1 IBM Software Thought Leadership White Paper August 2012 Consolidate your backup systems to save money and reduce risks Simplify the control and automate the management of your backup and restore environment
2 2 Consolidate your backup systems to save money and reduce risks Contents 2 Introduction 2 Customer scenario: Backup and restore consolidation project 9 Implement your project with Tivoli Storage Manager 11 Transform and consolidate with IBM Tivoli 11 For more information Introduction With data continuing to grow at alarming rates and IT environments continuing to become more distributed and complex, the strains and costs of providing data protection and recovery capabilities are getting the attention of many executives. Gartner estimates that by 2014, at least 30 percent of organizations will have changed backup vendors due to frustration over cost, complexity or capability. 1 Adding to this complexity, most companies have on average more than two backup software solutions deployed, as indicated in a recent survey by Storage magazine. 2 And many organizations utilize a considerably larger number of backup tools, as they have expanded to new countries, acquired new subsidiaries, deployed new platforms and applications, expanded protection to remote offices and employee workstations, and come under new regulatory or governance mandates. While some organizations justify adding a specific type of backup tool to meet each new challenge, complexity and costs often increase with each new tool. This issue raises the question: When a data disaster occurs, are you confident that the right person with the right training will log into the right system, restore the right data to the right place, do it in a timely manner and not make anything else worse in the process? As the complexity of your environment grows, so does the likelihood of your answer to that question being no. Since you may have already consolidated your servers, your storage and your networks, it is probably time to consider consolidating your backup and restore systems onto a single, scalable, cost-effective unified recovery management platform. Customer scenario: Backup and restore consolidation project Demonstrating the potential benefits and cost savings of this backup consolidation strategy, the approach taken by one multi-national utility company provides a prime example. This company has been geographically expanding and acquiring regional utilities for several years, with each new acquisition presenting an entirely different IT environment with different rules governing each entity. It quickly became obvious that this distributed and independent model of IT management was costing the company millions of dollars, and the data protection and recovery systems were
3 IBM Software 3 assumed to be a major contributor of excessive costs. But the company could not prove with certainty that this was the case no single person had more than a narrow window into the overall environment. To begin assessing its infrastructure and looking for potential solutions, the company decided to turn to IBM Global Technology Services. The company s management and IT staff already knew they had 22 distinct data centers, but they only had a rough estimate of the hardware and software deployed and used in each data center for backup and recovery. IBM understood that approaching this challenge with a manual question-and-answer style analysis would have proven difficult, time consuming and costly, and likely would have produced less-than-perfect results, so IBM brought in a business partner, Butterfly Software. This software firm based in the United Kingdom had developed a unique software product capable of thoroughly assessing an organization s backup environment, determining cost projections, recommending a replacement solution and providing a total cost of ownership comparison for the new backup and restore solution. This software tool the Butterfly Analysis Engine provided a solid starting point for the utility company to begin its consolidation effort. Butterfly Analysis Engine The Butterfly Analysis Engine includes a unique library containing efficiency and effectiveness statistics for various storage, server and infrastructure configurations. It provides a complete view of an organization s existing data and infrastructure, presents the findings in an easily understood format that enables organizations to assess the cost and risk implications of staying with the current environment, and compares that to the proposed consolidated backup environment. By using empirical data from the client s own systems, this capability ensures that organizations can make informed and confident migration decisions. Butterfly can automatically scan the backup and restore environment in minutes (without the need for host agents), process Butterfly Metrics (using up to 4,000 raw data indicators), and provide a comprehensive, easy-to-read, single-pane report. This report can be completed in only a matter of days with no disruption to production teams and can be used to: Visualize the size and complexity of the current environment Analyze exposure to risk and test recovery time and recovery point objectives View risk and performance indicators across the complete backup infrastructure Directly compare current and potential backup environments, even across proprietary systems with a supporting business case Investigate strategic options and compare alternative configurations Assessment and solution proposal After receiving the Butterfly Analysis Engine Report, the utility company gained an insightful picture of its backup environment, as shown in Figure 1.
4 4 Consolidate your backup systems to save money and reduce risks Figure 1: The Butterfly Analysis Engine Report provides a comprehensive, simplified view into the backup and restore environment.
5 IBM Software 5 The full report shown in Figure 1 identified specific hardware and software architecture information (as detailed in Figure 2) for the current (source) environment and revealed several key concerns: Multiple backup applications (with licenses and maintenance) were in use, including one very old version of CA ARCserve, four versions of Symantec NetBackup, seven versions of Symantec Backup Exec and three old versions of IBM Tivoli Storage Manager. 72 backup and media servers were spread across 22 sites. Two petabytes of backup data were stored on more than 10,000 tape cartridges. Predictive growth up to 125 backup servers and more than 22,000 tape cartridges was estimated to take place over the next three years. The Butterfly Analysis Engine Report provided the company with a topographical view of the environment, depicting each of its data centers, with the type and number of servers and storage devices in each data center. The report also displayed the recommended replacement architecture for the company, based on Tivoli Storage Manager. SOURCE Environment Source Software Architecture Source software environment based on NetBackup 5.1, 5.1 MP5, 6.5.6, and 7.0, ARCserve v7, Backup Exec v7.2, v7.3, v8.0, v8.5, v8.6, v9.0 and v9.1, Tivoli Storage Manager v5.4.0, v5.4.6 and v5.50 Earliest software release date May 2004 Standalone backup servers manually reported [detail unavailable] Seventy Two backup management servers in twenty two data centre locations FULL and INCR backup methodology and policy enforced throughout the environment 72 active backup management server addressing a total of 1091 client entities 1091 configured backup clients Active data retention policy vary from 14 days to Over 7 years Software agents in use are Sybase, NDMP, MS-SQL-Server, Filesystem, Oracle, MS Exchange, SAP Source Hardware Architecture Backup management server technology based on Windows 2003, Solaris and AIX-RS/6000, Novell Backups are conducted over the TCPIP network and via MEDIA Servers Total number of physical tape libraries is 20 Library types in environment are IBM 3576, IBM 3573, IBM 3584, Overland NEO and IBM 4560SLX 156 Physical tape drives Total physical volumes onsite reported 2340 Offsite physical volumes 8122 Tape volumes are produced for offsite recovery Single copy of production data on tape media Disk STAGING in use on backup servers 543 Active backup polices Manual tape handling in remote sites Hardware compression in use Figure 2: Included in the Butterfly Analysis Engine Report is an analysis of the source software and hardware making up the backup and restore infrastructure.
6 6 Consolidate your backup systems to save money and reduce risks Looking at the topology comparison in Figure 3, you can see that the company s current environment, shown on the left, has 72 backup servers distributed in 22 different locations. The proposed environment, shown on the right, consists of six backup servers in three strategically located data centers. The proposed storage solution dramatically streamlines the infrastructure, reducing the hardware components from 156 physical tape drives and 20 tape libraries to 30 Linear Tape-Open (LTO) Ultrium 5 tape drives in three IBM tape libraries. The proposed environment also includes four IBM System Storage ProtecTIER Deduplication Gateway devices for data reduction. Before After Figure 3: The report s topology comparison can provide dramatic results, demonstrating how sprawling and complex backup and restore systems can be significantly streamlined.
7 IBM Software 7 Cost analysis revealing tremendous savings Butterfly has built years of best-practices experience into its Analysis Engine Report calculations, which were instrumental in creating an insightful report for the utility company. As shown in Figure 4, the savings the utility company can expect to see over the next 36 months after transforming its data-protection environment can be substantial, including the following potential hardware and cost reductions: 94 percent reduction in the number of tape cartridges (22,307 to 1,167) 90 percent reduction in the number of tape drives (323 to 30) 94 percent reduction in the number of tape libraries (52 to 3) 95 percent reduction in the number of master and media backup servers (126 to 6) 93 percent reduction in power usage (459 kva to 31 kva) Overall, the Butterfly Analysis Engine Report calculated a three-year infrastructure savings of 54 percent and an overall savings of nearly USD5 million. The report also included a detailed breakdown, shown in Figure 5, comparing the 36-month projections for the source (before) and the target (after) infrastructures including the type and number of hardware components, the power usage of the components and the total power usage. TOTAL COST OF OWNERSHIP 36 MONTHS INFRASTRUCTURE SOURCE UNITS COST TARGET UNITS COST TAPE VOLUMES VAULT SLOTS LIBRARY TAPE DRIVES MASTER SERVER MEDIA SERVER VTL/DISK TBs TOTAL $ 6,747,210 $ 3,072,323 OCCUPANCY (TB) POWER (KVA) INFRASTRUCTURE SAVINGS RESOURCE REQUIREMENTS Man Years after 36 months TOTAL SAVINGS $ $ ,674,888 4,785,977 54% 13.7 $ 3,781,089 8 $ 2,670,000 45% Figure 4: The potential total cost of ownership savings provided in the report presented substantial power-usage and cost reductions for the utility company.
8 8 Consolidate your backup systems to save money and reduce risks SOURCE Hardware Infrastructure Existing Growth INFRASTRUCTURE VENDOR TIER MODEL QTY KVA Library Master Server Media Server Drive Library Master Server Media Server Drive Mix Midrange Entry Mix Mix Midrange Entry Mix MASTER MEDIA LTO/SLDT MASTER MEDIA LTO/SLDT TOTAL TOTAL TOTAL TARGET Hardware Infrastructure Buy INFRASTRUCTURE VENDOR TIER MODEL QTY KVA Master Server Disk VTL (TB) Library Drive IBM IBM IBM IBM IBM Enterprise Enterprise Enterprise Enterprise Entry MASTER TS7650 TS3500 LTO TOTAL TOTAL Figure 5: The report provided a breakdown of the company s hardware infrastructure and power usage, detailing the estimated power-usage reductions of the proposed consolidation solution. Infrastructure transformation benefits The Butterfly Analysis Engine Report also includes projected operational benefits for the proposed consolidation project, as shown in Figure 6. Among the many backup and restore benefits, this list identified opportunities for improved performance, data reduction, data center space savings and improved efficiency. The report also provided a list of architectural changes including a number of beneficial consolidation and standardization measures. Transformation Benefits Commercial, Technical & Operational benefits of a single, unified strategic B&R platform Virtual Tape library providing massive performance improvements in backup and restore TSM progressive incremental and source de-duplication reducing data volumes to be managed Improved backup and recovery time and throughput Clear, efficient backup success reporting Data centre space savings across environment Reduction of intersite bandwidth with source de-duplication during the backup operation Increased efficiency of backup due to resource availability and reliability Architectural Changes Standardises on a high performance virtual tape platform with site consolidation Consolidated virtual tape library for de-duplication Avoids ad-hoc unplanned spend Environment scaled to 36 months usage Increased use of tiering for backup data and associated de-duplication benefits Virtual tape library providing improved direct to tape mount capability TSM disk caching for backup of more systems within the backup window In addition to listing the potential benefits for the proposed project, the report included a detailed listing of infrastructure and operational issues that could be resolved, as shown in Figure 7, if this transformation project were to be implemented. Operational Issues Resolved Infrastructure Issues IO device errors on tape devices Complexity of tape library/drive environment IO errors unchecked in physical tape environment Tape library microcode not standard Allocation and backup server allocation for new clients Management complexity due to number of physical and virtual elements Management and handling of large amount of physical tape media Backup retry requests exceeding number of tries Flat file backup attempts on structured data types Insufficient system resources on backup clients to complete backup operations Small library and drive infrastructure Multiple back level generation tape Infrastructure Operational Issues Reported backup success rate 87% Daily FULL backup operations to be retained for extended retention Backup jobs running through business day 510 non-successful backup jobs during collected summary period Not all servers have DR capability No clear scalability model for growth and additional workload Variety of media types and drive types for support Variable throughput and data density capabilities Rerun coverage of failed backup operations Backup operations not completing within defined backup window Tape library support and maintenance cost and complexity Remote site manual tape movements and reliability FROZEN tape cartridges Unsupported backup application software Unsupported backup server operating systems Figure 6: Several operational benefits to the company were outlined in the report, detailing how the proposed consolidation project can improve performance and efficiency across the backup and restore environment. Figure 7: The company was able to view a list of issues that could be resolved by carrying out the consolidation project. The report provided simple and clear suggestions for resolving both infrastructure and operational issues.
9 IBM Software 9 Implement your project with Tivoli Storage Manager The Butterfly Analysis Engine Report enables your organization to complete the critical first step toward consolidating your backup and restore systems. To take the next step, you can either engage with Butterfly Software to perform the analysis, or contact IBM or your IBM Business Partner to learn if your organization qualifies for a free assessment. However, before carrying out your consolidation project, you will want to consider a management platform to support your new solution. When considering a backup and recovery consolidation project, you need to make sure that the platform you are consolidating onto can: Handle the diverse needs of the business Scale to meet and stay ahead of data growth Provide exceptional levels of performance, reliability and resiliency Dramatically reduce data storage requirements With the ability to meet these requirements for a wide range of organizations, Tivoli Storage Manager offers a comprehensive software suite that includes capabilities for backup and recovery, scalability, performance, reliability and data reduction. Unified recovery management The Tivoli Storage Manager family includes the ability to protect and restore a very broad range of systems and applications, from laptops to mainframes, all from a single command console. It provides a strong and flexible policy engine to tune your data-protection operations to specific and granular service requirements. It also includes advanced functionality for popular platforms such as Microsoft Windows and VMware. IBM Tivoli Storage Manager Suite for Unified Recovery is a bundle of 10 Tivoli Storage Manager family products, offered on a capacity-based licensing model, which enables organizations to deploy the right tools in the right quantities to meet their data protection and recovery needs without worrying about adding individual product licenses. This suite includes integrated management of: Protection of applications such as SAP, Microsoft Exchange and IBM Lotus Notes Protection of databases such as IBM DB2, Microsoft SQL Server and Oracle Remote office data protection Data lifecycle management (archiving and hierarchical storage management) Backup and recovery leveraging storage area network (SAN) connections Protection of virtual machines on various hypervisor platforms
10 10 Consolidate your backup systems to save money and reduce risks Figure 8: Tivoli Storage Manager Suite for Unified Recovery includes a number of integrated storage management features that are useful for a wide variety of applications. Management scalability Tivoli Storage Manager is a single-server architecture that does not require additional media servers as the amount of data in the environment grows. Its scalability is measured only by the number of data objects it manages, and it can currently manage up to 4 billion objects in a single backup server. This represents an 800 percent increase in scalability over a three-year period. DB2 foundation Tivoli Storage Manager achieves leading levels of performance, reliability and resiliency due to its built-in DB2 relational database. It provides faster backup processing by only transferring incremental data and faster restores with single-step retrieval and advanced tape handling. Disaster recovery planning and off-site replication are included for added resilience in IBM Tivoli Storage Manager Extended Edition.
11 IBM Software 11 Data reduction The unique, progressive incremental backup capability of Tivoli Storage Manager eliminates the need for repetitive full backups, which are the major cause of duplicate data in the IT environment. Built-in source and target data deduplication can reduce storage requirements by another 40 percent. Standard compression, automatic placement and migration of data based on its lifecycle, and advanced tape utilization technologies round out a broad spectrum of cost-saving capabilities. Additional new features In addition to including new capabilities for unified recovery management, increased scalability, disaster recovery management and data reduction, Tivoli Storage Manager also now includes IBM Cognos Business Intelligence an integrated business intelligence suite provided as part of IBM Tivoli Common Reporting. Cognos Business Intelligence provides real information manipulation and analysis capabilities that can be useful for a variety of organizations. Tivoli Storage Manager has also extended its support for automatic client updates from Microsoft Windows to other operating systems, and it has expanded support for VMware vsphere virtualized servers by offering IBM Tivoli Storage Manager for Virtualized Environments. Transform and consolidate with IBM Tivoli The latest advancements incorporated in the Tivoli Storage Manager family of data protection and unified recovery management software products, combined with the latest in IBM storage hardware systems, can help organizations transform and consolidate their unwieldy, unreliable, and costly multivendor situations. The operational benefits of an IBM backup consolidation project not only have the potential to save your organization a significant amount of money, but can also help you have assurance that when a data disaster strikes, you will have the confidence and the ability to quickly restore the right data to the right systems and help keep your organization performing at its peak. For more information To learn more about consolidating your backup and restore environment to save costs, eliminate complexity and reduce risks, please contact your IBM representative or IBM Business Partner, or visit: ibm.com/software/tivoli/solutions/backup And to see for yourself how much your backup and restore systems might be improved, ask IBM about producing a Butterfly Analysis Engine Report for your organization. To learn more about Butterfly Software, visit: butterflysoftware.net Additionally, IBM Global Financing can help you acquire the software capabilities that your business needs in the most cost-effective and strategic way possible. We ll partner with credit-qualified clients to customize a financing solution to suit your business and development goals, enable effective cash management, and improve your total cost of ownership. Fund your critical IT investment and propel your business forward with IBM Global Financing. For more information, visit: ibm.com/financing
12 Copyright IBM Corporation 2012 IBM Corporation Software Group Route 100 Somers, NY Produced in the United States of America August 2012 IBM, the IBM logo, ibm.com, and Tivoli are trademarks of International Business Machines Corp., registered in many jurisdictions worldwide. Other product and service names might be trademarks of IBM or other companies. A current list of IBM trademarks is available on the web at Copyright and trademark information at ibm.com/legal/copytrade.shtml Microsoft and Windows are trademarks of Microsoft Corporation in the United States, other countries, or both. This document is current as of the initial date of publication and may be changed by IBM at any time. Not all offerings are available in every country in which IBM operates. The client examples cited are presented for illustrative purposes only. Actual performance results may vary depending on specific configurations and operating conditions. THE INFORMATION IN THIS DOCUMENT IS PROVIDED AS IS WITHOUT ANY WARRANTY, EXPRESS OR IMPLIED, INCLUDING WITHOUT ANY WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND ANY WARRANTY OR CONDITION OF NON-INFRINGEMENT. IBM products are warranted according to the terms and conditions of the agreements under which they are provided. 1 Dave Russell, The Future of Backup May Not Be Backup, Gartner, September 22, Rich Castagna, Backup Software Quality Awards, Storage, July 2012: Please Recycle TIW14141-USEN-00
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