Road to Recovery

Data protection management has come a long way in the past decade.  More importantly the features and functionality that are in products these days and what customers have come to expect are now no longer ‘nice to have’ feature in the data center, they are ‘need to have’ features.

Additionally, the term ‘data protection’ is morphing every day and has different meanings to different people.  Questions like ‘is replication data protection?’ or ‘is archive data protection?’ or ‘is DR / BC a function of protection?’ are now common in IT circles.  Each in their own right is a methodology for protecting information or has some play in the grand scheme of data protection.  The reality is, much like every answer in IT, the answer to these questions is ‘it depends’.  Data Protection has many different definitions, which start to expand the scope of what it actually is and more importantly, how it is managed cost effectively across the whole environment.

It is this expanding scope of data protection  where data protection management tools come into play, and the more flexible and granular the tool, the more effective.  It is hard to have good data protection capabilities without having insight to the environment.  First, understanding what type of data lives in the environment, where it is, how it is used and some characteristics about its age or its access frequency helps to determine how to best protect the information.  This is where a data protection management tool that provides some insight to the file system adds a great deal of value.

Next, if archive is a part of data protection (and I would argue that a functional archive, when used properly, is) then a data protection management tool that provides insight to the data in the archive can also help manage the overall protection process within the greater environment.  Knowing if the data in the archive is actually being accessed or if it can be deleted (unless stored for compliant purposes) can help to control archive costs.

If replication is a part of the overall data protection scheme, a data protection management tool that provides insight to this process can also add a great deal of value.  Identifying if links are up, if data is moving between sites and if the data is available, accessible and meets my recovery point objectives at the remote site can ease the concern of recoverability in the event of a disaster.

And finally, providing as much information as possible such as deduplication rates,  tape growth, disk growth (in disk based backup targets – including deduplication targets), as well as providing true analytics into the backup environment to help make decisions as to when to switch from a tape-based solution to a disk-based solutions.  These analytics need to be in-depth enough to show that if some data that is being protected with traditional backup technologies are moved to a next generation solution, such as source-based deduplication, then what affect will it have on the overall backup environment, will it help to better control costs, will it help to increase SLAs?

At a higher level, customers are telling me that they no longer want to manage backup, they just want it to work and they want proof it is working.  As customers move to a more virtualized IT infrastructure, they find that they are being forced to rearchitect their data protection environment and they are now looking to solutions that elevate the process.  IT is looking for tools to make their environment “data protection aware.” As virtual machines are added to the environment they are automatically protected and want notification if they are not so they can mitigate any risk, and let’s face it, backup is all about risk mitigation.  Backup is insurance.  Wouldn’t it be nice if your insurance company had deeper insight to all the cars / drivers in your family and told you when your teenager was speeding on a monthly basis and told you that your premiums are going to go up if they don’t start driving the speed limit before they got the ticket and your premiums increased?

Any tool that IT invests in for a common process, data protection in this case, needs to be flexible enough to allow IT to manage as much of the overall process from a single pain of glass.  Good data protection management tools need to provide IT as much visibility into the overall data protection environment as possible in order to help make good decisions about what data technologies should be invested in, in order to help IT meet its overall SLAs and hence business objectives.

There is no sense spending a great deal of money on rearchitecting a backup environment if there is no insight to the success of the new architecture.  Sooner or later, management needs to have the pretty graphs that prove to someone that the right decisions are being made when it comes to protecting information, or when it comes to how much is spent on data protection or if the SLAs can be met.  Not having good data protection management tool, and spending too much on new data protection architectures while not meeting your SLAs could lead to a RGE (resume generating event).  Data protection management tools today are a need to have, not a nice to have.  Make the investment and put your data protection environment back on the Road to Recovery.

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There is a lot of discussion around data deduplication for backup these days.  (I wish I could deduplicate all the turkey I ate last week.)  In fact, Gartner claims that “…by 2012, deduplication will be applied to 75% of backups.”  And when asked “Why?” the response was “…deduplication is too compelling to ignore.”  But I say “prove it”.  So I put together some backup capacity numbers for storing data on tape (non-compressed and compressed) versus storing data, deduplicated (fixed block and variable block), on disk and the numbers show a dramatic savings in backup space which translates into cost savings.

The Parameters

As with any ‘analysis’ numbers can be ‘spun’ to make them say what you want.  That said, I tried to be as straight forward as possible, so let me also show my methodology so you can see how my numbers were derived.

• I charted the amount of capacity created using a retention policy of:
  • 14 Dailies
  • 4 Weeklies
  • 12 Monthlies
• I selected 10TB of primary storage capacity
• I did this for file system backups only
• I charted the data for 30%, 40%, 50% and 60% primary storage growth rates
• I charted traditional tape based backup (non-compressed)
• I charted traditional tape based backup (compressed, 2:1)
• I charted fixed block disk based deduplicated backup
• I charted variable block disk based deduplicated backup (3 to 5 times more efficient than fixed block deduplication)

The Effect

The first thing to think about is the sheer number of full backup copies that must be maintained when utilizing the above retention schedule.  The above retention policy leads to 17.2 copies of the primary storage (12 yearly’s + 4 monthlies + the equivalent of 1.2 with dailies = 17.2 copies) .  Translation: one terabyte of primary storage becomes 17.2 terabytes of tape storage.  This means, backup administrators need to pay for the physical tapes as well as the offsite transport and storage costs.  Now 17.2 terabytes of tape doesn’t sound like much but keep in mind that is for 1TB of primary capacity.  Ten TB of primary capacity yields 172 TB of tape capacity.  Now add in year over year storage growth.  At 30% primary storage growth, the backup storage growth grows 23%, at 40% primary storage growth, the backup storage growth grows 29%, at 50% primary storage growth, the backup storage growth grows 33% and at 60% primary storage growth and the backup storage grows 38%.

Figure 1 below shows, 10 TB of primary capacity growing at 30%, 40%, 50% and 60% along the x-axis respectively and the corresponding capacity of tape or disk consumed along the y-axis is.

Figure 1

The graph shows that compressed backup to tape obviously yields a 50% capacity improvement over non-compressed tape as one would expect. It also reflects that fixed block deduplicated disk capacity is only about 48% more efficient than uncompressed tape storage yet variable block deduplication is 81% more storage efficient than uncompressed tape storage.

Interesting as well, the chart reveals that fixed block deduplication is 3% less efficient than compressed tape whereas variable block deduplication is 62% more efficient than compressed tape. Typically, with the same data change rates, and equivalent data sets, variable block deduplication is 3 to 5 times more efficient than fixed block deduplication.

The moral of the story – if you’re going to do deduplication, variable block is the way to go. From a cost perspective, there is essentially no difference in the $/TB price however there is much more value in the long run with variable block deduplication. Vendors typically charge a $/TB price for their deduplication solutions. The difference between fixed and variable block deduplication comes down to the capacity of data that is stored in the backups which directly translates into costs. If you take a look at Figure 2, over time, starting with 1TB of primary capacity growing at 25% over the course of one year, IT will need almost 2TB of backup capacity with fixed block deduplication versus less than 1TB of capacity using variable block deduplication (assumes fixed block is 5x less efficient from imperial data that has been collected in the field.). The most important part of this graph is the slope of the blue and red lines. The greater the degree of slope (red line), the more frequently IT will need to purchase capacity to protect the given data set as well as need to pay for licensing as it pertains to deduplication software. IT wants the smaller slope.

Figure 2

*Note: Some companies will position their fixed block technologies as variable block by stating that you (the user) has the ability to set the block size to what ever you want, however, once set, it stays that way for all of your data.  The difference is, true variable technologies adjust the block size on the fly using their algorithms to ensure maximum efficiency with no management.

Bang for the Buck

The most important benefit, as with most things in IT however is overall cost savings. Deduplicated disk solutions are anywhere from 2.5X to 3X more expensive than tape, however with the overall capacity savings, there can be significant cost savings. Figure 3 is representative of the overall costs of new deduplicating disk systems and traditional tape backup systems (including tapes and off-site storage costs). I will caveat this by saying every TCO and ROI has a ton of ‘what ifs’ that factor into overall costs including things like FTE for backup engineers and long term retention costs, but for the most part, disk systems reduce a good deal of these costs (with the exception of power and cooling) and increase the reliability, security and performance of backups and recoveries.

Figure 3

¹ The chart above is based on a rough cost of $8,000 per terabyte of tape backup system costs (including media and off-site storage) and rough cost of $20,000 per terabyte of deduplicated disk backup system costs for the period of one year.  Prices will vary depending upon your configuration and these estimates do not include space, power, cooling or human costs.

As I stated above there are only a few factors that are involved in this very raw calculation.  There are a number of other factors involved with a backup process including WAN costs (if replacing tape with disk), remote office facilities, installation (professional services), and software and hardware maintenance to name a few.  But no matter how you look at it, disk based backup with variable block deduplication wins over tape.

Backing data up to deduplicated disk not only saves the amount of backup capacity that is used, it also has other implications for a data protection environment.  First, backing up to disk versus backing up to tape helps to reduce the reliance on tape and the inherent limitations, security concerns and reliability issues surrounding tape.  Recovery of data from disk reduces the operational costs and decreases the recovery time objective.  Additionally the reliability of disk with RAID is much higher than the reliability of tape.

New data protection technologies are evolving backup to a degree where the entire data protection process is getting easier manage by removing multiple points of management (backup servers, media servers, tape libraries and physical tape).  As backup continues to evolve, this can help simplify the overall process and;

• Increase reliability of backups
• Reliability of recoveries
• Decrease backup times
• Decrease the time to recover data

The Bottom Line

New challenges in protecting information are arising every day, whether it is data growth, remote office data protection or virtualization, backup is getting harder not easier.  Data deduplication is providing backup administrators with tremendous benefits around backup processes and cost savings.  It is important to keep in mind that everybody’s environment is different and utilizes different methods and processes for managing and protecting information.  It is also important to take a look at your data protection environment today and understand the use cases where it is time to make new investments.  I encourage you to look at new technologies to help you with emerging challenges and weigh the overall solution including costs as well as benefits of disk based recovery.  New backup technologies that leverage data deduplication can save IT a lot of money and put you on back on the Road to Recovery.

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The Architecture

This ‘architecture’ diagram, as you can see, is not a typical architecture diagram, but hopefully it can be used to align your business and business objectives with the technologies that are available and can best be applied to solve your issues helping to balance, cost, complexity and compliance.

This diagram can also be used to do a couple of other things.  It can help you begin to classify your data and align your  data to your business objectives.  It also lets you begin to identify what data or data services in your environment that may be more important to you than others and based on this help you to choose areas you may want to outsource or move to the cloud.

As you can tell, there really is not one solution for meeting all your data protection needs.  The challenge comes with managing multiple solutions in an effort to meet your business objectives.  While there are only a few technologies available that allow you to manage your environment across all your RPOs and RTOs, it is important that I point out EMC’s NetWorker is able to do this, centralizing your data protection infrastructure  for ease of management.  It allows you to manage traditional backup, source based deduplicated backup with Avamar, CDP with RecoverPoint, as well as the EMC disk libraries and tape where the data is stored.  Now, I am not saying that NetWorker solves all of your data protection challenges, nor am I suggesting that replacing one traditional backup technology for another is the right answer, but what I am saying is that if you’re looking to have all the feature functionality required to meet all your business objectives and you want easier management, NetWorker is one avenue to get you there.  Additionally, the underlying image of the triangle represents data protection management.  Putting all the new technology in place is one thing, managing it, and ensuring you are now meeting your business needs is another.  EMC’s Data Protection Advisor can help here as well.

This diagram can help customers layout a new, better data protection schema for their environment and start thinking about data protection a bit more strategically versus tactically.  It can also help vendors speak to customers about how they should look at their environment in order to identify specific challenges and the means they need to alleviate these challenges , taking backup, beyond.

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One of the more thoughtful analysts in the industry, in my opinion is George Crump from Storage Switzerland.  (I like the name and George is as independent as you can get in

this business.)  Yesterday I had the pleasure of briefing George on EMC’s Data Protection Vision.  I like talking with George for a couple of reasons.  First, he gets it.  What does that mean.  Read his material.  He is genuinely trying to educate IT folks on what is really important in the data center and how to address these challenges.  Next, he keeps the ‘pay for’, ‘vendor spin’ to a minimum.  George works hard to just talk about the facts of a product or industry and talk about how products can help without selling.  The reality is, we live in a great technological time.  The problem with IT is that only 50% of the problems are technology related.  The other 50%  is psychological.  IT can’t just implement new technology because its cool or even because it really does solve a problem.  Sometimes new technology is too expensive to implement or the solution that is currently in place had a three year amortization and your only two years into your product life.  Or, more importantly, the new technology may be the greatest technology at the right price but it doesn’t fit into the current IT priorities.  These are all things IT needs to work through when considering whether or not to invest in new technology.  The other thing George and I spoke about was the fact that it gets difficult to be ’strategic’ in IT especially given certain economic times.  A lot of times IT just needs a band-aide or quick fix to move on to more important issues that really drive the business.  I talk about this  a lot, especially when it comes to backup.  Lets face it, it may not be what we all want to hear but backup is not strategic to most environments.  The applications that drive the business are most important.  Backup is about risk mitigation and information availability if everything else fails.  Right, ‘if everything else fails’, and IT typically invests in technology in the front end in an effort to have as little failure as possible.  Meaning, IT doesn’t just buy JBOD with no RAID if they think the environment shouldn’t be put at that kind of risk.  So IT is  already investing in some risk management up front which drives the spend on the back end for data protection.

I wanted to say “Thanks” to George for taking the time to come in and understand the bigger strategy EMC is driving with its products in the data protection space and to talk about our existing successes with the current portfolio.  Hopefully George, as well as all of you, can see how we are helping to put customers on the Road to Recovery.

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This blog will have multiple parts.  I will introduce my view of a data protection reference architecture and the next few blog posts will talk to components of that architecture.

The other day  I had a very interesting conversation with a colleague of mine in Australia.  He was looking for a data protection reference architecture that he could use to speak to his customer.  As you can imagine having this conversation over the phone could pose to be a difficult challenge.  When the conversation began, my fear was he was looking for an ‘architecture’ diagram that included data protection appliances, backup servers, disk libraries, tape libraries and backup agents.  I quickly realized that this is an impossible conversation to have with him without knowing:

A)     the customer’s environment or challenges

B)      the customer’s business objectives

I find that most vendors don’t know A or B when speaking to a customer about their data protection ‘issues’, but they really should.  Having a more thoughtful conversation with customers in a consultative fashion is more relevant to customers in understanding their challenges and helping to align these challenges to the best possible solution.

I started my conversation with the diagram shown below (Figure 1).  A simple triangle divided horizontally into 4 segments and the middle two segments divided vertically in half.  Each segment represents different business objectives within a company.  As you go around the triangle, you can see that there are different technologies and different methodologies for attacking data protection challenges, which is why there is no longer a “one size fits all” approach when it comes to protecting data today. Let’s face it; the two most important commodities in backup are time and capacity.  One of the primary drivers behind the type of protection that is used is the Recovery Point Objective or RPO.  Different technologies provide different RPOs and each has a different price point as well as there are different processes that can be applied to attach RPOs.

Figure 1

Having a conversation specific to this diagram can have a tremendous amount of value on a number of fronts, including; aligning technology needs with business objectives as well as highlighting critical pain points and beginning a roadmap that helps implement data protection technology based on business needs and budget and put you on the Road to Recovery.

The next post will cover the foundation of the triangle – Archive.

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The hardest thing to change inside IT is not technology, it is process!  I say this because all too often there are technologies available that provide a far superior solution to a complex IT problem, however, this new technology may not fit into your existing business process.  Need proof?  Let’s take data protection as an example.  Did you know that VTLs (virtual tape libraries) and data deduplication technologies came out at the exact same point in history, 10 years ago?  Which technology had faster market adoption?  VTLs of course because implementing them didn’t cause a major disruption in processes.

Let’s take a look at a simple backup environment.  We won’t worry about archiving or compliance for the moment, just operational backup and recovery.  Today’s backup has a number of complexities.  There are some data sets that have weekly full backups and daily incremental backups.  There are some data sets that sit under applications that, for faster recovery capabilities and simplicity, require daily full backups.  Once the backups are done, in order to ensure true data protection reliability, a process of checking the backup logs to ensure every system was successfully protected begins.  Next, backup tapes are either created (if it is a disk based backup) or tapes are taken from the library and moved to a transportable box, hopefully a secure box.  Finally, a third party vendor comes to pick up the tapes and take them off site for safe-keeping.  Additionally, if the data is backed up using encryption, then the encryption keys are also kept off site for security purposes.

 Customers face these standard backup challenges:

1) Backups take too long and cannot meet backup windows as a result of too much data.

2) Backups fail due to poorly configured (networked) backup environments.

3) Backups at remote offices are ‘unreliable’. (Don’t follow best practices set in the data center.)

a. No one with the appropriate skill set is available to monitor these backups.

b. No one with the appropriate skill set is available to troubleshoot these backups.

c. No one with the appropriate skill set is available to perform data recovery.

4) New applications / processes cause additional challenges; does this application need incremental backups, full backups, what is the RPO / RTO???

5) Managing backup tapes is too difficult and costly.

However, the reality is that in this particular IT shop, no one has ever been fired for data loss. Each time there is a recovery request, data is recovered.  It may not be the absolute most recent data, or it may take 48 hours to recover, but eventually, the data is recovered. The question is, has everyone’s business objectives been met? Chances are the answer is “no” but when the issue of what it would cost to meet everyones’ needs comes up, there is usually no money in the budget for ‘backup’ and it’s right back to the same old way of doing things. Backup is not really strategic to a business (unless of course you’re in the business of providing backup solutions to customers) but it is more of an insurance policy. There is no doubt you need it, but you want it for the lowest possible price, hope you never have to call on it, and when you do, you better get good service.

Maybe that is why EMC is now the GEICO of data protection.

 That aside, when there is money in the budget, it usually comes in small doses so backup administrators have to make the biggest impact in the ‘easiest’ way possible. This means, implement something that allows them to meet most of their challenges and doesn’t:

1) Change process because they already have run books established for data recovery and because everyone is already trained on the existing technology.

2) Change configuration because they have already invested a great deal of time and money to sort out their issues with the existing products.

3) Cost a lot of money

That usually means, augmenting the existing backup software technology with something that allows them to gain some efficiencies on the backend because they already have significant investments in their backup software. This was one of the main reasons for the success of VTL (virtual tape libraries). It is way easier to unplug the slow, serial tape library and replace it with fast, parallel disk. The backup administrator gets all the advantages of disk and doesn’t have to change a single process, except for maybe adding a step of cloning the data from the disk that looks exactly like tape, to an actual tape in order to offsite the data. Additionally, this is why companies with target deduplication devices became so popular so quickly. When VTL was having challenges solving backup data capacity issues, deduplication became the next popular thing.  The big issue was plugging into the existing infrastructure without disruption.  If I have to change too much about my process, I can’t ‘afford’ to make it work.

The trouble is backup administrators are at an inflection point. They can no longer continue to use the same old technology at the front of the backup process and meet the needs of the business. We are at a time when new technologies such as source based deduplication technologies can really have a significant impact on a number of the backup challenges. The problem is that it goes against the grain of why IT doesn’t want to change technology, because it forces a change to the process. For example, out come the traditional backup agents and new ones are put into place. Since data no longer is stored in tape format, new processes must be utilized for getting tape offsite. When backup administrators hear this, they tend to shy away from it. It costs money and it changes processes right when they had all the original processes figure out.  It is only now that source based deduplication solutions have gained significant momentum as it is really solving a number of the key data protection challenges for more than 70% of the data in most data centers.

• Remote offices can now experience the same set of data protection best practices that are used in the data center. (Keeping in mind, IT is accountable for 100% of the data created in the corporate, local or remote.  This is good piece of mind.)VMware environments tend to ruin a TCO when using traditional backup applications. Leveraging source based deduplication can bring up your TCO and ROI.

This is not to say that source based deduplication is the savior of the backup world. It is not. There are places where source based deduplication technologies are not the best fit. Very large environments with very high change rates and little duplicate data don’t tend to be good fits. However, if you attack the places that are a good fit for source based deduplication, you will create relief in your backup environment at the target and that will be good for everyone.  It is time to take backup, beyond.

Posted by Steve Kenniston

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Hi, my name is Steve and I have a recovery problem.  Well, a data recovery problem that is.  So, I think it is about time that I apply the ‘12 steps’ to help me with my data recovery problem.

Step 1 – It is time that I admit that I am powerless over my backup environment and my data protection world is unmanageable.

Step 2 – I have come to believe that there is a Technology greater that I that can help me restore (my sanity).

Step 3 – I have made a decision to put our company’s data and the process of recovery into the hands of a true data protection specialist.

Step 4 – I have helped to create a classified inventory of our company’s data.

Step 5 – I will admit to our CEO that I have failed at 63% of my recovery attempts costing the business $MMs.

Step 6 – I am prepared to have the new data protection administrator remove all of my defective technologies.

Step 7 – I will humbly ask ‘him’ to remove all of my failed processes.

Step 8 – I must make a list of all the people I have been unable to recover data for and be willing to try to restore their lost information.

Step 9 – I must make amends to all the people I have been unable to recover data for.

Step 10 – I must continue to take an inventory of all the tapes we have and promptly convert them to a newer technology to enable faster recovery.

Step 11 – I will seek out best of bread technology, parnters and vendors to improve our company’s capabilities for daily operational recovery.

Step 12 – Having had this spiritual awakening as a result of these steps, I will carry this message to all IT administrators who are challenged with data recovery issues.

I believe that by following these 12 steps, I will have put our company back on… the Road to ‘Data’ Recovery.

Posted by Steve Kenniston

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Our domain, Backup & Beyond was the tagline for Avamar Technologies, a company EMC acquired in November of 2006.  This tagline was very fitting from a data protection standpoint because Avamar utilized a traditional client / server architecture to protect data but with a twist.  Avamar utilizes a more intelligent client side agent that provides source based, variable block deduplication to enable the most efficient backups available in the market for more than 80% of a data centers data.  Avamar also leverages this same technology to replicate this data between disk based backup targets there by dramatically reducing the reliance on tape.  This new technology, that has enabled new processes is taking backup beyond.

The title of our blog, Road to Recovery – well, like every good title it is a play on words and trust me, as with every title it took us a while to come up with it.  That said, the industry has been talking about the fact that backup is really about recovery.  The same can be said for other data protection tools.  This is why our goal is to talk about methodologies (technologies and processes) that help you to recover data.  When IT professionals are polled, they often say that data protection (backup) is still the number one issue they have in the data center.  We say it is time to stepup and admit it and start the ‘Road to Recovery’ when it comes to your data protection environment.

Let us know what your challengs are, we are here for you, your support system and we welcome you comments and questions.

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