http://ibmsystemsmag.webex.com
B Click on Event Center
DATE & TIME
Wednesday, March 9, 2011 11 a.m. EST
WHO SHOULD ATTEND
VP/Director for IT, development managers, project managers,
architects, analysts and systems programmers, developers,
deployment engineers
AGENDA
Please attend a complimentary one-hour webcast to learn how the new and enhanced development tools from
IBM Rational can help simplify development and delivery of multiplatform applications that span z/OS, Linux
on System z, AIX on POWER, Linux on POWER(R), and Linux on System x under a single management
domain. The Rational software development platform offers developers an integrated set of tools, best
practices and workbenches to overcome cross-platform development challenges, including capabilities to
revitalize applications, empower developers, unify teams and exploit the new zEnterprise infrastructure.
These elements all contribute to help simplify and accelerate the creation, maintenance and enhancement of
enterprise applications which run on multiple platforms across the enterprise. These are some of the topics
well cover during this webcast:
B How Rational solutions work with zEnterprise systems to enable mainframe development on a Linux-
based PC or on System z
B A platform which allows the entire development team to stay informed of development, build, and test
status as updates are made across the development project
B Tools to enable developers to discover and analyze existing application assets in order to lower the cost
of reusing or lower the risk of enhancing, or use as components or services for new applications
SPECIAL OFFER
Register to receive an IBM System z Can do-it eKit and Enterprise Modernization Sandbox for System z.
FEATURING
B Peter S. Wassel, Featured Speaker
Program Director, System z and
Cross-Platform Segments, IBM
Rational Software
B Doug Rock, Moderator
Publisher, IBM Systems Magazine
LEARN MORE about Modern Application Development
and Deployment at IBMs System z Technology Summit,
coming soon to a city near you!
www.ibm.com/software/os/systemz/summit/track3.html
WEBINAR | Register now!
WHY ACCELERATE ENTERPRISE
MODERNIZATION WITH IBM RATIONAL
DESIGN AND DEVELOPMENT SOLUTIONS?
A System z Developers Journey Through the Application Lifecycle
B Tim Hahn, Featured Speaker
IBM Distinguished Engineer,
IBM Master Inventor, IBM Rational Software
Address 8 Service-Delivery Challenges Page 40
March/April 2011 ibmsystemsmag.com
MAINFRAME
Cognos
on System z
Reduces
BI Costs
Page 36
Companies stay ahead of the competition using
IBM's end-to-end offerings Page 32
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-ZMXe`UO_
Dan Cardiff - iStockphoto
Not everyone
trains to be
a Search
and Rescue
Swimmer...
z / V M P E R F O R M A N C E T O O L S F R O M z / V M P E R F O R M A N C E P E O P L E
...and even
fewer make the grade.
Search and Rescue is often done during the worst conditions imaginable. Its a tough job and
one that demands the best people and tools you can nd. The same can be said for those
managing complex z/VM environments. Migrating Linux servers to z/VM creates many
challenges and nding the right tools and training is nearly impossible. Its why Velocity
Software continues to offer both free education and some of the best z/VM tools in the
business. In 2010 we trained more than 100 customers, business partners, and IBMers at no
charge. We intend to expand our topics and more than double that number during 2011.
But training is just one factor when it comes to successfully managing your z/VM complex. To
simplify the way you manage z/VM and instantly improve productivity, Velocity is announcing a
web based option of zVPS (Velocitys Performance Suite for System z). zPRO (z/VM
Professional) provides an intuitive systems management portal for z/VM and Linux on System z.
It can be used to clone servers (Linux and others), manage your Directory, handle document
retrieval, manage Spool Files, and administer TCP/IP and RACF denitions as you develop your
cloud environment with IBM System z. zPRO can be installed in minutes along with zVPS. Why
make the job any tougher than it is already? Take a little of the chill out of being a z/VM
professional. Contact us for more information about pricing, demos, and trials.
zVPS from Velocity Software.
Its the smart thing to do.
Ofces: Mountain View, California; Irving, Texas; Columbus, Ohio; Mannheim, Germany
www.velocitysoftware.com USA: 877.964.8867 International: 1.650.964.8867 or +49 (0) 621.373.844
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19
capabilities. This saves our clients from
investing time and money to put those
pieces together themselves.
Components for Smart Analytics
A successful business-analytics
solution must have three core
competencies, Spang says.
Reliable, high-performance
data management. Analytics requires
data-warehouse software that delivers
access to structured and unstructured
information in real time. The InfoSphere
Warehouse, powered by DB2*, not only
manages the data but also speeds systems
deployment and optimizes data delivery
using data partitioning, compression,
workload and performance management.
High-performance analytics.
Once youve gathered and stored the data,
you can begin using the knowledge it
contains. Leveraging database-oriented
data mining and text analytics with IBMs
Cognos 8 BI capabilities, executives, line
managers, business analysts and IT staff
can leverage the right information in a
manner thats right for their needs.
Picture Increased Business
Combined, these capabilities help
businesses find actionable insights
in mountains of data, such as how
to respond to customer preferences
or predict outcomes. For example,
tracking purchase history via a loyalty
membership program, companies
can analyze client demographics and
behavior along with market trends.
A retail company could use this
information to not only create a
direct-marketing campaign, but also to
do predictive analytics on its success.
Spang says, With predictive analysis,
you can identify what kind of response
rate and revenue you can expect, and
make a decision thats best for the
marketing dollars.
Picture Efficient Processes
While the role of analytics in decision
making is well known, more companies
are tapping information to improve
business-process management (BPM).
Insight, or business analytics, and action,
or BPM, are two sides of the same coin,
Spang says. The multiplying effect
comes when these two capabilities are in
the hands of the business analystswho
use an integrated discipline to
continuously drive growth, reduce costs
and increase business agility across the
organization, he adds.
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M A R C H / A P R I L 2 0 1 1 i b m s y s t e m s m a g . c o m / m a i n f r a m e
20
IBMs BPM suite contains a
comprehensive set of collaborative, role-
based capabilities that enable clients to
model, simulate, execute, rapidly change,
monitor and optimize core business
processes. Software and services from
across IBM create a workload-optimized
system, available in three editions: IBM
WebSphere* Dynamic Process Edition,
IBM WebSphere Lombardi Edition and
IBM FileNet* Business Process Manager.
Extending BPM to BI users,
companies can make information and
insight readily actionable and become a
more responsive, flexible organization.
In retail, accurately pinpointing the
right client enables marketers to create
an optimal offer that can be deployed
as an online retail campaign in minutes
rather than days, Spang says.
Spang outlines some common
customer-adoption patterns to that leve-
rage BPM for improved business results:
` Integrate historical and real-time
processes
`Use data to drive process
improvement
`Link process execution with
financial results for end-to-end
optimization
`Deliver BI at key decision points
within operational processes to improve
and automate decision making
`Respond more quickly and
effectively to changing market conditions
`Provide complete business
visibilityboth insight and action
Picture Reduced Risk
Companies can also manage and
prevent risk using fraud-detection
offerings like InfoSphere Identity
Insight. Spang explains the technology
to analyze information about identities,
people or businesses originated in Las
Vegas, where casinos used it to screen
employees before hiring them.
Identity Insight helps companies
determine accurate identities and
uncovers relationships among
identities. It can apply complex event
processing to that knowledge to
evaluate all of the transactions related
to those individuals or businesses.
Spang says IBM social-service clients,
for example, use it to better understand
their citizens and thus offer better
services. Retailers use it to identify
fraudulent claims.
Develop Insight in Real Time
Performance of these analytics systems
is key in two areas. People often think
of the warehouse performance and
access to data. Indeed, systems must
handle the ever-growing volume of
information, the number of users and
the types of analysis those users are
demanding, Spang says.
Companies must efficiently deploy
and maintain these solutions. Spang
said one of his first experiences was
with a healthcare insurance provider
that complained of performance issues.
I studied up on feeds and speeds of the
Innovative
Information Analytics
IBM has a long history with analytics. Here are a few of the milestones:
An IBM researcher invents
the relational database in
a project called System R,
which was designed to find
answers from data.
Think Smarter
1969
IBM creates the unstructured
information management
architecture, which is today
a standard for analyzing
unstructured data.
2004
IBM introduces InfoSphere
BigInsights, which leverages
software from the open-
source Apache project
Hadoop to gather and
analyze the vast amounts of
structured and unstructured
information available online.
2010
System S, an IBM Research
project for analyzing streams
of information, is brought
to market as InfoSphere*
Streams, analyzing data as it
flows through the system.
2008
Todays technology could be
considered the third generation of
business intelligence, says Bernie
Spang, director of strategy and
marketing, IBM Database Software
and Systems. The first generation
was marked by creating data
warehouses to bring data together
and run reports for relatively few
business leaders. Next, people
wanted more information from their
data. Online analytics programming
enabled business analysts to
interact with the data and ask
questions of it, in addition to
creating the standard reports.
Now is the generation of
operational analytics, he explains.
Information can be empowering and
moves the focus from sense and
respond to predict and act.
You want to enable everyone in your
organization, even your partners and
customers, to have greater insight
involved in every transaction, in every
business process, as its happening,
Spang adds.
N.B.
i b m s y s t e m s m a g . c o m / m a i n f r a m e M A R C H / A P R I L 2 0 1 1
21
Natalie Boike is managing
editor for IBM Systems Magazine,
Mainframe edition.
No End in Sight
Spang says as the increase in
information continues, so does the
appetite for analytics. As technology
has advanced, weve made it easier for
more business users to analyze more
information and apply more kinds of
analytics than ever before, he explains.
The more they get, the more they
want: more data, more types of analysis.
I see this as the relative beginning of an
explosive growth of applying analytics
to improve business results.
software and all of our great offerings
for high-performance analytics, he
says. When I got there the CIO was
talking about the performance of
his teams and the ability to respond
to business needs fast enough. The
business was acquiring new companies
with data that needed to be folded
in and analyzed more quickly. The
more the users had analytics, the more
questions they had.
With a solid base in high-
performing IBM servers, storage, BI
and data warehousing software, the
Smart Analytics System meets these
key performance requirements. Were
working to integrate our software
with our hardware and into tuned and
balanced systems, Spang says.
Unmatched Integration
and Experience
The scope and depth of the IBM
portfolio and IBMs holistic approach
to data analyticsfrom collection
and management, to integration and
analysissets it apart from other
offerings. IBM delivers smarter
systems that are integrated and
optimized from the processor to the
application and does so based on a
deep understanding of business
needs and the workloads that support
the organization.
When we work with clients,
we work to solve their most pressing
problem, but we do it with an eye to
where they ultimately want to go,
Spang says.
IBM BPM Suite: www.ibm.com/software/info/bpm/offerings.html
IBM Smart Analytics System: www.ibm.com/software/data/infosphere/smart-analytics-system
M A R C H / A P R I L 2 0 1 1 i b m s y s t e m s m a g . c o m / m a i n f r a m e
22
Transitioning Workforce
O
ne semi-retired guy is the only person I have
who can pull us from a failure of one of our most
important applications.
This statement, from an application
support leader at a North American
bank, drives home the realities many
mainframe-centric businesses face,
whether business leaders realize it or
not. While the media, hardware vendors
and modernization service providers
theorize about a shortage of mainframe
workers, IT leaders responsible for
meeting the worlds most stringent
service level agreements (SLAs) face
real situations everyday with only a
limited number stop-gap fixes left, and
no ground-level plan for implementing
long-term fixes.
The Established Barriers
Mainframes, and the time-tested
applications they run, provide
differentiating value to the worlds
largest businesses. Even if it were
possible to relocate these applications
to another platform, it would take a
brave (some would say crazy) IT leader
to move away from the security and
reliability of the mainframe to perform
the massive number of transactions a
single system accommodates on a daily
basisoften well above the 20 million-
per-day mark.
The reality is, it isnt that easy.
Most legacy applications cant just
be relocated and magically run in a
new environment. They often must
be rewritten, modernized or even
scrapped altogether. This takes
resources away from developing new
revenue-generating capabilities, which
Insider
Insights from
the industry
Agnostic development
tools support
mainframe-centric
businesses
By Rose Rowe
i b m s y s t e m s m a g . c o m / m a i n f r a m e M A R C H / A P R I L 2 0 1 1
23
in todays economic climate just isnt
good business.
The good news is mainframe
computing is changing to accommodate
evolving business practices. In the spirit
of if you cant beat em, join em,
the mainframe, in particular the IBM
zEnterprise* System, has expanded
its architecture to accommodate
customers who must provide services
using many delivery platforms while
maintaining the level of service the end
user has grown to expect.
The bad news is perceptions
remain a barrier to a full-steam-
ahead strategy in IT organizations.
Outdated perceptions about mainframe
computing and its interoperability
with other systems often deter senior
managers from considering strategies
to develop new services outward from
the core business applications.
These barriers often leave
application support leaders stranded
somewhere between meeting daily SLA
requirements and the timely delivery
of new capabilitieswith only a
dwindling staff that has the knowledge
base to do the work. Many options
exist to work through these barriers,
real and perceived, to enable businesses
to expand their services through a
technology strategy that will also
enable application support leaders to
meet those daily requirements.
A Platform-Agnostic
Perspective
This is already a reality for non-IT
line-of-business staff. They just want
new services on the devices they
prefer. Whether its a mobile device, a
website or a more traditional service,
the business user wants quality and
dependability, regardless of how
IT delivers it.
Fortunately, its becoming
easier for IT to work on multiple
platforms. Consider the following: any
business that relies on a mainframe
to deliver mission-critical services
to its customers is likely storing 80
percent or more of its data on the
mainframe. With Web-oriented
architectures (WOAs) and service
oriented architecture (SOAs), newer
programming languages can easily
integrate data on the mainframe
with application logic on other
platforms. With true platform-agnostic
capabilities, the focus can turn to
maximizing ease of use and accessibility
for line-of-business users.
The same ease-of-use principles
can be applied to application
development. Programming tools can
DTS Software, Inc. announces
the introduction of the MDL
Control Center (MCC),
a new product to facilitate the
use of virtual tape systems from
Bus-Tech
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.
MCC provides a wide range of components
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1 Robust command and monitoring interface
1 Advanced intelligent device selection
1 Automated migration of tape libraries
1 I/O load optimization
DTS Software the leader in Storage Management,
System Monitoring and Automation.
To learn more about improving your VTL efciency,
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FOR MAINFRAME VTL
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M A R C H / A P R I L 2 0 1 1 i b m s y s t e m s m a g . c o m / m a i n f r a m e
24
Insider
service and not on execution, and the
time to market for the new capability
is greatly reduced.
Getting Started
Implementing flexible environments
that enable development on any
platform is a pain-free start for
organizations. In the recent past,
organizations were faced with an either/
or choice of development environments.
The choice of environment either
deterred nonmainframe developers or
reduced the efficiency of its seasoned
mainframe-development teams.
Today, environment isnt such
a concern. Many best-of-breed tools
are available through open-source
development environments, which are
familiar to seasoned professionals and
new developers alike. The flexibility
of being able to choose a character-
based green screen also ensures an
organizations most senior staff
arent hindered.
For most developers, learning
to develop in multiple languages is
nothing new. Ask that same developer
to use a new environment (especially
a character-based environment), and
not only is it no longer appealing to do
the job, but the developers ability to
do the job will also be hindered. With
the no-cost option of open source and
the flexibility to choose environments,
addressing the development
environment is an easy first step.
Enabling this cross-platform
data manipulation is essential for
mainframe-centric organizations. Yes,
80 percent or more of their data is likely
platforms, hardware and applications
that deliver those services. Instead
of having individual experts who
understand the logic of specific
applications or who work entirely on a
single platform, IT can develop teams
of experts who understand the logic
used to deliver the service as a whole.
Put this into practical operations
and it will reduce time to market
for new services.
For example, consider a business
line manager who wants to include
loan applications in the banks mobile
banking services. In todays operations,
this request would be divided among
three platform teams and multiple
application development teams
or individuals. Numerous project
meetings and many testing points
would be necessary to ensure these
disparate teams are in step with each
other as independent development
decisions are implemented. While these
checkpoints are necessary to ensure a
quality end product, the business line
manager has little insight into the true
progress of the service being developed
and may be dismayed by the length of
time from request to implementation.
With platform-agnostic
development teams, checkpoints are
reduced to inner team collaboration.
Development decisions can take
each platform and application into
account from within the team. This
helps the team remain focused on
the service itself as the endpoint.
Ultimately, the business line manager
has greater insight into the project,
the development team is focused on
be a barrier to attracting top talent to
work on applications that are important
to the business. Traditional character-
based green screens used for mainframe
development are unappealing to the
uninitiated for many reasons, starting
with the drain on productivity as
developers who are new to it stumble
through its perceived limitations.
Modern development environ-
ments that invoke best-of-breed tools,
regardless of platform, are available to
reduce (and possibly eliminate) these
productivity concerns and learning
curves. These environments allow
a new generation of developers and
progressive veterans to work on a
businesss most important applications
with minimal friction. They also
enable the application support leader
to task existing resources to shadow
the partially retired resource without
concern for the added overhead of
learning a legacy
develepment environment.
Streamlining Development
In the future, IT leaders can focus on
the capabilities and services delivered
by technology rather than on the
Many best-of-breed tools are
available through open-source development
environments, which are familiar to seasoned
professionals and new developers alike.
than invest limited resources into IT
projects with no resulting business
gain, organizations should consider
evolving with their workforce and
enabling their IT resources to take a
business view of technology-enabled
services that will drive revenue and
growth. The results will mean more
services are brought to market more
quickly and IT will be better aligned
with business with fewer constraints
on future growth.
i b m s y s t e m s m a g . c o m / m a i n f r a m e M A R C H / A P R I L 2 0 1 1
25
stored on the mainframe. But even
this data is stored in various databases
and different formats. Organizations
spend a great deal of their resources
gathering and storing data. Its essential
for the business line manager to
utilize the data toward the success of
a project without being delayed by its
need to be converted or its inability
to be utilized along with other forms
of data. Development teams focused
on services require access to this data
quickly, using standard procedures for
gathering the data to safely test their
new services.
Lastly, its reasonable for
organizations to insist that their
application-development tools
integrate code-analysis functionality.
This delivers practical guidance
and insights to the application staff
working with the code as they need
Rose Rowe is the vice
president of mainframe
strategy for Compuware
and is responsible for the development
and market strategy of Compuwares
mainframe solutions.
it. Even relatively inexperienced
developers will have key insight
into the function, structure and
deficiencies of the undocumented
programs they must soon maintain
and enhance.
Nothing will quickly replace the
experience of our semi-retired guy.
In lieu of funding a position to shadow
this professional, other developers
require insight into the applications
functionality before they can efficiently
support it or build upon it.
Removing Platform Constraints
Its fair to say this article is written
from a mainframe perspective, but
ultimately there shouldnt be a battle
between platforms. While resources are
tight and funding for business growth
is scarce, enabling a transitioning
workforce makes great sense. Rather
M A R C H / A P R I L 2 0 1 1 i b m s y s t e m s m a g . c o m / m a i n f r a m e
26
Mind the Gap
A
s service oriented architectures (SOAs) have evolved,
so have the technologies and languages that support
these Web services. For a business to fully leverage
its data, it must be mindful of the gap between the records
themselves and the services that rely on them.
The splintered infrastructures
used to store, manage and expose data
make it difficult to effectively use
information to its full potential. The
integration of WebSphere* DataPower *
and the zEnterprise* System extend the
security and integration capabilities to a
multiplatform architectureultimately
improving XML/Web services and SOA
integrations, security and throughput,
while lowering costs and time to market
for new services.
IBM recognizes the importance
of sharing and integrating data across
platforms, says Gari Singh, IBM
product manager of SOA Appliances.
XML is that interoperable dialect,
but most of data is still sorted and
stored in different formats. DataPower
transforms and exposes that content as
XML from the native formatsuch as
CICS*so it can be implemented on
the Web or given to consumers
or systems.
A Brief History
WebSphere DataPower has been
meeting SOA, security and integration
needs since IBM acquired DataPower
and its XML-integration technologies
in 2005. The WebSphere DataPower
Integration Appliance XI50 for
zEnterpise (XI50z), announced Feb.
12, extends its capabilities.
Trends
Industry signals
to keep you in
the know
DataPower support for
zEnterprise extends
its multiplatform
capabilities
By Natalie Boike
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i b m s y s t e m s m a g . c o m / m a i n f r a m e M A R C H / A P R I L 2 0 1 1
27
task. DataPower enables customers to
process those requirements quickly and
easily. A typical proof of concept can
be completed in two to five days and
implementations are very quick. He
adds, From a management perspective,
the new DataPower XI50z is a self-
contained box that can be managed like
a network device.
This secure, scalable, easy-to-
deploy ESB allows customers to:
hGrow infrastructure without
increasing complexity
hProtect applications and data
structures
hSecurely and quickly
Web-enable a System z environment
hUtilize previously unconnected
applications, information and people
hManage policies for mission-
critical applications
Businesses can use DataPower to
engage in emerging spaces like social
networking, cloud computing and
Software as a Service (SaaS) to reach
new markets and expand reuse of legacy
resources and data.
The Significance of System z
For many customers, the System z
server is the system of record for data
and systems because of the built-in
features like performance, scalability,
security and more, Singh says. With
the introduction of the multiplatform
zEnterprise System, many other needs
and different types of applications in the
distributed world can also benefit from
integrating with the System z server-
housed information and applications.
The zEnterprise System takes
it to the next generation, he says.
DataPower already adds great value
by integrating logically with software
running on System z. The zEnteprise
System enables the integration of
special-purpose optimizers. Now Im
able to manage my DataPower and
other appliances just like theyre part of
System z and get all of the great benefits
of being able to connect that to the
distributed world.
The DataPower XI50z is designed
to meet SOA security and integration
needs; its about having an ESB thats
secure and provides integration, with
a low total cost of ownership and high
performance and throughput. What
this offering really allows you to do is
truly expand capabilities of
System z solutions out into the
distributed world. It enables you
to do more with lessfewer
physical resources and with less
managementand do so
more quickly.
At its inception, DataPower used
native compilation technologies to
optimize processing of XML data into
HTML, wireless markup language
(WML) and other markup languages.
The offering was a hardware-based
appliance optimized for handling
XML processing, schema processing
and transformation. IBM paired it
with WebSphere Application Server to
essentially provide a security gateway,
offload XML processing and have a
highly configurable, higher-performance
enterprise service bus (ESB).
Singh says these capabilities are
still in high demand. Customers
obviously want to do more with less.
The architecture and feature needs
are still there and the fact that we
do it in the clients form factor gives
us manageability, performance and
consolidation.
Implementing DataPower
At the highest level, the greatest
business benefit of the DataPower
Integration Appliance is the time
to market and time to value, Singh
explains. For example, a bank may have
customer data stored on
System z* servers that should be
exposed to the Web services for online
banking, or to distributed systems for
internal applications such as customer
relationship management (CRM). Singh
says numerous project requirements
are necessary to accomplish either
DataPower is one of several high-performance specialty processors for
specific workloads available for the zEnterprise System. For additional information,
visit www.ibm.com/systems/z/hardware/zenterprise/index.html.
Natalie Boike is managing
editor for IBM Systems
Magazine, Mainframe edition.
Martin Kennedy, Citigroup Inc.s
managing director of enterprise-
systems infrastructure, says the
mainframe provides the highest
levels of security.
i b m s y s t e m s m a g . c o m / m a i n f r a m e M A R C H / A P R I L 2 0 1 1
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W
hether for internal or external reasons,
most organizations require data be
backed up and available for disaster-
recovery or business-continuity purposes. In
particular, financial institutions are often held to a
higher standard because of the sensitive nature of
the data they handle.
Although most customers dont see the
detailed processing that happens in the background,
the fact that we can tell them that their data is
being managed with the highest levels of integrity,
availability and security is a big plus, says Martin
Kennedy, Citigroup Inc.s managing director of
enterprise-systems infrastructure.
Thats why Citi created a backup environment
many would consider best-in-class, using four
IBM System z10* Business Class (BC) machines
as dedicated mechanisms for backing up the
companys myriad servers and systems. Combined
with INNOVATION Data Processings FDR/
UPSTREAM and UPSTREAM/SOS, their design
not only ensures proper backups, but also optimizes
CPU usage and network bandwidth.
The traditional backup model limits backups
to an off-hour window because of the high CPU
and bandwidth requirements, says Kennedy.
With our modelwith the data moving through
a dedicated SAN [storage area network] fabric and
not over TCP/IPyou can pretty much schedule
backups whenever you want without impacting
production applications and workflow.
A Sound
Investment
Citigroup tames its
backup environment with
dedicated mainframes
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M A R C H / A P R I L 2 0 1 1 i b m s y s t e m s m a g . c o m / m a i n f r a m e
30
A Cost-Effective Mechanism
Citi is a global provider of consumer,
corporate and investment-banking
products and services. Its many brands
include Citibank, CitiMortgage, Citi
Cards and Women & Co. Citi operates
in more than 160 countries and handles
around 200 million customer accounts.
With such a large presence,
youd expect it to have a large IT
infrastructure, and it does. It runs
servers of all types, including IBM
mainframes and Power Systems*, Linux*
(stand-alone on System z*), Windows*
and UNIX* OS-based machines. These
boxes handle core functions: serving
customer accounts, running business-
intelligence applications or supporting
internal back-office accounting
functions. They all produce a huge
amount of data, most of which is backed
up, stored and ready for recovery for
regulatory or internal purposes.
This data is vital to Citis everyday
operations. Thats why the company
put so much effort into creating a
seamless data-retention model: from
point-of-origin to vaulted storage. But
things werent always so efficient, as
Kennedy explains.
Back in 1996, we were
dealing with our first large
data warehouse with around
20 terabytes of data, which
was large for that time, he
says. We would have to break
backups into 20 separate components,
20 separate servers and 20 separate
tape libraries. We only had one
window in which to do that, typically
on Sunday afternoons: the only time
we could take a machine down for
system backup. We struggled with that
quite a bit.
Thats probably an under-
statement given the scale of the
organization and the growth in the
amount of data it was collecting.
Network bandwidth, for example,
became an issue, forcing Citis IT staff
to tune the network continuously to
accommodate increased traffic. This
affected everyday operations as data
movement competed with typical
application transactions.
We revisited our backup
architecture, Kennedy recalls.
As a result, we considered using
INNOVATION tools, including
FDR/UPSTREAM and
UPSTREAM/SOS, both
of which would allow us to
move data in a more robust
environment. No sooner
had we converted to EMC
and INNOVATION than
our issues related to backups
almost literally disappeared.
These improvements
resulted in part because a SAN
fabric and transfer devices
had been introduced into the
storage environment. Using this
SAN, Citi IT staff could bypass
the production network and run
backups whenever they were
scheduled, without worrying
about a network bottleneck and
reduced application response
times. This also held true
with its Linux on System z
instances, with UPSTREAM/
SOS passing these mainframe-
Headquarters: New York City
Business: Global provider of financial
products and services for consumers,
corporations, governments and institutions
Challenge: Improving data-backup
processing
Solution: Using four IBM System z10
Business Class machines as dedicated
backup servers and INNOVATION Data
Processings FDR/UPSTREAM and
FDRSOS to automate backups
Hardware: Four IBM System z10
Business Class servers
Software: INNOVATION Data
Processings FDR/UPSTREAM
and FDRSOS
based backups over System z FICON*
and Fibre Channel Protocol (FCP)
channels rather than over the network.
Ordinarily FDR/UPSTREAM
pushes distributed backups to
mainframe-based tape or DASD, but
CUSTOMER: Citigroup Inc.
they allowed Citi to use
LPARs on its mainframe
systems to channel
backups. This meant the
organizations previously
distributed backup model
for its largest and most
complex servers could
be consolidated to fewer
systems and therefore
fewer backup media.
This is a very cost-effective
backup mechanism, Kennedy says.
We were able to leverage the
mainframe tape infrastructure, which
allowed us to make the most of our
cartridges by filling them with data that
had like retention requirements. That
can be difficult to do in a distributed
backup environment, where overall
cartridge utilization of unexpired data
tended to be lower. Managing cartridge
utilization is key to managing the overall
cost of a backup solution.
An Important Characteristic
Other organizations may have been
satisfied with these improvements, but
not Citi. When IBM announced the
System z10 BC machines, Citi decided
to further bolster its backup model by
dedicating these boxesone located
at each of the corporations primary
North American data centerspurely
for backup purposes. This would allow
the organization to move all of its
backup loads for its largest servers off
its production systems.
Citi installed one z10 BC at each
of its main North American data
centers, with the boxes supporting the
local backup requirements for large
servers at these data centers. When
a group wants to add a server to the
backup schedule, it fills out a change-
management template that identifies
what it wants backed up, how often
they want it backed up and what the
retention period is for the backup. At
that point, someone in the distributed
backup team creates an FDR/
UPSTREAM job and schedules it
according to user requirements.
Initial backups are of the
full system. Following that, daily
incremental backups take place,
with FDR/UPSTREAM looking to
copy only the files that have changed
since the previous backup. Once a
week, merged backups combine the
incrementals to create a new, full-system
weekly backup.
Those weekly backups can take
place outside the typical window for
server backups, and we dont have to
be connected to the server to do that,
Kennedy says. This is in contrast to
many backup models, where you have
to be connected to the server. Now we
can drive those business class machines
24 hours a day with productive work
without impacting the servers that are
being managed by those machines. Its
all very efficient.
Citi can now also aggregate
backups based on retention. In the
past, different backups with different
retention rates were stacked on top of
each other. Sometimes tapes were kept
in storage because, even though one
servers retention-based backup may
have expired, others hadnt.
You might end up with a situation
where 60 or 70 percent of the data on a
tape might be expired, but you couldnt
reuse that tape because the other 30
or 40 percent had not yet expired,
Kennedy says. You ended up with
tape capacity you couldnt reclaim.
Since FDR/UPSTREAM uses more
traditional mainframe tape-management
mechanisms, we can now stack data so
when data on the tape has expired, the
tape is immediately available for reuse.
This data is encrypted as its
written to tape, some 650 TB a month,
according to Citis Jim Jurasin, vice
president of enterprise systems
infrastructure. The encryption
process occurs on the organizations
IBM tape drives instead of on the
System z10 BC machines. This
reduces CPU overhead, which
allows the mainframes to run
their jobs without taking
performance hits. Citi has also
implemented disk encryption on
the backup servers to ensure the
environment is completely secured
from the time the data goes to disk and
then to tape, Kennedy adds.
Thats an important characteristic
for us, he continues. We have a lot
of very sensitive data around here, so
its critical that we make it as secure
as possible, and IBM has some strong
algorithms built into the machines, as
well as crypto engines and certificate
management.
Exceeding Expectations
Citis customers probably dont think
about this type of back-end processing,
but if they did, theyd be impressed
at the measures the corporation has
taken to make sure their data is backed
up, safe and secure. Additionally,
this streamlined backup model has
also benefitted the corporation itself.
Backups that run on the BC machines
no longer bog down the corporations
traditional networks, servers dont
have to be taken offline when theyre
being backed up, backup media is
being used more efficiently and
automated processes have reduced
backup administration. In the end, its
all about Citis customers and their
service expectationswhich are now
more than being met.
i b m s y s t e m s m a g . c o m / m a i n f r a m e M A R C H / A P R I L 2 0 1 1
31
Jim Utsler, IBM Systems
Magazine senior writer,
has been covering
technology for nearly 20 years.
IBM has some strong
algorithms built into
the machines, as well as
crypto engines and
certi cate management.