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Mitigate Costs & Maximize Value with a Best-Fit Backup Architecture Strategy
Info-Tech Research Group Exploding volumes of data are driving the search for faster and more reliable backup, but data value and restore speed are also critical considerations. “Tape is Dead” is a hot button phrase that is often thrown around in backup architecture discussions. While tape may not be completely obsolete yet, its role in backup processes has changed dramatically for organizations with more modern and demanding high availability needs. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],The real value of the backup process is found in the speed of the restore and the availability of critical data Interest in Backup Architecture
Executive Summary Info-Tech Research Group
Strategize ,[object Object],[object Object],[object Object],[object Object],Next Section in Brief Compare  Select 1 3 2
Form the strategy around the value of the restore, as well as the backup ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Info-Tech Research Group “ Backups are only as good as the restore they provide.”  – Guy Netaneli, CTO and Managing Director of Services, e-ternity Business Continuity Consultant Inc. Don’t focus so much on your backup procedures that you forget the reason they’re in place – to protect your data in the event of loss.
Don’t think of backup as a storage tier – backup adds  value to all tiers ,[object Object],[object Object],[object Object],[object Object],[object Object],Backup Non-critical Data Mission Critical Data  Info-Tech Research Group Tier  One Storage Tier Two Storage Archive Tier Storage A mixed backup architecture may be the optimal solution if there is a wide variance in the criticality of data being stored across the organization. Don’t store tier one data in the same place as archived data. Info-Tech Insight:
Don’t confuse backup with archiving Info-Tech Research Group Although backup and archiving play very different roles within storage architecture and have very different needs, they are often incorrectly used synonymously. Understand the distinction to effectively accomplish both goals. “ I don’t think of backup by itself ... because your storage has to include everything from primary storage to backup to disaster recovery and redundancy.”   Ted Kull, Director of Information Systems  Society for Industrial and Applied Mathematics (SIAM) Police officers call in for “backup” to protect their immediate interests and initiatives. Data backup is no different. It protects the services from a short-term failure or outage. All current data and the majority of important historical data must be backed up to ensure a smooth process. Archives typically exist to provide occasional access to historical information. Most archived information will never be touched, but it simply exists to protect against the need that past data needs to be recalled. Archived data can tolerate a slow restore or retrieval because by nature it isn’t usually time sensitive.  Even archived data should be backed up . In the case of an archiving failure or malfunction, important archived data may still need to be on hand.  Info-Tech Insight:
Recognize the value of the data  and its requisite downtime to understand risks ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Info-Tech Research Group Aim to meet restore objectives, not exceed them. Using costly high-accessibility storage and backup architectures for infrequently accessed and/or less valuable data is a waste of money.  Info-Tech Recommends:
Case Study 1: Sluggish restore of mission-critical data drove a technology services company to undertake a backup architecture redesign Info-Tech Research Group ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],“ ” We actually had a couple of data restore incidents where we had to get data restored beyond the 30 day window. -  Vice President
Ensure mission-critical data is secure & available when it’s needed ,[object Object],[object Object],[object Object],Info-Tech Research Group Don’t overestimate the amount of mission-critical data that you plan to back up. Storing less critical data on  upper tier storage has significant cost implications and can add negative value.  Only designate data that cannot be down for any amount of time as mission critical.  Those implementing a new backup architecture solution have higher ratios of mission-critical data than those who have already implemented. This indicates that  high levels of mission-critical data is an important factor in backup upgrade decisions.
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Evaluate the current balance of architectural tiers  to ensure an appropriate fit with data value & sensitivity Info-Tech Research Group
Develop RPOs & RTOs that are driven by critical capabilities ,[object Object],[object Object],[object Object],Info-Tech Research Group The financial loss from downtime (including opportunity costs) must be balanced properly with the cost of backup and restore in order to avoid business-crippling damages from unexpected outages. RPO/RTO Driving Data Media heavy data (video, images, audio) can be very large and move through a bandwidth constrained Internet connection very slowly.  Emergency or medical data take up less space but have significant time and security sensitivity. A near instant restore can be critical to business emergency functionality in life threatening situations.  Stock trading data may need to handle large amounts of volume over short trading sprints and is extremely sensitive to outages. A few seconds of downtime means millions of dollars in lost potential trading revenue.
Consider architectures that restore within  targeted RPO/RTO to avoid unacceptable downtime ,[object Object],Info-Tech Research Group Regulation High Availability Footprint and Efficiency 1 2 3 Low Cost Speed and Performance Reliability Durability High Capacity Low Cost Speed and Performance Reliability Durability High Capacity Low Cost Speed and Performance Reliability Durability High Capacity Architecture Features Required: ,[object Object],[object Object],[object Object],[object Object],[object Object]
Strategize ,[object Object],[object Object],[object Object],[object Object],[object Object],Next Section in Brief Compare Select 2 1 3
Balance RPOs/RTOs and TCO when determining  restore requirements Info-Tech Research Group If restore objectives and total cost of ownership are unbalanced, you are either spending too little or spending too much. Be sure to do a proper cost/benefit analysis of all TCO aspects to fit within a proper RPO and RTO at a non-detrimental cost. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],Desire for faster, more reliable backup creation & improved restore performance are driving new architecture adoption Info-Tech Research Group N=121  ,[object Object],[object Object],The speed of light is faster than a truck Another significant factor driving adoption is offsite replication. Tapes must be transported offsite physically, while any disc-based backup can be sent online. Physical transportation creates more management complexities and takes more time.
Plan for the future: create an upgrade plan that fits into  long-term data growth strategies ,[object Object],Info-Tech Research Group Arrows Indicate Natural Migration Paths Magnetic Tape  backup is the traditional industry  standard and where many organizations still are today. In many cases, the lower cost of tape and a previous investment in the architecture make it an easy continual choice for price sensitive and restore time tolerant organizations. Disc arrays  (including Virtual Tape Libraries)   are currently the most common upgrade from tape. Costs can remain relatively low with advantages like deduplication, and the media is much more reliable for restores. On the down side, the hard drives must constantly be spinning for data rarely accessed, and management can be more complex and expensive than tape. Cloud Storage  is not being heavily adopted yet, mostly due to the increased bandwidth required to back up straight to the cloud. With virtually no upfront costs, however, it may be appropriate for small shops with smaller, infrequently changing databases. Cloud Replication  is the optimal solution for organizations that have a lot of critical data and a lot to spend on a double infrastructure. Cost Data Criticality Cloud as Primary Magnetic Tape Disc Arrays Cloud Replication
Backup architecture is not one-size-fits-all;   u se these scenarios to pinpoint the right architecture strategy Info-Tech Research Group
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Tape-based backup is cheap, but incurs  physical complexities and media corruption is a concern Info-Tech Research Group vs. Tape Library SAN Backup Server Indexed Storage Offsite Storage Backup Restore
Use tapes for cost-effective backup of data that is  not mission critical Info-Tech Research Group Speed is the top priority of tape owners looking into new platforms
Virtual tape libraries enable faster and more  reliable disc-based backup while appearing to be tape Info-Tech Research Group Virtual Tape Libraries (VTLs) virtualize a disc array to appear as tape, which enables organizations currently using tape to utilize their existing infrastructure, software, and tools while exponentially increasing the performance of the backup and recovery processes. Tape Library Before After Most infrastructure remains the same before and after a move from tape to a VTL   Virtual Tape Software Interface Disc Array SAN Backup Server SAN Backup Server Don’t use VTLs as a permanent solution, only as a temporary transition from tape to disc. In the long run, the slight inefficiencies of the extra virtualized layer will be significant.  Info-Tech Insight:
Make an easy switch from tape by opting for a VTL for increased restore performance  Info-Tech Research Group Data integrity and restore speed are the two biggest issues that drive organizations from tape libraries to using VTLs. Many tape users have complete confidence in their backup architecture in terms of capacity and backup speed.
Advanced compression features like deduplication  dramatically lower the TCO of D2D, increasing its viability ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Info-Tech Research Group Deduplication can reduce the pain of larger costs for higher-performing disc-based backup by dramatically decreasing the actual disc space required to store large amounts of data with frequent duplications. Depending on the repetition level in the data sets being stored, deduplication can produce anywhere from a 2:1 to a 50:1 convergence ratio in the backup storage required. Deduplication of 16 Virtual Desktops OS File Storage: 12GB x 16 VMs = 192GB  Unique File Storage: 2GB x 16 VMs = 32GB  Total = 224GB After Deduplication OS File Storage: 12GB x 1 VM = 12GB  Unique File Storage: 2GB x 16 VMs = 32GB  Total = 44GB
Disc-based backup is gaining ground and adds increased comfort & short-term restore reliability improvements 1 Info-Tech Research Group Tier One Tier Two Archive 39% 32% 29% 46% 27% 27% Tape Disc Disc arrays tend to have slightly higher levels of tier one data, driving the need for increased backup and restore performance that comes with disc.  7%
Case Study 2: SIAM turned to piecemeal implementation to spread out the costs of a backup architecture overhaul Info-Tech Research Group ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],“ ” ,[object Object],[object Object]
Outsource backup directly to the cloud for smaller data sets to lower capital costs, but beware of the risks Info-Tech Research Group “ As for Cloud, to me that’s mostly hype. Sure, there’s something to be said for it, but in all the stories I read (and hear) people always seem to gloss over the minor issues of security and accounting. And performance, of course. You always hear of the miracles that will come your way with Cloud, but I’ve seen projects trying to get Cloud up in the air. And I’ve seen grownups about to burst into tears.”  -Willem Vermeer, IT Specialist at ING Personeel VOF (DSP) Although it appears that data is just being shipped off to a theoretical “cloud,” there are a lot of things going on behind the scenes that add value to the availability of the backup.  Pure Cloud Not Ready for Most Cloud direct backup is unrealistic for backups of more than a terabyte or two, especially if changes are frequent. Bandwidth would be constantly congested, and there is a high risk of bandwidth overage charges and a crippling of other Internet-reliant core business functions. Ideal Case There are ideal cases for cloud backup. A small business office that needs to back up a few workstations would likely find higher value and lower overall TCO through cloud direct backup, because it would obtain more value adds with almost no upfront costs. Don’t Underestimate Bandwidth Small shops moving to cloud backup usually underestimate their anticipated bandwidth usage by a significant margin. For a more accurate estimate, calculate not only the size of your data sets, but also the frequency of changes. E-mail servers are often the most overlooked while being the most backup bandwidth heavy, because they look small but change often.  SAN Backup Server Deduplication Primary Backup Offsite Replication Thin Provisioning Local Redundancy Local Redundancy
Direct cloud backup eases the pain of upfront capital costs & increases flexibility, but puts valuable data in third-party hands Info-Tech Research Group Speed of backup and low upfront costs are the most important factors for those who use cloud direct backup.
Case Study 3: E-mail server drives up bandwidth usage after North Waterloo Farmers Mutual moves to cloud backup Info-Tech Research Group ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],” We’ve been able to tweak how frequently we send offsite backups to help manage our bandwidth usage, however, you definitely need to be prepared for a substantial increase in your bandwidth usage when you move to online backups. -   Sharon Winkler, Network Administrator, North Waterloo Farmers Mutual 102754515 ,[object Object],[object Object],[object Object],[object Object],“
Employ online/cloud local replication to ensure  timely recoverability  Info-Tech Research Group The extra backup step causes replication users to be less confident in their backup speed, but the local replication inspires much higher confidence in the restore. SAN Backup Server Local Backup Appliance
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Use Info-Tech’s  Backup Architecture Appropriateness Assessment Tool  to find your best-fit architecture design ,[object Object],[object Object],Info-Tech Research Group The answers to these questions will produce a result from one of the four quadrants of potential backup target and architecture types.
Assess the lowest TCO while meeting  capacity needs & restore requirements 1 2 3 Info-Tech’s  Backup Architecture Acquisition TCO Comparison Tool  compares total cost factors, including energy consumption, maintenance, and licensing. Info-Tech’s   Backup Architecture Acquisition TCO Comparison  Tool Compare Apples to Apples ,[object Object],Compare TCO, not List Prices ,[object Object],Use our Comparative TCO Calculator ,[object Object]
Strategize ,[object Object],[object Object],[object Object],[object Object],Next Section in Brief Compare Implement 1 3 2
Make a solid strategic case for backup architecture acquisition ,[object Object],[object Object],[object Object],[object Object],Info-Tech Research Group Use Info-Tech’s  Backup Architecture  Acquisition Business  Plan  to justify your recommended acquisition. 1 2 3
Plan backup acquisition not only for today’s needs, but for projected needs of 2016 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Info-Tech Research Group Due to the ever increasing demands on data availability, tape will be nearly extinct from the  primary backup  role within five years. Tape will likely live on in archiving and “store forever” roles. Info-Tech Predicts:
Case Study 4: Hodges University upgrades its backup architecture to end data loss & bandwidth encroachment Info-Tech Research Group ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],“ ” ,[object Object],[object Object],102754515
Watch out for these “gotchas” & pitfalls
Proceed to vendor evaluation & product selection ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Info-Tech Research Group
Carefully compare the usual suspects of the backup  vendor landscape ,[object Object],[object Object],[object Object],Info-Tech Research Group There tends to be overlap and movement between vendors offering tape solutions and VTL solutions, as well as disk array solutions and VTL solutions. By contrast, cloud storage vendors tend to stand apart from the others due to a large difference in the core competencies required.  Data Domain IBM Sun Microsystems EMC  FalconStor NetApp Overland Storage Quantum Tandberg Data Spectralogic Tape Vendors The mainstream tape market’s overarching strategy has been to move to VTLs to support waning sales. As tape becomes less popular, these same vendors will compete in the disk array market. Info-Tech Predicts: Oracle Barracuda Egnyte Trend Micro 3X Systems Compellent Exagrid EMC IBM NetApp HP Dell
Conclusions ,[object Object],[object Object],[object Object],[object Object],[object Object],Info-Tech Research Group ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Strategy Comparison Implementation
Appendix I: Server Acquisition Survey Demographics Info-Tech Research Group Responses by Industry Responses by Number of Employees Which describes your current server acquisition situation How many virtual and physical servers do you maintain?

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Mitigate costs with backup architecture strategy

  • 1. Mitigate Costs & Maximize Value with a Best-Fit Backup Architecture Strategy
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  • 7. Don’t confuse backup with archiving Info-Tech Research Group Although backup and archiving play very different roles within storage architecture and have very different needs, they are often incorrectly used synonymously. Understand the distinction to effectively accomplish both goals. “ I don’t think of backup by itself ... because your storage has to include everything from primary storage to backup to disaster recovery and redundancy.” Ted Kull, Director of Information Systems Society for Industrial and Applied Mathematics (SIAM) Police officers call in for “backup” to protect their immediate interests and initiatives. Data backup is no different. It protects the services from a short-term failure or outage. All current data and the majority of important historical data must be backed up to ensure a smooth process. Archives typically exist to provide occasional access to historical information. Most archived information will never be touched, but it simply exists to protect against the need that past data needs to be recalled. Archived data can tolerate a slow restore or retrieval because by nature it isn’t usually time sensitive. Even archived data should be backed up . In the case of an archiving failure or malfunction, important archived data may still need to be on hand. Info-Tech Insight:
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  • 18. Backup architecture is not one-size-fits-all; u se these scenarios to pinpoint the right architecture strategy Info-Tech Research Group
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  • 20. Use tapes for cost-effective backup of data that is not mission critical Info-Tech Research Group Speed is the top priority of tape owners looking into new platforms
  • 21. Virtual tape libraries enable faster and more reliable disc-based backup while appearing to be tape Info-Tech Research Group Virtual Tape Libraries (VTLs) virtualize a disc array to appear as tape, which enables organizations currently using tape to utilize their existing infrastructure, software, and tools while exponentially increasing the performance of the backup and recovery processes. Tape Library Before After Most infrastructure remains the same before and after a move from tape to a VTL Virtual Tape Software Interface Disc Array SAN Backup Server SAN Backup Server Don’t use VTLs as a permanent solution, only as a temporary transition from tape to disc. In the long run, the slight inefficiencies of the extra virtualized layer will be significant. Info-Tech Insight:
  • 22. Make an easy switch from tape by opting for a VTL for increased restore performance Info-Tech Research Group Data integrity and restore speed are the two biggest issues that drive organizations from tape libraries to using VTLs. Many tape users have complete confidence in their backup architecture in terms of capacity and backup speed.
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  • 24. Disc-based backup is gaining ground and adds increased comfort & short-term restore reliability improvements 1 Info-Tech Research Group Tier One Tier Two Archive 39% 32% 29% 46% 27% 27% Tape Disc Disc arrays tend to have slightly higher levels of tier one data, driving the need for increased backup and restore performance that comes with disc. 7%
  • 25.
  • 26. Outsource backup directly to the cloud for smaller data sets to lower capital costs, but beware of the risks Info-Tech Research Group “ As for Cloud, to me that’s mostly hype. Sure, there’s something to be said for it, but in all the stories I read (and hear) people always seem to gloss over the minor issues of security and accounting. And performance, of course. You always hear of the miracles that will come your way with Cloud, but I’ve seen projects trying to get Cloud up in the air. And I’ve seen grownups about to burst into tears.” -Willem Vermeer, IT Specialist at ING Personeel VOF (DSP) Although it appears that data is just being shipped off to a theoretical “cloud,” there are a lot of things going on behind the scenes that add value to the availability of the backup. Pure Cloud Not Ready for Most Cloud direct backup is unrealistic for backups of more than a terabyte or two, especially if changes are frequent. Bandwidth would be constantly congested, and there is a high risk of bandwidth overage charges and a crippling of other Internet-reliant core business functions. Ideal Case There are ideal cases for cloud backup. A small business office that needs to back up a few workstations would likely find higher value and lower overall TCO through cloud direct backup, because it would obtain more value adds with almost no upfront costs. Don’t Underestimate Bandwidth Small shops moving to cloud backup usually underestimate their anticipated bandwidth usage by a significant margin. For a more accurate estimate, calculate not only the size of your data sets, but also the frequency of changes. E-mail servers are often the most overlooked while being the most backup bandwidth heavy, because they look small but change often. SAN Backup Server Deduplication Primary Backup Offsite Replication Thin Provisioning Local Redundancy Local Redundancy
  • 27. Direct cloud backup eases the pain of upfront capital costs & increases flexibility, but puts valuable data in third-party hands Info-Tech Research Group Speed of backup and low upfront costs are the most important factors for those who use cloud direct backup.
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  • 29. Employ online/cloud local replication to ensure timely recoverability Info-Tech Research Group The extra backup step causes replication users to be less confident in their backup speed, but the local replication inspires much higher confidence in the restore. SAN Backup Server Local Backup Appliance
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  • 36. Watch out for these “gotchas” & pitfalls
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  • 40. Appendix I: Server Acquisition Survey Demographics Info-Tech Research Group Responses by Industry Responses by Number of Employees Which describes your current server acquisition situation How many virtual and physical servers do you maintain?