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Description of Open-E
                             Snapshots

   A Step-by-Step Guide to How To Operate
             Snapshot with Open-E® DSS™




Software Version: DSS ver. 6.00 up40
Presentation updated: September 2010
Description of Open-E Snapshot

                             SNAPSHOT DEFINITION



Snapshots allow the administrator to create a new block device which presents an
exact copy of a logical volume, frozen at some point in time. This provides access to
the data existing on the volume at the snapshot start time.

The original copy of the data continues to be available to the users without
interruption, while the snapshot copy is used to perform other functions on the data
for Backup and Data Replication applications or user access point in time data. This
needs to be performed on the logical volume, when some batch processing, i.e.
Backup or Data Replication, but you don't want to halt a live system that is changing
the data.




                                   www.open-e.com                                       2
Description of Open-E Snapshot

              BASIC EXPLANATION OF SNAPSHOT FUNCTIONING

The Open-E snapshot implementation supports several concurrent snapshots.
Snapshots require more space on the volume then one without snapshots. Because
point-in-time data cannot be overwritten during an active snapshot, this will need the
extra space. Deleted data is claimed as free space in a “live” volume mount, but in
reality the deleted data is still available in the snapshot mount. The size of reserved
space for snapshot depends on the amount of changed data while the snapshot is
active. Daily scheduled snapshots will need less reserved space then weekly
scheduled snapshot.
To calculate the size of the reserved space for snapshot, estimate the amount of
expected data changes when the snapshot will be active. A good rule to use would
be 2 or 3 times the size. For example, if a volume size is 1000GB and we are
reserving space for daily snapshot and we expect about 10GB changes every day,
the reserved space for snapshot will be 20 to 30 GB. If we decide for 30GB, it will be
3% of the whole 1000GB volume.


                                    www.open-e.com                                        3
Description of Open-E Snapshot

                       OPEN-E SNAPSHOT TECHNOLOGY

• Snapshot is based on the Logical Volume Manager (LVM).

• Snapshot implements a “copy-on-write” on the entire block devices by copying
  changed blocks just before they are to be overwritten to the other storage, thus
  preserving a self-consistent past image of the block device. The file systems on
  this image can later be mounted as if it were on read-only media.

• The total number of snapshots is dependent on the LVM, but 255 is a safe
  number. There are, however, definite limitations as to the number of ACTIVE
  snapshots (32bit and 64bit system) running at the same time:
     10 per LV,
     20 per system.




                                  www.open-e.com                                     4
Description of Open-E Snapshot
                                                  FILE LEVEL DESCRIPTION
File system on the volume before snapshot is started. State at 7:59 A.M.
                            Live Data (100Gb), 7:59 A.M.




                                                                    Volume Group 120Gb

                                                                       file1
                                                           RD /WR      file2

                                                                       file3


For a simple description of the snapshot
                                                                                         Logical
function we consider files only and do not                                               Volume
talk about volume blocks. Also we do                                                     (100Gb)
describe read-only snapshots.


                                                                                         Space reserved for
                                                                                         changes on Logical
                                                                                         Volume for snapshot functioning
                                                                                         (10Gb)
                                                                      free space
                                                                      free space         Free space
                                                                      free space         (10Gb)

                                             Storage
                                                            www.open-e.com                                                 5
Description of Open-E Snapshot
                                                  FILE LEVEL DESCRIPTION
 8:00 A.M. - Snapshot starts.                                                               Snapshot (100Gb ), frozen in point-in-
                             Live Data (100Gb), 8:00 A.M.                                   time at snapshot start time 8:00 A.M.




                                                                  Volume Group 120Gb

                                                                     file1
                                                                     file2

                                                                     file3



                                                                                       Logical
After the snapshot starts, the files system                                            Volume
will read the data as usual, but writes will                                           (100Gb)
first copy the original data into the snapshot
reserved space (copy-on-write) and then
write new data.
                                                                                       Space reserved for
As a result of every write operation during                                            changes on Logical
the active snapshot the process will be                                                Volume for snapshot functioning
using reserved space of logical volume for                                             (10Gb)
                                                                    free space
written data.
                                                                    free space         Free space
                                                                    free space         (10Gb)

                                            Storage
                                                            www.open-e.com                                                    6
Description of Open-E Snapshot
                                                  FILE LEVEL DESCRIPTION
 8:12 A.M. - Snapshot active                                                                        Snapshot (100Gb ), frozen in point-in-
                            Live Data (100Gb), 8:12 A.M.                                            time at snapshot start time 8:00 A.M.




                                                                         Volume Group 120Gb
                                                                                          RD
                                                                            file1
                                                       Read-Only,           file2

                                                       Write-Protected      file3



                                                                                               Logical
                                                                                               Volume
                                                                                               (100Gb)
After the snapshot starts, the file system             RD /WR
writes a modification of file3 to the
reserved space, while snapshot mount
                                                                                               Space reserved for
show old file3 instance (state at 8:00                                      file3              changes on Logical
A.M.)                                                                                          Volume for snapshot functioning
                                                                                               (10Gb)
                                                                           free space
                                                                           free space          Free space
                                                                           free space          (10Gb)

                                             Storage
                                                                www.open-e.com                                                        7
Description of Open-E Snapshot
                                                  FILE LEVEL DESCRIPTION
 8:19 A.M. - Snapshot active                                                                 Snapshot (100Gb ), frozen in point-in-
                             Live Data (100Gb), 8:19 A.M.                                    time at snapshot start time 8:00 A.M.




                                                                  Volume Group 120Gb
                                                                                   RD
                                                                     file1
                                                                     file2

                                                                     file3



                                                      WR                                Logical
                                                                                        Volume
                                                                                        (100Gb)
While snapshot is active, the file system
forces the usage of reserved space for
the new file4.                                                                          Space reserved for
                                                                     file3              changes on Logical
                                                                     file4              Volume for snapshot functioning
                                                                                        (10Gb)
                                                                    free space
                                                                    free space          Free space
                                                                    free space          (10Gb)

                                            Storage
                                                            www.open-e.com                                                     8
Description of Open-E Snapshot
                            BLOCK LEVEL DESCRIPTION


For an easier explanation of how snapshot functions, we consider files only and do
not talk about volume blocks.
For example, a file uses 2 blocks and is being modified, if the first part which resides
on first block, then the write operation is related to the first block only.
The rest of the file (unchanged block) is being copied into the reserved space while
snapshot is active. The (COW) Logical volume will lose the bind with the old block and
get a new bind with just written blocks in the reserved space. The copy-on-write
operation is shown on next page.




                                    www.open-e.com                                         9
Description of Open-E Snapshot
                                                  BLOCK LEVEL DESCRIPTION
 8:12 A.M. - Snapshot active - modification of the file3.                                               Snapshot (100Gb ), frozen in point-in-
                             Live Data (100Gb), 8:12 A.M.                                               time at snapshot start time 8:00 A.M.




                                                                       Volume Group 120Gb
                                                                                             RD
                                                                          file1
                                                                          file2
                                                                                  block 0
                                                                                  block 1                               Logical Volume
                                                                                                                        loses connections
For example, the file system is going to                                  file3   block 2
                                                            Copy                                                        with old data from
modify the file3 which resides on 2 blocks                                        …..
                                                                                                                        block2 and instead
                                                            on Write              …..             Logical
(block1 and 2). The snapshot is active.                                                           Volume                binds new block 2',
For example, the file system is going to             WR
                                                                                                  (100Gb)               however the
modify the file3 which resides on 2 blocks                                                                              unchanged copy of
(block1 and 2). The modification must                                                                                   data from block 2
                                                                                                  Space reserved for    (before
happen on the small part of the second                                                            changes on Logical
                                                                                  block 2’
                                                                                                                        modifications) is still
block only. Now the block 2’ is copied into                               file3
                                                                                                  Volume for snapshot   available for
reserved space and then the file system                                                           functioning           snapshot mount.
posts the modification (green color). Now,                                                        (10Gb)
file3 is located partially on Logical Volume                             free space
                                                                                                  Free space
area on block 1 and on block 2 which                                     free space               (10Gb)
resides on the reserved space for                                        free space
changes.
                                               Storage
                                                              www.open-e.com                                                             10
Description of Open-E Snapshot
                                                 BLOCK LEVEL DESCRIPTION
 File system on the Volume after deactivation of Snapshot – state after 8:12 A.M.
                             Live Data (100Gb), 8:12 A.M.




                                                                    Volume Group 120Gb

                                                                       file1
                                                                       file2   block 0
                                                            RD/WR      file3   block 1
                                                                               block 2
After the snapshot is stopped, the file                                        …..              Logical
system binds to block 2 ' and the block 2                                      …..              Volume
is unbound and is declared as free space.                                                       (100Gb)
                                                   RD/WR
The Logical volume is fragmented now,
but the Logical Volume size stays
unchanged and is 100GB. The reserved
space is fragmented as well.                                           file3             Space reserved for
The file3 does not reside on it’s neighbors                                              changes on Logical
blocks, but is fragmented now.                                                           Volume for snapshot functioning
                                                                                         (10Gb)
                                                                      free space
                                                                                         Free space
                                                                      free space         (10Gb)
                                                                      free space

                                              Storage
                                                            www.open-e.com                                                 11
Description of Open-E Snapshot
                                              BLOCK LEVEL DESCRIPTION
User decides to remove (delete) the reserved space for snapshot functioning. State after 8:12 A.M.
                           Live Data (100Gb), 8:12 A.M.




                                                                Volume Group 120Gb

                                                                    file1
                                                                    file2
                                                                   file3

                                                                   free space
After the deletion of the reserved space                                                  Logical
for snapshot function, this space is                                                      Volume
declared back as free space. The free                                                     (100Gb)
space is 20Gb now.


                                                                   file3

                                                                   free space
                                                                   free space        Free space
                                                                  free space         (20Gb)
                                                                  free space
                                                                  free space

                                           Storage
                                                          www.open-e.com                             12
Description of Open-E Snapshot

                                   ADVANTAGES

• If there are no modifications made to the original data, no data copy will be
  created.

• Snapshot is used for Backups and Data Replication, snapshot provides an
  exclusive virtual access to the volume. This exclusive access for Backup or Data
  Replication can work any time, also during production hours.

• Starting or stopping a snapshot is very fast, this only takes a few seconds even for
  large amount of data.




                                   www.open-e.com                                        13
Description of Open-E Snapshot

                                       DISADVANTAGES
• Overflow of space reserved for snapshot causes the snapshot volume to become inaccessible
  and lost access to the point-in-time data.

• Writing speed decreases with growing number of active snapshots (because of copy-on-write).

• Copying data from snapshot mount back to the live mount, may cause overflow of space
  reserved for snapshot and as result unfinished copy.

• In the case of iSCSI or FC snapshots, reading only the data can cause a modification of last
  access time of a file. This will cause the whole block chunk to be moved to a space reserved for
  changes. The disadvantage will appear on file systems with an enabled last access time
  attribute, as a read operation will cause a change of last access time attribute. It does not take
  place for NAS volumes as Open-E systems will not store last access time.

• Obviously, an iSCSI or FC target can be formatted by any file system. Most of file systems
  support the following file attributes: creation, modify and last access time. If last access time is
  used, any read access will cause change of this attribute and as result will write to the volume.
  Snapshot works on the volume level and uses a block size of 32 MB. Single file read will result
  one block change, so a consumption of 32MB is reserved space for snapshot functionality.
                                          www.open-e.com                                                 14
Description of Open-E Snapshot

                                 SUMMARY

The Snapshot functions within Open-E software is used for:

    • Backups,

    • Data replications,

    • Access to accidentally deleted or modified files.




                                www.open-e.com               15
Thank you!




Follow Open-E:
                 www.open-e.com   16

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Description of Open-E Snapshot

  • 1. Description of Open-E Snapshots A Step-by-Step Guide to How To Operate Snapshot with Open-E® DSS™ Software Version: DSS ver. 6.00 up40 Presentation updated: September 2010
  • 2. Description of Open-E Snapshot SNAPSHOT DEFINITION Snapshots allow the administrator to create a new block device which presents an exact copy of a logical volume, frozen at some point in time. This provides access to the data existing on the volume at the snapshot start time. The original copy of the data continues to be available to the users without interruption, while the snapshot copy is used to perform other functions on the data for Backup and Data Replication applications or user access point in time data. This needs to be performed on the logical volume, when some batch processing, i.e. Backup or Data Replication, but you don't want to halt a live system that is changing the data. www.open-e.com 2
  • 3. Description of Open-E Snapshot BASIC EXPLANATION OF SNAPSHOT FUNCTIONING The Open-E snapshot implementation supports several concurrent snapshots. Snapshots require more space on the volume then one without snapshots. Because point-in-time data cannot be overwritten during an active snapshot, this will need the extra space. Deleted data is claimed as free space in a “live” volume mount, but in reality the deleted data is still available in the snapshot mount. The size of reserved space for snapshot depends on the amount of changed data while the snapshot is active. Daily scheduled snapshots will need less reserved space then weekly scheduled snapshot. To calculate the size of the reserved space for snapshot, estimate the amount of expected data changes when the snapshot will be active. A good rule to use would be 2 or 3 times the size. For example, if a volume size is 1000GB and we are reserving space for daily snapshot and we expect about 10GB changes every day, the reserved space for snapshot will be 20 to 30 GB. If we decide for 30GB, it will be 3% of the whole 1000GB volume. www.open-e.com 3
  • 4. Description of Open-E Snapshot OPEN-E SNAPSHOT TECHNOLOGY • Snapshot is based on the Logical Volume Manager (LVM). • Snapshot implements a “copy-on-write” on the entire block devices by copying changed blocks just before they are to be overwritten to the other storage, thus preserving a self-consistent past image of the block device. The file systems on this image can later be mounted as if it were on read-only media. • The total number of snapshots is dependent on the LVM, but 255 is a safe number. There are, however, definite limitations as to the number of ACTIVE snapshots (32bit and 64bit system) running at the same time:  10 per LV,  20 per system. www.open-e.com 4
  • 5. Description of Open-E Snapshot FILE LEVEL DESCRIPTION File system on the volume before snapshot is started. State at 7:59 A.M. Live Data (100Gb), 7:59 A.M. Volume Group 120Gb file1 RD /WR file2 file3 For a simple description of the snapshot Logical function we consider files only and do not Volume talk about volume blocks. Also we do (100Gb) describe read-only snapshots. Space reserved for changes on Logical Volume for snapshot functioning (10Gb) free space free space Free space free space (10Gb) Storage www.open-e.com 5
  • 6. Description of Open-E Snapshot FILE LEVEL DESCRIPTION 8:00 A.M. - Snapshot starts. Snapshot (100Gb ), frozen in point-in- Live Data (100Gb), 8:00 A.M. time at snapshot start time 8:00 A.M. Volume Group 120Gb file1 file2 file3 Logical After the snapshot starts, the files system Volume will read the data as usual, but writes will (100Gb) first copy the original data into the snapshot reserved space (copy-on-write) and then write new data. Space reserved for As a result of every write operation during changes on Logical the active snapshot the process will be Volume for snapshot functioning using reserved space of logical volume for (10Gb) free space written data. free space Free space free space (10Gb) Storage www.open-e.com 6
  • 7. Description of Open-E Snapshot FILE LEVEL DESCRIPTION 8:12 A.M. - Snapshot active Snapshot (100Gb ), frozen in point-in- Live Data (100Gb), 8:12 A.M. time at snapshot start time 8:00 A.M. Volume Group 120Gb RD file1 Read-Only, file2 Write-Protected file3 Logical Volume (100Gb) After the snapshot starts, the file system RD /WR writes a modification of file3 to the reserved space, while snapshot mount Space reserved for show old file3 instance (state at 8:00 file3 changes on Logical A.M.) Volume for snapshot functioning (10Gb) free space free space Free space free space (10Gb) Storage www.open-e.com 7
  • 8. Description of Open-E Snapshot FILE LEVEL DESCRIPTION 8:19 A.M. - Snapshot active Snapshot (100Gb ), frozen in point-in- Live Data (100Gb), 8:19 A.M. time at snapshot start time 8:00 A.M. Volume Group 120Gb RD file1 file2 file3 WR Logical Volume (100Gb) While snapshot is active, the file system forces the usage of reserved space for the new file4. Space reserved for file3 changes on Logical file4 Volume for snapshot functioning (10Gb) free space free space Free space free space (10Gb) Storage www.open-e.com 8
  • 9. Description of Open-E Snapshot BLOCK LEVEL DESCRIPTION For an easier explanation of how snapshot functions, we consider files only and do not talk about volume blocks. For example, a file uses 2 blocks and is being modified, if the first part which resides on first block, then the write operation is related to the first block only. The rest of the file (unchanged block) is being copied into the reserved space while snapshot is active. The (COW) Logical volume will lose the bind with the old block and get a new bind with just written blocks in the reserved space. The copy-on-write operation is shown on next page. www.open-e.com 9
  • 10. Description of Open-E Snapshot BLOCK LEVEL DESCRIPTION 8:12 A.M. - Snapshot active - modification of the file3. Snapshot (100Gb ), frozen in point-in- Live Data (100Gb), 8:12 A.M. time at snapshot start time 8:00 A.M. Volume Group 120Gb RD file1 file2 block 0 block 1 Logical Volume loses connections For example, the file system is going to file3 block 2 Copy with old data from modify the file3 which resides on 2 blocks ….. block2 and instead on Write ….. Logical (block1 and 2). The snapshot is active. Volume binds new block 2', For example, the file system is going to WR (100Gb) however the modify the file3 which resides on 2 blocks unchanged copy of (block1 and 2). The modification must data from block 2 Space reserved for (before happen on the small part of the second changes on Logical block 2’ modifications) is still block only. Now the block 2’ is copied into file3 Volume for snapshot available for reserved space and then the file system functioning snapshot mount. posts the modification (green color). Now, (10Gb) file3 is located partially on Logical Volume free space Free space area on block 1 and on block 2 which free space (10Gb) resides on the reserved space for free space changes. Storage www.open-e.com 10
  • 11. Description of Open-E Snapshot BLOCK LEVEL DESCRIPTION File system on the Volume after deactivation of Snapshot – state after 8:12 A.M. Live Data (100Gb), 8:12 A.M. Volume Group 120Gb file1 file2 block 0 RD/WR file3 block 1 block 2 After the snapshot is stopped, the file ….. Logical system binds to block 2 ' and the block 2 ….. Volume is unbound and is declared as free space. (100Gb) RD/WR The Logical volume is fragmented now, but the Logical Volume size stays unchanged and is 100GB. The reserved space is fragmented as well. file3 Space reserved for The file3 does not reside on it’s neighbors changes on Logical blocks, but is fragmented now. Volume for snapshot functioning (10Gb) free space Free space free space (10Gb) free space Storage www.open-e.com 11
  • 12. Description of Open-E Snapshot BLOCK LEVEL DESCRIPTION User decides to remove (delete) the reserved space for snapshot functioning. State after 8:12 A.M. Live Data (100Gb), 8:12 A.M. Volume Group 120Gb file1 file2 file3 free space After the deletion of the reserved space Logical for snapshot function, this space is Volume declared back as free space. The free (100Gb) space is 20Gb now. file3 free space free space Free space free space (20Gb) free space free space Storage www.open-e.com 12
  • 13. Description of Open-E Snapshot ADVANTAGES • If there are no modifications made to the original data, no data copy will be created. • Snapshot is used for Backups and Data Replication, snapshot provides an exclusive virtual access to the volume. This exclusive access for Backup or Data Replication can work any time, also during production hours. • Starting or stopping a snapshot is very fast, this only takes a few seconds even for large amount of data. www.open-e.com 13
  • 14. Description of Open-E Snapshot DISADVANTAGES • Overflow of space reserved for snapshot causes the snapshot volume to become inaccessible and lost access to the point-in-time data. • Writing speed decreases with growing number of active snapshots (because of copy-on-write). • Copying data from snapshot mount back to the live mount, may cause overflow of space reserved for snapshot and as result unfinished copy. • In the case of iSCSI or FC snapshots, reading only the data can cause a modification of last access time of a file. This will cause the whole block chunk to be moved to a space reserved for changes. The disadvantage will appear on file systems with an enabled last access time attribute, as a read operation will cause a change of last access time attribute. It does not take place for NAS volumes as Open-E systems will not store last access time. • Obviously, an iSCSI or FC target can be formatted by any file system. Most of file systems support the following file attributes: creation, modify and last access time. If last access time is used, any read access will cause change of this attribute and as result will write to the volume. Snapshot works on the volume level and uses a block size of 32 MB. Single file read will result one block change, so a consumption of 32MB is reserved space for snapshot functionality. www.open-e.com 14
  • 15. Description of Open-E Snapshot SUMMARY The Snapshot functions within Open-E software is used for: • Backups, • Data replications, • Access to accidentally deleted or modified files. www.open-e.com 15
  • 16. Thank you! Follow Open-E: www.open-e.com 16