Tony Pearson is a Master Inventor and Senior IT Architect for the IBM Storage product line at the
IBM Executive Briefing Center in Tucson Arizona, and featured contributor
to IBM's developerWorks. In 2016, Tony celebrates his 30th year anniversary with IBM Storage. He is
author of the Inside System Storage series of books. This blog is for the open exchange of ideas relating to storage and storage networking hardware, software and services.
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In his Backup Blog, fellow blogger Scott Waterhouse from EMC has yet another post about Tivoli Storage Manager (TSM) titled [TSM and the Elephant]. He argues that only the cost of new TSM servers should be considered in any comparison, on the assumption that if you have to deploy another server, you have to attach to it fresh new disk storage, a brand new tape library, and hire an independent group of backup administrators to manage. Of course, that is bull, people use much of existing infrastructure and existing skilled labor pool every time new servers are added, as I tried to point out in my post [TSM Economies of Scale].
However, Scott does suggest that we should look at all the costs, not just the cost of a new server, which we in the industry call Total Cost of Ownership (TCO). Here is an excerpt:
Final point: there is actually a really important secondary point here--what is the TCO of your backup infrastructure. In some ways, TSM is one of the most expensive (number of servers and tape drives, for example), relative to other backup applications. However, I think it would be a really interesting exercise to critically examine the TCO of the various backup applications at different scales to evaluate if there is any genuine cost differentiation between them.
Fortunately, I have a recent TCO/ROI analysis for a large customer in the Eastern United States that compares their existing EMC Legato deployment to a new proposed TSM deployment. The assessment was performed by our IBM Tivoli ROI Analyst team, using a tool developed by Alinean. The process compares the TCO of the currently deployed solution (in this case EMC Legato) with the TCO of the proposed replacement solution (in this case IBM TSM) for 55,000 client nodes at expected growth rates over a three year period, and determines the amount of investment, cost savings and other benefits, and return on investment (ROI).
Here are the results:
"A risk adjusted analysis of the proposed solution's impact was conducted and it was projected that implementing the proposed solutions resulted in $16,174,919 of 3 year cumulative benefits. Of these projected benefits, $8,015,692 are direct benefits and $8,159,227 are indirect benefits.
Top cumulative benefits for the project include:
Backup Coverage Risk Avoidance - $6,749,796
Reduction in Maintenance of Competitive Products - $1,576,000
Reduction in Existing Tivoli Maintenance (Storage and Monitoring) - $1,490,000
IT Operations Labor Savings - Storage Management - $982,919
Network Bandwidth Savings - $575,196
Standardization - $366,667
Future cost avoidance of addtional competitive licenses - $350,000
These benefits can be grouped regarding business impact as:
$6,456,025 in IT cost reductions
$1,559,667 in business operating efficiency improvements
$8,159,227 in business strategic advantage benefits
The proposed project is expected to help the company meet the following goals and drive the following benefits:
Reduce Business Risks $6,749,796
Consolidate and Standardize IT Infrastructure $4,975,667
Reduce IT Infrastructure Costs $2,057,107
Improve IT System Availability / Service Levels $1,409,431
Improve IT Staff Efficiency / Productivity $982,919
To implement the proposed project will require a 3 year cumulative investment of $5,760,094 including:
$0 in initial expenses
$4,650,000 in capital expenditures
$1,110,094 in operating expenditures
Comparing the costs and benefits of the proposed project using discounted cash flow analysis and factoring in a risk-adjusted discount rate of 9.5%, the proposed business case predicts:
Risk Adjusted Return on Investment (RA ROI) of 172%
Return on Investment (ROI) of 181%
Net Present Value (NPV) savings of $8,425,014
Payback period of 9.0 month(s)
Note: The project has been risk-adjusted for an overall deployment schedule of 5 months."
IBM Tivoli Storage Manager uses less bandwidth, fewer disk and tape storage resources than EMC Legato. For even a large deployment of this kind, payback period is only NINE MONTHS. Generally, if you can get a new proposed investment to have less than 24 month payback period you have enough to get both CFO and CIO excited, so this one is a no-brainer.
Perhaps this helps explain why TSM enjoys such a larger marketshare than EMC Legato in the backup software marketplace. No doubt Scott might be able to come up with a counter-example, a very small business with fewer than 10 employees where an EMC Legato deployment might be less expensive than a comparable TSM deployment. However, when it comes to scalability, TSM is king. The majority of the Fortune 1000 companies use Tivoli Storage Manager, and IBM uses TSM internally for its own IT, managed storage services, and cloud computing facilities.
It's Tuesday, and that means more IBM announcements!
I haven't even finished blogging about all the other stuff that got announced last week, and here we are with more announcements. Since IBM's big [Pulse 2010 Conference] is next week, I thought I would cover this week's announcement on Tivoli Storage Manager (TSM) v6.2 release. Here are the highlights:
Client-Side Data Deduplication
This is sometimes referred to as "source-side" deduplication, as storage admins can get confused on which servers are clients in a TSM client-server deployment. The idea is to identify duplicates at the TSM client node, before sending to the TSM server. This is done at the block level, so even files that are similar but not identical, such as slight variations from a master copy, can benefit. The dedupe process is based on a shared index across all clients, and the TSM server, so if you have a file that is similar to a file on a different node, the duplicate blocks that are identical in both would be deduplicated.
This feature is available for both backup and archive data, and can also be useful for archives using the IBM System Storage Archive Manager (SSAM) v6.2 interface.
Simplified management of Server virtualization
TSM 6.2 improves its support of VMware guests by adding auto-discovery. Now, when you spontaneously create a new virtual machine OS guest image, you won't have to tell TSM, it will discover this automatically! TSM's legendary support of VMware Consolidated Backup (VCB) now eliminates the manual process of keeping track of guest images. TSM also added support of the Vstorage API for file level backup and recovery.
While IBM is the #1 reseller of VMware, we also support other forms of server virtualization. In this release, IBM adds support for Microsoft Hyper-V, including support using Microsoft's Volume Shadow Copy Services (VSS).
Automated Client Deployment
Do you have clients at all different levels of TSM backup-archive client code deployed all over the place? TSM v6.2 can upgrade these clients up to the latest client level automatically, using push technology, from any client running v5.4 and above. This can be scheduled so that only certain clients are upgraded at a time.
Simultaneous Background Tasks
The TSM server has many background administrative tasks:
Migration of data from one storage pool to another, based on policies, such as moving backups and archives on a disk pool over to a tape pools to make room for new incoming data.
Storage pool backup, typically data on a disk pool is copied to a tape pool to be kept off-site.
Copy active data. In TSM terminology, if you have multiple backup versions, the most recent version is called the active version, and the older versions are called inactive. TSM can copy just the active versions to a separate, smaller disk pool.
In previous releases, these were done one at a time, so it could make for a long service window. With TSM v6.2, these three tasks are now run simultaneously, in parallel, so that they all get done in less time, greatly reducing the server maintenance window, and freeing up tape drives for incoming backup and archive data. Often, the same file on a disk pool is going to be processed by two or more of these scheduled tasks, so it makes sense to read it once and do all the copies and migrations at one time while the data is in buffer memory.
Enhanced Security during Data Transmission
Previous releases of TSM offered secure in-flight transmission of data for Windows and AIX clients. This security uses Secure Socket Layer (SSL) with 256-bit AES encryption. With TSM v6.2, this feature is expanded to support Linux, HP-UX and Solaris.
Improved support for Enterprise Resource Planning (ERP) applications
I remember back when we used to call these TDPs (Tivoli Data Protectors). TSM for ERP allows backup of ERP applications, seemlessly integrating with database-specific tools like IBM DB2, Oracle RMAN, and SAP BR*Tools. This allows one-to-many and many-to-one configurations between SAP servers and TSM servers. In other words, you can have one SAP server backup to several TSM servers, or several SAP servers backup to a single TSM server. This is done by splitting up data bases into "sub-database objects", and then process each object separately. This can be extremely helpful if you have databases over 1TB in size. In the event that backing up an object fails and has to be re-started, it does not impact the backup of the other objects.
This Thursday, June 16, 2011, marks IBM's Centennial 100 year anniversary. It happens to also be my 25th anniversary with IBM Storage. To avoid conflicts in celebrations, we decided to celebrate my induction into the "Quarter Century Club" (QCC) last Friday instead.
My colleague Harley Puckett was master of ceremonies. Here he is presenting me with a memorial plaque and keychain. Harley mentioned a few facts about 1986, the year I started working for IBM. Ronald Reagan was the US President, gasoline cost only 93 cents per gallon, and the US National Debt was only 2 trillion US dollars!
Here are my colleagues from DFSMShsm. From left to right: Ninh Le, Henry Valenzuela, Shannon Gallaher, and Stan Kissinger. I started in 1986 as aa software developer on DFHSM, and slowly worked my way up to be a lead architect of DFSMS.
Here are my colleagues from Tivoli Storage Manager (TSM). From left to right: Matt Anglin, Ken Hannigan and Mark Haye. I first met them when they worked in DFDSS, having moved from San Jose, CA down to Tucson. While I never worked on the TSM code itself, I did co-author some of the patents used in the product and other products like the 3494 Virtual Tape Server that makes use of TSM internally. I also traveled extensively to promote TSM, often with a TSM developer tagging along so they can learn the ropes about how to travel and make presentaitons.
Here are my colleagues from the disk team. From left to right: Joe Bacco, Carlos Pratt, Gary Albert, and Siebo Friesenborg. I worked on the SMI-S interface for the ESS 800 and DS8000 disk systems needed for the Tivoli Storage Productivity Center. Joe leads the "Disk Magic" tools team. Carlos and I worked on qualifying the various disk products to run with Linux on System z host attachment. Gary Albert is the Business Line Executive (BLE) of Enterprise Disk. Siebo Friesenborg was a disk expert on performance and disaster recovery, but is now enjoying his retirement.
Here are my colleagues from the support team. From left to right: Max Smith, Dave Reed, and Greg McBride. I used to work in Level 2 Support for DFSMS with Max and Dave, carrying a pager and managing the queue on RETAIN. We had enough people so that each Level 2 only had to carry the pager two weeks per year. On Monday afternoons, the person with the pager would give it to the next person on the rotation. On Monday, September 10, 2001, I got the pager, and the following morning, it went off to help all the many clients affected by the September 11 tragedy.
I worked with Greg McBride when he was in DFSMS System Data Mover (SDM), and then again in Tivoli Storage Productivity Center for Replication (TPC-R), and now he is supporting IBM Scale-Out Network Attached Storage (SONAS).
Standing in the light blue striped shirt is Greg Van Hise, my first office-mate and mentor when I first joined IBM. He went on to be part of the elite "DFHSM 2.4.0" prima donna team, then move on to be an architect for Tivoli Storage Manager (TSM).
I wasn't limited to inviting just coworkers, I was also able to invite friends and family. Here are Monica, Richard, and my mother. Normally, my parents head south for the summer, but they postponed their flights so that they could participate in my QCC celebration.
From left to right: my father, Greg Tevis, and myself. It was pure coincidence that my father would wear a loud darkly patterned shirt like mine. Honestly, we did not plan this in advance. Greg Tevis and I were lead architects for the Tivoli Storage Productivity Center, and Greg is now the Technology Strategist for the Tivoli Storage product line.
Here is Jack Arnold, fellow subject matter expert who works with me here at the Tucson Executive Briefing Center, sampling the food. We had quite the spread, including egg rolls, meatballs, luncheon meats, chicken strips, and fresh vegetables.
More colleagues from the Tucson Executive Briefing Center, from left to right, Joe Hayward, Lee Olguin, and Shelly Jost. Joe was a subject matter expert on Tape when I first joioned the EBC in 2007, but he has moved back to the Tape development/test team. Lee is our master "Gunny" sargeant to manage all of our briefing schedules. Shelly is our Client Support Manager, and was the one who organized all the food and preparations for this event!
Lastly, here are Brad Johns, myself, and Harley Puckett. Brad was my mentor for my years in Marketing, and has since retired from IBM and now works on his golf game. I would like to thank all of the Tucson EBC staff for pulling off such a great event, and all my coworkers, friends and family for coming out to celebrate this milestone in my career!
In addition to the plaque and keychain, Harley presented me with a book of congratulatory letters. If you would like to send a letter, it's not too late, contact Mysti Wood (email@example.com).
I saw this as an opportunity to promote the new IBM Tivoli Storage Manager v6.1 which offers a variety of new scalability features, and continues to provide excellent economies of scale for large deployments, in my post [IBM has scalable backup solutions].
"So does TSM scale? Sure! Just add more servers. But this is not an economy of scale. Nothing gets less expensive as the capacity grows. You get a more or less linear growth of costs that is directly correlated to the growth of primary storage capacity. (Technically, it costs will jump at regular and predictable intervals, by regular and predictable and equal amounts, as you add TSM servers to the infrastructure--but on average it is a direct linear growth. Assuming you are right sized right now, if you were to double your primary storage capacity, you would double the size of the TSM infrastructure, and double your associated costs.)"
I talked about inaccurate vendor FUD in my post [The murals in restaurants], and recently, I saw StorageBod's piece, [FUDdy Waters]. So what would "economies of scale" look like? Using Scott's own words:
Without Economies of Scale
"If it costs you $5 to backup a given amount of data, it probably costs you $50 to back up 10 times that amount of data, and $500 to back up 100 times that amount of data."
With Economies of Scalee
"If anybody can figure out how to get costs down to $40 for 10 times the amount of data, and $300 for 100 times the amount of data, they will have an irrefutable advantage over anybody that has not been able to leverage economies of scale."
So, let's do some simple examples. I'll focus on a backup solution just for employee workstations, each employee has 100GB of personal data to backup on their laptop or PC. We'll look at a one-person company, a ten-person company, and a hundred-person company.
Case 1: The one-person company
Here the sole owner needs a backup solution. Here are all the steps she might perform:
Spend hours of time evaluating different backup products available, and make sure her operating system, file system and applications are supported
Spend hours shopping for external media, this could be an external USB disk drive, optical DVD drive, or tape drive, and confirm it is supported by the selected backup software.
Purchase the backup software, external drive, and if optical or tape, blank media cartridges.
Spend time learning the product, purchase "Backup for Dummies" or similar book, and/or taking a training class.
Install and configure the software
Operate the software, or set it up to run automatically, and take the media offsite at the end of the day, and back each morning
Case 2: The ten-person company
I guess if each of the ten employees went off and performed all of the same steps as above, there would be no economies of scale.
Fortunately, co-workers are amazingly efficient in avoiding unnecessary work.
Rather than have all ten people evaluate backup solutions, have one person do it. If everyone runs the same or similar operating system, file systems and applications, this can be done about the same as the one-person case.
Ditto on the storage media. Why should 10 people go off and evaluate their own storage media. One person can do it for all ten people in about the same time as it takes for one person.
Purchasing the software and hardware. Ok, here is where some costs may be linear, depending on your choices. Some software vendors give bulk discounts, so purchasing 10 seats of the same software could be less than 10 times the cost of one license. As for storage hardware, it might be possible to share drives and even media. Perhaps one or two storage systems can be shared by the entire team.
For a lot of backup software, most of the work is in the initial set up, then it runs automatically afterwards. That is the case for TSM. You create a "dsm.opt" file, and it can list all of the include/exclude files and other rules and policies. Once the first person sets this up, they share it with their co-workers.
Hopefully, if storage hardware was consolidated, such that you have fewer drives than people, you can probably have fewer people responsible for operations. For example, let's have the first five employees sharing one drive managed by Joe, and the second five employees sharing a second drive managed by Sally. Only two people need to spend time taking media offsite, bringing it back and so on.
Case 3: The hundred-person company
Again, it is possible that a hundred-person company consists of 10 departments of 10 people each, and they all follow the above approach independently, resulting in no economies of scale. But again, that is not likely.
Here one or a few people can invest time to evaluate backup solutions. Certainly far less than 100 times the effort for a one-person company.
Same with storage media. With 100 employees, you can now invest in a tape library with robotic automation.
Purchase of software and hardware. Again, discounts will probably apply for large deployments. Purchasing 1 tape library for all one hundred people is less than 10 times the cost and effort of 10 departments all making independent purchases.
With a hundred employees, you may have some differences in operating system, file systems and applications. Still, this might mean two to five versions of dsm.opt, and not 10 or 100 independent configurations.
Operations is where the big savings happen. TSM has "progressive incremental backup" so it only backs up changed data. Other backup schemes involve taking period full backups which tie up the network and consume a lot of back end resources. In head-to-head comparisons between IBM Tivoli Storage Manager and Symantec's NetBackup, IBM TSM was shown to use significantly less network LAN bandwidth, less disk storage capacity, and fewer tape cartridges than NetBackup.
The savings are even greater with data deduplication. Either using hardware, like IBM TS76750 ProtecTIER data deduplication solution, or software like the data deduplication capability built-in with IBM TSM v6.1, you can take advantage of the fact that 100 employees might have a lot of common data between them.
So, I have demonstrated how savings through economies of scale are achieved using IBM Tivoli Storage Manager. Adding one more person in each case is cheaper than the first person. The situation is not linear as Scott suggests. But what about larger deployments? IBM TS3500 Tape Library can hold one PB of data in only 10 square feet of data center floorspace. The IBM TS7650G gateway can manage up to 1 PB of disk, holding as much as 25 PB of backup copies. IT Analysts Tony Palmer, Brian Garrett and Lauren Whitehouse from Enterprise Strategy Group tried IBM TSM v6.1 out for themselves and wrote up a ["Lab Validation"] report. Here is an excerpt:
"Backup/recovery software that embeds data reduction technology can address all three of these factors handily. IBM TSM 6.1 now has native deduplication capabilities built into its Extended Edition (EE) as a no-cost option. After data is written to the primary disk pool, a deduplication operation can be scheduled to eliminate redundancy at the sub-file level. Data deduplication, as its name implies, identifies and eliminates redundant data.
TSM 6.1 also includes features that optimize TSM scalability and manageability to meet increasingly demanding service levels resulting from relentless data growth. The move from a proprietary back-end database to IBM DB2 improves scalability, availability, and performance without adding complexity; the DB2 database is automatically maintained and managed by TSM. IBM upgraded the monitoring and reporting capabilities to near real-time and completely redesigned the dashboard that provides visibility into the system. TSM and TSM EE include these enhanced monitoring and reporting capabilities at no cost."
The majority of Fortune 1000 customers use IBM Tivoli Storage Manager, and it is the backup software that IBM uses itself in its own huge data centers, including the cloud computing facilities. In combination with IBM Tivoli FastBack for remote office/branch office (ROBO) situations, and complemented with point-in-time and disk mirroring hardware capabilities such as IBM FlashCopy, Metro Mirror, and Global Mirror, IBM Tivoli Storage Manager can be an effective, scalable part of a complete Unified Recovery Management solution.