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IBM Global Technology Services
December 2007
Storage migrations made simple.
Overcoming the challenges of technology refresh

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Summary of Contents for IBM DATA MIGRATION SERVICES

  • Page 1 IBM Global Technology Services December 2007 Storage migrations made simple. Overcoming the challenges of technology refresh...
  • Page 2: Table Of Contents

    Storage migrations made simple. Page 2 Executive summary Contents Minimizing the impact of data migrations on business operations is a critical part of the data center manager’s job. Studies have shown that technology refresh — defined as replacing an older server or storage array with a new Executive summary Introduction one —...
  • Page 3 Storage migrations made simple. Page 3 The following table presents five key factors that show how data migration Highlights software can simplify technology refresh and how Softek Transparent Data ™ Migration Facility (TDMF ™ ) technology can meet these needs. Technology refresh is the primary Key factors Description...
  • Page 4: Introduction

    Storage migrations made simple. Page 4 Introduction Highlights What drives data migration? In a recent Softek survey, technology refresh was cited as the major reason for moving data. Technology refresh is defined as replacing an array with a new one and most commonly occurs when: • The lease on a piece of storage equipment ends • Data is being moved from old to new storage • The storage system is being upgraded...
  • Page 5 Storage migrations made simple. Page 5 In many cases, technology refresh not only means replacing storage arrays, Highlights but also upgrading associated servers to better meet service level agreements or because the servers, like the arrays, have reached the end of their lease. In addition, storage and server capacity are acquired annually or more often to For most industries, estimates of accommodate data and application growth.
  • Page 6: Data Migration Software

    Storage migrations made simple. Page 6 IT organizations face many challenges associated with technology refresh — Highlights particularly deciding how to deal with data growth and determining how, when and where to move data. Some of the key issues associated with technol- It is an ongoing challenge to decide ogy refresh include: how to deal with data growth and to...
  • Page 7 Storage migrations made simple. Page 7 Restore from backup tapes Highlights This method involves making a backup copy of data, then taking the associated arrays and/or servers offline to ensure that no new data is added. Then, the data is restored from the backup tapes to the new arrays and/or servers. Once the restore process is complete, the systems are brought online.
  • Page 8 Storage migrations made simple. Page 8 Volume management or replication Highlights Volume management is used primarily to control disk resources by mapping the logical view of storage space with the actual physical disks. While it can be used to move small amounts of data, it can be slow. This solution requires a heterogeneous storage environment over an IP network and may require the costly installation of additional software.
  • Page 9 Softek technology simplifies tech- • A manufacturing company running a mission-critical Oracle customer nology refresh. order and tracking system on Solaris conducting local UNIX ® array-to- array migration. • A large bank running a credit and debit transaction application on IBM z/OS conducting local mainframe array-to-array migration. ® • A major savings and loan institution running an IBM DB2 , IBM CICS and ® ® Virtual Storage Access Method (VSAM) application with high-availability requirements conducting mainframe migration with volume consolidation. • A Fortune 500 financial services firm running a mission-critical DB2 data warehouse conducting multiserver UNIX array-to-array migration with consolidation. • A Fortune 1000 bank running a Sybase financial application conducting a global migration to new storage over distance.
  • Page 10: Technology Refresh Examples

    Storage migrations made simple. Page 10 Technology refresh examples Highlights Local UNIX array-to-array migration In this example, a manufacturing company running a mission-critical Oracle customer order and tracking system on Solaris needed to move 3TB of legacy In the first example, Softek software helped a manufacturing company data from an old storage array to a new storage array.
  • Page 11 Storage migrations made simple. Page 11 Softek TDMF technology was chosen because the asynchronous, host-based Highlights migration was cost-effective, able to work with disparate platforms, did not require changes to the source environment and could accommodate the increased volume size in the target environment. The benefits of the TDMF solution were that the Oracle application’s storage volumes were augmented, enabling continued expan- sion of capacity.
  • Page 12 In this scenario, a large Canadian bank running a credit and debit transaction A financial institution cannot afford downtime when moving from legacy application on the IBM z/OS platform was moving from legacy storage to storage to newer storage arrays. newer storage arrays.
  • Page 13 Storage migrations made simple. Page 13 • Large number of volumes — Four hundred volumes had to be moved from the Highlights old to new storage array. • Budget constraints — The migration budget did not include the anticipated need for outside consulting resources with migration expertise. In this case, Softek TDMF technology was the only option considered, because In the case of a large bank migrat- ing to new storage arrays, Softek no other solution could accomplish the migration without requiring downtime.
  • Page 14 5. Administrators migrated the final 50 percent of volumes over the second Highlights week, with still no application impact. 6. When final synchronization had taken place, TDMF software completed the swap operation to redirect the mainframe I/O to target volumes, which became primary volumes. Switchover was performed without service outage. 7. Backout option was available in case a failure occurs during any phase. If needed, original source volume contained all the write operations performed during the migration. 8. Old volumes were removed from configuration. This chart depicts the bank’s local Credit and debit transaction application mainframe array-to-array migration. IBM mainframe JANUARY JANUARY Old storage array New storage array Figure 3 Local mainframe array-to-array migration...
  • Page 15 Storage migrations made simple. Page 15 Local mainframe migration with volume consolidation Highlights A major savings and loan institution had an older locally attached storage array under strain that it was replacing with a new locally attached storage array. The institution was running DB2 and CICS VSAM applications with A savings and loan company faced migration challenges such as very high availability requirements.
  • Page 16 LDMF software due to their ability the mainframe was in production, with no impact to end users. to migrate data nondisruptively, resize MODs and move specific Softek solution: Local mainframe migration with volume consolidation data at the dataset level. 1. TDMF and LDMF software was nondisruptively installed on IBM Z800 mainframe and verified by the implementation team. 2. The team mapped source and target volume migration for TDMF migration. As part of the process, TDMF software was used to migrate a single source MOD 3 to a MOD 9, thereby establishing the target MOD 9 into the existing storage management subsystem (SMS) environment and eliminating any SMS setup requirements for the new MOD 9 volumes.
  • Page 17 This chart depicts the array-to-array DB2 and CICS VSAM applications migration with consolidation enabled by the Softek software. IBM Z800 240 MOD3 to 240 MOD9 240 MOD3 to 240 MOD9 460 source volumes to 240 target volumes at dataset level...
  • Page 18 Multiserver UNIX array-to-array migration with consolidation Highlights A Fortune 500 financial services firm had a mission-critical DB2 data ware- house (24TB DB2, 10TB supporting files) on seven IBM AIX 5.1 server ® platforms with the storage allocated to nine different storage arrays, some more than five years old.
  • Page 19 Softek solution: multiserver UNIX array-to-array migration with consolidation 1. In the premigration stage, Softek worked with the storage vendor to perform Softek’s implementation meth- odology ensured that there were comprehensive testing and proof of concept to prove the viability of the migra- no manual errors and the onsite tion strategy. The firm elected to perform migration over scheduled weekend resources were used efficiently. downtime, with an estimated 24 hours for total migration. 2. In the migration stage, the migration team was given the system at 8 p.m. on Saturday night; it installed TDMF software on seven AIX hosts in less than 15 minutes. 3. The migration process was initiated with migration configuration in loop- back. The actual migration started at 12 a.m. and ended at 4 a.m., moving 22TB of data in four hours. 4. As part of the migration process, the implementation team resized physical partitions on volume groups, improved the layout of the volumes on the new array, and resized the IBM Journaled File System (JFS) logs. 5. The system was handed back at 3 p.m. on Sunday, well ahead of schedule, for preliminary testing. The DB2 data warehouse started correctly and the verification script launched.
  • Page 20 Storage migrations made simple. Page 20 6. The firm performed extensive testing, and at the end of the scheduled Highlights application stoppage, the system went into full production. 7. At the next scheduled downtime, the old source arrays were taken out of service and sent back to the leaseholder. DB2 data warehouse AIX 5.1 servers 4 hours 22 TB DS10 DS11 DS12 New array Old arrays Figure 5 Multiserver migration with consolidation Global migration to new storage over distance A Fortune 1000 bank running a Sybase financial application was relocating A bank needed help relocating four servers to another state.
  • Page 21 Storage migrations made simple. Page 21 • Expiration of storage lease — The New Jersey storage needed to be returned Highlights to the leaseholder. • Hardware move — Physical servers had to be moved via courier. • Data move over distance — Data had to be moved from the New Jersey storage area network (SAN) to the New York City SAN. • Limited downtime — The only allowable outage was from Friday night to Saturday morning. The bank reviewed several migration options: • Offline migration — Restore from tape after physically moving the servers was possible but would have required complete shutdown of application servers over a 48-hour period. Availability requirements made this option impossible. • FTP transfer — The lack of bandwidth control, inability to verify the complete transfer of data and the requirement for file-by-file movement prompted the rejection of this option.
  • Page 22 Storage migrations made simple. Page 22 2. At 5 p.m. on Friday, the applications were taken offline and TDMF was Highlights installed on the New Jersey servers. 3. Migration was set up from the four servers to one target and was initiated. The complete, full refresh took two hours and involved moving 2.2TB over The Softek solution enabled a rapid, security-rich migration from the the bank’s wide area network (WAN). Upon completion, the TDMF solution source to the target. maintained synchronization between source and target environment. 4. The migration was completed and verification testing was performed on data. 5. The New Jersey servers were shut down, physically moved to New York City and installed at the bank’s site. 6. In the target environment, the storage was rezoned from the swing server to the relocated servers. 7. The servers were brought up and tested, and applications were brought up and tested. At 6 a.m. Saturday, the application was put back into production. 8. At the next scheduled outage, the New Jersey storage array was taken offline and removed for return to leaseholder. Sybase applications New Jersey New York Target environment Swing...
  • Page 23 Storage migrations made simple. Page 23 Global migration to new servers and new storage Highlights An insurance company was running a mission-critical claims processing appli- cation on Oracle. It was upgrading from legacy servers running Solaris 8 and VERITAS Filesystem/Solstice Disksuite to new servers running Solaris 9 and An insurance company needed help to maintain availability while VERITAS Volume Manager.
  • Page 24 Storage migrations made simple. Page 24 Softek’s TDMF UNIX (IP) software was chosen as the least risky option because Highlights no system reboots were required. The migration was performed without requir- ing a reboot of any critical service, continuous application availability was maintained during data migration, and the migration was performed without An insurance company chose Softek’s TDMF UNIX (IP) software...
  • Page 25 Storage migrations made simple. Page 25 7. The process was repeated for source servers B and C over the next two weeks. Highlights 8. During the next scheduled outage, the older storage array was taken out of service. This chart shows how the insur- Oracle applications ance company’s global migration Source Target was executed. environment environment Source Source Server C Server B Checkpoint Target Source Server A Server A Journal checkpoint area...
  • Page 26 Storage migrations made simple. Page 26 The key migration challenges were as follows: Highlights • Adding new storage — The goal was to free up existing storage and implement new faster, cheaper storage. • Limited downtime — The application had a limited downtime window from 12 a.m. to 6 a.m. Saturday morning and from 12 a.m. to 2 a.m. Tuesday morning — but it was estimated that the full migration would take a week. • Reconfiguration of a large number of volumes — There were 30 volumes to be moved, creating potential configuration issues. The bank considered these options: • Restore from tape backups — This was not possible due to application avail- ability requirements.
  • Page 27 Storage migrations made simple. Page 27 2. Migration groups were configured on source and target by the implementation Highlights team. The team, with offsite Softek support, created mount points to resolve issues related to insufficient drive letters caused by the number of volumes to be migrated. 3. TDMF full refresh was initiated in loop back configuration. Full refresh The local Windows array-to-array migration was a success. took approximately 24 hours and was performed online without any appli- cation impact. 4. With TDMF operation in normal mode, the team validated the data migrated to the new storage array by using TDMF software’s checkpoint function. 5. During Tuesday downtime, the application was stopped and source volumes were removed. The target volumes were renamed, and the application was placed back into production using new arrays. 6. Old arrays were decommissioned. Production server 24 hours 24 hours Checkpoint Old arrays New arrays Figure 8 Local Windows array-to-array migration...
  • Page 28: Summary

    All Rights Reserved beyond what most other products offer, Softek’s data migration software provides IBM, the IBM logo, AIX, CICS, DB2, LDMF, Softek, nondisruptive, flexible and purpose-built solutions to the complex challenges of TDMF and z/OS are trademarks or registered technology refresh.