Microsoft buys Deis, deeper into Kubernetes & $1.1bn container market – Notebook

A round-up of the news and some context around Microsoft burrowing down further into Kubernetes-land by acquiring Deis:

The deal & market

  • Microsoft: “Deis gives developers the means to vastly improve application agility, efficiency and reliability through their Kubernetes container management technologies…. We expect Deis’ technology to make it even easier for customers to work with our existing container portfolio including Linux and Windows Server Containers, Hyper-V Containers and Azure Container Service, no matter what tools they choose to use.”
  • Deis: “We look forward to making Azure the best place to run containerized workloads.”
  • Deis is/was part of EngineYard, right? – Notable that EngineYard (on April 10th, 2017, day of announcement) doesn’t mention it on their blog, or press release list. And that Deis and Microsoft don’t really either. See 451’s Jay Lyman’s coverage of that deal in 2015.
  • No deal-size was disclosed, of course, but Deis was small and I’m guessing it didn’t fit into EngineYard’s overall strategy, or what (little?) cash they got was a nice to have versus synergies of keeping Deis.
  • Containers are rising in usage, as 451’s Donnie said: “Our latest data says production use of containers has doubled from 10.2% to 22.5% of orgs between Q1 and Q3 2015. Amazing.”
  • 451’s January 2016 container market TAMs and forecast:
Screenshot 2017-04-10 13.56.56

The technology: not so much PaaS anymore, but Kubernetes management

Deis stack

Microsoft likes Kubernetes

  • Seems like Microsoft has gone all k8-crazy. So this is adding k8 support and some cloud-native services/middleware (package mgmt, routing, etc.) to Azure?
  • Back in July of 2016, Microsoft hired a k8 big-wheel (and other, “small wheels,” I’d assume), so they’re obviously into the thing…or at least the thinking behind the think. This leave, once again, Amazon as the last major cloud hold-out on k8.
  • That said, I think Microsoft’s new thing is to like everything that layers on-top, below, or around them. As long as you’re in every deal, you make a lot of money even if you’re not all of every deal. It’s pretty hard, now, of course, to compete with the big clouds.
  • Or, put another way: “Satya is like the Pope Francis of software,” says Alex Polvi, founder and CEO of CoreOS, a company that plays in the same area as Deis. “He took this old institution and made it cool again.”

Misc.

Coté Memo #055: It’s cold in Toronto

Follow-up

Tech & Work World

Quick Hits

“Script” for Docker orchestration

Oftentimes, I write a “script” for presentations. I never read it for the presentation (maybe I should!), but it helps me organize my thoughts and presentation. Here’s the one I used for the Docker orchestration webinar I did with CloudSoft last week:

Macro-context: the demand for building your own PaaS – DevOps, cloud, etc.

[chart on DevOps delivery pipeline, old dto solutions DevOps pipeline]

I like to reduce things down to brutal simplicity. I have a lot going on in my work and personal life so I have to leave nuance for entertainment. To me, cloud is mostly about supporting custom written software, whether that’s for something like a SaaS (from social to ERP), consumer facing business applications (like online banking), or applications used by companies to help run their business. And what that means is creating a delivery pipeline that encompass all the phases of an applications life and automates each step as much as possible to reduce bottlenecks and increase throughput. You have to look at this pipeline as a mission critical process in your business: from development to production, it’s you’re factory, the thing that helps you make money…not just a cost center. You’re pushing out incrementally improving software that runs your business.

Custom written software is the most valuable work-load for cloud, I’d theorize, where value is rated by how technology can help a company get competitive differentiation.

So, something like Docker is especially interesting because it promises to speed up that pipeline. I don’t think anyone know exactly what it will shape up to be, but it looks like the “private PaaS” answer we’ve all be looking for.

[chart with SaaS, PaaS, ISaaS, IaaS market-sizing – put OpenStack market-sizing in there next to it]

Now, PaaS is an odd category of public cloud. It seems like the perfect realization of the efficiencies of cloud, and yet it keeps limping along as a market as this 451 market-sizing shows.

Much of that revenue comes from Salesforce which has its own Force.com platform (a “PaaS for SaaS” as we call it) and Heroku.

[chart on demand for private cloud]

For some reason, developers and companies have a lust for build your own cloud: they either get their own gear or rent raw IaaS and build up their own stacks to support as automated as a DevOps delivery pipeline as possible. Maybe it’s cost (I haven’t ever heard a developer say public PaaSes like Heroku are cheap), maybe it’s the need to exactly customize functionality, maybe it’s good old paranoia and FUD (which could be justified, who knows).

Whatever the case, people want control over their stacks, and that’s where things get interesting. The more control you have, the more you have to worry about the more hassle there is.

We seem to have a long way to go to replicate the magical, effortless push to deploy demo we remember from early public PaaS days. Much of what’s needed is what’s currently going under the title of “orchestration” which, roughly, means “making sure my complex distributed system is installed and configured properly…and then allowing me to modify its runtime characteristics and upgrade it.” You know, getting the application up and running, tuning its performance ongoing as needed, and upgrading it.

[insert chart showing rise of new automation tools/brands]

This area has long been the domain of custom shell scripts, manual configuration, and, thankfully, in recent years configuration management companies like Chef and Puppet (who are taking over the automation reigns from OpsWare and Bladelogic).

Docker has burst on to the scene of late as an interesting salve for cloud infrastructure woes. To me, it starts with the right goals: make using cloud easier for developers. That may seem subtle, but it’s different than most infrastructure software goals which is make like easier for sysadmins and auditors.

To keep pushing on the dream of being able to build your own PaaS, the ad hoc community around all of this has been obsessing about orchestration of Docker-based clouds, let’s call them, of late. So let’s look at that.

Emerging market for orchestration

Mindmap from Krishnan Subramanian

When it comes Docker orchestration, there are almost too many projects to count, and even a few products. I love this mindmap from Krishnan that shows just full this market is – and tedious for analyst to keep up with. This is a good sign, however: there’s so much interest and passion in figuring out Docker and how to orchestrate it that surely, something will work.

Emerging requirements for orchestration

When I look across what all of these projects are trying to do – and slap in some old IT Service Management think – I come up a list of requirements for orchestration. Some of them may seem obvious, but it’s always good to be explicit. If you spot ones that are wrong, or missing, you should pass them along and perhaps we can winnow down a list. We don’t need a manifesto or any nonsense like that, but in studying this space, you do find a distinct lack of architectural-level specifications and requirements – which is fine, people are busy coding.

Cluster/fleet management

  • Operate in terms of multiple nodes, not single nodes – configuring a single Docker node is mind-blowingly easy, doing it over 50 or 100 nodes gets to be tedious, esp. if you want to continually be turning over builds. Pets vs. cattle and all that.

Configuration management & Automation

  • Application modeling that describes the layout and configuration of various components – this is an old ITSM notion, “service modeling,” which got bogged down in drag and drop fantasy (just like UML). You need to model what all the different components are and how they fit together
  • Basic CRUD – creating nodes, updating nodes, restarting them as needed. You want more than just modeling what a node looks like, you want you orchestrator to actually do something.

  • Separating configuration from basic state – easily modify configuration without having to change too much about each node/image, like changing port numbers easily without rebuilding the entire node

  • Ensure proper configuration passing across nodes – passing server names and ports to servers, handing out credentials, wiring in service directories, etc.

Heterogeneous platform support

  • Support for different infrastructure, bare-metal, to plain old virtualization, to multipule clouds – some might call this “hybrid cloud” or “multi-cloud” – useful just for moving along the pipeline

Baby and bathwatering ITSM

  • Asset database to track all your cows – another ITSM trick. this starts getting into “enterprise” needs, but it handy even if aren’t tweedy. You need to know what you have out in the wild and quickly locate it when things go wrong.

  • Capacity management and adjustment of resources – not only monitoring if you’re over (or under!) capacity, but actually going back to your CRUD operations to make adjustments on your nodes. This is also where keeping configuration separate from node state is handy: you could increase memory, keeping the same configuration, for example, without having to rebuild or swap out nodes.

ABC

  • Ease of use, and esp. low cost – otherwise, why not just use a full on PaaS? This is always easy to forget, but it’s sort of the point of all of this. Ask yourself, is this easy and quick to use? If it’s not, something is wrong.

This last point is key. You need to remember that once you’ve done all the above, that’s when the difficult work begins. You still need to come up with an idea for an actual application and its features that will help your business. You need to stop orchestrating and start coding, not to mention working on the product management that will tell you what to code in the first place. Don’t get all caught up in all this Heathkit stuff: save your cycles for the most valuable thing: ABC.

[Always be coding chart]

And with that, I want to pass it over to CloudSoft to tell you how they’re helping you get closing to coding.

Fun & IRL

No fun today, just work.

Sponsors

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Meta-data

Earlier today I gave a webinar about Docker Orchestration, what it is as far as I can tell and what the requirements are. Check out the recording, and the slides as well. This was done with CloudSoft who’s been doing all sorts of interesting things in the space.

(It’s silent for the first 30 seconds or so, so just scrub ahead.)