RED HAT CONSULTING

STRATEGIC MIGRATION PLANNING GUIDE

WEBSPHERE TO JBOSS ENTERPRISE APPLICATION PLATFORM

www.jboss.com
 Red Hat Consulting Strategic Migration Planning Guide

CONTENTS
1. EXECUTIVE SUMMARY 3
Pre-planning 4
The migration planning process 4

2. MIGRATION CONSIDERATIONS 4
Migration drivers 4
Potential migration scenarios 5
&RQoJXUHGVHUYLFHV 7
Migration deployment scenarios 9
Hardware migration 14
Other considerations 19

3. THE STRATEGIC MIGRATION PROCESS 20

Migration process overview 20
3KDVH,6HUYHUDUFKLWHFWXUHDQGGHSOR\PHQWPRGHO 21
Phase II: Application migration assessment 21
Phase III: Effort and risk assessment 23
Phase IV: Server and application migration plan 25
Phase V: Migration implementation 26

4. ENTERPRISE SERVICES 26
0LGGOHZDUHFRQVXOWLQJVHUYLFHV 26
3ODWIRUPFRQVXOWLQJVHUYLFHV 27
Training 30

5. SUCCESSFULLY MIGRATED CUSTOMERS 32

Union Bank 32
*(,&2*RYHUQPHQW(PSOR\HHV,QVXUDQFH&RPSDQ\ 35
Glckle 37
iGATE 39
Allianz 43

6. SUMMARY 46

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 Red Hat Consulting Strategic Migration Planning Guide

1. EXECUTIVE SUMMARY
IT organizations are constantly faced with the challenge to produce high-quality solutions with a lower
total cost of ownership (TCO). With the growing recognition that open source software provides quality,
stable solutions, migrations of existing enterprise applications to products such as JBoss Enterprise
Application Platform have become increasingly popular.

JBoss Enterprise Application Platform provides a holistic solution that includes tools for such business
challenges as business process management, enterprise application integration, and service-oriented
architectures (SOA), enterprise portals, and data services solutions.

Migrating from proprietary technologies to JBoss Enterprise Application Platform offers many other
advantages to IT organizations, including cost reduction versus proprietary JEE implementations,
scalability, and the ability to extensively customize the server. Other advantages include:

Are IBM licensing costs a disproportionately large part of your IT budget? Do your development and opera-
tions teams spend an ever-increasing percentage of their time dealing with the complexity of IBM software?
Are business solutions and innovation taking a back seat to navigating the maze that is IBM installation and
FRQoJXUDWLRQ"

Many former WebSphere clients have found that by migrating to JBoss Enterprise Middleware, they
can spend less time and money on their server platforms, allowing them to focus resources on business
SUREOHPVZKHUHWKH\WUXO\EHORQJ,QWHJUDWHGVLPSOLoHGDQGGHOLYHUHGE\WKHOHDGHULQRSHQVRXUFH
software, JBoss Enterprise Application Platform includes leading open source technologies for building,
deploying, and hosting enterprise Java applications and services.

Migrating to JBoss Enterprise Application Platform offers many advantages to IT organizations.

With JBoss you can:

v Innovate with stability. Leverage market-leading technologies for building and hosting next-generation
Java applications and web services.

v ,PSURYHGHYHORSHUSURGXFWLYLW\Use integrated Web 2.0 technologies that work with the leading appli-
FDWLRQVHUYHUIURPWKHVWDUWUHPRYHFRQoJXUDWLRQFRPSOH[LWLHVDQGVLPSOLI\-DYDGHYHORSPHQW
v Enjoy enterprise-class performance. Take advantage of the integrated clustering and high-availability
features, and utilize a proven foundation for mission-critical applications with failover, load balancing,
and distributed deployment features used to deploy large, scalable enterprise applications.

v ([WHQGEXGJHWV Improve application investment returns and savings by leveraging an affordable middle-
ware solution that includes everything needed for enterprise Java applications.

v Use open standards. Avoid vendor lock-in while obtaining the transparency that allows employees to see
exactly whats occurring in the platform on which they are developing.

A successful and smooth migration to JBoss requires a strategic level of up-front planning and a proper
understanding of the issues and challenges involved in order to minimize migration risks and costs. In this
document, we attempt to cover the most important items and provide readers with some of the resources
and references necessary to be successful.

JBoss uses the community version of its projects, following a release early, release often model
that promotes innovation and is most responsive to user requirements. Appropriate versions of open
VRXUFHSURMHFWVDUHVXEVHTXHQWO\LQWHJUDWHGDQGSXWWKURXJKDULJRURXVFHUWLoFDWLRQSURFHVVWRSURGXFH
enterprise-class solutions, including JBoss Enterprise Application Platform.

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 Red Hat Consulting Strategic Migration Planning Guide

A successful and smooth migration to JBoss requires a strategic level of up-front planning and a proper
understanding of the issues and challenges involved in order to minimize migration risks and costs. In this
document, we attempt to cover the most important items and provide readers with some of the resources
and references necessary to be successful.

PRE-PLANNING
$WKRURXJKXQGHUVWDQGLQJRI\RXUPLJUDWLRQHQYLURQPHQWLVWKHFULWLFDOoUVWVWHSWRVWDUWUHDOL]LQJWKH
EHQHoWVRIPRYLQJWR-%RVV<RXURUJDQL]DWLRQ
VPRWLYDWLRQVIRUXQGHUWDNLQJDVRIWZDUHSODWIRUPPLJUD-
WLRQVKRXOGEHFDUHIXOO\FRQVLGHUHGDVWKHVHPD\LQpXHQFHFKRLFHVRSSRUWXQLWLHVDQGWUDGHRIIV/LNHZLVH
understanding your potential deployment scenarios will help you proactively identify any roadblocks and
anticipate future needs.

THE MIGRATION PLANNING PROCESS

5HG+DWKDVHVWDEOLVKHGDSURYHQoYHVWHSSURFHVVGHVLJQHGWRLGHQWLI\PLJUDWLRQRSSRUWXQLWLHV
examine the risks associated with various migration scenarios, create a standard enterprise environment,
and develop a comprehensive and strategic migration plan for the enterprise.

Through this process, your organization will:

1. Examine the existing application server and platform and determine the equivalent capabilities
in a JBoss EAP ecosystem.

2. Examine proprietary features and native capabilities and determine the equivalent capabilities
in JBoss EAP.

3. Measure organizational readiness and overall migration risk.

4. Develop a strategic migration plan, including a detailed roadmap and cost estimate.

5. Implement the strategic migration plan and employ implementation support strategies.

The details that follow are intended to provide insight into the considerations and processes required to
move to the JBoss Enterprise Application Platform. We encourage you to share this with your team as you
embark on your migration planning. Through these insights, we hope to arm you with the knowledge to
successfully plan and execute your migration.

2. MIGRATION CONSIDERATIONS
When a company decides to migrate from one application server to another, there may be several possible
drivers involved. Common drivers deal with cost, increasing development innovation, or combining datacen-
ters with different technologies.

MIGRATION DRIVERS

v Cost v Lowers support costs

v Gain the ability to distribute server v Expansion of server farms

with application to customers v Conformance to standards
v Eliminates per-CPU licensing v Integration and customization
v Allows the use of cheaper hardware
and more robust clusters

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 Red Hat Consulting Strategic Migration Planning Guide

v Flexibility

v Failure of outsourcing

v Mergers and acquisitions

v Datacenter consolidation

v Adoption of rapid development techniques

v Desire for latest features and capabilities

v Performance

v Scalability

Whatever the particular drivers are, it is important to bear them in mind when planning migrations. Drivers
help dictate priorities and methods when migrating. They are key to determining which migration scenario
DSSOLHVDQGKRZLWVKRXOGEHGHSOR\HG)RUH[DPSOHLIDPDMRUGULYHULVWKHGHVLUHWREHQHoWIURPWKHODWHVW
features and capabilities, the migration project will need to delineate the features desired and determine
ZKLFKFDQEHDFKLHYHGE\FKDQJLQJFRQoJXUDWLRQVDQGZKLFKZLOOUHTXLUHXSGDWLQJVRXUFHFRGH

CURRENT JBOSS

STANDARDS-BASED STANDARDS-BASED
JMS, EJB, JPA, etc. Remove proprietary imports
from applications and migrate

FRAMEWORKS FRAMEWORKS
Hibernate, Spring, Seam, Flex, Add required jars to
Struts, JBPM, Rules engines, deploy directory or EAR
Workflow engines

POTENTIAL MIGRATION SCENARIOS

BASIC WEB APPLICATION MIGRATION

0LJUDWLQJEDVLFZHEDSSOLFDWLRQVWKDWZHUHGHYHORSHGDFFRUGLQJWRWKHVHUYOHWVSHFLoFDWLRQDQG-DYD((
VSHFLoFDWLRQVLVWKHHDVLHVWDQGPRVWFRVWHIIHFWLYHZD\WRVWDUWPLJUDWLRQV,WFDQEHDQH[FHOOHQWPHDVXUH
of the effort involved. If the applications were developed with a standards-based Integrated Development
Environment (IDE) such as Eclipse, this will go quite smoothly. Many proprietary IDEs embed links to propri-
etary libraries and thus can add additional challenges to migration.

Standard web applications include a deployment descriptor called web.xml. Forgiving behavior by applica-
tion servers often leads to the use of syntax and notations that are not portable. Red Hat tries to document
VXFKH[DPSOHVDQGKDVDUHDG\OLVWRIFKDQJHVWKDWDUHRIWHQQHHGHGZKHQPLJUDWLQJIURPVSHFLoFDSSOLFD-
tion servers to JBoss solutions.

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 Red Hat Consulting Strategic Migration Planning Guide

Most application servers also include a second proprietary deployment descriptor for web applications to
VXSSRUWYDOXHDGGHGIHDWXUHVWKDWDUHQRWLQFOXGHGLQWKHVWDQGDUGVSHFLoFDWLRQV7KLVVHFRQGGHVFULSWRULV
FDOOHGMERVVZHE[POIRU-%RVVZKLOH:HE6SKHUH$SSOLFDWLRQ6HUYHUXVHVWZRoOHVFDOOHGkLEPZHEH[W[PLy
and ibm-web-bnd.xmi for this purpose. Red Hat often maintains XML style sheets that can be used to auto-
matically transform other vendor descriptors to the JBoss-supported jboss-web.xml, where features and
capabilities overlap.

Migrating a web application that is developed and deployed to WebSphere can be very simple or somewhat
complicated depending on how proprietary the application architecture and dependencies are. Many web
applications can simply be copied over and directly deployed to JBoss with no changes at all. Some of the
common barriers to migrating web applications can include:

1. When deployed as an exploded directory, a .war extension for the directory may be required when
deployed to JBoss. A similar naming convention in WebSphere is uncommon.

2. WebSphere web applications often bundle their proprietary secondary deployment descriptor. This
GHVFULSWRUFDQRIWHQLQFOXGHQRUHOHYDQWFRQoJXUDWLRQLQIRUPDWLRQZKDWVRHYHUDQGZRXOGWKHUHIRUHEH
LJQRUHGDQGQRWFDXVHDQ\KDUPXQGHU-%RVV:KHQLWSURYLGHVDUHOHYDQWFRQoJXUDWLRQLWLVYHU\RIWHQ
comprised of simple items such as the context root of the web application or security settings for it,
ZKLFKDUHVLPLODUO\SURYLGHGLQDMERVVZHE[POoOHXQGHU-%RVV

3. Web applications may use libraries provided by WebSphere, including but not limited to JSP tag libraries
and WebSphere helper classes. This is where the migration effort can potentially become substantial,
depending on the exact nature of the library being used and what it takes to replace it with a standard
open source alternative.

JAVA EE MIGRATION
0LJUDWLQJ-DYD((DSSOLFDWLRQVLVLQWKHRU\QRPRUHGLIoFXOWWKDQPLJUDWLQJSXUHZHEDSSOLFDWLRQV+RZHYHU
WKHSXUSRVHRI-DYD((VSHFLoFDWLRQVLVWRIDFLOLWDWHWKHLQWHJUDWLRQRIPXOWLSOHIUDPHZRUNVZLWKGLYHUVH
functionalities. This means that there will in practice be many mini-migrations involved. We will discuss these
more in the JSR migration section.If proprietary IDEs are used in the development of Java EE applications,
these will often have the generated classes extend and implement proprietary classes and interfaces. The
JBoss MASS project provides a migration analysis tool called MAT, which scans the applications source code
for proprietary libraries and imports. This provides invaluable information for estimating the amount of work
that needs to be done for a Java EE migration.

The tool is hosted at http://www. jboss.org/mass/MAT.html.

-%RVV0$7DOVRSURGXFHVGHWDLOHG+70/UHSRUWVFRYHULQJVHUYHUFRQoJXUDWLRQGHSOR\HGDSSOLFDWLRQVDQG
class dependencies.

ADVANCED JSR MIGRATIONS

-DYD6SHFLoFDWLRQ5HTXHVWV-65VUHSUHVHQWWKH-DYDFRPPXQLW\
VHIIRUWWRSURYLGHVWDQGDUGVLQDGGLWLRQDO
areas such as:

v Portal

v ESB

v Rules engine

v :RUNpRZHQJLQH

v Injection

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 Red Hat Consulting Strategic Migration Planning Guide

APPLICATIONS TO MIGRATE

App 1 App 2 App 3 App 4 App 5

App 1
Applications

App 2
App 3
App 4
App 5
Jakarta Commons 3.2
Libraries

Apache
etc.
Hibernate 3.1
Framework

Hibernate 3.4
Spring 2.1
Oracle DB 10g
etc.

7KHUHDUHGLIIHUHQWPLJUDWLRQSDWKVIRUHDFKVHSDUDWH-65'HSHQGLQJRQKRZFRPSOHWHWKHVSHFLoFD
tion is, migration can be fairly simple or very involved. Generally, annotations are more standard than
XML implementations.

CONFIGURATION MIGRATION
In broad strokes, a WebSphere Application Server (WAS) environment is organized into a series of cells
DQGQRGHV$QRGHLVGHoQHGE\DFRPPRQFRQoJXUDWLRQUHSRVLWRU\DQGDVLQJOHSURoOH0XOWLSOH:$6
instances can belong to a single node; however, a WAS instance cannot belong to multiple nodes. They can
be managed simply by an administrative agent, which a node registers itself with. In a more sophisticated
HQYLURQPHQWDGHSOR\PHQWPDQDJHULVXVHGWRHIoFLHQWO\DGPLQLVWHUPDQDJHDQGSURYLVLRQQRGHV/DVWO\D
job manager can be used to asynchronously submit administrative jobs to deployment managers and admin-
istrative agents.

CONFIGURED SERVICES
:HE6SKHUH$SSOLFDWLRQ6HUYHUKDVWKHFRQFHSWRILQVWDOOHGDSSOLFDWLRQVDQGFRQoJXUHGUHVRXUFHVVFRSHGDW
an applicable level. Resources in the WebSphere terminology can include JDBC data sources and JMS desti-
nations, which are considered deployable artifacts in JBoss. This leads to two very distinct models.

With WASVHUYLFHVVXFKDV-'%&DQG-06DUHFRQoJXUHGWKURXJKWKHDGPLQLVWUDWLRQFRQVROHE\WKH
WebSphere administrator. This is true in both production and development, though the developer may
DOVREHDFWLQJDVWKH:$6DGPLQLVWUDWRULQDGHYHORSHUHQYLURQPHQW:KLOHVXFKUHVRXUFHFRQoJXUDWLRQ
ultimately depends on application needs, it is both physically and practically separate from the applica-
tion itself. Application developers often document their service dependencies and administrators follow
the document to set up the required services for the application to function properly.

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 Red Hat Consulting Strategic Migration Planning Guide

With JBossHDFKVHUYLFHIRUH[DPSOHD-'%&FRQQHFWLRQSRRORUD-06TXHXHLVFRQoJXUHGLQLWVRZQ

;0/oOH7ZRRUPRUHVHUYLFHVRIWKHVDPHW\SHFDQRIWHQEHFRQoJXUHGLQWKHVDPH;0/oOHLIWKDWLV
SUHIHUDEOH7KLVJLYHVXVHUVpH[LELOLW\LQWKHLUFRQoJXUDWLRQFKRLFHV7KHVDPHFRQoJXUDWLRQSUDFWLFHV
DGPLQLVWUDWRUVZRXOGXVHZLWK:HE6SKHUHFDQEHIROORZHGFRQoJXULQJVHUYLFHVEDVHGRQSURYLGHG
documentation. But it is also possible for the development team to include these deployable XML arti-
facts with their application or even bundle them in the same folder or archive. This second model leads
WRDVHOIFRQWDLQHGDSSOLFDWLRQWKDWLQFOXGHVLWVRZQFRQoJXUDWLRQGHSHQGHQFLHV

JDBC
,Q:HE6SKHUHYHUVLRQ[HDFK-'%&UHVRXUFHLVFRQoJXUHGLQWKHUHVRXUFH
V;0/oOHFRUUHVSRQGLQJWR
WKH3URoOHDQGWKHVFRSLQJOHYHO7KHW\SLFDOSDWWHUQLVWKDWDIROGHUZLOOEHFUHDWHGIRUDJLYHQSURoOHXQGHU
:HE6SKHUH$SS6HUYHUSURoOHVZLWKWKHFKRVHQSURoOHQDPH7KLVIROGHUZLOOFRQWDLQDFRQoJGLUHFWRU\
which in turn will have a hierarchy of directories corresponding to the scope that the data source has been
targeted to. For example, if the data source is targeted at the cell level, a directory named cells will contain
DGLUHFWRU\IRUWKDWFHOOZKLFKZLOOLQWXUQKDYHDUHVRXUFHV[POoOHGHVFULELQJWKHGDWDVRXUFH$GDWDVRXUFH
GHoQHGXQGHUD-'%&SURYLGHUZLOODSSHDULQWKHUHVRXUFHVoOHDVDkIDFWRULHVyHOHPHQWKDYLQJWKHW\SH
kUHVRXUFHVMGEF'DWD6RXUFHyLWVHOIHPEHGGHGLQDkUHVRXUFHVMGEF-'%&3URYLGHUyHOHPHQW)XUWKHUFRQoJX-
ration properties are included in the XML as resource properties in a property set, which the connection
pooling described in a separate connection pool element.

In JBoss, it is enough to create a datasource XML snippet for each connection pool which may be provided
LQLWVRZQSRRO1DPHGV[POoOHRUFRPELQHGFROOHFWLYHO\LQWKHVDPH GV[POoOH7KHFRQWHQWRIVXFKD
GDWDVRXUFH;0/oOHLQ-%RVVZLOOGHSHQGRQWKHWUDQVDFWLRQDOEHKDYLRURIWKHGDWDVRXUFHDVZHOODVWKH
FRQQHFWLRQGHWDLOV0RVWLIQRWDOORIWKHVHGHWDLOVFDQEHIRXQGLQWKHPDWFKLQJ MGEF[POoOHXQGHUWKH
FRQoJMEGFGLUHFWRU\RIWKH:HE6SKHUHGRPDLQ7KHGDWDEDVHSDVVZRUGZLOOEHHQFU\SWHGDQGWKHUHIRUH
VXFKDPLJUDWLRQFDQQRWEHIXOO\DXWRPDWHG:KHQWKHSURSHU GV[POoOHVDUHSUHSDUHGWKH\FDQVLPSO\
be deployed to the matching JBoss server or cluster to provide an equivalent JBoss environment.

JMS
,Q:HE6SKHUH[YDULRXV-06FRPSRQHQWVDUHFRQoJXUHGVHSDUDWHO\LQWKHDGPLQLVWUDWLYHFRQVROHZLWK
HDFKVSHFLI\LQJLWVGHSHQGHQF\DWWKHWLPHRIFUHDWLRQ)RUH[DPSOH-06SURYLGHUVDUHFUHDWHGDQGFRQoJ-
XUHGLQDVHSDUDWHVHFWLRQIURPGHVWLQDWLRQVVXFKDVTXHXHVDQGWRSLFV\HWLQWKH;0/oOHZKHUHWKLV
FRQoJXUDWLRQLVUHpHFWHGGHVWLQDWLRQVDSSHDUXQGHUWKHDSSOLFDEOHSURYLGHU7KLVLQIRUPDWLRQLVVWRUHGLQD
UHVRXUFHV;0/oOHFRUUHVSRQGLQJWRWKH3URoOHDQGWKHVFRSLQJOHYHO7KHW\SLFDOSDWWHUQLVWKDWDIROGHUZLOO
EHFUHDWHGIRUDJLYHQSURoOHXQGHU:HE6SKHUH$SS6HUYHUSURoOHVZLWKWKHFKRVHQSURoOHQDPH7KLVIROGHU
ZLOOFRQWDLQDFRQoJGLUHFWRU\ZKLFKLQWXUQZLOOKDYHDKLHUDUFK\RIGLUHFWRULHVFRUUHVSRQGLQJWRWKHVFRSH
that the JMS component has been targeted to. For example, if a queue is targeted at the cell level, a direc-
WRU\QDPHGkFHOOVyZLOOFRQWDLQDGLUHFWRU\IRUWKDWFHOOZKLFKZLOOLQWXUQKDYHDUHVRXUFHV[POoOHGHVFULELQJ
WKH-06TXHXH$TXHXHWLHGWRD-06SURYLGHUZLOODSSHDULQWKHUHVRXUFHVoOHDVDkMF$GPLQ2EMHFWVy
element under the JMS provider, itself described as a J2CResourceAdapter element.

,Q-%RVV-06FRQQHFWLRQIDFWRULHVDUHW\SLFDOO\FRQoJXUHGLQWKHGHSOR\MERVVPHVVDJLQJVDUFRQQHFWLRQ
IDFWRULHVVHUYLFH[POoOHRID-%RVVVHUYHUEXWFDQJHQHUDOO\EHFRQoJXUHGDVSDUWRIDQ\VHUYLFHDUFKLYH
deployment. It is more typically the destinations themselves, the queues and topics, which need to be
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VQLSSHWIRUHDFKTXHXHRUWRSLFZKLFKPD\EHSURYLGHGLQLWVRZQGHVWLQDWLRQVHUYLFH[POoOHRUFRPELQHG
FROOHFWLYHO\LQWKHVDPH VHUYLFH[POoOH7KHFRQWHQWRIVXFKDGHVWLQDWLRQ;0/oOHLQ-%RVVZLOOUHVHPEOH

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 Red Hat Consulting Strategic Migration Planning Guide

WKDWRIDQ\0%HDQGHSOR\PHQWoOHDQGWKH0%HDQFRGHZLOOEH4XHXH6HUYLFHRU7RSLF6HUYLFHDVWKHFDVH
PD\UHTXLUH6XFKDQ;0/oOHZRXOGEHGHSOR\HGWRWKH-%RVVVHUYHURUFOXVWHUSRVVLEO\E\GURSSLQJLWLQ
the servers deploy directory or one of the cluster members farm directory.

CLUSTERING
:KLOHWKHFRQFHSWVDQGWKHJRDOUHPDLQYHU\VLPLODUWKHUHFDQEHVLJQLoFDQWGLIIHUHQFHVLQWKHZD\
FOXVWHULQJLVFRQoJXUHGLQ:HE6SKHUHDQG-%RVV

:HE6SKHUHSURYLGHVDYHU\VWDWLFYLHZRIFOXVWHULQJERWKLQWHUPVRIFOXVWHUPHPEHUVKLSDQGFRQoJXUDWLRQ
GHWDLOV7KHUHDUHOLPLWHGFRQoJXUDWLRQRSWLRQVDQGFOXVWHULQJODUJHO\UHPDLQVDEODFNER[7KLVOHDGVWRD
level of simplicity that works well for some clients but can cost others with more exceptional requirements.
7KHFOXVWHULWVHOILVVWDWLFDOO\GHoQHGRQWKHDGPLQLVWUDWLRQVHUYHUZLWKSURYLGHGDGGUHVVHVRIHDFKPHPEHU

,Q-%RVVDFOXVWHULVDYHU\G\QDPLFFRQFHSW,WLVGHoQHGE\DFOXVWHUQDPHDQGDQDGGUHVVZKLFKPD\EH
a multicast or unicast address. Any JBoss instance declaring an intention to join the cluster can do so by
FRPPXQLFDWLRQZLWKWKDWDGGUHVVDQGE\SURYLGLQJWKHFOXVWHUQDPH7KLVUHVXOWVLQDYHU\pXLGFOXVWHUGHo-
nition that works very well with dynamic provisioning scenarios. Furthermore, clustering in JBoss is built
RQWRSRI-*URXSVZKLFKLWVHOILVKLJKO\FRQoJXUDEOHDQGKDVFRQoJXUDWLRQSDUDPHWHUVWKDWDUHH[SRVHGWR
FOXVWHUXVHUV$ZLGHYDULHW\RIQHWZRUNWRSRORJLHVFDQEHVXSSRUWHGDQGWKHDELOLW\WRoQHWXQHWKHFOXVWHU
performance is virtually endless.

CACHE REPLICATION
In a cluster, a number of caches are provided and must be kept in sync to avoid data integrity issues. The
most prominent ones are the HTTP session and entity bean caches. Once again, WebSphere takes a black-
ER[DSSURDFKWRFDFKHFRQoJXUDWLRQZKLOH-%RVVEXLOGVWKHPRQWRSRIRSHQVWDFNVWKDWDUHH[SRVHGDQG
KLJKO\FRQoJXUDEOH

JBoss Cache is used to provide a distributed transactional cache for entity beans and the HTTP sessions.
$ZLGHDUUD\RIFRQoJXUDWLRQRSWLRQVFDQKHOSWDLORUWKHFDFKHEHKDYLRUWRXVHUUHTXLUHPHQWV&XWWLQJ
edge technology such as non-serialization-based replication through AOP is available through the POJO
FDFKHIHDWXUHV7KHFRPPXQLFDWLRQSURWRFROLVDOVRFRQoJXUDEOHDQGV\QFKURQRXVUHSOLFDWLRQDV\QFKUR-
nous replication, and invalidation are all supported.

MIGRATION DEPLOYMENT SCENARIOS

HIGH THROUGHPUT OR LOW LATENCY

6HUYHUVGHSOR\HGIRUKLJKWKURXJKSXWDUHFRQoJXUHGYHU\GLIIHUHQWO\WKDQORZODWHQF\DSSOLFDWLRQVHUYHUV
It is important to separate applications that require low latency from those that require high throughput.
7KHFRQoJXUDWLRQRIWLPHRXWVPD[WKUHDGVDQGRWKHUEDVLFRSWLRQVDUHDWWKHRSSRVLWHHQGRIWKHVSHFWUXP
from each other and will not mix well.

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 Red Hat Consulting Strategic Migration Planning Guide

When targeting high throughput, it is the overall performance of the system that is prioritized client
requests are not given individual attention. As an example, for a system with only four processor cores,
one might determine that 200 concurrent requests mark the optimal point of parallel processing with an
average processing time of one second. Anything below this number would be under-utilizing the system,
while a higher number of concurrent requests results in wasteful context switching and hurts the overall
throughput.

&RQoJXUDWLRQEDVHGRQWKURXJKSXWZRXOGWKHUHIRUHOLPLWFRQFXUUHQWUHTXHVWVWR,QWKHHYHQWRI
concurrent requests, we would queue up the remaining concurrent requests and process them as a batch
FRQVHFXWLYHWRWKHoUVWJURXS,QWKLVRYHUVLPSOLoHGDQDO\VLVUHTXHVWVWKDWDUHSDUWRIWKHVHFRQGEDWFK
ZLOOWDNHDOPRVWWZLFHDVORQJWRSURFHVVDVWKHoUVWEDWFK

This runs counter to prioritizing low latency and the requests from the second batch may well be violating
RXUVHUYLFHOHYHODJUHHPHQW6/$6KRXOGORZODWHQF\EHRXUSULRULW\ZHFRXOGFRQoJXUHWKHV\VWHPWR
accept 300 concurrent requests.

In our hypothetical example, it is conceivable that average processing time would then grow to 1.7 seconds.
Requests from the second batch would complete in 1.7 seconds instead of 2 seconds and would therefore
meet the SLA. The throughput, however, has gone down from 200 tps to 176.5 tps and even with a constant
pRZRIFRQFXUUHQWUHTXHVWVWKHV\VWHPZLOOSURFHVVIHZHUUHTXHVWVLQWKHORQJWHUP

LOW LATENCY HIGH THROUGHPUT

JBoss provides a robust platform for building out large-scale server farms that can support tens of thou-
sands of concurrent requests.

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 Red Hat Consulting Strategic Migration Planning Guide

PHYSICAL DEPLOYMENT MODELS

v Physically separate machines for web and applications servers

Some middleware server companies advocate using separate servers for web servers (servlet
containers) and application servers. High license costs and a desire to avoid them in favor or simpler
and cheaper servlet containers have often been at the root of such concerns.

-%RVVHPEHGVWKHZHEVHUYHULQWKHDSSOLFDWLRQVHUYHUPDNLQJIRUDPXFKPRUHHIoFLHQWXVHRI
KDUGZDUHZKLOHEHQHoWLQJIURPDQRSHQVRXUFHPRGHOWKDWDYRLGVPDQ\OLFHQVLQJFRQFHUQV$VVXFK
decisions to implement two physically distinct layers for presentation and business tiers should be
reviewed in light of the lack of such licensing restrictions.

Dynamic web server

(Tomcat)

APPLICATION SERVER

APPLICATION SERVER
Dynamic web server
(Tomcat)

7KLVHQDEOHV-%RVVWRPDNHPRUHHIoFLHQWXVHRIKDUGZDUHUHVRXUFHV8VHUVKDYHIRXQGWKDWWKH\FDQ
sometimes reduce their hardware requirements by up to 50 percent for the same load. This offers
JUHDWHUpH[LELOLW\LQVHOHFWLQJKDUGZDUHDQGPDWFKLQJORDG2IFRXUVHWKHUHZLOOVWLOOEHRFFDVLRQVZKHUH
VHSDUDWHSK\VLFDOWLHUVDUHUHFRPPHQGHGIRUYDULRXVUHDVRQVLQFOXGLQJVHFXULW\LVRODWHGFRQoJXUDWLRQ
and better reliability.

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 Red Hat Consulting Strategic Migration Planning Guide

v Single application per application server

SWITCH

2
4

SERVER 1 SERVER 2 SERVER 3 SERVER 4

App 1 App 2 App 3 App 4

This deployment is used when:

v $QDSSOLFDWLRQUHTXLUHVVSHFLDOFRQoJXUDWLRQRIWKHDSSOLFDWLRQVHUYHU

v <RXDUHXVLQJDELWRSHUDWLQJV\VWHPRU-90DQGQHHGWKHPD[LPXPSRVVLEOHPHPRU\
OHVVWKDQ*%SHUELW-90IRUDQDSSOLFDWLRQ

v :LWKELWRSHUDWLQJV\VWHPV-90VDQGPRUHLVRODWHGFRQoJXUDWLRQFDSDELOLWLHVWKHSUHIHUUHG
deployment is multiple applications to a single server

v Governance or organizational issues that lead to preferring the single application per server model

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 Red Hat Consulting Strategic Migration Planning Guide

v 0XOWLSOHDSSOLFDWLRQVSHUDSSOLFDWLRQVHUYHU

LOAD BALANCER

90% 60% 90% 30%

SERVER 1 SERVER 2 SERVER 3 SERVER 4

App 1 App 1 App 1 App 1

App 2 App 2 App 2 App 2

App 3 App 3 App 3 App 3

App 4 App 4 App 4 App 4

7KLVLVDPRUHHIoFLHQWGHSOR\PHQWLQPDQ\UHVSHFWV(DFKDSSOLFDWLRQEHQHoWVIURPXQXVHGPHPRU\
WKDWZRXOGRWKHUZLVHEHDOORFDWHGWRHDFKVHSDUDWHLQVWDQFHZLWKVXIoFLHQWPHPRU\WRPLQLPL]HWKH
latency at the applications peak usage. This would not necessarily coincide with peak usage time for
other applications.

v 0XOWLSOHDSSOLFDWLRQVHUYHUVSHUPDFKLQH

Multiple instances of JBoss can be deployed to a single machine. This is a common deployment model if
you are using a 32-bit operating system on a multi-CPU system with more memory than can be allocated
WRDVLQJOH-90,WFDQDOVREHXVHGZKHQWKHUHLVOLPLWHGODUJHVFDOHKDUGZDUHPXOWLSOHDSSOLFDWLRQV
UHTXLULQJVSHFLDOFRQoJXUDWLRQVRUWKHQHHGIRUIDLORYHU

6WDWHIXOYHUVXVVWDWHOHVVZHEDSSOLFDWLRQV

Stateful web applications use the container-managed HTTP session to store their state and as such require
+773VHVVLRQUHSOLFDWLRQWREHFRQoJXUHGRQWKHDSSOLFDWLRQVHUYHU

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 Red Hat Consulting Strategic Migration Planning Guide

-%RVVRIIHUVYDULRXVRSWLRQVIRUVWDWHUHSOLFDWLRQ$VWUDLJKWIRUZDUGFRQoJXUDWLRQRIWKHFOXVWHUHGFDFKH
would result in replication of the state in all participating nodes. More advanced features would enable
buddy replication, where nodes are joined with one or more buddies to keep a backup of their state in case
of failover. This is particularly useful in large clusters where the replication of state from each node to all
RWKHUQRGHVUHVXOWVLQDEDOORRQLQJRIPHPRU\IRRWSULQWDQGFDQEHFRPHGLIoFXOWWRPDQDJH

6WDWHUHSOLFDWLRQFDQEHFRQoJXUHGWRWDNHSODFHHLWKHUV\QFKURQRXVO\RUDV\QFKURQRXVO\7KHIRUPHU
strategy offers reliability and the latter favors performance.

Stateless applications can reside on the same server as stateful applications and simply do not use the
replication features. The replication includes constant overhead plus a variable portion that grows with
each application state, but is independent of the number of stateless applications.

HARDWARE MIGRATION
There are times when an application server is in some way tied to the operating system or even hardware.
The client may have happily decided or have been compelled to use an application platform and operating
system or hardware from the same vendor. Under such circumstances, hardware migration will often
accompany the software migration to JBoss.

Even when a hardware or operating system migration is not necessary, it may well be an option worth
considering. There are arguments both in favor and against migrating the operating system and/or
hardware along with the application platform:

ADVANTAGES:
v Share resources between the software and hardware migration, including management and technical
SHUVRQQHO4$HQYLURQPHQWVDQGQHWZRUNUHVRXUFHVXVHGIRUWHVWLQJ

v Save time and money by avoiding duplicating the overlapping testing effort. Platform migration already
requires thorough testing and evaluation of the environment, tasks that need to be performed for a
hardware migration as well.

DISADVANTAGES:
v While it is arguable whether the risk of the combined effort will be less or greater than the sum of the
risk of the two separate efforts, it is undoubtedly larger than that of a single type of migration and may
therefore surpass a desired maximum threshold.

v When two types of migrations are combined, there is less isolation in changes. Therefore, the root cause
RIDSRWHQWLDOSUREOHPZLOOEHKDUGHUWRGLVFRYHU%\WKHVDPHWRNHQ,WZLOOEHPRUHGLIoFXOWWRDWWULEXWH
any performance gain/loss to one migration versus the other.

Regardless of whether the hardware migration is required or optional, when and if it is performed there
is an opportunity to redesign the physical deployment architecture of the servers in a way that can lead
to cost savings and various improvements.

There are four primary deployment scenarios that are common to migrations: consolidation, dispersion,
aggregation, and cloud migration. These scenarios are not mutually exclusive and can be combined in
a large-scale migration to achieve the right balance of functional and operational characteristics for
VSHFLoFZRUNORDGV

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 Red Hat Consulting Strategic Migration Planning Guide

HARDWARE REQUIREMENTS
Whether it is because of a necessary hardware migration or changes in the software requirements, it may
be required to step back and take a look at application constraints to determine the proper hardware. Some
questions that should be asked include:

v Is the application mission-critical?

v What service-level agreement (SLA) must be met?

v How critical is the stored data and what type of storage and/or redundancy is required?

v What network topography suits the application and its communication needs?

v How much network bandwidth will be needed?

v What type of caching should be implemented on JBoss?

v What other optimization and tuning is appropriate for JBoss?

v Where is the optimal point in terms of latency versus throughput?

v +RZODUJHLVWKHUHTXLUHGPHPRU\IRRWSULQWDQGLVLWWRRODUJHIRUDVLQJOH-90"

Certain performance expectations will have a direct impact on the choice of hardware and its deployment.
)RUH[DPSOHYLUWXDOL]DWLRQZLOORIWHQLQFUHDVHODWHQF\DVDVDFULoFHWRJDLQKLJKHUWKURXJKSXWDQGRUXWLOL]D-
tion. The same is also true with very large heaps that result in longer garbage collection. Certain advanced
garbage collection strategies may alleviate that problem.

CONSOLIDATION
In the consolidation scenario, workloads on a large number of under-utilized systems are consolidated onto
fewer systems. These new systems may use virtual machines running open standards-based operating
systems to contain each workload. This type of scenario is common in environments where customers have
made virtualization of systems a strategic directive. In this scenario, the customer utilizes the chosen virtual-
ization technology to control access to system resources.

CONSOLIDATION SCENARIO

Sun 420R Sun 420R Sun 420R

Red Hat Enterprise Linux
/x86

Sun 420R Sun 420R Sun 420R

Sun 420R Sun 420R Sun 420R

Red Hat Enterprise Linux
/x86

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 Red Hat Consulting Strategic Migration Planning Guide

Advantages:

v Reduced hardware operational costs

v Reduced datacenter footprint

v Greater return on investment (ROI) from the chosen virtualization strategy

Disadvantages:

v Proprietary virtualization technologies can increase capital costs and create a new kind of vendor
lock-in for the customer

DISPERSION
In the dispersion scenario, workloads on one or more large systems are distributed among a number
of smaller systems running open standards-based operating systems. This type of scenario is common
in environments where Enterprise Linux has a growing footprint. Customers can distribute and scale
hardware resources in smaller units across multiple datacenters. While 1U to 4U individual rackmount
systems have traditionally been common in this scenario, the use of blades has been growing in recent
years. Blade servers provide the customer similar advantages with lower operational costs.

DISPERSION SCENARIO

Red Hat Red Hat

Enterprise Linux Enterprise Linux
/x86 /x86

Sun E25K Red Hat Red Hat

Enterprise Linux Enterprise Linux
/x86 /x86

Advantages:

v High performance from newer x86 hardware technologies

v Low capital cost to scale hardware resources

v +LJKpH[LELOLW\ZLWKGHSOR\PHQWDQGUHGHSOR\PHQWRIUHVRXUFHV

Disadvantages:

v When not properly planned, this scenario can result in high operational costs

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 Red Hat Consulting Strategic Migration Planning Guide

AGGREGATION
In the aggregation scenario, workloads for a large number of systems of various sizes are migrated into
a single, large, fault-tolerant hardware platform where Enterprise Linux can be run. This type of scenario
LVFRPPRQLQHQYLURQPHQWVZKHUHWKHFXVWRPHUDOUHDG\KDVDKLJKLQYHVWPHQWLQWKHVSHFLoFKDUGZDUH
platform, and wishes to further leverage the platform to aggregate legacy platforms using Enterprise Linux.
&XVWRPHUVKDYHDFKRLFHRIXVLQJKDUGZDUH/3$5VSDUWLWLRQLQJRUVRIWZDUH]90;HQYLUWXDOL]DWLRQWR
control access to system resources.

Examples of these platforms include:

v IBM System z using Integrated Facilities for Linux (IFL) central processors

v HP Superdome (Intel Itanium-based)

v Fujitsu Primequest (Intel Itanium-based)

AGGREGATION SCENARIO

Sun Fire V490S un Fire V490

Sun Fire V890S un Fire V890 IBM zSeries

Red Hat Enterprise Linux
Sun Fire V490S un Fire V490

Advantages:

v Reduced hardware operational costs

v Reduced datacenter footprint

v Greater ROI derived from existing hardware platform

Disadvantages:

v Without prior investment in the platform, customer will incur a high capital hardware cost

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 Red Hat Consulting Strategic Migration Planning Guide

CLOUD MIGRATION
In the cloud migration scenario, workloads on any number of systems are migrated to run on open stan-
dards-based operating systems in a cloud computing environment. This may be an internal cloud created
by the customer, or an external cloud like those offered from Amazon or Rackspace. This type of scenario
is very new to most customers, though a small number of customers are moving or have moved their
entire operations into a cloud computing environment. Within the cloud, customers have a very high level
of control over resources provided to individual workloads.

CLOUD MIGRATION SCENARIO

Sun 420R Sun 420R

Sun Fire V890

Red Hat Cloud

Sun 420R Sun 420R

Sun Fire V490S un Fire V490

Sun Fire V890

Advantages:

v Resources can be easily scaled up or down as needed for each workload

v Zero hardware costs (when using a public cloud)

v Low investment cost results in fast ROI (when using a public cloud)

v Higher hardware utilization providing better hardware ROI

v 6LPSOLoHGFORXGHQYLURQPHQWSURYLGHVIRUDORZHURSHUDWLRQDOFRVW

Disadvantages:

v Severe outage of cloud or connectivity can cause total loss of access to the operating environment
(when using a public cloud)

v Critical data is stored and processed on systems not owned by the customer, so there may be issues
of compliance and record-keeping (when using a public cloud)

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 Red Hat Consulting Strategic Migration Planning Guide

OTHER CONSIDERATIONS

DIFFERENCES IN JAVA VIRTUAL MACHINE IMPLEMENTATIONS

,QWKHRU\YDULRXVLPSOHPHQWDWLRQVRIWKH-90IROORZWKHVDPHVSHFLoFDWLRQVDQGWKHUHIRUHDQDSSOLFDWLRQRU
DQDSSOLFDWLRQVHUYHUWKDWKDVEHHQGHYHORSHGDQGWHVWHGDJDLQVWRQH-90VHDPOHVVO\ZRUNVZLWKRWKHU-90
implementations as well. While this is largely true, there are exceptions and circumstances where differences
in implementations cause problems. These problems are sometimes the result of misinterpretation of the
VSHFLoFDWLRQE\DYHQGRURUDWRWKHUWLPHVVLPSO\DGHIHFWWKDWKDVQRWEHHQXQFRYHUHGDQGUHVROYHG0RVW
UHODWHWRDVVXPSWLRQVPDGHE\GHYHORSHUVWKDWDUHQRWEDFNHGE\WKHVSHFLoFDWLRQ:KHQIDFHGZLWKXQFHU-
WDLQW\DERXWWKHFRUUHFW-90EHKDYLRUPRUHRIWHQWKDQQRWGHYHORSHUVWHVWWKHDFWXDOEHKDYLRUDQGPDNH
assumptions based on their observations. Unfortunately such assumptions are only valid for the current
-90YHQGRUDQGYHUVLRQDQGPD\QRWEHSDUWRIWKHH[SOLFLWO\VWDWHGVSHFLoFDWLRQV$VVXFKDFKDQJHLQWKH
-90LPSOHPHQWDWLRQPD\RIWHQQHJDWHVXFKDVVXPSWLRQVDQGOHDGWRWKHPLVEHKDYLRURIWKHDSSOLFDWLRQ

CLASSLOADER STRATEGY
7KH-((VSHFLoFDWLRQVKDYHWUDGLWLRQDOO\KDGOLWWOHWRVD\DERXWFODVVORDGLQJVWUDWHJ\DQXQIRUWXQDWH
RPLVVLRQWKDWKDVOHGWRPDQ\FKDOOHQJHVLQ-((SRUWDELOLW\,PSOHPHQWHUVRIWKH-((VSHFLoFDWLRQKDYH
made autonomous decisions on the default class loading behavior for applications that they host, though
PRVWKDYHUHFHQWO\PDGHVXFKEHKDYLRUFRQoJXUDEOH6WLOOWKHGLIIHUHQFHLQWKHGHIDXOWEHKDYLRUDORQHLV
enough to cause much confusion and require days, if not weeks, of troubleshooting in search of the culprit.

:HE6SKHUH$SSOLFDWLRQ6HUYHUSURYLGHVDKLHUDUFKLFDOFODVVORDGHUPRGHOZLWKWKHVWDQGDUGEHKDYLRUWRoUVW
GHOHJDWHWRWKHSDUHQW$IWHUWKH-90H[WHQGHGOLEUDULHVDQG:$6OLEUDULHVWKHKLHUDUFK\HYHQWXDOO\UHDFKHV
WKHDSSOLFDWLRQOD\HULQZKLFKHDFKDSSOLFDWLRQLQFOXGLQJLWV-$5oOHVLVDVVLJQHGDFODVVORDGHUWKDWLVDFKLOG
of the Application Server classloader. When Web Applications exist inside Enterprise Applications, they are
by default given a classloader of their own, which serves as a child to the enterprise application classloader.
,QFRQWUDVW-%RVVRSWVIRUDPXFKVLPSOHUPRGHOZKHUHPRVWRIWKHDUWLIDFWVUHVLGHLQDVLQJXODUpDWFODVV-
ORDGHUE\GHIDXOWEXWDUHKLJKO\FRQoJXUDEOHDQGFDQEHFXVWRPL]HGWRXVHDGHVLUHGDQGSRVVLEO\VKDUHG
classloader.

For an example of a classloader issue resulting from the mismatch of the default behavior of the two
GLIIHUHQWDSSOLFDWLRQVHUYHUVFRQVLGHUWKDWDpDWFODVVORDGHUPRGHOLQ-%RVVFDQPHDQWKDWWZRGLIIHUHQW
web applications with the same class bundled in their library would actually share the same instance of that
class. This is in contrast with the default classloader behavior in WebSphere where that identical class will
load in two different classloaders and be considered two different classes for all intents and purposes. So
in JBoss, the static context between the two classes of the two web applications will be shared, whereas in
:HE6SKHUHWKH\ZLOOEHGLVWLQFW7KLVLVDVLJQLoFDQWEHKDYLRUDOGLIIHUHQFHWKDWFDQKDYHDODUJHLPSDFWEXW
EHGLIoFXOWWRWUDFH

A related issue is the version mismatch of third-party libraries; applications often bundle their third-party
libraries that are already shipped with the application server, but depending on the class loading behavior,
may or may not actually be using their bundled version. It is often easy to forget that with the exception of
DIHZFDVHVkSDUHQWoUVWyLVWKHPRVWFRPPRQFODVVORDGHUGHOHJDWLRQVWUDWHJ\7KLVPHDQVWKDWGHYHORSHUV
will often bundle a certain version of Hibernate, Struts or other commonly used library and use it with a
certain expected behavior, unaware that a different version embedded in the application server may actually
be the one in effect and overriding that of the child classloader. This can cause issues resulting from subtle
functional differences in various versions of libraries that can be hard to troubleshoot.

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 Red Hat Consulting Strategic Migration Planning Guide

3. THE STRATEGIC MIGRATION PROCESS

MIGRATION PROCESS OVERVIEW

PHASE DESCRIPTION DELIVERABLES TYPICAL
DURATION

Phase I: This phase looks at the inventory of Inventory of application servers 24 weeks
Server existing servers, network infrastruc- describing their purpose and general
DUFKLWHFWXUH ture, and applications. This creates a FRQoJXUDWLRQQHWZRUNFRQoJXUDWLRQ
& deployment baseline of existing functionality and hardware Inventory
model load capacity.
Phase II: This phase assesses the individual appli- Prioritized list of applications suitable 212 weeks
Application cations for migration. This will examine for migration. (highly variable,
migration dependencies on proprietary libraries Proprietary libraries used by depending on
assessment DQGDGKHUHQFHWRVSHFLoFDWLRQV applications. number and
complexity of
6SHFLoFDWLRQVLQYROYHGLQPLJUDWLRQ
applications)
Phase III: This phase looks at the application /LVWLQJRIVHUYLFHVFRQoJXUHGE\VHUYHU 46 weeks
Effort and risk VHUYHUVWKHLUFRQoJXUDWLRQDQGVHUYLFHV &OXVWHUVGHoQHGDQGWKHFRQoJXUDWLRQ
assessment deployed. This will determine what func- of each cluster.
tionality will need to be replaced on the Estimated effort in migrating each
servers. It will also assess the amount of application.
effort required for each application and
Identify major risk factors for each
the risks involved in migrating them.
application.
Phase IV: This phase will plan out the migration for Server migration plan detailing the 58 weeks
Server and the servers and the applications. This VHUYLFHVDQGFRQoJXUDWLRQVWKDWPXVW
application will use the information discovered in the be migrated for each server/cluster.
migration plan previous phases to produce a roadmap Application migration plan detailing
for migrating the servers and the appli- library changes and code changes
FDWLRQV7KLVLQFOXGHVGHoQLQJWKH that will be required to migrate each
open source alternatives to proprietary application.
libraries and services.
Phase V: This phase involves the actual migration Successful migration TBD
Migration and successful deployment in the new
implementa- environment.
tion Red Hat Consulting offers a wide variety
of workshops, training, and service offer-
ings designed to help customers imple-
ment their strategic migration plan.

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 Red Hat Consulting Strategic Migration Planning Guide

PHASE I: SERVER ARCHITECTURE AND DEPLOYMENT MODEL

This phase looks at the inventory of existing servers, network infrastructure, and applications. This creates
a baseline of existing functionality and load capacity. This is a critical phase.

INFRASTRUCTURE ANALYSIS
The infrastructure includes the full ecosystem in which the application server operates.

v Datacenters: How many are there? What are their missions? Are they interconnected?
Is there a failover strategy between datacenters?

v +DUGZDUH6HUYHUVORDGEDODQFHUVQHWZRUNURXWHUVLIFOXVWHULQJGDWDEDVHVHUYHUVoOHVHUYHUV

v Software: Load balancing, static web server, dynamic web server, GUI, etc.

v Ancillary services: This will include messaging, portal, AOP, injection, caching, etc.

v Development environment: What IDEs, how are they used, what methodology are they using?

v Applications: What applications run on the servers and which ones are business critical?

INFRASTRUCTURE ELEMENT

Datacenter one or multiple

Network protocols, routers, DMZ,
Hardware servers load balancers, database, application, web
Applications web, Java EE, SOA
Development platforms Eclipse, JBoss Developer Studio, Rational Application Developer, etc.
Source control &96691*,7&OHDU&DVH
Build Ant, Maven

PHASE II: APPLICATION MIGRATION ASSESSMENT

In order to be aware of the full scope of migration, it is important to assess what technologies are currently
used by the applications and their migration targets. The typical enterprise application makes use of several
technologies for security, caching, clustering, and injection. These technologies are largely hidden from the
average application developer and they might not be aware of them, but they can have a major impact on
the performance and scalability of the application.

Failing to plan for the migration of these technologies can create serious challenges. These will generally
crop up at the end of a migration project when performance testing is carried out. So it is vital to assess
QRWRQO\WKHWHFKQRORJLHVEXWDOVRWKHVSHFLoFIHDWXUHVXVHGLQRUGHUWRGHWHUPLQHWKHPRVWDSSURSULDWH
alternative.

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 Red Hat Consulting Strategic Migration Planning Guide

COMMON APPLICATION SERVER MAPPING

COMPONENT FEATURES JBOSS EAP

Monitoring and 5HPRWHFRQWURODQGFRQoJXUDWLRQWKUHVKROG JBoss admin console, standard JMX interface,

management QRWLoFDWLRQHWF threshold alerts
Web server Servlet container, state replication Embedded Tomcat, JSP and servlet spec imple-
PHQWDWLRQFRDUVHJUDLQHGDQGoQHJUDLQHG
in-memory replication
Messaging Participate in transactions, persistence of JBoss messaging, message distribution and
messages, bridges outside cluster, JMS rebalancing, persistent and transactional
VSHFLoFDWLRQV
Caching Transactional, distributed, object graph JBoss cache, serialized and AOP-based
support replication
Clustering and Layered replication, transaction-safe replica- -%RVVFOXVWHUFRQoJXUDWLRQUHSOLFDWLRQ
replication WLRQoQHJUDLQHG support using JGroups
Persistence 6XSSRUWHGGDWDEDVHVVXSSRUWIRUpDWoOH JDBC connection pooling, Hibernate, security
systems, hybrid data stores, transaction data stores, and transactional data sources
support, and database feature support
Security Authentication, authorization, single sign-on, -$$6FRPSOLDQWORJLQPRGXOHVpDWoOH
-$$6-$&&VXSSRUWFHUWLoFDWHVXSSRUW database and LDAP support, SSO support
Aspect-oriented Cross-cutting concerns JBoss AOP
programming
Injection Standard injection support Support for JEE injection standards
Presentation layer: Compatibility and support for presentation Support and implementation of common
JSP, JSF, Facelets, standards standards
tag libraries
Transaction Reliable transactional behavior, distributed, JBoss transactions, reliable transaction
manager support for latest technology support, distributed, support for web service
transaction standards

$NH\HOHPHQWRIDSSOLFDWLRQPLJUDWLRQZLOOEHWKHLGHQWLoFDWLRQRISURSULHWDU\OLEUDULHVWKDWPD\KDYHEHHQ
used in the development of the application. JBoss provides a Migration Analysis Tool (MAT) for assessing
the amount of proprietary code that will have to be switched out for open source libraries. Details for using
it can be found at:

KWWSFRPPXQLW\MERVVRUJZLNL-%RVV0$660LJUDWLRQ$VVHVPHQW7RRO*HWWLQJ6WDUWHG

More information is available from:

http://www.jboss.org/mass/MAT.html

7KHQH[WVWHSZLOOEHWRLGHQWLI\UHTXLUHGFRQoJXUDWLRQVDQGSRWHQWLDOJDSVEHWZHHQH[LVWLQJIHDWXUHVHWVDQG
open source capabilities. There are nearly always open source equivalents, or equivalents can be produced
with relatively minor customizations.

)LQDOO\DQDVVHVVPHQWVKRXOGEHPDGHRIWKHGLIoFXOW\RIPLJUDWLRQIRUHDFKDSSOLFDWLRQ2QHVKRXOGSODQ
WRRUGHUWKHPLJUDWLRQSURFHVVIURPHDVLHVWWRPRVWGLIoFXOW6WDUWLQJZLWKWKHHDVLHVWDSSOLFDWLRQVZLOOEXLOG
NQRZOHGJHDQGFRQoGHQFHLQ\RXUWHDP

22 www.jboss.com
 Red Hat Consulting Strategic Migration Planning Guide

PHASE III: EFFORT AND RISK ASSESSMENT

After studying the deployment architecture and inventorying the applications and technologies that will
be involved in the migration, we are in a position to estimate the effort and risk of the migration. Risk and
effort assessment will include both technical and organizational components.

Using the technical analysis from the previous sections, we can begin the technical effort and risk assess-
ment. This will focus on:

1. Technical analysis

v Scope

v Number of servers, datacenters, and applications to be migrated

v Technology gap analysis

v Features that dont immediately map to open source alternatives

v &RQpLFWLQJFRQoJXUDWLRQUHTXLUHPHQWV

v $GKHUHQFHWRVSHFLoFDWLRQV

v Use of proprietary IDEs that embed proprietary libraries

v Library selection

2. Organizational analysis

Organizational factors will generally prevail over technical factors. Technical factors can be easily delin-
eated and addressed. Organizational factors lie beneath the surface and can derail efforts. Seemingly
small hurdles can become insurmountable if the organization is unprepared or unwilling to address them.
Without a plan for addressing issues, the organization can quickly become focused on minor shortcom-
ings and overlook major opportunities for migrating to open source.

7KHoUVWVWHSLQDGGUHVVLQJRUJDQL]DWLRQDOULVNIDFWRUVLVWRDQDO\]HRUJDQL]DWLRQDOLVVXHVDQGULVNV
This will provide a roadmap for preparing the organization for the migration. Organizational readiness
factors include.

v Training and knowledge gaps v Cultural factors

v Is the staff knowledgeable about the v Bottom-up versus top-down

technology or merely comfortable with decision making
existing tools?
v High quality versus low cost
v Has the organization adopted a process
v Leading versus trailing edge
for developing and deploying software?
v Budget
v Workload factors
v CAPEX versus OPEX
v Will the current staff have time to perform
current workload tasks and also participate v TCO versus ROI
in training and migration work?

v :LOOWKHUHEHVXIoFLHQWKDUGZDUHWRGHSOR\
and test new servers before putting them
into production?

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 Red Hat Consulting Strategic Migration Planning Guide

Taking these considerations into account for the migration plan will avoid unpleasant surprises and produce
a successful migration.

$VWUHQJWKZHDNQHVVRSSRUWXQLW\DQGWKUHDWV6:27DQDO\VLVFDQKHOSGHoQHWKHRUJDQL]DWLRQDOUHDGLQHVV

It basically helps the organization match up strengths and weakness, opportunities and threats, and then
develop a plan to leverage strengths to overcome weaknesses.

SWOT ANALYSIS

STRENGTHS WEAKNESSES
vIT staff trained in relevant standards and technologies vReduced budget
v,7VWDIIJURZLQJVSHFLoF-%RVVNQRZOHGJH vReliance on proprietary integrated development
vApplications follow WAR and EAR formats environments
vUse of open IDEs
OPPORTUNITIES THREATS
vBudget cuts vNon-standards based deployments
vLicensing coming up for renewal vNo budget for training
vNeed to expand capacity beyond the current licenses vAll resources are currently fully loaded
vIntegration of multiple platforms due to acquisition vNo budget for expanding capacity for migration
or standardization

3. Migration risk assessment

There are risks common to all migrations. By understanding them and preparing for them upfront,
we can minimize the risk posed to the migration effort. JBoss offers training, consulting, and tools
for migrations.

Migration is a specialized skill that may not be worth developing internally. Even if the migration effort
will be extensive enough to justify training an internal team to do it, the company may wish to utilize
outside expertise.

RISK LIKELIHOOD OF POTENTIAL STRATEGY

OCCURRENCE IMPACT

Training Formal classes and workshops can be provided to support

High High
budget migration efforts.
It will be important to have hardware similar to the produc-
Staging
Medium Medium WLRQHQYLURQPHQWWRIXOO\WHVWFRQoJXUDWLRQVDSSOLFDWLRQV
hardware
and installation.
Proprietary tools from WebLogic and WebSphere will make
Use of heavy use of proprietary libraries. In their code generation,
proprietary Medium High they will generate classes that extend or implement propri-
IDE tools etary classes. We can use the JBoss MASS project and MAT
in particular for identifying potential migration issues.

24 www.jboss.com
 Red Hat Consulting Strategic Migration Planning Guide

PHASE IV: SERVER AND APPLICATION MIGRATION PAN

Once the risk and effort analysis has taken place, it is critical to begin thinking about how to design
a standard operating environment (SOE) upon which to migrate. An SOE is an organizations standard
implementation of the core operating system and middleware components. It can include the base
RSHUDWLQJV\VWHPWKH-((FRQWDLQHUFXVWRPFRQoJXUDWLRQVVWDQGDUGDSSOLFDWLRQVXVHGZLWKLQDQ
organization, software updates, and service packs.

2QFHDQDSSOLFDWLRQVHWKDVEHHQLGHQWLoHGDVWDQGDUGL]HGFRQoJXUDWLRQEDVHGRQDQ62(DSSURDFKZLOO
EHFUHDWHGIRUUDSLGDQGFRQVLVWHQWGHSOR\PHQW$Q62(FRQoJXUDWLRQFRQVLVWVRIDVHWRIWHVWHGKDUGZDUH
WHVWHGVRIWZDUHDQGFRQoJXUDWLRQVGHSOR\HGZLWKLQD-%RVVHQYLURQPHQW7KH62(FRQoJXUDWLRQZLOOEH
fully aligned to your technical and business requirements, dramatically reduce deployment time, simplify
maintenance, increase stability, and reduce support and management costs.

In some cases, multiple SOEs will be required and the next step in the migration plan is to determine how
PDQ\GLIIHUHQWVHUYHUFRQoJXUDWLRQVZLOOEHQHFHVVDU\WRVXSSRUWDOOWKHDSSOLFDWLRQVDIWHUWKHPLJUDWLRQ
0XOWLSOHVHUYHUFRQoJXUDWLRQVPD\EHQHFHVVDU\EHFDXVHGLIIHUHQWDSSOLFDWLRQVUHTXLUHFRQpLFWLQJFRQoJ-
urations, throughput versus latency, special deployments, or because the expected load requires special
KDUGZDUHIRUVRPHDSSOLFDWLRQV7KHNH\LVWRNHHSWKHQXPEHURIFRQoJXUDWLRQVDVVPDOODVSRVVLEOHZKLOH
meeting the functional and non-functional goals of your environment.

2QFHWKHQXPEHURIFRQoJXUDWLRQVKDVEHHQGHWHUPLQHGLWZLOOEHLPSRUWDQWWRNQRZZKLFKDSSOLFDWLRQV
ZLOOEHGHSOR\HGWRZKLFKVHUYHUV)URPWKLVSRLQWFRQoJXUDWLRQRIWKHLQGLYLGXDODSSOLFDWLRQVFDQEHJLQ
,QGLYLGXDODSSOLFDWLRQVFDQEHFRQoJXUHGWRXVHGLIIHUHQWFODVVORDGHUVLQWHUFHSWRUVWDFNVFDFKHV85/V
DQGPDQ\RWKHUFRQoJXUDWLRQRSWLRQV

3ODQWRSURYLGHWUDLQLQJIRUWKHWHDPWRFRPSHQVDWHIRUNQRZOHGJHJDSVWKDWZHUHLGHQWLoHGLQWKHHDUOLHU
risk and effort assessment. With the migration of applications scheduled, training can be planned to coincide
with the need for that knowledge in the migration effort. Arranging the training schedule so that the migra-
WLRQWHDPoUVWHQFRXQWHUVWKHSUREOHPZRUNVZLWKLWDQGWKHQJHWVWUDLQLQJLQWKHUHOHYDQWWHFKQRORJ\FDQ
EHDYHU\HIoFLHQWZD\RIDGYDQFLQJWKHPLJUDWLRQSURMHFW

&RVWHVWLPDWLRQDQGWLPHOLQHoQDOL]DWLRQZLOOEHWKHQH[WLWHPVWRDGGUHVV&RVWHVWLPDWLRQZLOOIRFXV
on the following areas:

v &RVWRIVWDJLQJKDUGZDUHWKDWZLOOEHXVHGIRUWHVWLQJVHUYHUVDQGFRQoJXUDWLRQV

v &RVWRIGHYHORSLQJH[WHQVLRQVWRH[LVWLQJRSHQVRXUFHVRIWZDUHWRoOOJDSVZKHQPRYLQJRII
proprietary software

v Migrating applications can be grouped for costestimation based on whether they need source
FRGHFKDQJHVRUMXVWVLPSOHFRQoJXUDWLRQFKDQJHV

v Training costs

v Savings from reduced software costs

v Savings from re-deployed hardware

www.jboss.com 25
 Red Hat Consulting Strategic Migration Planning Guide

PHASE V: MIGRATION IMPLEMENTATION

Once a migration plan has been formed, one or more corresponding project plans can be designed and
implemented. It is important for major milestones in the project plans to follow those of the migration
plan and that training and resource availability conform to the migration plan.

Red Hat resources are available to ensure success in migration and include public and private training
as well as development and production support and consulting.

4. ENTERPRISE SERVICES
In the current economic climate, its critical to make the most of the technologies currently deployed
while still looking for opportunities to carve out costs. Red Hat Enterprise Consulting Services provides
the expertise and knowledge transfer to help your organization realize a faster time to value and improved
migration experience.

ENTERPRISE-CLASS CONSULTING DELIVERED BY SUBJECT MATTER EXPERTS

Partnering with Red Hat Consulting to plan a middleware migration ensures success by combining proven
best practices and methodologies with the experience and expertise of Red Hat consultants. With Red Hat,
risks are mitigated better, implementation time is reduced, and as a result, the cost of the migration itself
is lower. A Red Hat consultant will ensure that the migration team has the knowledge and support needed
to complete the job with minimal disruption to IT operations.

Red Hat Consulting has a proven track record helping customers do more with less by fully utilizing the
value of their subscriptions. Our global team of consultants includes architects and engineers who are
JBoss product experts. Cumulatively, they have years of experience integrating JBoss Application Server
into unique and varying environments always ensuring maximum performance and value.

TRAINING TO IMPROVE PRODUCTIVITY AND PERFORMANCE

By investing in the expertise of your IT staff, you can help ensure optimal system performance, enhance
productivity, and mitigate risk. Award-winning training offerings from Red Hat give your team the skills
DQGFRQoGHQFHQHHGHGWRPD[LPL]H\RXURSHQVRXUFHLPSOHPHQWDWLRQ

MIDDLEWARE CONSULTING SERVICES

%\HQJDJLQJ5HG+DW&RQVXOWLQJ6HUYLFHV\RXEHQHoWIURP\HDUVRIH[SHULHQFHLQWKHGHVLJQDQG
deployment of Java-based middleware on both open-source and closed-source software platforms. This
expertise in closed-source middleware platforms helps Red Hat Consulting quickly identify and overcome
the potential risks and hidden costs of porting applications within your portfolio to the JBoss platform.
Red Hat Consulting has unique expertise with the JBoss Platform that helps ensure that your migration
results in applications that are designed to work with future versions of the JBoss platform, as well as the
current version.

26 www.jboss.com
 Red Hat Consulting Strategic Migration Planning Guide

Red Hat Consulting provides a wide range of services around migration to the JBoss Platform, including:

v Migration assessments Review some or all of your current applications to identify costs, risks, and
detailed estimates of the effort required to migrate your applications to the JBoss platform.

v Application migrations Convert your existing applications from closed-source middleware systems
to the open JBoss Platform to help reduce licensing costs, minimize vendor lock-in, and increase open
standards compliance, where possible and cost-effective.

v $UFKLWHFWXUHUHYLHZVDQGUHFRPPHQGDWLRQV Provide ongoing guidance for your JBoss use and future
application development. Help align your technical roadmap with the standards and features planned
for future versions of the JBoss platform.

And because each project is unique, Red Hat Consulting will work with you to understand your current
environment and the most appropriate scope of work to successfully migrate your applications to JBoss
and maintain and enhance them in the future.

5HG+DW&RQVXOWLQJXVHVGHYHORSHGWRROVSURYHQPHWKRGRORJLHVDQGH[SHULHQFHJDLQHGLQWKHoHOGWKURXJK
numerous migrations to help guide clients through a smooth and safe process.

PLATFORM CONSULTING SERVICES

:LWKDOOPLJUDWLRQHIIRUWVKDYLQJDVROLGLQIUDVWUXFWXUHWKDWSURYLGHVDVFDODEOHIRXQGDWLRQLVWKHoUVWVWHS
Red Hat infrastructure migration planning services provide a detailed evaluation of your IT environment
and deliver strategic recommendations for simplifying your IT infrastructure as you migrate. The result?
<RXFDQUHGXFH,7FRVWVZKLOHFUHDWLQJDVFDODEOH,7LQIUDVWUXFWXUH

Red Hat provides a foundation based on the standard operating environment (SOE) approach, in order
to ensure a successful migration and a solid foundation for your organizations continued growth.

BENEFITS OF AN SOE
v 6LPSOLoHGDUFKLWHFWXUH2QHFRGHEDVHWKDWFDQEHGHSOR\HGRQGLIIHUHQWEUDQFKHVDQGVHUYLFHV
Support different platforms (workstations, servers, or mainframes) from the same build process.

v )OH[LEOHDQGUDSLGGHSOR\PHQW*UDQWVWKHDELOLW\WRWDNHDVHUYHUIURPEDUHPHWDOWRIXOO\FRQoJXUHG
LQOHVVWKDQWHQPLQXWHV(QVXUHVLGHQWLFDOFRQoJXUDWLRQDQGWKHDELOLW\WRFRPSDUHPDFKLQHVIURPD
centralized GUI interface, which is useful when searching for anomalies.

v Security: Enforce security policy across different machines and distributed datacenters.

v Centralized management: Manage different types of machines with different functionality remotely.
Also includes the ability to delegate responsibility to regional or provincial management.

&HQWUDOL]HGFRQoJXUDWLRQPDQDJHPHQW(QIRUFHFRQoJXUDWLRQVFKHGXOHFRQoJXUDWLRQXSGDWHVFRPSDUH
FRQoJXUDWLRQVDQGTXHU\FXUUHQWFRQoJXUDWLRQ

www.jboss.com 27
 Red Hat Consulting Strategic Migration Planning Guide

STANDARD OPERATING ENVIRONMENT DIMENSIONS

System Identity
management management

Data Security
management management

Systems management: Evaluates and documents current systems management infrastructure. Recommen-
dations will be provided regarding the management of systems and software post-migration and how to
incorporate Red Hat Enterprise Linux into existing change management processes and systems.

Service includes:

v Bare-metal and virtual platform provisioning

v Linux software build and deployment

v Monitoring and performance management

Identity management: Determines and documents current identity management policy. Recommen-
dations are provided for integrating Enterprise Linux systems into existing authentication and authori-
zation infrastructures or for migrating existing directory solutions to open source software.
Service includes:

v User and group management

v PKI infrastructure

v Policy creation and enforcement

Data management: Determines and documents availability requirements for migrated services.
The architect will design a strategy for meeting those requirements with a mixture of storage and
clustering technologies.

28 www.jboss.com
 Red Hat Consulting Strategic Migration Planning Guide

Service includes:

v High-availability clusters

v 'LVWULEXWHGoOHV\VWHPV

v Load-balancing solutions

v Disaster recovery

v Systems and data backup

v Data recovery

v Bare-metal recovery

6HFXULW\PDQDJHPHQW,GHQWLoHVDQGGRFXPHQWVFXUUHQWFRUSRUDWHVHFXULW\SUDFWLFHVDQGSURFHGXUHV
for Linux as well as requirements for migrated services. A thorough understanding of the end-user
requirements is necessary.

Service includes:

v Operating system hardening

v Emergency security errata patching

v Security auditing and reporting

v Compliance requirements and remedial action

Within each of the above areas, a gap analysis is performed to assess the existing infrastructure and
processes that support the Enterprise Linux operating system versus the support of other operating
systems within your IT environment. This analysis is conducted using industry-standard practices and
industry-proven methodologies.

2QHRIWKHDGGLWLRQDOEHQHoWVRIWKHVHWDVNVLVWKDW5HG+DWZRUNVVLGHE\VLGHZLWK\RXUWHDPPHPEHUV
to provide hands-on mentoring, real-time knowledge share, and valuable guidance as your teams encounter
issues or have questions.
Red Hat Consulting offers a comprehensive suite of end-to-end solutions to help your business realize
WKHEHQHoWVRI\RXULQYHVWPHQWIDVWHUQRPDWWHUZKHUH\RXDUHLQ\RXUGHSOR\PHQWF\FOH

RED HAT CONSULTING DESCRIPTION

SOLUTION

Combines proven best practices with the expertise of Red Hat Consultants to plan
Assessment
a safe, stable migration.
4XLFN6WDUW Accelerates project completion and time to value.
Implementation &RPSUHKHQVLYHLQVWDOODWLRQFRQoJXUDWLRQDQGGHSOR\PHQWRIQHZWHFKQRORJLHV
9DOLGDWHVLQVWDOODWLRQDQGFRQoJXUDWLRQRIWKHWHFKQRORJ\WRLGHQWLI\LVVXHVWKDW
Health Check
impact your business.
Troubleshoots and resolves issues, thus increasing business effectiveness and
Optimization
reducing costs.

www.jboss.com 29
 Red Hat Consulting Strategic Migration Planning Guide

If youre ready to begin your migration initiative, e-mail or call us, and well have a conversation to determine
how we can best support you and your organization.

Tel: 1 (866) 273-3428 x44555 or UHGKDWFRQVXOWLQJ#UHGKDWFRP

TRAINING
When migrating platforms, it is critical to ensure that you have a skilled staff who can maximize performance
beyond initial deployment. Hands-on training from Red Hat is offered and suggested to teach organizations
RSWLPDOPDQDJHPHQWWHFKQLTXHVHIIHFWLYHWURXEOHVKRRWLQJDQGWKHDELOLW\WRPDLQWDLQLPSURYHGHIoFLHQ-
cies across the entire system. Training leads to rapid, successful deployments and ensures your staff has the
skills and knowledge to keep your IT organization running smoothly.

5HG+DW7UDLQLQJDQG&HUWLoFDWLRQSURJUDPVDUHZLGHO\UHFRJQL]HGDVDFRVWHIIHFWLYHKLJKLPSDFWZD\WR
improve operations for the long haul. In fact, for the past four years IDC has ranked Red Hat a leader in IT
education. With training, your staff can better manage systems, quickly troubleshoot problems, and improve
HIoFLHQF\DFURVVDOOV\VWHPV

9DULRXV5HG+DWWUDLQLQJFRXUVHVDUHDYDLODEOHDQGZKLOHVRPHKDYHSUHUHTXLVLWHVWKHUHDUHFRXUVHV
available for those without prior Java or JEE experience. Regardless of experience level or training goals,
Red Hat Training has the right course and training path that will build on and leverage existing industry
experience.

Ways to Train: Whether you need to train a team of IT Professionalsor just yourselfRed Hat offers a
YDULHW\RIOHDUQLQJVW\OHVGHOLYHU\PHWKRGVFHUWLoFDWLRQVVDYLQJVSURJUDPVDQGFXVWRPL]HGVROXWLRQVWR
maximize return on your Red Hat enterprise investment.

v Classroom training: Robust, six-month schedule of classroom training in more than 40 locations across
North America.

v 9LUWXDO7UDLQLQJ6DPHLQGXVWU\UHFRJQL]HGFODVVURRPWUDLQLQJZKLOHPDLQWDLQLQJDSDUWLDOZRUNVFKHGXOH
and achieving cost savings objectives.

v 2QVLWH7UDLQLQJ$WRIoFHVRXUWUDLQLQJYHQXHVRUKRVWHGLQDYLUWXDOHQYLURQPHQWDOVRSURYLGHVWKH
RSWLRQRIFXVWRPL]LQJWKHFRXUVHFRQWHQWWRPHHW\RXUVSHFLoFWUDLQLQJUHTXLUHPHQWV

VALUE OF JBOSS ENTERPRISE MIDDLEWARE TRAINING

<RXUWHDPLV\RXUPRVWYDOXDEOHDVVHW%\LQYHVWLQJLQWKHH[SHUWLVHRI\RXUVWDII\RXFDQHQVXUHRSWLPDO
system performance, enhance productivity, and mitigate risk. When you include hands-on JBoss Enterprise
Middleware training as part of your deployment and maintenance strategy, you can maximize the value of
your JBoss technology investment and reach new productivity heights.

INDUSTRY-LEADING, ROLE-BASED TRAINING

Red Hat uses best-of-breed contemporary teaching approaches to ensure maximum skills transfer and reten-
tion. This includes actively engaging students in task-focused activities, lab-based knowledge checks, and
facilitative discussions. In addition, our course materials provide job aids, exercise reinforcement, and task-
based reference material. Industry-leading, role-based training can increase a companys return on invest-
ment (ROI) and an IT professionals productivity.

30 www.jboss.com
 Red Hat Consulting Strategic Migration Planning Guide

PROVEN COMPETENCIES THROUGH PERFORMANCE-BASED TESTING

3HUIRUPDQFHEDVHGFHUWLoFDWLRQVIURP5HG+DWDUHDPRQJWKHPRVWKLJKO\UHJDUGHGLQWKH,7LQGXVWU\7KHLU
success stems from a solid track record of benchmarking and hands-on skills assessment. Because of this
PHWKRGRIWHVWLQJRXUFXVWRPHUVFDQEHDVVXUHGWKDWFHUWLoFDWLRQSURIHVVLRQDOVRQWKHLUWHDPVKDYHGHPRQ-
strated the skills needed to perform the required tasks in actual IT environments.

&RXUVHV: The following table lists standard courses offered by Red Hat for JBoss Enterprise Middleware.
Customized education opportunities are also available on a per-customer basis.

COURSES

-%RVV$SSOLFDWLRQ$GPLQLVWUDWLRQ-%
Red Hats most popular JBoss course, JBoss Application Administration, focuses on installation and deployment issues
ZLWKWKH-%RVV$SSOLFDWLRQ6HUYHUDVZHOODVFRQoJXULQJWKHVHUYHUIRUSURGXFWLRQXVDJH
-%RVV(QWHUSULVH$SSOLFDWLRQ'HYHORSPHQW-%
Intended for entry to mid-level Java developers, the JBoss Enterprise Application Development course will expose
VWXGHQWVWR-%RVV-DYD((IUDPHZRUNVVSHFLoFDWLRQVDQGLQWHUIDFHV$3,V
$GYDQFHG-%RVV(QWHUSULVH'HYHORSPHQW-%
JBoss Enterprise Development dives into the JBoss Enterprise Application Platform (EAP) with an emphasis on
advanced Java EE application programming interfaces (APIs).
-%RVV6HDP'HYHORSPHQW-%
7KH-%RVV6HDP'HYHORSPHQWFRXUVHWHDFKHVH[SHULHQFHG-DYDGHYHORSHUVKRZWRHIoFLHQWO\XVH6HDPWRLQWHOOLJHQWO\
tie components together and manage increasingly complex IT systems.
-%RVV+LEHUQDWH7HFKQRORJ\-%
The JBoss Hibernate Technology (JB297) course gives Java developers the knowledge and skills required to leverage
the powerful Java Hibernate Application Stack.
-%RVV(QWHUSULVH62$-%
The JBoss Enterprise SOA course provides developers with real-world examples, integration patterns, and strategies
for integrating enterprise systems and legacy applications via a common, services-based architectural style.

www.jboss.com 31
 Red Hat Consulting Strategic Migration Planning Guide

To access a complete, interactive, or PDF/printer-friendly version of the complete JBoss Enterprise

Middleware course catalog, please visit https://www.redhat.com/training/catalog/.

Red Hat training specialists can help identify your staff training requirements and what level of training
is needed. Contact Red Hat at WUDLQLQJBVDOHV#UHGKDWFRP to craft a custom corporate training plan to
meet the needs of your group.

5. SUCCESSFULLY MIGRATED CUSTOMERS

UNION BANK, N.A.

CATEGORY: Superior Alternatives

INDUSTRY: Financial Services

GEOGRAPHY: Headquarters: San Francisco, CA

BUSINESS CHALLENGE: An aging and costly IT infrastructure was impeding the ability of Union Bank to
scale to growth and respond agilely to changing market dynamics

MIGRATION PATH: UNIX on high-end RISC machines to Red Hat Enterprise Linux running on Intel Xeon
based HP servers; WebSphere to JBoss Enterprise Application Platform.

SOFTWARE: Red Hat Enterprise Linux, Red Hat Network Satellite, JBoss Enterprise Application Platform,
JBoss Seam, JBoss Hibernate, Red Hat Consulting

HARDWARE: More than 150 Intel Xeon processor-based HP ProLiant servers

BENEFITS:,PSURYHGUHOLDELOLW\DQGVFDODELOLW\FXWFRVWVDQGGHOLYHUHGQHZoQDQFLDOVHUYLFHVDQGSURGXFWV
to market faster

BACKGROUND

Union Bank, N.A., headquartered in San Francisco, is a full-service commercial bank providing an array of
oQDQFLDOVHUYLFHVWRLQGLYLGXDOVVPDOOEXVLQHVVHVPLGGOHPDUNHWFRPSDQLHVDQGPDMRUFRUSRUDWLRQV8QLRQ
%DQNLV&DOLIRUQLD
VoIWKODUJHVWEDQNE\GHSRVLWV7KHEDQNKDVEDQNLQJRIoFHVLQ&DOLIRUQLD2UHJRQ
DQG:DVKLQJWRQDQGWZRLQWHUQDWLRQDORIoFHV,WVKROGLQJFRPSDQ\8QLRQ%DQ&DO&RUSRUDWLRQLVWKHWK
largest commercial bank holding company in the U.S. based on assets at March 31, 2009.

Union Bank migrated its operating platform from AIX to Red Hat Enterprise Linux and its middleware envi-
ronment from WebSphere to JBoss to support its mission critical applications at an improved price with
greater performance and less up-keep. Union Bank used open source solutions to increase time to market,
reliability and return on investment.

BUSINESS CHALLENGE

:KHQ0RN&KRHMRLQHG8QLRQ%DQNLQHDUO\DVFKLHIWHFKQRORJ\RIoFHUWKH8QLRQ%DQN,7LQIUDVWUXF-
ture faced a host of challenges similar to those of many other companies at the time, mainly increasing costs
and resources associated with the maintenance and upkeep of legacy systems.

Over the years, Union Banks IT infrastructure had grown increasingly large, cumbersome, and complex. Not
only was it costly to operate and maintain, but it couldnt scale to accommodate the banks rapid expansion
LQWRQHZPDUNHWV6\VWHPDYDLODELOLW\ZDVDOVRDFRQWLQXLQJFKDOOHQJH$QGDVWKHoQDQFLDOVHUYLFHVLQGXVWU\

32 www.jboss.com
 Red Hat Consulting Strategic Migration Planning Guide

expanded into electronic banking products, Union Banks reliance on IT was increasing. The bank thus
required an IT infrastructure that could speed new products to market with rock-solid reliability and avail-
ability, and which could also scale as needed.

The hardware environment embraced a big box approach with a few massive servers at strategic locations
WKDWRIIHUHGOLWWOHUHOLHIZKHQVLJQLoFDQWLPSDFWVRFFXUUHG7KLVHQYLURQPHQWUHTXLUHGWUHPHQGRXVRYHUKHDG
with constant monitoring and management of server problems.

The IT department at Union Bank was also under pressure to reduce the total cost of ownership (TCO) of its
overall IT operations. The solution needed to deliver a robust disaster recovery environment with minimal
mean-time-to-restore (MTTR) and maximum mean-time-between-failures (MTBF) times. Finally, the solution
needed to better leverage Union Banks most highly skilled IT workers. By enabling valued staff workers to
reduce the day-to-day support required by overhead-intensive legacy systems, productivity would improve,
and the banks IT department could move from a reactive to proactive support model.

First and foremost, we needed to improve system availability, said Choe. Secondly, we needed to speed
WLPHWRPDUNHWRIQHZoQDQFLDOVHUYLFHVSURGXFWV$QGDWWKHHQGRIWKHGD\ZHQHHGHGWRGHFUHDVHWKHFRVW
per transaction of delivering services.

SOLUTION

Union Bank immediately focused on the task of establishing a new and innovative technology environment.
7KHoUVWGHFLVLRQWRFUHDWHDQHZRSHQVRXUFHEDVHGHQWHUSULVHZLGH,7SODWIRUPWRREWDLQLPSURYHGDYDLO-
ability, agility, scalability and reduced TCO (total cost of ownership), while enabling the support of the banks
growing IT needs and better alignment with the banks overall business plan.

k:HGLGWKUHHVSHFLoFWKLQJVyVDLG&KRHk)LUVWZHPLJUDWHGRXUHQWLUH:HEEDVHGLQIUDVWUXFWXUHRYHUWR5HG
Hat Enterprise Linux so we could go from a scale-up to a scale-out architecture. Next, we ported our teller
platform over to JBoss. And third, we wrote a brand new Web-based cash management application built on
the entire Red Hat technology stack: Red Hat Enterprise Linux, JBoss, Hibernate, and SEAM.

The strategy started at the operating platform level by replacing the aging UNIX based RISC servers with
commodity x86 machines running Red Hat Enterprise Linux, and migrating to JBoss Enterprise Application
Platform at the application server level. Union Bank initially utilized Red Hat Network to set up centralized,
secure management of its Red Hat Enterprise Linux systems.

8QLRQ%DQNWRRNDGYDQWDJHRI5HG+DW&RQVXOWLQJWRDVVLVWWKH,7JURXSZLWKWKHLQLWLDOGHVLJQRIWKHoUVW
phases of deploying the new architecture and Web-based applications. The banks infrastructure and appli-
cation development teams attended Red Hat Training to learn valuable tools and lessons on integration and
migration issues.

The new strategy also encompassed building a new data center that leveraged virtualization technology
on top of Red Hat Enterprise Linux to dramatically reduce the banks hardware footprint. The bank is very
serious about its green initiative, and Red Hat Enterprise Linux is a key part of that, said Choe.

One of the most strategic projects was to replace the banks operating system environment on branch teller
systems with JBoss Enterprise Application Platform running on Red Hat Enterprise Linux. Within just months,
the Union Bank development staff was able to create a silent JBoss deployment package and distribute it
remotely to over 330 production branch servers.

www.jboss.com 33
 Red Hat Consulting Strategic Migration Planning Guide

The JBoss-based teller application has been running successfully at the 330 branch sites ever since, said
Choe. The small footprint of JBoss has freed up much needed space on each branch server and has laid
the groundwork for future expansion. We plan to migrate other customer-facing web applications from
WebSphere to JBoss Enterprise Application Platform.

BENEFITS

Union Banks innovative approach to its IT re-architecture has resulted in improvements to system avail-
DELOLW\VFDODELOLW\DQGUHVLOLHQF\LQFUHDVHG52,HQKDQFHGVHFXULW\SURYLVLRQLQJFRQoJXUDWLRQPDQDJHPHQW
and improved time to market.

7KHPRVWVLJQLoFDQWEHQHoWVKDYHEHHQLPSURYHGV\VWHPDYDLODELOLW\VFDODELOLW\DQGUHVLOLHQF\DVZHOODV
increased ROI. Upon migrating to Red Hat Enterprise Linux, there have been improvements of the banks
hardware infrastructure, as seen by improved mean-time-to restore (MTTR), and mean-time-between-fail-
ures (MTBF).

The return on investment (ROI) was also substantial. For example, the large RISC machines were running at
less than 50 percent capacity. To ensure redundancy, the bank needed to double its hardware investment to
allow for failover. With Red Hats commodity model, we were able to spread the load over multiple machines
and reduce our overall spend by approximately 80 percent, said Choe. And these savings dont take into
account the reduced maintenance costs of moving to the Red Hat platform, which is easier and therefore
cheaper to maintain.

$GGLWLRQDOO\EHFDXVHDSSOLFDWLRQSHUIRUPDQFHLQFUHDVHGVLJQLoFDQWO\XQGHUWKHQHZ-%RVVDQG5HG+DW
architecture, the bank was able to reduce the time-to-market of new products. The bank was also able to
improve customer service by boosting the performance of its teller application. The success of that project
JLYHVXVFRQoGHQFHWRWDFNOHWKHUHVWRIRXUEURZVHUEDVHG:HEDSSOLFDWLRQVZLWKD-%RVVVROXWLRQyVDLG
Choe.

The move from a vertical to a horizontal architecture and process enhancement have improved both system
availability and resiliency, which allows the bank to absorb normal glitches without impacting customer
transactions. The reliability of our Web applications has improved to the point where I can go to our
EXVLQHVVSDUWQHUVDQGFRQoGHQWO\VD\ZHKDYHEHWWHUWKDQCIRXUV
DYDLODELOLW\yVDLG&KRH

The Red Hat/JBoss solution requires less maintenance and enables Union Bank IT to reduce their efforts on
day-to-day support of legacy systems, allowing for better resource utilization. This also helped the IT group
move from a reactive to a proactive model more expediently.

Additionally, the banks overall cost-per-transaction declined 25 to 40 percent, something that Union Banks
business centers appreciate. We have a charge-back system in which our departments pay for the IT
resources they consume, said Choe. Theyve seen their charges go down month by month.

k:HEHQHoWHGJUHDWO\IURP5HG+DWFRQVXOWLQJVHUYLFHVDVWKH\SURYLGHGYDOXDEOHLQSXWDQGDVVLVWDQFHLQ
helping us migrate to Red Hat technology and dramatically improved our ability to achieve our goals, said
Choe, With Red Hat Consulting, we felt there was an immediate knowledge transfer, and we were very satis-
oHGZLWKWKHOHYHORILQYROYHPHQWDQGTXDOLW\RINQRZOHGJHSURYLGHGWRRXUWHDPy

$QGXOWLPDWHO\PDQ\RIWKHRQJRLQJEHQHoWVWKDW&KRHH[SHFWVWRUHDSLQFRPLQJ\HDUVDVDUHVXOWRIWUDQV-
forming the banks IT operations come from his expanded technology options. Weve achieved tremendous
FRVWUHOLDELOLW\DQGDYDLODELOLW\EHQHoWVEXWLQWKHHQGLWDOOFRPHVEDFNWRWKHIDFWWKDWZHQRZKDYHFKRLFHV
when it comes to deploying hardware and software, he said. Were no longer locked into using a particular
product or vendor. Open source and by extension, Red Hat makes that possible.

34 www.jboss.com
 Red Hat Consulting Strategic Migration Planning Guide

The high costs and overhead associated with legacy proprietary-software and infrastructure led us to the
decision to deploy Red Hat and JBoss open source solutions, and this allowed us to provide core infrastruc-
WXUHDQGGHYHORSPHQWSODWIRUPVDWDVLJQLoFDQWO\ORZHUFRVWDQGDWDIDVWHUUDWHyVDLG&KRHk2XUXVHRI5HG
Hat and JBoss solutions demonstrate creative business innovation through the use of horizontal architec-
ture and the improvements allow Union Bank to continue to increase our customer experiences.

GEICO (GOVERNMENT EMPLOYEES

,1685$1&(&203$1<
,QGXVWU\ Insurance

Geography: US

%XVLQHVVFKDOOHQJH Existing proprietary middleware platform was complex to manage, not performing and
scaling as expected, and expensive to maintain. The architecture team decided to investigate alternatives
that could be deployed that would better meet their needs.

Migration path: Proprietary middleware platform to JBoss Enterprise Middleware

Software: JBoss Enterprise Application Platform: 28 bands (1 band = 32 CPUs), JBoss Technical Account
Manager (TAM), Red Hat Consulting, Amentra

Hardware: 50 Dell servers

%HQHoWV Reduced the TCO by more than 30 percent, throughput gain of 3X with utilization down to a third
of the current platform, overall resource utilization went from above 50 percent to under ten percent, which
DOORZHGVLJQLoFDQWURRPIRUVFDODELOLW\ZLWKRXWKDYLQJWRDFTXLUHDGGLWLRQDOKDUGZDUH

BACKGROUND
GEICO (Government Employees Insurance Company) is the third-largest private passenger auto insurer
in the United States based on the latest twelve months written premium. GEICO provides auto insurance
coverage for nearly nine million policyholders and insures more than 14.4 million vehicles.

In addition to auto insurance, GEICO also offers customers insurance for their motorcycles and homes.
&RPPHUFLDODXWRLQVXUDQFHERDW$7959SHUVRQDOXPEUHOODSURWHFWLRQDQGOLIHLQVXUDQFHDUHDOVR
available.

*(,&2LVDZKROO\RZQHGVXEVLGLDU\RIWKH%HUNVKLUH+DWKDZD\JURXSRIFRPSDQLHVLVUDWHG$IRUoQDQFLDO
stability by A.M. Best Company, and ranks at the top of several national customer satisfaction surveys. For
more information about GEICO, go to www.geico.com.

BUSINESS CHALLENGE
GEICOs enterprise architecture team recognized they were facing several challenges with their existing
proprietary middleware platform. The platform was complex to manage, not performing and scaling as
expected, and expensive to maintain. The architecture team decided to investigate alternatives that could
be deployed that would better meet their needs.

7KH*,(&2,7WHDPLGHQWLoHGWKHIROORZLQJFKDOOHQJHVZLWKWKHLUH[LVWLQJSURSULHWDU\VROXWLRQ

v Cost GEICOs license agreement was a time bound licensing agreement related to the number of
SURSULHWDU\DSSOLFDWLRQVHUYHUVGHSOR\HGGXULQJWKHWLPHIUDPH6LQFH*(,&2H[SHULHQFHGVLJQLoFDQW
JURZWKGXULQJWKLVWLPHIUDPHWKHFRVWWRkWUXHXSyDQGSD\IRUWKHDGGLWLRQDOOLFHQVHVZDVVLJQLoFDQW

www.jboss.com 35
 Red Hat Consulting Strategic Migration Planning Guide

v Performance When GEICO upgraded their standard Java Development Kit (JDK) from version 1.4 to
1.5 on their existing proprietary platform, they did not see any improvements in machine (CPU/Memory)
usage or application response time. After eight weeks of performance testing and tuning, they were
oQDOO\DEOHWRFRQoJXUHWKHXSJUDGHGSURSULHWDU\SODWIRUPWRPDWFKWKHHDUOLHUYHUVLRQ
VSHUIRUPDQFH
The upgrade was not only cumbersome but was also expensive since they had to engage external consul-
tants to accomplish the upgrade.

v Memory leaks The previous proprietary deployment also experienced unexplained memory leak(s).
Developer load and memory testing returned misleading results unless the developer knew how to
work around the leaks and complete certain types of tests.

v 'RFXPHQWDWLRQDQGVXSSRUW GEICO found it challenging to identify and understand the Java API
in the current proprietary environment due to lack of documentation. They also had challenges in
acquiring tools to identify memory issues, debug leaks, etc. For every instance of a high-severity issue
VXFKDVPHPRU\OHDNH[WHUQDOFRQVXOWDQWVQHHGHGWREHHQJDJHGWRLGHQWLI\DQGo[WKHSUREOHP

v Staging Due to these challenges, some of the GEICO development teams adopted JBoss technologies
for their developer workstations and began building applications using JBoss. This dual-use strategy
EHFDPHFRPSOH[DQGUHGXQGDQWIRU,72SHUDWLRQVDVWKH\QHHGHGWRPDNHFRQoJXUDWLRQFKDQJHVRQ
both the proprietary and JBoss platforms.

*(,&2FRQGXFWHGH[WHQVLYHUHVHDUFKDQGLGHQWLoHG6XQ
V*ODVV)LVKDQG-%RVV(QWHUSULVH0LGGOHZDUH
from Red Hat as potential solutions that were suitable for GEICOs applications and infrastructure. JBoss
Enterprise Middleware was selected based on its market share and extensive support from Red Hat. GEICO
conducted a proof-of-concept, installing JBoss Enterprise Application Platform on a cluster of servers
(POC environment). Performance and load tests were conducted using various tools for a selected business
application on both platforms.

The JBoss results from these tests were astonishing. A few highlights include:

v User page transition time decreased as much as 19 seconds using JBoss

v During the proof-of-concept, 1,749 additional business processes were created on the JBoss platform

v On the same hardware and environment, JBoss required 70 percent less CPU resources than the
current platform

v Performance tuning with JBoss was accomplished in 40 man hours versus 1,440 man hours for the
existing proprietary platform

GEICO also conducted multiple reference checks with organizations that were of similar size and industry.
The reference checks were extremely positive about Red Hat and JBoss Enterprise Middleware.

SOLUTION
The solution consisted of subscriptions for JBoss Enterprise Application Platform (EAP) and the initial
deployment environment consisted of 540 processors. An additional 350 were added at a later date. A
plan was put together to aggressively migrate two out of three mission-critical applications in a time span
of three months. GEICO also utilized a JBoss Technical Account Manager (TAM) who was dedicated to
VXSSRUWLQJ*(,&2
VVSHFLoFQHHGVGXULQJWKHLUVZLWFKWR-%RVV

BENEFITS
By implementing JBoss Enterprise Application Platform, GEICO was able to reduce the total cost of owner-
ship by more than 30 percent.

36 www.jboss.com
 Red Hat Consulting Strategic Migration Planning Guide

When compared to the previous proprietary platform, GEICO also experienced throughput gains of 3x, and
a two-thirds reduction in utilization. The overall resource utilization went from above 50 percent to under
WHQSHUFHQWZKLFKDOORZHGVLJQLoFDQWURRPIRUVFDODELOLW\ZLWKRXWKDYLQJWRDFTXLUHDGGLWLRQDOKDUGZDUH

One of the challenges for GEICO was the time-bound migration process. GEICOs middleware team was
trained on JBoss for a week. With the support of Red Hat and Amentra (a Red Hat company), they success-
fully migrated the initial two applications and were able to migrate the third application as well. This was a
clear demonstration of expertise in Red Hat Consulting services and the ability of GEICOs middleware team
to adapt rapidly to the new JBoss environment.

GEICO had initial concerns about support, stability, and deploying open source software for its mission-
critical applications, but the market maturity and the premium level of enterprise support offered by
Red Hat made it very easy to make the change to an open source environment.

GLCKLE DIRECT
Industry: Marketing and call center services

Geography: Stuttgart, Germany

%XVLQHVV&KDOOHQJH7REXLOGDVFDODEOHDQGKLJKO\pH[LEOHPLGGOHZDUHLQIUDVWUXFWXUHIRUDQHZ-DYDEDVHG
customer care and marketing application based on proven database server hardware

Software: -%RVV(QWHUSULVH$SSOLFDWLRQ3ODWIRUP-%RVV(-%9HUVLRQVDQG

Hardware: IBM AS/400 midrange servers, HP RX6600

Migration Path: Legacy IBM AS/400 client-server based application to a browser-based system developed in
Java, using JBoss Enterprise Application Platform

%HQHoWV Built a modern and scalable infrastructure; Realised considerable cost savings; Secured its invest-
ment in a mission-critical, future-proof infrastructure

Whats great about JBoss Enterprise Middleware is that all the components just work
together nicely. We can pick just what we need and keep the total cost of ownership
much lower than with proprietary software. That also saves us a lot of time and effort
when architecting the system.
Uwe Wagensommer, head of IT at Glckle direct

BACKGROUND

Glckle direct GmbH is a marketing and call centre services company, based in Stuttgart, Germany, that
provides technical infrastructure and various management functions to clients within the Glckle Group.
Companies in the Glckle Group, a family-owned group of companies with a history stretching back more
than one hundred years, include lottery companies in Germany and Austria, an electricity reseller, and an
e-commerce company that sells luxury chocolates.

All of these subsidiaries have central business functions provided by Glckle direct, including technical and IT
infrastructure, human resources, and marketing. Glckle directs IT and application development department
is also responsible for creating and delivering the software tools required for successful operations within
the Glckle Group.

www.jboss.com 37
 Red Hat Consulting Strategic Migration Planning Guide

Because state-licensed lotteries account for the lions share of Glckle Groups business, a large part of its
application infrastructure is managed by Glckle directs IT department, supporting marketing and customer
care functions. Throughout the past decade, Glckle Group has gradually expanded its operations beyond
PDQDJLQJDQGPDUNHWLQJFHUWLoHGORWWHULHVLQVRXWKHUQ*HUPDQ\DQGDGGHGORWWHU\RUJDQLVDWLRQVLQ$XVWULD
as well as northern Germany.

The companys IT philosophy is build our own, meaning that the entire infrastructure and application
environment is custom developed, managed, and operated by Glckle directs staff to meet the companys
VSHFLoFQHHGV

BUSINESS CHALLENGE

One of the key business processes for Glckle Groups lottery businesses is the collection and manage-
ment of customer data through its call centres. Call centre agents service existing customer contracts and
follow up with potential up- and cross-selling opportunities. For many years, the central application used
by call centre agents was based on a legacy green screen system, which used an IBM AS/400 system
as the database server and deployed the application written in IBM RPG directly to the call centre agents
computers.

Our old call centre application was extremely robust and reliable, but its user interface with keyboard-centric
data entry didnt meet todays usability requirements, said Frank Breckle, Glckle direct application devel-
oper. Also, the companys expansion into alternative industries brought about new requirements that the
previous software, with its traditional client-server computing principles and RPG development, could no
longer meet.

:KHQSODQQLQJDQHZDSSOLFDWLRQGHYHORSPHQWDQGRSHUDWLRQVHQYLURQPHQW*OFNOHGLUHFW
V,7WHDPGHoQHG
WZRNH\UHTXLUHPHQWVIRUWKHQHZSODWIRUPk)LUVWZHZDQWHGWRPDLQWDLQWKHCEXLOGRXURZQ
SULQFLSOHLQ
application development as it would continue to retain process knowledge in-house and keep our dependen-
cies on external consultants at an absolute minimum, explained Uwe Wagensommer, head of IT at Glckle
direct. Second, from a technology perspective, the new platform should enable us to continue using our
reliable AS/400 database server along with a state-of-the-art framework for application development and
deployment.

)LQDOO\WKHQHZV\VWHPZDVUHTXLUHGWRSURYLGHHQRXJKRSHQQHVVDQGpH[LELOLW\WRTXLFNO\DQGHIoFLHQWO\
accommodate additional business requirements as Glckle Groups operations expanded to new areas.

SOLUTION

Early on in the technology evaluation phase, Glckle direct decided to implement a Java-based environment
for application development, as it would enable staff to create all applications and retain expert knowledge
about the companys business processes.

Initially, the IT team considered IBM WebSphere as the application server and middleware foundation
for the new system. We quickly realised that IBM WebSphere would be too complex and bulky for our
requirements, said Breckle. Luckily, a Red Hat Business Partner advised us to consider JBoss Enterprise
Application Platform.

Glckle direct now has a number of new applications running on JBoss Enterprise Application Platform as
well as other open source and JBoss Enterprise Middleware platforms and frameworks. The main call centre
application is still based on the IBM AS/400 database server, but now JBoss Enterprise Application Platform
channels user requests and sends the responses to a browser-based application that runs on a Tomcat web
server within the architecture.

38 www.jboss.com
 Red Hat Consulting Strategic Migration Planning Guide

To meet the business requirements of the marketing department, the IT team also developed a new
marketing and lottery application, Marketing- und Glcksspiel-Anwendung (MGA). Designed to accommodate
QHZSURGXFWVDQGSURFHVVHVYHU\TXLFNO\0*$KHOSVFDOOFHQWUHDJHQWVVHUYHFXVWRPHUVHIoFLHQWO\DQGZLWK
very targeted offers. MGA was built on JBoss Enterprise Middleware platforms and frameworks. The Oracle
database component of MGA runs on HP-UX.

Whats great about JBoss Enterprise Middleware is that all the components just work together nicely, said
Wagensommer. We can pick just what we need and keep the total cost of ownership much lower than with
proprietary software. That also saves us a lot of time and effort when architecting the system.

BENEFITS

With the strategic choice of JBoss Enterprise Application Platform as the foundation for its new application
GHYHORSPHQWDQGGHSOR\PHQWIUDPHZRUN*OFNOHGLUHFWGHYHORSHGDKLJKO\pH[LEOHFRVWHIIHFWLYHVROXWLRQ
that meets the growing business requirements of the customers within the Glckle Group.

The EJB layer of the JBoss Enterprise Middleware within the system architecture was instrumental in joining
the proven and reliable IBM AS/400 database server with state-of-the-art, browser-based Java applications
DWWKHIURQWHQG,QDGGLWLRQLWVLPSOLoHGWKHLQWHJUDWLRQRIWKHQHZ0*$DSSOLFDWLRQZLWKPRUHWKDQ
million sets of customer data.

k&RPSDUHGWRDOWHUQDWLYHVROXWLRQVVXFKDV,%0:HE6SKHUHZHKDYHSUREDEO\VDYHGDKLJKoYHGLJLW(XUR
oJXUHLQOLFHQVHFRVWVSHU\HDUyVDLG:DJHQVRPPHUk,QDGGLWLRQZHZHUHDEOHWRGHYHORSDQGPDLQWDLQRXU
infrastructure predominantly in-house.

Over the past three years, Glckle direct has relied on Red Hat Global Support Services to help resolve oper-
DWLRQDOLVVXHVk<RXFDQGRDORWRQ\RXURZQEHFDXVHLW
VDOORSHQVRXUFHVRIWZDUHDQGWKHUH
VDYHU\YLEUDQW
JBoss Community out there, said Breckle. However, when it comes to mission-critical stages of a project,
speed matters and we were certainly able to rely on fast response times from Red Hat Global Support
Services. Even the lead developer of a Red Hat product has called us to help, which is really impressive.

IGATE CORPORATION
,QGXVWU\ Information Technology

Geography: Pan India

%XVLQHVV&KDOOHQJH7RUHSODFHLWVRXWGDWHGL4XHVWPDQDJHPHQWWRRODQGGHVLJQDPRUHUHOLDEOHVWDEOH
high-performance, cost-effective project management system, which could scale to meet the organizations
needs and free it from proprietary vendor lock-in.

Migration Path: IBM WebSphere to JBoss Enterprise Application Platform

6ROXWLRQDesigned ManageMe application running on Red Hat Enterprise Linux and JBoss Enterprise
Application Platform

Software: Red Hat Enterprise Linux Advanced Platform with integrated virtualization, Oracle Database,
JBoss Enterprise Application Platform, JBoss Developer Studio, JBoss jBPM

Hardware: Intel processor-based x86 servers from Dell

%HQHoWV,QFUHDVHGpH[LELOLW\DQGFKRLFHE\IUHHLQJWKHRUJDQL]DWLRQIURPYHQGRUORFNLQGHFUHDVHG,7FRVWV
VLPSOLoHGPDQDJHPHQWUHGXFHGV\VWHPVPDLQWHQDQFHLQFUHDVHGVFDODELOLW\DQGSHUIRUPDQFHDQGREWDLQHG
the ability to achieve 100 percent system availability

www.jboss.com 39
 Red Hat Consulting Strategic Migration Planning Guide

The success of this initiative has helped us to innovate further and choose the most
appropriate set of technologies for our business needs. Open source solutions in
general, and Red Hat in particular, will now be adopted as the foundation of our long-
term IT strategy. We are confident that Red Hat solutions will enable us to serve our
customers effectively every day.
&KHOOD1DPDVLYD\DP0YLFHSUHVLGHQWDQGFKLHILQIRUPDWLRQRIoFHUL*$7(

BACKGROUND

iGATE Corporation, a global IT company, provides niche IT Services in enterprise solutions, business intel-
ligence and data warehousing, application development and maintenance, infrastructure management and
consulting services in IT strategy, enterprise performance management, business intelligence and analytics
and process outsourcing services. The company specializes in business data processing and uses a structure
known as iTOPS (integrated Technology and Operations Systems) to meet customer demands.

7KHFRPSDQ\IRFXVHVPRUHRQSURGXFWLYLW\TXDOLW\DQGNQRZOHGJHPDQDJHPHQW&XVWRPHUVKDYHEHQHoWHG
from the synergy between investment strategy, technology and business outsourcing provided by iGATE.
By 2012, the company wants to be a billion-dollar organization associating itself with 100 of the global 1000
clients.

BUSINESS CHALLENGE

As a business that prides itself on customer service, iGATE needed to give its developers the right tools
WRHQVXUHWKDWWKH\FRXOGVHUYLFHFXVWRPHUVERWKTXLFNO\DQGHIoFLHQWO\7KHFRPSDQ\GHFLGHGWKDWLWZDV
QHFHVVDU\WRUHSODFHLWVRXWGDWHG3URMHFW0DQDJHPHQWWRROL4XHVWGXHWRSHUIRUPDQFHLVVXHV7KHVHLVVXHV
ZHUHLPSDFWLQJPXOWLSOHEXVLQHVVIXQFWLRQVLQFOXGLQJRSHUDWLRQVWKHRUJDQL]DWLRQH[FHOOHQFHJURXSoQDQFH
human relations, and training.

There were frequent server shutdowns leading to only 80 percent uptime of the system, said Sandeep
Digambar, group project manager, iGATE. As a result, a new mission-critical project management tool that
would alleviate these problems was planned for in-house development under the project name ManageMe.

7KHFRVWRIDFTXLVLWLRQIRUWKHQHZDSSOLFDWLRQ0DQDJH0HDQGWKHFRVWRIPDLQWHQDQFHIRUL4XHVWZDVDOVR
a major concern. We didnt want to spend too much on the procurement of the proprietary licenses for
EXLOGLQJWKHQHZV\VWHPyVDLG'LJDPEDUk$GGLWLRQDOO\WKHFXUUHQWL4XHVWV\VWHPZDVDOVRXWLOL]LQJGHGL-
cated hardware servers, which translated into added cost for the organization. iGATE wanted to build a
system that could rely on a commodity hardware stack, which could be shared between multiple applications.

To achieve optimal performance from the system, it was also essential for iGATEs internal IT team to
customize the new system. We wanted to build the system on an open architecture with no vendor lock-in
VRWKDWZHFRXOGFXVWRPL]HWKHV\VWHPWRoWRXUQHHGVyVDLG'LJDPEDU

$VDWUDFNLQJDSSOLFDWLRQ0DQDJH0HUHTXLUHVPDQDJLQJZRUNpRZVk,WLVFXPEHUVRPHEXWWKHUHTXLUHPHQW
LVFRPPRQZLWKPRVWRIWKHWUDFNLQJDSSOLFDWLRQVyVDLG'LJDPEDUk,QVWHDGRIZULWLQJRXURZQZRUNpRZ
engine, we decided to use a commercial Business Process Management (BPM) tool. iGATEs internal IT
team set out to evaluate the right BPM tool for the system requirements from various proprietary and open
source options.

SOLUTION

40 www.jboss.com
 Red Hat Consulting Strategic Migration Planning Guide

iGATEs internal IT team decided to adopt open source solutions for its infrastructure due to the high
availability, performance, and reliability features of open source, as well as for their lower cost compared
to proprietary competitors. After evaluating various enterprise-class solutions, iGATE adopted Red Hat
Enterprise Linux and JBoss Enterprise Application Platform because the solutions not only met the organi-
]DWLRQ
VFULWHULDEXWDOVRSURYLGHGKXJHFRVWEHQHoWV,QDGGLWLRQLWDOORZHGL*$7(WRWDNHDGYDQWDJHRIWKH
rapid innovation from the open source community and avoid proprietary lock-in.

We devised a plan to use supported open source solutions to build the new management tool because Red
Hat does not have a complex licensing structure and the entire product set, along with Red Hats reliable
support, is provided as one single package through the companys subscription model, said Digambar.
iGATEs internal IT team then evaluated various Business Process Management tools including proprietary
ones such as OpenLogic and BPLE from Oracle, and open source solutions such as JBoss jBPM. These tools
were tested thoroughly on parameters such as application redundancy, clustering, high availability, perfor-
mance, fault tolerant behavior, and capability of session replication.

We tested JBoss in the Proof of Concept (POC) for features and performance. The results were encouraging.
7KHFRVWEHQHoWRIIHUHGE\-%RVVM%30PDGHRXUGHFLVLRQHDV\yVDLG'HHSX*HRUJHGLYLVLRQDOKHDGL*$7(

Implementation of JBoss Enterprise Application Platform on Red Hat Enterprise Linux was one of the key
PLOHVWRQHVLQRXULQWHUQDO,7GHSOR\PHQWVDVLWZDVWKHoUVWWLPHL*$7(ZDVLPSOHPHQWLQJ5HG+DW
VRSHQ
source solution internally, said Digambar.

ManageMe is a Java-based application running on JBoss Enterprise Application Platform, Oracle 10g as
the database server, and Red Hat Enterprise Linux as the base operating system. It took just six months for
developing the system. The system has been tested with 250 GB and 600 concurrent users and there was
no noticeable drop in performance, said Digambar. Current database size is approximately 30 GB, but the IT
team hopes it plans to increase the usage to 120 GB in a years time.

The JBoss Developer Studio and JBoss jBPM helped iGATE tremendously in reducing its development and
WUDLQLQJFRVWVk-%RVVM%30LVOHVVFRPSOLFDWHGZLWKDYLVXDOGHVLJQHUWRPRGHOWKHZRUNpRZZKLFKPHDQV
there is much less overhead on our team in terms of its learning and usage, said Digambar.

iGATE is pleased with the ease of deployment and reliability of the Red Hat-based solution in its produc-
tion environment. The deployment went smoothly and the performance of the system is top-class with no
downtime. The system has performed exceedingly well in production on parameters such as robustness,
stability, reliability, and performance, said Amit Shekhar, Project Lead, iGATE.

iGATEs internal IT team has also used the power of virtualization provided as part of Red Hat Enterprise
Linux Advanced Platform. With Red Hat virtualization technology, iGATE is able to use the same host
hardware for running various operating systems, which enables the organization to reduce costs and
optimize resources.

L*$7(
V,7WHDPLVKLJKO\VDWLVoHGZLWKWKHSHUIRUPDQFHRIWKHZKROHV\VWHPk:HQRZKDYHDQ,7SROLF\WKDW
supports the usage of enterprise open source software wherever possible, said Digambar.

iGATEs IT team is investigating the opportunity to migrate more of its web-based applications to JBoss
(QWHUSULVH$SSOLFDWLRQ3ODWIRUP7KHoUVWDSSOLFDWLRQWKDWLVFXUUHQWO\SODQQHGIRUPLJUDWLRQLVLWV,QWHUQDO
Audit Tracker application, which the IT team is planning to migrate from TomCat to JBoss Enterprise
Application Platform. We intend to move all applications developed and managed by Information systems
from proprietary systems to JBoss Enterprise Application Platform, said Amit Goyal, Divisional Head,

www.jboss.com 41
 Red Hat Consulting Strategic Migration Planning Guide

Information Systems, iGATE. We are treating the ManageMe project as a pilot to showcase the power
of open source solutions to our end-user customers and proposing its use in their respective projects,
Digambar added.

BENEFITS

With JBoss Enterprise Middleware, we were able to extract tremendous value from our systems and appli-
cations, said Digambar. JBoss platforms deployed on Red Hat Enterprise Linux freed iGATE from vendor
ORFNLQDQGHQDEOHGWKHRUJDQL]DWLRQWRFKRRVHKDUGZDUHSODWIRUPVWKDWGHOLYHUHGpH[LELOLW\DQGKLJK
performance.

Usage of JBoss Enterprise Application Platform for ManageMe has provided a stable system and iGATE is
experiencing fewer errors, easier ongoing maintenance, and reduced support costs. The cost savings by
RXUDGRSWLRQRI5HG+DWVROXWLRQVDUHVLJQLoFDQWDVFRPSDUHGWRSURSULHWDU\DYDLODEOHRSWLRQVDQGWKLVFDPH
without compromising performance, scalability, or other features, said Amit Goyal.

5HG+DWVROXWLRQVKHOSHGL*$7(QRWRQO\ZLWKORZHU,7FRVWVEXWDOVRZLWKVLPSOLoHGPDQDJHPHQWUHGXFHG
systems maintenance, and increased scalability and performance from the combination of JBoss Enterprise
Application Platform and the Red Hat Enterprise Linux operating system. Red Hats expanding presence in
the market is proof of its reliability, and we know that Red Hat solutions are viable for a long lifecycle, said
Digambar.

The Red Hat platform and middleware solution has also given a huge boost to the overall productivity of
the iGATE workforce. With the implementation of this tool, we are expecting to free the efforts of our
employees by 400-500 thousand hours annually, said Digambar.

,7FRVWVKDYHDOVREHHQUHGXFHGVLJQLoFDQWO\7KHVRIWZDUHOLFHQVLQJFRVWVKDYHEHHQUHGXFHGVLJQLoFDQWO\
due to the open source nature of the Red Hat solutions. Apart from the lower cost of acquisition, the other
reason for lowered software costs is due to the reduced number of application server instances needed for
0DQDJH0HDVFRPSDUHGWRL4XHVW

k7KHDSSOLFDWLRQVHUYHULQVWDQFHVQHHGHGWRUXQWKHV\VWHPKDYHEHHQUHGXFHGVLJQLoFDQWO\IURPVL[,%0
WebSphere 6.0 instances to only two JBoss Enterprise Application Platform instances, said Digambar.
$GGLWLRQDOO\WKHKDUGZDUHUHTXLUHPHQWKDVDOVRFRPHGRZQVLJQLoFDQWO\k2XUKDUGZDUHUHTXLUHPHQWVKDYH
FRPHGRZQE\SHUFHQWDVFRPSDUHGWRWKHROGL4XHVWDSSOLFDWLRQyVDLG'LJDPEDU

,QDGGLWLRQL*DWHEHQHoWVIURP5HG+DW
VUHOLDEOHVXEVFULSWLRQPRGHOk8SGDWHVFDQEHREWDLQHGYHU\HDVLO\
with our Red Hat subscription and through the Red Hat Network management solution. With Red Hat, we
FUHDWHGDPRUHpH[LEOHUHOLDEOHHQYLURQPHQWWKDWLVHDV\WRPDLQWDLQ7KLVOHDYHVXVIUHHWRFRQFHQWUDWHRQ
QHZSURMHFWV:H
UHYHU\KDSS\ZLWKWKHpH[LELOLW\DQGUHOLDELOLW\ZH
YHDFKLHYHGZLWK5HG+DWyVDLG&KHOOD
1DPDVLYD\DP0FKLHILQIRUPDWLRQRIoFHUL*$7(

Today, given the successful proof of concept that iGATE completed with Red Hat, in addition to the organi-
zations ability to resolve its development and production problems through open source solutions, senior
management has begun to understand and support open source as a development concept for iGATEs stra-
tegic needs. We are showcasing the success of the project to our end customers and urging them to migrate
from a proprietary software stack to a Red Hat open source software stack, said Digambar.

In summary, Red Hat provided iGATE with enterprise-class solutions at an affordable price and without any
compromise on performance to ensure 100 percent availability. The success of this initiative has helped
us to innovate further and choose the most appropriate set of technologies for our business needs. Open

42 www.jboss.com
 Red Hat Consulting Strategic Migration Planning Guide

source solutions in general, and Red Hat in particular, will now be adopted as the foundation of our long-
WHUP,7VWUDWHJ\:HDUHFRQoGHQWWKDW5HG+DWVROXWLRQVZLOOHQDEOHXVWRVHUYHRXUFXVWRPHUVHIIHFWLYHO\
every day, said Namasivayam.

ALLIANZ AUST5$/,$,1685$1&(/,0,7('$//,$1=

CATEGORY: Carved Out Costs

INDUSTRY: Insurance

GEOGRAPHY: Australia

BUSINESS CHALLENGE:5HEXLOG$OOLDQ]
V,7LQIUDVWUXFWXUHEDVHGRQDpH[LEOHDQGVFDODEOHSODWIRUPWKDW
could leverage new virtualisation technology to generate hardware and support savings, and reduce its
underlying software and operations costs for several strategic business application projects

MIGRATION PATH: Windows and Intel-based infrastructure to Red Hat Enterprise Linux on IBM System
z10 mainframe and from WebSphere to JBoss Enterprise Middleware on Intel processor based HP ProLiant
servers.

SOFTWARE: Red Hat Enterprise Linux, Red Hat Network Satellite, JBoss Enterprise Middleware, JBoss
Operations Network, Red Hat Consulting

HARDWARE: IBM System z10 mainframe, HP ProLiant servers

%(1(),766LJQLoFDQWUHGXFWLRQLQPLGGOHZDUHVRIWZDUHDQGVXSSRUWFRVWVUHDOORFDWLRQRI,7EXGJHWIURP
software licensing to staff and resources, resolution of data centre power limitations with new capacity for
JURZWKVXSHULRUZRUNORDGPDQDJHPHQWDQGRSHUDWLRQDOHIoFLHQF\UHGXFHGFDUERQIRRWSULQWLQFUHDVHGpH[-
ibility, scalability, and freedom from vendor lock-in

BACKGROUND
Operating across Australia and New Zealand with approximately 3,300 staff, Allianz offers a wide range of
insurance and risk management products and services, including personal insurance, industrial and commer-
cial insurance, corporate insurance, public and products liability and workers compensation insurance.

Allianz is Australias fourth largest general insurer with over two million policyholders. It also provides some
form of insurance cover for more than half of Australias top 50 BRW-listed companies (2005).
The organisation has been a member of the Australian Governments Greenhouse Challenge Plus program
and the wider Global Allianz Group has a target to reduce its greenhouse gas emissions by 20 per cent by
2012.

BUSINESS CHALLENGE
In 2007, Allianz Australias IT department reached a crossroads as it faced a data centre that was at capacity
and network equipment that was at end of life. As a long-standing Windows shop, Allianz saw the situation as
an opportunity to build a completely new infrastructure from the network right down to the back-up devices.

After running WebSphere applications on an Intel platform using Windows for some time, we realised we
couldnt go any further with the current set-up, said Peter Rowe Head of Infrastructure and Operations,
Allianz Australia Limited.

In addition, Allianz had also reached the limitations of its Windows based operating platform.

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 Red Hat Consulting Strategic Migration Planning Guide

k:HQHHGHGDSODWIRUPWKDWFRXOGJLYHXVWKHpH[LELOLW\DQGVFDODELOLW\WRHQDEOHXVWRJURZDQGH[SDQGIRU
the future, said Rowe.

In line with Allianzs goal to reduce emissions by 20 percent by 2012, the IT department was also interested
in examining how it could take advantage of new virtualisation technology to save on power usage.

SOLUTION
After comprehensive analysis, Allianz concluded that the most viable option for the business going forward
would be to:

v &RPELQHWKHSHUIRUPDQFHDQGUHOLDELOLW\RIWKH,%06\VWHP]PDLQIUDPHZLWKWKHpH[LELOLW\DQGHIo-
ciency of Red Hat Enterprise Linux; and

v Deploy JBoss Enterprise Middleware on the Intel platform implementing a common system across
diverse hardware

In September 2008, Allianz received project approval to commence both infrastructure refreshes concur-
UHQWO\k,%06\VWHP]PDLQIUDPHUXQQLQJ5HG+DW(QWHUSULVH/LQX[ZDVXQGRXEWHGO\WKHEHVWoWIRU
purpose solution for us, said Rowe.

The mainframe offered us the best option for consolidation - Our business took the view that the main-
frame was essentially another commodotised piece of hardware and for us, the value really lies in the inter-
face between the server and the applications. Our target was to employ a Red Hat Enterprise Linux based
platform that could combine agility with low support costs.

When assessing operating systems for the IBM System z10, Allianz found that open source based Linux
would deliver the best outcome and as a result, selected Red Hat Enterprise Linux, to host all Internet-facing
applications, including home and motor insurance quoting, broker and agency pages, premium funding
pages, and other broker tools for policy servicing.

A major part of the decision to use Red Hat Enterprise Linux was its tight integration with the IBM platform
and its impressive support structure, said Rowe, Red Hats relationship with IBM meant that if we were
going to have any issues, Red Hat could essentially replicate the scenario on their own IBM z10. For ongoing,
centralised systems management, Allianz also implemented Red Hat Network Satellite to complement the
management of Red Hat Enterprise Linux and minimise daily administrative demands.

As a centralised tool, Red Hat Network Satellite can help boost productivity by creating a single template for
PDQDJLQJPXOWLSOHVHUYHUVPRUHHIoFLHQWO\,WFUHDWHVDV\VWHPIRUJURXSLQJPDFKLQHVWRJHWKHUDQGPDSSLQJ
out how to manage them. Having this template also means that one administrator can run the same updates
RQDJUHDWHUQXPEHURIV\VWHPVVLPXOWDQHRXVO\DQGFDQEXLOGDQHZDQGFRPSOHWHO\FRQoJXUHGPDFKLQH
within a couple of minutes.

In addition, it has the capability to manage virtualised instances of Red Hat Enterprise Linux through the
same interface regardless of underlying hardware platform. Red Hat Network Satellite manages Red Hat on
the mainframe in the same manner and interface as Red Hat on a distributed machine.

As an alternative to WebSphere, which Allianz had been using as part of its existing framework, the organ-
isation implemented JBoss Enterprise Application Platform for content management, document manage-
ment, business process automation, and client portals, along with JBoss Operations Network Management
to reduce systems management and resource costs.

44 www.jboss.com
 Red Hat Consulting Strategic Migration Planning Guide

We had three new workloads - BPM, content management, and print services - that had begun on the old
system, and which had to be redeployed in order for us to achieve the projected capacity needed for these
workloads over the next two to three years, said Rowe.

JBoss has enabled us to cost-effectively leverage the recent advancement in Intel chipsets in HP hardware,
without the costs traditionally associated with multi-core software licensing models, said Rowe.

Allianz enlisted Red Hat and JBoss Consulting services to assist in building automated provisioning of new
Red Hat Enterprise Linux and JBoss Enterprise Middleware deployments through Red Hat Network Satellite
and JBoss Operations Network in a matter of minutes rather than days.

BENEFITS
&RPPHQFLQJSURGXFWLRQLQODWH$SULO$OOLDQ]KDVDOUHDG\REVHUYHGDQXPEHURIVROXWLRQEHQHoWV
during the testing phase.

The combination of Red Hat Enterprise Linux, Red Hat Network Satellite, JBoss Enterprise Application
Platform and JBoss Operations Network was, and will continue to be, valuable for Allianz, as the solutions
enabled the organisation to streamline operations and free up resources for allocation to other high-value
tasks, said Rowe.

Allianz will save more than $500,000 in middleware licensing costs, as it deploys JBoss Enterprise
Middleware on the Intel platform.

Plus, by using Red Hat and JBoss Consulting and Training, the Allianz team has been able to get up-to-speed
in a very short period of time, once again freeing up funds to invest in areas such as staff development,
rather than expensive proprietary infrastructure software.

We were looking for an operating system that we could simply drop down into the network, that was inde-
pendent of the hardware, and provided a higher level of service with centralised management for patching,
said Rowe.

So far with Red Hat Enterprise Linux, Red Hat Network Satellite, and JBoss Enterprise Middleware, weve
EHJXQWRVLJQLoFDQWO\UHGXFHGD\WRGD\VHFXULW\DGPLQLVWUDWLRQDQGQRZKDYHPRUHVWULQJVLQRXUERZ
in terms of virtualisation and what we can do to minimise both the investment in hardware and ongoing
production costs particularly those associated with escalating licensing and support costs, said Rowe.

Allianz believes this is just the beginning, with expectations that the move from a Windows-based environ-
ment to a virtualised Red Hat Enterprise Linux environment, together with the JBoss Enterprise Middleware
deployment will save the organisation over one million dollars a year in hardware and support costs.

,QDGGLWLRQWRUHVROYLQJGDWDFHQWUHFDSDFLW\LVVXHVWKHQHZV\VWHPLVH[SHFWHGWRDFFRPPRGDWHVLJQLoFDQW
IXWXUHJURZWKZKLOVWHQDEOLQJVXSHULRUZRUNORDGPDQDJHPHQWDQGRSHUDWLRQDOHIoFLHQFLHVDQGKHOSLQJWR
reduce the organisations carbon footprint.

$OOLDQ]DOVREHOLHYHVLWZLOOFRQWLQXHWREHQHoWIURPWKHIDFWWKDW5HG+DWKDVPRUHDSSOLFDWLRQVFHUWLoHGWR
run on Red Hat Enterprise Linux than any other open source operating system platform.

Once the production system is up and running, Allianz will shift its focus toward the continued reduction of
proprietary software in favour of more widespread use of Red Hat Enterprise Linux and JBoss Enterprise
Middleware.

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 Red Hat Consulting Strategic Migration Planning Guide

6. SUMMARY
Every migration project, no matter the size or scope, requires detailed planning to ensure success. Under-
standing the risks, savings, and cost structure of a migration project is critical if you are to accurately
project net improvements and realize actual return on your IT investment.

The considerations and processes detailed in this guide are designed to help you identify migration oppor-
tunities, examine the risks associated with various migration scenarios, create a standard build, and help
develop a comprehensive strategic migration plan.

Prior to formal planning, an organization must acknowledge the motivations behind the migration, as well
as understand the advantages and disadvantages to each potential migration scenario. Lacking this under-
standing, organizations may be unprepared for decisions and trade-offs that must be made throughout the
SODQQLQJSURFHVV2QFHPRWLYDWLRQVDUHFOHDURUJDQL]DWLRQVVKRXOGVWHSWKURXJKHDFKRIWKHoYHSKDVHVRI
the strategic migration process detailed in this guide. Those phases are:

1. Examine existing middleware architecture and determine the equivalent capabilities in the JBoss
Enterprise Application Platform.

2. Examine third-party functional and business applications and determine compatibility or alternatives
for the JBoss platform.

3. Measure organizational readiness and overall migration risk.

4. Develop a strategic migration plan, including a detailed road map and cost estimate.

5. Implement the strategic migration plan and employ implementation support strategies.

With this guide and additional Red Hat services, any organization will be armed with the necessary tools
for planning and implementing a successful migration. And by combining the technology, training, and
mentoring from one source, you will experience reduced development complexity and risk and see the
value of your investment faster.

When you are ready to embark on your middleware migration, we encourage you to give us a call to discuss
how Red Hat can help you make the right decisions from the start, reduce risk, and accelerate the impact
of your deployed technology.

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Red Hat Consulting Strategic Migration Planning Guide

www.jboss.com 47
CONTACT RED HAT TO GET A PERSONALIZED QUOTE FOR THIS RED HAT SOLUTION

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