1. How to Build an Enterprise Archive International MUSE 2015 Education Session 1105 May 28, 2015 Tim Kaschinske, Bridgehead Software Jim Fitzgerald, Park Place International

2. Agenda The Data Management Challenge Archive and Backup: A Symbiont Circle Extracting Value from Archived Data Cloud Integration Open Discussion

3. The Continuing Impact of Virtualization (aka the Software-Defined Data Center or SDDC) We used to assign discrete physical Resources to IT tasks: Now we allocate those resources from a virtualized “pool”: vDesktops 200 Laptops 2096 Network Ports 10 Switches Virtualization Layer VM 2 Routers VLANVSAN Windows Boot SANProduction SAN Backup Device vServersVirtual PortsVirtual Disks

4. The View from the Data Center MEDITECH ClusterAdministrative & General Cluster Imaging Cluster VM Backup VTL/CIFS Object/BLOB StoreNAS Production Storage (Hybrid) Production Storage (All Flash) SQL Backup App Backup File Archive Broker Image Archive Broker

5. What Did You See in The Prior Diagram ? IT Person Complexity Incomplete replicas Many Points of Mgmt Duplicate IO’s Failed Backups Long Nights Scale Issues Cloud Offload Administrator Complexity Risk Compliance Issues Potential Impact of Data Loss Expense Clinician Complexity Which application gets priority? Wait times Threat to Patient Record

6. Why we…… Backup Risk of Data Loss Operational Recovery Disaster Recovery Development or Test Copies of Live System HIPAA, HITECH, & ARRA Compliance Archive To Granularly Protect Critical Production Data To Protect Recovery Times To provide “Single File Restores” Legal Records Compliance: SOX, Local Data Retention Rules To retire aging applications without losing reference points Data Mining To reduce the cost of storage

7. How we…... Backup As blocks, files, and objects With or without embedded metadata To Tape, Virtual Tape, Block Stores, File Stores, Object Stores, and “The Cloud” Over SAN’s, LAN’s, WAN’s, VPN’s, and The Internet We make a copy or a “saveset”, and keep the original With or without encryption and deduplication Archive As files and objects With metadata tracked To File and Object Stores and “The Cloud” Over LAN’s, WAN’s, VPN’s, and The Internet We make one or more copies and delete the original With or without encryption and deduplication

8. The Symbiont Circle The Gungans The Naboo Data Backup (Rapid Recovery of Big Things) Data Archiving Quick Grab of Single Object More Archives = Smaller Backups Faster Backups = Better RTO/RPO Not Independent >>> Interdependent

9. Technical Trends Impacting BURA Zero tolerance for Downtime Trend to High Availability vs Disaster Recovery – Local & Metro Storage Clusters – VMware HA – MS-Clusters “Fast RTO/Low-Zero RPO” Restores from Replicas – Mirrors – Snaps – CDP and CRR “Bookmarks” – Impact of Flash In-Memory Backups and Restores or Simple Mirrors Inexpensive Private Cloud, Managed Cloud, and Public Cloud “Archive as a Service”

10. IT Cloud Co-generation Circa 201x Internal PrivateExternal or Public Applications Execution Primary Storage Archive Storage Backup and Recovery Data Repository/Analytics Client Provisioning Client Management Security Current State Future State

11. So what’s the problem? Proprietary archiving techniques often embedded in HCIS, PACS, and email applications Metadata can be unwieldy Need for “stateful backup” of specific systems Complexity of backing up rapidly scaling healthcare and administrative databases Too many “storage dumps” Avoidance of “roach motels” Management of compliance generations

12. And here’s Tim with some good ideas for solving the problem…

13. Archive vs. Backup ArchiveBackup File Level GranularitySystem Level granularity Full Search capabilityLimited search capability Long term storage (days -> infinity)Short to medium (days -> 5 years) Random accessSerial access Software encryptionHardware encryption Good for retrieving FilesOK for retrieving Files Bad for recovering systemsGood for recovering systems

14. Application Components Application Source Application Database Structured Data Unstructured Data

15. Protecting Application Components Application Source Application Database Backup Archive

16. Archive for Protection Application Source Application Database

17. Content Archiving… …Where you know information about the patient and the procedure related to the file being archived - Patient ID - Patient Name - Date of Birth - Procedure Code - Document Type How to obtain content?

18. Completing the Picture

19. Bringing it all together 1.If Backup and Archive are both broken, or chaotic, assess risk to determine what to address first. – Resolving an archive strategy first, when possible, clarifies backup and recovery strategies – Do not confuse High Availability with Disaster Recovery 2.Develop overarching designs that: – Minimize redundant hardware investments – Simplify and automate operations – Allow for easy data lifecycle migration – Are easily audited/prove compliance – Leverage cloud storage for compliance and disaster protection of archives and/or backups – Integrate future technology capabilities (generally via standards) 3.Consider the long picture – How many generations will an archived object live? – How many clinical requests will be made? – How many legal requests will be made? – Will the data management strategy outlive the current IT strategy?

20. GROUP DISCUSSION

21. Thank you for participating !