Reduce Enterprise TCO with Storage Management Solutions

1. Reduce Enterprise TCO with Storage Management Solutions Nancy Marrone Senior Analyst The Enterprise Storage Group, Inc. http://www.enterprisestoragegroup.com

2. What We’ll Cover • All the same stuff you have already seen in the past two days – from a different perspective • What is storage TCO? • Real end user case studies • Review what problems they were able to solve • Review ROI and TCO results • How to map your storage problems to the right management solution

3. What you Have Heard Already • Storage management solutions can help you: • Use your resources more efficiently • Increase Productivity • Enforce Service level agreements • Streamline tasks through automation • Save you money!!! • It’s all true….but

4. What Solutions Do You Need? • How do you determine what management solutions are going to help you with the problems you are facing today? • How do you guarantee the “longevity” of the solution you choose today? • Which ones are going to help reduce my TCO now?

5. What is TCO? • Total Cost of Ownership: • Model that measures all of the (assumed) costs to the business over the life of the technology • ROI • Return on investment= profit/investment • How quickly can a business recover the cost of the investment • Profit could be measured in effect on TCO

6. What is Storage TCO? • Storage TCO Components • Acquisition costs- hardware/infrastructure components • Management costs • Acquisition cost- software management solutions • Administrative- planning, training, monitoring, upgrades, maintenance • Device Management- configuration, provisioning • Data Protection- backup/recovery, BC and DR implementation • Labor • Downtime

7. What is Storage TCO? • TCO very difficult to measure • Multiple variables • Differ for every organization • Cost of downtime • Labor loading costs • There is no one size fits all storage TCO model available • TCO and ROI models must be tailored to each individual environment • Vendors can help, but often best if put together internally

8. How to chose- it’s Simple! (not really) • Focus on the key problems you need to solve today • Develop requirements documents • Map solution to problems that need to be solved • Not type of product being offered • Evaluate validity of product claims • Develop TCO/ ROI documents

9. What Problems Are You Facing Today? • Running out of capacity • No budget for capital expenditures • Stagnant or reduced headcount • Executive Mandate- make due with what you have • “Blind” to how storage is being used • Provisioning Windows too long • Downtime effecting user satisfaction

10. What Problems Are You Facing Today? • Manual storage processes very labor intensive (costly) • Lack of expertise across administrative group • Only a few have certain expertise- presents risk • Supporting home grown management solutions • Not core competency- should be focused elsewhere • “Single point of failure” if developers leave • Need to consolidate • Migrate to SAN • Consolidate File Servers to NAS • Backup and media management is administrative nightmare

11. Storage Management’s Effect on TCO • Case Studies show: • Significant reduction in labor- #1 contribution • Reduction in labor costs to provision storage • Reduction in administration tasks – analysis, report development, configuration, migration • Often eliminated need for additional headcount • Reduce Capital Equipment Expenditures • More effective utilization of existing assets • More effective planning-knowledge of what is truly required • Reduced Downtime

12. Storage Management’s Effect on TCO • Case Studies show “soft cost” benefits: • Faster implementations of storage projects • DAS to NAS migration • SAN installation • Reduces vendor lock in (being able to perform management tasks in heterogeneous environments) • Ability to develop and enforce storage policies • Which in turn promote more effective utilization etc • Enables focus on additional strategic areas

13. User Case Studies Real Life TCO and ROI results

14. User Case Studies • Disclaimer • ESG is not endorsing any of the vendors covered in these case studies • All prices are relative to the size of the install- none reflect exactly what the customer paid • ESG does endorse evaluating and implementing storage management solutions that address your storage problems

15. User Case Study- #1 GEHA • Company type • Insurance company for government agencies • Non-profit, does no collections just administrative • Claims= 300 people, Customer service =300 , IT= 200 • Total storage addressed for this study 2TB, 500GB of user data • Key Problems needed to address • Migrating 3 file servers, 400G (user data) to NAS • Not sure of size of NAS solution really needed • No visibility at all to user data-age, ownership, importance to business • Not sure what needed to be migrated, what didn’t

16. User Case Study # 1- Continued • Solution chosen • Overland Data – Storage Resource Manager • Enabled them to visualize and report on resource use down to file level • Made purchase decision based on cost, ease of use and completeness (vs one other evaluation) • TCO results • ROI= 1 day • Low cost solution < $5K • Gaining instant visibility to usage patterns, reports provided instant value • Reduced capital expenditures • Did not need full 400GB on NAS • Allowed for planned growth

17. User Case Study # 1- Continued • Additional “Unexpected Benefits” • Can now create policies on storage usage • Without visibility couldn’t determine what policies were required • Can now enforce those policies • Solutions can automate reporting, threshold alerts, deletion or movement • Other groups (SQL DB Admins) may also be able to use tool to clean up their environment

18. User Case Study- #2 Public Utility • Company type • Electric and gas utility • Managing 6TB on SAN, 6TB of DAS • 7 administrators (not dedicated to storage) • Key Problems needed to address • Running out of capacity- had to do analysis by hand (go through FS to see what was using up all of the capacity) • Trying to develop their own homegrown tools to perform analysis • Tasked with consolidating additional DAS onto SAN- blind to usage patterns- how to plan appropriately

19. User Case Study #2 • Solution Chosen • Trellisoft Storage Resource manager (now IBM Tivoli SRM) • Chose solution based on ease of use, platform support, completeness of solution • Enabled them to visualize and report on resource use down to file level • Able to see all utilization on 15 servers within 1.5 hours (install included) • Became aware of solution while attending this show last year

20. User Case Study # 2- Continued • TCO Results • ROI- 4 months • Paid > $130K to license 171 nodes • Saved labor costs • Previously- when server running low on capacity took on average 1 person 3 days to solve issue (happened quite often- 268 servers on network) • Currently- same issue resolved by 1 person 2-3 hours • Average loading $50 hour= savings of ~ $1000 each time (interviewee believes loading calculations low) • Reduced downtime • When same servers low- not quite down but significant performance impact (may as well have been down to users) • Solution enables them to be proactive (threshold alarms)-catch problem before it results in downtime

21. User Case Study # 2- Continued • TCO Results • Reclaimed capacity • Found of many file servers had old –non essential files (about 10% of capacity on each server) • Burned to CD (9 cents MB) cleared 100’s of GBs disk ($1.50 MB) • Reduce Capital Expenditures • Previously assigned 50% spare to each server • Currently-minimal spare capacity <10% • Enabled faster migration • “Before we had the solution I had no idea how I would have done the analysis for the consolidation. We estimated it would take months to gather the data. With the SRM tool I did it in 3-4 days”

22. User Case Study # 2- Continued • Additional “Unexpected Benefits” • Can now create policies on storage usage • Without visibility couldn’t determine what policies were required • Can now enforce those policies • Solutions can automate reporting, threshold alerts, deletion or movement • IBM purchase of Trellisoft fortunate- they are IBM TSM customer • Will take advantage of integration (SRM can trigger TSM events based on user defined policies)

23. User Case Study- #3 UAL Loyalty Services • Company type • Portal for UAL and United Cargo e-commerce • Managing 25TB, 3 storage subsystems, FC over IP to tie together • Key Problems needed to address • Provisioning of storage taking between 10-12 days • Lack of internal knowledge- only few storage admin knew intricacies of provisioning process • Capacity growing- no additional hiring allowed • Manual processes time consuming • Management reports took 4-5 days to produce, required constant updates- no expenditures without reports

24. User Case Study # 3- Continued • Solution chosen: • Creekpath AIM Suite • Provides discovery and management of storage network assets • Provides the ability to automated the storage provisioning process • Chose solution based on functionality,ease of use, open architecture, elements supported • Installed, configured and discovered in 2.5 hours • Addresses management, storage admin and server admin requirements • Evaluated multiple vendors solutions- responsive, strong strategy • Pricing model (per port) seemed more appropriate to them

25. User Case Study # 3- Continued • TCO Results • ROI-45 days • Solution price > $250K to manage entire environment • Labor costs significantly reduced (at $100K year loading) • Provisioning window reduced from 10-12 days to < 4 hours • Solution enables multiple administrators to perform capacity provisioning-reduces risk, increase efficiencies • Solution ties into and automates volume manager- reduces server administrators task to assign the newly provisioned capacity • Management reports now take minutes • Management can view many reports without admin support

26. User Case Study # 3- Continued • TCO Results • Reduce capital expenditures • More effective capacity planning • Enabling management to do storage charge back • Currently not billing, but providing departments with reports • Additional “Unexpected” Benefits • Now able to do many more strategic management initiatives • Security, performance analysis etc • Needed resource management first before could embark on the other initiatives

27. User Case Study- #4 Financial Services • Company type • Financial Services Organization • Oversee 228TB, 70% on SAN, 20% DAS, 5% NAS • Key Problems needed to address • Multiple issues with Provisioning storage • Averaged 100 capacity requests and 300 volume management change requests per month • Developed homegrown automated provisioning solution • Difficult to support- not core competency-waste of resources • Have strict internal policies about when provisioning can occur to what SAN- needed a solution that could support these rules

28. User Case Study # 4- Continued • Solution chosen: • InterSAN- Pathline • Provides discovery and management of storage network assets • Provides the ability to automated the storage provisioning process • Integrated solutions with their existing workflow manager to support batch changes, existing policies • Chose solution based on functionality,ease of use, elements supported, integration flexibility, responsiveness (evaluated 7 other vendors) • Entire SAN under management

29. User Case Study # 4- Continued • TCO Results • ROI-1.5 years*** (on track) • *** Did not include auto-provisioning as part of ROI calculations as they already had homegrown solution • ***ROI calculations only based on reduced labor to develop & support their own software • *** Headcount “savings” not counted into ROI calculation • Labor costs significantly reduced (at $175K year loading) • Automating provisioning saves 1200 man hours a year • Alleviated development and support of solution • Avoided need for additional headcount • Software cost savings • Enabled them to phase out multiple different management applications

30. User Case Study # 4- Continued • Additional “Unexpected Benefits” • Solutions provides ability to audit policies- can now report on adherence to policies (or not) • Able to establish SLA’s around availability • Will provide SLA’s on performance with upgrades • Reduces vendor lock in (was part of cost justification) • Ability to manage heterogeneous solutions much easier • No need to have internal development effort which limited their ability to expand vendor support

31. Storage Management Workshop How to choose the right solutions to help reduce storage TCO

32. Storage Network Managers (SNM) Storage Resource Managers (SRM) Storage Area Managers (SAM) Automated Resource Managers(ARM) Element Managers Automated Data Movement/Migration (ADM) Virtualization Solutions Media Management Backup Reporting Storage Process Automation Solutions Policy Managers How Do you Choose the Right Solutions? Which is the solution for your needs???

33. Enterprise Storage Management Framework ESG Software Segment Definitions Security Storage Process Automation Automated Resource Management (ARM) Automated Data Migration (ADM) Data Management • Enterprise Management Frameworks (ESM) represent the future of storage management and information management software • ESM Frameworks are fully integratedsoftware suites that incorporate functionality from the 3 major categories of storage management software, (ARM, ADM, and DM) • ESM Frameworks tie these functional products & solutions together with policy engines in order to provide full storage process automation

34. Enterprise Storage Management Framework ESG Software Segment Definitions “Asset & Performance Management” “Data Valuation & Resource Optimization” “Data Protection & Retention” Automated Resource Management (ARM) Automated Data Migration (ADM) Data Management Security Storage Process Automation • Has the ability to perform logical asset discovery, monitoring and grouping to the file system level (a subset of SRM functionality) • Has the ability to perform physical asset discovery, mapping, and management (a subset of SNM functionality) • Has an integrated policy engine which enables the ARM solution to take action internal to its own application or to trigger an external application. • Enables auto-provisioning of storage capacity • Has the ability to perform logical asset discovery, monitoring and grouping to the file system level (a subset of SRM functionality) • Has a “multi-threaded” relational policy engine that provides the ability to review multiple criteria in conjunction to determine a relative “value” of data. ARM solutions do have integrated Policy engines but are not “multi-threaded”, that is they cannot and do not perform data valuation or profiling. • Has integrated Replication components that can be triggered • Enables auto-provisioning of storage capacity • Contains classic storage software tools and applications in use today • Data Management has been the foundation of ESG’s ESM model since the first iteration • Primarily focused on data protection • Most mature market category

35. Enterprise Storage Management Framework ESG Software Segment Definitions Automated Resource Management (ARM) Automated Data Migration (ADM) Data Management “Asset & Performance Management” Security Storage Process Automation “Data Protection & Retention” “Data Valuation & Resource Optimization” • Includes software that resides in various layers of the infrastructure • Prevents unauthorized access to networks, systems, and storage assets • Although integral to a fully-realized ESM Framework, ESG categorizes Security as a still-emerging, embedded technology for 2003 • Represent a fully-realized policy engine that ties all other components together • Provides an intelligent “workflow” engine that enable the complete automation of processes and all supporting functions

36. Enterprise Storage Management Framework ESG Software Segment Taxonomy “Asset & Performance Management” “Data Protection & Retention” “Data Valuation & Resource Optimization” Security Storage Process Automation Automated Resource Management (ARM) Automated Data Migration (ADM) Data Management How do we align our storage use with business priorities? How do we make sure important data is on the most highly available resources? How do we make sure non- essential data is not taking up our costly resources? How do we comply to regulations without increasing costs? How do we automatically enforce data usage policies? Need to make sure we can recover from a failure. How do we develop a cost effective BC plan? How do we know our backups are actually completing? How do we know where all the archived data is located? What resources do we have? How are those resources being used? How do we reclaim wasted capacity? How do we manage heterogeneous arrays and elements? Provisioning capacity too time consuming- how do we streamline?

37. Foundation Technologies Enabling Technologies Enterprise Storage Management Framework ESG Software Segment Taxonomy “Data Protection & Retention” “Asset & Performance Management” “Data Valuation & Resource Optimization” Automated Resource Management (ARM) Automated Data Migration (ADM) Data Management Security Storage Process Automation

38. Enabling Technologies Enterprise Storage Management Framework ESG Software Segment Taxonomy “Asset & Performance Management” “Data Valuation & Resource Optimization” “Data Protection & Retention” Automated Resource Management (ARM) Automated Data Migration (ADM) Data Management Security Storage Process Automation Policy Engine ASRM Solutions Provisioning Components Data Movement Archive SRM Solutions Data Valuation & Profiling Backup SNM Solutions Policy Engine Replication

39. Element Management HSM Clustering Components File Systems Replication Components Virtualization Components Virtualization Components HSM Volume Mgmt Components Virtualization Components Enterprise Storage Management Framework ESG Software Segment Taxonomy “Asset & Performance Management” “Data Protection & Retention” “Data Valuation & Resource Optimization” Security Storage Process Automation Data Management Automated Resource Management (ARM) Automated Data Migration (ADM) Policy Engine ASRM Solutions Provisioning Components Data Movement Archive SRM Solutions Data Valuation & Profiling Backup SNM Solutions Policy Engine Replication