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.
(Short URL for this blog: ibm.co/Pearson )
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Did IBM XIV force EMC's hand to announce VMAXe? Let's take a stroll down memory lane.
In 2008, IBM XIV showed the world that it could ship a Tier-1, high-end, enterprise-class system using commodity parts. Technically, prior to its acquisition by IBM, the XIV team had boxes out in production since 2005. EMC incorrectly argued this announcement meant the death of the IBM DS8000. Just because EMC was unable to figure out how to have more than one high-end disk product, doesn't mean IBM or other storage vendors were equally challenged. Both IBM XIV and DS8000 are Tier-1, high-end, enterprise-class storage systems, as are the IBM N series N7900 and the IBM Scale-Out Network Attached Storage (SONAS).
In April 2009, EMC followed IBM's lead with their own V-Max system, based on Symmetrix Engenuity code, but on commodity x86 processors. Nobody at EMC suggested that the V-Max meant the death of their other Symmetrix box, the DMX-4, which means that EMC proved to themselves that a storage vendor could offer multiple high-end disk systems. Hitachi Data Systems (HDS) would later offer the VSP, which also includes some commodity hardware as well.
In July 2009, analysts at International Technology Group published their TCO findings that IBM XIV was 63 percent less expensive than EMC V-Max, in a whitepaper titled [COST/BENEFIT CASE
FOR IBM XIV STORAGE SYSTEM Comparing Costs for IBM XIV and EMC V-Max Systems]. Not surprisingly, EMC cried foul, feeling that EMC V-Max had not yet been successful in the field, it was too soon to compare newly minted EMC gear with a mature product like XIV that had been in production accounts for several years. Big companies like to wait for "Generation 1" of any new product to mature a bit before they purchase.
To compete against IBM XIV's very low TCO, EMC was forced to either deeply discount their Symmetrix, or counter-offer with lower-cost CLARiiON, their midrange disk offering. An ex-EMCer that now works for IBM on the XIV sales team put it in EMC terms -- "the IBM XIV provides a Symmetrix-like product at CLARiiON-like prices."
(Note: Somewhere in 2010, EMC dropped the hyphen, changing the name from V-Max to VMAX. I didn't see this formally announced anywhere, but it seems that the new spelling is the officially correct usage. A common marketing rule is that you should only rename failed products, so perhaps dropping the hyphen was EMC's way of preventing people from searching older reviews of the V-Max product.)
This month, IBM introduced the IBM XIV Gen3 model 114. The analysts at ITG updated their analysis, as there are now more customers that have either or both products, to provide a more thorough comparison. Their latest whitepaper, titled [Cost/Benefit Case for IBM XIV Systems: Comparing Cost
Structures for IBM XIV and EMC VMAX Systems], shows that IBM maintains its substantial cost savings advantage, representing 69 percent less Total Cost of Ownership (TCO) than EMC, on average, over the course of three years.
In response, EMC announced its new VMAXe, following the naming convention EMC established for VNX and VNXe. Customers cannot upgrade VNXe to VNX, nor VMAXe to VMAX, so at least EMC was consistent in that regard. Like the IBM XIV and XIV Gen3, the new EMC VMAXe eliminated "unnecessary distractions" like CKD volumes and FICON attachment needed for the IBM z/OS operating system on IBM System z mainframes. Fellow blogger Barry Burke from EMC explains everything about the VMAXe in his blog post [a big thing in a small package].
So, you have to wonder, did IBM XIV force EMC's hand into offering this new VMAXe storage unit? Surely, EMC sales reps will continue to lead with the more profitable DMX-4 or VMAX, and then only offer the VMAXe when the prospective customer mentions that the IBM XIV Gen3 is 69 percent less expensive. I haven't seen any list or street prices for the VMAXe yet, but I suspect it is less expensive than VMAX, on a dollar-per-GB basis, so that EMC will not have to discount it as much to compete against IBM.
By combining multiple components into a single "integrated system", IBM can offer a blended disk-and-tape storage solutions. This provides the best of both worlds, high speed access using disk, while providing lower costs and more energy efficiency with tape. According to a study by the Clipper Group, tape can be 23 times less expensive than disk over a 5 year total cost of ownership (TCO).
I've also covered Hierarchical Storage Management, such as my post [Seven Tiers of Storage at ABN Amro], and my role as lead architect for DFSMS on z/OS in general, and DFSMShsm in particular.
However, some explanation might be warranted in the use of these two terms in regards to SONAS. In this case, ILM refers to policy-based file placement, movement and expiration on internal disk pools. This is actually a GPFS feature that has existed for some time, and was tested to work in this new configuration. Files can be individually placed on either SAS (15K RPM) or SATA (7200 RPM) drives. Policies can be written to move them from SAS to SATA based on size, age and days non-referenced.
HSM is also a form of ILM, in that it moves data from SONAS disk to external storage pools managed by IBM Tivoli Storage Manager. A small stub is left behind in the GPFS file system indicating the file has been "migrated". Any reference to read or update this file will cause the file to be "recalled" back from TSM to SONAS for processing. The external storage pools can be disk, tape or any other media supported by TSM. Some estimate that as much as 60 to 80 percent of files on NAS have low reference and should be stored on tape instead of disk, and now SONAS with HSM makes that possible.
This distinction allows the ILM movement to be done internally, within GPFS, and the HSM movement to be done externally, via TSM. Both ILM and HSM movement take advantage of the GPFS high-speed policy engine, which can process 10 million files per node, run in parallel across all interface nodes. Note that TSM is not required for ILM movement. In effect, SONAS brings the policy-based management features of DFSMS for z/OS mainframe to all the rest of the operating systems that access SONAS.
HTTP and NIS support
In addition to NFS v2, NFS v3, and CIFS, the SONAS v1.1.1 adds the HTTP protocol. Over time, IBM plans to add more protocols in subsequent releases. Let me know which protocols you are interested in, so I can pass that along to the architects designing future releases!
SONAS v1.1.1 also adds support for Network Information Service (NIS), a client/server based model for user administration. In SONAS, NIS is used for netgroup and ID mapping only. Authentication is done via Active Directory, LDAP or Samba PDC.
SONAS already had synchronous replication, which was limited in distance. Now, SONAS v1.1.1 provides asynchronous replication, using rsync, at the file level. This is done over Wide Area Network (WAN) across to any other SONAS at any distance.
Interface modules can now be configured with either 64GB or 128GB of cache. Storage now supports both 450GB and 600GB SAS (15K RPM) and both 1TB and 2TB SATA (7200 RPM) drives. However, at this time, an entire 60-drive drawer must be either all one type of SAS or all one type of SATA. I have been pushing the architects to allow each 10-pack RAID rank to be independently selectable. For now, a storage pod can have 240 drives, 60 drives of each type of disk, to provide four different tiers of storage. You can have up to 30 storage pods per SONAS, for a total of 7200 drives.
An alternative to internal drawers of disk is a new "Gateway" iRPQ that allows the two storage nodes of a SONAS storage pod to connect via Fibre Channel to one or two XIV disk systems. You cannot mix and match, a storage pod is either all internal disk, or all external XIV. A SONAS gateway combined with external XIV is referred to as a "Smart Business Storage Cloud" (SBSC), which can be configured off premises and managed by third-party personnel so your IT staff can focus on other things.
See the Announcement Letters for the SONAS [hardware] and [software] for more details.
For those who are wondering how this positions against IBM's other NAS solution, the IBM System Storage N series, the rule of thumb is simple. If your capacity needs can be satisfied with a single N series box per location, use that. If not, consider SONAS instead. For those with non-IBM NAS filers that realize now that SONAS is a better approach, IBM offers migration services.
Both the Information Archive and the SONAS can be accessed from z/OS or Linux on System z mainframe, from "IBM i", AIX and Linux on POWER systems, all x86-based operating systems that run on System x servers, as well as any non-IBM server that has a supported NAS client.
This week, I am in beautiful Sao Paulo, Brazil, teaching Top Gun class to IBM Business Partners and sales reps. Traditionally, we have "Tape Thursday" where we focus on our tape systems, from tape drives, to physical and virtual tape libraries. IBM is the number #1 tape vendor, and has been for the past eight years.
(The alliteration doesn't translate well here in Brazil. The Portuguese word for tape is "fita", and Thursday here is "quinta-feira", but "fita-quinta-feira" just doesn't have the same ring to it.)
In the class, we discussed how to handle common misperceptions and myths about tape. Here are a few examples:
Myth 1: Tape processing is manually intensive
In my July 2007 blog post [Times a Million], I coined the phrase "Laptop Mentality" to describe the problem most people have dealing with data center decisions. Many folks extend linearly their experiences using their PCs, workstations or laptops to apply to the data center, unable to comprehend large numbers or solutions that take advantage of the economies of scale.
For many, the only experience dealing with tape was manual. In the 1980s, we made "mix tapes" on little cassettes, and in the 1990s we recorded our favorite television shows on VHS tapes in the VCR. Today, we have playlists on flash or disk-based music players, and record TV shows on disk-based video recorders like Tivo. The conclusion is that tapes are manual, and disk are not.
Manual processing of tapes ended in 1987, with the introduction of a silo-like tape library from StorageTek. IBM quickly responded with its own IBM 3495 Tape Library Data Server in 1992. Today, clients have many tape automation choices, from the smallest IBM TS2900 Tape Autoloader that has one drive and nine cartridges, all the way to the largest IBM TS3500 multiple-library shuttle complex that can hold exabytes of data. These tape automation systems eliminate most of the manual handling of cartridges in day-to-day operations.
Myth 2: Tape media is less reliable than disk media
For any storage media to be unreliable is to return the wrong information that is different than what was originally stored. There are only two ways for this to happen: if you write a "zero" but read back a "one", or write a "one" and read a "zero". This is called a bit error. Every storage media has a "bit error rate" that is the average likelihood for some large amount of data written.
According to the latest [LTO Bit Error rates, 2012 March], today's tape expects only 1 bit error per 10E17 bits written (about 100 Petabytes). This is 10 times more reliable than Enterprise SAS disk (1 bit per 10E16), and 100 times more reliable than Enterprise-class SATA disk (1 bit per 10E15).
Tape is the media used in "black boxes" for airplanes. When an airplane crashes, the black box is retrieved and used to investigate the causes of the crash. In 1986, the Space Shuttle Challenger exploded 73 seconds after take-off. The tapes in the black box sat on the ocean floor for six weeks before being recovered. Amazingly, IBM was able to successfully restore [90 percent of the block data, and 100 percent of voice data].
Analysts are quite upset when they are quoted out of context, but in this case, Gartner never said anything closely similar to this. Nor did the other analysts that Curtis investigated for similar claims. What Garnter did say was that disk provides an attractive alternative storage media for backup which can increase the performance of the recovery process.
Back in the 1990s, Savur Rao and I developed a patent to help backup DB2 for z/OS by using the FlashCopy feature of IBM's high-end disk system. The software method to coordinate the FlashCopy snapshots with the database application and maintain multiple versions was implemented in the DFSMShsm component of DFSMS. A few years later, this was part of a set of patents IBM cross-licensed to Microsoft for them to implement a similar software for Windows called Data Protection Manager (DPM). IBM has since introduced its own version for distributed systems called IBM Tivoli FlashCopy Manager that runs not just on Windows, but also AIX, Linux, HP-UX and Solaris operating systems.
Curtis suspects the "71 percent" citation may have been propogated by an ambitious product manager of Microsoft's Data Protection Manager, back in 2006, perhaps to help drive up business to their new disk-based backup product. Certainly, Microsoft was not the only vendor to disparage tape in this manner.
A few years ago, an [EMC failure brought down the State of Virginia] due to not just a component failure it its production disk system, but then made it worse by failing to recover from the disk-based remote mirror copy. Fortunately, the data was able to be restored from tape over the next four days. If you wonder why nobody at EMC says "Tape is Dead" anymore, perhaps it is because tape saved their butts that week.
(FTC Disclosure: I work for IBM and this post can be considered a paid, celebrity endorsement for all of the IBM tape and software products mentioned on this post. I own shares of stock in both IBM and Google, and use Google's Gmail for my personal email, as well as many other Google services. While IBM, Google and Microsoft can be considered competitors to each other in some areas, IBM has working relationships with both companies on various projects. References in this post to other companies like EMC are merely to provide illustrative examples only, based on publicly available information. IBM is part of the Linear Tape Open (LTO) consortium.)
Myth 4: Vendors and Manufacturers are no longer investing in tape technology
IBM and others are still investing Research and Development (R&D) dollars to improve tape technology. What people don't realize is that much of the R&D spent on magnetic media can be applied across both disk and tape, such as IBM's development of the Giant Magnetoresistance read/write head, or [GMR] for short.
Most recently, IBM made another major advancement with tape with the introduction of the Linear Tape File Systems (LTFS). This allows greater portability to share data between users, and between companies, but treating tape cartridges much like USB memory sticks or pen drives. You can read more in my post [IBM and Fox win an Emmy for LTFS technology]!
Next month, IBM celebrates the 60th anniversary for tape. It is good to see that tape continues to be a vibrant part of the IT industry, and to IBM's storage business!
Full VMware Vstorage API for Array Integration (VAAI). Back in 2008, VMware announced new vStorage APIs for its vSphere ESX hypervisor: vStorage API for Site Recovery Manager, vStorage API for Data Potection, vStorage API for Multipathing. Last July, VMware added a new API called vStorage API for Array Integration [VAAI] which offers three primitives:
Hardware-assisted Blocks zeroing. Sometimes referred to as "Write Same", this SCSI command will zero out a large section of blocks, presumably as part of a VMDK file. This can then be used to reclaim space on the XIV on thin-provisioned LUNs.
Hardware-assisted Copy. Make an XIV snapshot of data without any I/O on the server hardware.
Hardware-assisted locking. On mainframes, this is call Parallel Access Volumes (PAV). Instead of locking an entire LUN using standard SCSI reserve commands, this primitive allows an ESX host to lock just an individual block so as not to interfere with other hosts accessing other blocks on that same LUN.
Quality of Service (QoS) Performance Classes.
When XIV was first released, it treated all hosts and all data the same, even when deployed for a variety of different applications. This worked for some clients, such as [Medicare y Mucho Más]. They migrated their databases, file servers and email system from EMC CLARiiON to an IBM XIV Storage System. In conjunction with VMware, the XIV provides a highly flexible and scalable virtualized architecture, which enhances the company's business agility.
However, other clients were skeptical, and felt they needed additional "nobs" to prioritize different workloads. The new 10.2.4 microcode allows you to define four different "performance classes". This is like the door of a nightclub. All the regular people are waiting in a long line, but when a celebrity in a limo arrives, the bouncer unclips the cord, and lets the celebrity in. For each class, you provide IOPS and/or MB/sec targets, and the XIV manages to those goals. Performance classes are assigned to each host based on their value to the business.
Offline Initialization for Asynchronous Mirror.
Internally, we called this Truck Mode. Normally, when a customer decides to start using Asynchronous Mirror, they already have a lot of data at the primary location, and so there is a lot of data to send over to the new XIV box at the secondary location. This new feature allows the data to be dumped to tape at the primary location. Those tapes are shipped to the secondary location and restored on the empty XIV. The two XIV boxes are then connected for Asynchronous Mirroring, and checksums of each 64KB block are compared to determine what has changed at the primary during this "tape delivery time". This greatly reduces the time it takes for the two boxes to get past the initial synchronization phase.
IP-based Replication. When IBM first launched the Storwize V7000 last October, people commented that the one feature they felt missing was IP-based replication. Sure, we offered FCP-based replication as most other Enterprise-class disk systems offer today, but many midrange systems also offer IP-based repliation to reduce the need for expensive FCIP routers. [IBM Tivoli Storage FastBack for Storwize V7000] provides IP-based replication for Storwize V7000 systems.
Network Attached Storage
IBM announced two new models of the IBM System Storage N series. The midrange N6240 supports up to 600 drives, replacing the N6040 system. The entry-level N6210 supports up to 240 drives, and replaces the N3600 system. Details for both are available on the latest [data sheet].
IBM Real-Time Compression appliances work with all N series models to provide additional storage efficiency. Last October, I provided the [Product Name Decoder Ring] for the STN6500 and STN6800 models. The STN6500 supports 1 GbE ports, and the STN6800 supports 10GbE ports (or a mix of 10GbE and 1GbE, if you prefer). The IBM versions of these models were announced last December, but some people were on vacation and might have missed it. For more details of this, read the [Resources page], the [landing page], or [watch this video].
IBM System Storage DS3000 series
IBM System Storage [DS3524 Express DC and EXP3524 Express DC] models are powered with direct current (DC) rather than alternating current (AC). The DS3524 packs dual controllers and two dozen small-form factor (2.5 inch) drives in a compact 2U-high rack-optimized module. The EXP3524 provides addition disk capacity that can be attached to the DS3524 for expansion.
Large data centers, especially those in the Telecommunications Industry, receive AC from their power company, then store it in a large battery called an Uninterruptible Power Supply (UPS). For DC-powered equipment, they can run directly off this battery source, but for AC-powered equipment, the DC has to be converted back to AC, and some energy is lost in the conversion. Thus, having DC-powered equipment is more energy efficient, or "green", for the IT data center.
Whether you get the DC-powered or AC-powered models, both are NEBS-compliant and ETSI-compliant.
New Tape Drive Options for Autoloaders and Libraries
IBM System Storage [TS2900 Autoloader] is a compact 1U-high tape system that supports one LTO drive and up to 9 tape cartridges. The TS2900 can support either an LTO-3, LTO-4 or LTO-5 half-height drive.
IBM System Storage [TS3100 and TS3200 Tape Libraries] were also enhanced. The TS3100 can accomodate one full-height LTO drive, or two half-height drives, and hold up to 24 cartridges. The TS3200 offers twice as many drives and space for cartridges.
I gotten several emails expressing worry that I have fallen off the face of th earth. The last two weeks have been educational and eye-opening for me. I can't provide details in my blog, so I will just say that it involved government agencies that IBM refers to as "dark accounts", and that I am now back safely in the USA. Between adjusting to time zone differences, ridiculously long hours, and restricted access to the internet, I was unable to blog lately.
Instead, I will resume my coverage of the [IBM System Storage Technical University 2011]. The "Solutions Expo" runs Monday evening through Wednesday lunch. This is a chance for people to explore all the solutions that are part of IBM's large "eco-system" for IBM System storage and System x products. There were several sponsors for this event.
As is often the case at these conferences, the various booths hand out fun items. The hot items this year were tie-dyed tee-shirts from Qlogic, and propeller beanies from the IBM rack and power systems team. Here is Amanda, one of the bartenders showing off the latter.
After the expo on Tuesday night, my friends at [Texas Memory Systems] held an after-party. Unlike the pens, tee-shirts and keychains at the Expo, these guys had a raffle for real storage products. Here is Erik Eyberg handing out a RamSan PCIe card, valued at $14,000 or so. IBM recently certified the TMS RamSan as External SSD storage for the IBM SAN Volume Controller (SVC). The SVC can optimize performance using this for automated sub-LUN tiering with the IBM System Storage Easy Tier feature.
This week I got a comment on my blog post [IBM Announces another SSD Disk offering!]. The exchange involved Solid State Disk storage inside the BladeCenter and System x server line. Sandeep offered his amazing performance results, but we have no way to get in contact with him. So, for those interested, I have posted on SlideShare.net a quick five-chart presentation on recent tests with various SSD offerings on the eX5 product line here:
Wrapping up this week's theme on the XO laptop, I decided to take on thechallenge of printing. I managed to print from my XO laptop to my laserjet printer.I checked the One Laptop Per Child [OLPC] website,and found there is no built-in support for printers, but there have been several peopleasking how to print from the XO, so here are the steps I did to make it happen.
(Note: I did all of these steps successfully on my Qemu-emulated system first, and then performed them on my XO laptop)
Step 1: Determine if you have an acceptable printer
The XO laptop can only connect to a printer via USB cable or over the network.Check your printer to see if it supports either of these two options. In my case, my printer is connected to my Linksys hub that offers Wi-Fi in my home.
The XO runs a modified version of Red Hat's Fedora 7, so we need to also determineif the printer is supported on Linux.Check the [Open Printing Database]for the level of support. This database has come up with the following ranking system.Printers are categorized according to how well they work under Linux and Unix. The ratings do not pertain to whether or not the printer will be auto-recognized or auto-configured, but merely to the highest level of functionality achieved.
Perfectly - everything the printer can do is working also under Linux
Mostly - work almost perfectly - funny enhanced resolution modes may be missing, or the color is a bit off, but nothing that would make the printouts not useful
Partially - mostly don't work; you may be able to print only in black and white on a color printer, or the printouts look horrible
Paperweight - These printers don't work at all. They may work in the future, but don't count on it
If your printer only supports a parallel cable connection, or does not have a high enough ranking above, go buy another printer. The [Linux Foundation] websiteoffers a list of suggested printers and tutorials.
In my case, I have a Brother HL5250-DN black-and-white laserjet printer connected over a network to Windows XP, OS X and my other Linux systems. It is rated as supporting Linux perfectly, so I decided to use this for my XO laptop.
Step 2: Install Common UNIX Printing System (CUPS)
Technically, Linux is not UNIX, but for our purposes, close enough. Start the Terminalactivity, use "su" to change to root, and then use "yum" to install CUPS. Yum will automatically determine what other packages are needed, in this case paps and tmpwatch. Once installed, use "/usr/sbin/cupsd" to get the CUPS daemon started, and add this to the end ofrc.local so that it gets started every time you reboot.
Click graphic on the left to see larger view
[olpc@xo-10-CC-6F ~]$ subash-3.2# yum install cups...Total download size = 3.0 MIs this OK [y/N]? y
To download the appropriate drivers, you may need a browser that can handle file downloads. I have triedto do this with the built-in Browse activity (aka Gecko) but encountered problems. I have both Opera and Firefox installed, but I will focus on Opera for this effort.I also installed the older220.127.116.11 version of the Flash player (worked better than the latest 18.104.22.168 version) and Java JRE.Follow the OLPC Wiki instructions for [Opera, Adobe Flash,and Sun Java] installation, thenverify with the following [Java and Flash] testers.
Step 4: Download drivers and packages unique for your printer
In my case, I used Opera to get to the [Brother Linux Driver Homepage], and downloaded the RPM's for LPR and CUPS wrapper. These are the ones listed under "Drivers for Red Hat, Mandrake (Mandriva), SuSE". I saved these under "/home/olpc" directory.
By default, the root user has no password. However, you will need it to be something for later steps,so here is the process to create a root password. I set mine to "tony" which normallywould be considered too simple a password, but ignore those messages and continue.We will remove it in step 8 (below) to put things back to normal.
[olpc@xo-10-CC-6F ~]$ subash-3.2# passwdChanging password for user root.New UNIX password: tonyBAD PASSWORD: it is too shortRetype new UNIX password: tonypasswd: all authentication tokens updated successfullybash-3.2# exit[olpc@xo-10-CC-6F ~]$
Step 6: Launch CUPS administration
Here I followed the instructions in Robert Spotswood's [Printing In Linux with CUPS] tutorial.Launch the Opera browser, and enter "http://localhost:631/admin" as the URL. The localhostrefers to the laptop itself, and 631 is the special port that CUPS listens to from browsers. You can alsouse 127.0.0.1 as a shortcut for "localhost", and can be used interchangeably.
In my case, it detected both of my networked printers, so I selected the HL5250DN, entered thelocation of my PPD file "/usr/share/cups/model/HL5250DN.ppd" that was created in Step 4. I set the URI to "lpd://192.168.0.75/binary_p1" per the instructions [Network Setting in CUPS based Linux system] in the Brother FAQ page. I chage the page size from "A4" to "Letter".I set this printer as the default printer. When it asks for userid and password, that is whereyou would enter "root" for the user, and "tony" or whatever you decided to set your root password to.
Select "Print a Test Page" to verify that everything is working.
Step 7: Printing actual files
Sadly, I don't know Opera well enough to know how to print from there. So, I went over to my trustedFirefox browser. Select File->Page Setup to specify the settings, File->Print Preview tosee what it will look like, and then File->Print to send it to the printer.
To print the file "out.txt" that is in your /home/olpc directory, for example, enter"file:///home/olpc/out.txt" as the URL of the firefox browser. This will show the file,which you can then print to your printer. I had to specify 200% scaling otherwise the fontswere too small to read.
Step 8: Remove the "root" password
If you want to remove the root password, here are the steps.
[olpc@xo-10-CC-6F ~]$ suPassword: tonybash-3.2# passwd -d rootRemoving password for user root.passwd: Successbash-3.2# exit[olpc@xo-10-CC-6F ~]$
Now the problem is that there is no way to print stuff from any of the Sugar activities. The best place toput in print support would be the Journal activity. Along the bottom where the mounted USB keys arelocated could be an icon for a printer, and dragging a file down to the printer ojbect could cause it tobe send to the printer.
The alternative is to write some scripts invocable from the Terminal activity to determine what isin the journal, and send them to LPR with the appropriate parameters.
I did not have time to do either of these, but perhaps someone out there can take on that as a project.
If we have learned anything from last decade's Y2K crisis, is that we should not wait for the last minute to take action. Now is the time to start thinking about weaning ourselves off Windows XP. IBM has 400,000 employees, so this is not a trivial matter.
Already, IBM has taken some bold steps:
Last July, IBM announced that it was switching from Internet Explorer (IE6) to [Mozilla Firefox as its standard browser]. IBM has been contributing to this open source project for years, including support for open standards, and to make it [more accessible to handicapped employees with visual and motor impairments]. I use Firefox already on Windows, Mac and Linux, so there was no learning curve for me. Before this announcement, if some web-based application did not work on Firefox, our Helpdesk told us to switch back to Internet Explorer. Those days are over. Now, if a web-based application doesn't work on Firefox, we either stop using it, or it gets fixed.
IBM also announced the latest [IBM Lotus Symphony 3] software, which replaces Microsoft Office for Powerpoint, Excel and Word applications. Symphony also works across Mac, Windows and Linux. It is based on the OpenOffice open source project, and handles open-standard document formats (ODF). Support for Microsoft Office 2003 will also run out in the year 2014, so moving off proprietary formats to open standards makes sense.
I am not going to wait for IBM to decide how to proceed next, so I am starting my own migrations. In my case, I need to do it twice, on my IBM-provided laptop as well as my personal PC at home.
Last summer, IBM sent me a new laptop, we get a new one every 3-4 years. It was pre-installed with Windows XP, but powerful enough to run a 64-bit operating system in the future. Here are my series of blog posts on that:
I decided to try out Red Hat Enterprise Linux 6.1 with its KVM-based Red Hat Enterprise Virtualization to run Windows XP as a guest OS. I will try to run as much as I can on native Linux, but will have Windows XP guest as a next option, and if that still doesn't work, reboot the system in native Windows XP mode.
So far, I am pleased that I can do nearly everything my job requires natively in Red Hat Linux, including accessing my Lotus Notes for email and databases, edit and present documents with Lotus Symphony, and so on. I have made RHEL 6.1 my default when I boot up. Setting up Windows XP under KVM was relatively simple, involving an 8-line shell script and 54-line XML file. Here is what I have encountered:
We use a wonderful tool called "iSpring Pro" which merges Powerpoint slides with voice recordings for each page into a Shockwave Flash video. I have not yet found a Linux equivalent for this yet.
To avoid having to duplicate files between systems, I use instead symbolic links. For example, my Lotus Notes local email repository sits on D: drive, but I can access it directly with a link from /home/tpearson/notes/data.
While my native Ubuntu and RHEL Linux can access my C:, D: and E: drives in native NTFS file system format, the irony is that my Windows XP guest OS under KVM cannot. This means moving something from NTFS over to Ext4, just so that I can access it from the Windows XP guest application.
For whatever reason, "Password Safe" did not run on the Windows XP guest. I launch it, but it takes forever to load and never brings up the GUI. Fortunately, there is a Linux version [MyPasswordSafe] that seems to work just fine to keep track of all my passwords.
Personal home PC
My Windows XP system at home gave up the ghost last month, so I bought a new system with Windows 7 Professional, quad-core Intel processor and 6GB of memory. There are [various editions of Windows 7], but I chose Windows 7 Professional to support running Windows XP as a guest image.
Here's is how I have configured my personal computer:
I actually found it more time-consuming to implement the "Virtual PC" feature of Windows 7 to get Windows XP mode working than KVM on Red Hat Linux. I am amazed how many of my Windows XP programs DO NOT RUN AT ALL natively on Windows 7. I now have native 64-bit versions of Lotus Notes and Symphony 3, which will do well enough for me for now.
I went ahead and put Red Hat Linux on my home system as well, but since I have Windows XP running as a guest under Windows 7, no need to duplicate KVM setup there. At least if I have problems with Windows 7, I can reboot in RHEL6 Linux at home and use that for Linux-native applications.
Hopefully, this will position me well in case IBM decides to either go with Windows 7 or Linux as the replacement OS for Windows XP.
Well, it's Tuesday, and you know what that means... IBM announcements!
In today's environment, clients expect more from their storage, and from their storage provider. The announcements span the gamut, from helping to use Business Analytics to analyze Big Data for trends, insights and patterns, to managing private, public and hybrid cloud environments, all with systems that are optimized for their particular workloads.
There are over a dozen different announcements, so I will split these up into separate posts. Here is part 1.
IBM Scale Out Network Attach Storage (SONAS) R1.3
I have covered [IBM SONAS] for quite some time now. Based on IBM's General Parallel File System (GPFS), this integrated system combines servers, storage and software into a fully functional scale-out NAS solution that support NFS, CIFS, FTP/SFTP, HTTP/HTTPS, and SCP protocols. IBM continues its technical leadership in the scale-out NAS marketplace with new hardware and software features.
The hardware adds new disk options, with 900GB SAS 15K RPM drives, and 3TB NL-SAS 7200 RPM drives. These come in 4U drawers of 60 drives each, six ranks of ten drives each. So, with the high-performance SAS drives that would be about 43TB usable capacity per drawer, and with the high-capacity NL-SAS drives about 144TB usable. You can have any mix of high-performance drawers and high-capacity drawers, up to 7200 drives, for a maximum usable capacity of 17PB usable (21PB for those who prefer it raw). This makes it the largest commercial scale-out NAS in the industry. This capacity can be made into one big file system, or divided up to 256 smaller file systems.
In addition to snapshots of each file system, you can divide the file system up into smaller tree branches and snapshot these independently as well. The tree branches are called fileset containers. Furthermore, you can now make writeable clones of individual files, which provides a space-efficient way to create copies for testing, training or whatever.
Performance is improved in many areas. The interface nodes now can support a second dual-port 10GbE, and replication performance is improved by 10x.
SONAS supports access-based enumeration, which means that if there are 100 different subdirectories, but you only have authority to access five of them, then that's all you see, those five directories. You don't even know the other 95 directories exist.
I saved the coolest feature for last, it is called Active Cloud Engine™ that offers both local and global file management. Locally, Active Cloud Engine placement rules to decide what type of disk a new file should be placed on. Management rules that will move the files from one disk type to another, or even migrates the data to tape or other externally-managed storage! A high-speed scan engine can rip through 10 million files per node, to identify files that need to be moved, backed up or expired.
Globally, Active Cloud Engine makes the global namespace truly global, allowing the file system to span multiple geographic locations. Built-in intelligence moves individual files to where they are closest to the users that use them most. This includes an intelligent push-over-WAN write cache, on-demand pull-from-WAN cache for reads, and will even pre-fetch subsets of files.
No other scale-out NAS solution from any other storage vendor offers this amazing and awesome capability!
IBM® Storwize® V7000
Last year, we introduced the [IBM Storwize V7000], a midrange disk system with block-level access via FCP and iSCSI protocols. The 2U-high control enclosure held two cannister nodes, a 12-drive or 24-drive bay, and a pair of power-supply/battery UPS modules. The controller could attach up to nine expansion enclosures for more capacity, as well as virtualize other storage systems. This has been one of our most successful products ever, selling over 100PB in the past 12 months to over 2,500 delighted customers.
The 12-drive enclosure now supports both 2TB and 3TB NL-SAS drives. The 24-drive enclosures support 200/300/400GB Solid-State Drives (SSD), 146 and 300GB 15K RPM drives, 300/450/600GB 10K RPM drives, and a new 1TB NL-SAS drive option. For those who want to set up "Flash-and-Stash" in a single 2U drawer, now you can combine SSD and NL-SAS in the 24-drive enclosure! This is the perfect platform for IBM's Easy Tier sub-LUN automated tiering. IBM's Easy Tier is substantially more powerful and easier to use than EMC's FAST-VP or HDS's Dynamic Tiering.
Last week, at Oracle OpenWorld, there were various vendors hawking their DRAM/SSD-only disk systems, including my friends at Texas Memory Systems, Pure Storage, and Violin Memory Systems. When people came to the IBM booth to ask what IBM offers, I explained that both the IBM DS8000 and the Storwize V7000 can be outfitted in this manner. With the Storwize V7000, you can buy as much or little SSD as you like. You do not have to buy these drives in groups of 8 or 16 at a time.
The Storwize V7000 is the sister product of the IBM SAN Volume Controller, so you can replicate between one and the other. I see two use cases for this. First, you might have a SVC at a primary location, and decide to replicate just the subset of mission-critical production data to a remote location, and use the Storwize V7000 as the target device. Secondly, you could have three remote or branch offices (ROBO) that replicate to a centralized data center SAN Volume Controller.
Lastly, like the SVC, the Storwize V7000 now supports clustering so that you can now combine multiple control enclosures together to make a single system.
IBM® Storwize® V7000 Unified
Do you remember how IBM combined the best of SAN Volume Controller, XIV and DS8000 RAID into the Storwize V7000? Well, IBM did it again, combining the best of the Storwize V7000 with the common NAS software base developed for SONAS into the new "Storwize V7000 Unified".
You can upgrade your block-only Storwize V7000 into a file-and-block "Storwize V7000 Unified" storage system. This is a 6U-high system, consisting of a pair of 2U-high file modules connected to a standard 2U-high control enclosure. Like the block-only version, the control enclosure can attach up to nine expansion enclosures, as well as all the same support to virtualize external disk systems. The file modules combine the management node, interface node and storage node functionality that SONAS R1.3 offers.
What exactly does that mean for you? In addition to FCP and iSCSI for block-level LUNs, you can carve out file systems that support NFS, CIFS, FTP/SFTP, HTTP/HTTPS, and SCP protocols. All the same support as SONAS for anti-virus checking, access-based enumeration, integrated TSM backup and HSM functionality to migrate data to tape, NDMP backup support for other backup software, and Active Cloud Engine's local file management are all included!
IBM SAN Volume Controller V6.3
The SAN Volume Controller [SVC] increases its stretched cluster to distances up to 300km. This is 3x further than EMC's VPLEX offering. This allows identical copies of data to be kept identical in both locations, and allows for Live Partition Mobility or VMware vMotion to move workloads seamlessly from one data center to another. Combining two data centers with an SVC stretch cluster is often referred to as "Data Center Federation".
The SVC also introduces a low-bandwidth option for Global Mirror. We actually borrowed this concept from our XIV disk system. Normally, SVC's Global Mirror will consume all the bandwidth it can to keep the destination copy of the data within a few seconds of currency behind the source copy. But do you always need to be that current? Can you afford the bandwidth requirements needed to keep up with that? If you answered "No!" to either of these, then the low-bandwidth option is you. Basically, a FlashCopy is done on the source copy, this copy is then sent over to the destination, and a FlashCopy is made of that. The process is then repeated on a scheduled basis, like every four hours. This greatly reduces the amount of bandwidth required, and for many workloads, having currency in hours, rather than seconds, is good enough.
I am very excited about all these announcements! It is a good time to be working for IBM, and look forward to sharing these exciting enhancements with clients at the Tucson EBC.
Well, it's Tuesday again, and you know what that means! IBM Announcements!
Today, IBM announced its latest IBM Tivoli Key Lifecycle Manager (TKLM) 2.0 version. Here's a quick recap:
Centralized Key Management
Centralized and simplified encryption key management through Tivoli Key Lifecycle Manager's lifecycle of creation, storage, rotation, and protection of encryption keys and key serving through industry standards. TKLM is available to manage the encryption keys for LTO-4, LTO-5, TS1120 and TS1130 tape drives enabled for encryption, as well as DS8000 and DS5000 disk systems using Full Disk Encryption (FDE) disk drives.
Partitioning of Access Control for Multitenancy
Access control and partitioning of the key serving functions, including end-to-end authentication of encryption clients and security of exchange of encryption keys, such that groups of devices have different sets of encryption keys with different administrators. This enables [multitenancy] or multilayer security of a shared infrastructure using encryption as an enforcement mechanism for access control. As Information Technology shifts from on-premises to the cloud, multitenancy will become growingly more important.
Support for KMIP 1.0 Standard
Support for the new key management standard, Key Management Interoperability Protocol (KMIP), released through the Organization for the Advancement of Structured Information Standards [OASIS]. This new standard enables encryption key management for a wide variety of devices and endpoints. See the
[22-page KMIP whitepaper] for more information.
As much as I like to poke fun at Oracle, with hundreds of their Sun/StorageTek clients switching over to IBM tape solutions every quarter, I have to give them kudos for working cooperatively with IBM to come up with this KMIP standard that we can both support.
Support for non-IBM devices from Emulex, Brocade and LSI
Support for IBM self-encrypting storage offerings as well as suppliers of IT components which support KMIP, including a number of supported non-IBM devices announced by business partners such as Emulex, Brocade, and LSI. KMIP support permits you to deploy Tivoli Key Lifecycle Manager without having to worry about being locked into a proprietary key management solution. If you are a client with multiple "Encryption Key Management" software packages, now is a good time to consolidate onto IBM TKLM.
Role-based access control for administrators that allows multiple administrators with different roles and permissions to be defined, helping increase the security of sensitive key management operations and better separation of duties. For example, that new-hire college kid might get a read-only authorization level, so that he can generate reports, and pack the right tapes into cardboard boxes. Meanwhile, for that storage admin who has been running the tape operations for the past ten years, she might get full access. The advantage of role-based authorization is that for large organizations, you can assign people to their appropriate roles, and you can designate primary and secondary roles in case one has to provide backup while the other is out of town, for example.
Well it's Tuesday again, and you know what that means... IBM announcements! Yesterday, at the IBM Edge conference here in Orlando, Florida, IBM announced its new apporach to storage, and a whole bunch of storage products, enhancements, and services. I will focus on some key ones here, and save the rest for next week.
IBM SAN Volume Controller (SVC) v6.4
The SVC is IBM's enterprise-class storage hypervisor. The latest software release, v6.4, can be installed on any SVC hardware, from the 2145-8F2 introduced back in 2005, to newer models like the 2145-CG8. Here are the key features:
Fibre Channel over Ethernet (FCoE) -- This is complete end-to-end support. For SVC units with 10GbE ports, these ports can be now be used for FCoE. This allows hosts to attach to SVC via FCoE, allows SVC node-to-node communication for clustering, and allows SVC to communicate to back-end devices via FCoE.
Real-Time Compression -- IBM ported over the patent Random Access Compression Engine (RACE) from the Real-Time Compression Appliances to SVC v6.4. This allows primary data, accessed via block-based protocols, to be compressed up to 80 percent. This feature is an extra priced feature by TB.
Non-Disruptive Volume move between I/O Groups -- If you don't already have SVC, you don't need to worry about this. For existing SVC customers, this allows volumes to be associated with two or more I/O groups, and that you can add or remove I/O groups non-disruptively. For example, if you want to move a volume from IOG1 to IOG2, then you add IOG2 to the list of I/O groups for the volume, let the multi-pathing software discover the additional paths, the remove IOG1, which then marks the previous IOG1 paths inactive. All this can be done while applications read and write data.
Dedicate FCP ports for Replication -- If you activate the two 10GbE Ethernet ports for FCoE, you can free up two FCP ports that you can dedicate for long-distance Metro Mirror or Global Mirror.
If you have SVC today, but are running an old release like v4.3 or v5.1, I recommennd you upgrade up to at least v6.2.05 release now. This release has been out for a year and is very stable, and serves as a great platform for a later upgrade to SVC v6.4.
IBM Storwize V7000 v6.4
The Storwize V7000 is IBM's midrange storage hypervisor. The latest software release, v6.4, can be installed on existing block-only Storwize V7000 units in the field. The Storwize V7000 v6.4 gets all the features listed above, as well as the following:
Four-way clustering -- Previously, you could cluster two Storwize V7000 controller enclosures together (4 canisters total). To cluster three or four controllers required an RPQ. Now, IBM supports up to four Storwize V7000 controller enclosures (8 canisters) without an RPQ.
Direct Fibre Channel attach -- A lot of people are using Storwize V7000 inside single-rack configurations, so it makes sense not to require a SAN switch for just a few Windows, Linux or VMware servers. An RPQ is now available to allow this to happen.
IBM Tivoli Storage Productivity Center (TPC) v5.1
TPC is already ranked one of the best Storage Infrastructure Management software in the market, and this release will just solidify its lead. Key features include:
Upward integration to higher level management systems
A new, intuitive, easy-to-use web-based GUI inspired by the XIV GUI
Integration of COGNOS to be able to generate and customize reports
Support for SONAS systems
There are several presentations on TPC this week that will go into more detail. Check out the [TPC Facebook page].
My latest book Inside System Storage: Volume IV is now available!
Yes, can you believe it? I have published my fourth volume in my "Inside System Storage" series! It is available in three formats:
Hardcover with dust jacket
eBook (Adobe Acrobat PDF)
You can order this, and all my other books, in all formats, directly from my [Author Spotlight] page. The paperback will also be available soon from other online booksellers, search for ISBN 978-1-105-72213-4.
IBM DS3500 Express
The DS3500 is our entry-level block-based device, designed specifically for random I/O workloads. This includes databases, email repositories, traditional business applications, and on-line transactional workloads. Here are the new features:
Dynamic Disk Pooling, similar to what XIV does to reduce disk rebuild times, but using a RAID-6 like approach per chunk of data.
Thin Provisioning using Dynamic Disk Pooling
Asynchronous Logical Unit Access (ALUA) failover
Enhanced FlashCopy, improved scalability, consistency groups and rollback support
VMware API for Array Integration (VAAI) support. This includes Write Same, Extended Copy, and Atomic Test & Set.
The DS3500 replaces the previous models of DS3200, DS3300 and DS3400 models.
The DCS3700 is our entry-level/midrange block-based device, replacing the DCS9900 model, designed specifically for sequential I/O workloads. This includes Big Data analytics, Hadoop, High Performance Computing (HPC), video surveillance, and television broadcasting. It holds 60 drives in a 4U controller enclosure.
My colleagues, Harley Puckett (left) and Jack Arnold (right) were highlighted in today's Arizona Daily Star, our local newspaper, as part of an article on IBM's success and leadership in the IT storage industry. At 1400 employees here in Tucson, IBM is Southern Arizona's 36th largest employer.
Highlighted in the article:
DS8700 with the new Easy Tier feature
TS7650 ProtecTIER virtual tape library with data deduplication capability
LTO-5 tape and the new Long Term File System (LTFS)
XIV with the new 2TB drive, for a maximum per-rack usable capacity of 161 TB.
In his last post in this series, he mentions that the amazingly successful IBM SAN Volume Controller was part of a set of projects:
"IBM was looking for "new horizon" projects to fund at the time, and three such projects were proposed and created the "Storage Software Group". Those three projects became know externally as TPC, (TotalStorage Productivity Center), SanFS (SAN File System - oh how this was just 5 years too early) and SVC (SAN Volume Controller). The fact that two out of the three of them still exist today is actually pretty good. All of these products came out of research, and its a sad state of affairs when research teams are measured against the percentage of the projects they work on, versus those that turn into revenue generating streams."
But this raises the question: Was SAN File System just five years too early?
IBM classifies products into three "horizons"; Horizon-1 for well-established mature products, Horizon-2 was for recently launched products, and Horizon-3 was for emerging business opportunities (EBO). Since I had some involvement with these other projects, I thought I would help fill out some of this history from my perspective.
Back in 2000, IBM executive [Linda Sanford] was in charge of IBM storage business and presented that IBM Research was working on the concept of "Storage Tank" which would hold Petabytes of data accessible to mainframes and distributed servers.
In 2001, I was the lead architect of DFSMS for the IBM z/OS operating system for mainframes, and was asked to be lead architect for the new "Horizon 3" project to be called IBM TotalStorage Productivity Center (TPC), which has since been renamed to IBM Tivoli Storage Productivity Center.
In 2002, I was asked to lead a team to port the "SANfs client" for SAN File System from Linux-x86 over to Linux on System z. How easy or difficult to port any code depends on how well it was written with the intent to be ported, and porting the "proof-of-concept" level code proved a bit too challenging for my team of relative new-hires. Once code written by research scientists is sufficiently complete to demonstrate proof of concept, it should be entirely discarded and written from scratch by professional software engineers that follow proper development and documentation procedures. We reminded management of this, and they decided not to make the necessary investment to add Linux on System z as a supported operating system for SAN file system.
In 2003, IBM launched Productivity Center, SAN File System and SAN Volume Controller. These would be lumped together with Horizon-1 product IBM Tivoli Storage Manager and the four products were promoted together as the inappropriately-named [TotalStorage Open Software Family]. We actually had long meetings debating whether SAN Volume Controller was hardware or software. While it is true that most of the features and functions of SAN Volume Controller is driven by its software, it was never packaged as a software-only offering.
The SAN File System was the productized version of the "Storage Tank" research project. While the SAN Volume Controller used industry standard Fibre Channel Protocol (FCP) to allow support of a variety of operating system clients, the SAN File System required an installed "client" that was only available initially on AIX and Linux-x86. In keeping with the "open" concept, an "open source reference client" was made available so that the folks at Hewlett-Packard, Sun Microsystems and Microsoft could port this over to their respective HP-UX, Solaris and Windows operating systems. Not surprisingly, none were willing to voluntarily add yet another file system to their testing efforts.
Barry argues that SANfs was five years ahead of its time. SAN File System tried to bring policy-based management for information, which has been part of DFSMS for z/OS since the 1980s, over to distributed operating systems. The problem is that mainframe people who understand and appreciate the benefits of policy-based management already had it, and non-mainframe couldn't understand the benefits of something they have managed to survive without.
(Every time I see VMware presented as a new or clever idea, I have to remind people that this x86-based hypervisor basically implements the mainframe concept of server virtualization introduced by IBM in the 1970s. IBM is the leading reseller of VMware, and supports other server virtualization solutions including Linux KVM, Xen, Hyper-V and PowerVM.)
To address the various concerns about SAN File System, the proof-of-concept code from IBM Research was withdrawn from marketing, and new fresh code implementing these concepts were integrated into IBM's existing General Parallel File System (GPFS). This software would then be packaged with a server hardware cluster, exporting global file spaces with broad operating system reach. Initially offered as IBM Scale-out File Services (SoFS) service offering, this was later re-packaged as an appliance, the IBM Scale-Out Network Attached Storage (SONAS) product, and as IBM Smart Business Storage Cloud (SBSC) cloud storage offering. These now offer clustered NAS storage using the industry standard NFS and CIFS clients that nearly all operating systems already have.
Today, these former Horizon-1 products are now Horizon-2 and Horizon-3. They have evolved. Tivoli Storage Productivity Center, GPFS and SAN Volume Controller are all market leaders in their respective areas.
Every year, I teach hundreds of sellers how to sell IBM storage products. I have been doing this since the late 1990s, and it is one task that has carried forward from one job to another as I transitioned through various roles from development, to marketing, to consulting.
This week, I am in the city of Taipei [Taipei] to teach Top Gun sales class, part of IBM's [Sales Training] curriculum. This is only my second time here on the island of Taiwan.
As you can see from this photo, Taipei is a large city with just row after row of buildings. The metropolitan area has about seven million people, and I saw lots of construction for more on my ride in from the airport.
The student body consists of IBM Business Partners and field sales reps eager to learn how to become better sellers. Typically, some of the students might have just been hired on, just finished IBM Sales School, a few might have transferred from selling other product lines, while others are established storage sellers looking for a refresher on the latest solutions and technologies.
I am part of the teach team comprised of seven instructors from different countries. Here is what the week entails for me:
Monday - I will present "Selling Scale-Out NAS Solutions" that covers the IBM SONAS appliance and gateway configurations, and be part of a panel discussion on Disk with several other experts.
Tuesday - I have two topics, "Selling Disk Virtualization Solutions" and "Selling Unified Storage Solutions", which cover the IBM SAN Volume Controller (SVC), Storwize V7000 and Storwize V7000 Unified products.
Wednesday - I will explain how to position and sell IBM products against the competition.
Thursday - I will present "Selling Infrastructure Management Solutions" and "Selling Unified Recovery Management Solutions", which focus on the IBM Tivoli Storage portfolio, including Tivoli Storage Productivity Center, Tivoli Storage Manager (TSM), and Tivoli Storage FlashCopy Manager (FCM). The day ends with the dreaded "Final Exam".
Friday - The students will present their "Team Value Workshop" presentations, and the class concludes with a formal graduation ceremony for the subset of students who pass. A few outstanding students will be honored with "Top Gun" status.
These are the solution areas I present most often as a consultant at the IBM Executive Briefing Center in Tucson, so I can provide real-life stories of different client situations to help illustrate my examples.
The weather here in Taipei calls for rain every day! I was able to take this photo on Sunday morning while it was still nice and clear, but later in the afternoon, we had quite the downpour. I am glad I brought my raincoat!
Back in Februray, my blog post [A Box Full of Floppies] mentioned that I uncovered some diskettes compressed with OS/2 Stacker. Jokingly, I suggested that I may have to stand up an OS/2 machine just to check out what is actually on those floppies. Each floppy contains only three files: README.STC, STACKER.EXE and a hidden STACKVOL.DSK file. The README.STC explains that the disk is compressed by Stacker, a program developed by [Stac Electronics, Inc.]. The STACKER.EXE would not run on Windows XP, Vista or Windows 7. The STACKVOL.DSK is just a huge binary file, like a ZIP file, compressed with [Lempel-Ziv-Stac] algorithm that combines Lempel-Ziv with Huffman coding.
In my follow-up post [Like Sands in an Hourglass], I explained how there are many ways I could have tackled this project. I could either use the Emulation approach and try to build an OS/2 guest image under a hypervisor like VMware, KVM or VirtualBox, or just take the Museum approach and try taking one of my half dozen old machines, wipe it clean and stand up OS/2 on it bare metal. This turned out to be more challenging than I expected. The systems I have that are modern and powerful enough to run hypervisors don't have floppy drives, so I opted for the Museum approach.
(A quick [history of OS/2] might be helpful. IBM and Microsoft jointly developed OS/2 back in 1985. By 1990, Microsoft decided it's own Windows operating system was more popular with the ladies, and decided to break off with IBM. In 1992, IBM release OS/2 version 2.0, touted as "a better DOS than DOS and a better Windows than Windows!" Both parties maintained ownership rights, Microsoft renamed OS/2 to Windows NT. The "NT" stood for New Technology, the basis for all of the enterprise-class Windows servers used today. IBM named its version of OS/2 version 3 and 4 "WARP", with the last version 4.52 released in 2001. In its heyday, OS/2 ran the majority of Automated Teller Machines (ATMs), was used for hardware management consoles (HMC), and was used worldwide to run various Railway systems. After 2001, IBM encouraged people to transition from Windows or OS/2 over to Java and Linux. For those that can't or won't leave OS/2, IBM partnered with Serenity Systems to continue OS/2 under the brand [eComStation].)
Working with an IBM [ThinkCentre 8195-E2U Pentium 4 machine] with 640MB RAM and 80GB hard disk, a CD-rom and one 3.5-inch floppy drive, I first discovered that OS/2 is limited to very small amounts of hard disk. There are limits on [file systems and partition sizes] as well as the infamous [1024-cylinder limit] for bootable operating systems. Having a completely empty drive didn't work, as the size of the disk was too big. Carving out a big partition out of this also failed, as it exceeded the various limits. Each time, it felt the partition table was corrupted because the values were so huge. Even modern Disk Partitioning tools ([SysRescueCD] or [PartedMagic]) didn't work, as these create partitions not recognizable to OS/2.
The next obstacle I knew I would encounter would be device drivers. OS/2 comes as a set of three floppy diskettes and a CD-rom. The bootable installation disk was referred to affectionately as "Disk 0", then Disk 1, then Disk 2. Once all drivers have been loaded into memory, then it can start looking at the CDrom, and continue with the installation. In searching for updated drivers, I came across [Updated OS/2 Warp 4 Installation Diskettes] to address problems with newer display monitors. It also addresses the 8.4GB volume limit.
The updates were in the form of EXE files that only execute in a running DOS or OS/2 environment, expanded onto a floppy diskette. It seemed like [Catch-22], I need a working DOS or OS/2 system to run the update programs to create the diskettes, but need the diskettes to build a working system.
To get around this, I decided to take a "scaffolding" approach. Using DOS 6 bootable floppy, I was able to re-partition the drive with FDISK into two small 1.9GB partitions. I have the full five-floppy IBM DOS 6 set, I hid the first partition for OS/2, and install the DOS 6 GUI on the second partition. I went ahead and added a few new subdirectories: BOOT to hold Grub2, PERSONAL to hold the data I decompress from the floppies, and UTILS to hold additional utilities. This little DOS system worked, and I now have new OS/2 "Disk 1" and "Disk 2" for the installation process.
(If you don't have a full set of DOS installation diskettes, you can make due with "FORMAT C: /S" from a [DOS boot disk], and then just copy over all the files from the boot disk to your C: drive. You won't have a nice DOS GUI, but the command line prompt will be enough to proceed.)
Like DOS, OS/2 expects to be installed on the C: drive. I hid the second partition (DOS), and marked the first partition installable and bootable. The OS/2 installation involves a lot of reboots, and the hard drive is not natively bootable in the intermediate stages. This means having to boot from Disk 0, then putting in Disk 1, then disk 2, before continuing the next phase of the installation. I tried to keep the installation as "Plain Vanilla" as possible.
I had to figure out what to include, and what to exclude, and this involved a lot of trial and error. For example, one of the choices was for "external diskette support". Since I had an "internal diskette drive", I didn't think I needed it. But after a full install, I discovered that it would not read or write floppy diskettes, so it appears that I do indeed need this support.
OS/2 supports two different file systems, FAT16 and the High Performance File System (HPFS). Since my partition was only 1.9GB in size, I chose just to use FAT16. HPFS supported larger disk partitions, longer file names, and faster performance, none of which I need for these purposes.
I thought it would be nice to get TCP/IP networking to work with my Ethernet card. However, after many attempts, I decided against this. I needed to focus on my mission, which was to decompress floppy diskettes. It was amusing to see that OS/2 supported all kinds of networking, including Token Ring, System Management, Remote Access, Mobile Access Services, File and Print.
Once all the options are chosen, OS/2 installation then proceeds to unpack and copy all the programs to the C: drive. During this process, IBM had informational splash screens. Here's one that caught my eye, titled "IBM Means Three Things" that listed three reasons to partner with IBM:
Providing global solutions for a small planet
Creating and Applying advanced technologies to improve with which customers run their businesses
Constantly improving customer service with the products and services we provide
You might wonder how these OS/2 splash screens, written over 10 years ago, can appear almost identical to IBM's current [Smarter Planet] campaign. Actually, it is not that odd. IBM has been keeping to these same core principles since 1911, only the words to describe and promote these core values have changed.
To access both OS/2 and DOS partitions, I installed Grand Unified Bootloader [Grub2] on the DOS partition under C:/BOOT/GRUB directory. However, when I boot OS/2, I cannot see the DOS partition. And when I boot DOS, I cannot see the OS/2 partition. Each operating system thinks its C: drive is the only partition on the system.
Now that I had OS/2 running, I was then able to install Stacker from two floppy diskettes. With this installed, I can compress and decompress data on either the hard disk, or on floppy diskettes. Most of the files were flat text documents and digital photos. After copying the data off the compressed disks onto my hard drive, I now can copy them off to a safe place.
To finish this project, I installed Ubuntu Linux on the remaining 76GB of disk space, which can access both the OS/2 and DOS drives FAT16 file systems natively. This allows me to copy files from OS/2 to DOS or vice versa.
Now that I know what data types are on the diskettes, I determined that I could have decompressed the data in just a few steps:
Set up a DOS partition on C: drive
Insert one of the compressed diskettes into the floppy drive
Copy the STACKER.EXE program from the floppy to the C: drive
Run "STACKER A:" to decompress the floppy diskette
However, now that I have a working DOS and OS/2 system, I can possibly review the rest of my floppy diskettes, some of which may require running programs natively on OS/2 or DOS. This brings me to an important lesson. If you are going to keep archive data for long-term retention, you need to choose file formats that can be read by current operating systems and programs. Installing older operating systems and programs to access proprietary formats can be quite time-consuming, and may not always be possible or desirable.