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-------------------------------------------------------------- This story was printed from ZDNet Australia. --------------------------------------------------------------
Battling for better backup

By Angus Kidman, 0
November 28, 2002
URL: http://www.zdnet.com.au/news/security/soa/Battling-for-better-backup/0,130061744,120270281,00.htm




Nothing makes sys admins run screaming faster than backup, but it remains one of the most important base functions for any IT infrastructure. How can you configure your backup software so that it reduces rather than increases your workload, and perhaps even provides some return on investment in the process?

First, a few home truths about backup. Until very recently, backup, like most functions associated with data storage, was viewed as a highly boring topic. At best, it was an inconvenience; at worst, it was a time-consuming nightmare, performed in the wee small hours of the morning and all too often punctuated by complaints from users who were singularly uninterested in understanding why you were incapable of instantly retrieving the essential file which they’d been stupid enough to delete in the first place.

Rampaging data volumes and an increasing recognition of the value of information to modern organisations mean that these days storage has been afforded grudging respect, and a certain degree of interest. However, this rehabilitation hasn’t extended to the general area of backup, which is still likely to attract the boring tag.

As well, most of the current interest in storage stems from developments in hardware, and these tend to attract the lion’s share of attention when considering backup options.

The reality, though, is that the choice of software you use for backup is likely to make more difference in day-to-day operations. Most backup software is highly agnostic about hardware; once it’s been told what is being used, it makes relatively little difference whether disk or tape is the preferred medium, or the nature of the connection to that system.

However, if the software package you choose requires intervention and input every time you perform a backup operation, then you’ll quickly come to regret your choice.

Reflecting their roots in large systems organisations, many backup software packages retain the option of allowing you to interface via command lines. One obvious area for development in recent years has been the introduction of GUI interfaces, spurred in part by continued growth in GUI-based OSes such as Windows NT and its various successors. An equally important trend has been automating the backup process, so that scheduled backups can occur without intervention.

Indeed, this is now taken as standard; the nirvana of automation has shifted to requiring no intervention even if there are problems during the backup process. Considering that GUI-based interfaces have been in widespread use for more than a decade, and automation of the backup process has been discussed as a topic for even longer, it’s a little disturbing to note that progress in this area seems to have been rather slow.

“Systems administrators are spending too much of their time allocating and configuring storage resources, and managing the backup of the data for the various business needs that require it,” Ovum analysts Graham Titterington and Nadia Khair noted in a recent report. “They desperately need to automate as much of this process as possible, both to cope with the workload and to maintain their efficiency. This is creating a mass market for storage management software, which several vendors are trying to grab. The task is not easy because interoperability problems in storage networks are mas-sive, and the area is very short of standards.”

Software and spending
Hardware remains an important consideration in the backup software equation. Many of the dominant vendors of backup software have achieved their position by tightly linking together their software services with hardware sales. Of the ten dominant sellers of storage software in 2001 (as measured by Gartner Dataquest), just four (Veritas, CA, Legato, and BMC) used a software-only model.

However, appearances can be deceptive. Some of the hardware vendors (such as StorageTek) do not develop any software of their own, but resell packages from pure software players, so getting an overall picture of the market can be difficult. In any case, there are advantages in both approaches.

Purchasing backup software from the same vendor who provides your storage software should ensure better interoperability—always a concern in large systems—and provides you with a single point of service when, inevitably, things go wrong. However, it also increases your reliance on that single vendor, making you vulnerable to sudden price rises, unexpected software errors, or company takeovers and collapses.

(This problem is less relevant if you purchase a third-party product via your hardware vendor, since interoperability should be high but product development remains separate, but it does remain an issue.) Whichever path you choose, backup vendors will be beating a path to your door to convince you that their system is the best.

“The change in the world economic environment has put more pressure on vendors to provide a clear and compelling market vision that effectively positions the solution against competitive offerings and provides customer references confirming the advantage,” Gartner analyst Carolyn DiCenzo commented earlier this year. “The opportunity for software vendors remains strong, but customers will be more careful with expenditures and vendors must bring more value to the table.” In other words: make your software suppliers work for every backup dollar you plan to spend with them.

Current research suggests that you’ll be spending a lot. According to IDC, while spending on backup and archive software in the Asia- Pacific region grew 32 percent year on year between 2000 and 2001, its significance is dropping related to other more advanced storage systems, accounting for just 38 percent of total spend in this area, down from 43 percent. Along with services, software is the fastest growing sector of the storage market.

In Australia and New Zealand, storage software is a AU$180 million a year market, according to IDC. “The recent boom we have seen in the region is far from over,” said Grace Lai, Market Analyst, Software Re-search, IDC Asia/Pacific. “Storage software is top of mind and has gained enough attention from both business and IT perspectives that companies will continue to dedicate resources to fund the improvement of their storage investments.”

Better and easier backup


In the hardware arena, backup procedures are currently undergoing something of a sea change, with disk taking over some of the backup functions more traditionally associated with tape. For the most part, this change hasn’t had a significant impact on the way in which backup software performs. Most backup systems are largely media-agnostic; as long as sufficient connected capacity is available for storage needs, they’re generally indifferent to whether you’re using tape, disk, or optical systems to store the data. The main impact you’re likely to notice is in time-to-restore; linear systems such as tape are inevitably slower than disk.

Whichever provider you choose, there are some common approaches that can make backup easier. Tools that are easy and intuitive to use will improve productivity, especially because backup software is used so often.

Notification systems should be put in place to in-form you of unusual or aborted backups. Built-in automation and simplified user interfaces let less-qualified staff assume greater responsibilities, freeing more senior staff for other more cost effective duties.

The routine of overnight backup has become less common as businesses move into a 24x7 environment, requiring more sophisticated approaches to scheduling. It’s important to consider backup as part of the overall suite of services provided by IT. Many other functions, such as data warehousing and analysis, will depend on an accurate and regular backup procedure.

While providing easy-to-restore copies in the event of an emergency remains a key part of the backup equation, increasingly back-up will also be needed for these other environments to function.

Backup and ROI
This leads inevitably to the other question: can backup be justified using a return-on-investment model? The short and sharp answer appears to be “no”. Unlike other software investments that provide direct business value, backup on its own has to be considered as analogous to an insurance policy. If you never need the backups, the ROI will be minimal. However, in the event of an unexpected disaster, the ROI may become extensive. This need not be as extensive as a total system collapse. As the graph “Estimated costs of downtime” on the previous page shows, even a brief system absence can cost your business tens of thousands of dollars.

When budgeting for backup, you need to consider not just how much it costs, but how much not having it would cost. In effect, even if there’s no return on investment, it’s not a function you can choose to avoid. That said, if you can integrate backup with other functions that provide new business information (such as data ware-housing), then it may have an impact on your ROI calculations. However, this is likely to be at the level of overall system cost: when choosing your warehouse provider, for instance, the ability to easily integrate with existing backup routines may be a consideration.

You can also strategise to minimise the costs of backup, even if the cost itself is not avoidable. With the continuing move towards progressive or incremental backup, where only data altered since the last backup is copied, less data needs to be transferred over the network and stored than with traditional backup and recovery applications. This in turn may reduce overall business costs by providing improved network performance.

In the end, like taxes, Bill Gates, and in-laws, backup will always be with us. “Backup and recovery continue to be one of the top priorities for corporate IT departments,” says Stephen Elliot, research director at Hurwitz Group. “Disasters can occur at any time, and more often than not, they are not catastrophic. But the cost of downtime easily outweighs the cost of establishing a quality backup and recovery.

The database dilemma
It’s a familiar scenario: key databases have to be backed up overnight, since they can’t be copied while they’re open to new transactions. This is fine if your company’s access needs are strictly nine-to-five, but rather less helpful if your servers need to be accessed 24x7 by different global branches, or are used as the basis for a Web server.

Fortunately, the requirement that databases be closed off and then copied in their entirety (a so-called cold backup) has largely disappeared from modern backup software. Many systems have the ability to create a backup while the database is still live (a hot backup), often by working in copy-only mode. As well as allowing non-stop access, this also allows backups to be created more frequently, minimising the amount of re-entry required in the event of a catastrophe.

Despite these improvements, restoring databases is still more complex than many other kinds of file restore. Modern database environments maintain extensive redo logs, which enable databases to be restored on a transaction-by-transaction basis, which can assist this process. Unsurprisingly, backup software vendors argue that such manual solutions are ineffective. “These methods do not have the reliability required by enterprise environments, and do little to improve the ongoing availability of critical systems,” notes a white paper from Veritas.

Who's big in backup?


Backup software is rarely measured as an independent category. These ten vendors were dominant players in the overall storage software market in 2001, according to Gartner Dataquest. While hardware manufacturers naturally promote their own software, many resellers will bundle their preferred software with storage hardware, even when an alternative is available.

EMC
Key backup software: Symmetrix Remote Data Facility (SRDF) and TimeFinder, CLARiiON MirrorView and SnapView
Storage management software market share: 30.4%
EMC's products are highly integrated with its two hardware lines, which has been a key factor in its strong market share.
www.emc.com

Veritas Software
Key backup software: Backup Exec, NetBackup, BareMetal Restore
Storage management software market share: 19.8%
Greatly expanded its market share with the 1999 purchase of Seagate Software,which gave it a firm foothold in the Windows market.
www.veritas.com

IBM
Key backup software: Tivoli Storage Manager (also available in Extended Edition and for Storage Area Networks)
Storage management software market share: 14.2%
IBM heavily promotes the use of Storage Manager alongside other Tivoli products.
www.ibm.com

Computer Associates
Key backup software: BrightStor Enterprise, BrightStor ARCserve, BrightStor Mobile Backup, BrightStor CA-Disk
Storage management software market share: 4.1%
CA has integrated all its backup and storage solutions under the BrightStor brand.
www.ca.com

Compaq
Key backup software: StorageWorks, SANworks
Storage management software market share: 4%
Following Compaq's merger with HP, total market share is likely to increase.
www.hp.com

Legato Systems
Key backup software: NetWorker, RepliStor
Storage management software market share: 2.9%
www.legato.com

BMC Software
Key backup software: MAINVIEW SRM
Storage management software market share: 2.8%
www.bmc.com

StorageTek
Key backup software: Application Storage Manager, packages licensed from third parties
Storage management software market share: 2.4%
www.storagetek.com.

Network Appliance
Key backup software: SnapDrive, Snap-Mirror, SnapManager, SnapRestore, SnapVault
Storage management software market share: 2.2%
www.netapp.com

Hitachi Data Systems
Key backup software: Multiplatform Backup/Restore, Hitachi eCopy
Storage management software market share: 1.9%
www.hds.com.

Backup software: what you need to know

  • Integrate hardware and software. Many backup software systems are designed to work in close conjunction with storage hardware. Take advantage of this to minimise your workload.
  • Define policies. Your backup system should be part of a broader strategic plan for IT maintenance and availability, and based on well-thought out policies.
  • Plan, strategise, and automate.
    Zero-in-tervention systems may be a pipe dream, but having a well-planned approach to backup will minimise the amount of time you spend and free you for more productive tasks.
  • Backup is like insurance. In general, you can't make a specific case for ROI just for backup (though you may be able to as part of a broader storage strategy). However, the cost of restoring data will generally justify your backup investment.
  • Don't forget software. While the most important data to backup is unique business information, maintaining backup copies of key application installersâ€"or even better, mirrors of functional systemsâ€"will get you up and running much faster in the event of a disaster.

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