Thought Leadership White Paper

August 2012 IBM Software

Consolidate your backup systems
to save money and reduce risks
Simplify the control and automate the management of your backup and
restore environment
2 Consolidate your backup systems to save money and reduce risks
Introduction
With data continuing to grow at alarming rates and IT environ-
ments continuing to become more distributed and complex,
the strains and costs of providing data protection and recovery
capabilities are getting the attention of many executives. Gartner
estimates that by 2014, at least 30 percent of organizations
will have changed backup vendors due to frustration over cost,
complexity or capability.
1

Adding to this complexity, most companies have on average
more than two backup software solutions deployed, as indicated
in a recent survey by Storage magazine.
2
And many organizations
utilize a considerably larger number of backup tools, as they
have expanded to new countries, acquired new subsidiaries,
deployed new platforms and applications, expanded protection
to remote offices and employee workstations, and come under
new regulatory or governance mandates.
Contents
2 Introduction
2 Customer scenario: Backup and restore consolidation
project
9 Implement your project with Tivoli Storage Manager
11 Transform and consolidate with IBM Tivoli
11 For more information
While some organizations justify adding a specific type of
backup tool to meet each new challenge, complexity and costs
often increase with each new tool. This issue raises the question:
When a data disaster occurs, are you confident that the right
person with the right training will log into the right system,
restore the right data to the right place, do it in a timely manner
and not make anything else worse in the process?
As the complexity of your environment grows, so does the likeli-
hood of your answer to that question being no. Since you may
have already consolidated your servers, your storage and your
networks, it is probably time to consider consolidating your
backup and restore systems onto a single, scalable, cost-effective
unified recovery management platform.
Customer scenario: Backup and restore
consolidation project
Demonstrating the potential benefits and cost savings of this
backup consolidation strategy, the approach taken by one
multi-national utility company provides a prime example. This
company has been geographically expanding and acquiring
regional utilities for several years, with each new acquisition
presenting an entirely different IT environment with different
rules governing each entity.
It quickly became obvious that this distributed and independent
model of IT management was costing the company millions of
dollars, and the data protection and recovery systems were
3 IBM Software
assumed to be a major contributor of excessive costs. But the
company could not prove with certainty that this was the case
no single person had more than a narrow window into the over-
all environment.
To begin assessing its infrastructure and looking for potential
solutions, the company decided to turn to IBM Global
Technology Services. The companys management and IT
staff already knew they had 22 distinct data centers, but they
only had a rough estimate of the hardware and software
deployed and used in each data center for backup and recovery.
IBM understood that approaching this challenge with a manual
question-and-answer style analysis would have proven difficult,
time consuming and costly, and likely would have produced
less-than-perfect results, so IBM brought in a business partner,
Butterf ly Software. This software firm based in the United
Kingdom had developed a unique software product capable of
thoroughly assessing an organizations backup environment,
determining cost projections, recommending a replacement
solution and providing a total cost of ownership comparison for
the new backup and restore solution. This software toolthe
Butterf ly Analysis Engineprovided a solid starting point for
the utility company to begin its consolidation effort.
Butterfly Analysis Engine
The Butterf ly Analysis Engine includes a unique library contain-
ing efficiency and effectiveness statistics for various storage,
server and infrastructure configurations. It provides a complete
view of an organizations existing data and infrastructure, pres-
ents the findings in an easily understood format that enables
organizations to assess the cost and risk implications of staying
with the current environment, and compares that to the pro-
posed consolidated backup environment. By using empirical
data from the clients own systems, this capability ensures that
organizations can make informed and confident migration
decisions.
Butterf ly can automatically scan the backup and restore environ-
ment in minutes (without the need for host agents), process
Butterf ly Metrics (using up to 4,000 raw data indicators), and
provide a comprehensive, easy-to-read, single-pane report.
This report can be completed in only a matter of dayswith
no disruption to production teamsand can be used to:

Visualize the size and complexity of the current environment

Analyze exposure to risk and test recovery time and recovery
point objectives

View risk and performance indicators across the complete
backup infrastructure

Directly compare current and potential backup environments,
even across proprietary systems with a supporting business
case

Investigate strategic options and compare alternative
configurations
Assessment and solution proposal
After receiving the Butterf ly Analysis Engine Report, the utility
company gained an insightful picture of its backup environment,
as shown in Figure 1.
4 Consolidate your backup systems to save money and reduce risks
Figure 1: The Butterfly Analysis Engine Report provides a comprehensive, simplified view into the backup and restore environment.
5 IBM Software

Two petabytes of backup data were stored on more than
10,000 tape cartridges.

Predictive growth up to 125 backup servers and more than
22,000 tape cartridges was estimated to take place over the
next three years.
The Butterf ly Analysis Engine Report provided the company
with a topographical view of the environment, depicting each
of its data centers, with the type and number of servers and stor-
age devices in each data center. The report also displayed the
recommended replacement architecture for the company, based
on Tivoli Storage Manager.
The full report shown in Figure 1 identified specific hardware
and software architecture information (as detailed in Figure 2)
for the current (source) environment and revealed several key
concerns:

Multiple backup applications (with licenses and maintenance)
were in use, including one very old version of CA ARCserve,
four versions of Symantec NetBackup, seven versions of
Symantec Backup Exec and three old versions of IBM Tivoli
Storage Manager.

72 backup and media servers were spread across 22 sites.
SOURCE Environment
Source Software Architecture
Source software environment based on NetBackup 5.1, 5.1 MP5, 6.5.6, and 7.0, ARCserve v7, Backup
Exec v7.2, v7.3, v8.0, v8.5, v8.6, v9.0 and v9.1, Tivoli Storage Manager v5.4.0, v5.4.6 and v5.50
Earliest software release date May 2004
Standalone backup serversmanually reported [detail unavailable]
Seventy Two backup management servers in twenty two data centre locations
FULL and INCR backup methodology and policy enforced throughout the environment
72 active backup management server addressing a total of 1091 client entities
1091 congured backup clients
Active data retention policy vary from 14 days to Over 7 years
Software agents in use are Sybase, NDMP, MS-SQL-Server, Filesystem, Oracle, MS Exchange, SAP
Source Hardware Architecture
Backup management server technology based on Windows 2003, Solaris and AIX-RS/6000, Novell
Backups are conducted over the TCPIP network and via MEDIA Servers
Total number of physical tape libraries is 20
Library types in environment are IBM 3576, IBM 3573, IBM 3584, Overland NEO and IBM 4560SLX
156 Physical tape drives
Total physical volumes onsite reported 2340
Offsite physical volumes 8122
Tape volumes are produced for offsite recovery
Single copy of production data on tape media
Disk STAGING in use on backup servers
543 Active backup polices
Manual tape handling in remote sites
Hardware compression in use

Figure 2: Included in the Butterfly Analysis Engine Report is an analysis of the source software and hardware making up the backup and restore infrastructure.
6 Consolidate your backup systems to save money and reduce risks
Before After
Figure 3: The reports topology comparison can provide dramatic results, demonstrating how sprawling and complex backup and restore systems can be
significantly streamlined.
Looking at the topology comparison in Figure 3, you can see
that the companys current environment, shown on the left, has
72 backup servers distributed in 22 different locations. The pro-
posed environment, shown on the right, consists of six backup
servers in three strategically located data centers. The proposed
storage solution dramatically streamlines the infrastructure,
reducing the hardware components from 156 physical tape
drives and 20 tape libraries to 30 Linear Tape-Open (LTO)
Ultrium 5 tape drives in three IBM tape libraries. The proposed
environment also includes four IBM System Storage
ProtecTIER Deduplication Gateway devices for data
reduction.
7 IBM Software
Cost analysis revealing tremendous savings
Butterf ly has built years of best-practices experience into its
Analysis Engine Report calculations, which were instrumental in
creating an insightful report for the utility company. As shown in
Figure 4, the savings the utility company can expect to see over
the next 36 months after transforming its data-protection envi-
ronment can be substantial, including the following potential
hardware and cost reductions:

94 percent reduction in the number of tape cartridges
(22,307 to 1,167)

90 percent reduction in the number of tape drives (323 to 30)

94 percent reduction in the number of tape libraries (52 to 3)
TOTAL COST OF OWNERSHIP 36 MONTHS
INFRASTRUCTURE SOURCE
UNITS COST
TARGET
UNITS COST
TAPE VOLUMES
VAULT SLOTS
LIBRARY
TAPE DRIVES
MASTER SERVER
MEDIA SERVER
VTL/DISK TBs
TOTAL
OCCUPANCY (TB)
POWER (KVA)
INFRASTRUCTURE SAVINGS
RESOURCE REQUIREMENTS
Man Years after 36 months
TOTAL SAVINGS
6319
459
1011
31
3,072,323 6,747,210 $ $
22307
25439
52
323
111
15
0
1003805
164133
723706
2858792
1801738
195037
0
1167
0
3
30
6
0
184
52529
0
249125
374191
106956
0
2289522
54%
45%
$
$
3,674,888
4,785,977
13.7 3,781,089 2,670,000 8 $ $
Figure 4: The potential total cost of ownership savings provided in the report presented substantial power-usage and cost reductions for the utility company.

95 percent reduction in the number of master and media
backup servers (126 to 6)

93 percent reduction in power usage (459 kVA to 31 kVA)
Overall, the Butterf ly Analysis Engine Report calculated a
three-year infrastructure savings of 54 percent and an overall
savings of nearly USD5 million. The report also included a
detailed breakdown, shown in Figure 5, comparing the
36-month projections for the source (before) and the target
(after) infrastructures including the type and number of hard-
ware components, the power usage of the components and the
total power usage.
8 Consolidate your backup systems to save money and reduce risks
Transformation Benets
Architectural Changes
Commercial, Technical & Operational benets of a single, unied strategic B&R platform
Virtual Tape library providing massive performance improvements in backup and restore
Data centre space savings across environment
Avoids ad-hoc unplanned spend
TSM progressive incremental and source de-duplication reducing data volumes to be managed
Improved backup and recovery time and throughput
Clear, efcient backup success reporting
Reduction of intersite bandwidth with source de-duplication during the backup operation
Increased efciency of backup due to resource availability and reliability
Standardises on a high performance virtual tape platform with site consolidation
Consolidated virtual tape library for de-duplication
Environment scaled to 36 months usage
Increased use of tiering for backup data and associated de-duplication benets
Virtual tape library providing improved direct to tape mount capability
TSM disk caching for backup of more systems within the backup window

Figure 6: Several operational benefits to the company were outlined in

the report, detailing how the proposed consolidation project can improve
performance and efficiency across the backup and restore environment.
Operational Issues Resolved
Infrastructure Issues
Operational Issues
IO device errors on tape devices
Small library and drive infrastructure
Multiple back level generation tape Infrastructure
Complexity of tape library/drive environment
IO errors unchecked in physical tape environment
Tape library microcode not standard
Allocation and backup server allocation for new clients
Management complexity due to number of physical and virtual elements
Management and handling of large amount of physical tape media
Backup retry requests exceeding number of tries
Flat le backup attempts on structured data types
Insufcient system resources on backup clients to complete backup operations
Reported backup success rate 87%
Unsupported backup application software
Unsupported backup server operating systems
Daily FULL backup operations to be retained for extended retention
Backup jobs running through business day
510 non-successful backup jobs during collected summary period
Not all servers have DR capability
No clear scalability model for growth and additional workload
Variety of media types and drive types for support
Variable throughput and data density capabilities
Rerun coverage of failed backup operations
Backup operations not completing within dened backup window
Tape library support and maintenance cost and complexity
Remote site manual tape movements and reliability
FROZEN tape cartridges

Figure 7: The company was able to view a list of issues that could be
resolved by carrying out the consolidation project. The report provided simple
and clear suggestions for resolving both infrastructure and operational issues.
Infrastructure transformation benefits
The Butterf ly Analysis Engine Report also includes projected
operational benefits for the proposed consolidation project,
as shown in Figure 6. Among the many backup and restore
benefits, this list identified opportunities for improved perfor-
mance, data reduction, data center space savings and improved
efficiency. The report also provided a list of architectural
changes including a number of beneficial consolidation and
standardization measures.
SOURCE Hardware Infrastructure
Existing
Growth
INFRASTRUCTURE VENDOR TIER MODEL QTY KVA
Library
Master Server
Media Server
Drive
Library
Master Server
Media Server
Drive
MIX
MIX
MIX
MIX
MIX
MIX
MIX
MIX
Mix
Midrange
Entry
Mix
Mix
Midrange
Entry
Mix
MIX
MASTER
MEDIA
LTO/SLDT
MIX
MASTER
MEDIA
LTO/SLDT
20
72
7
156
48
216
14
15.6
293.6
54.4
78.0
16.0
16.7
165.1
458.7 TOTAL
TOTAL
TOTAL
32
39
8
167
TARGET Hardware Infrastructure
VENDOR TIER QTY KVA INFRASTRUCTURE Buy
IBM
IBM
IBM
IBM
IBM
Master Server
Disk
VTL (TB)
Library
Drive
Enterprise
Enterprise
Enterprise
Enterprise
Entry
6
48
136
3
30
MODEL
MASTER
TS7650
TS3500
LTO
15
1.9
10.2
1.5
2.1
30.8
30.8 TOTAL
TOTAL
Figure 5: The report provided a breakdown of the companys hardware infrastructure and power usage, detailing the estimated power-usage reductions of the
proposed consolidation solution.
In addition to listing the potential benefits for the proposed
project, the report included a detailed listing of infrastructure
and operational issues that could be resolved, as shown in
Figure 7, if this transformation project were to be implemented.
9 IBM Software
Unified recovery management
The Tivoli Storage Manager family includes the ability to pro-
tect and restore a very broad range of systems and applications,
from laptops to mainframes, all from a single command console.
It provides a strong and f lexible policy engine to tune your
data-protection operations to specific and granular service
requirements. It also includes advanced functionality for
popular platforms such as Microsoft Windows and VMware.
IBM Tivoli Storage Manager Suite for Unified Recovery is a
bundle of 10 Tivoli Storage Manager family products, offered on
a capacity-based licensing model, which enables organizations to
deploy the right tools in the right quantities to meet their data
protection and recovery needs without worrying about adding
individual product licenses. This suite includes integrated
management of:

Protection of applications such as SAP, Microsoft Exchange
and IBM Lotus Notes

Protection of databases such as IBM DB2, Microsoft SQL
Server and Oracle

Remote office data protection

Data lifecycle management (archiving and hierarchical storage
management)

Backup and recovery leveraging storage area network (SAN)
connections

Protection of virtual machines on various hypervisor platforms
Implement your project with Tivoli Storage
Manager
The Butterf ly Analysis Engine Report enables your organization
to complete the critical first step toward consolidating your
backup and restore systems. To take the next step, you can
either engage with Butterf ly Software to perform the analysis,
or contact IBM or your IBM Business Partner to learn if your
organization qualifies for a free assessment. However, before
carrying out your consolidation project, you will want to con-
sider a management platform to support your new solution.
When considering a backup and recovery consolidation project,
you need to make sure that the platform you are consolidating
onto can:

Handle the diverse needs of the business

Scale to meet and stay ahead of data growth

Provide exceptional levels of performance, reliability and
resiliency

Dramatically reduce data storage requirements
With the ability to meet these requirements for a wide range of
organizations, Tivoli Storage Manager offers a comprehensive
software suite that includes capabilities for backup and recovery,
scalability, performance, reliability and data reduction.
10 Consolidate your backup systems to save money and reduce risks
TivoIi Storage Manager Suite for Unified Recovery
TivoIi Storage Manager for Databases
VirtuaI Environments
Space Management
TivoIi Storage Manager for
TivoIi Storage Manager
FastBack for Exchange
TivoIi Storage Manager
C
e
n
t
r
a
I

A
d
m
i
n
i
s
t
r
a
t
i
o
n
FastBack for BMR
TivoIi Storage Manager for
TivoIi Storage Manager for SAN TivoIi Storage Manager for MaiI
TivoIi Storage Manager FastBack
Highly scalable enterprise-class backup/restore, archive and disaster recovery
Oracle and Microsoft SQL
Domino and Exchange
Advanced VMware Support
LAN-Free Backup and Restore
C
o
n
f
i
g
u
r
e
,

m
a
n
a
g
e
,

u
p
g
r
a
d
e
,

r
e
p
o
r
t
,

m
o
n
i
t
o
r
Data Lifecycle Management for UNIX
SAP R/3 Integration
Granular E-mail Recovery Restore O/S volume in an hour
Advanced snapshot and near-instant recovery for Windows/Linux servers
TivoIi Storage Manager Extended Edition
TivoIi Storage Manager for ERP
Figure 8: Tivoli Storage Manager Suite for Unified Recovery includes a number of integrated storage management features that are useful for a wide variety of
applications.
Management scalability
Tivoli Storage Manager is a single-server architecture that does
not require additional media servers as the amount of data in
the environment grows. Its scalability is measured only by the
number of data objects it manages, and it can currently manage
up to 4 billion objects in a single backup server. This represents
an 800 percent increase in scalability over a three-year period.
DB2 foundation
Tivoli Storage Manager achieves leading levels of performance,
reliability and resiliency due to its built-in DB2 relational data-
base. It provides faster backup processing by only transferring
incremental data and faster restores with single-step retrieval and
advanced tape handling. Disaster recovery planning and off-site
replication are included for added resilience in IBM Tivoli
Storage Manager Extended Edition.
11 IBM Software
Data reduction
The unique, progressive incremental backup capability of Tivoli
Storage Manager eliminates the need for repetitive full backups,
which are the major cause of duplicate data in the IT environ-
ment. Built-in source and target data deduplication can reduce
storage requirements by another 40 percent. Standard compres-
sion, automatic placement and migration of data based on its
lifecycle, and advanced tape utilization technologies round out a
broad spectrum of cost-saving capabilities.
Additional new features
In addition to including new capabilities for unified recovery
management, increased scalability, disaster recovery manage-
ment and data reduction, Tivoli Storage Manager also now
includes IBM Cognos Business Intelligencean integrated
business intelligence suite provided as part of IBM Tivoli
Common Reporting. Cognos Business Intelligence provides real
information manipulation and analysis capabilities that can be
useful for a variety of organizations.
Tivoli Storage Manager has also extended its support for auto-
matic client updates from Microsoft Windows to other operat-
ing systems, and it has expanded support for VMware vSphere
virtualized servers by offering IBM Tivoli Storage Manager for
Virtualized Environments.
Transform and consolidate with
IBM Tivoli
The latest advancements incorporated in the Tivoli Storage
Manager family of data protection and unified recovery
management software products, combined with the latest in
IBM storage hardware systems, can help organizations transform
and consolidate their unwieldy, unreliable, and costly multi-
vendor situations. The operational benefits of an IBM backup
consolidation project not only have the potential to save your
organization a significant amount of money, but can also help
you have assurance that when a data disaster strikes, you will
have the confidence and the ability to quickly restore the right
data to the right systems and help keep your organization
performing at its peak.
For more information
To learn more about consolidating your backup and restore
environment to save costs, eliminate complexity and reduce
risks, please contact your IBM representative or IBM Business
Partner, or visit: ibm.com/software/tivoli/solutions/backup
And to see for yourself how much your backup and restore
systems might be improved, ask IBM about producing a
Butterf ly Analysis Engine Report for your organization.
To learn more about Butterf ly Software, visit:
butterflysoftware.net
Additionally, IBM Global Financing can help you acquire
the software capabilities that your business needs in the most
cost-effective and strategic way possible. Well partner with
credit-qualified clients to customize a financing solution to
suit your business and development goals, enable effective
cash management, and improve your total cost of ownership.
Fund your critical IT investment and propel your business for-
ward with IBM Global Financing. For more information, visit:
ibm.com/financing
TIW14141-USEN-00
Copyright IBM Corporation 2012
IBM Corporation
Software Group
Route 100
Somers, NY 10589
Produced in the United States of America
August 2012
IBM, the IBM logo, ibm.com, and Tivoli are trademarks of International
Business Machines Corp., registered in many jurisdictions worldwide. Other
product and service names might be trademarks of IBM or other companies.
A current list of IBM trademarks is available on the web at Copyright and
trademark information at ibm.com/legal/copytrade.shtml
Microsoft and Windows are trademarks of Microsoft Corporation in the
United States, other countries, or both.
This document is current as of the initial date of publication and may be
changed by IBM at any time. Not all offerings are available in every country
in which IBM operates.
The client examples cited are presented for illustrative purposes only. Actual
performance results may vary depending on specific configurations and
operating conditions.
THE INFORMATION IN THIS DOCUMENT IS PROVIDED
AS IS WITHOUT ANY WARRANTY, EXPRESS OR
IMPLIED, INCLUDING WITHOUT ANY WARRANTIES
OF MERCHANTABILITY, FITNESS FOR A PARTICULAR
PURPOSE AND ANY WARRANTY OR CONDITION OF
NON-INFRINGEMENT. IBM products are warranted according to the
terms and conditions of the agreements under which they are provided.
1
Dave Russell, The Future of Backup May Not Be Backup, Gartner,
September 22, 2011.
2
Rich Castagna, Backup Software Quality Awards, Storage, July 2012:
http://searchstorage.techtarget.com/magazine-sections/2012/07
Please Recycle