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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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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!
Last week, on January 31, two of my colleagues retired from IBM. At IBM, retirements always happen on the last day of the month. Here is my memories of each, listed alphabetically by last name.
Mark Doumas retires after working 32 years with IBM. Mark was my manager for a few months in 2003. Back then, IBM was working on launching a variety of new products, including the IBM SAN File System (SFS), the IBM SAN Volume Controller (SVC), a new release of Tivoli Storage Manager (TSM), and TotalStorage Productivity Center (TPC), which was later renamed to IBM Tivoli Storage Productivity Center.
Mark was manager of the portfolio management team, and I was asked to manage the tape systems portfolio. I am no stranger to tape, as one of my 19 patents is for the pre-migration feature of the IBM 3494 Virtual Tape Server (VTS). The portfolio included LTO and Enterprise tape drives, tape libraries and virtual tape systems. My job was to help decide how much of IBM's money we should invest in each product area. This was less of a technical role, and more of a business-oriented project management position
Portfolio management is actually part of a chain of project management roles. At the lowest level are team leads that manage individual features, referred to as line items of a release. Release managers are responsible for all the line items of a particular release. Product managers determine which line items will be shipped in which release, and often have to balance across three or more releases. Architects help determine which products in a portfolio should have certain features. Since I was chief architect for DFSMS and Productivity Center, stepping up to portfolio manager was naturally the next rung on the career ladder.
(Side note: If you were wondering why I was only a few months on the job, it was because I was offered an even better position as Technical Evangelist for SVC. See my 2007 blog post [The Art of Evangelism] for a humourous glimpse of the kind of trouble I got in with that title on my business card!)
While my stint in this role was brief, I am still considered an honorary member of the tape development team. Nearly every week I present an overview of our tape systems portfolio at the Tucson Executive Briefing Center, or on the road at conferences and marketing events.
This year, 2012, marks the 60th anniversary of IBM Tape, but I will save that for a future post!
Jim is an IBM Fellow for IBM Systems and Technology Group. There are only 73 IBM Fellows currently working for IBM, and this is the highest honor IBM can bestow on an employee. He has been working with IBM since 1968 and now retires after 44 years! Jim was tasked with predicting the future of IT, and help drive strategic direction for IBM. Cost pressures, requirements for growth, accelerating innovation and changing business needs help influence this direction.
Many consider Jim one of the fathers of server virtualization. For those who think VMware invented the concept of running multiple operating systems on a single host machine, guess again! IBM developed the first server hypervisor in 1967, and introduced the industry's first [offical VM product on August 2, 1972] for the mainframe.
When I joined IBM in 1986, my first job was to work on what was then called DFHSM software for the MVS operating system. Each software engineer had unlimited access to his or her own VM instance of a mainframe for development and testing. This was way better than what we had in college, having to share time on systems for only a few minutes or hours per day. Today, DFHSM is now called the DFSMShsm component of DFSMS, an element of the z/OS operating system.
At various conferences like [SHARE] and [WAVV] we celebrated VM's 25th anniversary in 1997, and its 30th anniversary in 2002. Today, it is called z/VM and IBM continues to invest in its future. Last October, IBM announced [z/VM 6.2] release which provides Live Guest Relocation (LGR) to seemlessly move VM guest images from one mainframe to another, similar to PowerVM's Live Partition Mobility or VMware's VMotion.
Lately, it seems employees at other companies jump from job to job, and from employer to employer, on average every 4.1 years. According to [National Longitudinal Surveys] conducted by the [US. Government's Bureau of Labor Statistics], the average baby boomer holds 11 jobs. In contrast, it is quite common to see IBMers work the majority of their career at IBM.
The next time you have a tasty beverage in your hand, raise your glass! To Mark and Jim, you have earned our respect, and you both have certainly earned your retirement!
Continuing my coverage of the 30th annual [Data Center Conference]. here is a recap of Wednesday morning sessions.
A Data Center Perspective on MegaVendors
The morning started with a keynote session. The analyst felt that the eight most strategic or disruptive companies in the past few decades were: IBM, HP, Cisco, SAP, Oracle, Apple and Google. Of these, he focused on the first three, which he termed the "Megavendors", presented in alphabetical order.
Cisco enjoys high-margins and a loyal customer base with Ethernet switch gear. Their new strategy to sell UP and ACROSS the stack moves them into lower-margin business like servers. Their strong agenda with NetApp is not in sync with their partnership with EMC. They recently had senior management turn-over.
HP enjoys a large customer base and is recognized for good design and manufacturing capabilities. Their challenges are mostly organizational, distracted by changes at the top and an untested and ever-changing vision, shifting gears and messages too often. Concerns over the Itanium have not helped them lately.
IBM defies simple description. One can easily recognize Cisco as an "Ethernet Switch" company, HP as a "Printer Company", Oracle as a "Database Company', but you can't say that IBM is an "XYZ" company, as it has re-invented itself successfully over its past 100 years, with a strong focus on client relationships. IBM enjoys high margins, sustainable cost structure, huge resources, a proficient sales team, and is recognized for its innovation with a strong IBM Research division. Their "Smarter Planet" vision has been effective in supporting their individual brands and unlock new opportuties. IBM's focus on growth markets takes advantage of their global reach.
His final advice was to look for "good enough" solutions that are "built for change" rather than "built to last".
Chris works in the Data Center Management and Optimization Services team. IBM owns and/or manages over 425 data centers, representing over 8 million square feet of floorspace. This includes managing 13 million desktops, and 325,000 x86 and UNIX server images, and 1,235 mainframes. IBM is able to pool resources and segment the complexity for flexible resource balancing.
Chris gave an example of a company that selected a Cloud Compute service provided on the East coast a Cloud Storage provider on the West coast, both for offering low rates, but was disappointed in the latency between the two.
Chris asked "How did 5 percent utilization on x86 servers ever become acceptable?" When IBM is brought in to manage a data center, it takes a "No Server Left Behind" approach to reduce risk and allow for a strong focus on end-user transition. Each server is evaluated for its current utilization:
Amazingly, many servers are unused. These are recycled properly.
1 to 19 percent
Workload is virtualized and moved to a new server.
20 to 39 percent
Use IBM's Active Energy Manager to monitor the server.
40 to 59 percent
Add more VMs to this virtualized server.
over 60 percent
Manage the workload balance on this server.
This approach allows IBM to achieve a 60 to 70 percent utilization average on x86 machines, with an ROI payback period of 6 to 18 months, and 2x-3x increase of servers-managed-per-FTE.
Storage is classified using Information Lifecycle Management (ILM) best practices, using automation with pre-defined data placement and movement policies. This allows only 5 percent of data to be on Tier-1, 15 percent on Tier-2, 15 percent on Tier-3, and 65 percent on Tier-4 storage.
Chris recommends adopting IT Service Management, and to shift away from one-off builds, stand-alone apps, and siloed cost management structures, and over to standardization and shared resources.
You may have heard of "Follow-the-sun" but have you heard of "Follow-the-moon"? Global companies often establish "follow-the-sun" for customer service, re-directing phone calls to be handled by people in countries during their respective daytime hours. In the same manner, server and storage virtualization allows workloads to be moved to data centers during night-time hours, following the moon, to take advantage of "free cooling" using outside air instead of computer room air conditioning (CRAC).
Since 2007, IBM has been able to double computer processing capability without increasing energy consumption or carbon gas emissions.
It's Wednesday, Day 3, and I can tell already that the attendees are suffering from "information overload'.
Continuing my coverage of the 30th annual [Data Center Conference]. Here is a recap of more of the Tuesday afternoon sessions:
IBM CIOs and Storage
Barry Becker, IBM Manager of Global Strategic Outsourcing Enablement for Data Center Services, presented this session on Storage Infrastructure Optimization (SIO).
A bit of context might help. I started my career in DFHSM which moved data from disk to tape to reduce storage costs. Over the years, I wouuld visit clients, analyze their disk and tape environment, and provide a set of recommendations on how to run their operations better. In 2004, this was formalized into week-long "Information Lifecycle Management (ILM) Assessments", and I spent 18 months in the field training a group of folks on how to perform them. The IBM Global Technology Services team have taken a cross-brand approach, expanding this ILM approach to include evaluations of the application workloads and data types. These SIO studies take 3-4 weeks to complete.
Over the next decade, there will only be 50 percent more IT professionals than we have today, so new approaches will be needed for governance and automation to deal with the explosive growth of information.
SIO deals with both the demand and supply of data growth in five specific areas:
Data reclamation, rationalization and planning
Virtualization and tiering
Backup, business continuity and disaster recovery
Storage process and governance
Archive, Retention and Compliance
The process involves gathering data and interview business, financial and technical stakeholders like storage administrators and application owners. The interviews take less than one hour per person.
Over the past two years, the SIO team has uncovered disturbing trends. A big part of the problem is that 70 percent of data stored on disk has not been accessed in the past 90 days, and is unlikely to be accessed at all in the near future, so would probably be better to store on lower cost storage tiers.
Storage Resource Management (SRM) is also a mess, with over 85 percent of clients having serious reporting issues. Even rudimentary "Showback" systems to report back what every individual, group or department were using resulted in significant improvement.
Archive is not universally implemented mostly because retention requirements are often misunderstood. Barry attributed this to lack of collaboration between storage IT personnel, compliance officers, and application owners. A "service catalog" that identifies specific storage and data types can help address many of these concerns.
The results were impressive. Clients that follow SIO recommendations save on average 20 to 25 percent after one year, and 50 percent after three to five years. Implementing storage virtualization averaged 22 percent lower CAPEX costs. Those that implemented a "service catalog" saved on average $1.9 million US dollars. Internally, IBM's own operations have saved $13 million dollars implementing these recommendations over the past three years.
Reshaping Storage for Virtualization and Big Data
The two analysts presenting this topic acknowledged there is no downturn on the demand for storage. To address this, they recommend companies identify storage inefficiencies, develop better forecasting methodologies, implement ILM, and follow vendor management best practices during acquisition and outsourcing.
To deal with new challenges like virtualization and Big Data, companies must decide to keep, replace or supplement their SRM tools, and build a scalable infrastructure.
One suggestion to get upper management to accept new technologies like data deduplication, thin provisioning, and compression is to refer to them as "Green" technologies, as they help reduce energy costs as well. Thin provisioning can help drive up storage utilization to rates as high as you dare, typically 60 to 70 percent is what most people are comfortable with.
A poll of the audience found that top three initiatives for 2012 are to implement data deduplication, 10Gb Ethernet, and Solid-State drives (SSD).
The analysts explained that there are two different types of cloud storage. The first kind is storage "for" the cloud, used for cloud compute instances (aka Virtual Machines), such as Amazon EBS for EC2. The second kind is storage "as" the cloud, storage as a data service, such as Amazon S3, Azure Blob and AT&T Synaptic.
The analysts feel that cloud storage deployments will be mostly private clouds, bursting as needed to public cloud storage. This creates the need for a concept called "Cloud Storage Gateways" that manage this hybrid of some local storage and some remote storage. IBM's SONAS Active Cloud Engine provides long-distance caching in this manner. Other smaller startups include cTera, Nasuni, Panzura, Riverbed, StorSimple, and TwinStrata.
A variation of this are "storage gateways" for backup and archive providers as a staging area for data to be subsequently sent on to the remote location.
New projects like virtualization, Cloud computing and Big Data are giving companies a new opportunity to re-evaluate their strategies for storage, process and governance.
Over on the Tivoli Storage Blog, there is an exchange over the concept of a "Storage Hypervisor". This started with fellow IBMer Ron Riffe's blog post [Enabling Private IT for Storage Cloud -- Part I], with a promise to provide parts 2 and 3 in the next few weeks. Here's an excerpt:
"Storage resources are virtualized. Do you remember back when applications ran on machines that really were physical servers (all that “physical” stuff that kept everything in one place and slowed all your processes down)? Most folks are rapidly putting those days behind them.
In August, Gartner published a paper [Use Heterogeneous Storage Virtualization as a Bridge to the Cloud] that observed “Heterogeneous storage virtualization devices can consolidate a diverse storage infrastructure around a common access, management and provisioning point, and offer a bridge from traditional storage infrastructures to a private cloud storage environment” (there’s that “cloud” language). So, if I’m going to use a storage hypervisor as a first step toward cloud enabling my private storage environment, what differences should I expect? (good question, we get that one all the time!)
The basic idea behind hypervisors (server or storage) is that they allow you to gather up physical resources into a pool, and then consume virtual slices of that pool until it’s all gone (this is how you get the really high utilization). The kicker comes from being able to non-disruptively move those slices around. In the case of a storage hypervisor, you can move a slice (or virtual volume) from tier to tier, from vendor to vendor, and now, from site to site all while the applications are online and accessing the data. This opens up all kinds of use cases that have been described as “cloud”. One of the coolest is inter-site application migration.
A good storage hypervisor helps you be smart.
Application owners come to you for storage capacity because you’re responsible for the storage at your company. In the old days, if they requested 500GB of capacity, you allocated 500GB off of some tier-1 physical array – and there it sat. But then you discovered storage hypervisors! Now you tell that application owner he has 500GB of capacity… What he really has is a 500GB virtual volume that is thin provisioned, compressed, and backed by lower-tier disks. When he has a few data blocks that get really hot, the storage hypervisor dynamically moves just those blocks to higher tier storage like SSD’s. His virtual disk can be accessed anywhere across vendors, tiers and even datacenters. And in the background you have changed the vendor storage he is actually sitting on twice because you found a better supplier. But he doesn’t know any of this because he only sees the 500GB virtual volume you gave him. It’s 'in the cloud'."
"Let’s start with a quick walk down memory lane. Do you remember what your data protection environment looked like before virtualization? There was a server with an operating system and an application… and that thing had a backup agent on it to capture backup copies and send them someplace (most likely over an IP network) for safe keeping. It worked, but it took a lot of time to deploy and maintain all the agents, a lot of bandwidth to transmit the data, and a lot of disk or tapes to store it all. The topic of data protection has modernized quite a bit since then.
Fast forward to today. Modernization has come from three different sources – the server hypervisor, the storage hypervisor and the unified recovery manager. The end result is a data protection environment that captures all the data it needs in one coordinated snapshot action, efficiently stores those snapshots, and provides for recovery of just about any slice of data you could want. It’s quite the beautiful thing."
At this point, you might scratch your head and ask "Does this Storage Hypervisor exist, or is this just a theoretical exercise?" The answer of course is "Yes, it does exist!" Just like VMware offers vSphere and vCenter, IBM offers block-level disk virtualization through the SAN Volume Controller(SVC) and Storwize V7000 products, with a full management support from Tivoli Storage Productivity Center Standard Edition.
SVC has supported every release of VMware since the 2.5 version. IBM is the leading reseller of VMware, so it makes sense for IBM and VMware development to collaborate and make sure all the products run smoothly together. SVC presents volumes that can be formatted for VMFS file system to hold your VMDK files, accessible via FCP protocol. IBM and VMware have some key synergies:
Management integration with Tivoli Storage Productivity Center and VMware vCenter plug-in
VAAI support: Hardware-assisted locking, hardware-assisted zeroing, and hardware-assisted copying. Some of the competitors, like EMC VPLEX, don't have this!
Space-efficient FlashCopy. Let's say you need 250 VM images, all running a particular level of Windows. A boot volume of 20GB each would consume 5000GB (5 TB) of capacity. Instead, create a Golden Master volume. Then, take 249 copies with space-efficient FlashCopy, which only consumes space for the modified portions of the new volumes. For each copy, make the necessary changes like unique hostname and IP address, changing only a few blocks of data each. The end result? 250 unique VM boot volumes in less than 25GB of space, a 200:1 reduction!
Support for VMware's Site Recovery Manager using SVC's Metro Mirror or Global Mirror features for remote-distance replication.
Data center federation. SVC allows you to seamlessly do vMotion from one datacenter to another using its "stretched cluster" capability. Basically, SVC makes a single image of the volume available to both locations, and stores two physical copies, one in each location. You can lose either datacenter and still have uninterrupted access to your data. VMware's HA or Fault Tolerance features can kick in, same as usual.
But unlike tools that work only with VMware, IBM's storage hypervisor works with a variety of server virtualization technologies, including Microsoft Hyper-V, Xen, OracleVM, Linux KVM, PowerVM, z/VM and PR/SM. This is important, as a recent poll on the Hot Aisle blog indicates that [44 percent run 2 or more server hypervisors]!
Join the conversation! The virtual dialogue on this topic will continue in a [live group chat] this Friday, September 23, 2011 from 12 noon to 1pm EDT. Join me and about 20 other top storage bloggers, key industry analysts and IBM Storage subject matter experts to discuss storage hypervisors and get questions answered about improving your private storage environment.