Business Continuity and Disaster Recovery Part 2, the hardware Tim McMahon mcmahont@us.ibm.com

What IT elements offer an effective BCDR solution? IBM Open Software Family Comprehensive, flexible storage management software IBM SAN Volume Controller IBM Tivoli Storage Manager IBM System Storage DS Family A broad range of disk storage systems From the compelling price/performance of the DS3400 to the DS4200 (SATA only) to the higher performing DS4700 or 4800 IBM System x and Bladecenter Industry leading reliability, availability, scalability and superior manageability at a competitive price. Simplify underlying IT infrastructure and its mgt to help lower cost and complexity Unmatched scalability allows customers to seamlessly accommodate business fluctuations Slide 35: Total access to the data your business needs Here is a snapshot of our TotalStorage offerings. Main Points IBM TotalStorage technology brings together the most complete range of hardware, software and support solutions in the storage industry. IBM customers benefit from these recent efforts to unify offerings, because of shared and innovative technologies based on open standards and an integrated holistic approach to managing data. The TotalStorage DS Family is helping clients breakthrough the traditional thinking about disk storage investments and the traditional economics of storage --with a range of offerings from workgroup solutions with 2 terabyte capacity up to enterprise offerings with 192 terabyte capacity. Software to manage the data is essential, and IBM TotalStorage Open Software enables not only the management of IBM storage, but non-IBM resources, too… enabling you to manage your entire infrastructure as one. Resiliency solutions enable to you provide application and data availability that is tailored to your specific demands And the TotalStorage tape family as provides a range of solutions, from single tape systems to Virtual Tape Servers that use virtualization technology to manage the flow of data from creation to disposal.. Transition Line: With the right infrastructure supported by IBM TotalStorage systems that can be simplified and virtualized, new dynamics in data management can be achieved. IBM TS Tape Family For data archiving, backup, disaster recovery and compliance Single drives, autoloaders, and libraries that are adaptive, highly scalable to support a broad range of environments Customer Presentation

Business Continuity Ensuring the continuity or uninterrupted provision of operations and services in spite of planned or unplanned contingencies.  Business Continuity Management is an on-going process with several different but complementary elements. Planning for business continuity is a comprehensive process that includes disaster recovery, business recovery, business resumption, and contingency planning. Now, here's a mission statement for business continuity. It's simply to ensure the continuity or the resumption of operations and services in spite of any type of disaster that may hit the data center or the company, and it's an ongoing process. It covers the whole corporation from top down, and it's from one end to the other, and it's really a process that helps the business recover from any kind of interruptions to service. Customer Presentation

…. So how do you build it from a hardware perspective? Business Continuity Is not just disaster recovery Is an on-going process Is composed of Contingency planning Disaster recovery Emergency response Business recovery Business resumption Crisis management In practical terms, business continuity is not just disaster recovery. Business continuity in many respects is how the company runs smoothly and with future changes coming along, and complex issues of dealing with customers and suppliers, and producing a product, designing a product. Most people consider that business continuity and disaster recovery are identical, but they're not really. Disaster recovery is only one piece of business continuity, and it's really, from a big picture viewpoint, business continuity has a whole number of items associated with it, and the list is real simple. It's contingency planning, disaster recovery, emergency response, recovery resumption, managing the disaster, and also planning for the next one. …. So how do you build it from a hardware perspective? Customer Presentation

DR Solution Framework – the Hardware side Primary site Secondary site WAN IP-WAN Router IP-WAN Router Fibre-IP Router Fibre-IP Router Server Server Tape Library Tape Library Fibre Switch Fibre Switch Storage Server Storage Server WAN IP-WAN Router Fibre-IP Router IP-WAN Router Fibre-IP Router This is Nirvana and represents the highest Tier in Business Continuity. This is where everyone would like to be but many just can’t. Data: Database File logs etc Data: Database File logs etc SAN Fibre Switch Fibre Switch Customer Presentation

DR Solution Framework – the Hardware side Primary site Secondary site Server Server Tape Library Tape Library Storage Server Storage Server Data: Database File logs etc Data: Database File logs etc Customer Presentation

Enhance Remote Mirroring Primary site Secondary site Enhance Remote Mirroring Database Log files Here’s how we use DS4000 Copy Services technology to replicate the various database components from the primary site to the secondary site. Flash Copy Volume Copy Consistency Group Customer Presentation

created when primary site database is placed in hot backup mode FlashCopy Volume Copy Database Log files Here’s why we use the various replication technology. First we need a consistent copy of the database and logs at the remote site. Continuous mirroring does not allow recovery until the disaster. In order to avoid the possibility of the mirror being bad we a need consistent copy ahead of time. The way to do this is to suspend the mirror when the primary site enters a hot backup window. This means the primary database and the secondary mirror are absolutely identical. The snapshot merely creates a point-in-time image of that consistent image. Note that consistent does not mean mirrored, it is the result of the database flushing out all of its data and metadata. It is still not absolutely consistent since there are still transactions outstanding against that system. It is the combination of the database and the logs and a subsequent Rollforward recovery that will create a consistent database. Then to be able to use the database, you must VC the snapshot to create a complete and independent copy of the database and logs. You should/must not RF recover using the snapshot. Consistent copies created when primary site database is placed in hot backup mode Used to create the secondary database and Rollforward using the log files Consistency Group Customer Presentation

Secondary site Backups Backups taken to establish a recovery point in addition to the secondary database Backups Database Database is used for verifying logical consistency and Disaster Recovery Log files So, here’s the complete picture: We copy the database over to the secondary site. We mirror the logs over We Rollforward recover the database using the logs to bring it up-to-date We take backups to after each incremental recovery to provide recovery points We continue to process the logs as they are mirrored over Consistency Group Customer Presentation

DR Solution Framework – the Hardware side Primary site Secondary site WAN IP-WAN Router IP-WAN Router Fibre-IP Router Fibre-IP Router Server Server Tape Library Tape Library Fibre Switch Fibre Switch Storage Server Storage Server WAN IP-WAN Router Fibre-IP Router IP-WAN Router Fibre-IP Router Data: Database File logs etc Data: Database File logs etc SAN Fibre Switch Fibre Switch Customer Presentation

IBM System Storage Disk IBM DS3000 and DS4000 Series Positioning This table represents general positioning and not technical capabilities DS4800 DS4700 DS4200 Increasing performance and functionality DS3400 DS3300 DS3200 The DS3000 and DS4000 offer a very competitive positioning portfolio for the entry to midrange market. We have the DS3200 and DS3400 as the entry, with the DS4200 also playing in the entry SATA market. We have the DS4700 and DS4800 better positioned for our mid to high end midrange market. The DS4200, DS4700 and DS4800 are all 4Gbps Fibre Channel end-to-end solutions. SMB Remote office Department Data Center SAS connectivity Shared DAS Simple management Snapshot replication FC connectivity Entry-level SANs Homogeneous SANs Configuration flexibility Data replication Heterogeneous SANs Highest performance Extensive configuration flexibility and data replication services Customer Presentation

IBM System Storage Tape TS3200 (3573) TS3400 (3577) TS1040 (LTO4) TS3310 (3576) TS1120 TS3500 (3584) TS3100 (3573) Tape Drives LTO4 tape drive Encryption capable Supports up to 800 GB cartridge Up to 120 MB/sec throughput TS1120 tape drive/controller Second generation tape drive Controller supports ESCON & FICON Tape drive data encryption 100, 500 and 700GB cartridge capacity Up to 104 MB/sec throughput Auto Virtual Backhitch Tape Libraries TS3100 tape library (up to 17.6TB1) TS3200 tape library (up to 35.2TB1) TS3310 tape library (up to 316.8TB1) Stackable modular design TS3400 tape library (up to 38TB1) TS3500 tape library (up to 16.5PB1 with LTO4 or up to 13.1PB1 with TS1120) Linear, scalable, balanced design High Availability Fastest robotics in industry LTO and TS1120 tape drive 1 with 2:1 compression TS7520 (VTO) The industry leading System Storage TS1120 Tape Drive is the cornerstone of IBM’s tape products for enterprise customers. As the second generation of the new enterprise tape drive family, it builds on the proven performance and reliability of the first generation 3592 J1A. The TS1120 can be used for a wide range of workloads and also provides standard support for WORM media, allowing a single tape drive to support both traditional and WORM tape processing; open systems and System z9 applications. The IBM LTO Ultrium Generation 3 tape drive provides an excellent solution for open systems backup and archive applications. The IBM Gen 3 tape drive is packaged and available in a wide range of automation platforms, including the 3584 Tape Library. The 3584 tape library supports both the LTO and 3592 tape drives and can scale to from 58 to over 6,000 tape cartridges. Both the 3584 and 3494 libraries support highly available configurations with dual robotics and simultaneous attachment of System z9 and zSeries and open systems servers, allowing for the sharing of the tape library across a wide variety of workloads. We continue to provide support in the 3494 for the latest tape enterprise tape drive technologies, including the new TS1120. Th new, highly scaleable TS3310 Tape library with LTO Generation 3 tape drives is an attractive entry offering. Customer Presentation

Helpful questions to start conversation IBM Systems Group Helpful questions to start conversation Is business resilience a current business focus? Why? Are you under pressure to maintain continuous business operations? Do you know how IT system outages impact your critical business processes? Have you experienced a system failure in the past 12-24 months? Do you know what the costs and other risks to your business will be resulting from downtime? Do you have funding for business resilience? What is your timeframe for potentially purchasing and implementing a solution? Customer Presentation

How to facilitate a Backup & Restore Discussion Understand situation, issues, and needs How are you doing backup today? Or, Do you currently have backup policies in place? What type technology do they use for backups? Do you have reliability problems with your current backups? Does this meet your business requirements in the case of a system outage? Are the growing data backup requirements pushing against your backup window? How many people are responsible for data protection and how many different methods are they using? Is your data being backed up consistently and cost effectively? Do you require additional data protection for corporate data for onsite operational restoration or offsite for disaster recovery? Are you looking to consolidate your back up onto a single tape technology? What server environments do they operate? How much data do they need to back up and how often? How many different tape technologies do you have in your organization today? Tape is an essential part of a Backup and Recovery Plan! Customer Presentation

Replication Solution Positioning By Recovery Class Class 0: Do not recover (replace rather than recovered) Class 1: Non-important business functions (not needed) Class 2: Functions that are helpful (nice to have) Class 3: Important business functions (needed) Class 4: Crucial business functions (must-have) Class 5: Vital, cannot be offline, mission-critical, must continue at any cost (e.g., financial markets, air traffic control, health care systems, power, communications) Now, one way to identify and classify all of the applications in case it's a first-time effort and they want to protect a number of applications is the ability to kind of differentiate between the applications. We're going to look at it from an application replication solution positioning. And, basically, what this means is, we need to determine the critical urgency of a particular application. There are two goals here: One is we can identify those that are more important, the ones that are critical, that require all of our attention, and these are the ones -- the first ones that we'll be implementing a disaster recovery. Then if there is more than one, then we need to prioritize. We need to determine that there are some that are critical, and then there are some that are kind of required but not as critical, and then the third class might be here are the applications that do need recovery, but they're not as important as the first two categories. So here's kind of a very generic description as how you can classify. We can certainly look at Class 1 through 5. Of course, if they don’t need to recovery, then they certainly probably don't need a Disaster Recovery Solution. But we can look at it from Class 1, not important; Class 2, nice to have; Class 3 is needed; Class 4 is must have; and Class 5 is mandatory, mission critical, cannot be offline. It is at the core of the company in the data center, and it's mandated that we have to have this application recovered very quickly. So perhaps we can look at it going from Class 5, identifying all the applications of Class 5 in providing a solution for disaster recovery of all the Class 5 apps, and then we look at Class 4, and then Class 3, then Class 2. As part of business continuance planning, applications are often grouped into recovery classes. This solution will primarily address those applications that fall into recovery classes two through four. And, again, as we’ve discussed this is where the majority of the market needs help! Again, those: 75% of companies that face an hourly cost of downtime between $50-250 million And those 60% of companies that face ruin if not running again with three days have a solution Provide the average organization, which requires recovery time from a major system outage between four and 48 hours, with a cost effective, simple solution This solution will not be ideal for every application and BC/DR recovery time and recovery point objective! This solution will focus on the use of asynchronous mirroring to create consolidated backup and restore operations for applications that are not ‘mission’ critical’, but important. These applications may include include: data warehousing and analysis, certain e-commerce or web purchasing applications, web servers, CRM systems, and ERP systems. Customer Presentation

Business Continuity Tiers Recovery from a disk image Recovery from tape copy Tier 7 – Site Mirroring with automated recovery Cost Tier 6 - Disk mirroring (with/without automation) Tier 5 –Software replication Tier 4 - Point in Time disk copy When we discussed the hardware infrastructure, we noted that the challenge in most enterprises is that there is a wide variety of value points in data but there are generally a limited few cost points in the underlying storage infrastructure – making it difficult to effectively map the value of information to the appropriate cost of storage. There is a similar conversation with Advanced Copy Services. The same enterprise data that has different value points also has different recovery requirements. Recovery requirements are generally measured using 2 metrics. The first is the Recovery Point Objective (RPO). The RPO can be thought of as the degree of difference between the active online data and the disaster recovery copy of that data. A RPO of zero would mean that the primary copy and the disaster recovery copy are in exact synchronization. A failure would result in zero loss of data. Intuitively, this is what every IT manager would like to have. However, it is generally quite expensive to implement. Some, maybe all data (depending on your business) can stand a longer RPO – meaning that a failure would result in some transactional data being lost. The other metric is the Recovery Time Objective (RTO). The RTO is the amount of time after a failure that you are willing to spend before a given application or group of data is back up and available. A RTO of zero means that failures should cause zero disruption. Again, this is what most IT managers would love to have – if cost was not a factor. The thing we want to accomplish with Advanced Copy Services is to implement multiple levels of recoverability, with multiple levels of associated cost, so that IT managers can do a more effective job of mapping the value and recovery needs of their data to the most appropriate recovery capability. By design, IBM offers purpose-built advanced copy services all along this recovery hierarchy. (click) Tier 3 - Electronic Vaulting Tier 2 - Hot Site, Restore from Tape Tier 1 – Restore from Tape 15 Min. 1-4 Hr.. 4 -8 Hr.. 8-12 Hr.. 12-16 Hr.. 24 Hr.. Days Recovery Time Objective Customer Presentation

DR Solution Framework – the Hardware side WAN IP-WAN Router IP-WAN Router Fibre-IP Router Fibre-IP Router Server Server Tape Library Tape Library Multiple options For this part of the solution (see next pages) Fibre Switch Fibre Switch Storage Server Storage Server WAN IP-WAN Router Fibre-IP Router IP-WAN Router Fibre-IP Router Data: Database File logs etc SAN Data: Database File logs etc Fibre Switch Fibre Switch Customer Presentation

Base cost (controller only, no hdds): BC/DR with IBM DS3000 and TS3573 Families and IBM System x and Bladecenter servers Challenges Market Needs Storage processes such as backup getting harder as server number increases DAS getting expensive to operate Data sharing difficult with DAS IBM TS3573 Series IBM DS3000 Series DS Disk Storage Family Host connectivity 2 4 Gbps FC/ctlr 1 or 3 3Gbps SAS/ctlr Capacity: 14.4 TB – 48 SAS 512MB cache memory Premium features Up to 16 partitions FlashCopy VolumeCopy IBM System x and Bladecenter TS Tape Library 4U Rack-mount or desk-top LTO tape library 1 to 2 FH LTO3/LTO4 LVD, SAS, and/or FC tape drives Max data rate: 160MB/sec native Max Capacity: 38.4 TB native Max tape slots: 48 3-yr NBD Exchange IBM Solution Stack Target Customers Fibre Channel Switch Here’s a specific offering we’re completing for Disk Consolidation for SME. Remember that’s about 30% of the total IS opportunity, 3x bigger than the opp’y for BC or ILM. This is our lead offering – a simple disk consolidation offering for businesses whose 5-10 servers may be starting to strain what they can do with Direct-Attached Storage. IGS will fulfill the migration and installation, but we expect business partners to get the bulk of the revenue here by finding opportunities, getting full hardware credit for the SAN and disk, and a cut of the services revenue that IGS will fulfill. Estimated total list price: $25,000 plus turnkey services offering to install and migrate data to SAN Reference: For small business: iSCSC DS300 provides lower cost DAS solutions when high performance is not is not required IBM TS Storage Switch L10 (xSeries only) with reduced cost (50%) and functions for DS400 IBM TS SAN12M-1 fabric switch (McDATA - 25% lower cost) IBM TS SAN Switch H08 (Brocade) with Setup Wizard to simplify installation Cost savings for storage Data protection and management Easy, low-cost SAN adoption Excellent for SMB Base cost : (LTO4 models, no carts): SAS (TS3100) = $10,311 FC (TS3100) = $14,770 SCSI (TS3100) = $9,737 Base cost (controller only, no hdds): SAS (DS3200) = $4,199 FC (DS3400) = $5,899 iSCSI (DS3300) = _____ Customer Presentation

BC/DR with IBM DS4200 and TS3573 Families and IBM System x and Bladecenter servers Challenges Market Needs Storage processes such as backup getting harder as server number increases DAS getting expensive to operate Data sharing difficult with DAS IBM TS3573 Series IBM DS4200 Series Fibre Channel Switch DS Disk Storage Family Host connectivity Four 4 Gbps FC Capacity: 84 TB – 112 SATA 2 GB cache memory Performance – SATA disk 121,500 cache IOPS 11,200 disk IOPS 990 disk MB/s Premium features Up to 64 partitions FlashCopy VolumeCopy Remote Mirroring IBM System x and Bladecenter TS Tape Library 4U Rack-mount or desk-top LTO tape library 1 to 2 FH LTO3/LTO4 LVD, SAS, and/or FC tape drives Max data rate: MB/sec native Max Capacity: 38.4 TB native Max tape slots: 48 3-yr NBD Exchange IBM Solution Stack Here’s a specific offering we’re completing for Disk Consolidation for SME. Remember that’s about 30% of the total IS opportunity, 3x bigger than the opp’y for BC or ILM. This is our lead offering – a simple disk consolidation offering for businesses whose 5-10 servers may be starting to strain what they can do with Direct-Attached Storage. IGS will fulfill the migration and installation, but we expect business partners to get the bulk of the revenue here by finding opportunities, getting full hardware credit for the SAN and disk, and a cut of the services revenue that IGS will fulfill. Estimated total list price: $25,000 plus turnkey services offering to install and migrate data to SAN Reference: For small business: iSCSC DS300 provides lower cost DAS solutions when high performance is not is not required IBM TS Storage Switch L10 (xSeries only) with reduced cost (50%) and functions for DS400 IBM TS SAN12M-1 fabric switch (McDATA - 25% lower cost) IBM TS SAN Switch H08 (Brocade) with Setup Wizard to simplify installation Cost savings for storage Data protection and management Easy, low-cost SAN adoption Excellent for SMB Base cost : (LTO4 models, no carts): SAS (TS3100) = $10,311 FC (TS3100) = $14,770 SCSI (TS3100) = $9,737 Base cost (controller only, no hdds): DS4200 = $11,474 Customer Presentation

Base cost (controller only, no hdds): BC/DR with IBM DS4700 and TS3573 Families and IBM System x and Bladecenter servers Challenges Market Needs Storage processes such as backup getting harder as server number increases DAS getting expensive to operate Data sharing difficult with DAS IBM TS3573 Series IBM DS4700 Series Fibre Channel Switch DS Disk Storage Family Host connectivity Four or Eight 4 Gbps FC Capacity: 33 TB – 112 FC 84 TB – 112 SATA 2 or 4GB cache memory Performance – FC disk 120,000 cache IOPS 44,000 disk IOPS 990 disk MB/s Premium features Up to 64 partitions FlashCopy VolumeCopy Remote Mirroring IBM System x and Bladecenter TS Tape Library 4U Rack-mount or desk-top LTO tape library 1 to 2 FH LTO3/LTO4 LVD, SAS, and/or FC tape drives Max data rate: 160MB/sec native Max Capacity: 38.4 TB native Max tape slots: 48 3-yr NBD Exchange IBM Solution Stack Target Customers Here’s a specific offering we’re completing for Disk Consolidation for SME. Remember that’s about 30% of the total IS opportunity, 3x bigger than the opp’y for BC or ILM. This is our lead offering – a simple disk consolidation offering for businesses whose 5-10 servers may be starting to strain what they can do with Direct-Attached Storage. IGS will fulfill the migration and installation, but we expect business partners to get the bulk of the revenue here by finding opportunities, getting full hardware credit for the SAN and disk, and a cut of the services revenue that IGS will fulfill. Estimated total list price: $25,000 plus turnkey services offering to install and migrate data to SAN Reference: For small business: iSCSC DS300 provides lower cost DAS solutions when high performance is not is not required IBM TS Storage Switch L10 (xSeries only) with reduced cost (50%) and functions for DS400 IBM TS SAN12M-1 fabric switch (McDATA - 25% lower cost) IBM TS SAN Switch H08 (Brocade) with Setup Wizard to simplify installation Cost savings for storage Data protection and management Easy, low-cost SAN adoption Excellent for SMB Base cost : (LTO4 models, no carts): SAS (TS3100) = $10,311 FC (TS3100) = $14,770 SCSI (TS3100) = $9,737 Base cost (controller only, no hdds): DS4700 = $19,449 Customer Presentation

Q & A Customer Presentation

Disclaimers Customer Presentation

Disclaimers continued Customer Presentation