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  Think Big – Now Think Even Bigger
  Join Us at Internet of Things at Cloud Expo, November 11-13,
at the Javits Center!

The Internet of Things (IoT) is the most profound change in personal and enterprise IT since the creation of the Worldwide Web more than 20 years ago.

All major researchers estimate there will be tens of billions devices - computers, smartphones, tablets, and sensors - connected to the Internet by 2020. This number will continue to grow at a rapid pace for the next several decades.

With major technology companies and startups seriously embracing IoT strategies, now is the perfect time to attend Internet of Things at Cloud Expo in New York City. Learn what is going on, contribute to the discussions, and ensure that your enterprise is as "IoT-Ready" as it can be!

Delegates to Internet of Things at Cloud Expo will be able to attend eight separate, information-packed tracks:

  • Enterprise Cloud
  • Digital Transformation
  • The API Enterprise | Mobility & Security
  • DevOps | Containers & Microservices
  • Cognitive Computing | AI, ML, DL
  • Big Data | Analytics
  • IoT | IIoT | Smart Cities
  • Hot Topics | FinTech | WebRTC

There are 120 breakout sessions in all, with Keynotes, General Sessions, and Power Panels adding to three days of incredibly rich presentations and content.

We'll see you in New York!

Day 3 Keynote at @ThingsExpo | Chris Matthieu, CTO of Octoblu
In his keynote at @ThingsExpo, Chris Matthieu, Director of IoT Engineering at Citrix and co-founder and CTO of Octoblu, focused on building an IoT platform and company. He provided a behind-the-scenes look at Octoblu's platform, business, and pivots along the way (including the Citrix acquisition of Octoblu).
  Themes & Topics to Be Discussed

Consumer IoT
• Wearables
• Smart Appliances
• Smart Cars
• Smartphones 2.0
• Automation
• Smart Travel
• Personal Fitness
• Health Care
• Personalized Marketing
• Customized Shopping
• Personal Finance
• The Digital Divide
• Mobile Cash & Markets
• Games & The IoT
• The Future of Education
• Virtual Reality

Enterprise IoT
• The Business Case for
x IoT
• Smart Grids
• Smart Cities
• Smart Transportation
• The Smart Home
• M2M
• Authentication/Security
• Wiring the IoT
• The Internet of
x Everything
• Digital Transformation
x of Enterprise IT
• Agriculture
• Transportation
• Manufacturing
• Local & State
x Government
• Federal Government

IoT Developers | WebRTC Summit
• Eclipse Foundation
• Cloud Foundry
• Linux Containers
• Node-Red
• Open Source Hardware
• Ajax and the IoT
• Leveraging SOA
• Multi-Cloud IoT
• Evolving Standards
• WebSockets
• Security & Privacy
x Protocols
• GPS & Proximity
x Services
• Bluetooth/RFID/etc
• Nest Labs

The Top Keynotes, the Best Sessions, a Rock Star Faculty and the Most Qualified Delegates of ANY Internet of Things Event!

The future of computing lies in these things. As computing takes a much more active role in our lives it will at the same time become much more invisible. Internet of Things Expo will address the challenges in getting from where we are today to this future.
The high-energy event is a must-attend for senior technologists from CEOs on down – including CIOs, CTOs, directors of infrastructure, VPs of technology, IT directors and managers, network and storage managers, network engineers, enterprise architects, and communications and networking specialists.

@ThingsExpo Power Panel | The World's Many IoTs: Which Are the Most Important?
The Internet of Things is clearly many things: data collection and analytics, wearables, Smart Grids and Smart Cities, the Industrial Internet, and more. Cool platforms like Arduino, Raspberry Pi, Intel's Galileo and Edison, and a diverse world of sensors are making the IoT a great toy box for developers in all these areas. In this Power Panel at @ThingsExpo, panelists discussed what things are the most important, which will have the most profound effect on the world, and what should we expect to see over the next couple of years.
Benefits of Attending the Three-Day Technical Program
  LEARNexactly why Internet of Things is relevant today from an economic, business and technology standpoint.
  HEAR first-hand from industry experts the common issues and requirements for creating a platform for the Internet of Things.
  SEE what new tools and approaches the Internet of Things requires.
  DISCOVER how to drive a distributed approach to the Internet of Things, where applications move to the data.
  FIND OUThow the vast volumes of new data produced by the Internet of Things provides a valuable new source of business insight through advanced analytical techniques.
  MASTER how the ongoing development of smart cities, cars, and houses will enhance connectivity infrastructure.
Lunch Power Panel | Microservices & IoT- Moderated by Jason Bloomberg
In this Power Panel at @DevOpsSummit, moderated by Jason Bloomberg, president of Intellyx, panelists Roberto Medrano, Executive Vice President at Akana; Lori MacVittie, Evangelist for F5 Networks; and Troy Topnik, ActiveState's Technical Product Manager; and Otis Gospodnetic, founder of Sematext; peeled away the buzz and discuss the important architectural principles behind implementing IoT solutions for the enterprise. As remote IoT devices and sensors become increasingly intelligent, they become part of our distributed cloud environment, and we must architect and code accordingly. At the very least, you'll have no problem filling in your buzzword bingo cards.

Book Excerpt: Fundamental Cloud Architectures
Foundational cloud architectural models, exemplifying a common usage & characteristic of contemporary cloud-based environment

Service Load Balancing Architecture
The service load balancing architecture can be considered a specialized variation of the workload distribution architecture that is geared specifically for scaling cloud service implementations. Redundant deployments of cloud services are created, with a load balancing system added to dynamically distribute workloads.

The duplicate cloud service implementations are organized into a resource pool, while the load balancer is positioned as either an external or built-in component to allow the host servers to balance the workloads themselves.

Depending on the anticipated workload and processing capacity of host server environments, multiple instances of each cloud service implementation can be generated as part of a resource pool that responds to fluctuating request volumes more efficiently.

The load balancer can be positioned either independent of the cloud services and their host servers (Figure 11.10), or built-in as part of the application or server's environment. In the latter case, a primary server with the load balancing logic can communicate with neighboring servers to balance the workload (Figure 11.11).

The service load balancing architecture can involve the following mechanisms in addition to the load balancer:

  • Cloud Usage Monitor - Cloud usage monitors may be involved with monitoring cloud service instances and their respective IT resource consumption levels, as well as various runtime monitoring and usage data collection tasks.
  • Resource Cluster - Active-active cluster groups are incorporated in this architecture to help balance workloads across different members of the cluster.
  • Resource Replication - The resource replication mechanism is utilized to generate cloud service implementations in support of load balancing requirements.

Figure 10: The load balancer intercepts messages sent by cloud service consumers (1) and forwards them to the virtual servers so that the workload processing is horizontally scaled (2).

Figure 11: Cloud service consumer requests are sent to Cloud Service A on Virtual Server A (1). The cloud service implementation includes built-in load balancing logic that is capable of distributing requests to the neighboring Cloud Service A implementations on Virtual Servers B and C (2).

Cloud Bursting Architecture
The cloud bursting architecture establishes a form of dynamic scaling that scales or "bursts out" on-premise IT resources into a cloud whenever predefined capacity thresholds have been reached. The corresponding cloud-based IT resources are redundantly pre-deployed but remain inactive until cloud bursting occurs. After they are no longer required, the cloud-based IT resources are released and the architecture "bursts in" back to the on-premise environment.

Cloud bursting is a flexible scaling architecture that provides cloud consumers with the option of using cloud-based IT resources only to meet higher usage demands. The foundation of this architectural model is based on the automated scaling listener and resource replication mechanisms.

The automated scaling listener determines when to redirect requests to cloud-based IT resources, and resource replication is used to maintain synchronicity between on-premise and cloud-based IT resources in relation to state information (Figure 12).

Figure 12: An automated scaling listener monitors the usage of on-premise Service A, and redirects Service Consumer C's request to Service A's redundant implementation in the cloud (Cloud Service A) once Service A's usage threshold has been exceeded (1). A resource replication system is used to keep state management databases synchronized (2).

In addition to the automated scaling listener and resource replication, numerous other mechanisms can be used to automate the burst in and out dynamics for this architecture, depending primarily on the type of IT resource being scaled.

Elastic Disk Provisioning Architecture
Cloud consumers are commonly charged for cloud-based storage space based on fixed-disk storage allocation, meaning the charges are predetermined by disk capacity and not aligned with actual data storage consumption. Figure 13 demonstrates this by illustrating a scenario in which a cloud consumer provisions a virtual server with the Windows Server operating system and three 150 GB hard drives. The cloud consumer is billed for using 450 GB of storage space after installing the operating system, even though the operating system only requires 15 GB of storage space.

Figure 13: The cloud consumer requests a virtual server with three hard disks, each with a capacity of 150 GB (1). The virtual server is provisioned according to the elastic disk provisioning architecture, with a total of 450 GB of disk space (2). The 450 GB is allocated to the virtual server by the cloud provider (3). The cloud consumer has not installed any software yet, meaning the actual used space is currently 0 GB (4). Because the 450 GB are already allocated and reserved for the cloud consumer, it will be charged for 450 GB of disk usage as of the point of allocation (5).

The elastic disk provisioning architecture establishes a dynamic storage provisioning system that ensures that the cloud consumer is granularly billed for the exact amount of storage that it actually uses. This system uses thin-provisioning technology for the dynamic allocation of storage space, and is further supported by runtime usage monitoring to collect accurate usage data for billing purposes (Figure 14).

Figure 14: The cloud consumer requests a virtual server with three hard disks, each with a capacity of 150 GB (1). The virtual server is provisioned by this architecture with a total of 450 GB of disk space (2). The 450 GB are set as the maximum disk usage that is allowed for this virtual server, although no physical disk space has been reserved or allocated yet (3). The cloud consumer has not installed any software, meaning the actual used space is currently at 0 GB (4). Because the allocated disk space is equal to the actual used space (which is currently at zero), the cloud consumer is not charged for any disk space usage (5).

Thin-provisioning software is installed on virtual servers that process dynamic storage allocation via the hypervisor, while the pay-per-use monitor tracks and reports granular billing-related disk usage data (Figure 15).

Figure 15: A request is received from a cloud consumer, and the provisioning of a new virtual server instance begins (1). As part of the provisioning process, the hard disks are chosen as dynamic or thin-provisioned disks (2). The hypervisor calls a dynamic disk allocation component to create thin disks for the virtual server (3). Virtual server disks are created via the thin-provisioning program and saved in a folder of near-zero size. The size of this folder and its files grow as operating applications are installed and additional files are copied onto the virtual server (4). The pay-per-use monitor tracks the actual dynamically allocated storage for billing purposes (5).

The following mechanisms can be included in this architecture in addition to the cloud storage device, virtual server, hypervisor, and pay-per-use monitor:

  • Cloud Usage Monitor - Specialized cloud usage monitors can be used to track and log storage usage fluctuations.
  • Resource Replication - Resource replication is part of an elastic disk provisioning system when conversion of dynamic thin-disk storage into static thick-disk storage is required.

Redundant Storage Architecture
Cloud storage devices are occasionally subject to failure and disruptions that are caused by network connectivity issues, controller or general hardware failure, or security breaches. A compromised cloud storage device's reliability can have a ripple effect and cause impact failure across all of the services, applications, and infrastructure components in the cloud that are reliant on its availability.

A logical unit number (LUN) is a logical drive that represents a partition of a physical drive.

Storage Service Gateway
The storage service gateway is a component that acts as the external interface to cloud storage services, and is capable of automatically redirecting cloud consumer requests whenever the location of the requested data has changed.

The redundant storage architecture introduces a secondary duplicate cloud storage device as part of a failover system that synchronizes its data with the data in the primary cloud storage device. A storage service gateway diverts cloud consumer requests to the secondary device whenever the primary device fails (Figures 16 and 17).

Figure 16: The primary cloud storage device is routinely replicated to the secondary cloud storage device (1).

Figure 17: The primary storage becomes unavailable and the storage service gateway forwards the cloud consumer requests to the secondary storage device (2). The secondary storage device forwards the requests to the LUNs, allowing cloud consumers to continue to access their data (3).

This cloud architecture primarily relies on a storage replication system that keeps the primary cloud storage device synchronized with its duplicate secondary cloud storage devices (see Figure 18).

Storage Replication
Storage replication is a variation of the resource replication mechanisms used to synchronously or asynchronously replicate data from a primary storage device to a secondary storage device. It can be used to replicate partial and entire LUNs.

Cloud providers may locate secondary cloud storage devices in a different geographical region than the primary cloud storage device, usually for economic reasons. However, this can introduce legal concerns for some types of data. The location of the secondary cloud storage devices can dictate the protocol and method used for synchronization, as some replication transport protocols have distance restrictions.

Figure 18: Storage replication is used to keep the redundant storage device synchronized with the primary storage device.

Some cloud providers use storage devices with dual array and storage controllers to improve device redundancy, and place secondary storage devices in a different physical location for cloud balancing and disaster recovery purposes. In this case, cloud providers may need to lease a network connection via a third-party cloud provider in order to establish the replication between the two devices.

Case Study Example
An in-house solution that ATN did not migrate to the cloud is the Remote Upload Module, a program that is used by their clients to upload accounting and legal documents to a central archive on a daily basis. Usage peaks occur without warning, since the quantity of documents received on a day-by-day basis is unpredictable.

The Remote Upload Module currently rejects upload attempts when it is operating at capacity, which is problematic for users that need to archive certain documents before the end of a business day or prior to a deadline.

ATN decides to take advantage of its cloud-based environment by creating a cloud-bursting architecture around the on-premise Remote Upload Module service implementation. This enables it to burst out into the cloud whenever on-premise processing thresholds are exceeded (Figures 19 and 20).

Figure 19: A cloud-based version of the on-premise Remote Upload Module service is deployed on ATN's leased ready-made environment (1). The automated scaling listener monitors service consumer requests (2).

Figure 20: The automated scaling listener detects that service consumer usage has exceeded the local Remote Upload Module service's usage threshold, and begins diverting excess requests to the cloud-based Remote Upload Module implementation (3). The cloud provider's pay-per-use monitor tracks the requests received from the on-premise automated scaling listener to collect billing data, and Remote Upload Module cloud service instances are created on-demand via resource replication (4).

A "burst in" system is invoked after the service usage has decreased enough so that service consumer requests can be processed by the on-premise Remote Upload Module implementation again. Instances of the cloud services are released, and no additional cloud-related usage fees are incurred.

About Thomas Erl
Thomas Erl is a best-selling IT author and founder of Arcitura Education Inc., a global provider of vendor-neutral educational services and certification that encompasses the Cloud Certified Professional (CCP) and SOA Certified Professional (SOACP) programs from™ and® respectively. Thomas has been the world's top-selling service technology author for nearly a decade and is the series editor of the Prentice Hall Service Technology Series from Thomas Erl, as well as the editor of the Service Technology Magazine. With over 175,000 copies in print world-wide, his eight published books have become international bestsellers and have been formally endorsed by senior members of many major IT organizations and academic institutions. To learn more, visit:

About Ricardo Puttini
Ricardo Puttini, PhD is a Senior Professor with the University of Brasília who has spent the past several years researching and documenting the evolution of cloud computing security and assembling a comprehensive compendium on this topic area. Ricardo lectures and teaches undergraduate and graduate level courses on cloud computing, SOA and other IT topics with academic institutions in Sweden, France and Brazil. Ricardo is a speaker at international events and acted as the conference chair for the 4th International SOA + Cloud Symposium in Brasilia in 2011.

About Zaigham Mahmood
Dr. Zaigham Mahmood is an IT author that has authored and co-authored several books and papers dedicated to cloud computing, including Cloud Computing for Enterprise Architectures that was released in 2011. Zaigham is the associate editor of the Journal of Cloud Computing and the editor-in-chief of the Journal of E-Government Studies and Best Practices, as well as the Reader in Applied Computing and Assistant Head of Distributed and Intelligent Systems (DISYS) research group at the University of Derby UK.

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2016 | 2015 | 2014 | 2013 | 2012
This week I had the pleasure of delivering the opening keynote at Cloud Expo New York. It was amazing to be back in the great city of New York with thousands of cloud enthusiasts eager to learn about the next step on their journey to embracing a cloud-first worldl."
How does Cloud Expo do it every year? Another INCREDIBLE show - our heads are spinning - so fun and informative."
Thank you @ThingsExpo for such a great event. All of the people we met over the past three days makes us confident IoT has a bright future."
One of the best conferences we have attended in a while. Great job, Cloud Expo team! Keep it going."


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