@CloudExpo Authors: Elizabeth White, Liz McMillan, Pat Romanski, Yeshim Deniz, John Katrick

Related Topics: Containers Expo Blog, Microservices Expo, @CloudExpo, @DXWorldExpo, SDN Journal, @DevOpsSummit

Containers Expo Blog: Article

Edge Virtualization and the MicroCloud

Benefits and Difference from Private and Public Clouds

The benefits of public and private clouds based on virtualization are varied and well known. In 2013, more than 40 percent of enterprises have or are adopting virtualized private clouds in the data center, and another 40 percent are evaluating virtualization solutions. Nevertheless, less than 10 years ago, the number of enterprises doing any kind of private cloud virtualization was almost nonexistent.

Some of the benefits driving this rapid adoption in the enterprise, apply equally well for small-to-medium businesses (SMBs) and the edge. These benefits include:

  • Application compartmentalization - containment within the application's own O/S processor and I/O space (prevents single applications from consuming a platform's resources or affecting other applications due to problems)
  • Simplified security and quality of service (QoS) policies - administration across sites, applications, and networks
  • Automated application integration and orchestration - simplification of installation, upgrades, and migrations without platform reboots or network downtime
  • Better scaling and platform optimization - scale is simple addition
  • Improved survivability and performance - treat multiple platforms as one system

For the purposes of this article, "edge virtualization" is described as the MicroCloud - to distinguish it from "public" and "private" clouds typically associated with the data center. The following are distinctive attributes of the edge MicroCloud (versus private and public clouds).

  • It is located at the WAN interface of an SMB (typically the Internet) or a remote site in a larger enterprise (typically MPLS)
  • Network bandwidth is typically constrained
  • The south side of the edge (facing the LAN) is typically less than 200 devices/users
  • Policy (security, QoS, NAC/Network Access Control) is typically required
  • Firewall, NAT and subnet functionality are required
  • The "edge" is typically price and operationally constrained
  • The edge typically applies not only to network functionality but to edge applications as well (e.g., session border control, Wi-Fi controller management, etc.)

It is expected that edge virtualization and software defined networks (SDNs) will completely replace purpose-built appliances and integrated applications at the edge. These are all compelling reasons behind the move to virtualization in the data center, and these same attributes apply equally to the SMB and enterprise edge. When considering a transition to edge virtualization and SDN, you need to look for a solution that provides both powerful networking and orchestration capabilities.

The table below illustrates some of the benefits of virtualization at the edge and is followed by a brief description of each.

Edge Virtualization Feature Example: "Application Compartmentalization"

Virtualization Feature Overview:
One of the advantages of running on a virtual platform, versus adding an application on top of an existing O/S, is the fact that the application can run on the O/S it is optimized for, with resources dedicated for its use. This becomes especially important when the applications are deep and complete, such as with a session border controller or a voice IP key system, particularly when these might need to run on the same platform together or with another complex-type network application.

Example Description:
The following diagram illustrates one of the primary benefits of virtualization: the ability to allow an application to run in its own optimized O/S space with efficiently apportioned resources.

In this diagram, the "Orchestration and Network Manager VM" manages the configuration of the SBC VM as it relates to the disk, network, processor, and RAM. Any additional applications are then appropriately plumbed with proper resource management. This resource allocation is very difficult to do in the absence of virtualization, inasmuch as applications tend to compete with one another in the "user space" of the O/S.

Virtualization allows for quick integration of applications within the same platform. With proper orchestration it is possible to balance application resource needs with platform capabilities. It is not necessary to fine-tune applications to a host O/S, as is done with traditional edge devices.

Edge Virtualization Feature Example: "Simplified Policy Management"

Virtualization Feature Overview:
Policy management is one of the most complex components of any networking application. It becomes particularly complex at the edge when policy needs to be applied across platforms and geographies. Examples include "guest" and "corporate" policies-particularly for wireless access. Policy is typically used to define/limit/grant access to particular resources, such as bandwidth or data for users or devices. The complexity of policy is usually prohibitive in terms of use. Virtualization with proper orchestration greatly simplifies this required but very complex component.

Example Description:
The following diagram illustrates the simplification of policy management across sites. Superimposed upon a real site/policy map are guide blocks that emphasize sites (in columns) and policy (rows). The blue guide block emphasizes where policy (and routing) is set.

Policy management for security and QoS is typically complex and prone to error. Virtualization with proper orchestration greatly simplifies this critical component while improving upon the specific attributes of security and QoS.

Edge Virtualization Feature Example: "Automatic App Integration & Orchestration"

Virtualization Feature Overview:
Virtualization orchestration creates several important benefits. One of the most important of these is the ability to perform automatic integration of applications with respect to the network (automatic wiring) and its associated QoS and security policies. In a traditional implementation without the benefit of virtualization orchestration, integration tends to be fraught with errors, particularly when applied across geographies and between applications. Additionally, updates and changes in a virtual environment can usually be orchestrated as a simple switch from a running VM to the upgraded VM, whereas a traditional environment will typically require a platform reboot-thus causing all applications to lose connectivity for a period of time.

Example Description:
The following diagram illustrates the edge architecture that yields automatic app integration with virtual wiring.

Each of the colored lines represents a virtual wire (circled in red). Orchestration automatically connects these lines to the appropriate virtual switch, interface, or application.

Applications are, in turn, instantiated, configured, and plumbed by the same orchestration software. Each VM will run in its own operating system and be allocated appropriate resources. Additionally, the host hypervisor O/S and each of the VMs are isolated from each other and the WAN and LAN networks by the "network flow manager." This isolation provides both a level of security and an improvement of application upgrades/configurations.

Virtualization and orchestration eliminate many of the problems associated with traditional all-in-one appliances that attempt to run applications that must interact with each other and the network. Configuration mistakes are avoided, and upgrades happen with no downtime.

Edge Virtualization Feature Example: "Scalability and Optimization"

Virtualization Feature Overview:
Traditional methods of application integration usually require platform replacements in order to increase in scale. Additionally, platform optimization tends to be dependent upon the most computing-intensive application, making it difficult to balance between size and number of applications. On the other hand, virtualization has demonstrated excellent scalability and optimization value through simple addition. In fact, the trend is to reduce the size and cost of the platform, allowing more linear growth and optimization.

Example Description:
The following diagram illustrates the evolution of a typical edge configuration towards smaller and less costly virtual platforms that can provide scalable and optimized application and network support.

In order to scale, once a single platform has maximized the number of applications that it runs, it is only necessary to add a second (or third, etc.) platform. This will hold true for most full-size applications, such as web services, databases, file systems, etc., that can inherently take advantage of multiple instances. Furthermore, it is possible to move VMs from one platform to the next in order to optimize the resources of a particular application on a particular platform.

Virtualization in the data center has demonstrated real-world scalability and optimization for applications much more effectively than traditional dedicated platforms. These same attributes will also hold true for edge virtualization.

Edge Virtualization Feature Example: "Survivability and Performance"

Virtualization Feature Overview:
Virtualization not only yields a performance benefit, but also greatly simplifies and improves survivability and distribution (yielding further performance benefits). Survivability in a virtual environment means that even if any application(s) fail(s), the

hypervisor operating system, virtual machines, or other applications do not fail. Applications can be "spun" up in sub-second times when events cause an application, platform, or site failure. Additionally, because of network virtualization, these applications can be distributed across geographies both from a survivability and performance perspective.

Example Description:
From a performance perspective, traditional edge solutions have relied on proprietary and purpose-built hardware, resulting in high costs and underperformance. On the very low end of traditional edge solutions, most hardware is ARM-based, with minimal memory and storage. These solutions typically are purpose-built and rely on open-source applications with a small amount of software integration. Consequently, they are almost never capable of supporting the required performance of commercial or high-end applications. Additionally, because of their singular focus, they tend to be stand-alone devices incapable of surviving any type of failure. Two concrete examples running on the same platform are SDN-based networking and elastic cloud backup. The following figure represents these examples:

In the diagram, there are several points of survivability: 1) loss of connectivity to the data center, 2) platform loss, and 3) primary network loss. In each case the survivability components allow operations to continue, albeit at a reduced level (e.g., LTE speeds vs. Ethernet, routing with no updates, etc.).

Virtualization (platform and network) yields multiple levels of survivability and performance that are difficult to attain with traditional dedicated platforms.

Edge virtualization or MicroClouds can provide enterprises and SMBs with efficiencies that legacy, purpose-built appliances cannot even begin to achieve. The better management of application resources, simpler policy administration, automated application integration and orchestration, and improved scalability, survivability, and performance all lead to significant and measurable cost savings.

Managed service providers and distributed enterprises would both benefit from deploying an edge virtualization strategy. In an example use case scenario of 50 sites where MicroClouds were deployed, there was a 3:1 up-front CAPEX savings and a 5:1 average OPEX savings over 3 years.

Edge virtualization and SDN solutions are here today and ready for production deployments. Integrating them into today's enterprise data centers and SMB environments will establish a foundation for a more efficient, optimized and manageable network over the long term.

More Stories By Richard Platt

Richard Platt is CTO and vice president of engineering at Netsocket, where he is responsible for establishing the company’s technical vision and leading all aspects of its technology development. He has over 25 years experience defining, developing, and commercializing emerging technologies in both start-up and Fortune 100 environments.

Comments (0)

Share your thoughts on this story.

Add your comment
You must be signed in to add a comment. Sign-in | Register

In accordance with our Comment Policy, we encourage comments that are on topic, relevant and to-the-point. We will remove comments that include profanity, personal attacks, racial slurs, threats of violence, or other inappropriate material that violates our Terms and Conditions, and will block users who make repeated violations. We ask all readers to expect diversity of opinion and to treat one another with dignity and respect.

@CloudExpo Stories
Digital Transformation and Disruption, Amazon Style - What You Can Learn. Chris Kocher is a co-founder of Grey Heron, a management and strategic marketing consulting firm. He has 25+ years in both strategic and hands-on operating experience helping executives and investors build revenues and shareholder value. He has consulted with over 130 companies on innovating with new business models, product strategies and monetization. Chris has held management positions at HP and Symantec in addition to ...
Enterprises have taken advantage of IoT to achieve important revenue and cost advantages. What is less apparent is how incumbent enterprises operating at scale have, following success with IoT, built analytic, operations management and software development capabilities - ranging from autonomous vehicles to manageable robotics installations. They have embraced these capabilities as if they were Silicon Valley startups.
René Bostic is the Technical VP of the IBM Cloud Unit in North America. Enjoying her career with IBM during the modern millennial technological era, she is an expert in cloud computing, DevOps and emerging cloud technologies such as Blockchain. Her strengths and core competencies include a proven record of accomplishments in consensus building at all levels to assess, plan, and implement enterprise and cloud computing solutions. René is a member of the Society of Women Engineers (SWE) and a m...
When talking IoT we often focus on the devices, the sensors, the hardware itself. The new smart appliances, the new smart or self-driving cars (which are amalgamations of many ‘things'). When we are looking at the world of IoT, we should take a step back, look at the big picture. What value are these devices providing. IoT is not about the devices, its about the data consumed and generated. The devices are tools, mechanisms, conduits. This paper discusses the considerations when dealing with the...
DXWordEXPO New York 2018, colocated with CloudEXPO New York 2018 will be held November 11-13, 2018, in New York City. Digital Transformation (DX) is a major focus with the introduction of DXWorldEXPO within the program. Successful transformation requires a laser focus on being data-driven and on using all the tools available that enable transformation if they plan to survive over the long term.
To Really Work for Enterprises, MultiCloud Adoption Requires Far Better and Inclusive Cloud Monitoring and Cost Management … But How? Overwhelmingly, even as enterprises have adopted cloud computing and are expanding to multi-cloud computing, IT leaders remain concerned about how to monitor, manage and control costs across hybrid and multi-cloud deployments. It’s clear that traditional IT monitoring and management approaches, designed after all for on-premises data centers, are falling short in ...
With privacy often voiced as the primary concern when using cloud based services, SyncriBox was designed to ensure that the software remains completely under the customer's control. Having both the source and destination files remain under the user?s control, there are no privacy or security issues. Since files are synchronized using Syncrify Server, no third party ever sees these files.
Mobile device usage has increased exponentially during the past several years, as consumers rely on handhelds for everything from news and weather to banking and purchases. What can we expect in the next few years? The way in which we interact with our devices will fundamentally change, as businesses leverage Artificial Intelligence. We already see this taking shape as businesses leverage AI for cost savings and customer responsiveness. This trend will continue, as AI is used for more sophistica...
"We are an integrator of carrier ethernet and bandwidth to get people to connect to the cloud, to the SaaS providers, and the IaaS providers all on ethernet," explained Paul Mako, CEO & CTO of Massive Networks, in this SYS-CON.tv interview at 21st Cloud Expo, held Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA.
I believe that this may finally be the year that the CIO role ‘crosses the Rubicon,' leaving behind its traditional, IT-focused orientation. But I don't believe that either of the previous predictions of this outcome — fading into oblivion or rising to a business executive level — is correct. Instead, I think this is the year that we will see the role of the CIO transformed into something altogether different.
Cloud-enabled transformation has evolved from cost saving measure to business innovation strategy -- one that combines the cloud with cognitive capabilities to drive market disruption. Learn how you can achieve the insight and agility you need to gain a competitive advantage. Industry-acclaimed CTO and cloud expert, Shankar Kalyana presents. Only the most exceptional IBMers are appointed with the rare distinction of IBM Fellow, the highest technical honor in the company. Shankar has also receive...
"Calligo is a cloud service provider with data privacy at the heart of what we do. We are a typical Infrastructure as a Service cloud provider but it's been designed around data privacy," explained Julian Box, CEO and co-founder of Calligo, in this SYS-CON.tv interview at 21st Cloud Expo, held Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA.
"NetApp is known as a data management leader but we do a lot more than just data management on-prem with the data centers of our customers. We're also big in the hybrid cloud," explained Wes Talbert, Principal Architect at NetApp, in this SYS-CON.tv interview at 21st Cloud Expo, held Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA.
In his session at 21st Cloud Expo, Carl J. Levine, Senior Technical Evangelist for NS1, will objectively discuss how DNS is used to solve Digital Transformation challenges in large SaaS applications, CDNs, AdTech platforms, and other demanding use cases. Carl J. Levine is the Senior Technical Evangelist for NS1. A veteran of the Internet Infrastructure space, he has over a decade of experience with startups, networking protocols and Internet infrastructure, combined with the unique ability to it...
"Cloud Academy is an enterprise training platform for the cloud, specifically public clouds. We offer guided learning experiences on AWS, Azure, Google Cloud and all the surrounding methodologies and technologies that you need to know and your teams need to know in order to leverage the full benefits of the cloud," explained Alex Brower, VP of Marketing at Cloud Academy, in this SYS-CON.tv interview at 21st Cloud Expo, held Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clar...
Andi Mann, Chief Technology Advocate at Splunk, is an accomplished digital business executive with extensive global expertise as a strategist, technologist, innovator, marketer, and communicator. For over 30 years across five continents, he has built success with Fortune 500 corporations, vendors, governments, and as a leading research analyst and consultant.
Andrew Keys is Co-Founder of ConsenSys Enterprise. He comes to ConsenSys Enterprise with capital markets, technology and entrepreneurial experience. Previously, he worked for UBS investment bank in equities analysis. Later, he was responsible for the creation and distribution of life settlement products to hedge funds and investment banks. After, he co-founded a revenue cycle management company where he learned about Bitcoin and eventually Ethereal. Andrew's role at ConsenSys Enterprise is a mul...
CI/CD is conceptually straightforward, yet often technically intricate to implement since it requires time and opportunities to develop intimate understanding on not only DevOps processes and operations, but likely product integrations with multiple platforms. This session intends to bridge the gap by offering an intense learning experience while witnessing the processes and operations to build from zero to a simple, yet functional CI/CD pipeline integrated with Jenkins, Github, Docker and Azure...
"Space Monkey by Vivent Smart Home is a product that is a distributed cloud-based edge storage network. Vivent Smart Home, our parent company, is a smart home provider that places a lot of hard drives across homes in North America," explained JT Olds, Director of Engineering, and Brandon Crowfeather, Product Manager, at Vivint Smart Home, in this SYS-CON.tv interview at @ThingsExpo, held Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA.
Sanjeev Sharma Joins November 11-13, 2018 @DevOpsSummit at @CloudEXPO New York Faculty. Sanjeev Sharma is an internationally known DevOps and Cloud Transformation thought leader, technology executive, and author. Sanjeev's industry experience includes tenures as CTO, Technical Sales leader, and Cloud Architect leader. As an IBM Distinguished Engineer, Sanjeev is recognized at the highest levels of IBM's core of technical leaders.