Tivoli Storage Manager Express

1
Tivoli Storage Manager Express

• March, 2006

2
Storage Management ChallengesVolume of Data

• Print, film, magnetic, and optical storage media
  produced about 5 Exabytes of new information in
  2002
• 1 Exabytye 1,000,000,000,000,000,000 or 1018
  bytes
• 2 Exabytes Volume of information generated in
  1999
• 5 Exabytes All words ever spoken by human beings
• We estimate that the amount of new information
  stored on paper, film, magnetic, and optical
  media has about doubled in the last three years
• 92 of the new information was stored on magnetic
  media, mostly in hard disks
• Film represents 7 of the total, paper 0.01, and
  optical media 0.002
• Email generates about 400,000 Terabytes of new
  information each year worldwide

Source International Technology Group, Sep 2003
Source How Much Information? University of
California, Oct 2003
3
Storage Management ChallengesVariety of
Information
60 of CEOs Need to do a better job capturing
and understanding information rapidly in order to
make business decisions
Only 1/3 of CFOs believe that the information is
easy to use, tailored, cost-effective or
integrated
Customers
30-50 of design time is copy management
85 of information is unstructured
Employees
Transactions
Partners
Organizations
Products
Financials
30 of peoples time searching for relevant
information
42 of transactions are still paper-based
Web content
E-mails
Databases
Media
Reports
Documents
79 of companies have 2
repositories 25 have 15
40 of IT budgets may be spent on integration
The average billion-dollar company 48
disparate financial systems
2.7 ERP systems
Sources IBM Industry Studies, Customer
Interviews
4
Storage Management ChallengesVelocity of Change

• 70 of CIO budget is labor
• Operations labor will be 73 of CIO labor budgets
  by 2008
• Application development will decline at -10 CGR
  to 2008

5
Storage Management ChallengesVelocity of Change

• 80 of IT problems are reported by end users
• 85 of IT problems are caused by IT staff
  changing something
• Even with increased IT spend on operations labor,
  the velocity of change is overwhelming ITs
  ability to provide good customer service

80
Problems reported by end users
85
Problems caused by IT change
Source IBM study with 200 customers
6
TSM Express BackgroundOffering

• TSM Express is a backup solution for
• Small to Medium Businesses (SMB)
• Departments or branch offices in an enterprise
• Design Goals
• Fast and easy to install and configure
• From box to backup in less than 30 minutes
• Wizard guided installation and configuration
  based on customer input
• Simplified tape drives configuration
• Simplified client code deployment code is pushed
  from server to clients
• Easy to administer
• Easy to understand methodology
• Disk-based incremental backup model
• Rotation of offine storage using the
  Grandfather-Father-Son model
• Initial Offering GAing on March 17, 2006
• TSM Express Server for Windows
• TSM Express for SQL
• TSM Express for Exchange

7
SMB Storage Market

• The 2005 worldwide opportunity for SMB mid-market
  backup and recovery software is 384M, which is
  26 of the total backup and recovery (Gartner
  2004)
• Needs of departmental and workgroup users mirror
  those of SMB Mid-market customers
• Successful vendors will re-engineer for the
  special ease of use requirements of the market
• SMBs spend more than Large Enterprise on IT as a
  percentage of revenue, and that spend growing
• Customers rate mid-market vendors based on
• Product usability
• Ease and speed of implementation
• Designing products for the midmarket from the
  ground up

Source Gartner, 2005
8
Customer Value

• Easy installation, configuration, and operation
  ensures rapid time to value
• Simplicity of implementation and management
• No tape mounts required during client back up
• Minimized network bandwidth
• Targeted at the small to medium business (SMB)
• Low entry, competitive price

Some Users Want
Good Feature

Core Needs
9
Key TechnologyFast Backup
TSM Clients
TSM Express Server
Progressive Incremental, Disk-based Backup
Server data
File server
Backup data
Client data
Tape option for offsite storage
Disk storage
Workstation or Laptop
10
Key TechnologyRestore
Goal
Traditional
TSM Express
Either Son or Father or both
Restore the current version of files
Online Disk
Father
Father
Restore weekly data
Restore monthly data
Grandfather
Grandfather

• Restore from disk provides improved time to
  recovery.
• Active data always available from disk.
• Inactive data (weekly, monthly) available from
  media.

11
Key TechnologyHow Restore Works
Data on disk
TSM Express Server
TSM Client

• Restore from disk if possible
• Data on disk
• Disk online
• Read from media
• Media Copy (Backup Set)

Media Copy
12
TSM Express BackgroundFoundation

• TSM Express is based on existing TSM
  technologies
• Robust, field proven technology
• Capabilities tailored to SMB requirements
• Server enhancements provide
• Media rotation which leverages existing backup
  set support
• Administrative support for SMB
• Simplified tasks and management
• Prescriptive in configuration and use
• Integrated reporting and monitoring
• Client enhancements provide
• Simplified backup interface
• Improved restore interface
• Restore wizard to help user restore client files
• Advanced restore capabilities for those that are
  capable of selecting and restoring the files they
  need

13
TSM Express BackgroundFunctionality

• Backup support for
• Applications
• Microsoft Exchange
• Microsoft SQL server
• File servers, Workstation or Laptops
• Image based
• File based
• Calendar based Scheduler for client operations
  included
• Backup optimization using
• Progressive incremental
• File compression
• Include/exclude specification for which files to
  process
• Tape drives
• Improved and simplified configuration for LTO,
  DLT, 4mm, Sony AIT 8mm

14
TSM Express BackgroundFunctionality, Continued

• Optimized media handling
• No media handling needed during backup operations
• Backup to disk
• Uses TSMs long history and capability for disk
  support
• Media handling needed to support media rotation
  scheme
• Daily, weekly, monthly,
• Grandfather, father, son
• Media rotation provided using server Media Copies
  (backup sets)
• Express specific administrative interface
• Prescribe setup and usage
• Monitor and report
• Operations
• Health of system
• Guidance to resolve issues
• Performance optimized client
• Parallel stream (sessions) for backup
• Integrates with CDP
• CDP can send backups to TSMX

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Tivoli Storage Manger Express vs. TSM EE
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System Health Opening page
17
To Dos
18
Action on To Dos
19
Schedules
20
Current Activity
21
Restore
22
Remote Client
23
Restore Directory Tree
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Copy Backups to Media CD Tape - DVD
25
Media Copies
26
Reports
27
Daily Report
28
Usage Report
29
Administrative Interface Libraries, Drives, and
Tapes
30
Client Interface
31
Restore Wizard
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SMB Customer Challenges

• SMB customer challenges addressed
• The ability to grow or upgrade to TSM Enterprise
  backup product
• TSM Express will provide a seamless upgrade path
  to TSM full function (enterprise) server (1H2007)
• TSM Express specific enhancements will be
  available in enterprise product
• You can continue using same Express
  administrative interface
• You can continue using media rotation if desired
• Multiple clients if both TSM Express and
  Enterprise are being used in the environment
• TSM Solves this by the client auto-configuration
  capabilities
• TSM uses the following interface based on the
  server being used
• TSM Enterprise Edition
• TSM Express

33
SMB Customer Challenges, Continued

• SMB customer challenges addressed
• Damaged or lost TSM Express server database
• TSM Solves this by
• Recover server database by restoring from
  database backup
• -OR -
• Install new server instance and re-catalog server
  backup sets
• Centralizing offsite tapes in a single location
  when there are multiple TSM Express servers
• TSM Solves this by using Backup Sets, which can
  be taken to and defined to
• Other TSM Express servers
• Other TSM Enterprise servers

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What Gets InstalledTSMX Backup Server

• 2 GB TSM DB (maximum 20 GB, with space trigger at
  2 GB)
• 100 MB Log (maximum 2 GB)
• Device classes defined for storing client data,
  data base backups, and media copies (the
  equivalent of TSM Backup Sets)
• Disk storage pool of typefile defined for
  storing client data, space limited by free space
  on disk
• Default schedules defined for backing up client
  data
• Daily
• Weekly
• Monthly
• Schedule defined for DB backup to disk
• Server machine registered as a client/computer
  and added to default schedule for daily backups
• dsmserv.opt file created and initialized
• One service installed TSM Express Backup Server
• Automatic/Started
• Start gtgt Programs gtgt Tivoli Storage Manager menu
  items

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What Gets InstalledTSMX Backup Server, Continued

• TSM license
• TSM device driver
• TSM reporting engine
• ID for e-mailing reports (recipient specified
  during installation)
• TSM Administrative Interface
• One service for the TSM Express administrative
  interface
• Automatic/Started
• Start gtgt Programs gtgt Tivoli Storage Manager menu
  items
• Tape devices are not configured during
  Installation.

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What Gets InstalledTSMX Backup client

• Client code installed on server machine
• Nodenamemachine name
• Password generate
• dsm.opt file created and configured
• Add to default schedule for daily backups
• Three services installed
• Scheduler service - to automatically back up the
  machine
• Automatic/Started
• CAD service - to accept remote connections (CAD
  Client Acceptor Daemon)
• Automatic/Started
• Remote access service - for remote access,
  (started as needed by CAD)
• Manual/Not Started

37
Supported Platforms and Requirements

• Express server hardware and software
  requirements
• An x32 or x64 single or multiprocessor-based
  system
• 1 GB RAM minimum
• 30 GB minimum free space
• Additional drives for backup data - 250 GB each
  (prefer 2 for the backup data)
• TCP/IP network
• For media copies and Express server database
  backups to tape - supported tapes LTO, DLT, 4mm
  and Sony AIT 8mm
• Windows Server 2003 (32 bit or 64 bit) (Standard
  Edition, En terprise Edition, DataCenter
  Edition)
• Internet Explorer 6.0, or later, or Mozilla
  Firefox V1.5
• Express client hardware and software
  requirements
• An x32 or x64 single or multiprocessor-based
  system
• RAM - 128 MB, 2-3 GB for a large file server
• Disk space - 40 MB
• Windows XP (32 bit or 64 bit)
• Windows Server 2003 (32 bit or 64 bit) (Standard
  Edition, Enterprise Edition, DataCenter
  Edition)
• NOTE Since Windows 2000 is no longer in
  mainstream support by Microsoft, customers using
  the Tivoli Storage Manager Express client with
  Windows 2000 will receive best efforts defect
  support, if the defect can be replicated on
  Windows XP or Windows 2003.

38
Supported Platforms and Requirements

• Express Microsoft SQL application hardware and
  software requirements
• Machine An x32 single or multiprocessor-based
  system
• RAM - 128 MB
• Disk space - 25 MB
• Microsoft SQL Server - one of the following
• Microsoft SQL Server 2000 (32-bit) with SP 3, or
  later
• Microsoft SQL Server 2005 (32-bit)
• NOTE No Microsoft Cluster support
• Express Microsoft Exchange application hardware
  and software requirements
• Machine An x32 single or multiprocessor-based
  system
• RAM - 128 MB
• Disk space - 25 MB
• Microsoft Exchange Server 2003 (Standard Edition,
  Enterprise Edition, DataCenter Edition) with SP
  1, or later

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Packaging and Pricing

• Packaging
• Packaged as a standalone product
• 3 separate part numbers TSM Express Base
  (5608-TES), TSM Express for SQL (5608-TEQ) and
  TSM Express for Exchange (5608-TEQ)
• Current interest and intent to include TSM
  Express in a soft bundle offering with server and
  storage hardware
• Terms and conditions
• TSM Express will be offered as an IPLA product
  under PassportAdvantage
• License restrictions limit Express to maximum of
  4-way server
• Pricing
• 195 per processor based pricing for base TSM
  Express
• 400 per processor based pricing for TDP for TSM
  Express
• Entry price at or below competition
• Aggressive trade-up for TSM and TSM EE

40

Tivoli Storage Manager Training Roadmaps Online
http//www-306.ibm.com/software/tivoli/education/
41
Education
Training Roadmaps for Three Deliverables
Interactive Demonstrations included in the Quick
Start CD IBM Tivoli Storage Manager Express
v5.3 Quick Start Tutorial
1
Additional Training
Self-paced training
2
6hr Web Based Training (WBT) on Training Web
Site IBM Tivoli Storage Manager Express
v5.3 Concepts and Implementation
Or
Instructor Led training
1 day Instructor Led Training (ILT) IBM Tivoli
Storage Manager Express v5.3 Concepts and
Implementation
3
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Other Links

• ERL (Internal sales kits, demos, data sheets,
  code)
• http//pokgsa.ibm.com/projects/e/erl/
• External website
• TSM Express http//www.ibm.com/software/tivoli/p
  roducts/storage-mgr-express/
• TSM Express MS SQL http//www.ibm.com/software/t
  ivoli/products/storage-mgr-express-sql/
• TSM Express MS Exchange http//www.ibm.com/softw
  are/tivoli/products/storage-mgr-express-exchange/
• TSM Express FAQ page.
• http//www.ibm.com/software/sysmgmt/products/suppo
  rt/IBMTivoliStorageManagerExpressFAQ.html
• TSM Express Device Support
• http//www.ibm.com/software/sysmgmt/products/suppo
  rt/IBM_TSM_Express_Supported_Devices.html
• TSM Express Support Home Page
• http//www.ibm.com/software/sysmgmt/products/suppo
  rt/IBMTivoliStorageManagerExpress.html
• Business Partner links
• TSM Express launch page
• http//www.ibm.com/tivoli/partners/tsmx
• sales, marketing, education and technical
  resources

43
Competitive Products

• IBM Tivoli Storage Manager Express
• Symantec VERITAS
• VERITAS NetBackup Server ( aka Business Server)
• Symantec Backup Exec
• LiveState Recovery
• CA BrightStor ARCserve
• EMC
• Legato Networker Business Edition
• Dantz Retrospect
• CommVault Galaxy Express
• HPQ
• OpenView Storage Data Protector
• HP StorageWorks Data Protector Express
• Microsoft
• Data Protection Server

44
Competitive Advantages of TSMX

• Simplicity
• Out-of-the box easy deployment 1st backup in 30
  minutes or less
• Preconfigured best of practices policies and
  schedules
• Automatic tape configuration and automated tape
  library management
• Easy-to-follow administrative console provides
  to-do lists, wizards and detailed email reminders
• Push out of client install code and maintenance
• Disk to disk backup relieves administrator from
  having to worry about tapes during nightly backup
• Off-site tape copies created at a time convenient
  for administrator
• Included training cd and inexpensive additional
  education options
• Incorporates proven Tivoli Storage Manager
  capability
• Superior disk support includes virtualization of
  disk volumes
• Progressive backup reduces the amount of data
  being sent and stored, improving backup and
  restore times
• Upgradeable to TSM and TSM EE
• Seamless migration of data policies and schedules
  to TSM EE
• Administrator skills apply to TSM too
• Continuous Data Protection integration provides
  backup the second the file closes or is saved
• Essential Application support for MS Exchange
  and MS SQL Servers

45
Storage Software Positioning
46
Storage Software Positioning
47
The Best Solution to Fit Various Needs
ISSUE
Low Cost
Address Complexity of Environment
Disaster Recovery
Data Retention
ILM
RPO
RTO for Data
RTO for Apps
Concerned about the total cost of the software
solution
OK
TSMEE
CDP
TSM or TSMX
CDP
TSMEE
TSM or TSMX
TSM w/ tape no SAN
TSM or TSMX
Solution must address complex environment that
might contain various platforms and lots of data
Recovery Point Objective the point in time to
which data must be recovered in order to resume
processing transactions.
GOOD
TSM
TSMX
TSMEE
TSM or TSMEE
TSM or TSMX TDP w/ no SAN
TSMEE w/ disk only HSM
CDP
TSM w/ tape SAN
Want to be able to move data to less expensive
media as the datas value decreases
Robust and fast disaster recovery capability
needed
BETTER
Recovery Time Objective the fastest recovery of
data possible
TSMEE TDP
SSAM
TSMEE w/ tape disk HSM
TSMEE, TDP, CDP
TSMX or TSMEE w/ disk
TSMEE TDP w/ SAN
TSMX
TSM
Recovery Time Objective the fastest recovery of
database or application data possible
Need to retain data to meet company policies or
regulatory requirements
BEST
TSMEE,TDP, CBMR or SYSBACK
DR550
TSMEE, HSM TPC
TSMEE, CDP, TSM for HW SANVC
CDP
TSMEE TSM for HW
CDP
TSMEE
48
Question and Answer Session
49
What is in TSM Express

• Inherited from TSM Base
• Calendar Based Scheduling
• Health Monitor
• Wizards
• Progressive Incremental Backups
• TSM Express Originals
• New Admin User Interface
• Off-site Copies (Backup Set)
• Operational Reporting integrated into the product
• Enhanced Backupsets

• New From BP Requirements
• Support for Exchange SQL
• Multiple Client Nodes on one Backupset
• DB Backup/Restore
• Top Customer requirements
• Push Client technology
• Single Sign on
• Simplification of Policy Domain use
• Stronger assistance in Backup and Restore
• Stronger assistance in Tape Management