HelmholtzCloud Service Selection Process Overview
The Helmholtz Cloud Service Selection Process is detailed through service surveys, iterations, criteria types, and exclusion processes. Service providers deliver data, weighting and selection criteria are applied, and candidate services are listed based on surveys and integrations. Criteria categories determine service selection, with overhead and technical criteria impacting evaluations. Exclusion criteria eliminate services, while provider criteria offer additional points.
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Helmholtz Cloud SERVICE SELECTION PROCESS Laura Schollmaier Service Portfolio Manager www.helmholtz.de
Helmholtz Cloud Service Selection Process Content Information on the Service Selection Process The service survey as our data basis The Service Selection Process in one picture The Service Selection Criteria The Results of the Service Selection initial Portfolio for Helmholtz Cloud Selected Services Key Figures on the Service Selection The Results of the Service Selection Results per Iteration The 1stIteration of Service Selection The 2ndIteration of Service Selection The 3rdIteration of Service Selection Next steps/ Roadmap 1
Information on the Service Selection Process The service survey as our data basis The Service Selection Process in one picture The Service Selection Criteria www.helmholtz.de
Helmholtz Cloud Service Selection Process Our data basis: the service survey Service Survey 1st Round Ants Finke (HZB) and Uwe Konrad (HZDR) visited each Helmholtz center and asked for: - Services the centers were interested in using - Services the centers would be willing to offer as a service provider within Helmholtz Service Survey 2nd Round Verification of the resulting service list gained in the 1stService Survey Round - Centers could announce their interest in services which were added to the service list after their visit in the 1stService Survey Round 3
Helmholtz Cloud Service Selection Process Process Overview Service provider delivers data Service Provider Exclusion Weighting Selection Criteria 2ndIteration 1stIteration 3rdIteration Information Initial SP List of Candidate Services Service Survey Service Integration Service selection process 4
Helmholtz Cloud Service Selection Process Service Selection Criteria Criteria Types Criteria Categories Services not fulfilling these criteria will be excluded from service selection Overhead Criteria Exclusion Criteria Services fulfilling these criteria will earn additional points Technical Criteria Weighting Criteria Service Provider Criteria Do not influence the evaluation of services but are rather informational Information Criteria 5
Helmholtz Cloud Service Selection Process Service Selection Criteria Weighting & Point Distribution Weighting Point distribution Points reflect how good a service fulfills a weighting criterion; point distribution was defined individually for each criterion (min. 0, max. 4 points) Weighting * Point Distribution Makes up the total points a service reached in terms of a weighting criterion Matrix comparing the importance of each criterion to all other criteria made up the Weighting of each criterion (min. 0,13, max. 0,81) 6
Helmholtz Cloud Service Selection Process Service Selection Criteria Weighting Criteria Service is ready to get integrated into Helmholtz cloud Broad range of centers is interested in using the service 0,81 Service may be made available for external users 0,67 Broad range of communities / user groups is interested in using the service Service explicitly supports scientists / their processes 0,56 Service has a promising long-term perspective 0,50 0,38 Service supports incubator interconnection (all platforms) User effort to enable the service is as low as possible 0,25 Service integration is easy to perform 0,13 7
The Results of the Service Selection initial Portfolio for Helmholtz Cloud Selected Services Key Figures on the Service Selection www.helmholtz.de
Helmholtz Cloud Service Selection Process Results of Service Selection initial Service Portfolio for Helmholtz Cloud Service OpenStack Storage (HDF) HAICORE (HAICU, HIP) Singularity Docker GPU Compute Service AWI Marketplace GitLab JupyterHub B2Share (Invenio) JupyterHub Notebooks on HPC ODV RODARE Ocean and Climate Sensor Management Rocket.Chat Zammad Mattermost Nextcloud (OnlyOffice) LimeSurvey Redmine ShareLaTex Service Providers J lich, KIT, DKFZ J lich, DESY KIT, J lich KIT, J lich DESY J lich, HZDR AWI HZDR, KIT, J lich, GEOMAR J lich, DESY, DKFZ, HMGU J lich KIT AWI HZDR AWI J lich HZDR HZDR KIT, HZB, DESY HMGU, DKFZ HZDR, HMGU HZDR Service Category Infrastructure Services Science/Community Services Collaboration Services 9
Helmholtz Cloud Service Selection Process Results of Service Selection Key Figures I/II How many services were included in the service list after survey/ each iteration was conducted? Service Survey Iteration 156 180 69 39 41 20 48 53 19 64 81 30 5 5 0 125 133 35 26 26 9 39 42 11 56 61 15 4 4 0 How many service providers offer services? Service Survey Iteration 13 13 9 2nd 1st Iteration 3rd Iteration Initial Portfolio 48 18 15 15 0 25 8 7 10 0 38 14 13 11 0 21 7 7 7 0 Services Infrastructure Community/Science Collaboration Others Services Infrastructure Community/Science Collaboration Others Every single service Distinct services 2nd 1st Iteration 3rd Iteration Initial Portfolio 9 9 Helmholtz centers 10
Helmholtz Cloud Service Selection Process Results of Service Selection Key Figures II/II How many services are excluded or postponed to a later service portfolio? 111 21 8 140 Services 21 2 3 26 Infrastructure Every single service 34 4 1 39 Community/Science 51 15 4 70 Collaboration 5 0 0 5 Others 98 16 8 122 Services 17 2 3 22 Infrastructure Distinct services 31 4 1 36 Community/Science 46 10 4 60 Collaboration 4 0 0 4 Others 11
The Results of the Service Selection Results per Iteration The 1stIteration of Service Selection The 2ndIteration of Service Selection The 3rdIteration of Service Selection For each Iteration: What was part of it Key Figures Criteria Applied www.helmholtz.de
Helmholtz Cloud Service Selection Process The 1stIteration of Service Selection What was part of it Evaluation of information gained in the service survey, e.g. on how many communities/centers are interested in using a service, which services the centers are willing to offer as a service provider etc. Information gained in service survey Division into the following lists: List of service with an external (non-Helmholtz) service provider List of services without a service provider List of other excluded services Division of the excluded services based on designated characteristics 13
Helmholtz Cloud Service Selection Process The 1stIteration of Service Selection Key Figures Services without Service Provider Maximum points to be earned Services handed over to next iteration Postponed Services Conducted in 7,72 (of total 18,68*) April-May 2020 56** 39 52 *Total points to be earned during service selection **Services that earned more than 6 Points in evaluation 14
Helmholtz Cloud Service Selection Process The 1stIteration of Service Selection Criteria Applied Point Distribution 2 Criteria Type* # Category Criteria Unit measured in Weighting 4 3 1 0 1 Overhead Service is provided for free A Yes/No Service is provided by a Helmholtz center 2 Overhead A Yes/No Services are capable for Helmholtz cloud provisioning 9 Technical A Yes/No Service explicitly supports scientists/ their processes 3 Overhead B Yes/No 0,56 Yes No Broad range of centers is interested in using the service No. of interest votes in Service Survey 4 Overhead B 0,81 19-16 15-12 11-8 7-4 0-3 Broad range of communities/ user groups is interested in using the service No. of interested Communities 5 Overhead B 0,56 >2 2 0-1 Service is named in the HIFIS proposal Service is open source 8 Overhead I Yes/No 19 Technical I Yes/No *Criteria Types: A - Exclusion criteria; B - Weighting criteria; I - Information 15
Helmholtz Cloud Service Selection Process The 2ndIteration of Service Selection What was part of it Using a prepared table, the centers providing services that earned more than 6 points in the 1stiteration were asked for some more rough information on their services Request for further information on services Information on services which earned less than 6 points in the 1stiteration The centers was given the chance to also indicate information on services that earned less than 6 points in the 1st iteration 16
Helmholtz Cloud Service Selection Process The 2ndIteration of Service Selection Key Figures Services without Service Provider Maximum points to be earned Services handed over to next iteration Postponed Services Conducted in May- August 2020 7,92 (of total 18,68*) 47 - 4 *Total points to be earned during service selection 17
Helmholtz Cloud Service Selection Process The 2nd Iteration of Service Selection Criteria Applied Point Distribution 2 Criteria Type* Unit measured in # Category Criteria Weighting 4 3 1 0 Service uses no proprietary data formats/ interfaces (no vendor lock) 11 Technical A Yes/No - - - - - - Service is capable to use Helmholtz AAI 12 Technical A Yes/No - - - - - - Timeframe required to get service ready on Service Provider side Service is ready get integrated into Helmholtz cloud <2 months <6 months 6 Overhead B 0,81 <4 weeks <1 year >1 year Service may be made available for external users Availablity for external Users Full Service Limited Service 14 Technical B 0,67 - - No Service s Longterm Perspective Service has a promising long-term perspective 17 Technical B 0,50 Promising - Unknown - Terrible *Criteria Types: A - Exclusion criteria; B - Weighting criteria; I - Information 18
Helmholtz Cloud Service Selection Process The 3rdIteration of Service Selection What was part of it Worked out to gain detailed information on services for criteria evaluation and as basic information for the future service catalogue Service Canvas Template As a proof of concept , the service canvas was filled out for three example services to verify its applicability: JupyterHub (J lich), GitLab (HZDR), Nextcloud (HZB) Practical Canvas Examples Besides the practical canvas examples, six appointments in which the service canvas was explained field by field were offered to the service providers Explanation Appointments 19
Helmholtz Cloud Service Selection Process The 3rdIteration of Service Selection Key Figures Services handed over to initial service portfolio Services without Service Provider Maximum points to be earned Postponed Services Conducted in 3,04 (of total 18,68*) August- September 2020 38 8 1 *Total points to be earned during service selection 20
Helmholtz Cloud Service Selection Process The 3rdIteration of Service Selection Criteria Applied Point Distribution 2 Criteria Type* # Category Criteria Unit measured in Weighting 4 3 1 0 Service meets data protection and IT security requirements 10 Technical A Yes/No - - - - - - Service supports user deprovisioning 13 Technical A Yes/No - - - - - - Service provider must be able to provide the service under increased load of Helmholtz users (scalability) Service Provider 20 A Yes/No - - - - - - Service provider has policies regarding the access to offered Helmholtz cloud services Service Provider 21 A Yes/No - - - - - - Service provider established backup for service data (only applicable for services that store data) Service Provider 22 A Yes/No - - - - - - No. of incubator platforms supported Service supports incubator interconnection (all platforms) 7 Overhead B 0,38 >1 - 1 - 0 *Criteria Types: A - Exclusion criteria; B - Weighting criteria; I - Information 21
Helmholtz Cloud Service Selection Process The 3rdIteration of Service Selection Criteria Applied Point Distribution 2 Criteria Type* # Category Criteria Unit measured in Weighting 4 3 1 0 Man weeks required in HIFIS for Service Integration 15 Technical Service integration is easy to perform B 0,13 0-3 4-6 7-9 10-12 12+ User effort to enable the service is as low as possible Service Enabling required by 16 Technical B 0,25 None - User - Admin Service supports open access APIs etc. 18 Technical I Yes/No - - - - - - Service providers are equally distributed among the Helmholtz centers Service Provider 23 I Yes/No - - - - - - Service Provider 24 Service provider is certified I Yes/No - - - - - - Service provider established processes to meet (legal) requirements concerning the deletion of data (data protection relevant)/ storage of data Service Provider 25 I - - - - - - *Criteria Types: A - Exclusion criteria; B - Weighting criteria; I - Information 22
Next steps/Roadmap www.helmholtz.de
Helmholtz Cloud Service Selection Process Next steps/ Roadmap Announcement of the initial service portfolio at the beginning of October Roadmap for the service integration of the initial service portfolio is about to be created October 2020 First services shall be available in the Technical Platform (Pilot version) End of 2020 Start of the evaluation of further Services April 2021 Review of Initial Service Portfolio January 2022 24
Helmholtz Cloud Service Selection Process For detailed information on the service selection.. ..please check out our Technical Documentation: https://www.hifis.net/doc/service-portfolio/ Or get back to: Laura Schollmaier HIFIS Cloud Service Portfolio Manager Tel.: +49 30 8062-42855 E-Mail: laura.schollmaier@helmholtz-berlin.de 25
Appendix www.helmholtz.de
Helmholtz Cloud Service Selection Process Results of Service Selection Postponed Services B2DROP BIDS Communityservice (Energy & Information) (Health) (Nuclear Physics) Communitystorage (Earth & Environment) (Health) (Matter) Distributed Object Storage Door Efecte Entire hosting of mail serverGate Gate Globus Toolkit HeAT Library Server ICAT ILIAS Indico Jabber XMPP Moodle Electronic Laboratory Journal (LIMS), New HMGU System OpenBIS OpenProject OSM Nominatim (Geocoder/Reverse Geocoder) OSM Overpass (OSM map data API) OSM Tileserver (Webserver for map tiles) OTRS PANGAEA Rancher Request Tracker R-Studio, R-Shiny, R-Project Sandstorm Stack Overflow Team (local) Sympa UFTP (UNICORE FTP) Virtual Desktop Service 27
Helmholtz Cloud Service Selection Process Results of Service Selection Services without Providers I/II Interest votes in Service Survey 12 11 10 10 9 9 9 9 8 8 Interest votes in Service Survey 7 7 7 7 7 7 7 7 6 6 Service Service Kubernetes Cluster Nextcloud with Collabora Endnote (Cloud) LabFolder MailMan Matrix (protocol) RDMO Software Catalog System Polls (NextCloud) Helmholtz hosted Webserver Confluence (Electronic Laboratory Journal (LIMS)) HGF EaE Specific DMP Tool Redmine (Ticketing Tool, Issue Tracker) Aspera (Genomic) mediawiki DECK (Nextcloud) Eplas GFZ Data Services Medusa OnlyOffice Project OpenOLAT Service to aquire DOI Sheila Confluence (Project Websites) Wordpress 8 Zotero 6 8 8 7 7 elabFTW ESX/ESXi RedCap Lucom Interaction Platform 6 6 6 5 28
Helmholtz Cloud Service Selection Process Results of Service Selection Services without Providers II/II Interest votes in Service Survey 5 4 4 4 4 4 4 4 4 Interest votes in Service Survey 3 3 3 3 3 2 2 2 1 Service Service GESKAT Binder Repositories Helmholtz Contact Exchange MySQL and Postgres Jabber eJabberDaemon Lync Federation Continous Improvement Proposal System Document Management System IGSN Service (Geo Science) Geo Sensor Management Invenio Norm database FMS Chat over IMAP Cell samples (Biology) Eugene Geneious Analytic machines - Community Service Build service & package repository docker hub Data Analytics Services SW-Package - Catalog Study Conduction Service (observational studies) onshape 4 1 simscale SpectrumProtect HSM 4 4 1 1 Central Geodata platform 3 0 Electronic Voting Galaxy Webserver 3 3 29
Helmholtz Cloud Service Selection Process Service Selection Criteria Exclusion Criteria Exclusion Overhead Service is provided for free Service is provided by a Helmholtz center Selection Criteria Service is provided for free Technical Service is capable for Helmholtz cloud provisioning Service meets data protection and IT security requirements Service uses no proprietary data formats / interfaces Service supports user de-provisioning Service is capable of using Helmholtz AAI Service Provider Service provider must be able to provide the service under increased load of Helmholtz users (scalability) Service provider has policies regarding the access to offered Helmholtz cloud services Service provider established backup for service data (only applicable for services that store data) 30 30
Helmholtz Cloud Service Selection Process Service Selection Criteria Weighting Criteria Weighting Overhead Service explicitly supports scientists / their processes Broad range of centers is interested in using the service Broad range of communities/ user groups is interested in using the service Service is ready to get integrated into Helmholtz cloud Service supports incubator interconnection (all platforms) Selection Criteria Service is provided for free Technical Service may be made available for external users Service integration is easy to perform User effort to enable the service is as low as possible Service has a promising long-term perspective 31 31
Helmholtz Cloud Service Selection Process Service Selection Criteria Information Criteria Information Overhead Service is named in the HIFIS proposal Selection Criteria Service is provided for free Technical Service is open source Service supports open access APIs Service Provider Service provider established processes to meet (legal) requirements concerning the deletion of data Service provider is certified Service providers are equally distributed among the Helmholtz centers 32 32
Helmholtz Cloud Service Selection Process Service Selection Criteria in Detail Overhead Criteria I/III # Criteria How to measure Point distribution (Range 0-4) Yes/No Description Type Weigh t 1 Service is provided for free Basic service (frame conditions are to be defined for each service when describing the service in detail, cannot be defined for all) can be provided for free Service provider is a Helmholtz center /no external service provider Within Helmholtz cloud, services shall be provided to interested centers for free while offering the initial service portfolio (3-5 years) Exclude services if only provided by external service providers (DFN is also an external service provider) Services that support both scientists and administration will earn points here too; only purely administrative services do not earn points A 2 Service is provided by a Helmholtz center Yes/No A 3 Service explicitly supports scientists/ their processes Services explicitly supporting scientists earn points Explicitely supports scientists: 4 Does not explicitely support scientists: 0 B 0,56 33 33
Helmholtz Cloud Service Selection Process Service Selection Criteria in Detail Overhead Criteria II/III # Criteria How to measure Point distribution (Range 0-4) 81-100% of centers are interested in using the service: 4 61-80% of centers are interested in the service: 3 41-60% of centers are interested in the service: 2 21-40% of centers are interested in the service: 1 less than 20% : 0 More than two communities are interested in using the service: 4 Two communities are interested in using the service: 2 Only one community is interested in using the service: 0 Description Type Weigh t 0,81 4 Broad range of centers is interested in using the service Percentage of centers interested in using the service, according to Yes votes in service survey As an indicator of how many centers are interested in using the service B 5 Broad range of communities/ user groups is interested in using the service Number of interested communities/ user groups > service might not be offered to all communities/ user groups (but only to specified ones) > also service's future potential for further communities/ user groups Service supports customers business processes (=benefit) B 0,56 Communities/user groups = scientific communities and non-scientific one (administration, IT etc., counted as one community) 34 34
Helmholtz Cloud Service Selection Process Service Selection Criteria in Detail Overhead Criteria III/III # Criteria How to measure Point distribution (Range 0-4) Up to 4 weeks: 4 2 month: 3 6 months: 2 1 year: 1 longer: 0 Description Type Weigh t 0,81 6 Service is ready get integrated into Helmholtz cloud E.g. Hardware upgrading, service extension, service restructuring might be required B Services Helmholtz cloud readiness can be set up within X days (time span) Cannot be influenced by HIFIS since the providing center has to set up the cloud readiness! This is why this criteria is highly weighted Services that support the interconnection within the incubator shall earn points > also services that support HIFIS internally e.g. Helmholtz Cloud supports HIFIS Software cluster 7 Service supports incubator interconnection (all platforms) Interconnection with other platforms/ pilot projects (e.g. HAF > Heat, HAICU, HIDA, HIFIS internally etc.) Multiple platforms supported: 4 One platform supported: 2 No platform supported: 0 B 0,38 8 Service is named in the HIFIS proposal Check with list of services mentioned in proposal Yes/No I 35
Helmholtz Cloud Service Selection Process Service Selection Criteria in Detail Technical Criteria I/III # Criteria How to measure Point distribution (Range 0-4) Yes/No Description Type Weigh t 9 Services are capable for Helmholtz cloud provisioning Some services such as SAP are not capable for Helmholtz Cloud provisioning A Characteristics of a Helmholtz cloud service > on-demand self-service > broad network access > resource pooling > rapid elasticity > measured service Individual per service 10 Service meets data protection and IT security requirements Service uses no proprietary data formats/ interfaces (no vendor lock) Yes/No A 11 Yes/No Provider-specific data formats/ interfaces lead to forced bonds which cause e.g. high migration costs when the service is replaced by another one > not only data, but also metadata should be exportable A 36
Helmholtz Cloud Service Selection Process Service Selection Criteria in Detail Technical Criteria II/III # Criteria How to measure Point distribution (Range 0-4) Yes/No Description Type Weigh t 12 Service is capable to use Helmholtz AAI Service supports user deprovisioning Service may be made available for external users A 13 Yes/No A 14 Services that can be made available to external users earn points Yes (full service is available for external users): 4 Yes (only limited version of service is available for external users): 2 No: 0 0-3 weeks: 4 4-6 weeks: 3 7-9 weeks: 2 10-12 weeks: 1 more: 0 Organizational topic: service provider allows external users to use services on their own systems > also in terms of access rights B 0,67 Might be required as an overhead criteria and as a technical criteria! In order to grab some low hanging fruit services first 15 Service integration is easy to perform Service integration takes X days (man days required within HIFIS) B 0,13 This can be influenced in HIFIS since we have our own employees for service integration! This is why this criteria is not highly weighed 37
Helmholtz Cloud Service Selection Process Service Selection Criteria in Detail Technical Criteria III/III # Criteria How to measure Point distribution (Range 0-4) No enabling needed: 4 User can enable service: 2 Admin can enable service: 0 Description Type Weigh t 0,25 16 User effort to enable the service is as low as possible Services that are easily enabled without/ with low user effort earn points Services sustainability earns points using the long-term perspective of a service B 17 Service has a promising long-term perspective Promising: 4 (service is continuously refined) Unknown: 2 (no information on how service will be further developed) Terrible: 0 (e.g. service will not be further developed) Yes/No Long-term perspective = three years B 0,50 18 Service supports open access APIs etc. Service is open source I 19 Yes/No I 38
Helmholtz Cloud Service Selection Process Service Selection Criteria in Detail Service Provider Criteria I/II # Criteria How to measure Point distribution (Range 0-4) Yes/No Description Type Weigh t 20 Service provider must be able to provide the service under increased load of Helmholtz users (scalability) Service provider has policies regarding the access to offered HIFIS* cloud services Service provider established backup for service data (only applicable for services that store data) Service providers are equally distributed among the Helmholtz centers Infrastructures of center should allow a stable provision (IT security, enough staff to provide service, Help Desk etc.) A 21 Yes/No Therefore illegitimate access is identifiable A 22 Yes/No A 23 Check distribution among service providers after having chosen services Yes/No Use distribution key from head office to determine how many services which center should provide I 39
Helmholtz Cloud Service Selection Process Service Selection Criteria in Detail Service Provider Criteria II/II # Criteria How to measure Point distribution (Range 0-4) Yes/No Description Type Weigh t 24 Service provider is certified e.g. ISO 9000, 27001/ BS7799, BSI C5 I 25 Service provider established processes to meet (legal) requirements concerning the deletion of data (data protection relevant)/ storage of data Yes/No I 40
