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Customizing BladeSystem Matrix Allocation Rules Engine for Multi-tenancy Solutions

Early this week I was in a couple of halo meeting sessions with folks in our Bangalore India location, taking about "the next big thing". It reminded me that the last thing we worked on - exposing an extensible rules engine into the allocation and placement - was part of the BladeSystem Matrix 6.0 release. I wanted to talk a little about that capability today and give an example of how it can be used in deployments involving multi-tenancy.

BladeSystem Matrix Allocation and Placement Rules

Allocation and placement has always been a key function of BladeSystem Matrix.

When multi-tier service designs (represented my templates) are submitted for instantiation, it is the allocation and placement function that looks at the requirements for the service in terms of individual element specifications, desired service topology and lease period and them binds these to the available resources in the environment based on their characteristics and capacity, availability calendar, and physical topology.

In BladeSystem Matrtix 6.0, this allocation process can be customized by an extensible rules engine. Overall there are 18 different allocation rule sets that can be extended as shown in figure 1. The policy.xml file specifies which of the rule sets should be used. These are further explained the in the Insight Orchestration User Guide on page 48.


Figure 1 Extensible Rules sets


Mutl-tenancy Example

A very common use case I hear from customers is the desire to have a common design for a service but to have some aspects of the resource binding to be determined by the identity of the service owner.

In this scenario, we consider a provider who is servicing two competitors like Marriott and Hilton hotels but wants to put offer a common service template in the catalog. The desire is that when Marriott deploy a new instance of the service, that service instance would connect to Marriott-Corporate network segment. However, if Hilton deploy the service, then their service instance would connect to the Hilton Corporate network segment.

Figure 2. Pre-configured networks for the two competing  corporations

Setting up your Service Template

Here we show a portion of a simple single server template as an illustrative example. This is a multi-homed server with

  • 1. a connection to the corporate network. The network is named "@corporate". Later on in the rule engine we will look for the "@" sign in the name to trigger special rules processing

  • 2. a connection to an internal network private to the service "net1".


Figure 3 Sample Multi-tenancy configuration

 Adding the processing Rule

The rules engine is based on Drools. The rules are written expressed in Java with a Drools rule semantic wrapper. I'll give you a boiler plate wrapper to get you started below. This rule and the Java function are appended to the SubnetCheck.drl file. I'm going to show a very simple example, but can imagine that the creative community will quickly come up with some more sophisticated implementations. In figure 4, I show a simple rule. The rules processing is invoked to refine the candidate networks for allocation to the new service instance. The rule runs for each network (LogicalNetwork) specified in the template, and for each candidate network in the environment. The purpose of the rule processing is to discard candidates that "don't fit".

This snippet basically extracts the information about the subnet specification in the template (the $logicalSubnet), the candidate list of networks ($subnet) from the context ($pVO). It invokes a function customerSpecificSubnetCriteriaCheck to perform the actual processing. 

rule "CustomerSpecificSubnetCriteria"
               $pVO : PolicyExecutionVO( );
               $resLst : List();
               $logicalSubnet : LogicalSubnet();
               $subnet : Subnet() from $resLst;
              eval(customerSpecificSubnetCriteriaCheck($logicalSubnet, $subnet, $pVO)); 
              // match processing is embedded in customerSpecificSubnetCriteriaCheck
              // $pVO.match($subnet, HPIOMessage.get(HPIOBundleKey.ALLOCATION_CRITERIA_CUSTOM, "CustomerSpecificSubnetCriteriaCheck succeeded"));

Figure 4. Boiler plate rule example

The function code is placed in the drl file after the rule statement. Here is the snippet

function boolean customerSpecificSubnetCriteriaCheck(
                                         LogicalSubnet logicalSubnet,
                                         Subnet subnet,
                                         PolicyExecutionVO pVO) {

       AllocationEntry ae = pVO.getAllocationEntry();
       InfrastructureService service = ae.getInfrastructureService();

       String serviceName = service.getName();
       String owner = service.getOwner().substring(owner.lastIndexOf("\\")+1); // strip domain
       String lsName = logicalSubnet.getName();
       String psName = subnet.getName();

       System.out.println("Service: " + serviceName + " Owner: " + owner);
       System.out.println("LogicalSubnet: " + lsName + "Physical Net: " + psName);
       boolean match;
       if (lsName.beginsWith("@")) {
              String key = lsName.substring(1); // strip off @
              // March @key to networks with Id "owner-key"
              match = psName.equalsIgnoreCase(owner+"-"+key);
       } else {
              // regular network. Could include additional security checks here.
              match = true;
       if (match) {
              pVO.match(subnet, HPIOMessage.get(HPIOBundleKey.ALLOCATION_CRITERIA_CUSTOM,
                                                                                  "CustomerSpecificSubnetCriteriaCheck succeeded"));
       } else {
              pVO.doesNotMatch(subnet, HPIOMessage.get(HPIOBundleKey.ALLOCATION_CRITERIA_CUSTOM,
                                                                                                      "Could not find customer specific subnet"));
       return match;

Figure 5. Rule processing example

The function starts by getting the information on the InfrastructureService being provisioned.  This contains details of the entire template being provisioned and can be used for additional context aware processing. From this object we extract the service owner name (stripping off the windows domain), as well as the name of the service. It is also possible to extract information such as the "notes" that are specified for the service where additional information may also be encoded by the requestor.  From the LogicalNetwork object we extract the name (ie "@Corporate" or "net1") in lsName. Similarly we extract the physical network name into psName.

I've included some debug lines using System.out.println . These show up in C:\Program Files\HP\Insight Orchestration\logs\hpio.log.

The purpose of this code is to return "FALSE" if the physical network is not a match candidate for the LogicalNetwork specified in the template, otherwise return "TRUE". The rules processing logic requires that if the rule allows an element to be a selection candidate, then the function pVO.match must be invoked for that element. If the element is to be eliminated from consideration, then pVO.doesNotMatch() needs to be invoked listing a reason for the exclusion. As a matter of coding style, you can either include the calls to both these routines in your custom function, OR you can just include the pVO.doesNotMatch() code in the function, and put the pVO.match() innocation in the body of the rule.

For logical networks not beginning with a "@" we just want to return TRUE and let the normal selection rules apply. For networks beginning with "@" we will be more selective, excluding candidates unless they match a specific pattern. For a logical network specified in the template with name of the form "@key" we want it to match against physical networks named "owner-key", where owner is the id of the requesting user. The logic looks for a lsName beginning with "@" and then strips off the "@" to create the key. We then test the physical server name to see if it matches the owner-key pattern.

Configuring the Code

To configure the use of the rules processing, edit C:\Program Files\HP\Insight Orchestration\conf\policy\policy.xml As shown in Figure 6. Once you have updated the policy.xml file you will need to restart the Insight Orchestration service.

<policy enabled="true" name="SubnetPolicyCheck.applyFitting">

 Figure 6. Configuring rules processing

Provisioning the Service

Now we are ready to deploy the service. Logging on as user Marriott, I create the service using the template shown earlier in Figure 2. Once the provisioning completes, I can look at the service details page for more information about the service. Select the network named "@Corporate" and then click on the resource details tab. From there I see that the network has indeed been mapped to the Marriott-Corporate network by the customer allocation rules processing.


Figure 3 Provisioned Service details


The rules based processing capabilities in BladeSystem Matrix enables simple realization of customized resource allocation processing that can be used to simplify and extend Matrix template deployment. I hope this example helps others to quickly understand the capabilities enabled through this powerful engine and gives a "Quick Start" to writing your own custom rules. If you have cool examples of rule extensions you have implemented, I'd be interested in hearing about them.

Thanks to Manjunatha Chinnaswamynaika for helping me to create this example.

Happy coding :smileyhappy:


Integrating BladeSystem Matrix into a Chargeback or Billing system

I got a call last week enquiring how the IaaS APIs of BladeSystem Matrix (Matrix) could be used to integrate with a chargeback or billing system at a customer site. its a snowy day in Boulder and being a fair weather skier I thought I would spend a few moments and put together some examples of how you could do this.

How Matrix calculates a service cost

Matrix service templates are listed in the template catalog, which shows their name, a description of the service template, and an associated service cost. This cost is calculated by adding the individual costs of each of the service elements in the template together. For example, in a service template the service designer specifies costs for each class of server, for each GB of a class of storage, and for each IP address consumed on a class of subnet. The cost of the service is calculated by combining these unit costs with the amount of each type of resource consumed to create a total. The template catalog shows the cost to deploy the template. However, once the service is deployed, the user can choose to add additional storage, or perhaps choose to temporarily release (suspend) a server. When the user adds additional storage, their service cost will increase based on the template unit cost per GB of storage. Similarly when the user chooses to temporarily suspend a server, their service costs reduces, reflecting that they have reduced their resource consumption. I'm showing an example of the cost breakout chart in the Matrix template designer tool.

Linking to a charge back or billing system

The ListServices web service call can be used by an administrative user to return summary information about the services deployed in Matrix. The Web service return includes information on the current resource consumption cost of that service. Let's assume the IaaS provider wants to chargeback to their customers based on a 15 minute usage increment. They could use a single CRON job on their billing system to fetch usage information every 15 minutes, as shown in figure 2 below.

The content of the CRON job is shown in figure 3. Matrix 6.0 includes a handy CLI wrapper which I am going use in this example. The wrapper is written in Java, so I can run it on any machine and use the underlying web services to connect the Matrix environment. In my example I copied the ioexec.jar file from the Program Files/HP/Insight Orchestration/cli directory to my linux machine. You could also use your favorite wsdl2{java,perl,python,c,.net} tool or the wsdl import feature in Operations Orchestration to create something similar.

Here is my outline of the bash script:

 # sample charge back cron job
# Cron runs script every 15 minutes
# charge_owner: used to apply incremental charge to owner's account
# Inputs: service_name owner cost cost_units
# Returns: !=0 if owner has no more credit
function charge_owner
echo service $1 owner "$2" cost $3 $4
# insert commands to charge customer here!
return 0
# credit_denied: called when owner has no more credit on service
# Inputs: service_name owner
function credit_denied
echo suspend service $1 of owner $2
# Insert commands to handle over drawn customers here
# ioexec deactive service -s "$1" -c chargeback.conf
return 0

# process_chargeback
# Inputs: processes listServices output invoking charge_owner &
#         credit_denied to perform chargeback processing
function process_chargeback
while read -r LINE
    case "$FIELD"
         name)  service="$ARG";;
         cost.value)    cost="$ARG";;
         cost.units)    units="$ARG";;
         ownerName)     owner="$ARG";
                        charge_owner "$service" "$owner" "$cost" "$units"
                            credit_denied "$service" "$owner"  


ioexec list services -o raw -c chargeback.conf | process_chargeback

The script uses the ioexec wrapper to invoke the list Services web service call. I then pipe the results to process_chargeback  to parse the results extracting the service name, current charge rate and charge units, and service owner. The information is passed to the chargeback system via two functions charge_owner and credit_denied. The sample code has a stubbed version of charge_owner, which takes the service name, charge rate, charge units and owner arguments and simply echos them. This routine could be extended to insert the usage information into a database or pass it directly to a charge back system. If the routine returns a non-zero result (indicating an error), then the credit_denied routine is called. This is another stub which, for now, just echos the name of owner and the associated service. This could be extended, as shown, to do other operations - such as invoke the deactivateService web service call to shut down the service when the user has no more credit.

More Complex Scenarios

The example I've given is very simple, but hopefully is enough to get people started on their own integrations. Matrix has additional integration points that can trigger workflows to perform additional actions. An example of one of these triggers is the "Approval" workflow that is used to gate requests for new resource allocation in Matrix. This trigger point could be used to do a credit check on a customer prior to proceeding with a resource deployment operation.

I'd love feedback about the charge back or billing tools people use today, and what kind of out-of-the-box integrations would be most useful.

What's new for blades in plain language

Today, we launched some new and updated technologies that I thought you might find useful.  Here's the news in language as plain as it gets in IT. 

Our Virtual Connect interconnect porfolio was updated in two ways. 

The other news today was the update of our 4 processor, ProLiant BL685c blade server.  Basically, the new G6 version dobules the supported memory per blade versus the older, G5 version.  That's 32 DIMM sockets and 256Gb of memory per blade.  We made this move to remove a key bottleneck -- memory performance, to btake advantage of the new quad-core AMD processors and to support more VM's or big applications per blade.

If you have more questions, leave them below and our experts will fill you in on all the technical details.  In the future, visit this site to keep up to date with other blade news.

Cook better with HP Virtual Connect

The Virtual Connect cookbook has been out for awhile, but we heard from a lot of folks that no one knew about it.  Enter the communication power of the blade blog. 

Some of our best field engineers collaborated with current customers using Virtual Connect to create this de facto, technical guide.  It's not only chock full of the expert advice to keep your planning and deployment times from boiling over, but it also includes the tips and tricks to help you add that special touch that shows your CIO you really care.

You can download the official Virtual Connect Cookbook it here.

Bon Appetite!

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