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

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State Street Global Advisors End-User Storage
Management Case Study

• Arun Taneja, Founder and Consulting Analyst,
  Taneja Group

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Agenda

• Todays 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

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Todays Storage Management Challenges

• Data Tsunami
• Compliance and Regulatory Requirements
• Internal Service Level Management
• Fiscal Accountability
• Choosing the right management frameworks
• Which solutions are real?

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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.
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Global Alliance Companies
SSgA'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.
Advanced Investment PartnersAIP is an asset
management organization offering investment
management based on nonlinear quantitative
techniques
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
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.
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Supported Applications
Pre-Trade
Trade
Post Trade
Global Access
Large Block Trades
5,000,000,000
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Road to the Vision

• Increasing
• Consolidation
• Standardization
• Service Levels
• Automation

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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

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Current Vision

• The SSFC storage team acts as a Fluid Service
  Provider

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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

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IT Environment (Partial)
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Pillars of Storage Management

• Emancipating principle its 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

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Processes

• SSFC storage services provide case by case
  business analysis for each application including
  data classification.
• The analysis and classification allows for the
  appropriate solution (resources / service level).
  
• The storage team creates a service level
  agreement for each respective application.
• 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.

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Data classification parameters drive tiers
Parameters
Tiers

• Capacity growth
• Availability/reliability
• Required mgmt effort
• Level of change
• Performance

• of data copies
• Media type
• Connectivity

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SSgA Storage Organization
75 RD 25 Ongoing Ops
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Ongoing Operations

• By Functional Expertise
• Storage Engineering
• Fabric Allocation
• Technology deployment methodology
• Storage provisioning
• Technology Interoperability
• Backup Engineering
• Level two support (i.e. in-depth trouble
  shooting)
• Storage Operations
• Storage side monitoring
• Level one support (i.e. capacity and performance
  issues)
• Zoning and LUN Masking
• Day to day maintenance tasks
• Reporting (AppIQ)
• Business Analysis
• Customer interface (AppIQ)

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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 Service Metrics for deliverables and Processes, Client Service, Tiered Storage by Data Set
5 Fluidity Continuous improvement with Feedback, Competitive Advantage, Storage Web
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Storage Activities
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Utilized Products
ECC AppIQ StorageAuthority Suite Veritas
Volume Manager EMC Timefinder Veritas
Volume Replicator Equalogix EMC SRDF Veritas
Cluster Server McData 4500 EMC
Optimizer FAS960 EMC DB Tuner Net Apps Virtual
File Manager DMX2000 Synchronous Snap
Mirror DMX1000 Tivoli Storage Manager DMX800
Gresham EDT CX600 McData 3232 Navisphere
Manager Symmetrix 8730 Centera Documentum L700E
StorageTek HP EVA McData 6140 Onaro SanScreen
STK ACSLS
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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
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Legacy Rendering
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AppIQ Rendering
Topology visualization
EMC Symmetrixport impact analysis
McDATA swtich port impact analysis
EMC Symmetrix capacity view
McDATA switch capacity view
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Approach to Management Tools

• Poor craftsmanship will not be fixed by tools
• Tools must enable you to generate a return on
  capital investment
• Dont 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
  Doesnt address real symptoms

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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

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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

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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.

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Thank you!

• Arun Taneja
• arunt_at_tanejagroup.com