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

 Arun Taneja, Founder and Consulting
 Analyst, Taneja Group
  Agenda
 Today’s 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
  Today’s Storage Management
  Challenges
 Data Tsunami

 Compliance and Regulatory Requirements

 Internal Service Level Management

 Fiscal Accountability

 Choosing the right management frameworks
  •   Which solutions are real?
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.
                 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 Partners                State Street Global Advisors and ABP, one of the world's largest
AIP is an asset management organization             pension funds, created a jointly-owned subsidiary, State Street
offering investment management based on            Global Alliance, LLC, focused on partnering with innovative asset
      nonlinear quantitative techniques                                    management firms


                                       Asian Direct Capital Management
         ADCM 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.
 Supported Applications
Pre-Trade       Trade        Post Trade

             Global Access

            Large Block Trades

             $5,000,000,000
    Road to the Vision
                                               2003 Q3 - Q4
Increasing:                                    Storage Services
•Consolidation
•Standardization                    2003 Q1 - Q2
•Service Levels                     Tiered Storage and Formal
                                    Storage Team
•Automation
                        2002
                        Data
                        Classification
             2001
             Implementations
 2000
 RTO / RPO
  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
Current Vision
 The SSFC storage team acts as a Fluid Service
  Provider
       SSgA Storage Infrastructure
       Overview
     Over 100 TB of primary capacity allocated to
      applications
     1000 ports in 11 Fabrics

     Storage Platforms:          Storage Networking:
•   DMX: 800, 1000, 2000          •   Mostly McData

•   CLARiiON 800                  •   Some Cisco and Brocade

•   NetApp                        •   Hub-spoke architecture

•   HP EVA
IT Environment (Partial)
                                                                                                   SSgA DWDM SRDF Network

                                                                                                                 EMC Concurrent
                                                                                                                 SRDF Replication                                                                                                                     Netcool Monitoring
                     One International Place                                                                                                                                         Westboro                                                          161.194.35.81
                   SSgA Production Data Center                                                                                                                           SSgA Disaster Recovery Data Center                                           155.108.112..130
                                                  DS-32M Verizon                                                                                                       DS-32M Verizon
                                                  Ser: MC5S405812                                                                                                      Ser: MC5S405859
                                                  FAB30I2                                                                                                              FAB30W1
          Symmetrix 8730 (1300)                   Firmware: 05.01.02 1                                                                                                 Firmware: 05.01.02 1                           Symmetrix 8730 (816)
                                                                                                                 70 / WCXS / 357280
                                                  IP: 147.141.16.3                                                                                                     IP: 161.194.95.4
                             EMC 2                                                                                Band 1 Channel 1                                                                                                        EMC 2


                                                                                                                                                                       Cab: B15
                                                                                                                                                                                                                                          SYMMETRIX




                                                  Cab: U19
                             SYMMETRIX


                             8730                                                                                                                                                                                                         8730



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                                                                                      1 IP                                                                Westboro      1= IP
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                                                  DS-32M Verizon                                                                                                 IP: 161.194.95.3
  EMC State Street Support                        Ser: MC5S405845                                                                                                Cab: B11
                                                                                        Verizon MUX                       AT&T MUX                               DS-32M ATT
 Mark Susser 4-2133                               FAB30S0
                                                                                        Lincoln Street                   Lincoln Street                          Ser: MC5S405973
                                                  Firmware: 05.01.02 1
            SSgA                                  IP: 147.141.70.56                                                                                              FAB31S0
 Stu Sherman 4-2225                               Cab: AK29                                                                                                      Firmware:04.01.03 3
 Andy McFarland 4-2221                                                                                                                                           IP: 147.141.70.57
                                                                                                      0




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      Project Manager                                                                                                                                            Cab: AK46
 Steve Head
 5-7479      4-2457
                                                                                              12
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                                                                                                                                                                                        and send an E-Mail to
                                                                                                                                                                                      PS_STAFF@SSGA.COM
 Verizon Helpdesk #
 1-800-497-6401
                                                                                          SSFC - One Lincoln Street                                                                                               TITLE: SSgA DWDM SRDF Network
                                                                                         SSgA Production Data Center                                                                                              COMPANY: SSgA         CREATOR: Tom Dever
                                                                                                                                                                                                                 DATE: 5/16/03      TIME: xx:xx        PG: 1 of 1
                                                                                                                                                                                                                  FILENAME: SSgA DWDM SA rev4 FiberCH 2.vsd
Pillars of Storage
Management
 Emancipating principle: it’s 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
Processes
1. SSFC storage services provide case by case
   business analysis for each application including data
   classification.
2. The analysis and classification allows for the
   appropriate solution (resources / service level).
3. The storage team creates a service level agreement
   for each respective application.
4. 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.
 Data classification parameters
 drive tiers

  Parameters                   Tiers
 Capacity growth             # of data copies
 Availability/reliability    Media type
 Required mgmt effort        Connectivity
 Level of change

 Performance
SSgA Storage   75%: R&D
Organization   25%: Ongoing Ops
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)
           Business requirements forecast (AppIQ)
                 Application team interface
             Service level management (AppIQ)
               Project and event management
               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

                                        Metrics for deliverables and Processes, Client Service, Tiered Storage by
           4          Service
                                        Data Set

                                        Continuous improvement with Feedback, Competitive Advantage,
           5          Fluidity
                                        Storage Web
       Storage Activities
                                                   SLA

                                            Reclamation
                    BUSINESS AS
                                     Monitoring/ Break Fix
                        USUAL
                                        Implementations

                                                                       SSgA
                                                                      SSGM
                                                                       SSSF

                                  HEAT/SWAT/SupportMate
                                                Security
                                                 Onaro
                     STABILITY                 AIX/TSM
                                                   ECC

                                                               ECC DR Upgrade
                                                               Software Agents

                                  Symmetrix Microcode
STORAGE STRATEGY
                                     SAN Monitoring


                      ACTIVE/
                      ACTIVE

                                              i-SCSI
                                                NAS
                                       SAN Gateway
                                    Hetergenious SAN
                    ANY TO ANY




                                       Documentum Pilot
                     RECORDS
                                     Digital Finger Printing
                   MANAGEMENT
                                    Compliance/Regulatory
       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
  No One Size Fits All
  Management Solution
Solution            Purpose              Primary Users

AppIQ        Service level view        Operations/

             Customer facing views     Business Analyst

             Assembly line

Control      Provisioning/allocation   Engineering

             Deep dive Tier 3
Center
            troubleshooting

Onaro        Change management         Engineering

             Reconciliation system
SANScreen
                    Legacy Rendering
                               autodev
teamsite-dev2
                                                                                           SSFC - Westboro DMX800
                              solaris 2.8
  Solaris 2.8                                                                                     a/o 2/26/04
                                                autouat1             autouat2
                                               solaris 2.8          solaris 2.8
 aiv-dev1         aiv-dev2
Solaris 2.8      Solaris 2.8


mohegan -        foxwoods -          trump - lz           harrahs - lz
  lz uat            lz uat              uat                   uat          Not clustered
Solaris 2.8      Solaris 2.8         Solaris 2.8          Solaris 2.8


    thunder - Solaris                                                                                                                              shark - Solaris
                                                        schilling           martinez
                                                       solaris 10           solaris 10
  fcgaecc - W2K control
         center                                                                                                                                   fcgaeccdr - W2K

                                                          DMX800 (0184)                                             DMX800 (0283)
fcgalzdeal-                                                                                                                                       emcwatchdr - W2k
    uat                                                                           fcgadba-dev
   W2K                                                                               - w2k

fcgalzapp-                                                                         fcgaimads-                                        oraperf         oradev             orauat
   uat                                                                              uat - w2k                                       Solaris 2.8     Solaris 2.8       Solaris 2.8
   W2K

                                                                                   fcgafs1-uat
 aiv-uat1         aiv-uat2
                                                                                      - w2k
Solaris 2.8      Solaris 2.8

                    svdf0002
                 act/oats/tag uat                                                                                                                       svaw0085
 svaf0002          Solaris 2.8
Solaris 2.8                                                                                                                                            fidessa uat
                                                                                                                                                       Solaris 2.8
           svaf1000
             proxy
          Solaris 2.8

           svaf1001
             proxy
          Solaris 2.8
                                                                                                                                                        svdw1127
 svdf1002         svdf1003                                                                                                                             act/oats/tag
Solaris 2.8      Solaris 2.8                                                                                                                           Solaris 2.8

 svdf1000         svdf1001                                                                                                                             svdw1126
Solaris 2.8      Solaris 2.8                                                                                                                           market data
                                                                                                                                                       Solaris 2.8

incf2001a         incf2001b                                                                                                                             infw2006
   W2K               W2K                                                                                                                                file& print
                                                                                                                                                           W2K
                                            dssfcs006 -
 vcluster1        vcluster2                    w2k                                                                                                       vcluster3
gcm - w2k        gcm - w2k                                                                                                                              gcm - w2k
        AppIQ Rendering
Topology
visualization

EMC Symmetrix
port impact
analysis

McDATA swtich
port impact
analysis

EMC Symmetrix
capacity view

McDATA switch
capacity view
  Approach to Management Tools
 Poor craftsmanship will not be fixed by tools
 Tools must enable you to generate a return on
  capital investment
 Don’t 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:
  Doesn’t address real symptoms
  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
  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
  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.
Thank you!

Arun Taneja

arunt@tanejagroup.com

				
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