1. John Sheehy e-TechServices.com, Inc. 08:00 16 Aug 2004 -- Session 6830 Server Consolidation: Maximizing Your Shared Resources

2. 1 Copyright 2004 John Sheehy Session 6830 – Aug 16 2004 Overview Server Consolidation Background Shared Resources Utilization Strategies Examples Resources Questions/Contact Information

3. 1 Copyright 2004 John Sheehy Session 6830 – Aug 16 2004 What is a Server Consolidation? Definition of Consolidate join together into one whole; unite Definition of Server Consolidation Merging of server resources into a well-planned environment Two Main Types of Server Consolidation Physical Move servers to fewer locations; gather servers together Rationalization Move workloads to fewer servers; today likely involves partitioning

4. 1 Copyright 2004 John Sheehy Session 6830 – Aug 16 2004 Why Perform a Server Consolidation? Business needs usually drive server consolidation efforts Align current IT environment with business needs Reduce Costs (TCO) Reduce Complexity Increase Efficiency Increase Flexibility Increase Return on Investment (ROI) Manage Risks Integrate acquired/merged business units Centralize Services Respond to Market Forces Eliminate unnecessary redundancy

5. 1 Copyright 2004 John Sheehy Session 6830 – Aug 16 2004 Common Goals Reduce Costs (TCO) Software Licensing Maintenance/Support Staff Facilities/Operations Electricity, HVAC, Network Operating Lease Stream Reduce Computing Sites Improve Availability Simplify Disaster Recovery Improve Resource Utilization Improve Manageability

6. 1 Copyright 2004 John Sheehy Session 6830 – Aug 16 2004 Common Server Consolidation Benefits Reduced TCO Improved Service Levels Eased Disaster Recovery Improved Flexibility Improved Resource Utilization Improved Manageability Reduced Facility Requirements Redeployment/ Retirement of older assets

7. 1 Copyright 2004 John Sheehy Session 6830 – Aug 16 2004 Server Consolidation Methodologies IBM ALIGN-lite Four Step process; much quicker than ALIGN; focuses on one platform IBM ALIGN Six step process; typically takes three to five weeks to complete IBM SCORPION Longer-term analysis; more encompassing of financial considerations and business value ; usually IGS engagement e-TechServices Rationalize

8. 1 Copyright 2004 John Sheehy Session 6830 – Aug 16 2004 IBM ALIGN-lite Methodology 1. Qualify -- identify potential areas of consolidation and savings 2. Profile Environment -- collect detailed information about applications, servers, etc 3. Analyze Environment -- develop optimization recommendations 4. Detailed Analysis & Implementation -- Refine, Assure, Implement

9. 1 Copyright 2004 John Sheehy Session 6830 – Aug 16 2004 IBM ALIGN Methodology 1. Qualify -- identify potential areas of consolidation and savings 2. Profile Environment -- collect detailed information about applications, servers, etc 3. Analyze 'Islands' -- identify and prioritize groups of servers 4. Detailed Analysis & Design -- design solution, perform TCO analysis 5. Implement -- Perform migration, etc. 6. Validate -- Was the design criteria met?

10. 1 Copyright 2004 John Sheehy Session 6830 – Aug 16 2004 IBM Scorpion 1. Define the study scope with the IT executive sponsor 2. Collect Data 3. Conduct comprehensive interviews with staff 4. Analyze the IT budget and personnel costs 5. Analyze the server and application data 6. Perform efficiency and service quality health check 7. Outline solution areas and a credible migration path 8. Build the investment case 9. Deliver final recommendations to the IT executive sponsor

11. 1 Copyright 2004 John Sheehy Session 6830 – Aug 16 2004 e-TechServices Rationalize 1. Define Business Goals 2. Prioritize Business Goals 3. Profile environment -- servers, applications, lease streams, etc. 4. Analyze environment 5. Design first draft of solution 6. Analyze 3-year TCO 7. Iterate over solution until goals are met 8. Implement/Validate

12. 1 Copyright 2004 John Sheehy Session 6830 – Aug 16 2004 Server Consolidation Tools Performance Monitoring/Data Collection SAR iostat vmstat svmon Tivoli Monitoring for Transaction Performance dsh Questionnaires Modelling/Analysis Spreadsheets BEST/1

13. 1 Copyright 2004 John Sheehy Session 6830 – Aug 16 2004 Server Consolidation Tools (cont.) Design LPAR Worksheets P5 LPAR Validation Tool (LVT) Manuals/SAPR Guides

14. 1 Copyright 2004 John Sheehy Session 6830 – Aug 16 2004 Server Consolidation Failures Why? Inexperience in analysis Hardware centric analysis No long-term understanding Often about selling hardware to fit X, rather than analyzing X Avoiding failures Verify analysis and design experience of analyst Perform in-depth analysis of all business and technical needs Don’t try to do everything at once Have a multi-staged plan for the future (over 5-years) Often a services engagement

15. 1 Copyright 2004 John Sheehy Session 6830 – Aug 16 2004 What resources are shared? Budget Time CPU Memory Network Space HVAC UPS Generator Personnel Backup Storage Software Licenses/Maintenance

16. 1 Copyright 2004 John Sheehy Session 6830 – Aug 16 2004 Strategies Reduce OS images Combine multiple instances of the same application onto fewer servers Combine multiple components from a single application onto fewer servers (database and application tiers) Workload Management AIX Workload Manager (WLM) Cross Partition WLM (AIX 5.2 and 5.3) Implement centralized (cluster) management tools CSM Backup/Recovery (TSM, NetBackup, etc) Monitoring (Tivoli Enterprise Console)

17. 1 Copyright 2004 John Sheehy Session 6830 – Aug 16 2004 Strategies (cont.) Pooling of shared resources Static LPARs Dynamic LPARs Advanced Virtualization Micro-partitioning Shared-pool Physical Consolidation Reduce data centers and server sites Rack and stack servers in a centralized location Deploy alternate power sources generators and UPS systems to build a hardened environment

18. 1 Copyright 2004 John Sheehy Session 6830 – Aug 16 2004 Strategies (cont.) TCO Reduction Replace higher cost (maintenance, power, and floor space) servers with lower cost, more reliable alternatives Redeploy or retire older equipment based on TCO Reduce software license costs due to processor performance improvements Group along natural boundaries

19. 1 Copyright 2004 John Sheehy Session 6830 – Aug 16 2004 Synthetic Example Five legacy servers, each an IBM RS/6000® 44P-270, running at 375-MHz with 4MB L2 caches and 7-GB of memory Running identical software stacks, each with AIX 5L V5.2, WebSphere® WAS5.0, and DB2® Universal Database V8.1 FP4 Consolidated onto 4-way p5-570 with five Micro- partitions, physical I/O, migrated to AIX 5.3

20. 1 Copyright 2004 John Sheehy Session 6830 – Aug 16 2004 Real World Example Large Transportation Company 35 Servers – RS/6000, pSeries, Sun Consolidated onto five p650s using LPARs Reduced Lease and Maintenance stream from $62,600 to $39,165 per month Increased Availability and Flexibility

21. 1 Copyright 2004 John Sheehy Session 6830 – Aug 16 2004 Resources IGS Server Consolidation http://www-1.ibm.com/services/us/its/pdf/consolidation.pdf Server Consolidation on IBM eServer pSeries Systems http://www.redbooks.ibm.com/redbooks/pdfs/sg246966.pdf IBM Storage Solutions for Server Consolidation http://www.redbooks.ibm.com/redbooks/pdfs/sg245355.pdf LPAR Heterogeneous Workloads on the IBM eServer pSeries 690 System http://www.redbooks.ibm.com/redpapers/pdfs/redp0425.pdf

22. 1 Copyright 2004 John Sheehy Session 6830 – Aug 16 2004 Resources (cont.) Storage migration and consolidation with IBM TotalStorage products http://www.redbooks.ibm.com/redpapers/pdfs/redp3888.pdf Introduction to Advanced POWER Virtualization on IBM eServer p5 Servers http://www.redbooks.ibm.com/redpieces/pdfs/sg247940.pdf Transition from PSSP to Cluster Systems Management (CSM) http://www.redbooks.ibm.com/redpieces/pdfs/sg246967.pdf

23. 1 Copyright 2004 John Sheehy Session 6830 – Aug 16 2004 Resources (cont.) IBM eServer p5-570 Server Consolidation Using POWER5 Virtualization White Paper http://www- 1.ibm.com/servers/eserver/pseries/hardware/whitepapers/570_s erverconsol.pdf LPAR Validation Tool (LVT) http://www- 1.ibm.com/servers/eserver/iseries/lpar/systemdesign.htm IBM eServer pSeries Information Center http://publib16.boulder.ibm.com/pseries/en_US/infocenter/base/

24. 1 Copyright 2004 John Sheehy Session 6830 – Aug 16 2004 Questions?

25. 1 Copyright 2004 John Sheehy Session 6830 – Aug 16 2004 Contact Information John Sheehy jes@e-techservices.com (352) 333-0112 http://www.e-techservices.com/