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

2. Hosted by What Well 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. Hosted by 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!!! Its all true….but

4. Hosted by 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. Hosted by 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. Hosted by 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. Hosted by 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. Hosted by How to chose- its 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. Hosted by 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. Hosted by 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. Hosted by Storage Managements 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. Hosted by Storage Managements 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. Hosted by User Case Studies Real Life TCO and ROI results

14. Hosted by 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. Hosted by 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 didnt

16. Hosted by 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. Hosted by User Case Study # 1- Continued Additional Unexpected Benefits Can now create policies on storage usage Without visibility couldnt 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. Hosted by 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. Hosted by 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. Hosted by 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. Hosted by 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 100s 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. Hosted by User Case Study # 2- Continued Additional Unexpected Benefits Can now create policies on storage usage Without visibility couldnt 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. Hosted by 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. Hosted by 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. Hosted by 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. Hosted by 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. Hosted by 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. Hosted by 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. Hosted by 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. Hosted by 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 SLAs around availability Will provide SLAs 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. Hosted by Storage Management Workshop How to choose the right solutions to help reduce storage TCO

32. Hosted by How Do you Choose the Right Solutions? 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 Which is the solution for your needs???

33. Hosted by Storage Process Automation Security Data Management Automated Data Migration (ADM) Automated Data Migration (ADM) ESG Software Segment Definitions Enterprise Storage Management Framework Automated Resource Management (ARM) Automated Resource Management (ARM) Enterprise Management Frameworks (ESM) represent the future of storage management and information management software ESM Frameworks are fully integrated software 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. Hosted by Storage Process Automation Security Data Management Automated Data Migration (ADM) Automated Data Migration (ADM) ESG Software Segment Definitions Enterprise Storage Management Framework Automated Resource Management (ARM) Automated Resource Management (ARM) Data Protection & Retention Data Valuation & Resource Optimization Asset & Performance Management 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 ESGs ESM model since the first iteration Primarily focused on data protection Most mature market category

35. Hosted by Storage Process Automation Security Data Management Automated Data Migration (ADM) Automated Data Migration (ADM) ESG Software Segment Definitions Enterprise Storage Management Framework Automated Resource Management (ARM) Automated Resource Management (ARM) Data Protection & Retention Data Valuation & Resource Optimization 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 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 Asset & Performance Management

36. Hosted by Data Management Automated Data Migration (ADM) Automated Data Migration (ADM) ESG Software Segment Taxonomy Enterprise Storage Management Framework Automated Resource Management (ARM) Automated Resource Management (ARM) Data Protection & Retention Data Valuation & Resource Optimization Storage Process Automation Security Asset & Performance Management 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? 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?

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

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

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