Dan's Blog

A reader's take on Big Data

Every time I post something on "Big Data," I get quite a bit of Email with readers' thoughts on a good definition. A reader calling himself /herself "Mikey" sent a very short response that went to the heart of the topic. Here's a segment of what "Mikey" had to say:"

Think three Vs.

  • Volume - The sheer amount of data, whether from a webscale user base (Twitter, Facebook) or a huge amount of machine/sensor data (clickstreams, power grid monitors etc.)
  • Variety - Data is more than validated strings in fields - it's text, images, video, and all sorts of machine data formats
  • Velocity - Wherever and whoever it's coming from, you have to capture tens or hundreds of thousands of writes per second, maybe even millions. You need distributed systems, usually, because if you just try to throw performance and hardware at it you'll eventually always lose.

I would also add extreme amount of retail point of sale data to the reader's "Volume" list. Other than that, "Mikey" has the use case nailed.

The technology that supports Big Data, on the other hand, is much to complex to describe in a few short bullets.

Is cloud computing a way to address IT's budgetary issues?

I recently had an interesting discussion with the folks of Zenoss. Some of the ideas touched on in that conversation follow.  This is a reprise of an article published on Zenoss' website. Thanks again, Zenoss, for the interesting discussion.

Many IT organizations have long faced the challenge created by one of the following realities:

  • The IT budget remained the same year-over-year, but IT’s responsibilities grew or,
  • The IT budget was reduced while the responsibilities stayed the same.

As 2012 looms on the horizon, IT executives are struggling with the budgetary process and are trying to find some breathing space in all of the bad news. Even though there are glimmers here and there of an improvement, it is clear that IT's world is never going back to what it was before.

Every obvious cost reduction strategy has already been tried or adopted

The organization has already outsourced research and development to a third party or moved development to a country that offers a lower overall cost structure. While this approach lowered some staff related costs, other issues came to the forefront. Some of them were difficult to resolve. Quality control and timeliness of project deliverables created some challenges. When bugs or workload slowdowns emerged, it was more difficult to get the right people focused on the problem. This approach has worked for some organizations but has not been so successful for others.

NY Times article scratches the surface of Big Data

During my morning news scan, I came across "For Start-Ups That Aim at Giants, Sorting the Data Cloud Is the Next Big Thing" by Malia Wollan. Although the article starts off as a general treatment of Big Data and why it is becoming an increasingly important area of technology, it then turns into a review of Splunk and a few profiles of Splunk customers. This, of course, doesn't tell the whole story.

In my article "What is "Big Data?," I pointed out that "Big Data" is a catch phrase that first appeared in the high performance/technical computing segment of the overall IT market. Suppliers of many different types of virtualization technology have been presenting why their product or service is a critical requirement for a potential customer interested in deploying a "Big Data" application.

Some of these suppliers are speaking about the use of a distributed cache mechanism, one supplier calls this "memory virtualization," in order to allow a large number of systems to access a huge, rapidly changing data sent. The key here is rapidly changing. The data sets in question are updated so frequently that a traditional database engine could not possibly keep up.

How much availability is enough?

It is amazing to me that the same topics come up again and again when speaking with clients. This time, the topic was how to obtain higher levels of application or workload availability. The client in question wanted to understand when a continuous availability/fault tolerant system (FT) is preferred over a software-based High Availability (HA) solution. I wrote about this in April 2007 and thought I'd refresh that article here.

FT solutions go beyond HA fail over solutions to present an environment that is never seen to fail not merely an environment that survives a failure.  Some suppliers of FT technology call this "fail through" rather than fail over. I thought that was a well known concept and was surprised to find that the distinction is still not clear to some.

How different layers of virtualization technology can help

Here's a summary of how virtualization technology operating at different levels of the Kusnetzky Group model make applications and workloads more highly available:


  • Access Virtualization —Access to application solutions can be virtualized.  If the back end system fails, the individual using the application is connected to another system that offers the same application. Both Microsoft and Citrix have excellent products in this area. More sophisticated access virtualization software may make this process automatic. Even more sophisticated products in this area will remember the state of the application and give the impression that nothing ever failed. Doing this last bit, however, usually involves other forms of virtualization. This fail over process, by the way, is unlikely to be instantaneous.
  • Application Virtualization —Application frameworks may offer load balancing and failover capabilities. The application framework monitor, upon detecting either a failure to meet service level objectives or some other type of failure, would start the application on another machine. Once again, the process could be automatic or require manual intervention. If other types of virtualization are in use, the actual state of the application could be saved during the process. While this process may happen quickly, it is likely that individuals using the application would notice a pause or a slow-down.
  • Processing Virtualization —Processing virtualization, which includes clustering, parallel processing and virtual machine software, may offer similar load balancing and fail over capabilities to that offered by application framework virtualization for selected or all applications on a given system. The key difference between the levels of virtualization is that application framework virtualization only virtualizes applications running in that framework. Processing virtualization makes it possible for applications, data management products or even basic system services to fail over to another system. As with the other forms of virtualization, the fail over process can take some time.
  • Storage Virtualization —Virtualizing storage often a necessity for all of the other forms of virtualization. After all, what good is moving an application over to another system, if the data it was processing is no longer available. Storage virtualization could be implemented using special purpose software on general purpose systems or by moving the entire storage function to a special purpose storage server.

What happens if a failure or outage isn't acceptable

All of these are well and good. What happens, however, if a specific application or workload can never be seen to fail? Now we're entering into the realm of FT systems.  In this case special purpose, redundant hardware configurations are deployed that are run in lock-step.  If one component of the system fails, the other continue working and the application does not fail. Stratus Technologies is a supplier of a single-system approach. Stratus and Marathon are both able to do this trick as well with multiple computers and sophisticated, tricky software. Stratus' single-system approach would be faster because component failures are managed in hardware.

CA APM 9.1, Powerful, Comprehensive and Confusing

CA recently launched an update to its Application Performance Management suite. I had some basic questions about what they were doing and more importantly, how the company was doing it. I guess my questions went somewhat beyond what company representatives normally get during a product launch briefing.  I ended up speaking with CA several times. In the end, it is clear that this product is part of a comprehensive collection of products designed to help organizations manage their complete IT infrastructure.

A big part of my challenge was dealing with CA's segmentation of IT infrastructure itself. CA doesn't speak about the layers of software and hardware technology in use and how CA's products would help organizations get a glimpse into a highly complex, distributed, multi-vendor, multi-platform application environment. Instead, the company speaks of the following segmentation: executive, operations, applications and infrastructure. I found this very confusing. I later discovered that CA's different business units, hereby called "silos", looked at different parts of the software and hardware infrastructure. Each, I suspect, uses a different model.

HotLink's CEO responds

HotLink took umbrage at my resent post "HotLink invites everyone to the VMware lock-in party" and wanted to respond.  When I was contacted by the company's PR firm, I invited HotLink to respond. HotLink's CEO, Lynn LeBlanc, too the time to craft a response. 

Here is HotLink's response

In response to yesterday’s blog, I would like to provide some comments on the HotLink solution and clarifications on where we are going with the company.  Our long-term objective in starting HotLink was to provide an open, vendor-agnostic platform for managing complex heterogeneous environments whether virtualized, cloud-based or physical.  My co-founders and I have a long history in working with large, complex data centers, and we felt strongly that a new kind of automation was needed to transform these environments for the future.  With that end in mind, we built the HotLink SuperVISOR platform.  The 1st instantiation of this platform enables native, cross-platform hypervisor interoperability for VMware vCenter users spanning VMware vSphere, Microsoft Hyper-V, Citrix XenServer and Red Hat KVM.  In the future, HotLink will be launching integrations to other management environments to provide native cross-platform support, as well.

MokaFive offers holiday cheer to VMware ACE users

VMware quietly mentioned that it was ending the availability of it's VMware ACE product on December 31, 2011. No big announcement has been made. VMware is being good enough to continue to support the product for a time, but is not offering a substitute product. MokaFive, however, is rushing to the aide of those customers by offering its product, a product that offers a super set of VMware ACE functions, at a drastic discount.

Here's what MokaFive has to say about this program

MokaFive, known for its innovative desktop-management solutions, announced today that it is providing an alternative to VMware ACE- a product that is being discontinued at the end of the year - at a 75 percent discount off of MokaFive Suite's list price.

While VMware plans to continue support for ACE through 2013, the company has announced it will discontinue the sale of new licenses. For a limited time and to help fill the void, MokaFive is offering its award-winning virtual-desktop-management solution to current VMware ACE customers for just $38/seat/year.

MokaFive Suite offers features and functionality similar to VMware ACE, with added benefits that include cross-platform support, the ability to self-recover from failures and the capability to update images unobtrusively in the background. VMware ACE users can be up and running on MokaFive within a matter of minutes. New users can be added at the same price for as long as customers continue to use the product.

When should midsize businesses consider cloud computing?

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Midsize companies have faced very difficult times over the past few years. Although there certainly was a need to offer an ever-increasing list of IT-based solutions, the budget simply wasn't there. In fact, it is very likely that either the IT department’s responsibilities grew and the budget stayed the same or the budget was reduced while the responsibilities stayed the same. This has been a way of life for IT for the last decade. This has caused IT departments to be increasingly creative in how costs can be avoided or reduced.

Over the years a number of different approaches have been deployed to reduce costs while maintaining previous levels of service or find ways to add new services while keeping overall costs in line with previous years.

If we look at the state of most organization’s IT department, just about every obvious type of cost reduction has already been taken. Here are a few of the steps most organizations have either considered or actually adopted.

Typical cost reduction approaches

Some IT-intensive organizations have moved portions of research and development for IT solutions  to a lower cost geography. While this has reduced staff-related costs, it often increased communications cost and application lifecycle management complexity.

The announcement message has been recalled. What's an analyst to do?

I often receive Email messages containing a provocative press release that is designed to launch a product, a new service offering or a partnership or alliance.  Sometimes, really eager PR folks will follow up and call me as well.

From time to time, those PR folks call or send an Email message pulling back the announcement. Usually, this has something to do with final preparations to launch a product or service are not yet completed. If the delayed or canceled announcement has something to do with a partnership or alliance, one or more of the partners were not happy with the final messaging and wanted time to work to fix it.

Once the press release is in the hands of an analyst and it was pulled back, what's an analyst to do? Here are a few thoughts:

If the press release was held under a non-disclosure agreement or embargo until a specific date, then the pull-back means that the analyst should discard the message and wait for the revised message to appear. On many occasions, a replacement message never arrives indicating that announcement has died an ignominious death.

Stratus offers uptime assurance for VMware vSphere 5 clouds

Stratus Technologies

as been working with VMware to increase the levels of availability and reliability of VMware's virtualization environment by hosting critical components and complete workloads on its fault tolerant servers.

If your organization relies on VMware to create virtual server environments and internal clouds,  then VMware's vSphere 5 is one of those critical components. Stratus, in a recent announcement, commented on its work with VMware to host vSphere 5 on the company's Stratus® ftServer® family. Stratus claims that these systems offer uptime of 99.999% or better (5.26 minutes of downtime annually).

Stratus' ftServer offers a single-system continuous computing environment that can expand up to 24 processor cores with hyperthreading to virtualize mission-critical applications, run virtualization management software, host VDI, and ensure the extremely high levels of uptime.

What Stratus has to say about its ftServer

The ftServer system is the only product -- software or hardware -- that proactively guards against downtime, data loss, and failover resulting from a failure of the server or vSphere hypervisor running on it; Stratus backs its claim with a $50K uptime guarantee. Stratus' resilient hardware and software technologies, combined with proactive availability monitoring and management services, set the standard for uptime assurance. With a broad range of server configurations and price points to select from, data-center operations running vSphere on single ftServer system can benefit from:

When is virtual machine software the wrong choice for SMBs?

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Mid-size companies are being overwhelmed with hype about virtualization. This has led some to adopt technology that really isn't the best choice to meet their business requirements. Let's consider what virtualization really is, how long it has been in use, the many layers of virtualization in use today, look more deeply at processing virtualization (virtual machine software is one of five types of virtualization found in that layer of virtualization technology) and then consider what technology should be considered to meet your company's business requirements.

What is virtualization anyway?

Virtualization is taking advantage of excess computing resources, such as processing power, memory, storage or networking capacity, to create an artificial environment for functions or, perhaps, entire images of client or server systems!

The goal is providing that function or system image an artificial environment that best fits the needs of that function or system. The real, physical environment might be sharply different than the artificial environment used by that function or system image.

HotLink invites everyone to VMware's vendor lock-in party

HotLink just announced SuperVISOR for VMware, a tool allowing VMware's vCenter management environment to not only manage VMware's virtual machine environment, but also manage Microsoft's Hyper-V, Citrix's XenServer and even KVM that is part of Red Hat's Enterprise Linux.

On the one hand this makes it possible for an organization's IT department to use just one set of management tools. On the other hand, HotLink can be seen as helping increase VMware's hold on its customer base and, potentially, bring new companies "into the fold."

Here's how HotLink describes their product:

HotLink SuperVISOR™ for VMware is a virtual integration and transformation platform that extends the robust management capabilities of VMware vCenter to all major enterprise hypervisors — including Microsoft Hyper-V, Citrix XenServer and Red Hat Enterprise Linux (KVM). Unlike overlay solutions that provide basic cross-platform features on top of native management toolsets, HotLink SuperVISOR for VMware abstracts the virtual infrastructure so you can support other hypervisors utilizing the underlying capabilities of VMware vCenter. No additional management dashboard is required!

Is StillSecure jumping the gun on mid-market cloud security?

Security is one of the pressing issues when large enterprises consider deploying some workloads in a cloud computing environment. Rajat Bhargava, Chairman and CEO of StillSecure recently stopped by to discuss how his company is working to address this and other needs in a cloud computing environment.

StillSecure's strategy is based upon two premises: 1) the industry is seeing a fundamental shift to outsourcing IT functions and 2) soon, enterprises will be looking to services providers, hosting companies and telecom providers for secure, well-managed environments in which to host their important workloads. Based upon those premises, StillSecure has been building tools and offering services to mid-market companies in the hopes of making their journey into the clouds safe.

To that end, StillSecure is offing the following products to service providers and services to end user organizations:

  • Managed firewall to prevent unauthorized access to the customer's network and securely track and control access to data. The company also offers a managed web application firewall to guard web-based applications.
  • Managing client-owned equipment (Fortinet FortiGate or Cisco ASA UTM)
  • File Integrity Monitoring to assure customers that changes to data are authorized.
  • Log Management Service to consolidate and correlate log events from network systems, devices applications and tools making it more easily possible for organizations to comply with PCI requirement 10
  • Managed high-speed intrusion detection/prevention to identify and stop network attacks before they can cause damage
  • Vulnerability Scanning Service to systematically scan for network vulnerabilities
  • Managed VPN to create secure network "tunnels" allowing offsite users to access business systems and resources
  • PCI complete service that combines PCI procedures, a complete suite of network technologies and StillSecure's exprertise.

Snapshot analysis

Although I think StillSecure's vision is a good one, I think that the timeline that they're working on doesn't match what I've seen in the market place. Cloud adoption is not progressing along the same path as the adoption of other procedures or technologies. I wrote an article about the strange cloud adoption cycle for a Kusnetzky Group client. If you're interested, it can be found here: Strange Cloud Adoption .

Wanova's Barry Phillips asks "what is desktop virtualization?"

Barry Phillips, Chief Marketing Officer and Vice President of Sales at Wanova had problems trying to comment on Why hasn't desktop virtualization taken over the world?. It appears that ZDnet's comment system wouldn't accept his comment for some reason. After telling him that "the dog must have eaten it," I promised to make is comment a central theme of today's post.

Barry Phillips' comment

Unfortunately there is confusion with Desktop Virtualization (DV). Most people think that VDI and DV are synonymous. VDI is one small use case of DV and is for static images over a high-speed connection to a thin client device. VDI is not a solution for the 600 million business PCs. For DV to be successful, it has to provide centralized image management that IT needs but enable the image to run local on the PC.

Desktop virtualization is more than merely VDI

Barry has a really good point, a point that I'd like to expand upon in this article. A whole section of my book "Virtualization: A Manager's Guide" is devoted to the topic of Desktop Virtualization. If you don't mind (and even if you do), I'd like to included a snippet of the book to support what Barry is saying.

Seattle Children's replaces PCs with Wyse Zero Clients supported by Citrix XenApp and XenDesktop

I always appreciate the opportunity to speak with folks who actually use technology. It gives me a much better picture of a product than I get when talking with vendor representatives. This time, I had the opportunity to speak with Wes Wright, VP and CTO of Seattle Children's and Jake Hughes, Chief Technical Architect for Infrastructure Systems.

Please introduce yourself and your organization?

We're Wes Wright, VP and CTO of Seattle Children's and Jake Hughes, Chief Technical Architect for Infrastructure Systems for Seattle Children's. Jake is also responsible for the design and ongoing operations of the VDI solution in use.

Seattle Children's Hospital provides excellent patient care with compassion and respect, and conducts leading-edge pediatric research. The hospital also serves as an educational resource for patients, families and healthcare professionals. It was founded in 1907. It is ranked as one of the top 10 children's hospitals in the U.S. It serves as as the pediatric referral center for Washington, Alaska, Montana and Idaho. It currently has a 250 bed hospital. They are building another wing right now. The plan is to grow to 600 beds of the next 30 years.

Why hasn't Desktop Virtualization taken over the world?

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Yesterday afternoon, I presented a web seminar "What is Desktop Virtualization and Why Hasn't it Taken Over the world?" for O'Reilly Media, the publishers of my book "Virtualization: A Manager's Guide." In spite of the presenter, it appeared that the session was well received. I thought you'd like a quick summary of the 45 minute-long session.

What is desktop virtualization?

Desktop virtualization means different things to different suppliers. For the most part, desktop virtualization is the use of one or more of four different virtualization technologies to create an artificial desktop computing environment.

The four virtualization technologies in use include:

  • Access Virtualization — hardware and software technology that allows nearly any device to access any application without either having to know too much about the other. The application sees a device it’s used to working with. The device sees an application it knows how to display. In some cases, special purpose hardware is used on each side of the network connection to increase performance, allow many users to share a single client system or allow a single individual to see multiple displays.
  • Application Virtualization — software technology allowing applications to run on many different operating systems and hardware platforms. This usually means that the application has been written to use an application framework. It also means that applications running on the same system that do not use this framework do not get the benefits of application virtualization. More advanced forms of this technology offer the ability to restart an application in case of a failure, start another instance of an application if the application is not meeting service level objectives, or provide workload balancing among multiple instances of an application to archive high levels of scalability. Some really sophisticated approaches to application virtualization can do this magical feat without requiring that the application be re-architected or rewritten using some special application framework.
  • Processing Virtualization — hardware and software technology that hides physical hardware configuration from system services, operating systems or applications. This type of Virtualization technology can make one system appear to be many or many systems appear to be a single computing resource to achieve goals ranging from raw performance, high levels of scalability, reliability/availability, agility or consolidation of multiple environments onto a single system.
  • Management of virtualized environments — In the case of desktop virtualization, this means the management of a combination of some of the following: virtual machine software, operating system, application frameworks, applications, database manager, user personalization and/or user data to create a secure, reliabile, movable artificial client system or environment.

Why hasn't desktop virtualization taken over the world?

Each of the desktop virtualization suppliers tends to use a different mix of the four virtualization technologies and pretends other approaches don't exist. This creates confusion. This confusion can be seen as one of the reasons that we aren't all using virtual desktops in our day-to-day computing.

Users of virtualized desktop environments are reaching for different goals (which also tend to direct the seleciton of virtualization technology). Some are seeking better management and control of local and remote desktop systems. Others are seeking ways to better manage operating system or application installation, operation and updating. Still others are looking for ways to isolate applications and workloads so that updated or changing environments can not have a negative impact on productivity. Suppliers are addressing these different requirements in different ways.

Key Selection Criteria for SMB Vendor Selection

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I recently attended an analyst forum presented by IBM’s System and Technology Group (STG). A session on how IBM plans to create a competitive advantage caused me to think about key selection criteria executives of Small to Medium Businesses (SMBs) should apply when selecting a hardware supplier.

Although this isn’t a complete list of selection criteria, each of these points would help an executive wade through all of the material and the promises being made by vendors:

  • Does the supplier have a reputation of following through on its promises? Can customers count on a supplier not to sell off a complete business unit to a third party? IBM, for one, has a reputation of following through on its promises. Customers know that the company is not going to sell, for example, IBM Power Systems to a third party. This means that customers trust what IBM says. Do the suppliers being considered have as good a reputation?
  • Are the systems being proposed reliable and manageable? Can they be counted on to perform their function for the entire life of the system? Can ongoing costs of hardware be reliably projected or would the selection of a vendor mean that long term planning is likely to be a hit or miss proposition? Customers don't like surprises and suppliers such as IBM seldom offer them.
  • Does the supplier have a long, continuing history of investing in research and development? What significant technological advances can the supplier claim? Is it clear that the supplier is going to be an innovator for the foreseeable future?
  • Has the supplier been a good partner over time? Some companies wait for partners to develop a market and then swoop in to try to take over that market. Even the best partners of a supplier like that will be tentative when dealing with a potential competitor. IBM’s track record is really good in this area. IBM might buy a partner to gain a strong entry into an emerging market, but the company seldom displays predatory behavior patterns.
  • Is the supplier working on a holistic approach that encompasses hardware, software and services? IBM’s Smarter Computing programs and services are examples of holistic thinking.
  • Does the supplier offer “Purpose built systems” or a “computer science project”? Making life easier for customers and partners can be a very important element in customer satisfaction.
  • Is the supplier always looking for ways to lock in customers and keep them from utilizing other suppliers’ products and services? IBM's investments in open standards and its practice of welcoming everyone to the party can make everyone feel more comfortable starting with or adding IBM products later.
  • Does the supplier operate worldwide or is it focused on a single country or region. A supplier that has a worldwide footprint is likely to be a better partner to SMBs hoping to grow through international sales and partnerships.

Although certainly not a complete list of decision criteria, this list of things to consider could be very helpful in the vendor selection process.

This post was written as part of the IBM for Midsize Business program, which provides midsize businesses with the tools, expertise and solutions they need to become engines of a smarter planet.


Highland Solutions talks about the SugarCRM/IBM alliance

Scott Taback, VP of Business Development at Highland Solutions, took time out of his busy schedule to share some thoughts about SugarCRM and the IBM/SugarCRM alliance. I appreciate your time, Scott.

Please introduce yourself and your organization

My name is Scott Taback, VP of Business Development at Highland Solutions. (former IBMer leaving in 2010). Highland Solutions is a provider of transformational solutions that help companies become more responsive and cost efficient. Our core business at Highland is helping companies develop business process automation using technologies such as SugarCRM.

What were you doing that needed this type of technology?

We typically do some customizations to provide services, using Sugar's OnDemand platform didn't work for us.  About 3 years back we decided to build out our own data center to host Sugar along with the technologies we were building.  This provided our customers better responses times etc. and allowed us as a custom integrator access to the database layer and root code of Sugar.

Moving some of our Sugar workload to the IBM Smart Cloud allowed us to "outsource" some of this physical infrastructure need.  We see the Smart Cloud as a place where we can start managing infrastructure rather then deploying it.

Introducing iWave and its Orchestrator and Storage Director

Every now and again I take part in a briefing that is far to short to really explore all of the ramifications of a move made by an interesting supplier of IT technology. In this case, a 30 minute session with iWave Software's CEO, Brent Rhymes, and VP of Channel Sales and Marketing, Ron Smith, simply wasn't enough time to consider the impact of the launch of iWave's Storage Director storage virtualization technology.

Why haven't I heard of iWave Software before?

Although iWave has been around since 1993 and has many Global 500 customers, I hadn't heard of the company. That might be because its go-to-market strategy largely was based upon working with larger suppliers that delivered iWave's IT automation technology as part if their offerings. So, iWave was invisible. Now, the company is starting to reach out to the industry under its own name.

What does iWave Software do?

iWave is quietly involved in a number of management software markets. The list includes Data Center Orchestration, Automation and Cloud Management software. The iWave Orchestrator is at the heart of the company's offerings.

Three approaches to APM - a conversation with ExtraHop's Jesse Rothstein

After reading a Virtually Speaking piece on one of many competitors in the application performance management (APM) market, Jesse Rothstein, CEO and co-founder of ExtraHop, reached out to arrange a conversation about the rapidly growing area.

Since I've spoken to a number of ExtraHop's competitors over the last year, I thought it would be highly illuminating to speak with Jesse.  Here is a quick summary of what was a very interesting rambling hour that included review of management technology, the benefits of each approach, and a few side journeys into computer archeology.

There are three traditional approaches to management

There are three basic approaches to collecting, storing, analyzing and presenting operational data on operating systems, networking, storage, database engines, application frameworks and applications, all of which are critical components of  modern applications. It used to be relatively straightforward to examine the health and performance of these application components because they were all hosted together on the same mainframe or midrange system.

IBM STG Analyst Form Day 1 Competitive Advantages

IBM's System and Technology Group (STG) presented a multi-day analyst forum. I've posted several times on the content of this event. Please see IBM STG Analyst Forum Virtualization and Cloud "Deep Dive" and IBM STG Analyst Forum Day 1 Morning Sessions for more information on this event.

Creating a Sustained Competitive Advantage for IBM Systems

The IBM executives presenting this session were:

  • Helene Armitage, GM, Systems Software, IBM STG
  • Ambuj Goyal, GM Development and Manufacturing, IBM STG

Although they had 35 charts to show, Helene and Ambuj promised not to show any of them if the analysts can keep the conversation lively. Ambuj pointed out that between the two of them, they had an opinion on everything.  I can tell this is going to be a delightful session!

Ambuj is working on an article titled "Creating a Sustained Competitive Advantage for IBM Systems" and asked for our help.  He threatened us, once again, with the charts if we didn't offer some ideas.

Here are some of the points made by the analysts in the room:

  • IBM has a reputation of following through on its promises. Customers know that IBM is not going to sell, for example, IBM Power Systems to a third party. This means that customers trust what IBM says. Other suppliers don't have as good of a reputation.
  • Systems that IBM offers are reliable and manageable. They can  be counted upon to perform their function for the life of the systems. That means that costs can be estimated.  Customers don't like surprises and IBM seldom offers them.
  • IBM has a history of investment in technology. IBM has invented many of the technologies customers take for granted today. The list includes virtualization technology, many storage technologies and quite a few memory technologies just as a beginning. It continues to invest today.
  • IBM has been a good partner over time and seldom waits for a partner to develop a market and then rushes in to take the market away from that partner. They might buy that partner, but they seldom adopt predatory behavior patterns.
  • The Smarter Computing message that combines hardware, software, networking, services and the like can be built into a competitive advantage. The holistic approach is quite different from many competitors.
  • Purposed built systems has the opportunity to become a competitive advantage as well. Making life easier for customers and partners can be a very important element in their IT road map.
  • IBM's investments in open standards and its welcoming everyone to the party can make customers feel more comfortable starting with or adding IBM products later. This includes hardware interconnects, network protocols, storage technology, communications protocols, development tools and architectures.
  • IBM has labs in over 50 countries. This means that it has deep talent at its command and also has a deep understanding of International issues. This also means that IBM understands many issues that are slowing the adoption of cloud computing and can help its customers avoid them.

Ambuj Goyal's comments

Amuj went on to talk about some technology investments in progress today. Computational power, Storage performance, and interconnects (both memory and networking) are areas of investment today.

IBM STG Analyst Forum Day 1 Morning Sessions

I will be posting as time permits throughout the day. Only public data will be discussed. Information covered by non-disclosure agreements will not be discussed.

Environment

Unlike most industry events, there wasn’t a wall of loud sound barraging analysts as they entered the conference room. IBM did, on the other hand, present the obligatory video that is meant to set the stage for the sessions that were to follow. The video appeared to be a presentation deck with a moving background and an upscale version of Nikolai Rimsky-Korsakov’s Flight of the Bumble Bee.

8:15 AM Update

Integrated Systems: The Foundation for Smarter Computing

Rod Adkins, SVP Systems and Technology Group Introduced the third annual meeting for analysts. The goal was to present a much more effective meeting allowing analysts the opportunity to speak with IBM executives, executives from IBM’s customers and a discussion of strategy, product plans and industry events.

  • Rod reviewed the November 2010 STG analyst briefing and offered his view of what analysts should and ought to have taken away from the event. He also reviewed IBM’s long-term strategy and what the company was doing at that time to align IBM’s investments with that strategy.
  • He then went on to describe that this event will examine IBM’s 2015 STG roadmap and what the company is doing to achieve its goals. “Smarter Computing” is going to continue to be the catch phrase IBM uses.
  • Rod reviewed IBM’s 2011 year to date successes. High-end systems are providing 33% of STG’s revenue. This is up from 30% in the previous year. Overall the company has been experiencing greater than 35% quarterly growth through the third quarter of 2011.
  • The company introduced SmartCloud Entry (reviewed in a previous article).
  • Rod presented a comparison of how IBM is doing versus Oracle and HP. The chart was not very useful in understanding what was happening in the market. Each competitor had a line showing how IBM compares when revenue is considered. Relative percentages with no indication of total revenues really didn’t tell the analysts much.
  • All of IBM’s systems are experiencing revenue growth — System Z was up 28% YTD, Power Systems were up 15% YTD, System x was up 9% YTD and Storage grew 28% YTD. IBM continues to focus on investments in systems technology, growth markets (China, Romania, India and South Asia were called out), and strategic acquisitions to expand IBM’s offering in clustering, cluster management, blade computing, and storage virtualization.
  • Rod then reviewed how IBM's investments were designed to create products and services that will help customers transform their operations by delivering "tuned to task" systems and services.
  • To demonstrate IBM's understanding of the market dynamics, Rod reviewed IT's challenges in the areas of cost reduction, data growth, the continued need to improve analytical processing so customers can better address the real-time needs of their environments.
  • Rod then reviewed a few customer success stories. The Lego Group and China Telecom were highlighted.
  • Plans for each of the systems, networking, storage and software were discussed. Onward and upward is clearly IBM's focus.

Integrated Systems: The Value of Integration and Optimization

Steve Mills, SVP and Group Executive, Software and Systems

Steve only has a small amount of time for this analyst forum. So, he promised to focus on a very small number of slides.

IBM STG Analyst Forum "Deep Dives"

IBM's Systems and Technology Group (STG) is presenting an analyst forum up in lovely Ryebrook, NY. Yesterday afternoon's agenda offered several "deep dive" sessions with IBM's Distinguished Engineers, CTOs and other very knowledgeable staff.

Deep Dives

IBM presented the following sessions concurrently. That, of course, meant that it was impossible to take part in all of them. I selected the Virtualization and Cloud Deep Dive.

Analytics

  • Cindy Grossman 
  • Brena Dietrich

Storage

  • Vincent Hsu 
  • Clod Barrera

Virtualization and Cloud

  • Amit Dave 
  • Ian Robinson 
  • Frank de Gilio

Virtualization and Cloud Deep Dive

Virtualization

Ian Robinson was at the podium for the first section of the session. He looked at IBM's virtualization technology for IBM's platforms — IBM System Z (Mainframe), IBM Power Systems (IBM's AIX and IBM I-based systems) and IBM System X (X86-based).

Although the operating systems and hardware architectures are different, IBM has been working to develop the same layers of management to allow IT administrators to use the same tools to manage all three systems.

IBM has been working to extend the capabilities of the IBM Power Systems both by adding new features to the Power architecture microprocessors and the virtual machine software and operating system virtualization and partitioning software these systems support. Over the last 10 years, the company has offered amazing levels of both granularity (it is possible to assign as little as one hundredth of a processor to a VM) and scalability (it is possible to assign up to 256 processors to a VM).

SugarCRM Cloud Computing Strategy includes IBM SmartCloud Enterprise

I don't often have the chance to speak with the folks of SurgarCRM. So, it was a bit surprising to have Sugar reach out to me to discuss the company's Cloud Computing strategy and present a recent example of that strategy in action — an initiative SugarCRM and IBM have been jointly working on to offer Sugar's Software as a Service (SaaS) offering on IBM's SmartCloud Enterprise cloud computing platform.

SugarCRM's Cloud Strategy

Sugar has long offered its technology as a service offering and as an open source software project. This offered customers the choice of using either Sugar's IT infrastructure or their own. Sugar realizes that customers want more choice, higher levels of security, reliability and availability. To that end, Sugar is engaged in developing packaged versions of its technology for different Cloud Computing service environments. One of the first examples to become public was the SugarCRM/IBM initiative.

We can expect to see SugarCRM's application appear in other major cloud computing environments in the future. This may mean migrating the application to other processor architectures and database engines.

HP launches Cloud product and services barrage

HP launched a dizzying array of products and services in the hope of positioning itself as a premier supplier for the Cloud. As with other HP launches, the list of products is too extensive to really understand what's being offered in any detail.

Here's what HP said about their new products and services

HP’s new offerings address the key areas of client needs – building differentiated cloud offerings, consuming cloud services from the public domain, and managing, governing and securing the entire environment.

Building a hybrid environment

As organizations work to achieve an agile service-delivery approach, they must develop, deploy, manage and secure IT services across public and private clouds as well as traditional IT delivery models.

HP continues to expand its cloud ecosystem with new partners, offerings and programs:

  • New HP CloudSystem integrations with Alcatel-Lucent enable communications services providers to deliver high-value cloud services using carrier-class network and IT. The combination of IT infrastructure, software and telecommunications-grade network lets communications services providers automate the provisioning and management of cloud resources through a highly reliable network.
  • HP CloudAgile Service Provider Program offers service providers expanded sales reach, an enhanced services portfolio and an accelerated sales cycle through direct access to HP’s global sales force. HP has expanded the program with its first European partners and with new certified hosting options that enable service providers to deliver reliable, secure private hosted clouds based on HP CloudSystem.
  • HP CloudSystem Matrix 7.0, the core operating environment that powers HP CloudSystem, enables clients to build hybrid clouds with push-button access to externally sourced cloud-based IT resources with the industry’s first out-of-the-box “bursting capability.” This solution also includes automatic, on-demand provisioning of HP 3PAR storage to reduce errors and speed deployment of new services to just minutes.
  • The comprehensive HP Cloud Protection Program spans people, process, policies and technologies to deliver the same level of security for a hybrid cloud as a private IT environment would receive. Addressing one of the biggest hindrances to organizations moving to a cloud environment, the new program includes comprehensive strategy, roadmap, design and implementation services built on a common reference architecture. The program is supported by a Cloud Protection Center of Excellence that enables clients to test HP solutions as well as partner and third-party products that support cloud and virtualization protection.

Consuming enterprise-class cloud services

Organizations need rapid and secure sourcing of compute services that quickly flex to peak demands without excess capital expenditures. New and enhanced HP services that provide a cloud infrastructure as a service to address this need include:

  • HP Enterprise Cloud Services – Compute now automates distribution of application workloads across multiple servers to improve application performance. Clients also can improve data protection through new backup and restore options while also provisioning and managing additional virtual local area networks within their cloud environment. A new HP proof-of-concept program allows clients to evaluate the service for existing workloads prior to purchase.
  • HP Enterprise Cloud Services for SAP Development and Sandbox Solution enable clients to evaluate and prototype functionality of SAP Enterprise Resource Planning software via a virtual private cloud, using a flexible, consumption-based model.

Transforming for the cloud era – closing the cloud skills gap

Clients can use HP guidance and training to transform legacy data centers for cloud computing by improving the skills in their organizations. New HP services that address this need include:

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