Chapter 7. Tertiary Storage Management
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## Chapter 7. Tertiary Storage Management

This chapter describes some strategies for optimizing storage management:

- “Tertiary Storage Devices” describes the mass storage options available today.

- “Connecting to a Host Computer”, talks about cabling tertiary storage devices to server machines.

- “Storage Management Applications”, discusses tertiary storage software for backup, archive, and hierarchical storage management.

## Tertiary Storage Devices

This section discusses the hardware currently available for tertiary storage, also called nearline storage. The hardware used for secondary storage is usually magnetic disk, which offers the advantages of permanence, rapid random access, and decreasing cost. Laser-activated protein storage may eventually provide even higher capacity and lower power consumption than magnetic disk. Primary storage usually refers to chip-based electrical memory such as cache or random access memory (RAM).

### Tape Drives

Tape drives, because of their rewritability and low cost per unit of data stored, are now the preferred method for backing up data to protect against data loss.

#### Tape Usage

Tape cartridges cost from US$10 for a 2 GB DAT tape to almost US$100 for a 35 GB DLT tape. Cost per megabyte (now about 1¢ including amortized tape drive investment) has been declining as tape capacity increases while cartridge price remains about constant.

By comparison, storage on magnetic disk, which of course provides rapid and random access, now costs under 10¢ per megabyte and is declining more rapidly than tape cost.

The typical magnetic tape lasts about five years, and can be rewritten hundreds of times. Just before a tape fails, its soft error rates rise. OpenVault can transmit the soft error rate as reported by hardware. After a tape fails, there is no good way to recover the data stored on it. OpenVault can monitor the total number of reads and writes to a tape; so you can arrange transfer of data to new media before the tape fails.

Table 7-1 shows the characteristics of several popular tape drives now on the market.

Table 7-1. High Capacity Tape Drives

Drive | Native Capacity | Data Rate | Cartridge Load Time | Tape Size | Expected MTBF | Power Needed | Typical Price
--- | --- | --- | --- | --- | --- | --- | ---
AIT-2 | 50 GB | 6.0 MB/sec | TBD | 8 mm | 250,0000 hours | +5V +12V | TBD
DDS-3 (DAT) | 12 GB | 1.0 MB/sec | 30 secs | 4 mm | 35,000 hours | 6 w | $1500
DLT 4000 | 20 GB | 1.5 MB/sec | 45 secs | 1/2 in. | 80,000 hours | 25 w | $3600
DLT 7000 | 35 GB | 5.0 MB/sec | 40 secs | 1/2 in. | 200,000 hours | 37 w | $8500
DLT 8000 | 40 GB | 6.0 MB/sec | 37 secs | 1/2 in. | TBD | 140 w | TBD
EXABYTE Mammoth | 20 GB | 3.0 MB/sec | 20 secs | 8 mm | 200,000 hours | 15 w | $4200
IBM Magstar 3570 | 5 GB | 7.0 MB/sec | 16 secs | 1/2 in. | 3 year uptime | 40 w | $8500
IBM Magstar 3590 | 10 GB | 9.0 MB/sec | 16 secs | 1/2 in. | 3 year uptime | 60 w | $25000
LTO Ultrium | 100 GB | 15 MB/sec | - | 1/2 in. | - | - | $4000
Sony AIT | 25 GB | 3.0 MB/sec | 7 secs | 8 mm | 200,000 hours | 12 w | $5200

#### Preventative Maintenance

Tape drives should be kept in low-dust environments with moderate temperature and humidity. They should be cleaned when the cleaning light comes on, or in the absence of a cleaning indicator, at regular intervals as recommended by the manufacturer. If a tape drive has a cleaning indicator, it is best to clean the drive only when indicated, in order to reduce wear on the tape heads.

Using high quality media helps preserve tape heads and can reduce cleaning intervals. Always discard cleaning cartridges before they reach the end of tape.

Pay close attention to drive alerts and media faults and act quickly to resolve problems. Monitor your tape drives daily, and read the error logs. Tape drives usually give out subtle indicators before failing. More frequent error correction code (ECC) messages often indicate impending drive failure. Perform read-write confidence tests at regular intervals, because testing can identify failing hardware before data loss occurs.

### Optical Drives

For software and data distribution, and for archival purposes, optical drives have now surpassed magnetic tape.

In moderate quantities, compact disc (CD) can be manufactured for under 50¢ a copy. Writable compact disc recordable (CDR) media now cost under $3 each. (Rewritable CDWR media now cost almost $20 each.) CDR burners have been declining in price to well under $500 today. Although the CD format is limited to about 650 MB, the digital versatile disc (DVD) format offers backward compatibility with CD, and much higher data capacity, variously quoted between 4 GB and 17 GB.

Although the cost per megabyte is much higher for CD than for magnetic tape, optical data can last virtually forever. The problem is that data must be staged before writing to disc, making the CDR inconvenient as a backup device--tapes can stop and start.

### SCSI Media Changers

The SCSI 2 standard specified a range of commands for interfacing with removable media libraries, also called autochangers or jukeboxes. Such devices contain one or more tape or optical drives, and robotic mechanisms to exchange cartridges between storage slots and a drive. SCSI media changers can cost anywhere from under $4000 to much more, depending on the number of drives and slots configured in the device.

There are many manufacturers of SCSI media changers, and robotic designs vary, but most media changers include one or more of the tape drives listed in Table 7-1.

When media changers are configured with multiple drives, they can also have multiple SCSI interfaces so that drives can operate concurrently. It is most useful to have two or more drives in a media changer, and as many storage slots as possible. Device control may be done over a serial line, or by means of the lowest numbered SCSI interface.

### Silo Libraries

When data transfer speed and aggregate storage capacity are at a premium, datacenters often choose proprietary silo libraries from ADIC DAS, EMASS Grau, IBM, or STK. These silo devices contain high-speed robotic mechanisms and multiple tape drives, and operate under control of a dedicated computer interface, rather than under the SCSI standard. Each tape drive usually has a direct SCSI connection to a network server, however.

In OpenVault documentation, silo libraries and SCSI media changers are classified as removable media libraries.

## Connecting to a Host Computer

This section offers guidelines for connecting drives and removable media libraries to host computers such as SGI servers.

### SCSI Connection Guidelines

A lot has been written about maximum SCSI cable length. This is not usually an issue because SCSI cables are available only in approved lengths. For single-ended SCSI, the maximum cable length is 6 meters, and 3 meters is the recommended maximum.

Differential SCSI improves signal integrity; so data can be transmitted farther and faster than with single-ended connections. Differential technology doubles the number of signal wires, with each second wire carrying an inverted signal--because measuring the difference between two signals is more reliable than measuring a single binary signal. The recommended maximum cable length for differential SCSI is 25 meters.

In practice, any type of SCSI bus should be as short as possible with as few connections as required. The SCSI-2 standard allowed up to eight SCSI addresses, whereas SCSI-3 allows up to 16 addresses. On IRIX systems, address zero is reserved for the controller.

External devices must be terminated with an externally mounted SCSI port terminator on the rear of the drive. Terminators are not required on internally mounted drives, because internal termination is handled on the SCSI drive backplane.

Active terminators may be used to improve signal integrity on either single-ended or differential SCSI busses. Active terminators are usually battery powered and come with an LED to indicate that they are working. Some have an external power supply.

Sometimes you hear that you should cable high-speed devices closest to the SCSI controller, with low-speed devices further out. In practice, however, most SCSI busses are limited by the speed of the slowest communicating device, no matter what its position.

Table 7-2 compares the bandwidth of different SCSI types.

Table 7-2. SCSI Types and Speeds

SCSI Type | Data Word Size | Clock Speed | Bandwidth | Cable Length
--- | --- | --- | --- | ---
narrow | 8 bits | 5 MHz | 5 MB/sec | 6 meters
wide | 16 bits | 5 MHz | 10 MB/sec | 6 meters
fast/narrow | 8 bits | 10 MHz | 10 MB/sec | 3 meters
fast/wide | 16 bits | 10 MHz | 20 MB/sec | 3 meters
Ultra fast/wide | 16 bits | 20 MHz | 40 MB/sec | 1.5 meter

SCSI-1, SCSI-2, and SCSI-3 refer to different protocols, with higher protocol numbers having additional commands and interfaces. People often mix up protocol with speed, bandwidth, and even connector type. In general, SCSI-1 is 5 MHz, SCSI-2 is 10 MHz, and SCSI-3 (or UltraSCSI) is 20 MHz.

Figure 7-1, Figure 7-2, and Figure 7-3 illustrate three types of connectors that are in wide use today:

Figure 7-1. 68-pin Wide SCSI-3 Connector

Figure 7-2. 50-pin SCSI-2 Connector (Mini-micro)

Figure 7-3. 50-pin Centronics Parallel Connector

The first is the only type that can be used on fast and wide SCSI busses. The second and third types are functionally equivalent. The third type costs less than the second, but has a tendency to slow down the bus, and it should be used only with slow devices.

It is critical to put narrow devices at the end of a wide bus, with the wide bus terminated on the upper data lines and signals at the transition point. This results in fewer problems. SGI sells 68-pin to 50-pin (both mini-micro and Centronics) SCSI cables that have termination built in to the connector at the wide end.

Sustained bandwidth is typically no more than 80% of the peak bandwidth. It depends on the quality of disk drives and communicating drives. Transfer rates decrease when you put too many devices on the same SCSI bus.

For maximum bandwidth, it is best to place two fast devices on different SCSI controller. For example, if you have three DLT 7000 drives intended for an Origin2000, attach each one to a separate SCSI bus on the XIO card. This way there will be little bus contention, and the Origin2000 server will be able to drive them all near their rated throughput.

### SGI Servers

OpenVault runs on SGI servers including the Origin 200 server, Origin 2000, and Origin 3000 server family. For server information, see the server hardware manuals.

## Storage Management Applications

This section gives an overview of software currently used for tertiary storage.

### Scheduled Backup

The principal purpose of backup is to provide fall-back data in case of disaster. As a side benefit, backup allows users to recover files that they delete accidentally. In practice, the side benefit occurs more often, but is less important in the overall scheme of things.

#### Full, Incremental, Differential, and Network Backups

In OpenVault database marketing literature, scheduled backup is often called fully-automated lights-out backup. This means that data backup occurs unattended, usually in the middle of the night when system load is low or nonexistent.

Suppose you have a server with 1 TB (terabyte, equal to 1000 GB) of data to safeguard. Dumping all the data to tape is called a full backup. Two DLT 7000 drives would take over 27 hours to copy this data, not including tape changing time (29 tapes are required). Fortunately not all data needs daily backup, because certain files seldom change.

The time-consuming and data-intensive nature of full backups led to the invention of incremental and differential backups. An incremental backup saves any data changed since the last backup. A differential backup saves any data changed since a full backup (level zero), or since a differential backup of lower level. Differential backups are also called level backups. Figure 7-4 shows a scheme using incremental backups during the week, and various levels of differential backups during weekends. Unlike incrementals, repeated level-one backups would go all the way back to a full backup.

Figure 7-4. Incremental and Differential Backups

Because incremental and differential backups save only files that change, less data is involved, reducing backup time and overall tape consumption. The downside is that more tapes are required to restore a filesystem, because full backups must be overlaid with increasing levels of differential backups, then with incremental backups.

Scheduled backup software should be able to include and exclude specific sets of files. Some filesystems can be recreated from software distributions, except for a limited set of files that should be saves. On UNIX systems, core dumps do not typically need saving.

The advent of robotic tape libraries has made the distasteful task of changing tapes for weekend backups all but a thing of the past. It has also reduced total backup time, because robotic libraries can change tapes as soon as they become full, rather than waiting for an operator to load a new tape.

In most places, the backup window starts when the last employee goes home, and begins when the first employee arrives at work. (Backup is less reliable when files are changing.) Capacity planning should take into account the amount of data to be saved, the duration of the backup window, and the bandwidth of backup hardware.

Network backup has become critical now that productive work occurs on workstations and personal computers. Cost and performance considerations dictate that important data be kept on local disk. For convenience, and to ensure the integrity of backup data, workstations and personal computers can be backed up across the network. This is the usual client-server model--a server with huge tape capacity backs up a set of clients.

#### Backup Software

To reduce the workload for system administrators, backup software should provide convenient file retrieval for backup clients, including file search and version facilities. This brings up the security issue. Backup software must preserve normal system security, not allowing searching or recovery of other users' files. At the same time, administrators must be allowed to recover data for departed users, and to move data from one client to another when necessary.

Scheduled backup software should help you manage media, by including features for tape recycling, media aging, device cleaning, and perhaps bar code reading. Software should also be able to log backup failures due to power loss, hardware problems, and media bad spots, and notify administrators when intervention is required.

As stated above, the principal purpose of backup is to provide a cost-effective method for disaster recovery. For this to work well, you must create a disaster recovery plan and test all procedures to make sure they work correctly.

Storing backups offsite, in a fire vault, or both ways, is your only hope of recovery from fires and natural catastrophes. Clearly the frequency with which these are done equals the amount of work at risk: monthly offsites jeopardize a full month's data.

#### Supplemental Software

Database backup presents a challenge for backup software, because databases change internally, rather than on a per-file basis. Backing up a large database can take longer than the backup window allows. As a solution, database vendors often provide backup methods to save only changed data, and to roll in these changes if recovery is needed.

Taking a database offline for backup is simpler and faster, although many databases have 7-day, 24-hour uptime requirements. Saving from a live database is called hot backup.

Archiving involves taking a snapshot of data files as they reside on disk at a given time. The snapshot image is typically stored on removable media, such as tape or optical disc. Once the snapshot is safely stored, archived files may be deleted to conserve disk space. Whereas the goal of backup is to protect data against accidental loss or damage, the goals of archiving are to preserve data and to conserve online storage space.

Archiving is normally performed on data associated with specific projects, rather than on an entire system. Backup tapes are usually recycled or discarded, while archive media are intended to last a long time. For this reason, recordable CD is the ideal archive media, because it is more universal and permanent than tape.

### Hierarchical Storage Management

HSM (hierarchical storage management) is a storage strategy that involves moving files from one medium to another, based on configurable a set of rules. One common rule is based on access rate--when a file becomes inactive, it get migrated. Storage hierarchy is usually governed by media cost and random access time. The goal of HSM is to conserve network storage resources, thereby providing users with a seemingly infinite storage capacity, at the lowest possible cost.

HSM was developed in the 1970s for use in mainframe applications, when disk storage was much more expensive than it is today, and tape storage was comparatively cheaper. According to one HSM manufacturer, between 60% and 80% of files on a typical system have not been accessed in 90 days; so HSM remains a viable strategy.

After migration, a stub file is left on disk as a link to the actual file on alternate media. When a user accesses a stub file, the HSM software locates the actual file on alternate media and restores the original data to disk. Most HSM systems are configured with three types of storage:

- Online (hard disk drives)

- Nearline (often magneto-optical jukeboxes for random access)

- Farline (usually high capacity tape drives)

While hard disks have file access time in the millisecond range, optical jukeboxes have access times in the multiple second range. Tape libraries have file access times that vary widely depending on where data exists on tape, on the order of several minutes.

Most HSM software can be configured with a list of directories not to migrate. Also, the administrator can set high and low watermarks for migration time at each storage level, thereby controlling latency to suit user preferences.

### Enterprise Storage Control

In large networks of heterogeneous systems, the management of scheduled backups can be a major chore. Several products are available to help deal with enterprise issues.

SNMP (simple network management protocol) has features to help manage backups in a network environment. Many network management products integrate SNMP support.

Alexandria, a high-performance backup product by Spectra Logic, can coordinate server and database backups across large networks, and includes facilities for cross-backup and storage node sharing.

NetWorker, a backup product for heterogeneous networks by Legato Systems, optionally includes GEMS (global enterprise management system) for managing storage nodes and enterprise backup scheduling.

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