1. Hosted by Seven Step Plan for Building and Scaling Storage Networks Richard Scannell Bill Peldzus

2. Hosted by Building a Solid Foundation Building and Scaling Storage Networks If you bypass just one pitfall at the end of this session, then we’ve been successful! Richard Scannell VP of Strategy and Co-founder Bill Peldzus Sr. Storage Consultant

3. Hosted by But First, Some Housekeeping… Workbooks available for taking notes Outlines key questions and considerations for you and your company going forward Presentation flow Richard will address the high-level stuff  A.k.a. How to sell this to your boss Bill will address the techie stuff  What works, what to watch out for, design considerations We’ll both address the customer stuff

4. Hosted by What’s the Agenda? Topics include What to plan for Budget/ROI/TCO Non-technical considerations Application effect Getting from here to there (a.k.a. migration) Up and running – what’s next? Planning for Q2, Q4, 2004

5. Hosted by Audience Feedback Please IT End User No privileged access Victim of policy IT Worker Has Privileged access Enforcer of policy IT Manager Grants Privileged access Defines policy Executive Privileged in general There’s a policy?

6. Hosted by What to Plan for When Building a Storage Network

7. Hosted by Why is this Important? The intersection of Network, Storage and Database is creating complex new technologies and three problems for the CIO – Technology, Business, Organization.

8. Hosted by DECNet, Appletalk, Token Ring, ATM, Frame Relay, TCP/IP, Gigabit Ethernet Complex Today and Getting Worse 85% of those who have not yet implemented a SAN have heard “horror stories” about complexities/compatibilities. Enterprise Storage Group 89% of organizations that have already implemented one major SAN would use an outside firm for their subsequent design and implementation. Enterprise Storage Group Fibre Channel, iSCSI, Infiniband, Virtualization, SRM, Virtual Tape

9. Hosted by Balanced Business Approach

10. Hosted by Storage Product Landscape Disk DrivesTape Drives ArraysLibraries Storage Networking Hardware VirtualizationContinuityReplication Software Storage System Management Storage Resource Management Storage Policy Management Application Management Services Application IntegrationApplication Management

11. Hosted by Interoperability – Why is it an issue? 5+ Fibre Channel Switch/Director Vendors Tape Library Tape Drive LAN Disk Storage SAN 5+ Server Vendors 4+ HBA Vendors 4+ Tape Library Vendors 3+ Bridge/Router Vendors 8+ Tape Formats 7+ Large and Small Disk Array Vendors Bridge AND: Multiple software options, multiple operating systems, multiple firmware and microcode levels... Tape Drive

12. Hosted by Interoperability - more… The last slide didn’t even touch on the multiple PRODUCTS from each of the noted vendors Only counting vendors, there were over 67,000 possible product combinations for that “simple” storage area network That’s going to the extreme, BUT, do you really think every configuration has been tested?

13. Hosted by Your Vision May Not be Your Vendor’s Vision Customer’s Overall Storage Vision Disk Storage Vision Tape Storage Vision Fabric Storage Vision Enterprise Backup Storage Vision Storage Management Vision HA Storage Vision DR Storage Vision Technology Process Policy Measurability Technology Process Policy Measurability Technology Process Policy Measurability Technology Process Policy Measurability Technology Process Policy Measurability Technology Process Policy Measurability Technology Process Policy Measurability

14. Hosted by Storage Networks Budgets… ROI… TCO…

15. Hosted by Justifying a Storage Network Spend to Save In 2003 and beyond, the trend is “Spend to Save” Can’t put in a SAN because it’s “cool” You put in a SAN because it saves money! Justifications are difficult – let’s look at some approaches…

16. Hosted by Data Lifecycle Data has a discrete value to the business and that value changes over time Drivers that affect data value Product/Service lifecycle Regulatory requirements Customer expectations

17. Hosted by Align Value with Cost Apply appropriate infrastructure to protect the data and the business (from risk and waste) One size doesn’t fit all JBOD, RAID, Clustering, Replication, Hot Site

18. Hosted by Break Even Analysis Value of Information TCO LowMediumHigh Medium Low Payroll Order Processing C.R.M. Inventory Management System Break-even: TCO = Value Best Practices Line

19. Hosted by Governance:  When does data qualify to move up or down the value stream? (more on this coming up) Architecture:  Hardware/Software requirements  Processes and Standards Optimization of Assets Occupancy:  Appropriately congregate data by value and rationalize storage requirements at each phase

20. Hosted by Classes of Storage Create Classes of Storage based on architecture attributes Track TCO, utilization (on the device) for each class of storage and occupancy of the classes relative to each other

21. Hosted by Utilization and TCO Understand yields of useable storage based on RAID configuration Establish a goal line for average utilization Create plans to drive utilization to the goal

22. Hosted by Utilization and TCO Track TCO across each class Ensure there is sufficient gap between the classes to warrant separation Focus efforts on reducing TCO in ALL classes. Diminishing returns is a factor…

23. Hosted by Asset Sharing Storage Networks enable asset sharing Share tape drives (more on this later)  Don’t have to buy a tape drive with every server  Use your tape drives twelve hours per night instead of four or five Shared pool of “spare” storage  Don’t need to allocate spare storage to every server or application  Distribute the spare storage where it’s needed

24. Hosted by The Non-Technical (but very important!) Stuff…

25. Hosted by Storage Governance Governance: the continuous exercise of authority over and the performance of functions (Webster) To date almost all vendors are focused on the Physical and Logical levels – does not diminish the continuing needs for Business Level focus

26. Hosted by Storage Governance Needs to be Predict Occupancy Operating Standards Asset Optimization Change Control Utility Mindset Strategic Used to be Guesstimate Utilization Benchmarks Asset Management Downtime SLA Tactical

27. Hosted by Before I Buy… Have you considered What your RFx is going to look like? More importantly, how are you going to rank the responses? Will I consider startups with great technology? Do I understand my SLAs? Checking references?

28. Hosted by The Effects on Applications

29. Hosted by How Can Applications Benefit? Performance - more storage per channel and still faster than old F/W SCSI High availability - try a 3-node cluster with SCSI versus Fibre Channel SAN Disaster Recovery - A DR architecture that doesn’t involve the server for data replication Data protection - not buying another tape drive with every new server Storage management - more managed GBs/support staff in a pooled environment Let’s take one and explore it further__ Data protection

30. Hosted by Multiple Approaches including Distributed backup Centralized backup LAN Free backup Serverless backup Terminology – Backup Methodologies

31. Hosted by Client Systems Application Servers 100 MbpsLAN File Server Database Server Mail Server Database Server Storage Tape Drive Backup Methodologies: Distributed Backup

32. Hosted by Application Servers 100 MbpsLAN Tape Library Tape Drive Master Backup Server Client Systems Bottleneck B Gig E LAN Media Server SCSl File Server Database Server Mail Server Database Server Storage Dedicated Gigabit Ethernet for backup LAN Backup Methodologies: Centralized Backup over the LAN

33. Hosted by Storage Application Servers 100 MbpsLAN Master Backup Server Client Systems Gig E LAN Media Server File Server Database Server Mail Server Database Server Storage Tape Library 1 Tape Drive Tape Library 2 Tape Drive Dedicated Backup Switched Fabric Backup Methodologies: LAN Free Backup with Native FC Tape Drives

34. Hosted by SCSl Tape Library Tape Drive Fibre Channel SAN for Disk and Tape LAN1 Client Systems Application Servers LAN2 Storage A¹B¹ C¹ D¹ AB C D AB C D LAN2 Master Backup Server Tape Drive File Server Database Server Mail Server Application Server ABCD Backup Methodologies: LAN Free Backup with SCSI Tape Drives

35. Hosted by Fibre Channel SAN for Disk and Tape LAN1 Client Systems Application Servers LAN2 Storag e A¹B¹ C¹ D¹ AB C D AB C D LAN2 Tape Drive Router File Server Database Server Mail Server Application Server Master Backup Server ABCD Backup Methodologies: LAN Free Backup with SCSI Tape Drives

36. Hosted by Application Servers Fibre Channel SAN for Disk and Tape LAN1 Client Systems LAN2 Storage A¹B¹ C¹ D¹ AB C D A B C D LAN2 Maste r Backu p Server Tape Drive Router File Server Database Server Mail Server Application Server Master Backup Server ABCD XCOPY Server (SCSI Extended Copy Command) XCOPY (SCSI Extended Copy Command) Backup Methodologies: Serverless Backup with SCSI Tape Drives

37. Hosted by Persistent binding The mapping of a specific SCSI ID to a specific device in a Fibre Channel environment Generally mapped by WWNN or WWPN Without persistent binding, the physical to logical mapping of tape drives can be re-ordered every time there is a re-boot This will confuse your backup software Multiple Tape Drive Configuration – Issues

38. Hosted by NT and W2K only Not specific to SAN If a tape drive fails in a library, there is danger of re-ordering of the logical to physical mapping This will happen upon re-boot Lesson: replace drive before re-boot AND confirm mappings before backups Solutions are being integrated … help coming! Physical Drives 1 2 3 4 5 Tape Library Logical Mapping 1 2 3 4 5 Backup Software Multiple Tape Drive Configuration Hazards

39. Hosted by How to Get There from Here (Data Migration)

40. Hosted by Multiple Approaches From the simple Backup tapes To medium Mirrored copy, snap-shots, etc. To complex Specialized data migration and “virtualization” products

41. Hosted by Migration Considerations If you’re planning a migration over a long weekend, know what time to “turn back” if it’s not going as planned Estimating the time it takes on paper is fine, but… Don’t forget to factor in “import/export” times into databases or applications

42. Hosted by Client Systems Application Servers LAN File Server Application Server Mail Server Database Server Storage SCSl Tape Library Tape Drive Master Backup Server NAS Today’s Typical Architecture

43. Hosted by SCSl Shared Storage Mail Server Database Server Storage Client Systems Application Servers LAN Master Backup Server Tape Library Tape Drive Heartbeat Production Server Storage Production Server Storage Production Server Storage Production Server Storage Production Server Storage Production Server Storage Production Server Storage Production Server Storage Production Server Storage Production Server StorageNAS Phase 1: Introducing Storage Networking (w/ H.A.)

44. Hosted by Phase 2: Migrating from DAS to SAN AB C D LAN Client Systems Application Servers LAN File Server Database Server Mail Server Application Server Stora ge SCSl Tape Library Tape Drive Master Backup Server SAN Fabric ABCD XXXX

45. Hosted by Phase 3: Enterprise Ready SAN SCSl Tape Library Tape Drive LAN1 Client Systems AB C D Master Backup Server AB C D A¹B¹ C¹ D¹ A¹B¹ C¹ D¹ AB C D AB C D File Server Database Server Mail Server Application Server ABCD Fabric 1 Fabric 2

46. Hosted by Data Migration Decision Flow- Chart

47. Hosted by Okay, it’s Installed What’s Next?

48. Hosted by Storage Management Lifecycle

49. Hosted by Troubleshooting Have you “Monitored for normal” Is you staff trained? Can they do initial troubleshooting? Do you know what to do if… you think it’s a switch problem? Or an HBA? Are my maintenance contracts consistent? i.e. two hour response on storage array, but eight hour response on FC switches

50. Hosted by Planning for Next Quarter; Next Summer; Next Year; Next Millennium!

51. Hosted by New Technologies to Consider IP Storage Disk versus tape for backup InfiniBand Storage Management products Look before you leap! Careful of baseline requirements Careful of what’s supported Careful of outrageous claims