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State Street Global Advisors:
End-User Storage Management Case Study
Arun Taneja, Founder and Consulting Analyst, Taneja Group
Agenda
Today’s storage challenges
About State Street Global Advisors (SSgA)
Guiding Principles
Vision and Environment Overview
Pillars of Storage Management
Use of Management Solutions
Key Take-Aways
Today’s Storage Management Challenges
Data Tsunami
Compliance and Regulatory Requirements
Internal Service Level Management
Fiscal Accountability
Choosing the right management frameworks
• Which solutions are real?
Who is SSgA?State Street Global Advisors (SSgA) is an acknowledged leader in institutional investing with over $1.2 trillion in assets under management. The world's largest institutional asset manager and leader in several other investment ranking systems.
Global Alliance CompaniesSSgA's Global Alliance Companies are innovative investment companies that have been selected to complement our existing investment capabilities. Our goal is to identify, develop and manage these diverse investment businesses to provide our clients with an expanded selection of specialized equity, fixed income, absolute return, private equity and real estate options. There are
28 Global Alliance companies.
State Street Global Advisors and ABP, one of the world's largest pension funds, created a jointly-owned subsidiary, State Street
Global Alliance, LLC, focused on partnering with innovative asset management firms
Advanced Investment PartnersAIP is an asset management organization offering investment management based on
nonlinear quantitative techniques
Asian Direct Capital ManagementADCM provides investment advisory services to institutions seeking to invest in private equity in Asia.
Innovest Strategic Value Advisors, Inc.Innovest Strategic Value Advisors, Inc. is an investment research and sub-advisory firm specializing in analysing
companies' environmental and social performance and their impact on competitiveness, profitability and share price performance.
Supported ApplicationsPre-Trade Trade Post Trade
Global Access
Large Block Trades
$5,000,000,000
Road to the Vision 2003 Q3 - Q4
Storage Services
2003 Q1 - Q2 Tiered Storage and Formal Storage Team
2002 Data Classification
2001 Implementations
2000 RTO / RPO
Increasing: •Consolidation•Standardization •Service Levels•Automation
SSgA IT Guiding Principles “Technology is a means to an end and not an end onto itself.”
IT can provide competitive advantage by giving core business key capabilities and flexibility
Alignment with core business goals and shareholder value
Invest heavily in technology to meet commitment to key stakeholders:
• Clients
• Employees
• Shareholders
Culture of innovation with proven technologies
Focus value maximization versus cost minimization
Accurate accounting based on fixed and variable costs
Current Vision The SSFC storage team acts as a Fluid Service
Provider
SSgA Storage Infrastructure Overview
Over 100 TB of primary capacity allocated to applications
1000 ports in 11 Fabrics
Storage Platforms:
• DMX: 800, 1000, 2000
• CLARiiON 800
• NetApp
• HP EVA
Storage Networking:
• Mostly McData
• Some Cisco and Brocade
• Hub-spoke architecture
IT Environment (Partial)
FILENAME: SSgA DWDM SA rev4 FiberCH 2.vsd
DATE: 5/16/03
COMPANY: SSgA
TITLE: SSgA DWDM SRDF Network
CREATOR: Tom Dever
TIME: xx:xx PG: 1 of 1
SSgA DWDM SRDF Network
EMCSYMMETRIX
8730
2
Symmetrix 8730 (1300)
EMCSYMMETRIX
8730
2
Symmetrix 8730 (479)
EMCSYMMETRIX
8730
2
Symmetrix 8730 (816)
EMCSYMMETRIX
8730
2
Symmetrix 8730 (509)
One International PlaceSSgA Production Data Center
WestboroSSgA Disaster Recovery Data Center
EMC ConcurrentSRDF Replication
Verizon MUX1 IP
AT&T MUX2 IP
Verizon MUXWestboro
0
0
11B
to p
ort 1
2
6B
to p
ort 1
6
11B to port 16
6B to port 12
1= IP
1=IP
0=SSFC
0=SSFC
6B to port 12
11B to port 16
11B
to p
ort 1
2
6B
to p
ort 1
6
16dA to port 8
3dA to
por
t 12
16dA to port 8
1dA to port 814dA to port 12
0
0
Verizon MUXLincoln Street
AT&T MUXLincoln Street
AT&T MUXWestboro
EM
C C
oncurr
ent
SR
DF R
eplic
ation
SSFC - One Lincoln StreetSSgA Production Data Center
EMC1-800-782-4362In House 5-4654
EMC State Street SupportMark Susser 4-2133
SSgAStu Sherman 4-2225Andy McFarland 4-2221
Project ManagerSteve Head5-7479 4-24571-617-799-1871
AT&T Helpdesk #1-800-346-7157
Verizon Helpdesk #1-800-497-6401
1dA
to p
ort 8
DS-32M ATTSer: MC5S405844FAB31I2Firmware:04.01.03 3IP:147.141.15.190Cab: U19
DS-32M VerizonSer: MC5S405812FAB30I2Firmware: 05.01.02 1IP: 147.141.16.3Cab: U19
DS-32M VerizonSer: MC5S405859FAB30W1Firmware: 05.01.02 1IP: 161.194.95.4Cab: B15
DS-32M ATTSer: MC5S405973FAB31S0Firmware:04.01.03 3IP: 147.141.70.57Cab: AK46
DS-32M VerizonSer: MC5S405845FAB30S0Firmware: 05.01.02 1IP: 147.141.70.56Cab: AK29
Please report any problems with this network to theSSgA Helpdesk#4-6222 option 1
and send an E-Mail [email protected]
Netcool Monitoring161.194.35.81
155.108.112..130
70 / WCXS / 357280Band 1 Channel 1
70 / WCXS / 356430Band 6 Channel 4 AT&T ID
SSA910310Z310910 B2
AT&T IDSSA5001100Z820220 C3 DS-32M ATT
Ser:MC5S405843FAB31W1Firmware:04.01.03 3IP: 161.194.95.3Cab: B11
Pillars of Storage Management Emancipating principle: it’s about people and their
orientation not the technology Drive down costs through sharing of resources Improve management by standardizing technology and
sharing storage management expertise Implement service level approach to storage: align
appropriate resources based on business needs Provide complete service throughout data life cycle
Processes 1. SSFC storage services provide case by case
business analysis for each application including data classification.
2. The analysis and classification allows for the appropriate solution (resources / service level).
3. The storage team creates a service level agreement for each respective application.
4. In turn, the design, standard operating procedures and overall support are derived from the service level requirements.
Individual technologies and devices are predefined and tiered, enabling flexible standard offerings at tangible costs in economic scale.
Data classification parameters drive tiers
Capacity growth
Availability/reliability
Required mgmt effort
Level of change
Performance
Parameters Tiers # of data copies
Media type
Connectivity
SSgA Storage Organization
75%: R&D
25%: Ongoing Ops
Ongoing OperationsBy Functional Expertise
Storage Engineering
Fabric AllocationTechnology deployment methodology
Storage provisioningTechnology Interoperability
Backup EngineeringLevel two support (i.e. in-depth trouble shooting)
Storage OperationsStorage side monitoring
Level one support (i.e. capacity and performance issues)Zoning and LUN Masking
Day to day maintenance tasksReporting (AppIQ)
Business AnalysisCustomer interface (AppIQ)
Business requirements forecast (AppIQ)Application team interface
Service level management (AppIQ)Project and event management
Storage Maturity Model Description:
• The Storage Maturity Model is a standardized method to measure process maturity on a scale of 1 to 5
• High maturity is not necessarily good – process maturity should be aligned with importance (value)
Approach:• Discrete processes are determined
• Process Maturity is measured
• Appropriate maturity is determined
• Processes are refined as necessary
Maturity Levels:
Continuous improvement with Feedback, Competitive Advantage, Storage
Web
Metrics for deliverables and Processes, Client Service, Tiered Storage by Data
Set
Documented, standardized products and procedures, Tiered Storage
Proactive / reactivate, trained people, islands
Ad-hoc, reactive, “firefighting”, mini-islands
Description
Fluidity
Service
Manage
Monitor
Implement
Name
5
4
3
2
1
Level
Storage Activities
STORAGE STRATEGY
BUSINESS ASUSUAL
ACTIVE/ACTIVE
RECORDSMANAGEMENT
ANY TO ANY
SLA
Implementations
NAS
Hetergenious SAN
i-SCSI
STABILITY
SAN Monitoring
Symmetrix Microcode
AIX/TSM
ECC
Software Agents
Onaro
Security
HEAT/SWAT/SupportMate
Digital Finger Printing
Documentum Pilot
Compliance/Regulatory
ECC DR Upgrade
Reclamation
SAN Gateway
Monitoring/ Break Fix
SSgA
SSSF
SSGM
Utilized ProductsECC AppIQ StorageAuthority Suite
Veritas Volume Manager EMC TimefinderVeritas Volume Replicator Equalogix
EMC SRDF Veritas Cluster ServerMcData 4500 EMC Optimizer FAS960
EMC DB Tuner Net Apps Virtual File Manager DMX2000 Synchronous Snap Mirror DMX1000
Tivoli Storage Manager DMX800 Gresham EDTCX600 McData 3232
Navisphere Manager Symmetrix 8730Centera Documentum L700E StorageTek HP EVA
McData 6140 Onaro SanScreen STK ACSLS
No One Size Fits All Management Solution
Engineering Change management
Reconciliation system
Onaro
SANScreen
Engineering Provisioning/allocation
Deep dive Tier 3 troubleshooting
Control
Center
Operations/
Business Analyst
Service level view
Customer facing views
Assembly line
AppIQ
Primary UsersPurposeSolution
Legacy Rendering
DMX800 (0184) DMX800 (0283)
fcgaecc - W2K controlcenter
thunder - Solaris
fcgaeccdr - W2K
SSFC - Westboro DMX800a/o 2/26/04
svaf1000proxy
Solaris 2.8
svaf1001proxy
Solaris 2.8
svdf1002Solaris 2.8
svdf1000Solaris 2.8
svdf1001Solaris 2.8
svdw1126market dataSolaris 2.8
incf2001aW2K
incf2001bW2K
infw2006file& print
W2K
svdf1003Solaris 2.8
svdw1127act/oats/tagSolaris 2.8
mohegan -lz uat
Solaris 2.8
foxwoods -lz uat
Solaris 2.8
shark - Solaris
vcluster1gcm - w2k
vcluster3gcm - w2k
harrahs - lzuat
Solaris 2.8
trump - lzuat
Solaris 2.8
Not clustered
fcgalzdeal-uat
W2K
fcgalzapp-uat
W2K
aiv-uat1Solaris 2.8
aiv-uat2Solaris 2.8
aiv-dev2Solaris 2.8
aiv-dev1Solaris 2.8
vcluster2gcm - w2k
svaf0002Solaris 2.8
svaw0085fidessa uatSolaris 2.8
svdf0002act/oats/tag uat
Solaris 2.8
teamsite-dev2Solaris 2.8
emcwatchdr - W2k
oraperfSolaris 2.8
oradevSolaris 2.8
orauatSolaris 2.8
autodevsolaris 2.8
dssfcs006 -w2k
fcgadba-dev- w2k
fcgaimads-uat - w2k
autouat1solaris 2.8
fcgafs1-uat- w2k
autouat2solaris 2.8
martinezsolaris 10
schillingsolaris 10
AppIQ RenderingTopology visualization
EMC Symmetrixport impact analysis
McDATA swtich port impact analysis
EMC Symmetrix capacity view
McDATA switch capacity view
Approach to Management Tools
Poor craftsmanship will not be fixed by tools
Tools must enable you to generate a return on capital investment
Don’t become a puppet of the tool• Can give you a warped perception of the world
Can help communicate concepts and augment sensory perceptions
Specialization creates over-reliance on tools: Doesn’t address real symptoms
Lesson Learned from Management Solutions
Management app needs management
Identify deployability issues due to
agents and scalability limitations
Increase automation requires focus on
change control
What the Future Holds
New ways of thinking about allocation metrics• Primary, Mirror, BCV, R2
Inventory management concepts: charge internal customers based on predictability of requests• Physical capital assets maintained on hand
• Human resources necessary to make changes
Automated/policy-based classification of data sets
Transparent data movement between storage tiers based on business context (“ILM”)• Value of information to business changes over time
Key Take-Aways from SSgA
Focus on the people and their approach
Block out everything you know about technology
Service levels add a layer of abstraction to your interaction with business• Cut down on perception management
Define flexible tiers based on internal customer survey and available technology options
Apply KISS whenever possible
Make your work enjoyable – stick to your principles
Ability to compose technologies gives competitive advantage – people are the composers.
