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Copyright Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part. WCN 02-200-203
CompTIA
Cloud+
Guide to Cloud
Computing
Jill West
Networking
Australia • Brazil • Canada • Mexico • Singapore • United Kingdom • United States
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CompTIA Cloud+ © 2021 Cengage Learning, Inc.
Guide to Cloud Computing
Jill West
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BRIEF CONTENTS
CompTIA Cloud+ Exam Objectives Module 6
Mapped to Modules Ix
Securing Cloud Resources 179
Module 7
Module 1
Identity and Access Management 209
Introduction to Cloud Computing 1
Module 8
Module 2
Cloud Storage 237
Virtual Hardware 35
Module 9
Module 3
Managing Cloud Capacity and Performance 269
Migration to the Cloud 75
Module 10
Module 4
Cloud Automation 297
Cloud Infrastructure 107
Index 323
Module 5
Cloud Connectivity and Troubleshooting 143
Table of Contents
CompTIA Cloud+ Exam Objectives Virtualization Technologies 36
Mapped to Modules Ix Role of Virtualization 36
Hypervisors 37
Module 1 Network Connection Types 39
VM Configuration 41
Introduction to Virtualized Processing 43
Cloud Computing 1 CPU Virtualization 43
CPU Cores 44
Module 1 Scenario 1
Overcommitment Ratio 45
Characteristics of Cloud Computing 2 Virtualized Memory 47
Cloud Computing Certifications 2 Memory Management 47
What Is Cloud Computing? 4 Overcommitment Ratio 47
What Do I Need to Know? 5 Memory Reclamation 48
Cloud Deployment Models 7 Virtual CPU and Memory in the Cloud 49
Cloud Deployment Models 7 VM Instance Types 49
Public Cloud 7 Allocation Factors 50
Private Cloud 9 VM Alternatives 52
Hybrid Cloud 10
Multi-Cloud 11
VM Migrations 54
Community Cloud 12 Migration Types 54
Compatibility and Portability Considerations 54
Cloud Service Models 12
Cloud Service Models 13
Project 2-1 Create a VM in a Hypervisor 55
Service Model Security Concerns 15 Project 2-2 Launch a VM Instance
Cloud Service Providers 16 in Yellow Circle 58
Cloud Providers and Platforms 16 Project 2-3 Deploy a VM in AWS 59
Common Cloud Services 17
Project 2-4 Deploy a VM in Azure 62
Troubleshooting Methodology 20
Common Cloud Computing Problems 20
Project 2-5 Deploy a VM in GCP 65
Troubleshooting Steps 21 Project 2-6 Connect to VMs in AWS,
Preventive Measures 21 Azure, and GCP 68
Project 1-1 Cloud Computing Certifications 23 Connect to GCP Instance 68
Connect to Azure Instance 69
Project 1-2 Get Started in Yellow Circle 23
Connect to AWS Instance 69
Project 1-3 Create an Account with AWS 24
Summary 71
Project 1-4 Create an Account with Azure 26 Key Terms 72
Project 1-5 Create an Account with GCP 28 Cloud1 Acronyms Checklist 74
Project 1-6 Apply Troubleshooting
Methodology29
Module 3
Summary 31
Key Terms 32 Migration to the Cloud 75
Cloud1 Acronyms Checklist 34 Module 3 Scenario 75
Migration Planning 76
Module 2 Cloud Migration Phases 76
Transition Assessment 77
Virtual Hardware 35 Migration Plan 77
Migration Strategies 79
Module 2 Scenario 35 Timing 80
Table of Contents v
Migration Execution 81 Networking in Azure 125

Migration Documentation 81 Network Segmentation in Azure 125
Change Management 82 Regions and Availability Zones in Azure 125
Deployment Automation 83 VNets and Subnets in Azure 125
Data Transfer 83 Route Tables in Azure 127
Storage Migration 86 Networking in GCP 128
Deployment Testing and Validation 87 Network Segmentation in GCP 129
Testing Types 87 Regions and Zones in GCP 129
Testing Considerations 88 VPCs and Subnets in GCP 130
Test Analysis 89 Routes in GCP 130
Troubleshooting the Deployment 89 Project 4-1 Practice Subnetting 131
Common Deployment Issues 89 Project 4-2 Explore Network
Cloud CLIs 90 Interfaces in Yellow Circle 133
Increasing Agility 94
Project 4-3 Configure a VPC and
Project Management 94
Subnets in AWS 134
Application Life Cycle 95
Project 3-1 Research Cloud Migration Project 4-4 Configure a VNet and
Success Stories 97 Subnets in Azure 136
Project 3-2 Research Third-Party Project 4-5 Configure a VPC in GCP 138
Migration Tools and Services 97 Summary 139
Project 3-3 Install the AWS CLI 98 Key Terms 140
Project 3-4 Install the Azure CLI 100 Cloud1 Acronyms Checklist 141
Project 3-5 Install the GCP SDK 101
Summary 103 Module 5
Key Terms 104
Cloud1 Acronyms Checklist 106
Cloud Connectivity and
Troubleshooting143
Module 4 Module 5 Scenario 143
Hybrid Cloud and Multi-Cloud
Cloud Infrastructure 107 Networking144
Module 4 Scenario 107 Hybrid and Multi-Cloud Use Cases 144
Connecting Networks 145
Networking Concepts in the Cloud 108 VLANs 149
Networking Concepts 108 VXLANs 151
From OSI Model to Cloud Stack 109
Extending Network Services 154
IP Address Spaces 112 DHCP 154
IP Addressing 112 DNS 157
Subnetting 113 Routing 158
Cloud Network Interfaces 116 Load Balancing 160
Networking in AWS 117 Troubleshooting Cloud
Network Segmentation in AWS 117 Connectivity162
Regions in AWS 118 Common CLI Troubleshooting Commands 162
Availability Zones in AWS 118 Unreachable Instance 166
VPCs in AWS 118
Subnets in AWS 119
Project 5-1 Explore VPN Options in AWS 167
Gateways and Route Tables 122 Project 5-2 Explore VPN Options in Azure170
vi COMPTIA CLOUD+: GUIDE TO CLOUD COMPUTING
Project 5-3 Explore VPN Options in GCP 173 Module 7

Project 5-4 Cloud Peering in AWS,
Azure, and GCP 174 Identity and
Project 5-5 Practice Using the CLI in Access Management 209
Yellow Circle 175 Module 7 Scenario 209
Summary 176 Account Management 210
Key Terms 177 Account Types 210
Cloud1 Acronyms Checklist 178 Authentication212
Authentication Processes 213
Password Policies 213
Module 6 Multifactor Authentication 215
Certificate-Based Authentication 216
Securing Cloud Single Sign-On 217
Resources179 Authorization to
Cloud Objects 218
Module 6 Scenario 179
The Purpose of Authorization 218
Security Configurations 180 AWS IAM 219
Threats to Cloud Security 180 Azure IAM 220
Cloud-Based Approaches to Security 182 GCP IAM 223
Company Security Policies 183 IAM for Hybrid Clouds 224
Layered Security 184 Extending AAA into a Hybrid Cloud 224
Virtual Network Security 184 Troubleshooting Cloud IAM 227
Allow and Deny Rules 184 Common IAM Issues 227
AWS VPCs and Subnets 186
Project 7-1 Install and Use a
Azure Virtual Networks 189
GCP VPCs 191 Password Manager 227
Securing Hybrid and Multi-Clouds 192 Project 7-2 Create a Key Pair in
Compute Security 193 Yellow Circle 229
Securing VM Instances 193 Project 7-3 Manage Users and
Data Security 194 Permissions in AWS 230
Securing Data 194 Project 7-4 Research Azure
Encryption Techniques 196 Active Directory 232
SSL and TLS 197
Project 7-5 Manage Users in GCP 233
Troubleshooting Cloud Security 198
Common Cloud Security Issues 198 Summary 233
Project 6-1 Research Data Breaches 199 Key Terms 234
Project 6-2 Security Groups in Cloud1 Acronyms Checklist 235
Yellow Circle 200
Project 6-3 Configure Security in AWS 201 Module 8
Project 6-4 Configure Security in Azure 202
Project 6-5 Configure Security in GCP 203 Cloud Storage 237
Summary 205
Module 8 Scenario 237
Storage Types 238
Key Terms 206
Data Types 238
Cloud1 Acronyms Checklist 206 On-Prem Storage Technologies 240
Table of Contents vii
Cloud Storage Technologies 242 Capacity Planning 285

Storage Optimization Techniques 245 Planning for Problems 287
Cloud Storage Services 247 Business Continuity Planning 287
AWS Storage Services 247 Disaster Recovery 288
Azure Storage Services 248 Project 9-1 Logs in Yellow Circle 290
GCP Storage Services 251
Project 9-2 Monitor Your AWS Cloud 290
Creating and Storing Backups 252
Backing Up in and to the Cloud 252
Project 9-3 Monitor Your Azure Cloud 292
Protection Capabilities 253 Project 9-4 Monitor Your GCP Cloud 293
Backup Types 254
Summary 294
Redundancy Levels 256
Backup Considerations 257 Key Terms 295
Storage Security 257 Cloud1 Acronyms Checklist 295
Data Classification 257
Data Obfuscation 258 Module 10
Project 8-1 Manage Storage Volumes
in Yellow Circle 259 Cloud Automation 297
Project 8-2 Manage Storage in AWS 260 Module 10 Scenario 297
Project 8-3 Manage Storage in Azure 262 Automation Workflow 298
Automation Terminology 298
Project 8-4 Manage Storage in GCP 263
Infrastructure as Code (IaC) 300
Project 8-5 Research Database Concepts 264 Automation Tools 301
Summary 265 Cloud Maintenance Processes 304
Cloud Maintenance Tasks 305
Key Terms 266 Types of Updates 306
Cloud1 Acronyms Checklist 266 Patching and Update Methodologies 307
Patching in AWS 308
Patching in Azure 309
Module 9 Security Automation 311
Security Automation Tools and Techniques 311
Managing Cloud Capacity and
Troubleshooting Automation Issues 313
Performance269 Breakdowns in Workflow 313
Module 9 Scenario 269 Project 10-1 Research Automation Tools 314
Monitoring Resources 270 Project 10-2 Automated Patching in AWS 315
Targets to Monitor 270
Project 10-3 Automated Patching
Events and Logs 273
in Azure 317
Analysis and Response 275
Data In, Data Out 275 Project 10-4 Install GCP Logging Agent 318
Monitoring in AWS 277 Summary 320
Monitoring in Azure 281
Key Terms 321
Monitoring in GCP 282
Cloud Optimization 284 Cloud1 Acronyms Checklist 321
Capacity Limitations 284 index 323
CompTIA Cloud+ Exam
Objectives Mapped to
Modules
These tables provide a complete list of the latest CompTIA Cloud1 CV0-002 certification exam
objectives. The official list of objectives is available at CompTIA’s website, comptia.org. For your
reference, the following tables list each exam objective and the module and section that explains
the objective, plus the amount of the exam that will cover each certification domain.
Domain 1.0 Configuration and

Deployment—24 Percent of Examination
1.1 Given a scenario, analyze system requirements to ensure successful system deployment.
Objective Module Section

•• Appropriate commands, structure, 3 Section 3-1: Migration Planning
tools, and automation/orchestration
Section 3-2: Migration Execution
as needed
•• Platforms and applications 2 Section 2-5: VM Migrations
3 Section 3-1: Migration Planning
•• Interaction of cloud components and 1 Section 1-3: Cloud Service Models
services
Section 1-4: Cloud Service Providers
•• Network components 1 Section 1-3: Cloud Service Models
•• Application components 1 Section 1-3: Cloud Service Models
•• Storage components 1 Section 1-3: Cloud Service Models
•• Compute components 1 Section 1-3: Cloud Service Models
•• Security components 1 Section 1-3: Cloud Service Models
•• Interaction of non-cloud components 3 Section 3-1: Migration Planning
and services
•• Baselines 3 Section 3-1: Migration Planning
•• Target hosts 3 Section 3-1: Migration Planning
•• Existing systems 3 Section 3-1: Migration Planning
•• Cloud architecture 3 Section 3-1: Migration Planning
•• Cloud elements/target objects 3 Section 3-1: Migration Planning
x COMPTIA CLOUD+: GUIDE TO CLOUD COMPUTING
1.2 Given a scenario, execute a provided deployment plan.

•• Apply the change management process 3 Section 3-2: Migration Execution
•• Approvals 3 Section 3-2: Migration Execution
•• Scheduling 3 Section 3-2: Migration Execution
•• Refer to documentation and follow standard operating 3 Section 3-2: Migration Execution
procedures
•• Execute workflow 3 Section 3-2: Migration Execution
•• Configure automation and orchestration, where appropriate, 3 Section 3-2: Migration Execution
for the system being deployed
•• Use commands and tools as needed 3 Section 3-2: Migration Execution
•• Document results 3 Section 3-2: Migration Execution
1.3 Given a scenario, analyze system requirements to determine if a given testing plan is appropriate.

•• Underlying environmental considerations 3 Section 3-3: Deployment Testing and Validation
included in the testing plan
•• Shared components 3 Section 3-3: Deployment Testing and Validation
•• Storage 3 Section 3-3: Deployment Testing and Validation
•• Compute 3 Section 3-3: Deployment Testing and Validation
•• Network 3 Section 3-3: Deployment Testing and Validation
•• Production vs. deployment vs. QA 10 Section 10-1: Automation Workflow
•• Sizing 3 Section 3-3: Deployment Testing and Validation
•• Performance 3 Section 3-3: Deployment Testing and Validation
•• High availability 3 Section 3-3: Deployment Testing and Validation
•• Connectivity 3 Section 3-3: Deployment Testing and Validation
•• Data integrity 3 Section 3-3: Deployment Testing and Validation
•• Proper function 3 Section 3-3: Deployment Testing and Validation
•• Replication 3 Section 3-3: Deployment Testing and Validation
•• Load balancing 5 Section 5-2: Extending Network Services
•• Automation/orchestration 10 Section 10-1: Automation Workflow
•• Testing techniques 3 Section 3-3: Deployment Testing and Validation
•• Vulnerability testing 3 Section 3-3: Deployment Testing and Validation
•• Penetration testing 3 Section 3-3: Deployment Testing and Validation
•• Load testing 3 Section 3-3: Deployment Testing and Validation
1.4 Given a scenario, analyze testing results to determine if the testing was successful in relation to given system
requirements.

•• Consider success factor indicators of the 3 Section 3-3: Deployment Testing and Validation
testing environment
•• Sizing 3 Section 3-3: Deployment Testing and Validation
•• Performance 3 Section 3-3: Deployment Testing and Validation
•• Availability 3 Section 3-3: Deployment Testing and Validation
•• Connectivity 3 Section 3-3: Deployment Testing and Validation
CompTIA Cloud+ Exam Objectives Mapped to Modules xi

•• Data integrity 3 Section 3-3: Deployment Testing and Validation
•• Proper functionality 3 Section 3-3: Deployment Testing and Validation
•• Document results 3 Section 3-3: Deployment Testing and Validation
•• Baseline comparisons 3 Section 3-3: Deployment Testing and Validation
•• SLA comparisons 3 Section 3-3: Deployment Testing and Validation
•• Cloud performance fluctuation variables 9 Section 9-1: Monitoring Resources
1.5 Given a scenario, analyze sizing, subnetting, and basic routing for a provided deployment of a virtual network.

•• Cloud deployment models 1 Section 1-2: Cloud Deployment Models
•• Public 1 Section 1-2: Cloud Deployment Models
•• Private 1 Section 1-2: Cloud Deployment Models
•• Hybrid 1 Section 1-2: Cloud Deployment Models
•• Community 1 Section 1-2: Cloud Deployment Models
•• Network components 4 Section 4-1: Networking Concepts in the Cloud
Section 4-2: IP Address Spaces
•• Applicable port and protocol considerations 5 Section 5-1: Hybrid Cloud and Multi-Cloud
when extending to the cloud Networking
•• Determine configuration for the applicable 4 Section 4-2: IP Address Spaces
platforms as it applies to the network
Section 4-3: Networking in AWS
Section 4-4: Networking in Azure
Section 4-5: Networking in GCP
•• VPN 5 Section 5-1: Hybrid Cloud and Multi-Cloud
Networking
•• IDS/IPS 6 Section 6-2: Virtual Network Security
•• DMZ 6 Section 6-2: Virtual Network Security
•• VXLAN 5 Section 5-1: Hybrid Cloud and Multi-Cloud
Networking
•• Address space required 4 Section 4-2: IP Address Spaces
•• Network segmentation and 4 Section 4-3: Networking in AWS
microsegmentation
5 Section 5-1: Hybrid Cloud and Multi-Cloud
Networking
Section 6-2: Virtual Network Security
6
•• Determine if cloud resources are consistent 3 Section 3-3: Deployment Testing and Validation
with the SLA and/or change management
requirements
1.6 Given a scenario, analyze CPU and memory sizing for a provided deployment.

•• Available vs. proposed resources 2 Section 2-1: Virtualization Technologies
•• CPU 2 Section 2-1: Virtualization Technologies
•• RAM 2 Section 2-1: Virtualization Technologies
xii COMPTIA CLOUD+: GUIDE TO CLOUD COMPUTING

•• Memory technologies 2 Section 2-3: Virtualized Memory
•• Bursting and ballooning 2 Section 2-3: Virtualized Memory
•• Overcommitment ratio 2 Section 2-3: Virtualized Memory
•• CPU technologies 2 Section 2-2: Virtualized Processing
•• Hyperthreading 2 Section 2-2: Virtualized Processing
•• VT-x 2 Section 2-2: Virtualized Processing
•• Overcommitment ratio 2 Section 2-2: Virtualized Processing
•• Effect to HA/DR 2 Section 2-4: Virtual CPU and Memory in the Cloud
•• Performance considerations 2 Section 2-2: Virtualized Processing
Section 2-3: Virtualized Memory
•• Cost considerations 2 Section 2-4: Virtual CPU and Memory in the Cloud
•• Energy savings 2 Section 2-4: Virtual CPU and Memory in the Cloud
•• Dedicated compute environment vs. shared 2 Section 2-4: Virtual CPU and Memory in the Cloud
compute environment
1.7 Given a scenario, analyze the appropriate storage type and protection capability for a provided deployment.

•• Requested IOPS and read/write throughput 8 Section 8-1: Storage Types
•• Protection capabilities 8 Section 8-3: Creating and Storing Backups
•• High availability 8 Section 8-3: Creating and Storing Backups
•• Failover zones 8 Section 8-3: Creating and Storing Backups
•• Storage replication 8 Section 8-3: Creating and Storing Backups
•• Regional 8 Section 8-3: Creating and Storing Backups
•• Multiregional 8 Section 8-3: Creating and Storing Backups
•• Synchronous and asynchronous 8 Section 8-3: Creating and Storing Backups
•• Storage mirroring 8 Section 8-3: Creating and Storing Backups
•• Cloning 8 Section 8-3: Creating and Storing Backups
•• Redundancy level/factor 8 Section 8-3: Creating and Storing Backups
•• Storage types 8 Section 8-1: Storage Types
•• NAS 8 Section 8-1: Storage Types
•• DAS 8 Section 8-1: Storage Types
•• SAN 8 Section 8-1: Storage Types
•• Object storage 8 Section 8-1: Storage Types
•• Access protocols 8 Section 8-1: Storage Types
•• Management differences 8 Section 8-2: Cloud Storage Services
•• Provisioning model 8 Section 8-1: Storage Types
•• Thick provisioned 8 Section 8-1: Storage Types
•• Thin provisioned 8 Section 8-1: Storage Types
•• Encryption requirements 8 Section 8-4: Storage Security
•• Tokenization 8 Section 8-4: Storage Security
•• Storage technologies 8 Section 8-1: Storage Types
•• Deduplication technologies 8 Section 8-1: Storage Types
•• Compression technologies 8 Section 8-1: Storage Types
CompTIA Cloud+ Exam Objectives Mapped to Modules xiii

•• Storage tiers 8 Section 8-1: Storage Types
Section 8-2: Cloud Storage Services
•• Overcommitting storage 8 Section 8-1: Storage Types
•• Security configurations for applicable 8 Section 8-2: Cloud Storage Services
platforms
Section 8-4: Storage Security
•• ACLs 8 Section 8-2: Cloud Storage Services
Section 8-4: Storage Security
•• Obfuscation 8 Section 8-4: Storage Security
•• Zoning 8 Section 8-4: Storage Security
•• User/host authentication and authorization 8 Section 8-4: Storage Security
1.8 Given a scenario, analyze characteristics of the workload (storage, network, compute) to ensure a successful
migration.

•• Migration types 2 Section 2-5: VM Migrations
3 Section 3-2: Migration Execution
•• P2V 2 Section 2-5: VM Migrations
•• V2V 2 Section 2-5: VM Migrations
•• V2P 2 Section 2-5: VM Migrations
•• P2P 2 Section 2-5: VM Migrations
•• Storage migrations 3 Section 3-2: Migration Execution
•• Online vs. offline migrations 2 Section 2-5: VM Migrations
3 Section 3-2: Migration Execution
•• Source and destination format of the 2 Section 2-5: VM Migrations
workload
3 Section 3-1: Migration Planning
•• Virtualization format 2 Section 2-5: VM Migrations
•• Application and data portability 3 Section 3-1: Migration Planning
•• Network connections and data transfer 3 Section 3-2: Migration Execution
methodologies
•• Standard operating procedures for the 3 Section 3-1: Migration Planning
workload migration
•• Environmental constraints 3 Section 3-1: Migration Planning
•• Bandwidth 3 Section 3-2: Migration Execution
•• Working hour restrictions 3 Section 3-1: Migration Planning
•• Downtime impact 3 Section 3-1: Migration Planning
•• Peak time frames 3 Section 3-1: Migration Planning
•• Legal restrictions 3 Section 3-1: Migration Planning
•• Follow-the-sun constraints/time zones 3 Section 3-1: Migration Planning
xiv COMPTIA CLOUD+: GUIDE TO CLOUD COMPUTING
1.9 Given a scenario, apply elements required to extend the infrastructure into a given cloud solution.

•• Identity management elements 7 Section 7-4: IAM for Hybrid Clouds
•• Identification 7 Section 7-4: IAM for Hybrid Clouds
•• Authentication 7 Section 7-4: IAM for Hybrid Clouds
•• Authorization 7 Section 7-4: IAM for Hybrid Clouds
•• Approvals 7 Section 7-4: IAM for Hybrid Clouds
•• Access policy 7 Section 7-4: IAM for Hybrid Clouds
•• Federation 7 Section 7-4: IAM for Hybrid Clouds
•• Single sign-on 7 Section 7-4: IAM for Hybrid Clouds
•• Appropriate protocols given requirements 6 Section 6-2: Virtual Network Security
•• Element considerations to deploy 5 Section 5-2: Extending Network Services
infrastructure services such as:
•• DNS 5 Section 5-2: Extending Network Services
•• DHCP 5 Section 5-2: Extending Network Services
•• Certificate services 7 Section 7-4: IAM for Hybrid Clouds
•• Local agents 9 Section 9-1: Monitoring Resources
•• Antivirus 6 Section 6-2: Virtual Network Security
•• Load balancer 5 Section 5-2: Extending Network Services
•• Multifactor authentication 7 Section 7-4: IAM for Hybrid Clouds
•• Firewall 6 Section 6-2: Virtual Network Security
•• IPS/IDS 6 Section 6-2: Virtual Network Security
Domain 2.0 Security—16 Percent of

Examination
2.1 Given a scenario, apply security configurations and compliance controls to meet given cloud infrastructure
requirements.

•• Company security policies 6 Section 6-1: Security Configurations
•• Apply security standards for the selected 6 Section 6-2: Virtual Network Security
platform
•• Compliance and audit requirements 1 Section 1-2: Cloud Deployment Models
governing the environment
•• Laws and regulations as they apply to the 1 Section 1-2: Cloud Deployment Models
data
•• Encryption technologies 6 Section 6-4: Data Security
•• IPSec 5 Section 5-1: Hybrid Cloud and Multi-Cloud
Networking
•• SSL/TLS 6 Section 6-4: Data Security
•• Other ciphers 6 Section 6-4: Data Security
•• Key and certificate management 6 Section 6-4: Data Security
7 Section 7-2: Authentication
CompTIA Cloud+ Exam Objectives Mapped to Modules xv

•• PKI 7 Section 7-2: Authentication
•• Tunneling protocols 5 Section 5-1: Hybrid Cloud and Multi-Cloud
Networking
•• L2TP 5 Section 5-1: Hybrid Cloud and Multi-Cloud
Networking
•• PPTP 5 Section 5-1: Hybrid Cloud and Multi-Cloud
Networking
•• GRE 5 Section 5-1: Hybrid Cloud and Multi-Cloud
Networking
•• Implement automation and orchestration 10 Section 10-1: Automation Workflow
processes as applicable
•• Appropriate configuration for the applicable 6 Section 6-3: Compute Security
platform as it applies to compute
•• Disabling unneeded ports and services 6 Section 6-3: Compute Security
•• Account management policies 6 Section 6-3: Compute Security
•• Host-based/software firewalls 6 Section 6-3: Compute Security
•• Antivirus/anti-malware software 6 Section 6-3: Compute Security
•• Patching 10 Section 10-2: Cloud Maintenance Processes
•• Deactivating default accounts 6 Section 6-3: Compute Security
7 Section 7-1: Account Management
2.2 Given a scenario, apply the appropriate ACL to the target objects to meet access requirements according to a
security template.

•• Authorization to objects in the cloud 7 Section 7-3: Authorization to Cloud Objects
•• Processes 7 Section 7-3: Authorization to Cloud Objects
•• Resources 7 Section 7-3: Authorization to Cloud Objects
•• Users 7 Section 7-3: Authorization to Cloud Objects
•• Groups 7 Section 7-3: Authorization to Cloud Objects
•• System 7 Section 7-3: Authorization to Cloud Objects
•• Compute 7 Section 7-3: Authorization to Cloud Objects
•• Networks 7 Section 7-3: Authorization to Cloud Objects
•• Storage 7 Section 7-3: Authorization to Cloud Objects
•• Services 7 Section 7-3: Authorization to Cloud Objects
•• Effect of cloud service models on security 1 Section 1-3: Cloud Service Models
implementations
•• Effect of cloud deployment models on 1 Section 1-2: Cloud Deployment Models
security implementations
•• Access control methods 7 Section 7-2: Authentication
Section 7-3: Authorization to Cloud Objects
•• Role-based administration 7 Section 7-3: Authorization to Cloud Objects
•• Mandatory access controls 7 Section 7-3: Authorization to Cloud Objects
•• Discretionary access controls 7 Section 7-3: Authorization to Cloud Objects
•• Non-discretionary access controls 7 Section 7-3: Authorization to Cloud Objects
•• Multifactor authentication 7 Section 7-2: Authentication
•• Single sign-on 7 Section 7-2: Authentication
xvi COMPTIA CLOUD+: GUIDE TO CLOUD COMPUTING
2.3 Given a cloud service model, implement defined security technologies to meet given security requirements.

•• Data classification 7 Section 7-3: Authorization to Cloud Objects
•• Concepts of segmentation and 4 Section 4-3: Networking in AWS
microsegmentation
6 Section 6-1: Security Configurations
•• Network 4 Section 4-3: Networking in AWS
•• Storage 8 Section 8-4: Storage Security
•• Compute 4 Section 4-3: Networking in AWS
•• Use encryption as defined 6 Section 6-4: Data Security
•• Use multifactor authentication as defined 7 Section 7-2: Authentication
•• Apply defined audit/compliance 7 Section 7-1: Account Management
requirements
2.4 Given a cloud service model, apply the appropriate security automation techniques to the target system.

•• Tools 10 Section 10-1: Automation Workflow
•• APIs 10 Section 10-1: Automation Workflow
•• Vendor applications 10 Section 10-1: Automation Workflow
•• CLI 10 Section 10-1: Automation Workflow
•• Web GUI 10 Section 10-1: Automation Workflow
•• Cloud portal 10 Section 10-1: Automation Workflow
•• Techniques 10 Section 10-1: Automation Workflow
•• Orchestration 10 Section 10-1: Automation Workflow
•• Scripting 10 Section 10-1: Automation Workflow
•• Custom programming 10 Section 10-1: Automation Workflow
•• Security services 10 Section 10-3: Security Automation
•• Firewall 10 Section 10-3: Security Automation
•• Antivirus/anti-malware 10 Section 10-3: Security Automation
•• IPS/IDS 10 Section 10-3: Security Automation
•• HIPS 10 Section 10-3: Security Automation
•• Impact of security tools to systems and 10 Section 10-3: Security Automation
services
•• Scope of impact 10 Section 10-3: Security Automation
•• Impact of security automation techniques as 10 Section 10-3: Security Automation
they relate to the criticality of systems
•• Scope of impact 10 Section 10-3: Security Automation
CompTIA Cloud+ Exam Objectives Mapped to Modules xvii
Domain 3.0 Maintenance—18 Percent of

Examination
3.1 Given a cloud service model, determine the appropriate methodology to apply given patches.

•• Scope of cloud elements to be patched 10 Section 10-2: Cloud Maintenance Processes
•• Hypervisors 10 Section 10-2: Cloud Maintenance Processes
•• Virtual machines 10 Section 10-2: Cloud Maintenance Processes
•• Virtual appliances 10 Section 10-2: Cloud Maintenance Processes
•• Networking components 10 Section 10-2: Cloud Maintenance Processes
•• Applications 10 Section 10-2: Cloud Maintenance Processes
•• Storage components 10 Section 10-2: Cloud Maintenance Processes
•• Clusters 10 Section 10-2: Cloud Maintenance Processes
•• Patching methodologies and standard 10 Section 10-1: Automation Workflow
operating procedures
Section 10-2: Cloud Maintenance Processes
•• Production vs. development vs. QA 10 Section 10-1: Automation Workflow
•• Rolling update 10 Section 10-2: Cloud Maintenance Processes
•• Blue-green deployment 10 Section 10-1: Automation Workflow
Section 10-2: Cloud Maintenance Processes
•• Failover cluster 10 Section 10-2: Cloud Maintenance Processes
•• Use order of operations as it pertains to 10 Section 10-2: Cloud Maintenance Processes
elements that will be patched
•• Dependency considerations 10 Section 10-2: Cloud Maintenance Processes
3.2 Given a scenario, apply the appropriate automation tools to update cloud elements.

•• Types of updates 10 Section 10-2: Cloud Maintenance Processes
•• Hotfix 10 Section 10-2: Cloud Maintenance Processes
•• Patch 10 Section 10-2: Cloud Maintenance Processes
•• Version update 10 Section 10-2: Cloud Maintenance Processes
•• Rollback 10 Section 10-2: Cloud Maintenance Processes
•• Automation workflow 10 Section 10-1: Automation Workflow
•• Runbook management 10 Section 10-1: Automation Workflow
•• Single node 10 Section 10-1: Automation Workflow
•• Orchestration 10 Section 10-1: Automation Workflow
•• Multiple nodes 10 Section 10-1: Automation Workflow
•• Multiple runbooks 10 Section 10-1: Automation Workflow
•• Activities to be performed by 10 Section 10-1: Automation Workflow
automation tools
•• Snapshot 10 Section 10-1: Automation Workflow
•• Cloning 10 Section 10-1: Automation Workflow
•• Patching 10 Section 10-1: Automation Workflow
•• Restarting 10 Section 10-1: Automation Workflow
xviii COMPTIA CLOUD+: GUIDE TO CLOUD COMPUTING

•• Shut down 10 Section 10-1: Automation Workflow
•• Maintenance mode 10 Section 10-1: Automation Workflow
•• Enable/disable alerts 10 Section 10-1: Automation Workflow
3.3 Given a scenario, apply an appropriate backup or restore method.

•• Backup types 8 Section 8-3: Creating and Storing Backups
•• Snapshot/redirect-on-write 8 Section 8-3: Creating and Storing Backups
•• Clone 8 Section 8-3: Creating and Storing Backups
•• Full 8 Section 8-3: Creating and Storing Backups
•• Differential 8 Section 8-3: Creating and Storing Backups
•• Incremental 8 Section 8-3: Creating and Storing Backups
•• Change block/delta tracking 8 Section 8-3: Creating and Storing Backups
•• Backup targets 8 Section 8-3: Creating and Storing Backups
•• Replicas 8 Section 8-3: Creating and Storing Backups
•• Local 8 Section 8-3: Creating and Storing Backups
•• Remote 8 Section 8-3: Creating and Storing Backups
•• Other considerations 8 Section 8-3: Creating and Storing Backups
•• SLAs 8 Section 8-3: Creating and Storing Backups
•• Backup schedule 8 Section 8-3: Creating and Storing Backups
•• Configurations 8 Section 8-3: Creating and Storing Backups
•• Objects 8 Section 8-3: Creating and Storing Backups
•• Dependencies 8 Section 8-3: Creating and Storing Backups
•• Online/offline 8 Section 8-3: Creating and Storing Backups
3.4 Given a cloud-based scenario, apply appropriate disaster recovery methods.

•• DR capabilities of a cloud service provider 9 Section 9-4: Planning for Problems
•• Other considerations 9 Section 9-4: Planning for Problems
•• SLAs for DR 9 Section 9-4: Planning for Problems
•• RPO 9 Section 9-4: Planning for Problems
•• RTO 9 Section 9-4: Planning for Problems
•• Corporate guidelines 9 Section 9-4: Planning for Problems
•• Cloud service provider guidelines 9 Section 9-4: Planning for Problems
•• Bandwidth or ISP limitations 9 Section 9-4: Planning for Problems
•• Techniques 9 Section 9-4: Planning for Problems
•• Site mirroring 9 Section 9-4: Planning for Problems
•• Replication 9 Section 9-4: Planning for Problems
•• File transfer 9 Section 9-4: Planning for Problems
•• Archiving 9 Section 9-4: Planning for Problems
•• Third-party sites 9 Section 9-4: Planning for Problems
Another random document with
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1. bright yellow or leather yellow (no starch in the chlorenchym)
2. blackish (very little starch in the chlorenchym)
3. dull black (starch abundant)
4. coal black (starch very abundant)
5. black, with metallic luster (maximum starch-content)
ADAPTATION
177. Influence of chloroplasts upon form and structure.

The beginning of all modifications produced by light stimuli must be
sought in the chloroplast as the sensitized unit of the protoplasm.
Hence, it seems a truism to say that the number and arrangement of
the chloroplasts determine the form of the cell, the tissue, and the
leaf, although it has not yet been possible to demonstrate this
connection conclusively by means of experiment. In spite of the lack
of experimental proof, this principle is by far the best guide through
the subject of adaptations to light, and in the discussion that follows,
it is the fundamental hypothesis upon which all others rest. The
three propositions upon which this main hypothesis is grounded are:
(1) that the number of chloroplasts increases with the intensity of the
light; (2) that in shaded habitats chloroplasts arrange themselves so
as to increase the surface for receiving light; (3) that chloroplasts in
sunny habitats place themselves in such fashion as to decrease the
surface, and consequently the transpiration due to light. In these,
there can be little doubt concerning the facts of number and
arrangement, since they have been repeatedly verified. The purpose
of epistrophe and apostrophe, however, can not yet be stated with
complete certainty.
The stimulus of sunlight and of diffuse light is the same in one
respect, namely, the chloroplasts respond by arranging themselves in
rows or lines on the cell wall. The direct consequence of this is to
polarize the cell, and its form changes from globoid to oblong. This
effect is felt more or less equally by both palisade and sponge cells,
but the disturbing influence of aeration has caused the polarity of the
cells to be much less conspicuous in the sponge than in the palisade
tissue. While the cells of both are typically polarized, however, they
assume very different positions with reference to incident light. This
position is directly dependent upon the arrangement of the plastids
as determined by the light intensity. In consequence, palisade cells
stand at right angles to the surface and parallel with the impinging
rays; the sponge cells, conversely, are parallel with the epidermis and
at right angles to the light ray. Some plants, especially
monocotyledons, exhibit little or no polarity in the chlorenchym. As a
result the leaf does not show a differentiation into sponge and
palisade, and the leaves of sun and shade ecads are essentially alike
in form and structure. The form of the leaf is largely determined by
the chloroplasts acting through the cells that contain them. A
preponderance of sponge tissue produces an extension of leaf in the
direction determined by the arrangement of the plastids and the
shape of the sponge cells, viz., at right angles to the light. Shade
leaves are in consequence broader and thinner, and sometimes
larger, than sun leaves of the same species. A preponderance of
palisade likewise results in the extension of the leaf in the line of the
plastids and the palisade cells, i. e., in a direction parallel with the
incident ray. In accordance, sun leaves are thicker, narrower, and
often smaller than shade leaves.
178. Form of leaves and stems. In outline, shade leaves are
more nearly entire than sun leaves. This statement is readily verified
by the comparison of sun and shade ecads, though the rule is by no
means without exceptions. In the leaf prints shown in figures 14 and
15, the modification of form is well shown in Bursa and Thalictrum;
in Capnoides the change is less evident, while in Achilleia and
Machaeranthera lobing is more pronounced in the shade form, a
fact which is, however, readily explained when other factors are
taken into account. The leaf prints cited serve as more satisfactory
examples of the increase of size in consequence of an increase in the
surface of the shade leaf, although the leaves printed were selected
solely with reference to thickness and size or outline. In all
comparisons of this kind, however, the relative size and vigor of the
two plants must be taken into account. This precaution is likewise
necessary in the case of thickness, which should always be
considered in connection with amount of surface. The relation
between surface and thickness is shown by the following species, in
all of which the size of the leaf is greater in the shade than in the sun.
In Capnoides aureum, the thickness of the shade leaf is ½ (6 : 12)
that of the sun leaf; in Galium boreale the ratio is 5 : 12, and in
Allionia linearis it is 3 : 12. The ratio in Thalictrum sparsiflorum is 9
: 12, and in Machaeranthera aspera 11 : 12. The thickness of sun and
shade leaves of Bursa bursa-pastoris is as 14 : 12, but this anomaly is
readily explained by the size of the plants; the shade form is ten
times larger than the sun form. Certain species, e. g., Erigeron
speciosus, Potentilla bipinnatifida, etc., show no change in thickness
and but little modification in size or outline. They furnish additional
evidence of a fundamental principle in adaptation, namely that the
amount of structural response is profoundly affected by the stability
of the ancestral type.
The effect of diffuse light in causing stems to elongate, though
known for a long time, is still unexplained. The old explanation that
the plant stretches up to obtain more light seems to be based upon
nothing more than the coincidence that the light comes from the
direction toward which the stem grows. Later researches have shown
that the stretching of the stem is due to the excessive elongation of
the parenchyma cells, but the cause of the latter is far from apparent.
It is generally assumed to be due to a lack of the tonic action of
sunlight, which brings about a retardation of growth in sun plants.
The evidence in favor of this view is not conclusive, and it seems
probable at least that the elongation of the parenchyma cells takes
place under conditions which favor the mechanical stretching of the
cell wall, but inhibit the proper growth of the wall by
intussusception. It is hardly necessary to state that the reduced
photosynthetic activity of shade plants favors such an explanation.
Whatever the cause, the advantage that results from the elongation
of the internodes is apparent. Leaves interfere less with the
illumination of those below them, and the leaves of the branches are
carried away from the stem in such a way as to give the plant the best
possible exposure for its aggregate leaf surface.
179. Modification of the epidermis. The development of
epidermal chloroplasts in diffuse light is the only change which is
due to the direct effect of light. This does not often occur in the shade
ecads of sun species, but chloroplasts are regularly present in the
epidermis of woodland ferns and of submerged plants. The slight
development of hairs in sciophilous plants is an advantage, but it
must be referred to the factors
that determine water loss. The
significance of epidermal
papillae in increasing the
absorption of light by shade
plants has already been
discussed. The questions as to
what factor has called forth
these papillae and what purpose
they serve must still be
regarded as unsettled. The
increased size of the epidermal
cells, which is a fairly constant
feature of shade ecads, seems to
be for the purpose of increasing
translocation and transpiration,
and to bear no relation to light.
The extreme development of the
cells of the epidermis in
Streptopus and Limnorchis,
which grow at the edge of
mountain brooks, has been
plausibly explained by E. S.
Clements as a contrivance to
increase water loss. The
presence of a waxy coating,
such as that found upon the
leaves of Impatiens aurea and
I. pallida, is clearly to prevent
the wetting of the leaf and the Fig. 40. Isophotophyll of Allionia
consequent stoppage of the linearis, showing diphotic ecads:
stomata. In regard to the latter, 1, light 1; 2, light .012; 3, light
different observers have noted .003. × 130.
that the number of the stomata
is greater in sun than in shade
leaves. This holds generally for sun and shade species, but it is most
clearly indicated by different ecads of the same species. In
Scutellaria brittonii, the sun form possesses 100 stomata per square
millimeter, but in the shade these are reduced to 40 per square
millimeter; the sun leaf of
Allionia linearis has 180
stomata to the square
millimeter, the shade leaf 90. In
the stable leaf of Erigeron
speciosus, however, the number
of stomata is the same, 180 per
square millimeter, for sunlight
and for diffuse light. The
presence of the larger number
of stomata in the plant exposed
to greater loss, which at first
thought seems startling, is
readily explained by the more
intense photosynthetic activity
in the sun. Since the absorption
of gases is the primary function
of the stomata, and
transpiration merely secondary,
Fig. 41. Isophotophyll of it is evident that sun plants
Helianthus pumilus, showing must have more stomata than
isophotic ecad: 1, sun leaf; 2, shade plants. This is further
shade leaf (light .012). × 130. explained by the fact that the
small air passages of sun leaves
necessitate frequent inlets,
which are less necessary in shade leaves with their larger air spaces.
In shade plants, moreover, the decrease in the number is
compensated in some measure by the ability of the epidermal cells to
absorb gases directly from the air.
180. The differentiation of the chlorenchym. The division of
the chlorenchym into two tissues, sponge and palisade, is the normal
consequence of the unequal illumination of the leaf surfaces.
Exceptions to this rule occur only in certain monocotyledons, in
which the leaf tissue consists of sponge-like cells throughout, and in
those stable species that retain more or less palisade in spite of their
change to diffuse light. The difference in the illumination of the two
surfaces is determined by the position of the leaf. Leaves that are
erect or nearly so usually have both sides about equally illuminated,
and they may be termed isophotic. Leaves that stand more or less at
right angles to the stem receive
much more light upon the
upper surface than upon the
lower, and may accordingly be
termed diphotic. Certain
dorsiventral leaves, however,
absorb practically as much light
on the lower side as upon the
upper. This is true of sun leaves
with a dense hairy covering,
which screens out the greater
part of the light incident upon
Fig. 42. Diphotophylls of Quercus the upper surface. It occurs also
novimexicana: 1, sun leaf; 2, in xerophytes which grow in
shade leaf of the same tree (light light-colored sands and gravels
.06). × 130. that serve to reflect the sun’s
rays upon the lower surface. In
deep shade, moreover, there is
no essential difference in the intensity of the light received by the two
surfaces, and shade leaves are often isophotic in consequence. From
these examples it is evident that isophotic and diphotic leaves occur
in both sun and shade, and that the intensity of the light is secondary
to direction, in so far as the modification of the leaf is concerned.
The essential connection of sponge tissue with diffuse light is
conclusively shown by the behavior of shade ecads, but further
evidence of great value is furnished by diphotic leaves, and those
with hairy coverings. The sponge tissue, which in the shade leaf is
due to the diffuse light of the habitat, is produced in the hairy leaf as
a consequence of the absorption and diffraction of the light by the
covering. In ordinary diphotic leaves, the absorption of light in the
palisade reduces the intensity to such a degree that the cells of the
lower half of the leaf are in diffuse light, and are in consequence
modified to form sponge tissue. The sponge tissue of the diphotic leaf
is just as clearly an adaptation to diffuse light as it is in those plants
where the whole chlorenchym is in the shade of other plants or of a
covering of hairs. As is indicated later, all these relations permit of
ready confirmation by experiment, either by changing the position of
the leaf or by modifying the intensity or direction of the light.
The preceding discussion
makes it fairly clear that sponge
tissue is developed primarily to
increase the light-absorbing
surface. Because of its direct
connection with photosynthesis,
the sponge tissue is the especial
organ of aeration, also, and
since it shows a high
development of air spaces for
this purpose, it is inevitably
concerned in transpiration. It
seems to be partly a
coincidence, however, that the
sponge is found next to the
lower surface upon which the
stomata are most numerous.
This is indicated by artificial
ecads of Ranunculus sceleratus,
in which sponge tissue is Fig. 43. A plastic species,
unusually developed, although Mertensia polyphylla, showing
the stomata are much more the effect of water upon the
numerous upon the upper sponge: 1, chresard 25%; 2,
surface. Palisade tissue is chresard 12%. × 130.
apparently developed primarily
as a protection against water
loss, particularly that due to the absorption of light by the
chloroplast. The small size of the intercellular passages between
palisade cells likewise aids in decreasing transpiration. The fact that
leaves with much palisade tissue transpire twice as much as shade
leaves is hardly an objection to this view, as Hesselmann (l. c., 442)
would think. It is readily explained by the intense photosynthesis of
sun plants, which makes necessary an increase, usually a doubling, in
the number of stomata, in consequence of which the transpiration is
increased.
181. Types of leaves. Isophotic leaves are equally illuminated
and possess more or less uniform chlorenchym. Diphotic leaves are
unequally illuminated, and exhibit a differentiation into palisade and
sponge tissues. They may be distinguished as isophotophylls and
diphotophylls respectively.[18]
Isophotic leaves fall into three
types based upon the intensity
of the light. The staurophyll, or
palisade leaf, is a sun type in
which the equal illumination is
due to the upright position or to
the reflection from a light soil,
and in which the chlorenchym
consists wholly of rows of
palisade cells. The diplophyll is
a special form of this type in
which the intense light does not
penetrate to the middle of the
leaf, thus resulting in a central
sponge tissue, or water-storage
tissue. The spongophyll, or
sponge leaf, is regularly a shade
type; the chlorenchym consists
of sponge cells alone. For the
present at least it is also
necessary to refer to this group
Fig. 44. A stable species, Erigeron those monocotyledons which
speciosus: 1, sun leaf; 2, shade leaf grow in the sun but contain no
(light .03). × 130. palisade tissue. Diphotic leaves
always contain both palisade
and sponge, though the ratio
between them varies
considerably. Diphotophylls are
characteristic of sunny
mesophytic habitats. They are
frequent in xerophytic habitats
as well as in woodlands where
the light is not too diffuse. In
the case of stable species, this
type of structure sometimes
persists in the diffuse light of Fig. 45. Spongophyll of
coniferous forests. Floating Gyrostachys stricta (light 1). ×
leaves, in which the light is 130.
almost completely cut off from
the lower surface, are also
members of this group. Submerged leaves, on the other hand, are
spongophylls.
182. Heliophytes and sciophytes. The great majority of sun
plants possess diphotophylls. This type is represented by Pedicularis
procera (fig. 32). Plants with isophotophylls are found chiefly in
xerophytic places, though erect leaves of this type occur in most
sunny habitats. The staurophyll, in which the protection is due to the
extreme development of palisade tissue, is illustrated by Allionia
linearis (fig. 40) and Bahia dissecta (fig. 33). The diplophyll, which
is characterized by a central band of sponge tissue or storage cells, is
found in Mertensia linearis (fig. 34). The form of the spongophyll
that is found in certain monocotyledons is shown by Gyrostachys
stricta (fig. 45). The spongophyll (fig. 38:3, 39:2) is frequent among
plants of deep shade, but as the leaf sections of Allionia (figs. 38, 40)
and Quercus (fig. 42) show, the diphotophyll is the rule in shade
ecads.
Experimental Evolution
183. Scope. The primary task of experimental evolution is the

detailed study, under measured conditions, of the origin of new
forms in nature. As a department of botanical research that is as yet
unformed, it has little concern with the host of hypotheses and
theories which rest merely upon general observation and conjecture.
A few of these constitute good working hypotheses or serve to
indicate possible points of attack, but the vast majority are worthless
impedimenta which should be thrown away at the start. It is the
general practice to speak of evolution as founded upon a solid basis
of incontestible facts, but a cursory examination of the evidence
shows that it is drawn, almost without exception, from observation
alone, and has in consequence suffered severely from interpretation.
With the exception of De Vries’s work on mutation, sustained and
accurate investigation of the evolution of plants has been lacking. As
a result, botanical research has been built high upon an insecure
foundation, nearly every stone of which must be carefully tested
before it can be left permanently in place. In a field so vast and
important as evolution, experiment should far outrun induction, and
deduction should enter only when it can show the way to a working
hypothesis of real merit. The great value of De Vries’s study of
mutation as an example of the proper experimental study of
evolution has been seriously reduced by the fact that the “mutation
theory” has carried induction far beyond the warrant afforded by
experiment. The investigator who plans to make a serious study by
experiment of the origin of new plant forms should rest secure in the
conviction that the most rapid and certain progress can be made only
by the accumulation of a large number of unimpeachable facts,
obtained by the most exact methods of experimental study.
The general application of field experiment to evolution will render
the current methods of recognizing species quite useless. It will
become imperative to establish an experimental test for forms and
species, and to apply this test critically to every “new species.”
Descriptive botany, as practiced at present, will fall into disuse, as
scientific standards come to prevail, and in its place will appear a real
science of taxonomy. In the latter the criteria upon which species are
based will be obtained solely by experiment.
184. Fundamental lines of inquiry. There are two primary
and sharply defined fields of research in experimental evolution,
namely, adaptation in consequence of variation (and mutation), and
hybridization. The latter constitutes a particular field of inquiry,
which is not intimately connected with the problems of evolution in
nature. In the study of specific adaptation, two questions of profound
importance appear. One deals with the effects of ancestral fixity or
plasticity in determining the amount of modification produced by the
habitat. These are fundamental problems, and a solution of them can
not be hoped for until exact and trustworthy data have been provided
by numerous experimental researches. It thus becomes clear that the
principal, if not the sole task of experimental evolution for years to
come is the diligent prosecution of accurate and prolonged
experiment in the modification of plant forms. It seems inevitable
that this will be carried on along the lines that have already been
indicated. Plants will be grown in habitats of measured value, or in
different intensities of the same factor. The relation between
stimulus and adjustment will form the basis of careful quantitative
study, and the final expression of this relation in structural
modifications will find an exact record in drawings, photographs,
exsiccati, and biometrical measures. The making of an accurate and
complete record of the whole course of each experiment of this sort is
an obligation that rests upon every investigator. Studies in
experimental evolution will prove time-consuming beyond all other
lines of botanical research, and the work of one generation should
appear in a record so perfect that it can be used without doubt or
hesitation as a basis for the studies of the succeeding generation.
185. Ancestral form and structure. The significance of the
fact that some species have been found to remain unaltered
structurally under changes of habitats that produced striking
modifications in others has already been commented upon. It is
hardly necessary to indicate the important bearing which this has
upon evolution. The very ability of a plant to undergo modification,
and hence to give rise to new forms, depends upon the degree of
fixity of the characters which it has inherited. Stable plants are less
susceptible of evolution than plastic ones. The latter adapt
themselves to new habitats with ease, and in each produce a new
form, which may serve as the starting point of a phylum. There is at
present no clue whatever as to what calls forth this essential
difference in behavior. This is not surprising in view of the fact that
there have been no comparative experimental studies of stable and
plastic species. Until these have been made, it is impossible to do
more than to formulate a working hypothesis as to the effect of
stability, and an explanation of the forces which cause or control it is
altogether out of the question.
186. Variation and mutation. New forms of plants are known
to arise by three methods, viz., variation, mutation, adaptation. The
evidence in support of these is almost wholly observational, and
consequently more or less inexact, but for each there exist a few
accurate experiments which are conclusive. Origin by variation and
subsequent selection is the essence of the Darwinian theory of the
origin of species. According to this the appearance of a new form is
due to the accumulation, and selection, through a long period, of
minute differences which prove advantageous to the plant in its
competition with others in nature, or are desirable under cultivation.
Slight variations appear indiscriminately in every species. Their
cause is not known, but since they are found even in the most
uniform habitats, it is impossible to find any direct connection
between them and the physical factors. In the case of origin by
mutation, the new form appears suddenly, with definite
characteristics fully developed. Selection, in the usual sense of the
term, does not enter into mutation at all, though the persistence of
the new form is still to be determined by competition. Mutations are
known at present for only a few species, and their actual appearance
has been studied in a very few cases. Like variations, they are
indiscriminate in character. The chief difference between them is
apparently one of degree. Indeed, mutation lends itself readily to the
hypothesis that it is simply the sudden appearance of latent
variations which have accumulated within the plant. De Vries
regards constancy as an essential feature of mutation, but the
evidence from the mutants of Onagra is not convincing. Indeed,
while there can be no question of the occurrence of mutation in
plants, a fact known for many years, the facts so far brought forward
in support of the “mutation theory” fall far short of proving “the lack
of significance of individual variability, and the high value of
mutability for the origin of species.”[19] Mutations do not show any
direct connection with the habitat, but their sudden appearance
suggests that they may be latent or delayed responses to the ordinary
stimuli. Origin by adaptation is the immediate consequence of the
stimuli exerted by the physical factors of a habitat. This fact
distinguishes it from origin by variation, or by mutation. The new
form may appear suddenly, often in a single generation, or gradually,
but in either case it is the result of adaptation that is necessarily
advantageous, because it is the result of adjustment to controlling
physical factors. Origin by adaptation is perhaps only a special kind
of origin by variation, but this might be said with equal truth of
mutation. New forms resulting from adaptation are like those
produced from mutation, in that they appear suddenly as a rule and
without the agency of selection. They are essentially different,
inasmuch as their cause may be found at once in the habitat, and
since a reversal of stimuli produces, in many cases at least, a
reversion in form and structure to the ancestral type.
A valid distinction between forms or species upon the basis of
constancy is impracticable at the present time. It is doubtful that
such a distinction can ever be made in anything like an absolute
sense, since all degrees of fluctuation may be observed between
constancy and inconstancy. In all events, it is gratuitous to make
constancy the essential criterion in the present state of our
knowledge. So little is certainly known of it that it is equally
unscientific to affirm or to deny its value, and even a tentative
statement can not be ventured until a vast amount of evidence has
been obtained from experiment. Accordingly, there is absolutely no
warrant, other than tradition, for limiting the term species to a
constant group. In the evolutionary sense, a species is the aggregate
ancestral group and the new forms which have sprung from it by
variation, mutation, or adaptation. It should not be regarded as an
isolated unit for purposes of descriptive botany; indeed, its use in
this connection is purely secondary. It is properly the unit to be used
in indicating the primary relationships which are the result of
evolution.
On the basis of their actual behavior in the production of new
forms, species may be distinguished as variable, mutable, or
adaptable. The new form which results from variation is a variant;
the product of mutation is a mutant, and that of adaptation, an ecad.
The following examples serve to illustrate these distinctions.
Machaeranthera canescens, judging from the numerous minute
intergrades between its many forms, is a variable species, i. e., one in
which forms are arising by the gradual selection of small variations.
It apparently comprises a large number of variants, M. canescens
aspera, superba, ramosa, viscosa, etc. Onagra lamarckiana is a
mutable species: it comprises many mutants, e. g., Onagra
lamarckiana gigas, O. l. nanella, O. l. lata, etc. Galium boreale is an
adaptable species: it possesses one distinct ecad, Galium boreale
hylocolum, which is the shade form of the species.
187. Methods. The best of all experiments in evolution are those
that are constantly being made in nature. Such experiments are
readily discovered and studied in the case of origin by adaptation;
variants present much greater difficulties, while mutants are very
rare under natural conditions. The method which makes use of these
experiments may be termed the method of natural experiment. The
number of ecads which appear naturally in vegetation is limited,
however, and it is consequently very desirable to produce them
artificially, by the method of habitat culture. This method, while
involving more labor than the preceding, yields results that are
equally conclusive, and permits the study of practically every species.
The method of control culture, which is carried on in the planthouse,
naturally does not possess the fundamental value of the field
methods. It is an invaluable aid to the latter, however, since it
permits the physical factors to be readily modified and controlled. All
these methods are based on the indispensable use of instruments for
the measurement of physical factors.
METHOD OF NATURAL EXPERIMENT
188. Selection of species. Species that are producing variants
or ecads are found everywhere in nature; those which give rise to
mutants seem, however, to be extremely rare. Consequently, mutants
can not be counted upon for experimental work, and their study
scarcely needs to be considered. When a mutant is discovered by
some fortunate chance, the mutable species from which it has
sprung, and related species as well, should be subjected to the most
critical surveillance, in the hope that new mutants will occur or the
original one reappear. On account of the suddenness with which they
appear, mutants do not lend themselves readily to natural
experiment, and after they have once been discovered, inquiry into
the causes and course of mutation is practicable only by means of
habitat and control cultures. Among variable species, those are most
promising that show a wide range of variation and are found in
abundance over extensive areas. A species which occurs in widely
separated, or more or less isolated areas, furnishes especially
favorable material for investigation, since distance or physical
barriers partly eliminate the leveling due to constant cross-
fertilization. The individuals or groups which show appreciable
departure from the type are marked and observed critically from year
to year. The direction of the variation and the rapidity with which
small changes are accumulated can best be determined by
biometrical methods. Representative individuals of the species and
each of its variants should likewise be selected from year to year.
After being photographed, these are preserved as exsiccati, and with
the photographs constitute a complete graphic record of the course
of variation. When the latter is made evident in structural feature
also, histological slides are an invaluable part of the record.
Polydemic species are by far the best and most frequent of all
natural experiments. In addition to plants that are strictly polydemic,
i. e., grow in two or more distinct habitats, there are a large number
which occur in physically different parts of the same habitat. The
recognition of polydemics is the simplest of tasks. As a rule, it
requires merely a careful examination of contiguous formations in
order to ascertain the species common to two or more of them. The
latter are naturally most abundant along the ecotones between the
habitats, and, as a result, transition areas and mixed formations are
almost inexhaustible sources of ecads. Many adaptable species are
found throughout several formations, however, and such are
experiments of the greatest possible value. Not infrequently species
of the manuals are seen to be ecads, in spite of their systematic
treatment, and to constitute natural experiments that can be readily
followed. Finally, it must be kept in mind that some polydemics are
stable, and do not give rise to ecads by structural adaptation. They
not only constitute extremely interesting experiments in themselves,
but they should also be very carefully followed year by year, since it
seems probable that the responses are merely latent, and that they
will appear suddenly in the form of mutants. In natural experiments
it is sometimes difficult to distinguish which form is the ecad and
which the original form of the species. As a rule, however, this point
can be determined by the relative abundance and the distribution,
but in cases of serious doubt, it is necessary to appeal to
experimental cultures.
Although habitats differ more or less with respect to all their
factors, the study of polydemics needs to take into account only the
direct factors, water-content, humidity, and light. Humidity as a
highly variable factor plays a secondary part, and in consequence the
search for ecads may be entirely confined to those habitats that show
efficient differences in the amount of water-content or of light.
Temperature, wind, etc., do not produce ecads, and may be ignored,
except in so far as they affect the direct factors. Complexes of factors,
such as altitude, slope, and exposure, are likewise effective only
through the action of the component simple factors upon water and
light. The influence of biotic factors is so remote as to be negligible,
especially in view of the fact that ecads are necessarily favorable
adaptations, and are in consequence little subject to selective
agencies. The essential test of a habitat is the production of a
distinguishable ecad, but a knowledge of the water-content and light
values of the habitats under examination is a material aid, since a
minute search of each formation is necessary to reveal all the ecads.
It is evident that habitats or areas that do not show efficient
differences of water or light will contain no ecads of their common
species, and also that extreme differences in the amount of either of
these two factors will preclude origin by adaptation to a large degree,
on account of the need for profound readjustment. The general rule
followed by most polydemics is that sun species will give rise to
shade forms, and vice versa, and that xerophytes will produce forms
of hydrophytic tendency, or the converse, when the areas concerned
are not too remote, and the water or light differences are efficient,
but not inhibitive. Some species are capable of developing naturally
two series of ecads, one in response to light, the other to water-
content, but they, unfortunately, have been found to be rare. Greatly
diversified regions, such as the Rocky mountains, in which
alternation is a peculiarly striking feature of the vegetation, are
especially favorable to the production of ecads, and hence for the
study of natural experiments in origin by adaptation.
189. Determination of factors. For the critical investigation of
the origin of new forms, an exact knowledge of the factors of the
habitat, both physical and biotic, is imperative. In the case of
variable species, these factors determine what variations are of
advantage, and thereby the direction in which the species can
develop. They are the agents of selection. With mutants, the factors
of the habitat are apparently neither causative nor selective, though
it seems probable that further study of mutants will show an
essential connection between mutant and factor. In any event, the
persistence of a mutant in nature, and its corresponding ability to
initiate new lines of development, is as much dependent upon the
selection exerted by physical and biotic factors as is the origin of
variants. Physical factors are causative agents in the production of
ecads, as has been shown at length elsewhere. The form and
structure of the ecad are the ultimate responses to the stimuli of light
or water-content, and the quantitative determination of the latter is
accordingly of the most fundamental importance. The measurement
of factors has been treated so fully in the preceding chapters that it is
only necessary to point out that the thorough investigation of
habitats by instruments is as indispensable for the study of
experimental evolution as for that of the development and structure
of the formation. Furthermore, it is evident that a knowledge of
physical factors is as imperative for habitat and control cultures as
for the method of natural experiment. In the latter, however, the
biotic factors demand unusual attention, since pollination, isolation,
etc., are often decisive factors in origin by variation and in the
persistence of mutants.
Measurements of adjustment, i. e., functional response to the
direct factor concerned, are extremely valuable, but not altogether
indispensable to research in experimental evolution. This is due to
the fact that a knowledge of adjustment is important in tracing the
origin of new forms only when adjustment is followed by adaptation,
and in all such cases the ratio between the two processes seems to be
more or less constant. In the present rudimentary development of
the subject, however, it is very desirable to make use of all methods
of measuring functional responses to water and light that are
practicable in the field. Certain methods that are difficult of
application in nature may be used to advantage in control cultures,
and the results thus secured can be used to interpret those obtained
from natural experiments and field cultures.
190. Method of record. As suggested elsewhere, there are four
important kinds of records, which should be made for natural
experiments, and likewise for habitat and control cultures. These are
exsiccati, photographs, biometrical formulae and curves, and
histological sections. These serve not merely as records of what has
taken place, but they also make it possible to trace the course of
evolution through a long period with an accuracy otherwise
impossible, and even to foreshadow the changes which will occur in
the future. The possibility of doing this depends primarily upon the
completeness of the record, and for this reason the four methods
indicated should be used conjointly. In the case of ecads and
mutants, exsiccati, photographs, and sections are the most valuable,
and in the majority of cases are sufficient, since both ecads and
mutants bear a more distinctive impress than variants do. On the
other hand, since variations are more minute, the determination of
the mean and extreme of variation by biometrical methods is almost
a prerequisite to the use of the other three methods, which must
necessarily be applied to representative individuals.
Exsiccati and photographs are made in the usual way for plants,
but it is an advantage to photograph each ancestral form alongside of
its proper ecads, mutants, or variants, in addition to making detail
pictures of each form and of the organs which show modification. In
the collection of material for histological sections, which deal
primarily with the leaf or with stems in the case of plants with
reduced leaves, a few simple precautions have been found necessary.
Whenever possible, material should be killed where it is collected,
since in this way the chloroplasts are fixed in their normal position.
In case leaves that can not be replaced easily have become wilted, an
immersion of 5–6 hours in water will make it possible to kill them
without shrinkage. In selecting leaves, great pains must be taken to
collect only mature leaves. When the plants have a basal rosette, or
distinct radical leaves, mature leaves are taken from both stem and
base. In all cases where the two surfaces of the leaf can not be readily
distinguished, the upper one is clearly marked.

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