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Product Brief

     IBM Real-time Compression Optimizes Primary Storage
     Date: December 2008 Author: Lauren Whitehouse, Senior Analyst

     Abstract: Explosive storage growth is increasing capital and operational costs for primary and secondary storage.
     IBM Real-time Compression delivers a platform for improving the economics of transferring and storing primary and
     secondary data without sacrificing performance while complementing “downstream” capacity optimization
     technologies.

Overview
Current economic conditions and double-digit data growth are forcing IT organizations to examine ways to optimize
their storage environments. ESG research found that 28% of larger organizations—as measured by the number of
production servers—are experiencing storage capacity annual growth rates in the 31-50% range, and 24% stated over
50% growth 1 (see Figure 1). Capacity glut has created several problems, including an increase in storage system costs,
the need to improve backup and recovery processes, difficulty keeping up with data growth, and a shortage of physical
data center space. The bottom line is that rising storage volume requirements are forcing organizations to take more
aggressive steps to stem further growth.
      Figure 1. Annual Growth Rate of Data Storage, by Number of Production Servers

                          Approximate annual growth rate of total amount of data storage, by number of
                                         production servers (Percent of respondents)
          40%
                                       36% 37%
                                                  34%
          35%

          30%
                                                            26%
                  24%                                             24% 24%                                                          24%
          25%
                                               21%              21%                     21%
          20%          18% 18%

          15%
                                                                                              9%                                       9%
          10%                                                                         7%                    7% 7%                 7%
                                                                                 5%                                 5%      5%
           5%              3%                                                                          3%

           0%

                    1% to 10%           11% to 20%           21% to 30%           31% to 40%            41% to 50%        More than 50%
                     annually            annually             annually             annually              annually           annually
                                Less than 25 production servers (N=222)                    25 to 100 production servers (N=187)
                                More than 100 production servers N=96)                     Total (N=505)

                                                                                                      Source: Enterprise Strategy Group, 2008.
Several techniques are available to optimize storage capacity, including archiving persistent data—moving unchanging
data from more costly primary storage to another, less costly tier in the storage hierarchy—data deduplication, and
compression. Archiving preserves a record for long-term retention, pruning data in primary storage in the process;
however, performance may be compromised due to delayed access to the archive storage medium selected.

1
    Source: ESG Research Report, Medium-Sized Business Server and Storage Priorities, June 2008.


                                          © 2010 Enterprise Strategy Group, Inc. All Rights Reserved.
Product Brief: IBM Real-time Compression Optimizes Primary Storage                              2

Most of the hype around optimizing storage capacity has been focused on data deduplication for secondary disk storage.
Data deduplication identifies and eliminates redundant data. After the data is initially seeded on a secondary storage
device, subsequently written data is examined for redundancy. Replicate data is not written again; a pointer to the
duplicate data already stored is written instead. As the largest opportunity for redundancy elimination (copies of the
same data sets are made every day and, in some cases, at multiple points within a day for data recovery purposes) it
made sense for organizations to attack this problem set first. While deduplication performance is important to keep
backups within prescribed “backup windows,” it is still less of an issue versus the required performance for accessing
primary data. Deduplication is currently being applied to primary storage, but post-process since the inspection,
identification, and redundancy elimination phases of deduplication are processor-intensive, which could affect the
performance of active data sets.
Compression technology, a popular feature of secondary storage software and hardware, modifies data so that it
occupies a smaller amount of storage, but leaves information intact. All of the data is still there, but its footprint has
been reduced in size. A smaller footprint can reduce I/O traffic to/from the storage system, enabling better
performance and lower CPU utilization. Compression ratios are often limited, as the standard compression algorithms
compare incoming data with a smaller amount of historical data than deduplication. Lossless compression is important,
as losing even a single bit of data when decompressing can spell trouble.
When it comes to mission-critical or mission-supporting applications, organizations make copies of their data—via
replication and backup—for data protection and test and development. Therefore, a smaller footprint for primary
storage translates into smaller footprints for copies, creating a cascade effect of efficiency.
IBM Real-time Compression offers a real-time, random access capacity optimization solution that takes advantage of a
standards-based lossless LZ compression algorithm and applies it in a new way: to primary storage. It offers STN-6000
compression appliances for primary network-attached storage (NAS) systems. An STN-6000 appliance sits in the data
path between Windows and Linux clients and NAS system(s), compressing incoming data in real time before it is written
to disk. Prime use cases for the technology today include Oracle databases and virtual server environments where
capacity growth is an issue and compression can have an impact. With a 15:1 compression ratio, IBM Real-time
Compression enables 15 times more data to be stored. Therefore, 10 TB of physical network file capacity can translate
to 150 TB of compressed capacity.

Analysis
ESG research found that for respondents currently using data deduplication technology, approximately one-third (33%)
say they have experienced a less than 10x reduction in capacity requirements, 48% report a 10x-20x reduction, and 18%
report reductions ranging from 21x to more than 100x. 2 The IBM Real-time Compression STN-6000 appliance’s ability to
reduce data 10-20x is in line with current users’ deduplication experience.
Actually, deduplication and compression are complementary. When used together, capacity optimization is amplified.
IBM Real-time Compression compresses the data stored in real-time to achieve optimization, while data deduplication
works to eliminate multiple copies of the same data. For example, if the IBM Real-time Compression STN-6000 is used
with NetApp FAS with A-SIS deduplication in a primary environment, the combined solution offers real-time
compression with block-level data deduplication initiated post-process. Theoretically, if IBM Real-time Compression was
able to achieve even a 10:1 compression ratio and A-SIS achieved a 10:1 deduplication ratio, the combined capacity
optimization would be 100:1. The same would apply for IBM Real-time Compression primary storage optimization
combined with any secondary storage deduplication solution or single-instance archive solution—capacity savings for
“downstream” storage would be improved significantly.




2
    Source: ESG Research Report, Data Protection Market Trends, January 2008.
                                         © 2010 Enterprise Strategy Group, Inc. All Rights Reserved.
Product Brief: IBM Real-time Compression Optimizes Primary Storage                                      3

IBM Real-time Compression creates efficiency for new and existing investments. Several key areas of optimization
include:
           •    Reduction in storage and storage-related operational costs
                Capacity optimization can stretch existing capacity (primary, secondary, and archive) and slow down
                incremental capacity purchases. Fewer storage systems mean less management, creating savings in
                operational overhead.
           •    Data center environmental concerns, such as power, cooling, and space efficiency
                Less physical storage will result in lower floor space requirements, as well as the associated power and
                cooling to operate them, enhancing organizations’ Green IT initiatives.
           •    Improvements in data accessibility
                As previously mentioned, capacity optimization can improve the efficiency of the storage system—giving it
                less work to do. Greater CPU and disk utilization can improve response times and make the environment
                run more efficiently.
           •    Streamlining data protection—both operational and disaster recovery
                Compressed data on primary storage will take up a lot less space on secondary storage, especially if the
                secondary storage process includes deduplication. With or without deduplication, less data will be
                transferred and stored and more backup data can reside on disk. This will benefit organizations with backup
                window constraints and improve recovery objectives as it will be more likely that a recovery will occur from
                disk. Similarly, benefits are derived with disaster recovery protection. Site-to-site replication of data will be
                streamlined: 1) bandwidth between sites can be optimized, 2) transfer can be accelerated providing a better
                time to recovery, and 3) capacity costs at the disaster recovery site can be kept in check.
The IBM Real-time Compression solution tackles many of the perceived drawbacks of applying capacity optimization to
primary storage. Some of the criteria primary storage capacity optimization should be evaluated against include:
                Performance: Because compression has traditionally been a performance hog, compressing and
                decompressing active data accessed by an application may seem risky. IBM Real-time Compression has
                experience developing real-time processing and network optimization algorithms, which it applied to its
                inline compression appliance. The result? IBM Real-time Compression can maintain aggregate throughput
                of 100 MB/sec per compressed 1 Gb Ethernet interface (with its appliance offering several Ethernet ports).
                ESG Lab not only validated these performance results, but also showed that the IBM Real-time Compression
                appliance, configured with an Oracle database relying on NAS storage, actually increased the amount of
                transactions that the system could handle and improved response times between 20% and 90%, depending
                on the type of transaction.3 In addition, the STN-6000 improved CPU and disk utilization, adding to the
                overall efficiency of the environment.
                Availability: Dropping an appliance in the data path could create a point of failure for the application. If the
                appliance fails and access to data is cut off, downtime could be experienced. That’s why IBM Real-time
                Compression introduced several high availability features. IBM Real-time Compression offers a high
                availability configuration, which allows for failover to a second appliance should the first one fail.
                Replication from the primary to a secondary site is another fail-safe. Finally, it offers a software utility
                installed on any Windows or Linux server to de-compress data as an added insurance policy.
                Non-disruption of existing processes: One hurdle to overcome when introducing new technology into an
                environment is ensuring that it doesn’t break anything else and that it is as transparent as possible to
                implement. Deploying the IBM Real-time Compression solution is as easy as installing the appliance
                between the network of application servers and NAS filer. There are no special software, drivers, or agents
                to install or manage on either side of the appliance. No changes are required to the network or storage.
                Support for heterogeneous storage and applications: IT environments often consist of a mix of solutions.
                The ability to support heterogeneous storage from a variety of manufacturers, as well as different
                applications, will be key to exploiting capacity optimization technology. The ability to standardize on a single

3
    Source: ESG Lab Validation Report, StorWize: Reducing Storage Capacity and Costs without Compromise, December 2008.
                                         © 2010 Enterprise Strategy Group, Inc. All Rights Reserved.
Product Brief: IBM Real-time Compression Optimizes Primary Storage                                                                            4

                technology across multiple platforms and applications will create economies of scale for ROI, including
                savings in deployment, training, and management. Today, IBM Real-time Compression supports any
                application running on network-attached file systems from multiple vendors which use CIFS or NFS
                protocols.
                Proven: Not all organizations are in the position to play “guinea pig” for new technology, especially when a
                misstep could cause downtime or put mission-critical data at risk. That’s why many are often distrustful of
                solutions that have not been widely deployed. Luckily, the IBM Real-time Compression solution is based on
                the long-proven LZ lossless compression algorithm and, importantly, the company has hundreds of
                appliances in deployment and reference-able customers.

The Bottom Line
Budget-cutting pressure is forcing organizations of all sizes to deliver the same or improved services in a faster, better,
and, importantly, cheaper way. Capacity optimization—especially for primary storage—is a small investment
organizations can make now to reap savings that will pay off in many ways for years to come.
IBM Real-time Compression has a compelling story and ESG Lab has validated many of its claims. Its primary storage
capacity optimization appliance can significantly change the economics of running and managing an organization’s
primary, secondary, and archive storage systems. While the solution directly improves the efficiency of primary storage,
the cascade effect of efficiency on secondary and archive systems is apparent.
The IBM Real-time Compression appliance doesn’t currently support Fibre Channel or iSCSI block-based protocols,
limiting its addressable market. The positive news for IBM Real-time Compression is that the overwhelming growth area
for capacity is with file-based data. Therefore, as organizations look to lower-cost, easier-to-manage file storage as
budgets are tightened this year, they may also want to investigate capacity optimization solutions such as the one
offered via IBM Real-time Compression.




 All trademark names are property of their respective companies. Information contained in this publication has been obtained by sources The Enterprise Strategy
 Group (ESG) considers to be reliable but is not warranted by ESG. This publication may contain opinions of ESG, which are subject to change from time to time. This
 publication is copyrighted by The Enterprise Strategy Group, Inc. Any reproduction or redistribution of this publication, in whole or in part, whether in hard-copy
 format, electronically, or otherwise to persons not authorized to receive it, without the express consent of the Enterprise Strategy Group, Inc., is in violation of U.S.
 copyright law and will be subject to an action for civil damages and, if applicable, criminal prosecution. Should you have any questions, please contact ESG Client
 Relations at (508) 482-0188.



                                              © 2010 Enterprise Strategy Group, Inc. All Rights Reserved.

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RTC Analyst Paper: ESG - IBM Real-time Compression Optimizes Primary Storage (2008)

  • 1. Product Brief IBM Real-time Compression Optimizes Primary Storage Date: December 2008 Author: Lauren Whitehouse, Senior Analyst Abstract: Explosive storage growth is increasing capital and operational costs for primary and secondary storage. IBM Real-time Compression delivers a platform for improving the economics of transferring and storing primary and secondary data without sacrificing performance while complementing “downstream” capacity optimization technologies. Overview Current economic conditions and double-digit data growth are forcing IT organizations to examine ways to optimize their storage environments. ESG research found that 28% of larger organizations—as measured by the number of production servers—are experiencing storage capacity annual growth rates in the 31-50% range, and 24% stated over 50% growth 1 (see Figure 1). Capacity glut has created several problems, including an increase in storage system costs, the need to improve backup and recovery processes, difficulty keeping up with data growth, and a shortage of physical data center space. The bottom line is that rising storage volume requirements are forcing organizations to take more aggressive steps to stem further growth. Figure 1. Annual Growth Rate of Data Storage, by Number of Production Servers Approximate annual growth rate of total amount of data storage, by number of production servers (Percent of respondents) 40% 36% 37% 34% 35% 30% 26% 24% 24% 24% 24% 25% 21% 21% 21% 20% 18% 18% 15% 9% 9% 10% 7% 7% 7% 7% 5% 5% 5% 5% 3% 3% 0% 1% to 10% 11% to 20% 21% to 30% 31% to 40% 41% to 50% More than 50% annually annually annually annually annually annually Less than 25 production servers (N=222) 25 to 100 production servers (N=187) More than 100 production servers N=96) Total (N=505) Source: Enterprise Strategy Group, 2008. Several techniques are available to optimize storage capacity, including archiving persistent data—moving unchanging data from more costly primary storage to another, less costly tier in the storage hierarchy—data deduplication, and compression. Archiving preserves a record for long-term retention, pruning data in primary storage in the process; however, performance may be compromised due to delayed access to the archive storage medium selected. 1 Source: ESG Research Report, Medium-Sized Business Server and Storage Priorities, June 2008. © 2010 Enterprise Strategy Group, Inc. All Rights Reserved.
  • 2. Product Brief: IBM Real-time Compression Optimizes Primary Storage 2 Most of the hype around optimizing storage capacity has been focused on data deduplication for secondary disk storage. Data deduplication identifies and eliminates redundant data. After the data is initially seeded on a secondary storage device, subsequently written data is examined for redundancy. Replicate data is not written again; a pointer to the duplicate data already stored is written instead. As the largest opportunity for redundancy elimination (copies of the same data sets are made every day and, in some cases, at multiple points within a day for data recovery purposes) it made sense for organizations to attack this problem set first. While deduplication performance is important to keep backups within prescribed “backup windows,” it is still less of an issue versus the required performance for accessing primary data. Deduplication is currently being applied to primary storage, but post-process since the inspection, identification, and redundancy elimination phases of deduplication are processor-intensive, which could affect the performance of active data sets. Compression technology, a popular feature of secondary storage software and hardware, modifies data so that it occupies a smaller amount of storage, but leaves information intact. All of the data is still there, but its footprint has been reduced in size. A smaller footprint can reduce I/O traffic to/from the storage system, enabling better performance and lower CPU utilization. Compression ratios are often limited, as the standard compression algorithms compare incoming data with a smaller amount of historical data than deduplication. Lossless compression is important, as losing even a single bit of data when decompressing can spell trouble. When it comes to mission-critical or mission-supporting applications, organizations make copies of their data—via replication and backup—for data protection and test and development. Therefore, a smaller footprint for primary storage translates into smaller footprints for copies, creating a cascade effect of efficiency. IBM Real-time Compression offers a real-time, random access capacity optimization solution that takes advantage of a standards-based lossless LZ compression algorithm and applies it in a new way: to primary storage. It offers STN-6000 compression appliances for primary network-attached storage (NAS) systems. An STN-6000 appliance sits in the data path between Windows and Linux clients and NAS system(s), compressing incoming data in real time before it is written to disk. Prime use cases for the technology today include Oracle databases and virtual server environments where capacity growth is an issue and compression can have an impact. With a 15:1 compression ratio, IBM Real-time Compression enables 15 times more data to be stored. Therefore, 10 TB of physical network file capacity can translate to 150 TB of compressed capacity. Analysis ESG research found that for respondents currently using data deduplication technology, approximately one-third (33%) say they have experienced a less than 10x reduction in capacity requirements, 48% report a 10x-20x reduction, and 18% report reductions ranging from 21x to more than 100x. 2 The IBM Real-time Compression STN-6000 appliance’s ability to reduce data 10-20x is in line with current users’ deduplication experience. Actually, deduplication and compression are complementary. When used together, capacity optimization is amplified. IBM Real-time Compression compresses the data stored in real-time to achieve optimization, while data deduplication works to eliminate multiple copies of the same data. For example, if the IBM Real-time Compression STN-6000 is used with NetApp FAS with A-SIS deduplication in a primary environment, the combined solution offers real-time compression with block-level data deduplication initiated post-process. Theoretically, if IBM Real-time Compression was able to achieve even a 10:1 compression ratio and A-SIS achieved a 10:1 deduplication ratio, the combined capacity optimization would be 100:1. The same would apply for IBM Real-time Compression primary storage optimization combined with any secondary storage deduplication solution or single-instance archive solution—capacity savings for “downstream” storage would be improved significantly. 2 Source: ESG Research Report, Data Protection Market Trends, January 2008. © 2010 Enterprise Strategy Group, Inc. All Rights Reserved.
  • 3. Product Brief: IBM Real-time Compression Optimizes Primary Storage 3 IBM Real-time Compression creates efficiency for new and existing investments. Several key areas of optimization include: • Reduction in storage and storage-related operational costs Capacity optimization can stretch existing capacity (primary, secondary, and archive) and slow down incremental capacity purchases. Fewer storage systems mean less management, creating savings in operational overhead. • Data center environmental concerns, such as power, cooling, and space efficiency Less physical storage will result in lower floor space requirements, as well as the associated power and cooling to operate them, enhancing organizations’ Green IT initiatives. • Improvements in data accessibility As previously mentioned, capacity optimization can improve the efficiency of the storage system—giving it less work to do. Greater CPU and disk utilization can improve response times and make the environment run more efficiently. • Streamlining data protection—both operational and disaster recovery Compressed data on primary storage will take up a lot less space on secondary storage, especially if the secondary storage process includes deduplication. With or without deduplication, less data will be transferred and stored and more backup data can reside on disk. This will benefit organizations with backup window constraints and improve recovery objectives as it will be more likely that a recovery will occur from disk. Similarly, benefits are derived with disaster recovery protection. Site-to-site replication of data will be streamlined: 1) bandwidth between sites can be optimized, 2) transfer can be accelerated providing a better time to recovery, and 3) capacity costs at the disaster recovery site can be kept in check. The IBM Real-time Compression solution tackles many of the perceived drawbacks of applying capacity optimization to primary storage. Some of the criteria primary storage capacity optimization should be evaluated against include: Performance: Because compression has traditionally been a performance hog, compressing and decompressing active data accessed by an application may seem risky. IBM Real-time Compression has experience developing real-time processing and network optimization algorithms, which it applied to its inline compression appliance. The result? IBM Real-time Compression can maintain aggregate throughput of 100 MB/sec per compressed 1 Gb Ethernet interface (with its appliance offering several Ethernet ports). ESG Lab not only validated these performance results, but also showed that the IBM Real-time Compression appliance, configured with an Oracle database relying on NAS storage, actually increased the amount of transactions that the system could handle and improved response times between 20% and 90%, depending on the type of transaction.3 In addition, the STN-6000 improved CPU and disk utilization, adding to the overall efficiency of the environment. Availability: Dropping an appliance in the data path could create a point of failure for the application. If the appliance fails and access to data is cut off, downtime could be experienced. That’s why IBM Real-time Compression introduced several high availability features. IBM Real-time Compression offers a high availability configuration, which allows for failover to a second appliance should the first one fail. Replication from the primary to a secondary site is another fail-safe. Finally, it offers a software utility installed on any Windows or Linux server to de-compress data as an added insurance policy. Non-disruption of existing processes: One hurdle to overcome when introducing new technology into an environment is ensuring that it doesn’t break anything else and that it is as transparent as possible to implement. Deploying the IBM Real-time Compression solution is as easy as installing the appliance between the network of application servers and NAS filer. There are no special software, drivers, or agents to install or manage on either side of the appliance. No changes are required to the network or storage. Support for heterogeneous storage and applications: IT environments often consist of a mix of solutions. The ability to support heterogeneous storage from a variety of manufacturers, as well as different applications, will be key to exploiting capacity optimization technology. The ability to standardize on a single 3 Source: ESG Lab Validation Report, StorWize: Reducing Storage Capacity and Costs without Compromise, December 2008. © 2010 Enterprise Strategy Group, Inc. All Rights Reserved.
  • 4. Product Brief: IBM Real-time Compression Optimizes Primary Storage 4 technology across multiple platforms and applications will create economies of scale for ROI, including savings in deployment, training, and management. Today, IBM Real-time Compression supports any application running on network-attached file systems from multiple vendors which use CIFS or NFS protocols. Proven: Not all organizations are in the position to play “guinea pig” for new technology, especially when a misstep could cause downtime or put mission-critical data at risk. That’s why many are often distrustful of solutions that have not been widely deployed. Luckily, the IBM Real-time Compression solution is based on the long-proven LZ lossless compression algorithm and, importantly, the company has hundreds of appliances in deployment and reference-able customers. The Bottom Line Budget-cutting pressure is forcing organizations of all sizes to deliver the same or improved services in a faster, better, and, importantly, cheaper way. Capacity optimization—especially for primary storage—is a small investment organizations can make now to reap savings that will pay off in many ways for years to come. IBM Real-time Compression has a compelling story and ESG Lab has validated many of its claims. Its primary storage capacity optimization appliance can significantly change the economics of running and managing an organization’s primary, secondary, and archive storage systems. While the solution directly improves the efficiency of primary storage, the cascade effect of efficiency on secondary and archive systems is apparent. The IBM Real-time Compression appliance doesn’t currently support Fibre Channel or iSCSI block-based protocols, limiting its addressable market. The positive news for IBM Real-time Compression is that the overwhelming growth area for capacity is with file-based data. Therefore, as organizations look to lower-cost, easier-to-manage file storage as budgets are tightened this year, they may also want to investigate capacity optimization solutions such as the one offered via IBM Real-time Compression. All trademark names are property of their respective companies. Information contained in this publication has been obtained by sources The Enterprise Strategy Group (ESG) considers to be reliable but is not warranted by ESG. This publication may contain opinions of ESG, which are subject to change from time to time. This publication is copyrighted by The Enterprise Strategy Group, Inc. Any reproduction or redistribution of this publication, in whole or in part, whether in hard-copy format, electronically, or otherwise to persons not authorized to receive it, without the express consent of the Enterprise Strategy Group, Inc., is in violation of U.S. copyright law and will be subject to an action for civil damages and, if applicable, criminal prosecution. Should you have any questions, please contact ESG Client Relations at (508) 482-0188. © 2010 Enterprise Strategy Group, Inc. All Rights Reserved.