Data Protection for Sales TSM, CDP and TSM Express

© 2006 IBM Corporation

Data Protection for SalesTSM, CDP and TSM Express

Varna 06.2007

© 2005 IBM CorporationInformation On Demand | Data Assets and Systems2

Information Assets & SystemsFiles, Storage, Servers, Networks

Information ServicesData Management, Information Integration, Business Intelligence,

Content Management, Master Data Management

Information AcceleratorsIndustry Specific Services, Models, Maps, Schemas & Policies

Business ApplicationsCommercial, Internally Developed, Composite-Based

Business ProcessesManage, Collaborate, Optimize

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Information On Demand


Information Assets & Systems

Resource Virtualization

Systems Storage Servers Networking

Infrastructure Management

Business Continuity


Retention & Lifecycle

Management


Construct a Variable Cost Hierarchy of Storage

Enterpriseclass

Mid-range Low-cost

WORM WORM WORM

Automated Manual

Hierarchymanagement

Duplication management

Mediamanagement

Vaulting management

Assist with compliancemanagement

Hierarchymanagement

Duplication management

Mediamanagement

Vaulting management

Assist with compliancemanagement


Backup

Archive

HSM

Backup

Backup

Backup

Matching the changing value of information to avariable-cost hierarchy of storage

Backup

Archive

SAP instanceFile system

Database

Archive

Mail repository

Application Server


IBM Tivoli Storage Manager

CompleteComplete Storage Management (basic functions)– backup / restore

– archive / retrieve

– disaster recovery

– space management (hsm)

– database and application protection

– bare machine recovery

– data retention

– continuous data protection

ScaleableScaleable from PC servers through UNIX and mid-range servers to OS/390 mainframe servers

HeterogeneousHeterogeneous platform coverage for 13 different operating environments

http://www-306.ibm.com/software/tivoli/products/storage-mgr/


Why Recovery Management?Ensure Recoverability

The Problem– Losing business information can result in application outages, project delays,

diverted resources or regulatory scrutiny. In many businesses, protection of data may also be required by law. This environment is driving IT managers to implement comprehensive solutions for managing the recoverability of enterprise data.

The Solution– Ensure recoverability through the automated creation, tracking and vaulting of

reliable recovery points for all enterprise data


Value of IBM Tivoli Storage Manager Backup

Automate the recovery management of file data. Results

– Improved Application Availability• Speed recovery of files, file systems or bare machines• Include file recovery in a comprehensive data disaster recovery plan

– Optimized Storage Resource Utilization• Optimize backup granularity• Store backup copies in a hierarchy of lower-cost storage – the specific level chosen to

optimize cost against recovery time objective

– Enhanced Storage Personnel Productivity• Create a single point of control, administration and security for file recovery


Backup / Restore

Progressive / selective / adaptive subfile Progressive / selective / adaptive subfile differencing / point-in-time / volume leveldifferencing / point-in-time / volume level

Multiple versions keptMultiple versions kept

Policy managedPolicy managed

System assisted restore - System assisted restore - Individual or help desk restores

Automated schedulingAutomated scheduling

Single File Hard Disk

Data ProtectionData Protection

TSM Server

DB

BACKUP

RESTORE

TSM Client


Progressive Incremental Backup ONLY new or changed files backed upONLY new or changed files backed up

NO redundant backupsNO redundant backups

Restores don’t require the same file to be restored multiple timesRestores don’t require the same file to be restored multiple times

NO wasteful weekly full backups and their dependent NO wasteful weekly full backups and their dependent

incremental/differentialincremental/differential

Data tracked at file levelData tracked at file level

Accurate restores Accurate restores

A1B1C1D1

B2 C2

A2 B3

A1B1C1D1

C3

A2 B2 B3 C2 C3

A1 A2B1 B2 B3C1 C2 C3D1

Monday Tuesday Wednesday Thursday Friday

ABCD

A1B1C1D1

B2C2

A2

C3B3

Full +Incremental

Full +Differential

ProgressiveBackup

RESTORE

5 Tapes9 Files

2 Tapes9 Files

1 Tapes4 Files

B2 C2

A2 B2 C2

A2 B2 C2 C3


Database and Application Protection

Online (hot) backupOnline (hot) backup

Incremental backupIncremental backup

Data integrityData integrity

Automation and SchedulingAutomation and Scheduling

Seamless integration – LAN Free, SAN, parallel Seamless integration – LAN Free, SAN, parallel

multiplexed connectionmultiplexed connection

IBM Tivoli Storage Manager for ….Application Servers Web Sphere

Databases Oracle, Microsoft SQLEnterprise Resource Planning SAP R/3Mail Lotus Domino, Microsoft ExchangeHardware ESS flashcopy integration(support inside of DB) Informix, DB2

Online BackupOnline Backup

TSM Server

Backup

Restore

TSM Client

DB

DB


Tivoli Disaster Recovery Manager

Automatically generated disaster recovery planAutomatically generated disaster recovery plan

Detailed tracking of off-site volumesDetailed tracking of off-site volumesBusiness ContinuityBusiness Continuity

Recovery Plan File

DB

TargetTSM Server

DB

SourceTSM Server

DB

Copies

http://www-306.ibm.com/software/tivoli/solutions/disaster/


Tivoli Storage Manager’s Bare Machine Recovery

Ensure business continuanceEnsure business continuance Reduce administrative costsReduce administrative costs Maximize current hardware investmentMaximize current hardware investment

Brings back system to state of last backup–Recovers all the OS changes and customizations

Streamlines and automates the OS recovery process

–Eliminates the need for highly skilled professionals to manually reinstall hardware, network, patches…

–Speeds up the recovery time Integrates bare machine backups directly to Tivoli Storage Manager server

Cristie Bare Machine Recovery V4.2

Tivoli Storage Manager's V5.3

ASR

Tivoli Storage Manager for

System Backup and

RecoveryAIX 4.3.X, 5.1, 5.2, 5.3

YES

Windows NT YES Windows 2000 YES Windows XP YES YES Windows 2003 YES YES Sun YesLinux YesHP Yes

http://www-306.ibm.com/software/tivoli/products/storage-mgr-sysback/



Resource Virtualization

Systems Storage Servers Networking

Infrastructure Management

Business Continuity


Retention & Lifecycle

Management


Why Archive Management?Manage Cost

The Problem– Regulatory and bookkeeping requirements are driving businesses to

maintain an increasing amount of data for long periods of time. IT managers are looking for ways to satisfy these requirements while controlling overall storage costs.

The Solution– Manage cost associated with capturing point-in-time copies of

important data for regulatory or bookkeeping requirements by maintaining this inactive data in a hierarchy of lower-cost storage.


Value of IBM Tivoli Storage Manager Archive

Manage the process – and control the cost of archiving files. Results

– Improved Application Availability• Speed file-server recovery times by moving file archive copies to a

hierarchy of lower-cost storage – recover only active data– Optimized Storage Resource Utilization

• Move file archive copies to a hierarchy of lower-cost storage• Reduce backup times and resource usage by focusing on active files

– Enhanced Storage Personnel Productivity• Index file archive copies with descriptive meta-data to aid administrators in

locating historical information


Archive / Retrieve

Long-term storageLong-term storage

Point in time copyPoint in time copy

Retention periodRetention period


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Audit

Records RetentionRecords Retention

DB

TSM Server

Archive

Retrieve

TSM Client


IBM System Storage Archive ManagerHelps meet data retention/disposition regulations and policies

– Protects data by disallowing explicit data deletion, prior to the retention criteria

– Manages data by leveraging retention policies and expiration processes

– Offers choices on where to store data by capitalizing on extensive device support

– Works with Archive Manager client, content manager & archive applications to easily retrieve data

Rich Archive functions– Chronological Retention time policy:

• Objects held for a specific time interval – e.g. 3 years– Event-based retention protection:

• Object expiration count down starts when an event occurs – e.g the death of a policy holder– Deletion Hold / Release:

• Hold placed on objects so they will not be deleted until the deletion hold is released • e.g. court case is closed

Day 0

Data stored in Archive Manager Server

Minimum retention

API ‘Event’ issuedAutomated Expiration

Data deleted from Archive Manager

Retention period

after event occurs

XAPI ‘Release’ issuedAPI ‘Hold’ issued

API ‘Delete’ issued

Admin issued Delete filespace

Content ManagersArchive Manager

API

http://www-306.ibm.com/software/tivoli/products/storage-mgr-data-reten/


Why Hierarchical Storage Management?Control Storage Growth

The Problem– A significant portion of storage capacity consumption is due to low-

activity or inactive data. As overall storage costs continue to grow, IT managers are looking for more efficient ways to store this data.

The Solution– Control storage growth with automated identification and movement

of low-activity or inactive files to a hierarchy of lower-cost storage


Value of TSM for Space Management

Automate the identification and movement of low-activity or inactive files to a hierarchy of lower-cost storage.

Results– Improved Application Availability

• Speed file-server recovery times by moving inactive files to a hierarchy of lower-cost storage

– Optimized Storage Resource Utilization• Move low-activity or inactive files to a hierarchy of lower-cost storage• Reduce backup times and resource usage by focusing on active files

– Enhanced Storage Personnel Productivity• Eliminate manual file system clean-up activities


IBM Tivoli Storage for Space ManagementIBM Tivoli Storage HSM for Windows

Migrates inactive dataMigrates inactive data

Transparent recallTransparent recall


Integrated with backupIntegrated with backup

Cost/Disk Full Reduction

Efficient Use of StorageEfficient Use of Storage

DB

TSM Server

Migrate

Recall

TSM Client

http://www-306.ibm.com/software/tivoli/products/storage-mgr-space/


Tivoli Storage Manager –vs- Veritas NetBackup Fastest Backup Cycle 40% Faster than Veritas NetBackup

Fastest Restores 87% Faster than Veritas NetBackup

Best Tape and Disk Utilization 4x fewer tapes and 44% less disk than Veritas NetBackup

IBM Tivoli Storage Manager Veritas NetBackupUtilizes powerful relational database to track meta data Uses flat file catalog that can’t span filesystems

Only needs to back up new and changed files – progressive backup

Must do weekly full backups

Policy changes retroactively applied to previously backed up/archived data

Policies changes are not retroactive – must REBACKUP data

Mobile backup function built in Additional product

Archived files are retained for long term storage based on management policy

Archive is just a backed up file followed by deletion of original file

DR planning built in and automated Additional manual service

Flexibility to move data from one type of media to another No migration capability

Able to reclaim dead space on local tapes No tape reclamation capabilities

Restores just version of files needed Wastefully restores full + incrementals

http://www.evaluatorgroup.com/ibm/


Tivoli Storage Manager Express


Targeting small to medium business (SMB) Simplicity of implementation and management Based on current TSM product code with Easy upgrade to TSM

ConceptBasic requirements we started with


Product Strategy

Focus on doing a great job on core needs Add features based on market experience Leave the “check every box” requirements to

TSM Base/TSM EE

Core Needs

Good Feature

Some Users Want

Design Point Description

1 Small footprint 50 gigs

2 Easy install Under an hour, 2 CDs, configuration discovery

3 Ease of Use (Admin UI) Tailored for skill level (Windows)

4 Disk to Disk backup Reduced complexity, no tape mounts, fast restore

5 Simulated Grandfather – Father - Son backup model

Consistent with market methodology

6 Easily upgradeable to TSM Client migrates automatically to TSM EE

7 Reduced complexity Windows-only (Linux, Release 2)

8 Limited DB size to avoid scalability issues

20GB


What: Mid-tier offering developed using the TSM code base• Appliance-like in terms of ease, purchase and installation• Meets IBM SWG Express criteria• Focus on basic backup and recovery, relying on TSM for more sophisticated data

protection needs

TSM Express - Strategy

Segments: Two customer environments• Enterprise remote office or decentralized IT organizations

that do not require the full breadth of TSM capabilities

• SMB companies with less sophisticated IT environments which require basic backup and recovery services

Routes: Direct Sales and Partner-focused • Current Business Partners to reach departmental users of existing TSM accounts• Current BPs to extend their SMB coverage to reach new customers• IBM Express BPs who do not currently sell Tivoli or Storage• Volume Business Partners and Corporate Resellers

Large SMB

Mid-Market High End

Mid-Market Low End

Small Business


SMB Storage Market The 2005 worldwide opportunity for SMB mid-market backup and

recovery software is $384M, which is 26% of the total backup and recovery (Gartner 2004)

Needs of departmental and workgroup users mirror those of SMB Mid-market customers

Successful vendors will re-engineer for the special ease of use requirements of the market.

SMBs spend more than Large Enterprise on IT as a percentage of revenue, and that spend growing

Customers rate mid-market vendors based on :– Product usability

– Ease and speed of implementation

– Designing products for the midmarket from the ground up

Source: Gartner, 2005


TSM Express Overview

Customer Value Easy installation, configuration, and

operation ensures rapid time to value

Simplicity of implementation and management

No tape mounts required during client back up

Minimized network bandwidth Targeted at the small to medium

business (SMB) Low entry, competitive price

Feature/Function Less than 1 hour install, 2 CDs,

default configuration choices, discovery

Upgradeability to TSM – Same code base, easy entry point for TSM family

Point-in-time copies to removable media for off-site storage

Simplified tape rotation using familiar methods like Grandfather/Father/Son (GFS)

Disk-based incremental backup model allowing for rotation of off-line storage


Fast Backup

TSM Express ServerIncremental Disk-Based Backup

Disk Storage

User Data

Server

Server DataTSM Client

TSM Client

Workstation/Laptop


Fast Restore – Current Versions

TSM Express Server

Files to be Restored

Disk Storage

Workstation/Laptop

Client Data

Server

Server DataTSM Client

TSM Client


Creation of Off-Line Media

TSM Express Server

Current File set

Disk Storage

Copy of data for all or selected clients (when you choose)

Removable Storage


Restore: Traditional vs. TSM Express

Goal Traditional TSM Express

Restore the current version of files

Father and/or Son

On-Line Disk

Restore Weekly Data Father Father

Restore Monthly Data Grand-Father

Grand-Father


What is in TSM Express

Inherited from TSM Base– Calendar Based Scheduling– Health Monitor – Include/Exclude Lists– Limited Macros and Scripts– Pre and Post Schedules– Progressive Incremental Backups

TSM Express Originals– New Admin User Interface– New technology for Web Admin

Interface– Off-site Copies (Backup Set only)– Operational Reporting split out from

Management Console– Enhanced Backupsets with new

functionality– Limited Device Support

New From BP Requirements Differential Backupsets Image Backup/Restore Multiple Client Nodes on one Backupset TDP Support for Exchange TDP Support for SQL DB Backup/Restore Sony AIT Tape Device Support


Tivoli Storage Manger Express vs. TSM EEFeature TSM Express TSM EE 5.3.2Target Market 5 to 20 servers 20 + servers

Backup Disk to Disk Disk, Tape, etc

Install to 1st Backup Under 1 hr 1 Day

Platform Windows Extensive

DB size Up to 20 Gigabytes 530 Gigabytes Max

Disaster Recovery GFS Back up sets DRM, off-site copies, backup sets

Configuration Automatic Wizards and Manual

Client SW deployment Yes No

Database & Application Protection Exchange & SQL Multiple

Tape Management Fully Automated Some Automation

Device Support LTO, DLT, 4mm and Sony AIT 8mm Extensive

Network support LAN LAN, SAN WAN

Operational reporting Integrated Stand alone

Backup sets Extended capabilities for GFS Standard, Available in a future TSM release

Terminology Common market TSM terms

Command Line No Yes


Packaging and Pricing

Packaging Packaged as a standalone product

3 separate part numbers –TSM Express Base, TDPs for TSM Express (SQL and Exchange)

Current interest and intent to include TSM Express in a soft bundle offering with server and storage hardware

Terms and conditions TSM Express will be offered as an IPLA product under PassportAdvantage License restrictions limit Express to maximum of 4-way server

Pricing Entry price at or below competition Aggressive trade-up for TSM and TSM EE


Competitive Landscape

*Source: Harte-Hanks US Business database, June 2004

Backup and recovery needs met by a mix of solution types: mid-market client-server software departmental softwareappliancessingle user softwarenetwork/web based services

CA ARCserve and Veritas BackupExec are deployed in more SMB enterprises than any other vendor—by far


Competitive Products IBM Tivoli Storage Manager Express

VERITAS – NetBackup Server ( aka Business Server)– Backup Exec

CA BrightStor ARCserve

EMC– Legato Networker Business Edition– Legato Networker Workgroup Edition– Dantz Retrospect

CommVault Galaxy Express

HPQ– OpenView Storage Data Protector

Microsoft– Data Protection Server

Competition

http://www.hp.com/country/us/eng/welcome.html


IBM Tivoli Continuous Data Protection for Files


Increases in data volumes increase length of backup window

Business and regulatory requirements for data continuity are increasing

Disk costs declining making replication technologies more cost effective

Critical data assets found in remote offices, laptops, desktops often not protected

Employee productivity declines due to data loss which is a growing concern

Many data protection solutions miss the most valuable data (what the user is working on now)

Why is CDP for Files Needed?Companies would like to improve backup/recovery

time

70% of corporate data resides on desktops/laptops and fewer than 8% are backed-up. IDC & Gartner studies

30% of small businesses have no formal data protection procedure. Imation April 2003

40% of small businesses rank automated data backup and recovery as their primary IT need. ECT News Network

Disk costs declining making replication technologies more cost effective

Replication and backup will increasingly overlap

Continuous Data Protection is the next evolution of backup


Real-time true CDP Optional scheduled protection Tolerant of transient networks Versioning of files Point-in-time restore Archive retention WORM Disk Scalable Transparent

Small foot print Single endpoint No server component required Multiple targets, flexible backend Maintain Native file format Open architecture 10 patents filed

What is IBM Tivoli Continuous Data Protection for File?An evolution in data protection using a unique hybrid approach

Replication + Traditional Backup = CDP


Endpoint and Server Deployment Options

File Server

with TSM B/A Client

TSM Server

LAN

SAN

WAN

LAN Free to Disk

Remote OfficeEnd-point

Remote Office Server

1 2 3 4 5 6 Build Slide Progress

Endpoint CDP to Local Cache

Endpoint CDP to File Server

Endpoint CDP to File Server and or TSM Server

Server CDP to TSM Server over LAN

Server CDP LAN Free to Disk

Remote end-point CDP over WAN to HQ File Server

Remote Server CDP over WAN to HQ TSM Server


Improving backup resource utilization– Reducing or eliminating backup times.

Improving Recovery Point Objective (RPO)– Provides real time backups, so when a failure occurs, recovery can

restore the latest version.

– Reducing loss of productivity due to data loss.

Improving Recovery Time Objective (RTO)– Fast recovery from disk (local or remote)

– Improves IT staff productivity, end users can easily recover data without IT involvement.

IBM Tivoli Continuous Data Protection for Files Value Proposition - Overall costs savings for a business by...


IBM Tivoli Continuous Data Protection for FilesNo Backup Window

– deliver service and availability levels with a minimal to zero backup windowEasier than snapshot with more data recovery options

– with CDP for Files there is no need to understand more IT-savvy concepts such as "snapshots" and how maintain, configure, and age such elements.

Simple– Skilled storage administrators are difficult to find and/or retain.

Continuous Protection for critical data– Employee productivity suffers due to human errors causing data loss and lost time recreating data

Intelligent remote office backup and connection– Customers are considering a backup solution for remote offices: IBM's CDP is ideal for remote office

servers as it will locally version and protect high-importance files and migrates data back to corporate servers tolerating network spottiness.

Easily Protect Data on Mobile Assets– The organization is considering how to easily protect information assets found on individual desktops,

laptops with minimum administrationSecure data vaulting

– The organization needs to protect critical files from alteration or deletion, viruses and corruptions. IBM's CDP solution allows users set protections for critical corporate assets to prevent deletion or alteration of active files from end-user error, virus or corruption.


Features – Advantages - BenefitsFeatures Advantages Benefits

Continuous Data Protection real-time data protection

Simplified storage management may save IT and end user labor

Restore to point-in-time Mulitple versions of the files retained

Continuous data protection provides data integrity when viruses and corruptions attack systems

Backs up on periodic basis to a remote file server or to Tivoli Storage Manager

Faster backup Reduces or eliminates backup windows and Optimizes integration to network and enterprise data protection solutions

Backs up only changed files Less data is transferred

Optimizes bandwidth and network transfer of data

Backs up your files the moment they change

Real-time data protection

Continuously protects versions of files to allow customers choice of recovery points

Backs up files to local cache Stand-alone protection

Ability to write protect data locally even when not connected in case of virus, corruption, logical error or user error

Remote and local disk support

Choice of backup devices

Ability to send data to heterogeneous backup devices – Disk, NAS, USB, Local partition, LUN from SAN


Customer Validation

Released on November 28th 2004 on AlphaWorks.ibm.com under the name VitalFile.

1500 downloads and one of the most popular products on alphaWorks. Users from AT&T, Bechtel, Duke Energy, The New York Times, Harvard University.

Rated 4.5 out of 5 citing installation, performance and usability as their highest areas of satisfaction. In fact, users' quotes detail their enthusiasm for the product:

"SUPER", "It works !! quietly, effectively and in the background ... I now rely on it“"…Simple and elegant.“, “Ease“, "Ability to backup to a fileserver or TSM“

"Set up and forget it real-time backup is excellent“

“My CTO and I love it. It works as advertised and this fits our service-provider modelvery well. We are going to take serious look at rolling this out to 50 clients immediately.”

- Jim Tenner, CEO BroadLeaf Services



Strengths

1. Fast time to deployment2. Ease of use3. Eliminate or reduce your backup window

4. Integrates easily to existing data protection solutions5. Effective backup remote/mobile users6. Simple departmental and remote office solution7. Increased user productivity8. Automating protestation of ALL corporate assets 9. Protect critical files from alteration, deletion, viruses and corruptions10.More granular point in time restore



When a file is saved...– A copy is stored on local disk– Another copy can be sent to a

file server or NAS– Another copy can be sent to

an IBM TSM Server

IBM Tivoli CDP for Files– Real Time Data Protection– No scheduling– No tapes– No confusion– No worry

Value Proposition is that it provides overall costs savings for a business by...

Improve backup resource utilization–Reducing or eliminating backup times.

Improves Recovery Point Objective (RPO)–Provides real time backups, so when a failure occurs, recovery can truly restore the latest version.–Reducing loss of productivity due to data loss.

Improves Recovery Time Objective (RTO)–Fast recovery from disk (local or remote)–Improves IT staff productivity, end users can easily recover data without IT involvement.


CDP for Files TSM Express TSM EE• Considering

replication/snap like technologies

• Improved RPO• Less data loss on recovery

due to improved recovery points

• Reduced or eliminate backup window

• Functions while disconnected from the network

• Integrated to home office• Differentiator against

competition

• Traditional nightly backup is suitable

• Backup set to local tape• Simpler administration than

TSM• MS Exchange and SQL

support

• Administrator skills exists to manage

• Traditional nightly backup is suitable

• Broad application protection• Archiving• HSM• Disaster recovery plan• Bare machine recovery• Full flexibility in choice for policies

Full enterprise integration and disaster recovery

Storage Software Positioning


QUESTIONS?

Data Protection for Sales TSM, CDP and TSM Express

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