Tailor down or tailor up• More collaboration and consensus building• Use standards and frameworks

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Assessment

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• First step is to assess current practices - “As-Is”• Compare to industry standards and frameworks• Determine “To-Be” • Create a plan for improving your CM processes

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IT Governance & Compliance

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• IT Governance needs to be in alignment with corporate governance• Financial reports needs to be accurate• Separation of controls• Security measures to prevent unauthorized access• Audit in place for intrusion detection

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Sox Compliance

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• Section 404 of the Sarbanes Oxley Act of 2002• Using ISACA Cobit 4.1 • 34 high level IT controls• PCI compliance• SAS-70

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ISO 9001

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• Establishes the quality management system• ISO 90003 is the software standard in the 9000 family of standards • Uses ISO 12207 (or 15288) to specify lifecycle processes• ISO 10007 for CM• IEEE 828, EIA 649-A, Mil Std coming!

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Which Standards?

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• IEEE 828 – CM Planning• EIA 649-A – Non compliance• ISO 90003 to support QMS• Full lifecycle ISO 12207

Tailor !

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Moving Upstream

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• Dev to CM to QA to Ops• Cross functional focus• Speed up development• Build a great deployment architecture• Give it to Devs as a service!

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Frameworks

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• ITIL v3 including CMDBs, federated CMDBs, CMS, DML…• Cobit for SOX• CMMI ->>>> Agile

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How Do We Improve

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• CSI is well - continuous• Inclusive • Transparent• Learning from mistakes

Retrospectives are essential

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Retrospective

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• After action review• Need open and honest evaluation• Opportunity to improve the process• Drives the entire release process

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Plan for Improvement

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• Improve training and use case for source code management• Improvement build automation• Setup or improve continuous integration• Automate package and deployment• Create procedures for configuration audit

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CM/Devops

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• Flexible technical background• Good knowledge of development• Knowledge of QA/Ops• Strong automation skills• Some systems administration• Ability to work across silos

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Toolsmith/Devops

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• Strong technical background• Strong scripting skills• Diving deep into the tools including troubleshooting• Understands toolchains and finds flexible solutions• Process orientation – focus on traceability

http://cmbestpractices.com © 2013 April 9, 2013

Goals of this Course• Understand Continuous Delivery• Configuration Management roots• Control Dependencies & Configuration• Continuous Integration • Build and Deployment Automation• Deployment Pipeline is an Art!

Agile Release Train120 April 9, 2013 http://cmbestpractices.com © 2013

DevOps Focus

• Understand DevOps Best Practices• A Little History of DevOps• Scope of DevOps and how to get started• The People side of DevOps

Establish your own plan for DevOps!

121 April 9, 2013 http://cmbestpractices.com © 2013

And Don't Forget • Delivery Ecosystem• Components & Dependencies• Test vs Verification & Validation (V&V)• Don't forget the Data• Establish IT governance and compliance

So what is Continuous Delivery? 122 April 9, 2013 http://cmbestpractices.com © 2013

Continuous Delivery

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• Methodology for getting software from development to release• Focus on the Deployment Pipeline• Rapid incremental deployment• Minimize Risk• Many small deployments better than big bang

http://cmbestpractices.com © 2013 April 9, 2013

Continuous Delivery (DevOps Best Practices)

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Bob Aiello, Principal Consultant and Author of Configuration Management Best Practices : Practical Methods that Work in the Real World

http://www.linkedin.com/in/BobAiellohttp://cmbestpractices.com

CM Best Practices Consulting © 2013