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Storage Networking

Design and Management

Section 1: Business Value & Requirements Analysis

2007 EMC Corporation. All rights reserved.

Overview
Module 1.1: Application Classes &
Drivers for Storage demand
Application classes
Storage growth trends by class of
application
Storage purchase drivers

Module 1.2: Business Value Analysis


Direct & indirect costs
TCO & ROI
Definition of business value metrics and
Key performance indicators

Section 1:
Business Value &
Requirements Analysis

Application Classes &


Drivers for Storage Demand

Business Value Analysis

Requirements Analysis

Module 1.3: Requirements Analysis


Requirements Analysis & Methodology
Basic metrics that define the
requirements

Module 1.4: Case Study


2007 EMC Corporation. All rights reserved.

Case Study

Business Value & Requirements Analysis


Upon completion of this section, you will be able to:
Define Application Classes and their Characteristics
Explain the direct and indirect costs associated with the deployment
and operation of Storage Networks
Articulate the elements of service targets for applications in
technical and business terms
Develop business value justifications for Storage Networks
deployment
Gather business requirements with a structured methodology in
terms of availability, reliability, performance, manageability, security,
continuity, etc.
Define and develop quantifiable metrics for the requirements in a
Storage Networking environments
2007 EMC Corporation. All rights reserved.

Module 1.1

Application Classes and Storage Demands

2007 EMC Corporation. All rights reserved.

Application Classes and Storage Demand


Upon completion of this module, you will be able to:
Classify the application based on capacity and
performance requirements
Detail factors that contribute to the Storage needs in each
class of application

2007 EMC Corporation. All rights reserved.

Application Classification

Data Storage is a means to an end.


Not an end in itself!

Applications generate the need for Storage


and recall of data.

2007 EMC Corporation. All rights reserved.

Storage Trends
Overall, Storage budgets for
2006 will average approximately
$3.4 million, 5.2% higher than
last year. 56% percent of the
surveyed companies say they're
increasing Storage budgets at
16% vs. the same time last year
Source: searchstorage.com

2007 EMC Corporation. All rights reserved.

Demand for Storage Capacity


Reasons for
Storage
purchase

Data growth in

New application

existing applications and

Implementations

architectures
Demand for
Storage Capacity

Retrofit of Storage
Systems with different
architecture

Purchasing
Process

Selection of vendor comes


after consideration of
application performance
requirements and economics
of alternatives

Source: Customer interviews; McKinsey and Merrill Lynch


2007 EMC Corporation. All rights reserved.

Replacement
of old units within existing
architecture

Existing vendors offerings


are evaluated first

Application Classes
A classification to understand Storage needs
Classification based on:
Capacity
Performance
Need for availability
Degree of connectedness

2007 EMC Corporation. All rights reserved.

Application Classes
Externally networked
Examples ?

Enterprise
Workgroup

Performance & Throughput

Externally Networked

Degree of
Enterprise

Connectedness

Workgroup

Availability
2007 EMC Corporation. All rights reserved.

Application Classes that Determine Storage


Demand
Application Class
Externally
Networked

* Email
* Web Page delivery

* E-commerce
* Rich Media on demand
* Cross enterprise
applications
* Credit Card processing

* Multi user applications


networked beyond
enterprise
* Visible to customers and
suppliers

Enterprise

* Internet
* Document
management

* ERP,OLTP
* CRM,SCM
* Datawarehousing, BI
* Workflow Management
* Core legacy systems
* Industry Specific
applications
* CAD CAM

* Multi user applications


networked within the
enterprise
* Often critical to core
business process

Workgroup

* Word processing
* Spread sheet
* Desktop/PC backup

Degree of
Connectedness

Low

High
Need for Availability

2007 EMC Corporation. All rights reserved.

* Research Databases
* Animation
* CAD/CAE/CAM

* Applications used by
Single users or small groups
* Shared on Common
servers
* Distributed over networks

Growth Trends for Application Classes


Due to their relative maturity and ubiquity, most workgroup applications are
generating comparatively slow increases in demand for Storage capacity
Enterprise applications drive strong demand for Storage capacity
Externally networked applications will, over time, become the primary
drivers of capacity growth

30-90
300 Peta bytes shipped in 2000

20-40

75-300

Source Customer interviews: Merill Lynchs reality Check survey of 110 CIOs
2007 EMC Corporation. All rights reserved.

Infrastructure Software
Infrastructure Software supports applications
Infrastructure Software drives Storage demand

Applications
Infrastructure Software
Operating system

Monitoring and management

Messaging system

Storage resources

Workload scheduling and


balancing

Applications
Network
System

Application development

Replication and availability

Management of reusable

Back-up/restore

objects and data


Test creation and execution

2007 EMC Corporation. All rights reserved.

Infrastructure Software Multiplies Data Growth


Example

How data growth is


Infrastructure
fueled
Software Functionality
Makes Copies of
data

Generates data
about data

2007 EMC Corporation. All rights reserved.

Replication
Mirroring
Back-up
Caching
Storage resource
Management

Capacity
Multiplier
1X 10X
0.1X 6.0X
0.1X 1.0X
1X 42X
0.1X 1X

Storage Software Addresses Performance Needs


Functionality in
Performance Need:

Storage SW Stack:
Heterogeneous device
interoperability

Interoperability

Heterogeneous network
protocol interoperability
Block and file data
interoperability
Intelligent caching

Throughput

Load balancing and


performance tuning
Clustering

Availability

Automated failover
Real time replication
Automated back-up and
recovery

Ease of Management

Virtualization
Device discovery and
management
Security

2007 EMC Corporation. All rights reserved.

Storage OS

Primary Driver for Storage Purchasing Decision


Performance Characteristics
Ease of Management
Availability
Throughput
Interoperability
Reliability
Scalability

2007 EMC Corporation. All rights reserved.

Throughput

d
e
Ne

2007 EMC Corporation. All rights reserved.

fo

h
T
r

h
g
u
o
r

t
u
p

Operational Requirements for Application Classes


Performance Segments
Externally
Networked

Throughput

Enterpris
e

Availability
Degree of Connectedness

Workgroup

Ease of management

Low

2007 EMC Corporation. All rights reserved.

Need for Availability

High

Performance Segment Application Requirements


Performance Segment
Ease of Management

Availability

Throughput

Heterogeneous network protocol interoperability


Block and file data interoperability

Intelligent caching
Load balancing and
performance tuning

Automated back-up and


recovery
Virtualization
Device discovery and
management
Security
Heterogeneous device
interoperability

Clustering
Automated failover
Real time replication

Clustering
Automated failover
Real time replication

Automated back-up and


recovery
Virtualization
Device discovery and
management
Security
Heterogeneous device
interoperability

Automated back-up and


recovery
Virtualization
Device discovery and
management
Security
Heterogeneous device
interoperability

Storage Network OS
Primary Focus

Source: Customer interviews; McKinsey and Merrill Lynch


2007 EMC Corporation. All rights reserved.

Optimal Storage for Performance Segment


Ease of management
Traditional NAS

Availability
SAN, High-end NAS Converging with SAN

Throughput
Custom designed Storage Networking architecture

Higher performance segments require successively


smarter Storage software

2007 EMC Corporation. All rights reserved.

Architecting a Solution
Storage service requirements are typically expressed in
terms of:
Availability, Recoverability, Ease of Management, etc.

Storage service requirements are expressed in quantities


or metrics (that we can measure), which validates the
level of service provided
Solutions are recommended to support target service
goals

2007 EMC Corporation. All rights reserved.

Check Your Knowledge


Application Classification Mini-Lab
For each of the scenarios described below:
Classify the application(s)
AND
Create 5 questions to help determine the exact requirements
R-LABS Stem cell therapy research team uses a mouse model to validate the
effectiveness of a transplantation treatment. They generate large volumes of data
that must be stored and analyzed for subsequent research. The research team
requested 1TB of Storage to be used by the 6 researchers in the team.
The online auctioning site, hosted by i-trade, started experiencing 100 fold increase
in hits on their site after an advertisement blitz on the national network. Their
application demands an additional 20TB of capacity.
Z-Banks recent misadventure in a loan scam in an emerging market economy has
prompted them to implement a new credit risk analysis system with capabilities of
deep data mining and to provide enhanced business intelligence to their loan
officers. The application development team has determined 10TB of Storage
requirements.
2007 EMC Corporation. All rights reserved.

Module Summary
Key points covered in this module:
Applications can be classified into three classes:
Externally networked, Enterprise, and workgroup

Classification is based on degree of connectedness and


performance requirements
Operational requirements of the applications determine the
performance segment to which the application belong
Applications and infrastructure software drive Storage growth
Storage software typically addresses performance needs
Architecting a Storage solution is based on the performance
segment, and the degree of connectedness with the appropriate
software components
Quantifying the requirements in technical and business terms are
the first step towards successful Storage deployment
2007 EMC Corporation. All rights reserved.

Module 1.2

Business Value Analysis

2007 EMC Corporation. All rights reserved.

Economics of Storage Networks


Upon completion of this module, you will be able to:
Detail the direct and indirect cost to implement a Storage
solution
Define TCO, ROI, and related terminology
Develop a financial model for different Storage
architectures
Develop business value justification for implementing
Storage Networking solution

2007 EMC Corporation. All rights reserved.

Cost Components of Storage


Price Cost

Total Cost

Direct Costs

Indirect Costs

Capital Expenditure

Operating Expenditure

Down Time

Disappointing User

Hardware

Maintenance

Software

Environmental

Lost Data

Installation

Support & Staffing

Shortage of people

Capital write-off

Bandwidth provisioning

Switching Costs

2007 EMC Corporation. All rights reserved.

Experience

Delay to Market

Lets Do a Simple TCO Calculation


Customer ABC has an existing CX600 Storage array that
was deployed three years ago which has just come out of
warranty and new maintenance contract is to be initiated
The CX600 is used by the Orders Department, which
requires an additional 500GB of capacity each year for
the next three years
You have two choices:
Upgrade the existing CX600 with the required additional capacity
each year
Roll in a new CX700 on lease to meet the current demands and
future requirements

Compute the TCO based on two components of direct


costs, asset acquisition and maintenance
2007 EMC Corporation. All rights reserved.

TCO for Upgrade of Existing Assets


CUSTOMER ABC
Detail Behind the Total Cost of Ownership Analysis
Current Environment no Maintenance Pre-payment
Year 1
4/1/05 5/1/05
CX600 HW Maint
1,550
1,550
CX600 SW Maint
2,128
2,128
Future Storage Consuption
10,000
MONTHLY COST OF INFRASTRUC.

13,678

Year 2
CX600 HW Maint
CX600 SW Maint
Future Storage Consuption

4/1/06 5/1/06
1,705
1,705
2,340
2,340
10,000

MONTHLY COST OF INFRASTRUC.

14,045

Year 3
CX600 HW Maint
CX600 SW Maint
Future Storage Consuption

4/1/07 5/1/07
1,875
1,875
2,575
2,575
10,000

MONTHLY COST OF INFRASTRUC.

14,450

Rate X Term of Current Environment TCO

Assumptions:

3,678

4,045

4,450

6/1/05
7/1/05 8/1/05 9/1/05 10/1/05 11/1/05 12/1/05 1/1/06 2/1/06 3/1/06
1,550
1,550
1,550
1,550
1,550
1,550
1,550
1,550
1,550
1,550
2,128
2,128
2,128
2,128
2,128
2,128
2,128
2,128
2,128
2,128

3,678

54,136

6/1/06
7/1/06 8/1/06 9/1/06 10/1/06 11/1/06 12/1/06 1/1/07 2/1/07 3/1/07
1,705
1,705
1,705
1,705
1,705
1,705
1,705
1,705
1,705
1,705
2,340
2,340
2,340
2,340
2,340
2,340
2,340
2,340
2,340
2,340

Total
20,460
28,080

3,678

3,678

3,678

3,678

3,678

3,678

3,678

3,678

3,678

4,045

58,540

6/1/07
7/1/07 8/1/07 9/1/07 10/1/07 11/1/07 12/1/07 1/1/08 2/1/08 3/1/08
1,875
1,875
1,875
1,875
1,875
1,875
1,875
1,875
1,875
1,875
2,575
2,575
2,575
2,575
2,575
2,575
2,575
2,575
2,575
2,575

Total
22,500
30,900

4,045

4,450

4,045

4,450

4,045

4,450

4,045

4,450

4,045

4,450

4,045

4,450

176,076

10% increase in maintenance costs year over year.


Upgrade each year to address growing storage needs

2007 EMC Corporation. All rights reserved.

Total
18,600
25,536

4,045

4,450

4,045

4,450

4,045

4,450

4,450

63,400

Replace with a New Infrastructure

Rapid decline in Disk price

2007 EMC Corporation. All rights reserved.

TCO for Leasing New Equipment


CUSTOMER ABC
Detail Behind the Total Cost of Ownership Analysis
Current Environment with Maintenance Pre-payment
Year 1
4/1/05 5/1/05 6/1/05
CX600 HW Maint
CX600 SW Maint
Future Storage Consuption
CX700 Lease
MONTHLY COST OF INFRASTRUC.
Year 2
CX600 HW Maint
CX600 SW Maint
Future Storage Consuption

3,683
3,683
4/1/06

CX700 Lease
MONTHLY COST OF INFRASTRUC.
Year 3
CX600 HW Maint
CX600 SW Maint
Future Storage Consuption

3,683
3,683
4/1/07

CX700 Lease
MONTHLY COST OF INFRASTRUC.

3,683
3,683

Rate X Term of Current Environment TCO

Note:

3,683
3,683
5/1/06

3,683
3,683
5/1/07

3,683
3,683

3,683
3,683
6/1/06

3,683
3,683
6/1/07

3,683
3,683

7/1/05

3,683
3,683
7/1/06

3,683
3,683
7/1/07

3,683
3,683

8/1/05

3,683
3,683
8/1/06

3,683
3,683
8/1/07

3,683
3,683

9/1/05 10/1/05 11/1/05 12/1/05 1/1/06

3,683
3,683

3,683
3,683

3,683
3,683

3,683
3,683

9/1/06 10/1/06 11/1/06 12/1/06 1/1/07

3,683
3,683

3,683
3,683

3,683
3,683

3,683
3,683

3,683
3,683

9/1/07 10/1/07 11/1/07 12/1/07 1/1/08

3,683
3,683

3,683
3,683

3,683
3,683

3,683
3,683

132,588

3 yrs HW/SW Maint included in monthly payments.

2007 EMC Corporation. All rights reserved.

3,683
3,683

3,683
3,683

2/1/06

3,683
3,683
2/1/07

3,683
3,683
2/1/08

3,683
3,683

3/1/06

3,683
3,683
3/1/07

3,683
3,683
3/1/08

3,683
3,683

Total

44,196
44,196
Total

44,196
44,196
Total

44,196
44,196

TCO Comparison
Year 1
Existing Cost Obligations $54,136
Proposed Cost Obligations $44,196
Cost Savings $9,940

Year 2
$58,540
$44,196
$14,344

Year 3
$63,400
$44,196
$19,204

70,000
60,000
50,000
40,000

Keep Equipment

30,000

Replace Equipment

20,000
10,000
0

2007 EMC Corporation. All rights reserved.

Year 1

Year 2

Year 3

$43,488

Total Cost of Ownership (TCO)


Total Cost of Ownership
One time Costs

Hardware, Software, Installation, Decommissioning

Recurring Costs

Maintenance, Upgrades, Annual License Fees, Support

Project Duration

Expected Lifespan of Investment

t=end of Project

One time costs + recurring costs (t)

TCO =

2007 EMC Corporation. All rights reserved.

t=1

Project Duration

Return on Investment (ROI)


TCO represents investments
Investments are expected generate gains
ROI is measured as:

(Gain from investment Cost of investment)

ROI =

Cost of Investment

Companies that more carefully consider how much they spend on IT and
more diligently manage their IT projects performed better in terms of revenue
growth, ROI and cash flow over a 3 year period than those of their
competitors.
Yankee Group 2002

2007 EMC Corporation. All rights reserved.

Payback Period

asset

Purchase &
deployment
costs

liability

Deployment

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BEP

time

Time Value of Money


A dollar today is worth more than a dollar in the future
What is the interest rate we should use?
How can I make my calculation more risk tolerant?

NPV =

C
t

(1+r)
t=0

2007 EMC Corporation. All rights reserved.

Relative Cost Components of Storage Architectures


Cost breakdown of Storage Architectures*
Percent
100% = $0.84/MB

$0.35/MB

$0.38/MB

Installation
Network HW
Software
Back-up HW & Media

Storage Subsystem
People

* Based on 2TB of user data and 10 servers; as of March 2001; see Appendix E for assumptions
Source: Customer interviews; expert interviews; McKinsey and Merrill Lynch

2007 EMC Corporation. All rights reserved.

TCO Over Time

TCO over Time


$/MB

10 server DAS

At time of purchase, SAN


TCO is not compelling

Other Hidden Costs:

30 server SAN
10 server SAN

Removing existing DAS


Risk of migration
Length of Ownership

* Based on 2TB of user data; as of March 2001


Source: Customer interviews; expert interviews; McKinsey and Merrill
Lynch
2007 EMC Corporation. All rights reserved.

ROI Elements
What are the full
costs to deploy,
manage and support
the Solution?

What savings can be


captured in CAPEX by
deploying the
Solution?
2007 EMC Corporation. All rights reserved.

What are the specific


business processes
that have a
measurable financial
impact when the
availability of the
infrastructure is
improved?

What are the


operational savings
that can be delivered
by the infrastructure
Implemented?

Business Value Analysis Methodology


Analyze current environment to identify and define costs that can be
applied in the TCO / ROI calculation
List all operational expenditures and investigate potential savings
Detail a future state environment that meets business
requirements and provides operational savings
Perform analysis for different technology options / vendor solutions
for comparison
Critical Success Factors Include:
Should be conducted with the Finance department and all other key
business stake holders
All ROI savings should be substantiated credibly within the organization
Consideration of all risks involved with the investment must be detailed and
documented
2007 EMC Corporation. All rights reserved.

Economic Value of Storage Initiatives


The Four Elements of the Business Value Analysis:
Benefits

Value delivered to the business by proposed project

Costs

Investment necessary to capture the value or benefits (TCO)

Flexibility

Investing in additional capacity that could be turned into a business


benefits for future additional benefits

Risk

Risk factors that impact benefits and costs

2007 EMC Corporation. All rights reserved.

Capital Cost Savings

Capital
Cost
Savings

Improved Asset Utilization

Recovery of Stranded Assets

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Improve Disk Utilization


Average raw capacity installed for 20 TB of data
Terabytes

Improved disk
utilization in
Storage Networks
results in a 40%
reduction in
installed capacity

Source: Customer interviews; McKinsey and Merrill Lynch


2007 EMC Corporation. All rights reserved.

Operational Cost Savings


Cost of floor space and power
FTE/managed TB of Storage

Operational
Cost
Savings

Back-up costs
Enhance availability
Rationalization of servers
Better utilization of Storage
Ability to perform additional operational
services

2007 EMC Corporation. All rights reserved.

Storage Networks Provide Better TCO than DAS


3-year TCO by Storage Architecture*
$ per megabyte of user data

Cost saving of SAN and NAS


driven by:
Improved disk utilization
Centralized management
Tape drive consolidation
NAS does not have SAN
network and installation
charges
* Based on 2TB of user data; as of March 2001
Source: Customer interviews; expert interviews; McKinsey and Merrill Lynch
2007 EMC Corporation. All rights reserved.

People Cost Savings of Storage Networks


People savings from Storage
Networks

DAS cost breakdown*


Percent

Percent
7

92-83

Working Council for CIOs

15

Enterprise Storage Group

73

7
Gartner
31

* 2TB DAS environment; not including environment costs


Source: Working Council for Chief Information Officers; Enterprise Storage Group; Gartner Group; McKinsey and Merrill Lynch
2007 EMC Corporation. All rights reserved.

66

Storage Management Consolidation


Storage Management
consolidation yields greater
benefits than just Storage
consolidation

Storage per FTE Benchmark for comparison

Management consolidations
should bring Storage
Management function into a
single accountable group
Storage Management
consolidation should be based
on Storage Administration
stack
Policy (Conceptual)
Infrastructure (Physical)
Operations (Operational)
2007 EMC Corporation. All rights reserved.

Business Impact:
IT organizations that deploy an
organization based on the Storage
Administration stack can manage 2x
Storage per person versus those that do
not. Meta Group

Business Cost Savings


Revenue Retention
Customer Loyalty
Revenue From New Services
Business
Cost
Savings

Increased Productivity of Staff


Reduction in Regulatory Penalties
Reduction In SLA Penalties
Faster Response to Business
Conditions (time to market)

2007 EMC Corporation. All rights reserved.

Avoiding Downtime Costs


Example Downtime Costs by Company
$ Millions per hour

Example Downtime Costs by Industry


$ Millions per hour
Financial brokerage

6.45

Credit card authorization

2.60

Home shopping

0.11

Catalog sales

0.09

Airline reservations

0.09

Tele-ticket sales

0.07

Package shopping

0.03

Enhanced Availability with Storage Networks


Source: Contingency Planning Research; Forrester Research; USA Today 2/11/00
2007 EMC Corporation. All rights reserved.

Other Indirect Costs


High Cost
Cost Component
Down time

DAS

NAS

SAN

Disappointing User

Low Cost

Description
Lost sales and damaged brand for external system, and lost
productivity for enterprise systems
User frustration with system performance

experience
Lost data

Angry customers and government fines due to missing or damaged


data

Shortage of People

Lack of skilled Storage Administrators

Switching costs

Risk of new system not working and pain of learning new system;
replacement of still-useful legacy systems

Delay to market

Delays in changing Storage capacity and functionality to meet new


user requests

Source: Customer interviews; McKinsey and Merrill Lynch


2007 EMC Corporation. All rights reserved.

Check Your Knowledge


Define TCO & ROI
Define Payback period
What factors drive the cost savings for Storage
Networks?
List five means of business cost savings with Storage
Networks

2007 EMC Corporation. All rights reserved.

Module Summary
Key points covered in this module:
Elements that constitute the Total Cost of Ownership in a
Storage investment
Return on Investment (ROI)
A structured methodology to develop business value
justification

2007 EMC Corporation. All rights reserved.

Module 1.3

Requirements Analysis

2007 EMC Corporation. All rights reserved.

Requirements Analysis
Upon completion of this module, you will be able to:
Define functional (FR) and non-functional requirements (NFR)
Define the system environment and stakeholders of the system
designed
Explain how use cases are documented for functional
requirements and how the NFRs are typically defined
List types of NFRs and their classification
Describe the SMART methodology of requirement specification
Describe basic metrics for Storage and how they are inter-related
Describe Performance stack layers

2007 EMC Corporation. All rights reserved.

Project Lifecycle
Requirements Analysis

Determine Customer needs (What)

Specification

Document Customer needs (What)

Design

Design a Solution (How)

Implementation
Show Solution meets specification

Keep Solution Working

2007 EMC Corporation. All rights reserved.

Implement a Solution (How)

Verification
Maintenance

Lesson 1: Requirements Analysis Overview


Upon completion of this lesson, you will be able to:
Describe the Requirements Analysis process for Storage
Networking
Identify and describe Functional & Non-Functional
Requirements
Define the system environment and stakeholders of the
system designed
Identify SMART Requirements

2007 EMC Corporation. All rights reserved.

Requirements Analysis for Storage Networking


Storage Networking changes environment
Rapidly
Provides greater flexibility
Users learn the potential

Hence, requirements change


During Requirements analysis
All other phases of lifecycle

Most influential phase of Lifecycle


Cost of repairing a defect is highest if the requirement specification is
incorrect

Storage Networking implementation requires a disciplined


approach to requirements analysis
2007 EMC Corporation. All rights reserved.

Functional & Non-Functional Requirements


Requirements definition
Customer-oriented descriptions of the system's functions and constraints on
its operation

Requirements Specifications
Precise and detailed descriptions of the system's functionality and
constraints
Intended to communicate what is required to system developers and serve
as the basis of a contract for the system development

Functional Requirements (FR)


Describes the behaviors (functions or services) of the system that supports
user goals, tasks or activities

Non-functional Requirements (NFR)


Details Constraints and Qualities
Storage Networking design should focus on NFR supporting the application
designed
2007 EMC Corporation. All rights reserved.

Understanding the System Environment


The Wider Environment
The Containing System

Customers

The SYSTEM
being developed

Operator The
s Equipment

Our

What they want Scenarios


the SYSTEM
(how to use the
to do for them equipment)
(desired results)

Neighbouring
Systems

Interfaces
(how they use the
equipment)
2007 EMC Corporation. All rights reserved.

Regulators
Constraints
(standards,
regulations)

Stakeholders
Line of business and their users
SW developers
System administrators
Database administrators
Network administrators
Data center operations
External Vendors
Regulators

2007 EMC Corporation. All rights reserved.

Stakeholder Viewpoints

Our
Customers

Operators of the
Equipment: we make it
work, on behalf of our
customers

Operators

The
Equipment

Direct
Beneficiaries
of the system:
its for them

Incidentally, which
of these would you
call Users?
2007 EMC Corporation. All rights reserved.

Neighbouring
Systems

Regulators care about safe


and effective running of
system, from outside, on
behalf of the public

Regulators

Owners of
neighbouring
systems care about
the results they can
get through their
interfaces to our
system

Specification of the Requirements


Functional Requirements are specified as Use cases
Actor/
Role

Special
Cases
(exception
scenarios)

The basic functional


requirements form
the steps of the story
here
Supporting
requirements
are added here

Desired
Outcome
From the
System
(What
defines a
successful
behaviour)
Any other
details
needed:
preconditions,
triggers,
constraints,
stakeholders,
guarantees

Alternative
Paths
(other possible
scenarios)

If these or other parts of


the story are complicated,
we can treat them as
included Use Cases
in their own right

End result: system behaviour is described in a clear, readable, well-organized way


2007 EMC Corporation. All rights reserved.

Typical Use-case Document Structure


Introduction
Business Objectives
Stakeholders (Operational/Non-operational)
References
Conventions Used

Use Cases
Group1 (Cases in Use Case Diagram1)

Use Case1

Primary Scenario (steps 1, 2, 3)

Alternative Paths

Exceptions

Local NFRs

Next Use Case...

Next Use Case Group

Global NFRs
2007 EMC Corporation. All rights reserved.

Sources of NFR Run-time Qualities


Run-time qualities
How well the functional requirements defines the expected service
qualities
Judged by the user in terms of some characteristic that the user
values or is concerned about
Provide value to the user and has more to do with short-term
competitive differentiation
Run-time non-functional requirements arise from the operating
environment, user(s), and competitive products

Often expressed in Fuzzy terms subject to wide ranging


interpretation
Critical success factor involves appropriate quantification
of the run time qualities
2007 EMC Corporation. All rights reserved.

NFR Classification
Product requirements
Requirements which specify that the delivered product must behave
in a particular way

execution speed, reliability, etc.

Organizational requirements
Requirements which are a consequence of organisational policies
and procedures

process standards used, implementation requirements, etc.

External requirements
Requirements which arise from factors which are external to the
system and its development process

interoperability requirements, legislative requirements, etc.

2007 EMC Corporation. All rights reserved.

NFR Types
Nonfunctional
requir ements

Product
requir ements

Ef ficiency
requir ements

Reliability
requir ements

Usability
requirements

Performance
requirements

Or ganizational
requir ements

Portability
requirements

Delivery
requirements

Space
requir ements

2007 EMC Corporation. All rights reserved.

External
requirements

Interoperability
requirements

Implementation
requir ements

Ethical
requirements

Standards
requirements

Legislative
requirements

Privacy
requirements

Safety
requirements

NFR Examples
Product requirement
4.C.8: Database should be backed up without impacting online
availability for web users

Organizational requirement
9.3.2: Storage utilization report shall conform to the process and
deliverables defined in XYZCo-ST-STAN-06

External requirement
7.6.5: Migration to the new Storage infrastructure should be nondisruptive to existing operating environment

2007 EMC Corporation. All rights reserved.

Goals and Requirements


Non-functional requirements may be very difficult to
state precisely and imprecise requirements may be
difficult to verify
Goal
A general intention of the user, such as ease of use

Verifiable non-functional requirement


A statement using some measure that can be objectively tested

Goals are helpful to Storage Architects as they convey


the intentions of the system users

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Examples
Availability Goal
Data availability should be maintained during the online hours

Verifiable Non-functional Requirement


The system should be available 99.999% during 9am to 6 pm

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Requirements Document Aims to Achieve


Readability (requirements in narrative scenarios)
Simplicity in use
Traceability to individual items
Accuracy of representing relationships between items
Freedom to work in style appropriate to situation
Compliance with industry standard tools & methods

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SMART Requirements

Specific
Measurable
Attainable
Realizable
Traceable
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Projects without clear goals


will not achieve their goals
clearly

You cant hit a bulls eye if


you dont know where the
target is

Requirements Measure Example

2007 EMC Corporation. All rights reserved.

Check Your Knowledge


What does a use case specify?
What are NFRs?
List 5 typical NFRs
What does SMART refer to?

2007 EMC Corporation. All rights reserved.

Lesson 2: Basic Metrics in Storage Networking


Upon completion of this lesson, you will be able to:
Describe NFR Specification for Storage Networking
environment
Identify Service Level Inter-dependencies
Apply SMART requirements to NFR
Describe basic metrics for Storage and Storage
Interconnect infrastructure

2007 EMC Corporation. All rights reserved.

NFR Specification for Storage


Capacity (maximum Storage requirement & growth
trends)
Performance
I/O throughput
Application response time
Batch process completion times

Availability
Disaster Recovery
Back-up & Archival requirements
Characterization of application workloads
2007 EMC Corporation. All rights reserved.

Is Storage Important in an Application?


Everything starts from the disk
Disks must be reliable and fast
All physical disks are only capable of doing approximately
200 operations per second
Server Storage Performance Gap

2007 EMC Corporation. All rights reserved.

Service Level Inter-dependencies


Array

APPs
data
data

Applications Layer

Host
/ O.S.
Host
/ O.S.
Host
/ O.S.

Volumes
STORAGE/IP
NETWORK

Array

Storage Networks
Layer

Host & HBA


Layer

Volumes
Storage
Layer

Application Database Vol.Mgr Dev. Driver


2007 EMC Corporation. All rights reserved.

Host Bus

Disk Cache Disk Bus Disk Drive

Defining Performance via the Performance Stack

Application
File System
Volume Manager
Virtual Memory
HBA/Driver
Storage Controller
Cache
Back-end

2007 EMC Corporation. All rights reserved.

Host

Throughput

Storage & IP networks

Bandwidth

Storage

Response Time

Components of a Disk Access Time (A Recap)


Seek time: Time for head to settle on proper track
Arm acceleration, coasting, deceleration, head positioning

Typical average seek time: 5-10 msec on modern disks

Rotational delay: Time for block to rotate under head

On average, half a rotation


Typical rotational speed: 7200 RPM, 10K RPM, 15K RPM

Transfer time: Time to transfer data to/from disk surface


Depends on request size and track density

Full rotation required to transfer contents of entire track


Typical bytes per track: 64KB -256KB

Tracks not all the same size (increase going outwards)

2007 EMC Corporation. All rights reserved.

Response Time
Littles Law Derivative (Random I/O)
Response Time = queueDepth * service time
Drives only read/write one I/O at a time!
Disk service time is key
This is the same for all arrays using the same drives in the same
manner!

2007 EMC Corporation. All rights reserved.

What is Wrong in this Conversation?


DBA
I need Storage for a new
database
Well around 200GB

Storage Admin
How big is your database?
Ok, give me a couple of
minutes to create a new file
system for you
Or
There is room on file system
xyz, just create a new directory
for your database

2007 EMC Corporation. All rights reserved.

IOPS vs. Response Time


Biggest Mistake: I/O subsystems are sized by Storage
requirements and not by IOPS

Source: Dave
Patterson

Actually: Max(disks for Storage, disks for IOPS)


2007 EMC Corporation. All rights reserved.

I/O in a System

2007 EMC Corporation. All rights reserved.

Planning for IOPS


Rules of thumb: how to plan for IOPS
Compute disk load from your host workload

RAID effects, read/write ratio

Compute disk potential


Compare the two to get Disk Utilization

Host
Loads

2007 EMC Corporation. All rights reserved.

RAID
Effects

Disk
Load

Disk
Potential

Disk
Utilization

Computing Disk Load from Host Load


Host
Loads

RAID
Effects

Disk
Load

Read Percentage, write percentage, RAID multiplier used


RAID 1 or 1/0

RAID Multiplier = 2 (Mirroring, so all host writes are doubled)

RAID 5

RAID Multiplier = 4 (Parity write operations require 4 disk I/O)

RAID 5: Total I/O = Host Reads + 4 * Host Writes


RAID 1 and RAID 1/0: Total I/O = Host Reads + 2 * Host Writes
See example in notes section below

2007 EMC Corporation. All rights reserved.

Computing Disk Potential - 1


Disk Potential = IOPS/drive * Disk Count
Drive

IOPS

MB/Sec

10K RPM

140

10

15K RPM

180

13

Example: 60 10K rpm drives 60 * 140 = 8,400 IOPS


This is a good estimation of max disk potential
Numbers above are rule of thumb
They assume the system is not perfectly tuned
They assume near perfect randomness
2007 EMC Corporation. All rights reserved.

Computing Disk Potential - 2


Disk
Load

Disk
Potential

Disk
Utilization

Disk Utilization = Disk Load / Disk Potential


A total load of 4200 IOPS results in:
4200 / 8400 = 50%

How is this important?


Disk Utilization tells us where we land on the curve
Estimate disk queue from Disk Utilization: q = u/(1-u)
Use Disk Service time rule of thumb of 6 ms

2007 EMC Corporation. All rights reserved.

Optimizing Use of Disk Bandwidth


Use all available disks
Data must be spread across many disks

Avoid disks that are hotter than other disks

Hot disks become bottlenecks

Workload should be the SAME on all the


disks

Make full bandwidth of all disks available


to any operation

Maximize Single disk performance


Two prevailing access patterns

Sequential Access
Random Access

SEQUENTIAL: optimize by using large


I/Os
RANDOM: optimize by minimizing length
of head movement
2007 EMC Corporation. All rights reserved.

NFR to SMART for Storage Networking


Defining and understanding the NFR
Developing measurable metrics for NFR
Understanding the potential Components in the high level
design:
Hosts, SAN, LAN, HBA, Storage

Classification of the Service using a goal-oriented


approach
Specific ; Measurable; Attainable; Realizable; Traceable

2007 EMC Corporation. All rights reserved.

SAN Quality of Connection (QoC)


Three metrics that Characterize how well a SAN will
service the Enterprise:
Availability

Presence or absence of a service

Performance

Operation of Service under normal and adverse failure conditions

Scalability

How effectively it scales in bandwidth and connectivity

Classification of Service based on the metrics


For easier identification of Topology & Architecture
Type of backbone interconnect

2007 EMC Corporation. All rights reserved.

Design Considerations: High Availability


Eliminate SAN points of Failure
Guard against path fail-over malfunction
Select path fail-over software

2007 EMC Corporation. All rights reserved.

QoC and Architecture: Define Metrics


SAN Availability
availability %

downtime per year

downtime per month* downtime per week

98

7.30 days

14.4 hours

3.36 hours

99

3.65 days

7.20 hours

1.68 hours

99.5

1.83 days

3.60 hours

50.4 min

99.9

8.76 hours

43.2 min

10.1 min

99.99

52.6 min

4.32 min

1.01 min

99.999

5.26 min

25.9 s

6.05 s

99.9999

31.5 s

2.59 s

0.605 s

Performance
Measured in bandwidth and response time for given number of I/Os
per second
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Eliminate SAN Points of Failure

HBA
Storage Adaptors
Fiber optic cables
Interconnect devices
Path failover SW
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Guard Against Path Fail-over Malfunction


Path fail-over implemented on the server
Implications in a switched SAN environment
16 port Switch motherboard failure could trigger path fail-over for 12
or more servers

Selection of interconnect devices with fault tolerant


features
Change management challenges for path failover SW
addressed early in the design
Test and certify the path failover SW for the hosts, HBA and
interconnect devices in the design

2007 EMC Corporation. All rights reserved.

QoC Metric 1: SAN Availability of Connection


Annual % of time an application has access to its data
through the SAN

2007 EMC Corporation. All rights reserved.

Design Considerations: High Performance


Performance as perceived by the end users
Multipathing
Directly linked to the number of paths available in the SAN
architecture - Multipathing enhances performance
Multipathing SW ensures load balancing and path fail-over
Path fail-over impacts performance

Appropriate choice of interconnect technologies


Fault tolerant interconnect devices

2007 EMC Corporation. All rights reserved.

QoC Metric 2: Path Minute of SAN Performance Degradation

Equivalent to a port on the interconnect device that is


unavailable for one minute
Used to specify the upper limit in application
requirements specification

2007 EMC Corporation. All rights reserved.

Switched Fabric Scaling of Connectivity (MB/S)

2007 EMC Corporation. All rights reserved.

Design Considerations: High Bandwidth Scalability


Bandwidth
Scaled with number of ports
connected to backplane of Switch
or director

Inter-switch links scales the


number of ports available
Each ISL link consumes 2 ports
ISLs create additional latency
Reduces bandwidth scalability

2007 EMC Corporation. All rights reserved.

Interconnecting Switches and Directors - 1

2007 EMC Corporation. All rights reserved.

Interconnecting Switches and Directors - 2

2007 EMC Corporation. All rights reserved.

QoC Metric 3: SAN Bandwidth Scalability


Classified according to the topology of SAN

2007 EMC Corporation. All rights reserved.

Fabric Switches and Directors


Feature
All critical components except ports are
redundant with automatic internal failover

Director Fabric Switch


Yes
No
(maybe power
and cooling)
All critical components are hot replaceable
Yes
No
(maybe power,
cooling, and
GBICs)
Non-disruptive code loads
Yes
No
Non-disruptive upgrades

Yes

No

Component-level fault isolation

Yes

No

Maximum ports

512

48

2007 EMC Corporation. All rights reserved.

SAN QoC Scope


Concise definition to focus exclusively on the network
portion of SAN

Excluded
2007 EMC Corporation. All rights reserved.

SAN QoC Classes


QoC
Class

Service
Level
Description

Architecture
Description

Availability of
Connection
(annual uptime)

Performance
Degradation
(annual
path-minutes)

Unspecified
Failure sensitive
(no guarantee) - no redundancy
Variable
(statistical)

Failure resilient
- partially redundant paths
- partially redundant
interconnects

Bandwidth
Scalability

Single point-topoint or single


loop
50,000 annual pathminutes average

Multiple loops,
EPL, and/or
switched fabric

Variable
Failure resilient
99.9% .05%
5000 annual path(deterministic) - fully redundant paths
(8.8 hours average annual
minutes average,
- fully redundant or fault tolerant downtime, cannot exceed cannot exceed 5250
interconnects
13.1 hrs)

Switched fabric

Constant
(deterministic)

Failure tolerant
- fully redundant paths
- fully redundant interconnects
- backbone interconnects fault
tolerant

99.99% minimum
(maximum annual
downtime under 53
minutes)

Switched fabric
with maximum
ports per
backplane

Constant
(deterministic)

Fault tolerant
- fully redundant paths
- fully redundant interconnects
- all interconnects fault tolerant

99.999% minimum
(maximum annual
downtime under 5
minutes)

2007 EMC Corporation. All rights reserved.

99% average
(3.7 days average annual
downtime)

500 annual pathminutes maximum

50 annual path-minutes Switched fabric


maximum
with maximum
ports per
backplane

Class 1
Lowest level of SAN service
No Quantitative metrics or Guarantees
Implemented with a point-to-point connection
Scalability
Shared 100MB/Sec path

2007 EMC Corporation. All rights reserved.

Class 2
Variable Service level
Metrics defined by statistical averages

Failure resilient
Redundant paths

Availability
99%; 3.7 days of annual down time

Performance degradation
50000 path minutes

Scalability
Multiple 100MB/S paths
Appropriate path failover SW
Implemented with Switches
2007 EMC Corporation. All rights reserved.

Class 3
Metrics specified as statistical average with limits
Availability
99.85 to 99.95%; 13.1 hrs to 8.8 hrs of down time

Performance degradation
5000 path minutes +/- 5% variation

Scalability
Could be achieved with switched fabric
Redundant fabric switches for the backbone
Redundant peripheral interconnect devices
Complete path redundancy
Director with primary and alternate path on the same director
2007 EMC Corporation. All rights reserved.

Class 4
Metrics with tightly defined limits
Availability
99.99%; 53 minutes of annual down time

Performance degradation
less than 500 path minutes

Scalability
Large number of ports per backplane
Redundant peripheral interconnect devices
Complete path redundancy
Directors

2007 EMC Corporation. All rights reserved.

Class 5
Highest and most consistent level of service
Availability
99.999%; less than 5 min down time per year

Performance degradation
Less than 50 path minutes

Scalability
Similar to Class 4
Implemented with redundant directors

2007 EMC Corporation. All rights reserved.

SAN Backbone Device QoC

Source: Strategic Research Corporation


2007 EMC Corporation. All rights reserved.

Recommended SAN QoC for Common Applications

2007 EMC Corporation. All rights reserved.

Check Your Knowledge


Define Littles Law?
What is the relationship between IOPS and Response time?
What are the three basic metrics that impact performance of a disk
storage?
What are the layers in the performance stack?
Provide reasons why Storage is an important consideration in
applications
What are the key metrics that define QoC in a SAN?
Define path minutes of SAN performance degradation?
What are the deficiencies of a switch to meet QoC 4 and QoC 5
requirements?
2007 EMC Corporation. All rights reserved.

Module Summary
Key points covered in this module:
Requirements analysis process
Functional & non-functional requirements
NFR for Storage
Basic metrics for Storage and Storage Interconnect
SMART specification of requirements for Storage
networking
SAN QoC and Class of service

2007 EMC Corporation. All rights reserved.

Module 1.4: Case Study

Business Value Analysis

2007 EMC Corporation. All rights reserved.

Case Study: Business Value Analysis


Upon completion of this module, you will be able to:
Develop a ROI/Business case for Storage networking
with a structured methodology

2007 EMC Corporation. All rights reserved.

R-LABS Company Profile


Leading Pharmaceutical company
10 percent annual growth in sales revenues
New product to market every six months versus the industry average
of 27 months
Reducing the time and cost for a drug to travel from the lab to
patients (typically 12 to 15 years)

R-Labs IT organization
Function 1: Responsible for the development, deployment and
support of business applications
Function 2: Responsible for the installation, operation, and
maintenance of the technology infrastructure the applications use

2007 EMC Corporation. All rights reserved.

R-Labs Application Roll-out Plan

2007 EMC Corporation. All rights reserved.

IT Operation Challenges
Multiple data centers
Many database and Storage administrators
ERP upgrades and new system roll out not meeting the
timeliness requirements of R-Labs
Multiple disaster recovery service subscriptions

2007 EMC Corporation. All rights reserved.

Storage Implementation Costs: Proposed Solution


Replace an existing DAS infrastructure (60TB)
Consumption rate 40%

Overall new requirement 200TB


Additional costs
Training
Migration from DAS to SAN

Elimination of maintenance cost for old DAS


infrastructure
See details in Notes section below

2007 EMC Corporation. All rights reserved.

IT Operations Savings

2007 EMC Corporation. All rights reserved.

Business Impact: ERP Upgrade

2007 EMC Corporation. All rights reserved.

Business Impact: CRM Roll-out

2007 EMC Corporation. All rights reserved.

Business Impact: SCM Roll-out

2007 EMC Corporation. All rights reserved.

Check Your Knowledge


Business Value Analysis Case Study
Develop a Business value analysis for the Storage
Networks implementation you have proposed to meet the
requirements
Use the ROI template and determine:
ROI (5 years)
Pay back period

Make a presentation to the board of directors for the


Storage expenditure (10 min), based on your business
value analysis

2007 EMC Corporation. All rights reserved.

Module Summary
Key points covered in this module:
How to develop an ROI/Business case for Storage
networking with a structured methodology

2007 EMC Corporation. All rights reserved.

Section Summary
Key points covered in this section:
Application classification based on degree of connectedness and
performance requirements and how they drive Storage growth
Elements that constitute the TCO in an investment for Storage and
how to compute ROI
Perform Business Value Analysis
Identify functional, non-functional requirements, and stakeholders
for Storage Networking implementation
Quantify requirements in technical and business terms as a first
step towards successful Storage deployment and in the design of an
appropriate solution
Use SMART way to represent requirements for Storage Networking
environment
2007 EMC Corporation. All rights reserved.

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