Welcome to the OpenStack Passport program

Anne Bertucio (OpenStack Foundation) & Tobias Rydberg (Chair OpenStack Public Cloud Working Group)

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Monday, November 6, 11:35am-12:15pm, Sydney

This presentation is for...

Audience: next gen of cloud users looking to choose open clouds.

Takeaways (by the end of this presentation you will know…)

1. you have a choice when it comes to choosing the cloud right for you.
2. how the OpenStack Passport provides value to customers and providers.
3. what the future iterations of the Passport may come to look like.
4. where to go to get involved in the growing open cloud community!

For OpenStack clouds looking to join as a Passport provider, please attend the Forum Fishbowl on Wed 8th, 9:50am-10:30am Level 4 in C4.10.✉passport@openstack.org

1.) Aim of the OpenStack Passport

Why should I want to use the OpenStack Passport?

2.) Value for Passport customers

How does the OpenStack Passport assure I have choice?

3.) Value for Passport providers

Who are the clouds providing the OpenStack Passport?

4.) Passport panel

What future features will the Passport provide me?

5.) Questions & help

Where can I get help to use my OpenStack Passport?

6.) Have fun with OpenStack

How can I get involved to better utilise my Passport?

Presentation Outline:

1.) Why should I want to use the OpenStack Passport?

...the freedom to roam all open clouds

Passport overview

Context (where it began):

• There are over 60+ datacentres worldwide running OpenStack as provided by 25 different public cloud providers in 22 countries (50+ cities): together, the broadest open cloud footprint worldwide with choice++ (location, language and legalities). We want the world to start using open clouds.

Passport aim:

• For Public Clouds, this initiative aims to increase the number of customers trialling OpenStack Public Clouds;
• For the community, the aim is to increase the ability to onboard new community members and improve their on-boarding experience.

-Tagline for free market (comparative advantage) policy, US Treasury-

“A rising tide lifts all boats”

2.) How does the OpenStack Passport assure I have choice?

...value for customers, community and providers.

What Passport providers are assuring for their new customers:

• Passport providers must provide a free trial account to new customers.
• A user friendly experience must be provided, and efforts to improve your UX and onboarding process should be done in collaboration with the community (via the Public Cloud Working Group).
• Customer response times should be kept to a minimum with clear expectations set for how the Passport freemium trial is provided and how long it lasts for each customer.
• Providers must have a privacy policy.
• Look for the OpenStack Passport logo on participating Public Cloud websites, it’s a guarantee they’ve met the Passport requirements.

Example: Passport by form (current)

Passport by form: Dillon-the-DevOps selects DeltaCloud as part of the www.OpenStack.org/passport program.

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• Dillon selects DeltaCloud because it has VMs, Containers and Baremetal which meet her government’s data sovereignty laws.
• Upon arriving at www.DeltaCloud.com/passport Dillon is provided with a web form to request her trial account.
• To help with filling out the form, a screencast video is provided with explanation for how and why this customer data is collected.
• Upon filling out the form correctly (with robust error handling for credit card numbers / VAT / Tax and address validation), Dillon is immediately provided with a voucher code which enables her to start using the DeltaCloud then-and-there.
• Dillon as a new customer is happy with the immediacy provided.
• Follow-up emails are provided within 24 hours with instructions for how to use the “OpenStack Command Line Interface (CLI)” to make sure getting-started with the DeltaCloud was a success for Dillon.

-Steve Jobs (1995-2011)-

“You’ve got to start with the customer service experience and work back towards the technology, not the other way around”

3.) Whom are the clouds providing the OpenStack Passport?

...10x Passport providers with NN+ datacentres on 5 continents, the broadest cloud footprint on earth

Broadest public cloud footprint worldwide

1. City Network
2. Catalyst
3. Elastx
4. Memset
5. Home at Cloud
6. OVH
7. Scale up Tech
8. Telefonica
9. UK Cloud
10. Vexxhost

- John Forbes Nash Jr (1928-2015) -

“The Best for the Group comes when everyone in the group does what’s best for [one]self *AND* the group”

4.) What future features will the OpenStack Passport provide me?

...let’s talk about why customer service is important in an open cloud community.

Customer Focus Panel

Passport providers:

1. Jean Daniel, OVH (EU)
2. Bruno Lago, Catalyst Cloud (NZ)
3. Tobias, CityCloud (EU)

Cloud customers representatives:

• Anne Bertucio (Foundation, dev onboarding)
• Monty (Red Hat, SDK developer)

Moderator: Chris Hoge (Foundation)

Microphone: Flanders (Foundation)

Passport Panel Questions:

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• Q1: Providers: what new features would you like to enable in your cloud to make it easier for customers to get started?
• Q2: Customers: what would you like the cloud customer experience to look like by 2020?
• Q3: Customers+Providers: what are the key features the next gen of cloud customers will want?
• Q4: final quotes/statements #tweetable

5.) Where can I go to get help using my OpenStack Passport?

...The Passport program is about making it easy to get started using OpenStack, help us help you.

Where to get help...

• Each provider has a dedicated customer service team to support you in the use of their cloud’s trial Passport program.
• There are several community groups who are eager to hear your thoughts on getting-started with OpenStack clouds, including:
• API-SDK- SIG (Chris Dent, Ed Leafe & Michael McCune)
• Public Cloud Working Group (Tobias Rydberg & Zhipeng Howard)
• OpenLab (Melvin Hillsman & Leong Yih)
• Technical Committee (esp Clark Boylan and Monty Taylor)
• The Foundation has a team (available 24/7) via passport@openstack.org where we are happy to connect you and hear your thoughts on how to improve the OpenStack Passport.

- Bill Gates -

“Your most unhappy customers are your greatest source of learning “

6.) How can I have fun while using my OpenStack Passport?

OpenStack is a foundation, a product and a community, utilize all three.

Places to meet the community and have fun with OpenStack!

Weekly IRC meetings for the Public Cloud Working Group and API/SDK Special Interest Group

Forum fishbowls sessions

Project Technical Gathering, Dublin Ireland May NNN

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Community portal

passport@openstack.org

openstack.org/passport

Please email us if you would like further information on the Passport program

Why wait get started now!

www.openstack.org/passport

Get started by picking the cloud which has the right location, language and legalities for you!

Webinar: passport program guidelines and examples for participating public clouds

OpenStack Public Cloud Passport Program

OpenStack Public Cloud Working Group & The OpenStack Foundation

15:00 UTC Thursday October 12 *AND* 00:00 UTC Friday October 13

1.) Passport program overview

Why is this valuable for public clouds & the community?

2.) Requirements for participation

How do we achieve this jointly?

3.) Passport logo and agreed-text

Which branding have we agreed upon?

4.) Passport examples

What are some examples you might use for your passport?

5.) Q&A

What questions do you have?

6.) Next steps

What’s next and when are the deadlines?

Table of Contents:

Passport overview

Context (where it began):

• 60+ datacentres worldwide running OpenStack as provided by 25 different public cloud providers in 22 countries (50 cities): together, the largest open cloud footprint worldwide.

Passport aim:

• For Public Clouds, this initiative aims to increase the number of customers trialling OpenStack Public Clouds;
• For the community, the aim is to increase the ability to onboard new community members and improve their on-boarding experience.

Passport requirements

Requirements for a Passport freemium/trial page on each participating Public Cloud provider’s website:

1. Your must provide a free trial account based on either: a.) current public cloud trial program, or b.) a new trial program launched by October 28, 2017.
2. You must display the official OpenStack Passport graphic and agreed-upon-text as part of your own website's Passport landing page.
3. You must provide a quality user experience that avoids confusing or complex sign-ups that could potentially dissuade users.
4. You must have a privacy policy that you present to users during the signup process.
5. You are strongly encouraged to be involved the OpenStack Public Cloud Working Group via their meetings (IRC) and other activities (Summit).
6. You acknowledge that participation in the program is not a guarantee of traffic or users.

Passport examples (exists today)

There were four use cases the Working Group noticed public cloud partners are currently utilising for their freemium/trial pages:

1. Passport by form, e.g. a new customer fills out a form with their details and are given a trial account immediately.
2. Passport by email, e.g. a customer service email is provided with guarantees for a prompt response time.
3. Passport by phone, e.g. new customer requests a freemium account, a customer service agent calls them back.
4. Passport by other, i.e. your cloud is not yet launched but you would like to participate in the future.

Example: Passport by form (preferred)

Passport by form: Dillon-the-DevOps selects DeltaCloud as part of the www.OpenStack.org/passport program.

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• Dillon selects DeltaCloud because it has VMs, Containers and Baremetal which meet her government’s data sovereignty laws.
• Upon arriving at www.DeltaCloud.com/passport Dillon is provided with a web form to request her trial account.
• To help with filling out the form, a screencast video is provided with explanation for how and why this customer data is collected.
• Upon filling out the form correctly (with robust error handling for credit card numbers / VAT / Tax and address validation), Dillon is immediately provided with a voucher code which enables her to start using the DeltaCloud then-and-there.
• Dillon as a new customer is happy with the immediacy provided.
• Follow-up emails are provided within 24 hours with instructions for how to use the “OpenStack Command Line Interface (CLI)” to make sure getting-started with the DeltaCloud was a success for Dillon.

Example: Passport by email

Passport by email: Pat-the-PaaS-dev selects BetaCloud to trial OpenStack with Kubernetes and Docker Swarm for hybrid cloud capabilities.

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• Pat selects BetaCloud because they want to utilise several IaaS providers including the 60+ OpenStack datacentres worldwide, as well as AWS and Azure.
• Upon arriving at BetaCloud, Pat is instructed to email a customer representative who is a specialist in deployment of C/PaaS atop OpenStack.
• Trial accounts are provided alongside a 24 hour chat client for any questions which Pat may have while getting started.
• Several blog posts and forthcoming event announcements are sent to Pat on cutting edge use of C/PaaS atop OpenStack’s IaaS.

Example: Passport by phone

Passport by phone: Andrea-the-AppDev selects Alphacloud to trial as part of the OpenStack.org/passport program.

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• Andrea selects AlphaCloud because they provide French-native speakers to provide support for integrating Andrea’s French-language application.
• Upon arriving at AlphaCloud.com/public-cloud/passport Andrea is greeted by a form fill to request consultation on the use of a freemium public cloud trial.
• The page explains how AlphaCloud provides trial accounts, including free consultations via phone.
• Clear timelines are provided as are guarantees for how quickly Andrea can be up and running with her 6 month long freemium account, including the free hour long phone consultation.
• OpenStack SDK resources are provided in the programming languages which Andrea most frequently uses, i.e. Python Shade SDK library.

Example: Passport by other...

Passport coming soon: GammaCloud is interested in becoming a OpenStack Passport partner, but does not yet have their public cloud launched.

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• Any OpenStack Public Cloud can click the ‘join today’ button on OpenStack.org/passport#join to join the passport program once their cloud is ready and they have met the established guidelines.
• Further public cloud provider join the Passport program via OpenStack’s ‘Public Cloud Working Group’ via their fortnightly IRC meetings and their Summit Forum sessions in Sydney and Vancouver.
• Other public cloud providers email <passport@openstack.org> to request further information on how they can join the Passport program.

Passport logo+text for websites:

• Logo: passport.png (to be placed alongside the provided text)
• Agreed text: “<CloudProvider> is a proud OpenStack Passport partner providing Open Source Infrastructure as part of the world’s broadest public cloud footprint: 60 availability zones across 50 cities worldwide.”

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• To coordinate press releases, please make sure your marketing team is Cc’d into any correspondence when requesting your passport logo from passport@openstack.org.
• Please see your local government agency for example privacy statements, e.g. http://ec.europa.eu/justice/data-protection/

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DRAFT

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“<Cloud> is a proud OpenStack Passport partner providing Open Source Infrastructure as part of the world’s broadest public cloud footprint: 60 availability zones across 50 cities worldwide.“

Passport questions

• How can we participate in helping jointly improve the documentation for onboarding new customers? Especially in the programming languages (SDKs) which our customers are most likely to use?
• Is there a forum where we can put forward recommendations for how we can all improve our customer sign-up usability?
• What activities will be ongoing at the Sydney Summit whereby we can get involved in: a.) marketing, b.) ease of Passport sign-up, c.) better onboarding documentation and tools (SDKs/APIs), d.) discussions on cross-cloud federation.
• If I have further questions, where is the best place to ask them?
• What other questions do you have?

Passport next steps: Landing page

Due date for passport partners to submit their passport website:

• Submit your Passport splash page (URL) by 20th October 12:00UTC ✉→MailTo: passport@openstack.org

Passport submission process:

1. Submit your draft Passport website URL to passport@openstack.org for review by the ‘Public Cloud WG’. Please Cc your marketing team so we can provide them announcement text.
2. Upon approval, an official Passport logo will be provided via reply.
3. The Public Cloud Working Group and OpenStack Foundation will review and give feeback, with a goal of final implementation by October 27, 2017 at 11:59pm PT.

Passport next steps: Final deadline

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• You Passport Program must be implemented October 27, 2017 at 11:59pm PT.
• Passport submission process:
• Submit your draft Passport website URL to passport@openstack.org for review by the ‘Public Cloud WG’. Please Cc your marketing team so we can provide them announcement text.
• Upon approval, an official Passport logo will be provided via reply.
• Once your logo and text is in place on your website (and your freemium/trial account has been tested) you will be notified and linked to via the openstack.org/passport website.

Passport announcement amplification

Participation in Passport program at the Sydney Summit

• Help us, help you.
• Please make sure to Cc your marketing team into any correspondence so we can provide press releases.
• During the keynote announcement, help us amplify!
• Please attend the presentation and orientation for interested partners on Monday Nov 6th at 11.30am at the Syd Summit.
• There will be further Working group sessions in the Forum.

Beyond Sydney (Vancouver):

• PublicCloud-WG meetings: https://wiki.openstack.org/wiki/PublicCloudWorkingGroup
• Meetings at OpenStackDays worldwide.
• More publicity in at the Vancouver & Germany Summits!

*DRAFT* o.o/passport website: welcome and introduction

“freedom to roam”

*DRAFT* o.o/passport website: pick your cloud

“largest open cloud footprint worldwide”

*DRAFT* o.o/passport website: clouds in your language and location.

“60 availability zones across 50 cities worldwide”

*DRAFT* o.o/passport website: onboarding resources (APIs/SDKs)

“...provide a quality user experience for first time customers...”

-OpenStack Passport Program Partners-

“Giving the world wings to roam any cloud”

Finis.

passport@openstack.org

OpenStack Public Cloud

Passport Program

Proposal and planning sandbox

David F. Flanders

August 2017

1.) Passport: Call to Action

Why different audiences in our community will want to contribute to an OpenStack Public Clouds Passport initiative?

2.) Timeline: phases for rollout

When do we launch and what are the major milestones for success? How do we know we’ve won?

3.) Partners willing to support?

Who are the key community members whom we need to engage to make this a success?

4.) Risks?

Where could things go wrong?

5.) Next steps?

Can you help? Next steps? Actions...

6.) Questions / Discussion

What things should we keep about this proposal and what things should we drop?

Agenda

What? = the pitch

OpenStack Public Clouds Passport - Community Call to Action

The OpenStack Public Passport: “the freedom to roam any cloud”

60+ datacentres worldwide running OpenStack as provided by 20 different public cloud providers: the largest open cloud worldwide.

To obtain your free cloud credits at any of the following participating Open Source public clouds please visit:

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www.openstack.org/passport

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Freedom to roam these clouds with open borders:

OVH (France, Australia, Japan, etc)

Datacentred (UK)

Internap (Canada, USA, EU, etc.

City Network

Memset Hosting

Ormuco Cloud

Homeatcloud

Etc

Etc

Etc

etc

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For getting started with OpenStack, see:

developer.openstack.org

Call to Action(s)?

Public Clouds:

• Data legislation & sovereignty
• Cost savings
• Highlight localised support
• Open competition (anti-monopoly)

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Cloud customers:

• Support in mother tongue
• Local community support
• Want to seamlessly use multiple clouds.

Foundation (community):

• Create awareness that OpenStack *is* a valid player in the Public Cloud space.
• Empower public cloud ecosystem, showing them value for their contrib.

Aim of the Passport initiative:

Win-Win

For Public Clouds, this initiative will increase the number of customers trialling their OpenStack Public Cloud; for the community, it will increase the ability to onboard new community members on mass.

-Aiming for a Nash Equilibrium-

When/where? = Timeline

Rolling out the OpenStack Public Cloud Passport

3 Phases (To be workpackaged)

MVP: Minimum Viable Passport

1. As low hanging fruit, having a <link> to each public cloud where instructions for how to obtain free credits are provided.
2. Each link can be listed at www.openstack.org/passport.
3. The PublicCloud-WG can then get agreement from each of the participating passport public clouds how to improve the page on Public Cloud website with further getting-started guides.
4. When guides are agreed upon they can be shared and published via developer.openstack.org
5. #! Provision should be made for tracking the number of users who claim credits along with number of freemium users converted to paying customers.

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Ciao

MVP Maximum Viable Passport (Global Passport)

1. End Users (newcomers) to OpenStack will be able to sign up for freemium credits to multiple participating clouds at a single URL <OpenStack.org/Passport>.
2. Keys for using various clouds will be provided along with getting-started instructions (per API/SDK).
3. The Foundation would work with Public Clouds to enable an agreed trial programme for new users.

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The OpenStack Global Passport

“Freedom to roam any cloud”

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Grab your cloud passport today and unlock 60+ datacentres around the world!

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Select which kind of services you want to use below:

Who? = Partners (leaders)

Who will help organise the community around this initiative (long term)?

Contributing leadership forces (stakeholders)

1. OpenStack PublicClouds-WG chairs (Sean, Tobias, Howard)
2. Foundation: Anne+Chris re OpenStack onboarding + 101 getting started (+DFF re developer.o.o)
3. Huawei OpenLab: Melvin + Anni re updating SDKs+C/PaaS for ease of use by all Public Clouds ←
4. New UC Chairs: ?Bruno?
5. Docs (Alexandra, Doug…)
6. Community contribs to Dev.o.o…?
7. Foundation: Hackathons/Sumits as testing ground for devs to use OpenStack

Owners of: Getting-started (OS101) + dev.o.o

1. What lessons/tutorials can we engage public clouds to produce so it is easy for new users to start trialling OpenStack? → share via dev.o.o?
2. What is the scope of lessons: SDKs, Schedulers, Orchestrators, C/PaaS, Serverless, etc.
3. [Qs from Alex/Doug]
4. What are the key analytics driving traffic at dev.o.o?
1. Reference traffic (Google, Baidu, etc)
2. Returning user bounce rate.
3. Top pages: api-ref, api-guide, sdks

Analytics dev.o.o, see notes from Anne

How => Risks?

How do we mitigate risk?

Risks

• How do we present OpenStack Public Clouds as a federated worldwide entity which compliments an Enterprise public multi-cloud portfolio?
• What Q’s are the Analysts going to subject this to?
• What expected negative feedback (FUD) can we give Analysts so they help ask the hard questions about monopolies of AWS, et al
• What information do we need to protect
• How best to disseminate these messages? SuperUser, Video, Social Media, Letter to partners, etc.
• How do we name this initiative given all the naming issue around public, private managed?
• How do we mitigate people claiming multiple credits and abusing freemium credits? Credit Cards details...
• Shared customer UX experience for claiming credits via multiple clouds?
• Once account is credited what kind of experience does the customer expect? How do we measure this?
• What are other requirements for joining the initiative? OpenStack powered? What happens if a cloud participating in the program stops meeting the OpenStack Powered requirements?
• What should happen to partners who ‘game the system’ for their advantage, is there a way to assure partners play fairly?
• How can developer.opnestack.org play a role in supporting public cloud documentation for onboarding new customers?
• Does this initative encourage multi-cloud use by customers?

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Next steps?

Recommendations → Actions

Next steps?

Action (now):

• Evaluate the usability of Public Clouds sign-up process [?and getting-started?]
• Sean’s sign-up sheet for Public Clouds to participate in Passport initiative.
• Anne’s evaluation of cloud sign-up usability from Boston summit.
• Have PublicCloud-WG chairs draft evaluation criteria for sign-up.
• Further discussions at summit re ‘gold standard’ for passport freemium sign-up process. Esp with Sales/UX teams engaged.

Action (anon):

• Evaluation of getting-started (post usability of sign-up) for each participating Public Cloud.

Current workpackage:

Aim: provide fair+friendly feedback for how the sign-up process for each cloud could be improved.

Objectives:

1. Each participant signs up to another public cloud (not their own), highlight experiences which should be both kept/changed to improve the sign-up usability.
2. PublicCloud-WG agrees set of criteria for ‘good practice’ in signing-up.

Out of scope for this WP:

• Getting-started guides, post sign-up.
• Freemium credit amount and/or length.

Social Media Sales Pipelines

https://cloud.google.com/free/

-Byproducts of being Open-

“Being ‘Open’ is about the human freedoms we enable for our users. We want to give our community *the freedom* to roam any cloud without borders...”

Finis.

OpenStack.org/passport

Draft website page for review

openstack

openstack

OpenStackFoundation

@OpenStack

Overview: o.o/passport/

→ Copy the current formatting for the /innovation/ microsite for the /passport/ page?

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3x Sections:

1. Welcome/intro
2. List of participating public clouds
3. Resources for getting-started

1. Welcome, intro and pitch

(2) List of participating public clouds, with links to their trial/freemium pages.

Should we have a ‘exemplar public clouds’ listed first?

(3) Resources for getting-started using APIs/CLIs/SDKs

Title: Welcome to the OpenStack Public Cloud Passport Program

Section (1): o.o/passport#call-to-action

The OpenStack Passport program enables you to gain FREE hands-on experience with Public Clouds in over NN+ data centers worldwide. Pick a cloud below and get started!

The OpenStack Passport Program is a collaborative effort between OpenStack public cloud vendors to let you experience the freedom, performance and interoperability you can get from open source cloud solutions.

• Welcome, intro and pitch

List of clouds

Section (2): o.o/passport#participate-clouds

Template per Public Cloud:

• Name of Cloud
• Tagline tagline
• Location of data centers

Button= Get your 🆓 account NOW

(2) List of participating public clouds, with links to their trial/freemium pages.

OVH

“Tagline: the freedom cloud”

Clouds in Paris, Lyon, NYC, Tokyo and Sydney

Resources for Getting Started

Section (3): o.o/passport#

Step 1.) Are you a Python developer? get started using the Shade SDK with all these clouds!

Step 2.) … Get started using the OpenStack Command Line Client (CLI)

Step 4.) have fun with OpenStack, join the community to get involved!

(3) Resources for getting-started using APIs/SDKs

Get started with the OpenStack Command Line Interface (CLI)

The *freedom* to have fun with OpenStack!

Finis.