We often hear “Cyber Resilience” word thrown around these days. Every backup vendor has a cybersecurity play nowadays. Many have morphed into cyber resilience warrior vendors, and there is a great amount of validation in terms of Cyber Resilience in a data protection world. Don’t believe me?
Cyber Resilience, as well articulated in the video, is not old wine in a new bottle. The data protection landscape has changed significantly since the emergence of cyber threats and ransomware that it warrants the coining of the Cyber Resilience terminology.
But I want to talk about one very important cog in the data protection strategy, of which cyber resilience is part of. That is Immutability, because it is super important to always consider immutable backups as part of that strategy.
It is no longer 3-2-1 anymore, Toto.
When it comes to backup, I always start with 3-2-1 backup rule. 3 copies of the data; 2 different media; 1 offsite. This rule has been ingrained in me since the day I entered the industry over 3 decades ago. It is still the most important opening line for a data protection specialist or a solution architect. 3-2-1 is the table stakes.
Yet, over the years, the cybersecurity threat landscape has moved closer and closer to the data protection, backup and recovery realm. This is now a merged super-segment pangea called cyber resilience. With it, the conversation from the 3-2-1 backup rule in these last few years is now evolving into something like 3-2-1-1-0 backup rule, a modern take of the 3-2-1 backup rule. Let’s take a look at the 3-2-1-1-0 rule (simplified by me).
The 3-2-1-1-0 Backup rule (Credit: https://www.dataprise.com/services/disaster-recovery/baas/)
I was listening to several storage luminaries in the GestaltIT’s podcast “No one understands Storage anymore” a few of weeks ago. Around the minute of 11.09 in the podcast, Dr. J. Metz, SNIA® Chair, brought up this is powerful quote “Storage does not mean Capacity“. It struck me, not in a funny way. It is what it is, and it something I wanted to say to many who do not understand the storage solutions they are purchasing. It exemplifies what is wrong in the many organizations today in their understanding of investing in a storage infrastructure project.
This is my pet peeve. The first words uttered in most, if not all storage requirements in my line of work are, “I want this many Terabytes of storage“. There are no other details and context of what the other requirement factors are, such as availability, performance, future growth, etc. Or even the goals to achieve when purchasing a storage system and operating it. What is the improvement they are looking for?What are the problems to solve?
Where is the OKR?
It pains me to say this. For the folks who have in the IT industry for years, both end users and IT purveyors alike, most are absolutely clueless about OKR (Objectives and Key Results) for their storage infrastructure project. Many cannot frame the data challenges they are facing, and they have no idea where to go next. There is no alignment. There is no strategy. Even worse, there is no concept of how their storage infrastructure investments will improve their business and operations.
Just the other day, one company director from a renown IT integrator here in Malaysia came calling. He has been in the IT industry since 1989 (I checked his Linkedin profile), asking to for a 100TB storage quote. I asked a few questions about availability, performance, scalability; the usual questions a regular IT guy would ask. He has no idea, and instead of telling me he didn’t know, he gave me a runaround of this and that. Plenty of yada, yada nonsense.
In the end, I told him to buy a consumer grade storage appliance from Taiwan. I will just let him make a fool of himself in front of his customer since he didn’t want to take accountability of ensuring his customer get a proper enterprise storage solution in good faith. His customer is probably in the same mould as well.
Defensive Strategies as Data Foundations
A strong storage infrastructure foundation is vital for good Data Credibility. If you do the right things for your data, there is Data Value, and it will serve your business well. Both Data Credibility and Data Value create confidence. And Confidence equates Trust.
In order to create the defensive strategies let’s look at storage Availability, Protection, Accessibility, Management Security and Compliance. These are 6 of the 8 data points of the A.P.P.A.R.M.S.C. framework.
Offensive Strategies as Competitive Advantage
Once we have achieved stability of the storage infrastructure foundation, then we can turn over and drive towards storage Performance, Recovery, plus things like Scalability and Agility.
With a strong data infrastructure foundation, the organization can embark on the offensive, and begin their business transformation journey, knowing that their data is well run, protection, and performs.
Alignment with Data and Business Goals
Why are the defensive and offensive strategies requiring alignment to business goals?
The fact is simple. It is about improving the business and operations, and setting OKRs is key to measure the ROI (return of investment) of getting the storage systems and the solutions in place. It is about switching the cost-fearing (negative) mindset to a profit-conviction (positive) mindset.
For example, maybe the availability of the data to the business is poor. Maybe there is the need to have access to the data 24×7, because the business is going online. The simple measurable fact is we can move availability from 95% uptime to 99.99% uptime with an HA storage system.
Perhaps there are concerns about recoverability in the deluge of ransomware threats. Setting new RPO goals from 24 hours to 4 hours is a measurable objective to enhance data resiliency.
Or getting the storage systems to deliver higher performance from 350 IOPS to 5000 IOPS for the database.
What I am saying here is these data points are measurable, and they can serve as checkpoints for business and operational improvements. From a management perspective, these can be used as KPI (key performance index) to define continuous improvement of Data Confidence.
Furthermore, it is easy when a OKR dashboard is used to map the improvement markers when organizations use storage to move from point A to point B, where B equates to a new success milestone. The alignment sets the paths to the business targets.
Storage does not mean only Capacity
The sad part is what the OKRs and the measured goals alignments are glaringly missing in the minds of many organizations purchasing a storage infrastructure and data management solution. The people tasked to source a storage technology solution are not placing a set of goals and objectives. Capacity appears to be the only thing on their mind.
I am about to meet a procurement officer of a customer soon. She asked me this question “Why is your storage so expensive?” over email. I want to change her mindset, just like the many officers and C-levels who hold the purse strings.
Let’s frame the use storage infrastructure in the real world. Nobody buys a storage system just to keep data in there much like a puddle keeps stagnant water. Sooner or later the value of the data in the storage evaporates or the value becomes dull if the data is not used well in any ways, shape or form.
Storage systems and the interconnected pathways from on premises, to the next premises, to the edge and to the clouds serve the greater good for Data. Data is used, shared, shaped, improved, enhanced, protected, moved, and more to deliver Value to the Business.
Storage capacity is just one of the few factors to consider when investing in a storage infrastructure solution. In fact, capacity is probably the least important piece when considering a storage solution to achieve the company’s OKRs. If we think about it deeper, setting the foundation for Data in the defensive manner will help elevate value of the data to be promoted with the offensive strategies to gain the competitive advantage.
Storage infrastructure and storage solutions along with data management platforms may appear to be a cost to the annual budgets. If you know set the OKRs, define A to get to B, alignment the goals, storage infrastructure and the data management platforms and practices are investments that are worth their weight in gold. That is my guarantee.
On the flip side, ignoring and avoiding OKRs, and set the strategies without prudence will yield its comeuppance. Technical debts will prevail.
While TrueNAS® CORE and TrueNAS® Enterprise are more well known for its NAS (network attached storage) prowess, many organizations are also confidently placing their enterprise applications such as hypervisors and databases on TrueNAS® via SANs (storage area networks) as well. Both iSCSI and Fibre Channel™ (selected TrueNAS® Enterprise storage models) protocols are supported well.
To reliably protect these block-based applications via the SAN protocols, ZFS snapshot is the key technology that can be dependent upon to restore the enterprise applications quickly. However, there are still some confusions when it comes to the state of recovery from the ZFS snapshots. On that matter, this situations are not unique to the ZFS environments because as with many other storage technologies, the confusion often stem from the (mis)understanding of the consistency state of the data in the backups and in the snapshots.
Crash Consistency vs Application Consistency
To dispel this misunderstanding, we must first begin with the understanding of a generic filesystem agnostic snapshot. It is a point-in-time copy, just like a data copy on the tape or in the disks or in the cloud backup. It is a complete image of the data and the state of the data at the storage layer at the time the storage snapshot was taken. This means that the data and metadata in this snapshot copy/version has a consistent state at that point in time. This state is frozen for this particular snapshot version, and therefore it is often labeled as “crash consistent“.
In the event of a subsystem (application, compute, storage, rack, site, etc) failure or a power loss, data recovery can be initiated using the last known “crash consistent” state, i.e. restoring from the last good backup or snapshot copy. Depending on applications, operating systems, hypervisors, filesystems and the subsystems (journals, transaction logs, protocol resiliency primitives etc) that are aligned with them, some workloads will just continue from where it stopped. It may already have some recovery mechanisms or these workloads can accept data loss without data corruption and inconsistencies.
Some applications, especially databases, are more sensitive to data and state consistencies. That is because of how these applications are designed. Take for instance, the Oracle® database. When an Oracle® database instance is online, there is an SGA (system global area) which handles all the running mechanics of the database. SGA exists in the memory of the compute along with transaction logs, tablespaces, and open files that represent the Oracle® database instance. From time to time, often measured in seconds, the state of the Oracle® instance and the data it is processing have to be synched to non-volatile, persistent storage. This commit is important to ensure the integrity of the data at all times.
Streaming on Disney+ now is Marvel Studios’What If…? animated TV series. In the first episode, Peggy Carter, instead of Steve Rogers, took the super soldier serum and became the first Avenger. The TV series explores alternatives and possibilities of what we may have considered as precept and the order of things.
As storage practitioners, we are often faced with certain “dogmatic” arguments which were often a mix of measured actuality and marketing magic – aka FUD (fear, uncertainty, doubt). Time and again, we are thrown a curve ball, like “Oh, your competitor can do this. Can you?” Suddenly you are feeling pinned to a corner, and the pressure to defend your turf rises. You fumbled; You have no answer; Game over!
I experienced these hearty objections many times over. The best experience was one particular meeting I had during my early days with NetApp® in 2000. I was only 1-2 months with the company, still wet between the ears with the technology. I was pitching the SnapMirror® to Ericsson Malaysia when the Scandinavian manager said, “I think you are lying!“. I was lost without a response. I fumbled spectacularly although I couldn’t remember if we won or lost that opportunity.
Here are a few I often encountered. Let’s play the game of What If …?
Simple and affordable Disaster Recovery? Sounds oxymoronic, right?
I have thronged the small medium businesses (SMBs) space in the past few months. I have seen many SMBs resort to the cheapest form they can get their hands on. It could be a Synology here or a QNAP there, and that’s their backup plan. That’s their DR plan. When disaster strikes, they just shrug their shoulders and accept their fate. It could be a human error, accidental data deletion, virus infection, data corruption and recently, RANSOMware! But these SMBs do not have the IT resources to deal with the challenges these “disasters” bring.
Recently I attended a Business Continuity Institute forum organized by the Malaysian Chapter. Several vendors and practitioners spoke about the organization’s preparedness and readiness for DR. And I would like to stress the words “preparedness” and “readiness”. In the infrastructure world, we often put redundancy into the DR planning, and this means additional cost. SMBs cannot afford this redundancy. Furthermore, larger organizations have BC and DR coordinators who are dedicated for the purpose of BC and DR. SMBs probably has a person who double up an the IT administrator.
However, for IT folks, virtualization and cloud technologies are beginning to germinate a new generation of DR solutions. DR solutions which are able to address the simplicity of replication and backup, and at the same time affordable. Many are beginning to offer DR-as-a-Service and indeed, DR-as-a-Service has become a Gartner Magic Quadrant category. Here’s a look at the 2016 Gartner Magic Quadrant for DR-as-a-Service.
And during these few months, I have encountered 3 vendors in this space. They are sitting in the Visionaries quadrant. One came to town and started smashing laptops to jazz up their show (I am not going to name that vendor). Another kept sending me weird emails, sounding kind of sleazy like “Got time for a quick call?”
