Information Lifecycle Management Solution from IBMCost-effectively manage information and leverage its business value throughout its lifecycle

Vinod NairServer & Storage ServicesIBM Asia Pacific

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Disclaimers

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BusinessValue

Maturity ofInformation Use

Information On Demand

Innovative Uses of

Information Drives

New Business Value

Making Information a Strategic AssetExpanding Value Beyond Traditional Repositories

Information to Manage the

Business

Data to Run the Business

“Focus on DataAnd Reporting”

“Basic Information Interaction”

Information as a Competitive Differentiator

Information to Enable Innovation

“Information in Context”

“Adaptive BusinessPerformance”

Flexible Information Architecture

“Real-time SingleView of the Truth”

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Information management and storage challenges are impacting the ability to optimize information value

office documents discussions

Web content email

instant messagingCAD/CAM

paper digitalpaper digital

photosvideo

Fax

images

audio

� Surge in criticality, value and volume of data -- outpacing IT’s ability to collect, store and manage it by traditional means

� Excessive storage costs and missed service level objectives

� Compliance with regulatory requirements and audit procedures

� Ability to effectively access and gain insight from information once stored

� Storage now accounts for >15% of

total IT budgets

� Data growth is now estimated at

>25-50% annually

� Effective disk utilization is <50%,

with 20-40% wasted space

� There are over 20,000 regulations

worldwide

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Four Fundamental Truths About Data – A Basis for ILM

� All data, when created, does not have equal value

� Data changes in business value and in service level requirements over time

� IT resources should be allocated according to the value of data

� Data must be managed and leveraged effectively throughout its entire lifespan … data outlives media

Da

ta V

alu

e

0

20

40

60

80

100

7Ds

14Ds

21Ds

28Ds

3 Mo

6Mo

9Mo.

1Yr

5Yr

10Yr

MPEG

Prod. Files

Email

Code

DatabaseDifferent types of data do not age in

the same way!

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Our clients typically define specific objectives to support and improve their information management and storage environments

Reduce Cost and Simplify

– Controlling demand for storage

– Improving asset utilization

– Reducing hardware / software / storage personnel costs

– Reducing data migration effort

Improve Efficiency

– Maximizing and sustaining efficiency by improving the current people, processes, and technologies being utilized to deliver storage services to the business

– Defining and implementing the appropriate storage strategy to address current and future business requirements

– Enhancing systems/Email performance

– Making better use of existing information and assets

Manage Risk and

Streamline Compliance

– Reducing organizational risk

– Complying with governmental regulations

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To address these objectives, many clients are deploying Information

Lifecycle Management Solutions

ILM is comprised of the policies, processes,

practices, and tools used to align the business

value of information with the most cost

effective IT infrastructure from the time

information is conceived through its final

disposition. Information is aligned with

business processes through management of

service levels associated with applications,

metadata, information,

and data.

Storage Networking Industry Association - SNIA

Three things you need to know about ILM:

1. Comprised of policies,

processes, practices, and tools

2. Aligns business value of information with the most cost

effective IT infrastructure

3. Information and business processes are aligned through

the management of service

levels

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Based on IBM’s experience, clients that drive the best results from ILM initiatives focus on six best practices

� Enhance systems performance while enabling

organizations to better manage risk and streamline

regulatory compliance

Archiving and Information Retention

� Establish a governance model comprised of process,

organization, technology and service management

Storage Process, Organization, Technology, and Governance Model

� Leverage information assets to improve business

decisions – offering better data access to data integrated

across the organizationInformation Management

� Align variable cost hardware types with information

classes and classes of services

Tiered Storage Environment

� Combines physical capacity from multiple disk and tape

storage systems into a single logical storage pool which

can be centrally managedStorage Virtualization

� Establish groups of valid and invalid data

� Determines opportunities to reclaim and consolidate

storageData Rationalization

Information

ManagementObjectives

Reduce Cost

and Simplify

Improve

Efficiency

Manage Riskand

StreamlineCompliance

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Deploying these best practices and moving to an enhanced storageenvironment and ILM strategy is an incremental evolution

ILM Maturity

Ad Hoc

� Decentralized

storage

� Low storage

utilization

� Lack of enterprise

storage architecture

& standards

� Multiple backup &

restore approaches

� Satisfy customer

requirements

� Storage mgmt islands

� Customized solutions

� Expensive to sustain

� Procedure-intensive

� Centralized backup

& restore capability

Partial Integration

� Classes of service

� Multi-tier storage

architecture

� Proven ability to meet

recovery objectives

� Process-based

� Successfully executing

on Backup and Recovery

Objectives

Enterprise Integration

� Managed storage

services

� On-demand service

� Virtualized resources

� Automated info

mgmt

� Charge-back systems

enabled

Autonomic

Efficiency &

Effectiveness

Data Rationalization

Storage Virtualization

Storage Process, Organization, Technology, and Governance Model

Archiving and Information Retention

Tiered Storage Environment

Content Management

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The IBM offering portfolio offers a flexible approach to implementing ILM

based on customers’ tactical and long term business needs

• Integrates policies, processes, practices and

tools

• Aligns business value of

information with IT infrastructure

• Manages information from creation to final disposal

• Offers five flexible entry

points

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Customer Objective

– Reduce Cost and Simplify

Tactics

– Reclaim/consolidate storage space

– Identify initial storage management inefficiencies

– Combine heterogeneous physical storage capacity from multiple disk and tape devices into logical pools for centralized management

• Accelerate data migration

• Increase storage infrastructure utilization

• Enable changes to the physical storage with minimal or no application disruption

• Simplify management

Storage Optimization and Virtualization

Sample Offerings

� Storage Virtualization for Storage Management Planning & Design

� SAN Volume Controller (SVC)

� TotalStorage Productivity Center

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Storage Optimization and Virtualization

Analysis

Remaining Storage Capacity

Valid Data

Duplicate data

Stale / Orphan Data

Non Business Files

Redundant application data, log files,

dump files, temporary files

System Files

Reclaim more of this

Leave this alone

Delete this

Delete/share this

Clean this - often

Delete/Archive this - often

Invest in storing, accessing, managing

and protecting this

AnalysisAnalysis

Remaining Storage Capacity

Valid Data

Duplicate data

Stale / Orphan Data

Non Business Files

Redundant application data, log files,

dump files, temporary files

System Files

Reclaim more of this

Leave this alone

Delete this

Delete/share this

Clean this - often

Delete/Archive this - often

Invest in storing, accessing, managing

and protecting this

Reclaim more of this

Leave this alone

Delete this

Delete/share this

Clean this - often

Delete/Archive this - often

Invest in storing, accessing, managing

and protecting this

SAN SAN SANSAN SAN

Disk Rationalization to Achieve Disk/SAN Consolidation

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Storage Pool

SAN

HDSDS8000

VirtualDisk

VirtualDisk

VirtualDisk

VirtualDisk

SAN Volume Controller

DS4000

HPEMC

Combine the capacity from multiple arrays into a single pool of storage

Advanced Copy Services

Apply copy services across the storage pool

Manage the storage pool from a central point

Storage Optimization and Virtualization

Make changes to the storage without disrupting host applications

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Customer Objectives

– Reduce Costs and Simplify

– Improve Efficiency

Tactics– Create a robust storage

governance model which defines target service levels, policies, organization, processes and architectures

• Classify and manage information

– Leverage tiered storage environments

• Align variable cost hardware with information classes and service levels

Tiered Information Infrastructure

Sample Offerings

� IBM Systems Mgmt Consulting & Design Services for ILM

� Tivoli Storage Manager

� IBM disk & tape families

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�Production

information

�People

managed

�Regular

backups

KEEP� People

managed

� Regular backups

ARCHIVE� Automation

managed

DELETE

Tiered Information Infrastructure

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Customer Objectives

– Improve Efficiency

– Manage Risk and Streamline Compliance

Tactics– Reduce or eliminate paper

handling to improve efficiency of business tasks

– Improve ability to access and gain insight from information once stored

– Link knowledge of business information to policies to drive data movement within storage tiers

– Implement and enforce retention periods for compliance

Content and Data Management

Sample Offerings

� Content Management Assessments

� IBM Content Manager, IBM CommonStore, Filenet P8, DB2

� IBM disk & tape families

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Customer Objectives

– Reduce Costs and Simplify

– Reduce Risk and Streamline Compliance

Tactics

– Implement and enforce retention policies

– Leverage lower cost tiered storage environments

• Dynamically place and move information according to its changing value and service level

– Address compliance requirements by protecting information held in non-erasable, non-rewritable storage

– Improve infrastructure performance by reducing production pool size

Sample Offerings

� Archival and Retention Assessment Planning, Design, and Implementation

� IBM Content Manager, CommonStore, Filenet P8 email Manager

� IBM System Storage DR550, N series

� Grid Medical Archiving

Archiving and Retention

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Customer Objective

– Improve Efficiency

Tactics

– Improve efficiency by implementing out-of-the box automated storage processes for change, configuration and Incident management.

– Improve effectiveness by managing storage as an IT service with customizable ITIL aligned storage processes.

– Leverage existing investment in existing storage management tools

– Support of compliance and governance by providing storage processes related audit reports

Sample Offerings� IBM Tivoli Storage Process Manager� IBM Tivoli Change and Configuration

Management DB� IBM Systems Mgmt Consulting and Design

Services for ILM

Process Enhancement and Automation

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58 decommissionedsubsystems

EMC DMX/Symmetrix/CLARiiONTotal: 368,000 GB

26 decommissionedsubsystemsIBM ESS F20/800Total: 263,000 GB

11 net new subsystemsIBM DS8100/8300Total: 630,684 GB

+

Storage Optimization and Virtualization

� Challenge:

– Eighty four (EMC and IBM) storage servers reaching end of lease, need to replace existing storage, minimize outages and disruption, and provide a storage architecture to grow with the business

� Solutions:

– IBM Global Services developed a solution design that leveraged the data migration capabilities of SAN Volume Controller to eliminate server down time

– Implemented IBM SAN Volume controller, DS8100/DS8300, and TotalStorage Productivity Center to provide ongoing analysis of storage infrastructure

� Benefits:

– Projected net cost savings: $22.6M over 3 years

– Actual net cost savings: $19.2M over only 11 months

Case Study: MNC automobile manufacturer

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Content and Data Management

� Challenge:

– Needed to increase productivity and improve customer service to remain competitive

� Solutions:

– Implemented IBM Content Manager to digitize approximately 1500 documents per day and index by customer to ensure quick and easy retrieval

– Implemented TSM, storage servers, and tape library to offload approximately 600 Gb of data per day, and manage 1TB of online and 2TB of offline storage

� Benefits:

– Improved customer response time by more than 70%

– 5% growth in business through increased market share

– Improved ability to implement new tools and services

Case Study: South American bank specializing in loans for real estate and education

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Case Study: Financial services post-trade infrastructure organization

Archiving and Retention

� Challenge:

– Meet government regulations for archiving email

– Need for centralized, secure, high-capacity and long-term information storage

� Solutions:

– Two IBM DR450s (predecessor to DR550)

– IBM CommonStore and Content Manager

� Benefits:

– Compliance solution for government regulations

– Cost-efficiently maintains the data integrity crucial for the financial services industry

– Significantly reduces the work required to retrieve and review email correspondence

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Estimated Cost Benefits at Recent Engagements:

� Up to 31% reduction in storage investment

costs (HW, SW, transition costs)

� Up to 30% reduction in storage operating

costs (support, HW/SW annual

maintenance, facilities, and incremental

operating cost associated with outages)

� Return on Investment (ROI) ranging from

37% to 69%

� Anticipated payback or break-even on the

investment ranging from 5 to 8 quarters

The estimated cost benefits at our clients have varied based on differences in their cost structure, growth rate and estimated performance improvements

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The ILM Solution is built on an award winning technical platformsupported by industry leading Services

System Storage� DR550

� DS & Tape Family

� N series

� SAN Volume Controller (SVC)

IT Service Management� TotalStorage Productivity

Center

� Tivoli Storage Manager

� Tivoli Provisioning Manager

� Tivoli Intelligent Orchestrator

� Tivoli Storage Process Manager

Content Management� IBM Content Manager

� IBM Records Manager

� IBM CommonStore

� Filenet P8

� FileNet Image Manager

� P8 Content Manager suites

� WebSphere Information Integrator

Content Edition

� Omnifind Enterprise Edition

� Omnifind Discovery Edition

� IBM Workplace Forms

� IBM Systems Mgmt Consulting & Design Services for ILM

� Storage Strategy & Planning Services

� Grid Medical Archiving

� IBM Systems Mgmt Consulting & Design Services for ILM

� IBM Planning, Design and Implementation Services for TotalStorage

� Remote or Onsite Support Services

� Managed Storage Services

� Outsourced Storage

Management Services

OperateConsult Build

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Why IBM?

� IBM’s market-leading ILM Storage services – #1 storage services provider AND ranked by Gartner as a leader in “ability to execute for storage services and completeness of vision”. (Gartner Storage Services Magic Quadrant 2Q ’06)

� Patent pending, proven, and repeatable techniques for facilitating data classification, service level definition, policies and hardware tiers.

� IBM DR 550 recognized as a leader in the area of retention management for compliance and governance – named as “Best in Show” for the 2nd year in a row at the 2006 AIIM Expo Conference and Exposition in Philadelphia

� SAN Volume Controller has more than 2,000 clients, over 110 references, and is entering its fourth year of market acceptance

� SVC manages 53% of network-based storage virtualization appliance capacity (Source: IDC/IBM)

� IBM Global Services developed a solution design for a leading US Automobile manufacturer that leveraged the data migration capabilities of SAN Volume Controller to eliminate server down time. Implementing SVC, DS8100/8300 and Total Storage Productivity Center, the manufacturer realized a net cost saving of $19.2M after only 11 months.

IBM is the strongest infrastructure player in the ECM market

IBM has a significant leadership position in Enterprise Content Management.

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