7 Must-Know Disaster Recovery Strategies

1. 7 Must-Know Disaster Recovery Strategies Jamie Gruener Senior Analyst, Enterprise Infrastructure The Yankee Group

2. What You Will Learn In This Session . . • The Main Goal: Bullet-proofing Disaster Recovery Strategies • Remote Replication vs. Mirroring Strategies • Disaster Recovery and Virtualization: A New Angle • Integrating Mirroring and Replication into Disaster Recovery Strategies • Metro SANs: Options for Remote Mirroring And Replication • Your Network Options: Questions to Guide You • The Outsourcing Alternatives: Things to Consider

3. The Goal: Bullet-Proofing Disaster Recovery Strategies • You’ve heard the statistics • ~ $5 billion in computing infrastructure lost in 9-11 tragedy • Close to 100 businesses declaring disasters in NYC • You’re here for a reason • 9-11 was a call to action for all of us • Disaster Recovery and Business Continuity Strategies must be done – this is only one leg of a multi-leg strategy • You’re entering a new era • It is now about Business Continuance and Risk Management • Preserving data is an imperative

4. Checklist Defining Terms: Remote Mirroring and Data Replication • Remote Mirroring generates a mirrored image of data on two or more disks • Data Replication scans data periodically for changes and copies new data to the other disk or file system on another system • Factors to consider • Value of data (and lost data) being backed up • Costs for network bandwidth and software • Your existing infrastructure • Product features (OS, File System, Disk or Application)

5. Tip Measuring Data Protection: Point-in-Time to Synchronous There will be a need for multiple tools to protect data More Synchronous Data Protection Semi-Synchronous Lost Transactions Line of Tolerance Asynchronous Point In Time Less More Network Bandwidth Consumed

6. Best Practice Questions to Consider When Looking At Remote Mirroring and Replication • What are you protecting? (applications, transactions, files, disks) • What level of protection do you need? (We’ll come back to this!) • What are your network requirements? • What is your expected budget for this project? • Is the ROI greater than acquisition costs? • What will best fit your larger business continuity strategy?

7. The Luxury Sedan: Disk-to-Disk Remote Copy • Key advantages • Operates at the disk level • Can be (not always) less complex to set up and administer than host-based approaches • Can offer the benefit of capturing all application changes. . . • Key Disadvantages: Costly • Lacks transaction knowledge or what the data represents • Can be wasteful of network bandwidth if not properly set up • If operating in synchronous mode, can degrade application performance

8. Warning The Rising Alternative: Block-and-File Replication • Fundamentals • Makes comparisons and only copies changes (at disk or file level) • Key Advantages • Can be less expensive • Can be flexible to replicate all enterprise data regardless of disk system • Copies only the most important files/data • Many-to-one replication architectures available • Limits amount of data transferred, reducing network load and cost • Key Disadvantages • Isn’t 100% availability of data

9. Block and File Replication Details You need to Consider • Less expensive, host-based (or array-based) file and block replication • Specific to storage vendor, OS or file system File WAN Replication Block WAN Replication

10. Database Replication • Typically done by replicating or mirroring log files • A number of variations: • Continuous Mirroring: updates DBMS as changes(adds, updates, deletes) occur • Change Data Capture: captures DBMS changes and stores them until a predetermined replication time • Full Copy Refresh: replicates entire DBMS copy to target systems (done to resynchronize DBMS after outage) • Trigger-based native DBMS is not usually appropriate for DR because of high system and network overhead

11. Snapshots: The Hotshots of Backup • Establishes a separate identifiable storage entity and run operations against it • Primary purpose: backup, testing, conversion and batch process • Is dependent on OS, host and array support… • Advantage: it takes up less network bandwidth than mirroring • Disadvantage: resynchronization of data is an art • If you do not resynchronize, you must build snapshot mirror totally from scratch

12. Warning New Kid on the Block: Virtualization and Disaster Recovery • Virtualization software offers a new alternative • Data replication (over both IP and Fibre Channel) • Snapshot • High Availability Fail-over • A cost-effective approach to disaster recovery • Key Challenges • Recreating the virtualization system can be difficult • Specifying file level information for replication can be difficult • Still a relatively new technology, so test well • Research virtualization players thoroughly • Ask hard questions about number of customers doing this • How are issues of network performance and security handled?

13. Tool Prioritizing Data: Integrating Mirroring or Replication to Your Strategy More Hot Site Remote Disk Mirroring Data Replication Importance Of Data Snapshot Campus Disk Mirroring Electronic Vaulting Tape Onsite Less Tape-Backup Offsite More Recovery Time Less Amount OfData Immediate Delayed

14. OK, Now What? It’s The Network, Stupid • Long-distance Remote Mirroring/Replication requires significant network integration • Mission: Connecting two or more islands of storage • Could be SANs, hot sites, remote disk or tape • Myriad of network transport choices boil down to two fundamentals (from the POP out) • Fibre • IP • Where to Start: Evaluate Network Requirements • Ask storage vendors for requirements • Map that to service provider bandwidth services

15. Tip Specific Network Challenges for Remote Mirroring and Replication • Enterprise network performance is many times slower than storage performance • Things You Could Consider • What tools do the remote mirroring/replication vendor provide for performance on a Metro SAN? • Network throttling – adjusting data amounts sent over wire • Compression – compressing data to take up less network bandwidth • Time-stamping – marking data at time saved or accessed • Latency isn’t your friend • Measurable time it takes for an I/O transaction to reach destination • Distance is a factor – especially when extending data native limit • Storage traffic requires high bandwidth, low latency connections not typical of IP

16. Key Features Metro SAN Puzzle Pieces Remote Site Headquarters RemoteTape Library Primary Disk Storage Remote Disk Storage ATM, T3/E3, OC3+or Fibre Optic (DWDM) Service Provider Connectivity Services Mirroring/Replication Software Edge of Network Equipment (Director, Router or DWDM)

17. Key Features Metro SAN Network Transport Options

18. IP Network Options • Private Router Backbones • Leased, dedicated lines • Optimized for performance (racing the sun) • xSP VPNs • Customer purchases edge routers and ISP provides shared backbone • Leverages Multiprotocol Layer Switching (MPLS) for better Quality of Service • Internet . . . • Not a disaster recovery tactic I would trust

19. Checklist Tips To Consider When Speaking With Your Service Provider • Ask your xSP to provide you what their expertise is in storage services • Consider how you could leverage your existing connectivity services to establish a cost-effective service contract for your backup services • Ask for a latency/network performance SLA • Your primary xSP should have partners to assist with storage services if they don’t • Consider leveraging storage vendor relationships to find service providers that can do integration • Do or have done a network analysis to determine requirements for your backup services • Determine if outsourcing is an option

20. Checklist Metro SAN Challenges: Things You Need to Ask about IP • Latency and Bandwidth • Security • Complexity • Quality of Service (QoS) • Dropped Packets • Manageability • NOTE: IP storage switch vendors are trying to solve these things – so gauge them based on this

21. Best Practice Does Outsourcing Make Sense? • Determine if outsourcing disaster recovery services for Data Mirroring and Replication services • Do I have the skills, personnel and infrastructure? • Outsourcing provides a number of advantages • Enables enterprise to focus on core competence • Speeds IT’s ability to maintain and return to business operations • Leverages expertise and more plentiful specialized resources • Offers mirrored solutions for immediate recovery • Provides problem resolution expertise that speeds delivery of services related to backup, security and performance monitoring • Delivers professional services to assist in design of a customized business continuity plan

22. Ask for Help From a Professional . . . • This is a complex proposition • Storage vendors will assist with best backup technologies • Service Providers will offer options for services • Integrators with storage and networking practices are best candidates for additional implementation • they are still rare in the world

23. Best Practice Evaluate ROI for Disaster Recovery • Come up with a ROI calculation for your data protection strategy • Guidelines to remember • Calculated over three-year term • The higher the ROI, the more favorable the project • TCO vs. ROI – ROI wins out • Key factors to be included in ROI analysis • Costs: downtime, personnel, assets • Reliability: data replication, mirroring, backups • System performance: how is systems and software utilized • Calculate savings: improved performance, revenue, processes

24. Conclusions • Don’t forget the fundamental goal: Disaster Recovery • Consider your options for mirroring/replication and make a metric to measure them by • ROI analysis is one way of measuring options • Be cautious of new technologies • New IP storage networking technologies and software offer new options – but you need to be savvy in deployment • There’s not one solution – strategize on ways to prioritize your data protection

25. Questions?Jamie Gruenerjgruener@yankeegroup.com