“Grandpa’s up there somewhere.”

Making your IT skills virtual

What it takes to move your services to the cloud

Erik Mitchell | Kevin Gilbertson | Jean-Paul Bessou Z. Smith Reynolds Library Wake Forest University

Overview

The WFU experience

Motivations, outcomes

What we learned and what you should know

Ideas for getting started

“ For shared development projects and services, cloud based services offer libraries and their partners the opportunity to move outside the organization bureaucracy and into International waters, where projects are able to function

unencumbered… ”

Terry Reese - Oregon State Universityhttp://oregonstate.edu

Motivating factors

Support for core library

services

Demand for new services

Capacity to manage

IT crisis

+ -

=

The EC2 is with you

Why would you move your library IT to the cloud?”

Approach

Systems

SaaSOpenURL resolver, Stats

manager, research guides, online reference

PaaS

Integrated library system, Interlibrary loan,

copyright compliance systems

IaaS

Discovery, digital repository, archives

management, website, digital storage,

institutional repository

{Service catalog

Choose a solution

Hybrid approachInfrastructure, Infrastructure, Server images, Server images,

backup backup processes, processes, monitoring, monitoring,

service service deployment, deployment,

code code managementmanagement

Infrastructure, Infrastructure, Server images, Server images,

backup backup processes, processes, monitoring, monitoring,

service service deployment, deployment,

code code managementmanagement

Amazon EC2

Hosted end-point Hosted end-point services, data services, data subscriptions, subscriptions,

100% 100% outsourced outsourced

optionsoptions

Hosted end-point Hosted end-point services, data services, data subscriptions, subscriptions,

100% 100% outsourced outsourced

optionsoptions

SaaS

Custom Custom configurations, configurations, single purpose single purpose

applications applications (ILS), proprietary (ILS), proprietary

systemssystems

Custom Custom configurations, configurations, single purpose single purpose

applications applications (ILS), proprietary (ILS), proprietary

systemssystems

PaaS

Data archiving, Data archiving, system backups, system backups,

file system file system operationsoperations

Data archiving, Data archiving, system backups, system backups,

file system file system operationsoperations

Amazon S3

Server disks, Server disks, application and application and data storage, data storage,

platform for EC2 platform for EC2 systemssystems

Server disks, Server disks, application and application and data storage, data storage,

platform for EC2 platform for EC2 systemssystems

Amazon EBS

Themes for today

Running services in the cloud

IT service management for librarians

What we learned and what next

Views of cloud computing

Models Services, Platforms, Infrastructure

Contexts

Definitions Gartner, NIST

Public vs. private, Own vs. subscription

Types of cloud computing services

InfrastructureOpen infrastructure that can be used for any purpose, Amazon EC2, Microsoft Azure

Platforms

Software Applications that provide ‘end-user’ experiences - SerialsSolutions, Wordpress.com, WorldCat Local

An environment for delivering customized services - Site hosting, DuraSpace,

Contrasting viewsOpportunities Challenges

Lower initial costNetwork foundation

adds complexity

Flexible, scalable as needed

Collaboration with partners is key

Solutions tailored to fit specific service

needs

Security, connectivity,

contingency plans are key

Deploying your service

Service level agreementsBetween provider and library, library and campus it, library and customers

Access and security

Firewall, DNS, VPN, LDAP, SSL, Public & private keys, authentication

Managing user access

Case study - Vufind

ITSM for Librarians

Principles of IT Service management

Using people skills in addition to technical skills

Understanding your core services

Time and staff allocation for system support

Learning Curve

Technical skills

IT Management skills

Political & organizational skills

Balance server stability and service delivery

Service life-cycle install

configure

secure

backup

document

deploy

monitor

administer

upgrade

remove

Server images

EC2 services

IT Management tools

Access for everyone

Mobile IT management

JiraMate iAWS iSSH

How do you get there from here?

Getting things moving

Wide levels of knowledge

Team effort

Collaborative learning groups

Individual training

Resources ITSM, Sun Tutorials, Linux administrators handbook

–ITSM

–S

Learning process

Core linux, systems skills firewall, apache config, managing servers, application installation/configuration, sudo & user management

Everyone installed Vufind

Everyone migrated blog networkMySQL tools, file transfer, apache

People tended to specialize

Going into production

Ranking our services

Mapping a timeline

Building servers - production & monitoring

Migrating our applications

Tutorials

We pulled together the documentation we created during our

learning to form a set of introductory tutorials

They are a starting point

We offer them to anyone who is where we were

zsr.wfu.edu/litacloud

Erik MitchellAssistant Director for Technology Servicesmitcheet@wfu.edu

Kevin GilbertsonWeb Services Librariangilberkm@wfu.edu

Jean-Paul BessouSystems Librarianbessouke@wfu.edu