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Backing Up Your Virtual Environment
          – Best Practices

 George Pradel: Sr. Director Strategic Alliances
                  Vizioncore
Introduction
• Nearly 25 years experience in IT
  – 13 years in Virtualization (Citrix, VMWare,
    Vizioncore)
  – 12 years in corporate IT
• VMWare SE of the year 2005
• Speaker at VMWorld’s US and Europe, Interop
  and Virtualization Summit
Drivers of Virtualization Adoption
• Initial virtualization strategies highlighted
  Server Consolidation
   – Cost savings
      • Hardware purchases
      • Cooling/Electricity
      • Floor space
   – Hardware resource optimization
   – Simplified provisioning
Drivers of Virtualization Adoption
• Recent shift towards Disaster Recovery becoming
  a primary focus
  – Virtual Machines are very portable
  – Working “underneath” the OS and Applications
  – Hardware Independence
     • Server platform
     • Storage infrastructure
  – Decreased downtime (Live Migration)
  – Rapid recovery if done correctly
Drivers of Virtualization Adoption
Virtualization Adoption Trends
• According to recent Gartner analysis*:
       – 16% of server workloads are running in virtual
         machines
               • It took approximately 6 years to get to this point
       – Predicts to an increase to 50% of server workloads
         by the end of 2012
               • To a total of 58 Million deployed virtual machines
       – This does not include virtual desktop workloads
* Gartner Press Release - Gartner Says 16 Percent of Workloads are Running in Virtual Machines Today – October 21, 2009
Virtualization Adoption Trends
• Why this rapid growth?
  – Shift from simple Server Consolidation to Data
    Protection being the primary virtualization driver
       • Not all workloads need to be consolidated
       • All workloads can benefit from enhanced DR processes
  –   Better performing hardware
  –   Enhanced hypervisor software
  –   Simplified workload provisioning
  –   More comfort with High-Performance workloads
Where Does Disaster Recovery
               Enter?
• Organizations must have a stable virtual
  environment before they implement DR
   – If DR is a driver of virtualization, it must be considered
     during infrastructure design
• DR is a “Stage 2” virtualization challenge
   – Not fully realized until the virtual environment is
     considered “Production Ready”
      • Typically 6-9 months into virtualization in my experience
   – Has a tendency to blindside organizations
      • Many organizations don’t realize how virtualization impacts
        traditional backup strategies
Obstacles to Virtualization Adoption
Why is Backup an Obstacle?
• Backup processes and meeting backup
  windows has historically been a challenge in
  the “traditional” physical world
• Virtualization introduces new challenges to
  data protection and DR that didn’t exist in the
  physical world
Physical
           Typical Virtualization Growth
Systems

                                                                        Physical Footprint Still 3:1
                                                                        Administrative Workload x 4
            Consolidated
                                                                        Storage Requirements x 4
            Virtual Machines




                                Timeline of Virtualization Deployment
            Initial Adoption                 3-6 Months In                     6-9 Months In
            3:1 Consolidation                VMs Double                        VMs Double Again
What Happens in High Density VM
          Deployments?
• What happens if the backup
  jobs try to run concurrently?
• How does this get scheduled?
• What happens to VM
  performance levels?
• Are all VMs in your dev/test
  environment being
  protected?
• Are these challenges limiting
  your deployment options?
New Challenges from Virtualization
• Server capacity for backup processing
  – Highly efficient systems
  – Processing and Disk capacity optimized from
    consolidation
  – Rapid virtualization growth leads to more systems to
    protect and more data to transfer
  – Backup job scheduling impacts workload performance
     • Parallel job processing will impact performance
     • Must perform serial backup
     • Scheduling challenges multiplied
The Root Problem
• “The one time that you needed all of that
  server capacity was during backup.”
  Teneja Group

• “Traditional backup loads are a worst-case
  scenario for virtual servers.”
  Blogger
Acronyms You Should Know


   RTO         RPO
Taking Advantage of Images
• What’s in an Image?
• An image is a completely
  encapsulated system stored
  as a binary file
   • Point-in-time copy of OS,
     Applications, Data, and
     Configurations
   • Captures running systems
• Image-based Data Protection
  is called Backup 2.0
   • No agents
   • Faster to capture
   • No disruption – no window
Are Image-Level Backups Safe?
• Consider recoverability of Backup 1.0 to Backup
  2.0
  – Entire system encapsulated in an image
  – Granular restore
  – Rapid recovery
• Fewer Moving Pieces
  – Small number of larger files vs. very large number of
    smaller files
  – Hardware platform independence
  – Registry and driver issues are a thing of the past!
Backup Methods & Opportunities
• Selective Backup of Running VMs versus Powered
  Off VMs
• vCenter Notes Amendment
• Test of Storage Free Space
• Support of Platform Advancements
• Utilize Multi-Tier Storage Devices on the Network
• Custom Backup Groups
• Backups at Multiple Virtualization Levels
B2.0: Simply Better Data Protection
What is Image-Based Protection?




• An image can be recovered on any system, anywhere –
  including on-premise, to cloud, and on dissimilar
  hardware
• Enables point-in-time DR for environments, whole
  systems, single files, and application objects
• Enables new levels of protection that were previously
  cost-prohibitive
What is Image-Based Recovery?
• Three things are recoverable from an image:
                                            Recovered
  – Image (reconstituted server)             Object
  – File
  – Object (e.g.: email)
                                   Stored
                                   Image

                                            Recovered
                                               File

• Files and objects can be recovered without image
  reconstitution
Recovery Methods & Opportunities
• Hot Copy of a VM for Test and
  Troubleshooting
• Preserve Disk Mapping Best Practices
• Selecting Network
• Recovering a LUN-full of VMs
• Traditional Backup Agent can be Recovered as
  part of the VM
• Recover-As VM Renaming
Two Methods for B2.0

                           Direct-to-Target



                                     SAN
                           Proxy-Based

Direct-to-Target Benefits:            Proxy-Based Benefits:
• No Backup Servers                   • LAN-Free Movement of Data
• No Performance Bottleneck           • Preserves SAN Investment
• Maximum Performance Throughput      • Enables Sweep-to-Tape for All Data
   for Networks, I/O, Storage
• Shortest Possible Backup Windows
• Shortest Possible Recovery Times
The Big Picture - Tiered Environment
Best Practices for a Small
                 Environment
• Implement image-based backups to offset traditional costs
• Static servers
   – Weekly or bi-weekly full image backups
• Dynamic servers
   – Weekly or bi-weekly full image backups
   – Incremental or differential daily
• Line of business servers
   – Weekly or bi-weekly full image backups
   – Incremental or differential daily
   – Software replication on or off-site
• Scrape Long-Term storage to tape regularly
• Investigate cloud storage for Long-Term storage
Best Practices for Mid-Sized
                  Environment
•   Consider recovery SLA requirements per workload/application
•   Displace traditional agents to save costs
•   “P2V” Disaster Recovery
•   Static Servers
     – Weekly full image backup
• Dynamic servers
     – Weekly or bi-weekly full image backups
     – Incremental or differential daily
• Line of business servers
     – Weekly or bi-weekly full image backups
     – Incremental or differential daily
     – Storage array-based snapshots and replication on and off-site
• Secondary storage costs become a concern for long-term data storage
Best Practices for Large
                     Environments
• Consider recovery SLA requirements per application
• Dynamic mix of technologies to meet defined SLAs
• Infrastructure server/Tier 3 applications
    – Weekly or bi-weekly full image backups
• Tier 2 applications
    –   Monthly/bi-weekly image backups
    –   Incremental or differential daily
    –   Regular storage snapshots
    –   Software replication on or off-site
• Tier 1 applications
    –   Monthly/bi-weekly image backups
    –   Incremental or differential daily
    –   Regular storage snapshots
    –   Storage-array replication on or off-site
One Size Does Not Fit All
• Tiered Environment = Tiered Protection and
  Management
• SLAs Determine Your “Best Fit”
  Backup/Replication Methodology
• Be Creative = Virtualization Allows You to
  Reinvent Data Protection and Disaster
  Recovery

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Backing up your virtual environment best practices

  • 1. Backing Up Your Virtual Environment – Best Practices George Pradel: Sr. Director Strategic Alliances Vizioncore
  • 2. Introduction • Nearly 25 years experience in IT – 13 years in Virtualization (Citrix, VMWare, Vizioncore) – 12 years in corporate IT • VMWare SE of the year 2005 • Speaker at VMWorld’s US and Europe, Interop and Virtualization Summit
  • 3. Drivers of Virtualization Adoption • Initial virtualization strategies highlighted Server Consolidation – Cost savings • Hardware purchases • Cooling/Electricity • Floor space – Hardware resource optimization – Simplified provisioning
  • 4. Drivers of Virtualization Adoption • Recent shift towards Disaster Recovery becoming a primary focus – Virtual Machines are very portable – Working “underneath” the OS and Applications – Hardware Independence • Server platform • Storage infrastructure – Decreased downtime (Live Migration) – Rapid recovery if done correctly
  • 6. Virtualization Adoption Trends • According to recent Gartner analysis*: – 16% of server workloads are running in virtual machines • It took approximately 6 years to get to this point – Predicts to an increase to 50% of server workloads by the end of 2012 • To a total of 58 Million deployed virtual machines – This does not include virtual desktop workloads * Gartner Press Release - Gartner Says 16 Percent of Workloads are Running in Virtual Machines Today – October 21, 2009
  • 7. Virtualization Adoption Trends • Why this rapid growth? – Shift from simple Server Consolidation to Data Protection being the primary virtualization driver • Not all workloads need to be consolidated • All workloads can benefit from enhanced DR processes – Better performing hardware – Enhanced hypervisor software – Simplified workload provisioning – More comfort with High-Performance workloads
  • 8. Where Does Disaster Recovery Enter? • Organizations must have a stable virtual environment before they implement DR – If DR is a driver of virtualization, it must be considered during infrastructure design • DR is a “Stage 2” virtualization challenge – Not fully realized until the virtual environment is considered “Production Ready” • Typically 6-9 months into virtualization in my experience – Has a tendency to blindside organizations • Many organizations don’t realize how virtualization impacts traditional backup strategies
  • 10. Why is Backup an Obstacle? • Backup processes and meeting backup windows has historically been a challenge in the “traditional” physical world • Virtualization introduces new challenges to data protection and DR that didn’t exist in the physical world
  • 11. Physical Typical Virtualization Growth Systems Physical Footprint Still 3:1 Administrative Workload x 4 Consolidated Storage Requirements x 4 Virtual Machines Timeline of Virtualization Deployment Initial Adoption 3-6 Months In 6-9 Months In 3:1 Consolidation VMs Double VMs Double Again
  • 12. What Happens in High Density VM Deployments? • What happens if the backup jobs try to run concurrently? • How does this get scheduled? • What happens to VM performance levels? • Are all VMs in your dev/test environment being protected? • Are these challenges limiting your deployment options?
  • 13. New Challenges from Virtualization • Server capacity for backup processing – Highly efficient systems – Processing and Disk capacity optimized from consolidation – Rapid virtualization growth leads to more systems to protect and more data to transfer – Backup job scheduling impacts workload performance • Parallel job processing will impact performance • Must perform serial backup • Scheduling challenges multiplied
  • 14. The Root Problem • “The one time that you needed all of that server capacity was during backup.” Teneja Group • “Traditional backup loads are a worst-case scenario for virtual servers.” Blogger
  • 15. Acronyms You Should Know RTO RPO
  • 16. Taking Advantage of Images • What’s in an Image? • An image is a completely encapsulated system stored as a binary file • Point-in-time copy of OS, Applications, Data, and Configurations • Captures running systems • Image-based Data Protection is called Backup 2.0 • No agents • Faster to capture • No disruption – no window
  • 17. Are Image-Level Backups Safe? • Consider recoverability of Backup 1.0 to Backup 2.0 – Entire system encapsulated in an image – Granular restore – Rapid recovery • Fewer Moving Pieces – Small number of larger files vs. very large number of smaller files – Hardware platform independence – Registry and driver issues are a thing of the past!
  • 18. Backup Methods & Opportunities • Selective Backup of Running VMs versus Powered Off VMs • vCenter Notes Amendment • Test of Storage Free Space • Support of Platform Advancements • Utilize Multi-Tier Storage Devices on the Network • Custom Backup Groups • Backups at Multiple Virtualization Levels
  • 19. B2.0: Simply Better Data Protection
  • 20. What is Image-Based Protection? • An image can be recovered on any system, anywhere – including on-premise, to cloud, and on dissimilar hardware • Enables point-in-time DR for environments, whole systems, single files, and application objects • Enables new levels of protection that were previously cost-prohibitive
  • 21. What is Image-Based Recovery? • Three things are recoverable from an image: Recovered – Image (reconstituted server) Object – File – Object (e.g.: email) Stored Image Recovered File • Files and objects can be recovered without image reconstitution
  • 22. Recovery Methods & Opportunities • Hot Copy of a VM for Test and Troubleshooting • Preserve Disk Mapping Best Practices • Selecting Network • Recovering a LUN-full of VMs • Traditional Backup Agent can be Recovered as part of the VM • Recover-As VM Renaming
  • 23. Two Methods for B2.0 Direct-to-Target SAN Proxy-Based Direct-to-Target Benefits: Proxy-Based Benefits: • No Backup Servers • LAN-Free Movement of Data • No Performance Bottleneck • Preserves SAN Investment • Maximum Performance Throughput • Enables Sweep-to-Tape for All Data for Networks, I/O, Storage • Shortest Possible Backup Windows • Shortest Possible Recovery Times
  • 24. The Big Picture - Tiered Environment
  • 25. Best Practices for a Small Environment • Implement image-based backups to offset traditional costs • Static servers – Weekly or bi-weekly full image backups • Dynamic servers – Weekly or bi-weekly full image backups – Incremental or differential daily • Line of business servers – Weekly or bi-weekly full image backups – Incremental or differential daily – Software replication on or off-site • Scrape Long-Term storage to tape regularly • Investigate cloud storage for Long-Term storage
  • 26. Best Practices for Mid-Sized Environment • Consider recovery SLA requirements per workload/application • Displace traditional agents to save costs • “P2V” Disaster Recovery • Static Servers – Weekly full image backup • Dynamic servers – Weekly or bi-weekly full image backups – Incremental or differential daily • Line of business servers – Weekly or bi-weekly full image backups – Incremental or differential daily – Storage array-based snapshots and replication on and off-site • Secondary storage costs become a concern for long-term data storage
  • 27. Best Practices for Large Environments • Consider recovery SLA requirements per application • Dynamic mix of technologies to meet defined SLAs • Infrastructure server/Tier 3 applications – Weekly or bi-weekly full image backups • Tier 2 applications – Monthly/bi-weekly image backups – Incremental or differential daily – Regular storage snapshots – Software replication on or off-site • Tier 1 applications – Monthly/bi-weekly image backups – Incremental or differential daily – Regular storage snapshots – Storage-array replication on or off-site
  • 28. One Size Does Not Fit All • Tiered Environment = Tiered Protection and Management • SLAs Determine Your “Best Fit” Backup/Replication Methodology • Be Creative = Virtualization Allows You to Reinvent Data Protection and Disaster Recovery