CUSTOMER SUCCESS SUBSCRIPTION OFFERINGS

February 27, 2017

EXPERT ON DEMAND

  1. Architect Day – Remote – 5 Credits: This workshop is meant to provide an opportunity to ask the questions that have been on the mind of a team just getting started with Chef. We approach this with some prescription of material we believe is the best place to start, but encourage questions and open dialogue. At a minimum, we suggest time is spent getting new Chef administrators a working environment to begin writing and testing Chef recipes as quickly as possible.
    1. A Chef engineer will spend up to 8 hours remotely with your team providing assistance and recommendations on topics of your choice including, but not limited to:
      1. Optimization of Chef Automate and configuration patterns
      2. Local development with Chef
      3. The basics of a test-driven workflow from development to production
      4. Where to start with creation of cookbooks, compliance profiles, and Habitat plans
      5. Successful patterns of adoption across teams
      6. Considerations for working with different infrastructure providers (VMware, AWS, Digital Ocean, etc)
    2. Assumptions and Requirements
      1. Scheduling is subject to mutual agreement.  You will provide at least 48 hours notice, by email to your Customer Success Manager, prior to requested start date
      2. All activities will be delivered by video conferencing using Zoom (https://zoom.us/download).
  2. Architect Days – On site – 22 Credits: This workshop, consisting of no less than 3 days, is meant to provide more extensive on site assistance when the remote Architect Days offering is not sufficient. We approach this with some prescription of material we believe is the best place to start, but encourage questions and open dialogue.
    1. A Chef engineer will spend 3 contiguous days on site at offices of your choice in the United States with your team providing assistance and recommendations on topics of your choice on topics including, but not limited to:
      1. Chef product architectural overview (Chef server, client and node definitions)
      2. Review of key Chef Automate product functionality
      3. Overview of Resources, Using knife, Templates
      4. Gather requirements from multiple sources and distill into a holistic system design recommendation
      5. Recommend project tasks and milestones for deployment of holistic design
      6. Technical coach for other engineers
      7. Advise on proper implementation of Chef Automate and associated tools
      8. Work alongside your engineers and advise and assist in development of Cookbooks
    2. Assumptions and Requirements
      1. Travel & other expenses up to $1500 per week are included in the credit cost. Additional expenses will be charged as incurred.
  3. Enterprise Assessment and Design Workshop – 80 Credits: This workshop is targeted toward large enterprises who are seeking guidance from Chef on how best to apply Chef-style DevOps kung-fu in their company. Chef will send two architects to your location for three days (up to 48 resource-hours), where we drill into the make-up of your technologies and team dynamics and receive input from you regarding your usage of Chef. At the end of those three days, we produce a Deliverable detailing our findings and recommendations on how best to deal with challenges you may be facing.
    1. Activities typically covered include:
      1. Interviewing key stakeholders about your current environment topology and desired usage of Chef
      2. Assessing the maturity and desired end state of the following areas:
        1. Chef implementation architecture
        2. Network topology
        3. Provisioning processes
        4. Access control
        5. Change management implementation
      3. Conducting a meeting to review the plan with you and answer any questions you may have about the recommendations
    2. Deliverables: Chef Deployment Plan based on information collected and input received
    3. Assumptions and Requirements
      1. You will provide appropriate personnel with sufficient system or application knowledge to attend scheduled data collection and validation meetings with Chef to complete development of the assessment.
      2. This engagement is delivered over 3 days onsite with client subject matter experts. The Deliverable from this engagement is a Chef Deployment Plan and will be delivered 7 business days after the onsite visit.
  4. Focus on Speed – 82 Credits: This engagement is designed to help customers who want to make improvements in their measures of rate of software change. Engagement will be demonstrated by before-and-after measures of Deployment Frequency and / or Cycle Time from Commit to Deploy.  This engagement is delivered by one resource over 3 weeks. The first two weeks are 32 hours per week on-site, and the final week of 32 hours is delivered remotely.
    1. Activities typically covered include:
      1. Design and implement pipelines to deliver your code
      2. Pipeline configuration to manage nodes
      3. Environment architecture and configuration
      4. Pushing sample cookbook through pipeline
      5. Managing dependencies
      6. Identifying your first application, node or service to manage via a pipeline
    2. Assumptions and Requirements
      1. Your team members will have basic working experience using Chef. If not, then a “Chef Essentials” training course as described at training.chef.io (“Chef Essentials”) is recommended first.
      2. You will have a fully installed Chef environment and will have basic knowledge about workflows and CI / CD. If not, then an Onboarding Engagement is recommended first.
      3. You will provide Chef with reasonable access to your environment as necessary to complete the engagement, including, but not limited to:
        1. Access to your system & application configuration documentation
        2. Access to development / deployment pipelines as required to submit code changes within Chef Automate Workflow
        3. Access to a suitable test environment as agreed to between Customer and Chef
      4. You will provide appropriate personnel to assist, guide, and validate artifacts in a timely manner
      5. You will provide appropriate personnel with sufficient system or application knowledge to attend daily status meetings with Chef to review progress of artifact development
  5. Focus on Risk – 82 Credits: This engagement is designed to help customers who want to make improvements in their measures of quality of software change. Engagement will be demonstrated by before-and-after measures of compliance testing coverage and / or time deploying remediation.  This engagement is delivered by one resource over 3 weeks. The first two weeks are 32 resource-hours per week on-site, and the final week of 32 hours is delivered remotely.
    1. Activities typically covered include:
      1. Prepare customer for compliance-based success
      2. Validate infrastructure readiness to focus on risk
      3. Define / manage compliance as code
      4. Establish repeatable, automated workflows for compliance scans
      5. Review and remediate audit policy failures
      6. Incorporate compliance scans into build and configure via TDD
      7. Note: Does not address regulatory compliance (CIS, DISA, Security)
    2. Assumptions and Requirements
      1. Your team members will have basic working experience using Chef. If not, then Chef Essentials is recommended first.
      2. You will have a fully installed Chef environment and will have basic knowledge about workflows and CI / CD. If not, then an Onboarding Engagement is recommended first.
      3. You will provide Chef with reasonable access to your environment as necessary to complete the engagement, including, but not limited to:
        1. Access to your system & application configuration documentation
        2. Access to development / deployment pipelines as required to submit code changes within Chef Automate Workflow
        3. Access to a suitable test environment as agreed to between Customer and Chef
      4. You will provide appropriate personnel to assist, guide, and validate artifacts in a timely manner
      5. You will provide appropriate personnel with sufficient system or application knowledge to attend daily status meetings with Chef to review progress of artifact development
  6. Focus on Efficiency – 82 Credits This engagement is designed to help customers who want to make improvements in their measures of successful software change. Engagement is determined by before-and-after measures of change failure rate and / or mean time to resolve.  This engagement is delivered by one resource over 3 weeks. The first two weeks are 32 hours per week on-site, and the final week of 32 hours is delivered remotely.
    1. Activities typically covered include:
      1. Identification of small, vertical problem to be completed
      2. Definition of the project team’s purpose & beliefs
      3. Identification and commitment of a cross-functional team
      4. Iterative demos of accomplished work
      5. Outcome demonstration based on metrics
      6. Project debrief and review
    2. Assumptions and Requirements
      1. Your team members will have basic working experience using Chef. If not, then Chef Essentials is recommended first.
      2. You will have a fully installed Chef environment and will have basic knowledge about workflows and CI / CD. If not, then an Onboarding Engagement is recommended first.
      3. You will provide Chef with reasonable access to Customer’s environment as necessary to complete the engagement, including, but not limited to: ol li Access to your system & application configuration documentation li Access to development / deployment pipelines as required to submit code changes within Chef Automate Workflow li Access to a suitable test environment as agreed to between Customer and Chef
      4. You will provide appropriate personnel to assist, guide, and validate artifacts in a timely manner
      5. You will provide appropriate personnel with sufficient system or application knowledge to attend daily status meetings with Chef to review progress of artifact development
  7. ALDO Transformation Project – 241 Credits The Agile Lean DevOps (ALDO) Transformation Project is designed to help you build, grow and instantiate a release framework using sound DevOps practices. We will work with your team to select a small, visible problem that can be completed in 8 weeks (up to 256 resource-hours). Working in small batches and providing weekly demos, our team will work cooperatively with your team to adopt a new paradigm in release cadence, culminating in final demo of the project ready for production to a broad audience. Chef’s 8-week ALDO Transformation Project model can help you accelerate your pilot project. Chef engineers and architects will come work with your team on site or remotely to help with development, project cadence and ALDO development practices.
    1. The 8-week project includes the following activities:
      1. Identification of small, vertical problem to be completed
      2. Definition of the project team’s purpose and beliefs
      3. Identification and commitment of a cross-functional team
      4. Project roadmap definition
      5. Weekly iterations, focused on small batches of change
      6. Weekly demos of accomplished work
      7. Final demo at completion of project
      8. Project retrospective exercise
    2. Assumptions and Requirements
      1. You must dedicate employees to the project initiative that will be coached and assisted by Chef employees
      2. Adequate technical resources are prepared prior to start of engagement (servers, laptops, access for Chef employees)

CONTENT ON DEMAND

Chef engineers will provide development services to convert your existing content into Chef cookbooks, InSpec profiles, or Habitat plans (“Content Artifacts”). These Content Artifacts will be tested and certified to be functionally equivalent to existing configurations, scripts, or automation code, and will occur in an on-site/off-site model at Chef’s discretion.

All Content Artifacts are estimated as Simple, Medium or Complex by Chef engineers after reviewing your existing configurations. The criteria for estimation are included in descriptions for each level below.

  1. Simple Artifact – 5 Credits:These artifacts typically include widely used cookbooks, InSpec profiles or Habitat plans for software installation, configuration, and compliance. It typically takes a Chef engineer approximately 1 – 2 business days of development time per artifact. Some examples of simple artifacts are:
    1. Reusing / modifying existing supermarket cookbooks to make it fit to the customer’s environment.
    2. Installation and configure of industry products such as JBoss, Weblogic, Oracle etc.
    3. Cookbooks for automation of simple tasks such as service management.
    4. Basic test coverage using InSpec
  2. Medium Artifact – 11 Credits: These artifacts tend to have higher complexity of development due to custom design choices by you, or more advanced usage of Chef or Habitat development capabilities. It typically takes a Chef engineer approximately 2 – 4 days of development time per artifact. Some examples of medium artifacts are:
    1. Application / Product / Component installation, configurations and deployments involving custom development.
    2. Creation of template files and custom resources
    3. Integrated usage of data-bags, providers and resources
    4. Dependency checks and management
    5. Basic test coverage using InSpec and unit test coverage using Chefspec
  3. Complex Artifact – 18 Credits: These artifacts typically have the highest levels of development complexity due to specific design requirements that do not use existing functionality within Chef Automate. It typically takes a Chef engineer approximately 4 – 8 days of development time per artifact. Some examples of complex artifacts are:
    1. Infrastructure provisioning using Chef
    2. Building application deployment stacks on AWS / Azure / Datacenter
    3. Building new custom resources, libraries, or definitions
    4. Encrypted data-bag or Chef Vault development
    5. Building custom access control lists, group, or search functionality
    6. Integration with external tools such as Jenkins, Bamboo, or GitLab
    7. Integration with external APIs
    8. Container management and executing Chef within a container-based environment
    9. Basic test coverage using InSpec, unit testing with Chefspec, and custom Ruby code coverage with Chefstyle and Rubocop.
  4. Content on Demand Assumptions and Requirements:
    1. You will provide Chef with reasonable access to your environment as necessary to develop the Content Artifacts, including, but not limited to:
      1. Access to your system & application configuration documentation
      2. Access to development / deployment pipelines as required to submit code changes within Chef Automate Workflow
      3. Access to a suitable test environment as agreed to between you and Chef
    2. You will provide appropriate personnel to assist, guide, and validate artifacts in a timely manner
    3. You will provide appropriate personnel with sufficient system or application knowledge to attend daily status meetings with Chef to review progress of artifact development
    4. An estimated schedule of delivery of completed Content Artifacts will be shared with you upon final estimation of the complexity of all Content Artifacts being requested

TRAINING ON DEMAND

  1. Public Training: 1 Day Class – 1 Student – 1.25 Credits: Attendance in a scheduled and publicly offered 1-day training class, delivered either in person in select cities or online. The full list of upcoming courses and expected learning outcomes can be found at https://training.chef.io. Whether you are attending online or in person, your training will focus on hands on experiences that support and reinforce your use Chef while receiving instruction and feedback from a Chef trainer.
  2. Public Training: 2 Day Class – 1 Student – 2.5 Credits: Attendance in a scheduled and publicly offered 2-day training class, delivered either in person in select cities or online. The full list of upcoming courses and expected learning outcomes can be found at https://training.chef.io. Whether you are attending online or in person, your training will focus on hands on experiences that support and reinforce your use Chef while receiving instruction and feedback from a Chef trainer.
  3. Chef Certification Exam – .4 Credits Per Exam: The badge-based Chef certification program provides the opportunity to identify individuals with Chef proficiency. The certification exams combine knowledge and performance assessments that test for Chef skills in real world scenarios.
    1. Becoming a Certified Chef Developer requires passing three online exams. The details for each of these exams can be found at https://training.chef.io/certification.
    2. Assumptions and Requirements. The Chef Certification program is challenging and is designed to test Chef experience through an assessment of both skills and knowledge. It is the responsibility of each individual to gain the required capabilities through their experience learning and using Chef. Detailed scope for each exam is available at https://training.chef.io/certification. Reviewing the program FAQ is also recommended – https://training.chef.io/certification-faq.
  4. Private Online Training – 1 Day – 20 Credits for up to 10 Students: Attendance in a private 1-day training class that is delivered online. The full list of upcoming courses and expected learning outcomes can be found at https://training.chef.io. Chef training focuses on hands on experiences that support and reinforce your use Chef while receiving instruction and feedback from a Chef trainer.
  5. On-site Training – 1 Day: 20 Credits for up to 10 Students: Attendance in a private 1-day training class that is delivered in person in a training room provided by your company. The full list of courses and expected learning outcomes can be found at https://training.chef.io. Chef training focuses on hands on experiences that support and reinforce your use Chef while receiving instruction and feedback from a Chef trainer.
  6. ChefConf Workshop – 1 Student – 1.3 Credits: Chef offers several full day workshops during the annual ChefConf event. These workshops include topics for beginners as well as for those with years of Chef experience. The full list of workshops can be viewed at https://chefconf.chef.io.
  7. Train the Trainer – 120 Credits Chef will work with trainers at your company (“Company Trainers”) to prepare them to deliver Chef Essentials or other official Chef training within your company.
    1. Agenda:
      1. 2-3 weeks prior to program start: Company Trainers attend a publicly offered online Chef Essentials class
      2. Days 1 & 2: A Chef trainer will deliver the 2-day Chef Essentials class to the Company Trainers
      3. Day 3: Chef trainer provides, for each module, teaching tips, guidance, and answers questions for Company Trainers
      4. Days 4 & 5: Company Trainers lead Chef Essentials training to their internal trainees and Chef trainer observes and gives feedback
    2. Assumptions and Requirements. This program includes attendance for up to four trainers to attend a publicly offered online delivery of Chef Essentials. It is recommended that this is done 2-3 weeks prior to the formal Train-the-Trainer program. A list of available class offerings can be found at https://learn.chef.io.
  8. Training on Demand Assumptions and Requirements.
    1. It’s best that those attending Chef training have some familiarity and comfort with the following:
      1. Writing code (of just about any flavor) in a text editor
      2. Working on the command line
      3. Basic system administration – installing packages, configuring those packages, starting a service
      4. Chef workshops are designed to achieve the desired learning goals through hands on experiences. In order to be successful, you should bring a laptop that has access to the internet
    2. Additional learner and workstation requirements can be found for individual courses at https://training.chef.io.