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Tony Pearson is a Master Inventor, Senior IT Architect and Event Content Manager for [IBM Systems for IBM Systems Technical University] events. With over 30 years with IBM Systems, Tony is frequent traveler, speaking to clients at events throughout the world.
Lloyd Dean is an IBM Senior Certified Executive IT Architect in Infrastructure Architecture. Lloyd has held numerous senior technical roles at IBM during his 19 plus years at IBM. Lloyd most recently has been leading efforts across the Communication/CSI Market as a senior Storage Solution Architect/CTS covering the Kansas City territory. In prior years Lloyd supported the industry accounts as a Storage Solution architect and prior to that as a Storage Software Solutions specialist during his time in the ATS organization.
Lloyd currently supports North America storage sales teams in his Storage Software Solution Architecture SME role in the Washington Systems Center team. His current focus is with IBM Cloud Private and he will be delivering and supporting sessions at Think2019, and Storage Technical University on the Value of IBM storage in this high value IBM solution a part of the IBM Cloud strategy. Lloyd maintains a Subject Matter Expert status across the IBM Spectrum Storage Software solutions. You can follow Lloyd on Twitter @ldean0558 and LinkedIn Lloyd Dean.
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The IBM Challenge was a big success. One of the contestants, Ken Jennings, [welcomes our new computer overlords]. Congratulations are in order to the IBM Research team who pulled off this Herculean effort!
Some folks have poked fun at some of the odd responses and wager amounts from the IBM Watson computer during the three-day tournament. Others were surprised as I was that the impressive feat was done with less than 1TB of stored data. Here is what John Webster wrote in CNET yesterday, in hist article [What IBM's Watson says to storage systems developers]:
"All well and good. But here's what I find most interesting as a result of what IBM has done in response to the Grand Challenge that motivated Watson's creators. We know, from Tony Pearson's blog, that the foundation of Watson's data storage system is a modified IBM SONAS cluster with a total of 21.6TB of raw capacity. But Pearson also reveals another very significant, and to me, surprising data point: "When Watson is booted up, the 15TB of total RAM are loaded up, and thereafter the DeepQA processing is all done from memory. According to IBM Research, the actual size of the data (analyzed and indexed text, knowledge bases, etc.) used for candidate answer generation and evidence evaluation is under 1 Terabyte."
What Pearson just said is that the data set Watson actually uses to reach his push-the-button decision would fit on a 1TB drive. So much for big data?"
To better appreciate how difficult the challenge was, and how a small amount of data can answer a billion different questions, I thought I would cover Business Intelligence, Data Retrieval and Text Mining concepts.
"In this paper, business is a collection of activities carried
on for whatever purpose, be it science, technology,
commerce, industry, law, government, defense, et cetera.
The communication facility serving the conduct of a business
(in the broad sense) may be referred to as an intelligence
system. The notion of intelligence is also defined
here, in a more general sense, as the ability to apprehend
the interrelationships of presented facts in such a way as
to guide action towards a desired goal."
Ideally, when you need "Business Intelligence" to help you make a better decision, you perform data retrieval from a structured database for the specific information you are looking for. In other cases, you might be looking for insight, patterns or trends. In that case, you go "data mining" against your structured databases.
Here's a simple example. John runs a fruit stand. One day, he kept track of how many apples and oranges were bought by men and women. How many questions can we ask against this small set of data? Let's count them:
How many apples were sold to men?
How many apples were sold to women?
How many oranges were sold to men?
How many oranges were sold to women?
But wait! For each row and column, we can combine them into totals.
How many apples were sold in total?
How many oranges were sold in total?
How many fruit in total were sold to men?
How many fruit in total were sold to women?
How many fruit in total were sold?
But wait, there's more! Each row and column can be evaluated for relative percentages, as well as percentages of each cell compared to the total. You could make five relevant pie-charts from this data. This results in 16 more questions, such as:
Of the fruit purchased by men, what percentage for apples?
Of all the apples purchased, what percentage by women?
And that's not including more ethereal questions, such as:
Are there gender-specific preferences for different types of fruit?
What type of fruit do men prefer?
This is just for a small set, two market segments (by gender) and two products (apples and oranges). However, if you have many market segments (perhaps by age group, zip code, etc.) and many products, the number of queries that can be supported is huge. For small sets of data, you can easily do this with a spreadsheet program like IBM Lotus Symphony or Microsoft Excel.
But why limit yourself to two dimensions? The above example was just for one day's worth of activity, if John captures this data for every day for historical and seasonal trending, it can be represented as a three-dimensional cube. The number of queries becomes astronomical. This is the basis for Online Analytical Processing (OLAP), and three-dimensional tables are often referred to as [OLAP cubes].
Back in 1970, IBM invented the Structured Query Language [SQL], and today, nearly all modern relational databases support this, including IBM DB2, Informix, Microsoft SQL Server, and Oracle DB. SQL poses two challenges. First, you had to structure the data in advance to the way you expect to perform your ad-hoc queries. Deciding the groups and categories in advance can limit the way information is recorded and captured.
Second, you had to be skilled at SQL to phrase your queries correctly to retrieve the data you are after. What ended up happening was that skilled SQL programmers would develop "canned reports" with fixed SQL parameters, so that less-skilled business decision makers could base their decisions from these reports.
IBM has fully integrated stacks to help process structured data, combining servers, storage, and advanced analytics software into a complete appliance. IBM offers the [Smart Analytics System] for robust, customized deployments, and recently acquired [Netezza] for pre-configured, and more rapid deployments.
However, the bigger problem is that more than 80 percent of information is not structured!
Semi-structured data like email provides some searchable fields like From and Subject. The rest of the information is unstructured, such as text files, photographs, video and audio. To look for specific information in unstructured sources can be like looking for a needle in a haystack, and trying to get insight, patterns or trends involves text mining.
This, in effect, is what IBM Watson was able to perform so well this week. Finding the needle in the haystacks of unstructured data from 200 million pages of text stored in its system, combined with the ability to apprehend the interrelationships of meaning and subtle nuance, resulted in an impressive technology demonstration. Certainly, this new technology will be powerful for a variety of use cases across a broad set of industries!
The Tucson Executive Briefing Center hosted 20 dignitaries from local companies and academia.
This is a historic competition, an exhibition match pitting a computer against the top two celebrated Jeopardy champions:
Brad Rutter, won $3.2 million USD on Jeopardy!, winning 5 days on the show, and then three later tournamets.
Ken Jennings, winning $2.5 million in a 74-day winning streak on Jeopardy!
One of the members of the audience had never seen an episode of Jeopardy! in his life.
(Note: there are NO SPOILERS in this blog post. If you have not yet watched the show, you are safe to continue reading the rest of this post. I will not
disclose the correct responses to any of the clues nor how well each contestant scored.)
Calline Sanchez, IBM Director, Systems Storage Development for Data Protection and Retention, kicked off today's ceremonies.
The IBM Watson computer, named after IBM founder Thomas J. Watson, has been developed over the past 4 years by a team of IBM scientists who set out to accomplish a grand challenge - build a computing system that rivals a human's ability to answer questions posed in natural language with speed, accuracy and confidence. IBM Research labs in the United States, Japan, China and Israel [collaborated with Artificial Intelligence (AI) experts at eight universities], including Massachusetts Institute of Technology (MIT), University of Texas (UT) at Austin, University of Southern California (USC), Rensselaer Polytechnic Institute (RPI), University at Albany (UAlbany), University of Trento (Italy), University of Massachusetts Amherst, and Carnegie Mellon University.
(Disclaimer: I attended the University of Texas at Austin. My father attended Carnegie Mellon University.)
Last week, NOVA on PBS had a special episode on the making of IBM Watson, you can [watch it online] on their website. Delaney Turner, IBM Social Media Communications Manager for Business Analytics Software, has posted [his observations of Nova].
Since IBM Watson is the size of 10 refrigerators and weighs over 14,000 pounds, it was easier to design the Jeopardy! set at the TJ Watson Research lab in Yorktown Heights, NY, than to ship it over to California where the show is normally recorded. Two of the visual designers that worked on this set, as well as on the visual appearance of Watson, live in Tucson and were part of our audience today.
The IBM Challenge consists of a two-game tournament, where the scores of both games will be added to determine winner rankings. The producers of Jeopardy! will give $1 million dollars USD to first place, $300,000 to second place, and $200,000 to third place. Regardless of outcome, [IBM will donate all of its winings to charity]. The two human contestants plan to donate half of their earnings to their favorite charities as well.
Jeopardy! The IBM Challenge
Alex Trebek introduces IBM Watson, explaining that it can neither hear nor see. It will receive all information electronically. Categories and clues will be sent as text files via TCP/IP over Ethernet at the same time the two human contestants see them so that all have the same time to think about the right answer.
Watson has two rows of five racks, back to back. This was done so that cold air could rise up from holes in the tile floors around the unit, and all the hot air would be forced into the center and up to the ceiling return. This technique is known as "hot aisle/cold aisle" design. Alex Trebek opens one of the rack doors to show a series of 4U-high IBM Power 750 servers.
The avatar is a representation of Watson, as the machine itself is too big to fit behind the podium. The avatar is IBM's "Smarter Planet" logo with orbiting streaks and circles. It shows "Green" when it has high confidence, and orange when it gets an answer wrong. When busy thinking, the streaks and circles speed up, the closest we will see to "watching a computer sweat."
During the show, an "Answer panel" shows Watson's top three candidate responses, with confidence level compared to its current "buzz threshold".
Watson knows what it knows, and knows what it doesn't know. Here is an [Interactive Watson Game] on New York Times website to give you an idea of how the answer panel works. I was impressed with how close all three candidate answers were. In a question about Olympic swimmers, all three candidates are Olympic swimmers. In a question about the novel "Les Miserables", all three candidates were characters of that novel.
Well, IBM Watson did well, but missed answered some questions incorrectly. This [parody Slate video] pokes fun at this. Here were some discussions we had after the show ended:
IBM did not do well in categories that required [abductive reasoning]. For example, to identify two or three things that happened in different years, and then postulate that what they all have in common is a specific decade (such as the 1950s) is difficult.
Watson does not hear the wrong answers from the two human contestants. For one question, Ken buzzes in first, guesses wrong, then Watson buzzes in with the same exact response. Alex Trebek rebukes Watson with "No, Ken just said that!" Brad would learn from their mistakes and guess correctly for the score.
Watson is provided the correct answer after a contestant guesses it correctly, or if nobody does, when Alex provides the correct response. This is sent as a text message to Watson immediately, so that it can use this information to adjust its algorithms and machine-learning for future clues in that same category. This was evident in the "Answer panel" on the fourth and fifth attempts on the category of "Decades".
With this demonstration, IBM Research has advanced science by leaps and bounds for the Articial Intelligence community. IBM is a leader in Business Analytics, and this technology will find uses in a variety of industries. The average knowledge worker spends 30 percent of her time looking for information on corporate data repositories. By demonstrating a computer that can provide answers quickly, employees will be more productive, make stronger business decisions, and have greater insight.
Day 1 was only able to cover the first round of Game 1. This allowed more time to talk about the history and technology of IBM Watson. Tomorrow, the contestants will finish Game 1 and head into Game 2.
We are only days away from the big IBM Challenge of Watson computer against two human contestants on the show Jeopardy!
I watched two episodes of Jeopardy! on my Tivo, pausing it to follow the [homework assignment] I suggested in my last post. Here are my own results and observations.
Episode  involved a web programmer, a customer service representative, and a bank teller.
Of the first six categories in Round 1, I guessed four of the six themes for each category. For the category "Diamonds are Forever", I wrote down "All answers are some kind of gem or mineral", but the reality was that all the answers were some physical characteristic of diamonds specifically. For the category "...Fame is not", I wrote down "All answers are TV or Movie celebrities". I was close, but actually it was famous celebrities, rock bands and pop culture of the 1980s. (The movie "Fame" came out in 1980).
In the round, there were 27 of the 30 answers given before they ran out of time. Of these, I was able to get 24 of 27 correct by searching the Internet. That is 88 percent correct. Here were the ones that eluded me:
Answer related to a "multi-chambered mollusk". I could not find anything on the Internet definitively on this, so abstained from wager. The correct question was "What is Nautilus?".
Answer was the Irish variant of "Kathryne". I found Kathleen as a variant, but did not investigate if it had Irish origins. The correct question was "What is Caitlin?"
Answer was this Norse name for "ruler" whether you had red hair or not. I found "Roy" and "Rory" so guessed "What is Rory?" The correct question was "What is Eric?"
The second round, I guesed three of the six themese for the categories. For category "Musical Titles Letter Drop" I wrote down "All the answers are titles of musical songs" but it was actually "Musicals" as in the Broadway shows. For category "Place called Carson", I wrote down "All the answers are places" and was way off on that one, with answers that were people, places and names of corporations. And for "State University Alums", I wrote down "All the answers are college graduates", but instead they were all "State Universities" such as the University of Arizona.
In this second round, only 26 answers were posed. I got 80 percent correct with Internet searching. I missed three on the "Musical Titles", one in "Pope-pourri" and one State University (sorry SMU). The "Musical Titles Letter Drop category" was especially difficult, as for each title of a Musical, you had to remove a single letter out of it to form the correct response.
For the answer "Good luck when you ask the singers "What I Did For Love"; they never tell the truth", you would need to take "Chorus Line" the musical, where the song "What I did for Love" appears, and ask "What is Chorus Lie?" Note that "line" changed to "lie" and the letter "n" was dropped out.
For the answer "Embrace the atoms as Simba and company lose and gain electrons en masse in this production", you would need to recognize that Simba was the main character of "The Lion King" and change it to "What is The Ion King".
I think these play-on-words are the questions that would stump the IBM Watson computer.
In the final round, the category was "Ancient Quotes". I thought the answer would be a famous adage or quotation, but it was instead famous people who uttered those phrases. The answer was "He said, to leave this stream uncrossed will breed manifold distress for me; to cross it, for all mankind". I was able to determine the correct response readily from searching the Internet: The river was the Rubicon, the border of the Gaul region governed by an ambitious general. The correct response "Who was Julius Caesar?"
Total time for the entire exercise: 87 minutes.
The following night, episode  brought back Paul Wampler, the returning champion web programmer, against two new contestants: an actor, and high school principal.
Of the first six categories in Round 1, I guessed five of the six themes for each category. For the category "Nonce Words", I wrote all the answers would be nonsense words. I was close, the clues had words invented for a particular occasion, but the correct responses did not.
I was able to get 29 of 30 correct by searching the Internet. That is 96 percent correct. The one I missed was in the category "Nonce Words" and the answer was "In an arithmocracy, this portion of the population rules, not trigonometry teachers.." My response was "What is Math?" but the correct answer was "What are the majority?" It did not occur for me to even look up [Arithmocracy] as a legitimate word, but it is real.
The second round, I guesed five of the six themese for the categories. For category "Hawk" eyes, the "Hawk" was in quotation marks, so I wrote "All answers would start with the word Hawk or end with the word "eyes". I was close, the correct theme was that the word "hawk" would appear in the front, middle or end of the correct response.
In this second round, I got 28 of 30 correct. I got 93 percent correct with Internet searching. Ironically, it was the category "German Foods" that caught me off guard.
For, the answer was "Pichelsteiner Fleisch, a favorite of Otto von Bismarck, is this one-pot concoction, made with beef & pork". I know that "fleisch" is a German word for meat, so I guessed "What is sausage?" but the correct response was "What is stew?" I should have paid more attention to the "one-pot concoction" part of the answer.
For the answer was "Mimi Sheraton says German stuffed hard-boiled eggs are always made with a great deal of this creamy product". I didn't realize that "stuffed eggs" was German for "deviled eggs". Instead, I found Mimi Sheraton's "The German Cookbook" on Google Books, and jumped to the page for "Stuffed Eggs" The ingredients I read included whippedc cream, cognac, and worcestershire sauce. Taking the "creamiest" ingredient of these, I wrote down "What is whipped cream?" However, it turned out I was actually reading the ingredients for "Crabmeat Cocktail" that was coninuing from the previous page. I thought it was gross to put whipped cream with eggs, and should have known better. The correct response was "What is mayonnaise?"
In the final round, the category was "Political Parties". This could either be political organizations like Republicans and Democrats, or festivities like the Whitehouse Correspondents Dinner. The answer was "Only one U.S. president represented this party, and he said, I dread...a division of the republic into two great parties." So, we can figure out the answer refers to political organizations, but both Democrat and Republican are ruled out because each has had multiple presidents. So, looking at a [List of Political Parties of each US President], I found that there were four presidents in the Whig party, four in the Democrat-Republic party, but only one president in the Federalist party (John Adams), and one in the War Union party (Andrew Johnson). Looking at [famous quotes from John Adams] first, I found the quote, it matched, and so I wrote down "What is the Federalist party?". I got it right, as did two of the three contestants. Ironically, the one contestant who got it wrong, the returning champion web programmer, wagered a small amount, so he still had more money after the round and won the game overall.
Total time for the entire exercise: 75 minutes. I was able to do this faster as I skipped searching the internet for the responses I was confident on.
To find out when Jeopardy is playing in your town, consult the [Interactive Map].
With all the excitement of the [IBM Challenge], where the [IBM Watson computer] will compete against humans on [Jeopardy!], I thought it would be good to provide the following homework exercise to help you appreciate how challenging the game is and the strategies required.
Overview of the game of Jeopardy!
If you are familiar with the show, you can safely skip this section.
Known as "America's Favorite Quiz Show", the Jeopardy pits three contestants against each other. The board is divided into six columns and five rows of answers. Each column indicates the category for that column of answers. The rows are ranked from easiest to most difficult, with more difficult answers being worth more money to wager.
The contestants take turns. The returning champion gets to select a spot on the board, by indicating the category (column) and wager (row), such as "I will take Animals for 800 dollars!" Contestants must then press a button to "buzz in", be recognized by the host, and respond correctly. If the contestant responds incorrectly, the other two contestants have the opportunity to respond. The contestant with the correct response gets to chose the next answer.
For each turn, the host, Alex Trebek, shows the answer on the board, and spends three seconds reading it aloud to give everyone a chance to come up with a corresponding question. This is perhaps what Jeopardy is most famous for. In a traditional "Quiz Show", the host asks questions, and the contestants answer that question. On Jeopardy, however, the host poses "answers", and the contestants provide their response in the form of a "questions" that best fit the category and answer clues. For example, if the categories were "Large Corporations" and the answer was "Sam Palmisano", the contestant would answer "Who is the CEO of IBM Corporation?" Both the categories, and the answers are filled with puns, slang and humor to make it more challenging. Often, the answer itself is not sufficient clue, you have to factor in the category as well to have a complete set of information.
The game is played in three rounds:
In the first round, there are six categories, and the rows are worth $200, $400, $600, $800 and $1000 dollars. If you respond correctly on all five answers in a category column, you would win $3000. If you respond to all thirty answers correctly, you would earn $18,000.
In the second round, there are six different categories, and the rows are worth twice as much.
The final round has a single category and a single question. Each player can decide to wager up to the full amount of their score in this game. This wager is done after they see the category, but before they see the answer.
After the host finishes reading the answer aloud, the buzzers are lighted so that the contestants can buzz in. If a contestant gets the question correctly, he earns the corresponding money for the row it was in. If the contestant guesses incorrectly, the money is subtracted from his score. If the first contestant fails, the buzzers are re-lit so the other two contestants can then buzz in with their answers, learning from previous failed attempts.
To provide added challenge, some of the answers are surprise "Daily Double". Instead of the dollar amount for the row, the contestant can wager any amount, up to their total score they have won so far in that game, or the largest dollar amount for that round, whichever is higher, based on his confidence in that category. There is one "Daily Double" surprise in the first round, and two in the second round.
In the final round, each contestant wagers an amount up to their total score, based on their confidence on the final category. A common strategy for the leading contestant with the highest score is to wager a low amount, so that if he fails to guess the response correctly, he will still have a large dollar amount. For example, if the leader has $2000 and the second place is $900, the leader can wager only $100 dollars, and the second place might wager his full $900. If the leader loses the round, he still has $1900, beating the second place regardless of how well he does.
Whomever has the most money at the end of all three rounds wins that amount of cash, and gets to return to the show for another game the next day to continue his winning streak. The other two contestants are given consolation prizes and a nominal appearance fee for being on the show, and are never seen from again.
The show is only 30 minutes long, so the folks at Sony Pictures who produce the show can film a full weeks' worth of television shows in just two days of real-life, Tuesday and Wednesday, allowing the host Alex Trebek and his "Clue Crew" time to research new categories and answers.
So, here is your homework assignment. Record a full episode of Jeopardy on your VCR or Digital Video Recorder (DVR) and have your thumb ready to press the pause button. For each round, listen to each category, pause, and try to guess what all the answers in that column will have in common. For each category, write down a statement like "All the responses in this category are ...".
The answers could be people, places or things. Suppose the category "Chicks Dig Me". In English, "chicks" can be slang for women, or refer to young chickens. The term "dig" can be slang for admires or adores, so this could be "Male Celebrities" that women find attractive, it could be objects of desire that women fancy (diamonds, puppies, etc.), or it could be places that women like to go to. As it turns out, the "dig" referred to archaeology, and the responses were all famous female archaeologists.
Once you have those all your statements written down, press play button again.
Next, as each answer is shown, you have three seconds to hit the pause again, so that you have the question on the screen, but before any contestants have responded. Go on your favorite search engine like Google or Bing and try to determine the correct response based on the category and answer. Consider these [tips for being an Internet Search ninja]. Once you think you have figured out your response, write it down, and the dollar amount you wager, or decide you will not respond for that answer, if you are not sure about your findings.
Even if you think you already know the correct response, you may decide to gain more confidence of your response by finding confirming or supporting evidence on the Internet.
Press play. Either one of the contestants will get it right, or the host will provide the question that was expected as the correct response.
How well did you do? Were you able to find on the the correct response online, or at least confirm that what you knew was correct. If you got it correct, add in your dollar amount to your score. If you got it wrong, subtract the amount.
At the end of each round, look back at your statements for each category. Did you guess correctly the common theme for each category column of answers? Did you misinterpret the slang, pun or humor intended?
At the end of the game, you might have done better than the contestant that won the game. However, check how much added time you took to do those Internet searches. The average winner only questions half of the answers and only gets 80 percent of them correctly.
If you are really brave, take the [Jeopardy Online Test]. If you do this homework assignment, feel free to post your insights in the comments below.
As time progresses, things change, sometimes for the better in the right direction, sometimes a step backwards, and sometimes just different enough to be annoying. I wrote my blog post about [A Box Full of Floppies] a week ago, and posted in Monday. Let's take a look at how time and change impacted that one post.
The weather has warmed up here in Tucson so I started my Spring Cleaning early this year...
If there is ever a good time to brag about how beautiful the weather here in Tucson, it would be when everyone else in the country is digging themselves out of piles of snow. When my friends on Twitter were complaining how cold it was in Scottland, Ireland, Canada, or the East Coast of the United States, I would remind them that I am wearing a tee-shirt and shorts. I played golf for a week last December!
Sadly, a few days after my post, Tucson had the coldest days of February, breaking records set back in the year 1899. Water pipes were frozen, outdoor plants have suffered, and over 14,000 homes and businesses were shut off from natural gas. The 1,400-plus employees at the IBM Tucson facility have been asked to telecommute until restroom facilities can be restored to working order.
While we should all pay more attention to [climate change], this latest chill is probably just a seasonal flucation thanks to [La Niña] that happens every 10-15 years.
Here is a YouTube video of an astronaut ejecting a floppy disk...
Back in 2009, YouTube decided to [stop supporting Internet Explorer 6 (IE6)] to view its videos. However, that is what most IBMers were on, and this posted a problem when I embedded a video on my blog. To get around that, my friends at Microsoft provided special "conditional HTML tags" that allows me to suppress YouTube videos when viewed from Internet Explorer. The video shows up for those using Chrome, Opera, Firefox or other browsers, but is suppressed for IE users, and that allowed IBM employees to at least read the text.
Fortunately, last July, IBM decided to switch from IE6 over to Mozilla Firefox as the standard browser, so I thought this would no longer be an issue.
Unfortunately, my friends at YouTube have done it again. They changed the generated embed code from using "object" tags to "iframe" which messes up blogs written in various blogging systems, including Lotus Connections that I have here on DeveloperWorks, as well as WordPress. The new method is intended to either promote the new HTML5 standard, or to piss off [iPhone users]. In any case, several readers found they could not read my entire post about floppies because the "iframe" prevented the rest of the post to be shown. I have since reverted back to the old "object" tags and re-posted for everyone's benefit.
I may have to stand up an OS/2 machine just to check out what is actually on those floppies...
For any data that you keep for long term retention, it is important that you be able to access the data in a meaningful way when you need it. IBM has identified five ways that this can be done:
Museum approach -- keep old servers, storage and applications around. In my case, I have computers that can handle 3.5-inch floppy diskettes, but no hardware to read my Zip cartridges or 5.25-inch floppies.
Emulation approach -- emulating old systems with new systems. I remember the first CD players had "tape cassette" attachements so they can be used in car stereos.
Migration approach -- migrating data and applications to new technology. This is what most businesses do. For example, if you keep archives through IBM Tivoli Storage Manager or DFSMShsm, the software will migrate data from old tapes to new tapes as part of its tape reclamation process.
Descriptive approach -- including sufficiently descriptive metadata, such as with HTML or XML tags, that would enable future rendering.
Ecapsulation approach -- encapsulate the data, metadata and related application logic for future processing. While the "descriptive" approach might help display the contents of proprietary formats, the encapsulation approach would include application logic, perhaps written in Java, that could be used to actually operate built-in macros, pivot tables, or other active features of a document or database.
IBM Research is working closely with industry standards groups, like the Organization for the Advancement of Structured Information Standards [OASIS], to help promote the use of open standards for long-term retention.
For my readers who follow American Football, enjoy the [SuperBowl]!
In keeping with the spirit to be a more kinder, gentler 2011, I decided last week to refrain from being the rain on someone else's parade that occurs immediately before, during or after a competitor's announcement or annual conference, and let EMC have their few moments in the spotlight last week. This of course allows me more time to learn about the announcements and reflect on marketplace reactions. Here's a quick look at the [EMC Press Release]:
A new VNXe disk system
Of the 41 new storage technologies and products EMC announced last week, the VNXe is EMC's "me-too" product to compete against other low-end disk systems like the IBM System Storage DS3524 and N3000 series. It looks truly new, developed organically from the ground up, with a new architecture, new OS. It comes in either the 2U-high VNXe3100 or the 3U-high VNXe3300. These employ 3.5-inch SAS drives to provide Ethernet-based NFS, CIFS and iSCSI host attachment. The $10K USD price tag appears to be for the hardware only. As is typical for EMC, they charge software features in bundles or "suites", so the actual TCO will be much higher. I have not seen any announcements whether Dell plans to resell either the VNXe nor the VNX models, now that they have acquired Compellent.
A new VNX disk system
Despite having a similar name as the VNXe, the VNX appears to be a re-hash of the Celerra/CLARiiON mess that EMC has been selling already, based on the old FLARE and DART operating systems of these older disk systems. This scales from 75 to 1000 SAS drives. While EMC calls the VNX "unified", it currently is only available in block-only and file-only models, with a future promise from EMC that they will offer a combined block-and-file version sometime in the future. EMC claims that the VNX will be faster than the predecessors, so hopefully that means EMC has joined the rest of the planet and will publish SPC-1 and SPC-2 benchmarks to back up that claim. They can compare against the SPC-1 benchmarks that our friends at NetApp ran against EMC CLARiiON.
New software for the VMAX
A long time ago, EMC announced they would provide non-disruptive automated tiering. Their first delivery "FAST V1" handled entire LUNs at a time. EMC now has finally "FAST VP" which we expected was going to be called "FAST V2", which provides sub-LUN automated tiering between Solid-state and spinning disk drives.. Meanwhile, IBM has been delivering "Easy Tier" on the IBM System Storage DS8000 series, SAN Volume Controller, and Storwize V7000 disk systems.
Data Domain Archiver
Competing against IBM, HP and Oracle in the tape arena, EMC's latest addition to the Data Domain family is designed for the long-term retention of backups? Archives of backups? Backups are short-lived, protecting against the unexpected loss from hardware failure or data corruption. Keeping backups as "archives" is generally a bad mistake, as it makes it hard to e-Discover the data you need when you need it, and may not have the appropriate hardware tor restore these old backups when you do find them.
I will have to dig deeper into all of these different technologies in separate posts in the future.
Every January, we look back into the past as well as look into the future for trends to watch for the upcoming year. Ray Lucchesi of Silverton Consulting has a great post looking back at the [Top 10 storage technologies over the last decade]. I am glad to see that IBM has been involved with and instrumental in all ten technologies.
Looking into the future, Mark Cox of eChannel has an article [Storage Trends to Watch in 2011], based on his interviews with two fellow IBM executives: Steve Wojtowecz, VP of storage software development, and Clod Barrera, distinguished engineer and CTO for storage. Let's review the four key trends:
Cloud Storage and Cloud Computing
No question: Cloud Computing will be the battleground of the IT industry this decade. I am amused by the latest spate of Microsoft commercials where problems are solved with someone saying "...to the cloud". Riding on the coat tails of this is "Cloud Storage", the ability to store data across an Internet Protocol (IP) network, such as 10GbE Ethernet, in support of Cloud Computing applications. Cloud Storage protocols in the running include NFS, CIFS, iSCSI and FCoE.
Mark writes "..vendors who aren't investing in cloud storage solutions will fall behind the curve."
Economic Downturn forces Innovation
The old British adage applies: "Necessity is the mother of invention." The status quo won't do. In these difficult economic times, IT departments are running on constrained budgets and staff. This forces people to evaluate innovative technologies for storage efficiency like real-time compression and data deduplication to make better use of what they currently have. It also is forcing people to take a "good enough" attitude, instead of paying premium prices for best-of-breed they don't really need and can't really afford.
IT Service Management
Companies are getting away from managing individual pieces of IT kit, and are focusing instead on the delivery of information, from the magnetic surface of disk and tape media, to the eyes and ears of the end users. The deployment mix of private, hybrid and public clouds makes this even more important to measure and manage IT as a set of services that are delivered to the business. IT Service Management software can be the glue, helping companies implement ITIL v3 best practices and management disciplines.
Smarter Data Placement
A recent survey by "The Info Pro" analysts indicates that "managing storage growth" is considered more critical than "managing storage costs" or "managing storage complexity".
This tells me that companies are willing to spend a bit extra to deploy a tiered information infrastructure if it will help them manage storage growth, which typically ranges around 40 to 60 percent per year. While I have discussed the concept of "Information Lifecycle Management" (ILM), for the past four years on this blog, I am glad to see it has gone mainstream, helped in part with automated storage tiering features like IBM System Storage Easy Tier feature on the IBM DS8000, SAN Volume Controller and Storwize V7000 disk systems. Not all data is created equal, so the smart placement of data, based on the business value of the information contained, makes a lot of sense.
These trends are influencing what solutions the various different vendors will offer, and will influence what companies purchase and deploy.
The "Basic" offering includes a single IBM Storwize V7000 controller enclosure, and three year warranty package that includes software licenses for IBM Tivoli Storage FlashCopy Manager (FCM) and IBM Tivoli Storage Productivity Center for Disk - Midrange Edition (MRE). Planning, configuration and testing services for the software are included and can be performed by either IBM or an IBM Business Partner.
The "Standard" offering allows for multiple IBM Storwize V7000 enclosures, provides three year warranty package for the FCM and MRE software, and includes implementation services for both the hardware and the software components. These services can be performed by IBM or an IBM Business Partner.
Why bundle? Here are the key advantages for these offerings:
Increased storage utilization! First introduced in 2003, IBM SAN Volume Controller is able to improve storage utilization by 30 percent through virtualization and thin provisioning. IBM Storwize V7000 carries on this tradition. Space-efficient FlashCopy is included in this bundle at no additional charge and can reduce the amount of storage normally required for snapshots by 75 percent or more. IBM Tivoli Storage FlashCopy Manager can manage these FlashCopy targets easily.
Improved storage administrator productivity! The new IBM Storwize V7000 Graphical User Interface can help improve administrator productivity up to 2 times compared to other midrange disk solutions. The IBM Tivoli Storage Productivity Center for Disk - Midrange Edition provides real-time performance monitoring for faster analysis time.
Increased application performance! This bundle includes the "Easy Tier" feature at no additional charge. Easy Tier is IBM's implementation of sub-LUN automated tiering between Solid-State Drives (SSD) and spinning disk. Easy Tier can help improve application throughput up to 3 times, and improve response time up to 60 percent. Easy Tier can help meet or exceed application performance levels with its internal "hot spot" analytics.
Increased application availability! IBM Tivoli Storage FlashCopy Manager provides easy integration with existing applications like SAP, Microsoft Exchange, IBM DB2, Oracle, and Microsoft SQL Server. Reduce application downtime to just seconds with backups and restores using FlashCopy. The built-in online migration feature, included at no additional charge, allows you to seamlessly migrate data from your old disk to the new IBM Storwize V7000.
Significantly reduced implementation time! This bundle will help you cut implementation time in half, with little or no impact to storage administrator staff. This will help you realize your return on investment (ROI) much sooner.
Regardless of what you do, it is important to keep your finger on the pulse of what is going on around you. Let me recap the different jobs I have had within IBM:
I started as a Software Engineer on DFHSM, which was later renamed to DFSMShsm, and worked my way up to lead architect for the entire DFSMS product. I attended user group conferences like SHARE and GUIDE to formally present the latest releases of the product, and to collect requirements for improvements and additions desired by the CIOs, IT directors and Storage Admins that attended. Each requirement was proposed to the group, who then voted on a scale from -3 to +3, with zero considered abstention. Six months later, I would come back to present which requirements were implemented, which ones were in consideration for future releases, and which ones were rejected because they were not strategic. Not everyone was happy with these decisions, and I took a lot of abuse on this. However, the process of gathering requirements was important, and the products are better for it.
I switched over to Marketing, starting out as a Marketing Manager for various prodcts, and working my way up to lead Marketing Strategist for the IBM System Storage product line. I continued to attend conferences to understand the client requirements, but I also attended meetings with IBM sales reps and Business Partners. For those who lump "Marketing and Sales" into a single category, there is a difference. Marketing is the transfer of awareness and enthusiasm, whereas Sales is the transfer of ownership. When Marketing does their job well, prospects are lining up to buy your product. When they don't, the Sales team has to pick up the slack, and provide the awareness and enthusiasm that Marketing failed to deliver. I traveled all over the world to present our Marketing Strategy. Not everyone was happy with some of our decisions, and I took a lot of abuse on this. However, the process of "socializing" the marketing message and hearing feedback of those who faced clients every day was important, and the marketing strategy was better for it.
Three years ago, I switched again, this time to be a Storage Consultant at the Tucson Executive Briefing Center. While I still travel to clients and conferences, in most cases the clients come to me, here in Tucson, Arizona. I get to present our strategy, solutions and products. Not everyone is happy with some of our decisions, and I take a lot of abuse on this. However, the process of helping customers make tough business and IT purchase decisions is important, and both IBM and our clients are better for it.
It was in this same concept that US Representative Gabrielle ("Gabby") Giffords launched a series of "Congress on your Corner" meetings. These were open air townhall meetings that allowed her to present her priorities and plans for the future, and to get feedback from her constituents. Last Saturday, at one such event here in Tucson, she was shot in the head. The shooter then proceeded to shoot another 20 rounds at others before being tackled to the ground by two volunteers. He had another 70 bullets left, so it could have been much worse.
Congresswoman Gifford survived, but six died, including a US Federal Judge, a Pastor at a local church, and a 9-year-old girl, who ironically was born on Setpember 11, 2001, the date of another US tragedy. The girl had just been elected to her student council, and came out to learn what government was all about. Another dozen people were wounded.
The last time I saw Gabby in person was last October 2010, at a charity auction to benefit the local Boys and Girls Club of America. She was shaking hands with everyone. I wished her good luck on her re-election campaign, which she won a few weeks later by a slim margin of some 4,000 votes.
(People have asked me if I knew her in high school. Gabby and I both attended University High in Tucson, rated one of the top 25 high schools in the USA. She would have started her freshman year months after I graduated, so I don't remember ever crossing paths.)
Having spent much of my childhood in Central and South America, I have witnessed my fair share of gun violence, military coups, and government take-overs. Of course, in a democratic government, there is a more peaceful way to resolve your differences. In my younger days, I was a lobbyist for local and state government here in Arizona for various causes and issues. I have met and dealt with many politicians. While many people are still in shock and awe over Saturday's tragedy, consider the following:
Tucson is part of the Wild, Wild, West. We are not far from the infamous town of Tombstone where a famous shoot-out happened at the OK Corrall. A popular activity here is to shoot rounds at a shooting range, either rent a gun or bring your own. Gun ownership is high, and hunting is a popular sport. Tucson hosts "Gun Shows" that allow people to buy guns without the mandatory 5-day waiting period. Every year, Tucson celebrates "Dillinger Days" to comemorate the capture of gunslinger John Dilinger at the Hotel Congress in downtown Tucson.
Tucson is close to Mexico. Authorities have reported as many as 30,000 people have been killed on the other side of the US-Mexico border in the past five years by rival drug cartels. An estimated 30 percent of the Tucson economy comes from human and drug trafficking. Those killed in Mexico include government officials, law enforcement and journalists. Last year, US President Barack Obama [ordered 1200 troops to protect the US-Mexico border], of which half were deployed here in Arizona. The district I live in that Congresswoman Giffords represents borders Mexico.
Tucson has high schools, colleges and Universities. We have had our share of shootings by frustrated students.
While everyone immediately was quick to blame this tragedy on everyone from [Sarah Palin] to Mexican drug lords, it appears the shooter was merely a frustrated college student, acting alone, and is now in custody awaiting trial. He was attending Pima Community College and had his run-ins with the college police there as well. He had applied to join the US Army, but his application was rejected.
In the early 1990s, to help me prepare to become a public speaker, IBM loaned me out to teach at the local schools. I did four semesters of high school, and then taught a year of Computer Science 101 at Pima Community College. (Yes, I have all the teaching credentials to do this.) I found this experience to be great training for me to practice my speaking skills. However, I took a lot of abuse. I had disruptive students, angry students, frustrated students, and students that would threaten me if they did not pass the class. One by one, they would drop out of my class, leaving me with only nine students finishing my class with a passing grade.
Sadly, community colleges across the country carry a stigma that they are not as good as a full four-year University. The students I met at Pima Community College were here because they could not find decent employment with just a high school diploma, weren't smart enough or rich enough to attend the University of Arizona, and just didn't know what to do with their lives. Some who graduate manage to get jobs as technicians and medical assistants, while others use this as a stepping stone to transfer over to the University of Arizona or other specialized training program.
I am sure there is much more to learn about this incident. Politicians can expect to take some abuse for the decisions made, their actions or lack of action on various issues, but nobody deserves being shot. Congresswoman Giffords was just trying to put her finger on the pulse of her district, to understand the concerns of her constituents so that she could represent us properly in her third term in office. Instead, we have doctors at the University Medical Center keeping their finger on her pulse. So far, things are hopeful, she is able to respond to commands such as "wiggle your toes" or "hold up two fingers".