State Street Global Advisors: End-User Storage Management Case Study Arun Taneja, Founder and...

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State Street Global Advisors: End-User Storage Management Case Study Arun Taneja, Founder and Consulting Analyst, Taneja Group

Transcript of State Street Global Advisors: End-User Storage Management Case Study Arun Taneja, Founder and...

Page 1: State Street Global Advisors: End-User Storage Management Case Study Arun Taneja, Founder and Consulting Analyst, Taneja Group.

State Street Global Advisors: End-User Storage Management Case Study

Arun Taneja, Founder and Consulting Analyst, Taneja Group

Page 2: 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

Page 3: State Street Global Advisors: End-User Storage Management Case Study Arun Taneja, Founder and Consulting Analyst, Taneja Group.

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?

Page 4: State Street Global Advisors: End-User Storage Management Case Study Arun Taneja, Founder and Consulting Analyst, Taneja Group.

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.

Page 5: State Street Global Advisors: End-User Storage Management Case Study Arun Taneja, Founder and Consulting Analyst, Taneja Group.

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.

Page 6: State Street Global Advisors: End-User Storage Management Case Study Arun Taneja, Founder and Consulting Analyst, Taneja Group.

Supported ApplicationsPre-Trade Trade Post Trade

Global Access

Large Block Trades

$5,000,000,000

Page 7: State Street Global Advisors: End-User Storage Management Case Study Arun Taneja, Founder and Consulting Analyst, Taneja Group.

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

Page 8: State Street Global Advisors: End-User Storage Management Case Study Arun Taneja, Founder and Consulting Analyst, Taneja Group.

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

Page 9: State Street Global Advisors: End-User Storage Management Case Study Arun Taneja, Founder and Consulting Analyst, Taneja Group.

Current Vision The SSFC storage team acts as a Fluid Service

Provider

Page 10: State Street Global Advisors: End-User Storage Management Case Study Arun Taneja, Founder and Consulting Analyst, Taneja Group.

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

Page 11: State Street Global Advisors: End-User Storage Management Case Study Arun Taneja, Founder and Consulting Analyst, Taneja Group.

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

Page 12: State Street Global Advisors: End-User Storage Management Case Study Arun Taneja, Founder and Consulting Analyst, Taneja Group.

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

Page 13: State Street Global Advisors: End-User Storage Management Case Study Arun Taneja, Founder and Consulting Analyst, Taneja Group.

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.

Page 14: State Street Global Advisors: End-User Storage Management Case Study Arun Taneja, Founder and Consulting Analyst, Taneja Group.

Data classification parameters drive tiers

Capacity growth

Availability/reliability

Required mgmt effort

Level of change

Performance

Parameters Tiers# of data copies

Media type

Connectivity

Page 15: State Street Global Advisors: End-User Storage Management Case Study Arun Taneja, Founder and Consulting Analyst, Taneja Group.

SSgA Storage Organization

75%: R&D

25%: Ongoing Ops

Page 16: State Street Global Advisors: End-User Storage Management Case Study Arun Taneja, Founder and Consulting Analyst, Taneja Group.

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

Page 17: State Street Global Advisors: End-User Storage Management Case Study Arun Taneja, Founder and Consulting Analyst, Taneja Group.

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:

Level Name Description

1 Implement Ad-hoc, reactive, “firefighting”, mini-islands

2 Monitor Proactive / reactivate, trained people, islands

3 Manage Documented, standardized products and procedures, Tiered Storage

4 ServiceMetrics for deliverables and Processes, Client Service, Tiered Storage by

Data Set

5 FluidityContinuous improvement with Feedback, Competitive Advantage,

Storage Web

Page 18: State Street Global Advisors: End-User Storage Management Case Study Arun Taneja, Founder and Consulting Analyst, Taneja Group.

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

Page 19: State Street Global Advisors: End-User Storage Management Case Study Arun Taneja, Founder and Consulting Analyst, Taneja Group.

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

Page 20: State Street Global Advisors: End-User Storage Management Case Study Arun Taneja, Founder and Consulting Analyst, Taneja Group.

No One Size Fits All Management Solution

Solution Purpose Primary Users

AppIQ Service level view

Customer facing views

Assembly line

Operations/

Business Analyst

Control

Center

Provisioning/allocation

Deep dive Tier 3

troubleshooting

Engineering

Onaro

SANScreen

Change management

Reconciliation system

Engineering

Page 21: State Street Global Advisors: End-User Storage Management Case Study Arun Taneja, Founder and Consulting Analyst, Taneja Group.

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

Page 22: State Street Global Advisors: End-User Storage Management Case Study Arun Taneja, Founder and Consulting Analyst, Taneja Group.

AppIQ RenderingTopology visualization

EMC Symmetrixport impact analysis

McDATA swtich port impact analysis

EMC Symmetrix capacity view

McDATA switch capacity view

Page 23: State Street Global Advisors: End-User Storage Management Case Study Arun Taneja, Founder and Consulting Analyst, Taneja Group.

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

Page 24: State Street Global Advisors: End-User Storage Management Case Study Arun Taneja, Founder and Consulting Analyst, Taneja Group.

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

Page 25: State Street Global Advisors: End-User Storage Management Case Study Arun Taneja, Founder and Consulting Analyst, Taneja Group.

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

Page 26: State Street Global Advisors: End-User Storage Management Case Study Arun Taneja, Founder and Consulting Analyst, Taneja Group.

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.

Page 27: State Street Global Advisors: End-User Storage Management Case Study Arun Taneja, Founder and Consulting Analyst, Taneja Group.

Thank you!

Arun Taneja

[email protected]