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Methodologies for Data Migration
to Dell Fluid Data Architecture
A Dell Technical White Paper




Executive summary
The dictionary entry for “challenging” could very well                The impact of explosive data growth is felt at every level
describe enterprise storage migrations. Complex and often             of the enterprise. Typically, data migrations and storage
problematic, data migrations challenge even the most                  provisioning are manual processes that consume IT resources
seasoned IT administrators with narrow downtime windows,              while disrupting users and applications. Backups take
risk of data loss, business-critical application availability, 24/7   increasing amounts of time to complete, and they are more
user access requirements, and other factors. IT departments           costly to maintain. Utilization rates vary dramatically, as some
may not have the needed skill set or may not want to spend            storage arrays or file servers run out of capacity while unused
valuable resources migrating data. In addition, data centers          capacity languishes on others. Users and applications are
may support multiple operating systems like Microsoft®                statically mapped to physical devices, creating configuration
Windows®, UNIX® and Linux® technology, while the storage              challenges whenever changes occur in the environment.
ecosystem may also include hardware from more than one                And many traditional storage infrastructures (from mergers
vendor. Inflexibility of traditional storage infrastructures can      and acquisitions) have evolved haphazardly without a solid
complicate matters even further.                                      strategy for consolidating.
Table of Contents


About the Authors                     Dell data migration best practices.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                                                     3 
Noman Chaudhry,
                                             Storage portfolio.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                        3
Global Practice Lead
Noman Chaudhry is the Global                 Key migration factors .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                               5
Practice Lead for Data Migration
& Protection Practice at Dell                Data migration methodology .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                                               5
Services and has over fifteen
years of experience designing,                      Planning  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .
                                                            . .                                                                                                                                                                                                            6
implementing and supporting
data migration & disaster                           Business impact.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                         6
recovery solutions. Noman
joined Dell Inc. in 2005, has a                     Data collection.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                      6
B.S in Electrical & Electronics
Engineering from California State     Data Migration Expertise.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                                       7 
University, Sacramento and lives
                                             Block level .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .              7
in San Jose, CA with his family.
                                                    FC array-based migration.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                                        7
Seth Paskin,
                                                    Host-based migration.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                                   7
Product Manager
In his 12 years in the IT industry,                 VMware.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .             8
Seth Paskin has seen all aspects
of consumer and enterprise                          Windows.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .               8
services from support and delivery
to quality and development. He                      LVM .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .      9
believes that value is created by
people communicating effectively                    Symantec volume manager.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .                                               9
about needs and how to solve
them. Seth is the Product Manager                   Solaris. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
for Enterprise Deployment in the
Services & Solutions Group.
                                                    AIX .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .   9

                                                    HP-UX .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 10
Chuck Bridges,
                                                    Linux  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 10
                                                        . .
Services Product Consultant
In over 30 years of IT marketing
                                                    Appliance-based migration.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 10
experience, Chuck Bridges
has written about everything                        Backup and recovery.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 10
from the desktop to the data
center. He is currently a Product            File level .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 11
Consultant on the Global
Services Messaging team.                            NAS .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 11

                                                    CIFS.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 11

Audience:                                           rsync .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 11
This paper is intended for
Dell customers, partners and          Conclusion.  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 12
employees who want to learn
about the migration tools and
methodologies available to
migrate over to Dell storage
from competitive and legacy
technologies.




2
Dell data migration best practices: Dell has evolved from a storage
reseller to a storage innovator. We did it by starting fresh, building
the right storage architecture without the burden of legacy
intellectual property (IP), and designing solutions based on what
customers truly wanted.
It wasn’t just about data growth;           Storage portfolio
customers need to know how they             Enterprise data volumes continue to
could respond to growth and constant        grow exponentially while IT budgets
change. They wanted to shift their focus    continue to shrink. Dell helps customers
from keeping the lights on to future        tackle these challenges by standardizing
strategy — from operation to innovation.    IT infrastructures, simplifying operations
With this in mind, Dell services put        and automating processes. Efficiencies
together a comprehensive data               gained through virtualization,
migration strategy to help customers        automation and consolidation will help
migrate from their legacy storage to the    your business prepare for future growth
Dell Fluid Data™ architecture.              while saving time and resources.

Dell Services has a stable, proven          Dell can help you:
process for performing data migrations      •	 Optimize the computer, processor,
backed by a wide range of capabilities         networking and storage resources
and technologies. This means we can            already in your IT infrastructure
adapt to any customer environment           •	 Increase overall utilization by
while maintaining the integrity of best-       eliminating isolated or stranded
practice implementation. Whether               resources
you’re moving accessible data off-          •	 Reduce total cost of ownership (TCO)
hours, business-critical data during a         through standard-based solutions,
tight maintenance window, or need              simplified operations, virtualized
minimal disruption for a mission-critical      storage and seamless scalability
environment, Dell Services has the right    •	 Improve IT performance
solution for the right value. Backed by
the experience of thousands of global       Dell’s Fluid Data™ architecture,
customer engagements, Dell Services for     comprised of Dell™ Compellent™, Dell
planning, migrating and validating data     EqualLogic™ and Dell PowerVault™
migrations can help you simplify your       storage solutions — as well as other
move to the storage platform that’s right   Dell storage tools and utilities — can
for your business.                          help organizations of any size realize
                                            the full value of their IT investments. It
This whitepaper describes Dell’s            can also protect vital enterprise data,
expertise in data migration across a        ensuring high business continuity while
range of technologies and use cases.        maintaining flexibility and scalability.




3
Dell Compellent                               PowerVault SANs                              PowerVault™ NX3500




                                              Dell PowerVault iSCSI and Fibre Channel
                                              arrays are the ideal SAN solution for
                                                                                           Utilizes Dell™ Fluid File System and the
                                              entry-level storage consolidation
                                                                                           PowerVault SAN back end for Internet
                                              requiring high availability, high
                                                                                           SCSI (iSCSI), CIFS and NFS access to
                                              performance and business continuity
                                                                                           block and file data — enabling a single
                                              without sacrificing ease of use and
                                                                                           file share to scale up to the capacity
                                              reliability. Designed for flexibility, the
                                                                                           of the SAN array deployment. With
                                              newest PowerVault SANs support
                                                                                           PowerVault™ NX3500, you can help
                                              a range of drive types, enclosures
                                                                                           prevent the data silos and server sprawl
                                              and RAID levels — all within a single
                                                                                           caused by an increasing amount of
Dell Compellent Storage Center delivers       array. With high-speed iSCSI and Fibre
                                                                                           data (email, video, MP3 user home
an all-in-one storage solution that           Channel interfaces, PowerVault arrays
                                                                                           directories). Start small and still enjoy
always puts data in the right place at        provide multigenerational/multiprotocol
                                                                                           the value of high performance, unified
the right time for the right cost — and       single management interface and
                                                                                           storage. And as your storage needs
dynamically adapts to meet changing           support.
                                                                                           grow, you can dynamically add or
business needs.
                                                                                           modify block and file capacity without
                                              Network Attached Storage (NAS)
                                                                                           disrupting existing applications and
Dell Compellent storage controllers are
                                                                                           storage systems.
also designed to deliver high availability.
Redundant and hot-swappable power
supplies and cooling fans help ensure
nonstop operation when problems
arise. These controllers also offer the       Grow block and file capacity non-
flexibility to meet changing enterprise       disruptively with the EqualLogic™
requirements. Customers can select            FS7500, the only scale-out unified
either one or two controllers per SAN,        storage architecture optimized for
and then use Fibre Channel, FCoE              midsize and smaller deployments. The
and/or iSCSI connections to servers,          Dell EqualLogic FS7500 adds network-
including the latest iSCSI and FCoE           attached storage (NAS) capability to the
interconnects. The controllers connect        EqualLogic product line to provide a
to any open-system servers without the        high performance, scalable and unified
need for dedicated agents.                    storage solution. The FS7500 is powered
                                              by the Dell Fluid File System (Dell Fluid
EqualLogic                                    FS), Dell’s high-performance, clustered,
                                              and network-accessible file system. Dual
                                              active-active controllers, redundant
                                              power supplies and fans, and battery-
                                              backed cache make the FS7500 an ideal
Dell EqualLogic™ arrays are virtualized       solution for NAS deployments requiring
iSCSI SANs that combine intelligence          high availability and reliability.
and automation with fault tolerance to
provide simplified administration, rapid
deployment, enterprise performance,
reliability and scalability. EqualLogic is
an excellent choice for performance
and capacity-intensive applications.
The virtualized, modular EqualLogic
architecture allows IT managers to
purchase only the storage they need,
when they need it.




4
If you’re thinking about new storage solutions and complexities around data migration,
consider the following key factors and how Dell Data Migration consultants can help:

Key migration factors
    Key factors                Description                             Dell capabilities
    Performance                Balances network bandwidth              A diverse toolset where
                               and system overhead with                migration can be throttled
                               migration performance                   accordingly to strike a
                               metrics                                 balance of migration speed
                                                                       and application/network
                                                                       performance

    Heterogeneous              Deploys the right migration             A holistic vendor-agnostic
    hardware and OS            tools that minimize multi-              migration solution that spans
                               vendor restrictions in complex          multiple OS and supports
                               environments                            numerous storage platforms

    Application                Identifies and manages                  A choice of offline or online
    downtime                   varying degrees of application          migration depending on the
                               criticality and acceptable              customer requirements
                               levels of downtime

    Scalability                Factors local and global data           Appliance- or software-based
                               growth into terabyte and                solutions that can be used for
                               petabyte migrations                     routine migrations in the data
                                                                       center




Data migration methodology
A successful data migration process can be used for a one-time migration, or as
a standard procedure for future migrations employing a consistent, reliable and
repeatable methodology incorporating planning, tool implementation and validation.
The chart below shows a typical data migration workflow that can be used as a
reference.


Dell data migration game plan
                              Pre-production
       Planning                                       Migration            Validation            Cutover
                              Testing

Ÿ Define migration     Ÿ Setup testing         Ÿ Setup final         Ÿ Collect            Ÿ Move
    goal                   migration             migration             migration            application to
Ÿ   Define migration       environment           environment           statistics           the target
    requirement        Ÿ   Validate HW/SW      Ÿ Install migration   Ÿ Verify the           storage
Ÿ   Understand             and migration         software              completion of        environmen
    business impact        tools               Ÿ Perform               the migration        based on
Ÿ   Data Collection    Ÿ   Perform               migration based     Ÿ Validate             cutover plan
Ÿ   Define HW/SW           migration testing     on plan               application        Ÿ Create final
    and tools              based on plan                               functionality        report
Ÿ   Create migration   Ÿ   Collect and                               Ÿ Create migration   Ÿ Run the new
    plan                   validate data                               report               environment
                       Ÿ   Update final                                                     during the
                           migration plan                                                   defined time
                                                                                            frame
                                                                                          Ÿ Retire the
                                                                                            previous
                                                                                            environment




5
Planning                                      •	 Hardware vs. Software: Some
                                          Planning is critical for a successful            migration tools require plugging the
                                          data migration. Dell Migration Services          appliance into the environment, while
                                          considers the following factors when             others are based on OS filter drivers.
                                          evaluating a data migration project:             We offer a wide range of choices for
                                                                                           migration use cases
                                          Business impact                               •	 License: Cost of the license to be
                                          The impact should be clearly explained           considered
                                          to stakeholders so they have the
                                          appropriate expectations. Below are           Migration project plan
                                          some factors to be considered in this         Once the aforementioned factors are
                                          process:                                      defined and agreed upon, the Dell
                                          •	 Online or offline methodology              planning team documents all the
                                          •	 Applications impacted                      discoveries and planning steps in the
                                          •	 Workload distribution between              master migration project plan. This plan
                                             customer and Dell                          evolves as the project progresses.
                                          •	 Backup of data to be migrated in place
                                          •	 Required staging of storage /              Proof of concept (POC)
                                             hardware                                   POC is a significant first step in the
                                                                                        overall execution process as it helps
                                          Data collection                               set up the baseline for the migration
                                          Understanding the existing environment        project. It establishes an initial test plan
                                          is key to successful planning. The            to validate the co-operative migration
                                          following information should be               plan between the customer and Dell
                                          collected:                                    Migration Services. Once the POC is
                                          •	 Server information (OS version,            successfully completed, Dell Migration
                                              applications, firmware, drivers, etc.)    Services and the customer agree on
                                          •	 Storage environment (topology, data        the viability of the validation and the
                                              size, performance, etc.)                  execution of the migration project plan
                                          •	 Data classification & tiering of apps to   begins.
                                              define priority
                                          •	 Existing issues                            Validation
                                          •	 Users and business segments involved       Once data is fully migrated to the
                                                                                        target, migration validation takes place.
                                          Migration tools identification                Validation is one of the most important
                                          Dell Migration Services uses multiple         post-migration tasks and includes the
                                          tools during the process. To select the       following areas:
Note:
                                          right tools, we consider the following        •	 Data completeness: All data defined
For a fee, Dell Migration Services also
                                          factors:                                          for migration on the source are
provides consulting services to assess
the customer migration environment.       •	 Performance: This refers to the speed          migrated to the target environment
                                             of the migration — a combination           •	 Data integrity: The data itself, as well
                                             of the tool’s software architecture,           all data attributes, dependencies,
                                             migration bandwidth, source/target             security, etc. are successfully migrated
                                             capabilities, application performance,     •	 Data functionality: migrated data is
                                             etc.                                           mapped to the right application and
                                          •	 Online or offline: Depending on                functions correctly and as expected
                                             customer requirements, we choose
                                             tools that offer migration while the       Cutover (Deployment)
                                             LUNs are either online or offline          Typically, legacy environments remain
                                          •	 Roll-back capability: Software that        running until extensive validation is
                                             may provide the capability to roll back    performed on the new storage. Once
                                             data in case the migration runs into       validation is complete, customer is
                                             any issues                                 cutover to the new storage.




6
Data Migration Expertise: Dell experts have migrated petabytes
of data worldwide ranging from SAN, NAS and file systems
marketed by a variety of vendors. Our Data Migration Services
practice takes the burden of migration responsibilities off your
shoulders and puts it in the capable hands of expert storage
migration consultants.
We have the experience and proven                                vary depending on the environment,
methodologies to deal with any                                   migration performance is roughly
complexities your particular migration                           500GB/hr. Currently, Thin Import only
may present.                                                     works over fibre channel, which means
                                                                 the source array and destination CML
Dell consultants can help with:                                  array must have fibre channel FE ports.
                                                                 The current or planned host connectivity
Block level
                                                                 method can be different, but the import
                                                                 process can only be performed over
FC array-based migration
                                                                 fibre channel.
Thin Import is a built-in feature of
Storage Center on Compellent arrays.
                                                                 Host-based migration
Data from external storage arrays, which
                                                                 Array-based migration solutions do not
are typically thick-provisioned, can be
                                                                 solve all data migration scenarios. In
migrated to thin-provisioned volumes
                                                                 some cases, host-based tools, which
on the Compellent drive. No additional
                                                                 are OS specific, are an effective way to
licenses are required.
                                                                 migrate data. Dell Migration Services
The Thin Import process works at
                                                                 have verified and tested the following
a block-level, using synchronous
                                                                 tools for multiple OS environments.
replication to import the data. All
                                                                 Each host-based tool has stipulations
blocks are read on the source LUN
                                                                 and limitations around migrating data.
and then written to the destination
                                                                 Dell Migration consultants will discuss
volume on the Compellent with blocks
                                                                 the details of each solution with your
consisting of all zeroes being omitted.
                                                                 team during the planning phase.
The result is a thin-provisioned volume
on the Compellent. Although it can                                                                                     Note:
                                                                                                                       For security reasons, Thin Import is
                                                                                                                       primarily an offline activity.




                                            Zoning for Thin Import
          Fabric A                                                     Fabric B
          CLARiiON SPA0, CML Controller 1 Port 1                       CLARiiON SPB0, CML Controller 1 Port 2
          CLARiiON SPB1, CML Controller 1 Port 1                       CLARiiON SPA1, CML Controller 1 Port 2
          CLARiiON SPA0, CML Controller 2 Port 1                       CLARiiON SPB0, CML Controller 2 Port 2
          CLARiiON SPB1, CML Controller 2 Port 1                       CLARiiON SPA1, CML Controller 2 Port 2
          Important
          1. This is an example only - actual ports on source and destination arrays may vary
          2. Do NOT just configure and enable these zones - follow step-by-step instructions or data loss may occur.

Fig 1: Sample FC connectivity of Dell CML array with a third-party array



7
VMware                                       or virtual. The image of the source
    Migrating from legacy storage vendors        contains the server’s system state (the
    has never been easier for customers          server’s configured operating system
    running VMware Enterprise and                and applications) and all of the source
    Enterprise Plus editions with the built-     server’s data.
    in tool called Storage vMotion. Storage
    vMotion eliminates the need for service      The Double-Take ‘Move’ function
    disruptions with live, automated             uses data replication to allow users to
    migration of virtual machine disk files      continue accessing and changing data
    from legacy storage to a new Dell            during the migration. As changes are
    destination. Non-disruptive migration        made on the source, replication updates
    of virtual machine disk files to different   the image of the source stored on the
    classes of storage enables cost-effective    target in real time. Double-Take Move
    management of virtual machine disks          does not replicate the entire file, only
    based on usage and priority policies as      the file changes. When you’re ready
    part of a strategy for tiered storage.       to cutover to the new server/storage,
                                                 Double-Take Move then applies the
                                                 source system state and after a reboot,
              Virtual Machines
                                                 makes the source available on what was
            App        App        App            the target server hardware.
            OS         OS          OS
                                                 Migrating data to a new storage array
                                                 often provides a good opportunity to
                                                 migrate or upgrade to the latest Dell
                  ESX Server
                                                 PowerEdge™ server platforms as well
                                                 (see Figure 3). Double-Take software
                                                 includes tools such as Full-Server
                                                 Failover (FFO) for server migrations
                                                 that remove Windows hardware driver
                                                 dependencies, enabling administrators
                                                 to migrate entire systems — including
                                                 the system identifier (SID), registry,
                                                 system files and applications — through
                                                 a GUI while those systems are still
                 Storage VMotion                 running (see Figure 3). Once the
                                                 synchronization is complete, you
                                                 can shift the new server and storage
    Fig. 2: Sample Storage vMotion               platforms into production.
            connectivity of Dell storage array
            with a third-party array



    Windows
                                                                            Server
    Delivered on the Windows platform, Dell                                 Migration
    Migration Services uses Double-Take as       Dell PowerEdge 2650                    Dell PowerEdge R900
                                                 with Microsoft Exchange                       with Microsoft
    the solution of choice for a majority of     and Double-Take software                      Exchange and
    customers.                                                                          Double-Take software



    Double-Take is a comprehensive                                          Data
    workload migration solution that allows                                 Migration
                                                                                                           TM
                                                 Production                                 Dell EqualLogic
    an entire server, known as a source, to      Dell/EMC Cx300                                     PS Series
    be moved by mirroring an image of            Fibre Channel SAN                                 iSCSI SAN

    that source to the target. The source        Fig. 3: Sample Double-Take use cases:
    and target servers can be physical                   Server or array migration




8
LVM                                                Symantec volume manager
LVM is disk management functionality               One of the most widely used volume
built into many UNIX/Linux platforms.              managers in the industry today is
Each OS has its own nuance around                  VxVM from Symantec, which is part
provisioning disks within LVM but one              of the Storage Foundation Suite.
common denominator among them is                   Symantec Volume Manager (VxVM)
that it provides an abstraction level layer        is an online storage management
between the OS and disks — whether                 tool that provides a logical volume
it’s local, on a DAS, or SAN. From a data          management layer, which overcomes
migration standpoint, a typical LVM                the physical restrictions of hardware disk
process involves setting up a mirror of            devices by spanning volumes across
the data on the legacy storage volumes             multiple spindles. Through the support
to the new volumes. The next step is to            of RAID redundancy techniques (in
synchronize the new volumes. Once                  data migration’s case RAID 1), VxVM
the sync is complete, the mirror can be            enables migration of volumes across
broken at cutover. This usually involves           heterogeneous storage arrays.
detaching the source volumes. Some                 Mirroring can be set up with the aid of
volume management software includes                the VxVM GUI called VMSA or through
commands to automate this process.                 command line. Dell Migration Services
With close to no downtime, mirroring is            strongly recommends using command
a great way to migrate data over to Dell           line for mirror-based migration since it
storage.                                           offers more control over what is being
                                                   executed behind the scenes. A known
              Veritas Volume Manager
                                                   limitation of Symantec Volume Manager
    Solaris       AIX      Linux       HP-UX       is that RAID 5 volumes are inferior
                                                   candidates for VxVM-based migrations
                                                   and other tools must be explored to
                                                   accomplish the task.

                                                   Solaris
                                                   Solaris Volume Manager provides
                                                   mirror functionality across arrays. To
                                                   administer Solaris Volume management,
                                                   use the GUI (called Solaris Management
                                                   Console) or the command line.

                                                   AIX
                                                                                                Note:
Source Array:                      Target Array:   AIX LVM is built into the OS and
                                                                                                For simplicity and standardization, LUN
Dell|EMC                           Compellent      leveraged for cross-platform storage         is considered an array level object,
Fig. 4: LVM-based array migrations are             migrations as long as the source disks       while volume is an LVM term.
        OS specific                                are under the control of the LVM.            Multiple LUNs can constitute a volume.




9
HP-UX                                            appliance provides multi-protocol
     Mirror/UX, a licensed product from               (iSCSI, FC) block level and synchronous
     HP, provides the functionality to mirror         mirroring across heterogeneous
     volumes and can be extremely useful              storage. It also supports a diverse mix
     for data migrations with a stipulation           of operating systems, which makes
     that the source volumes are not striped          migration seamless and pain free for
     within the logical volume. The output            the customers since no downtime
     below illustrates a scenario that would          is required for the duration of the
     not allow for LVM-based migration.               migration.

      hp5:/home/noman# lvdisplay -v /dev/             There are two downtime windows
      vg5/mirror_1 | more                             required, however: one upon insertion
     --- Logical volumes ---                          of the appliance, and the second upon
      LV Name                /dev/vg5/mirror_1        cutover to the Dell storage.
      VG Name                           /dev/vg5
      LV Permission                   read/write
      LV Status                 available/syncd
      Mirror copies                              0
      Consistency Recovery                 MWC
      Schedule                            striped
      LV Size (Mbytes)                      1008
      Current LE                              252
      Allocated PE                            252
      Stripes                                     3
      Stripe Size (Kbytes)                    128                                  Original
                                                                                   IO path
                                                                                                Source
                                                                                                Array
      Bad block                                 on                          Change IO
                                                                            path to NSS
      Allocation                             strict                                                  Activate
                                                                                                     Mirror
      IO Timeout (Seconds)                default
                                                                                          FalconStar NSS
     Additionally, the source and target disks
     must be part of the same volume group                                 1. Prepare Zoning for indirect access
                                                           Target          2. Move IO path: Downtime (Reboot)
     to proceed with a data migration.                     Array           3. Activate Mirror while online
                                                                           4. Change Mirrorrole while online
                                                                           5. Remove mirror while online


     Linux
                                                      Fig. 5: A simplified NSS Gateway
     Linux LVM is built into the OS and
                                                              solution from FalconStor
     leveraged for cross-platform storage                     Software would entail this setup
     migrations as long as the source disks
     are under the control of the LVM. If
     LVM is not implemented, Double-Take              Backup and recovery
     is another choice for supported file             One of the most traditional methods of
     systems.                                         performing data migration is backing
                                                      up the data to disk or tape, setting
     Appliance-based migration                        up new storage and restoring to the
     Dell Migration Services has partnered            new storage. This is also the most
     with FalconStor Software where                   time consuming way to migrate data
     previously mentioned tools and                   because of the downtime required for
     use cases may not fit the customer               the duration of the backup, and then
     high performance data migration                  another downtime needed for restore.
     requirements. Using NSS Gateway                  This is usually considered a method of
     Appliance Software, which runs on a              last resort for migrating data.
     two-node Dell R710 cluster server, Dell
     can migrate any existing third-party
     SAN storage over to Dell storage with
     minimal downtime. The HA FalconStor




10
File level                                      CIFS
                                                Dell Migration Services has partnered
NAS                                             with Quest Software for CIFS/Windows-
NAS, or file data migration, involves           based data migrations. The Quest
creating a copy of the data and moving          Secure Copy technology enables Dell
it from one array/file server to another        Services to offer fast, proven enterprise-
with little disruption to the production        class data migration. This host-based
environment. The optimal data                   data migration software eases the
migration tools for NAS not only migrate        pain often associated with typical NAS
the data and the directory structure but        migrations. The first sync between
also the file attributes and the ACLs over      source and target can be online, and
to the target storage. Typical migration        the I/O operation can continue to the
use cases around NAS include:                   source array. For a final sync, however,
•	 Consolidating multiple Windows               the I/O operation must to be ceased.
    servers onto a common platform to
     reduce server sprawl                       NOTE: This final sync can take up to 20%
•	 Consolidating multiple UNIX-based            of the first sync time and requires total
     exports (from multiple UNIX hosts)         downtime on the source array shares
     onto a common platform                     being migrated. If an array has a NAS
•	 Creating a cross-platform file               appliance attached and additional hosts,
    sharing (Windows and UNIX servers)          those additional hosts do not need to
     environment that scales beyond             come down to migrate shares on the
    the limit of traditional File Shares        NAS appliance.
    (Windows) and UNIX-based exports
                                                rsync
Dell Migration Services offers tools for        Long established in the UNIX world,
CIFS- and NFS-based migrations.                 rsync is an open source OS- and
                                                storage-agnostic tool that remains a top
                                                choice among storage administrators.
NAS: NFS amd CIFS                               Dell uses this powerful OS built-in utility
Windows Systems                  UNIX Systems   for all NFS-based migrations.


Ethernet          CIFS              NFS




Fig. 6: A typical NAS migration involves
        CIFS & NFS




11
Conclusion: Dell Consultants work closely with industry-
                                                              leading partners to help organizations create an agile storage
                                                              infrastructure that will improve response to rapid data growth.
                                                              Many of the challenges faced by                                        Turn to Dell Data Migration Services
                                                              today’s IT organizations come from the                                 next time you need to migrate data. Our
                                                              disruption incurred when moving data.                                  experienced strategic consultants can
                                                              Data migration, storage consolidations                                 help you migrate your data safely and
                                                              and technology upgrades take longer                                    quickly, without interruption to your
                                                              and require more IT overhead and                                       day-to-day business operations.
                                                              expertise. Tiering active and inactive
                                                              data can mean that storage efficiency                                 The result will be a state-of-the-art,
                                                              features are underused, while backup                                  optimized and responsive storage system
                                                              windows take longer and require more                                  ready to meet your business objectives
                                                              offsite media. Additionally, uneven                                   — today and in the future. Regardless of
                                                              growth leads to constant storage re-                                  the business model, your commercial
                                                              provisioning and capacity balancing —                                 success is built around providing service
                                                              tasks that require operational downtime.                              levels that meet and exceed your
                                                                                                                                    employee and customer demand. Dell
                                                              Our Data Migration Services practice                                  Storage Solutions and Services provide
                                                              enables transparent data migration to                                 faster time to value and greater return
                                                              Dell storage systems without affecting                                on your infrastructure investments.
                                                              applications or users. By enabling                                    When it comes to data migration, Dell
                                                              data movement to take place without                                   brings together the deep expertise,
                                                              disruption, Dell Migration Services help                              proven methodologies and multivendor
                                                              organizations address many of the key                                 expertise to optimize your infrastructure
                                                              issues around extensive and complex                                   — helping you cut costs, achieve your
                                                              migrations and storage provisioning.                                  goals and outpace your competition.



                                                              For more information about solutions for your organization, contact your Dell
                                                              account representative or visit dell.com/services.




This white paper is for informational purposes only, and may contain typographical errors and technical inaccuracies. The content is provided as is, without express or
implied warranties of any kind. © 2012 Dell Inc. All rights reserved. Reproduction of this material in any manner whatsoever without the express written permission of
Dell Inc. is strictly forbidden. For more information, contact Dell. Dell, the DELL logo, and the DELL badge, Compellent™, PowerConnect™, EqualLogic™, PowerEdge™ and
PowerVault™ are trademarks of Dell Inc. Adobe®, Acrobat®, Flash®, Reader®, and Shockwave® are either registered trademarks or trademarks of Adobe Systems Incorporated
in the United States and/or other countries. Broadcom® is a registered trademark of Broadcom Corporation. Double-Take®, Falconstor®, VMware®, IBM®, HP®, Sun®,
Symantec® and XenDesktop® are trademarks of their respective companies, and may be registered in the United States Patent and Trademark Office and in other countries.
Intel® is a registered trademark of Intel Corporation in the U.S. and other countries. VMware®, vMotion®, vCenter®, and vSphere® are registered trademarks or trademarks of
VMWare, Inc. in the United States or other countries. Microsoft®, Windows®, Windows Server®, Internet Explorer®, and Active Directory® are either trademarks or registered
trademarks of Microsoft Corporation in the United States and/or other countries.



               Scan or click             Product and service availability varies by country. Specifications are correct at date of publication but are subject to
               this code to              availability or change without notice at any time. Dell and its affiliates cannot be responsible for errors or omissions in
               learn how                 typography or photography. Dell’s Terms and Conditions of Sales and Service apply and are available on request.
12             Dell Services             Dell and the Dell logo are trademarks of Dell Inc. Dell disclaims proprietary interest in the marks and names of others.
               can help your             © 2012 Dell Inc.  All rights reserved.
               organization.             June 2012 | Dell Data Migration - A Technical White Paper.indd | Rev. 1.0

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Dell Data Migration Methods for Any Environment

  • 1. Methodologies for Data Migration to Dell Fluid Data Architecture A Dell Technical White Paper Executive summary The dictionary entry for “challenging” could very well The impact of explosive data growth is felt at every level describe enterprise storage migrations. Complex and often of the enterprise. Typically, data migrations and storage problematic, data migrations challenge even the most provisioning are manual processes that consume IT resources seasoned IT administrators with narrow downtime windows, while disrupting users and applications. Backups take risk of data loss, business-critical application availability, 24/7 increasing amounts of time to complete, and they are more user access requirements, and other factors. IT departments costly to maintain. Utilization rates vary dramatically, as some may not have the needed skill set or may not want to spend storage arrays or file servers run out of capacity while unused valuable resources migrating data. In addition, data centers capacity languishes on others. Users and applications are may support multiple operating systems like Microsoft® statically mapped to physical devices, creating configuration Windows®, UNIX® and Linux® technology, while the storage challenges whenever changes occur in the environment. ecosystem may also include hardware from more than one And many traditional storage infrastructures (from mergers vendor. Inflexibility of traditional storage infrastructures can and acquisitions) have evolved haphazardly without a solid complicate matters even further. strategy for consolidating.
  • 2. Table of Contents About the Authors Dell data migration best practices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3  Noman Chaudhry, Storage portfolio. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Global Practice Lead Noman Chaudhry is the Global Key migration factors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Practice Lead for Data Migration & Protection Practice at Dell Data migration methodology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Services and has over fifteen years of experience designing, Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 implementing and supporting data migration & disaster Business impact. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 recovery solutions. Noman joined Dell Inc. in 2005, has a Data collection. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 B.S in Electrical & Electronics Engineering from California State Data Migration Expertise. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7  University, Sacramento and lives Block level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 in San Jose, CA with his family. FC array-based migration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Seth Paskin, Host-based migration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Product Manager In his 12 years in the IT industry, VMware. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Seth Paskin has seen all aspects of consumer and enterprise Windows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 services from support and delivery to quality and development. He LVM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 believes that value is created by people communicating effectively Symantec volume manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 about needs and how to solve them. Seth is the Product Manager Solaris. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 for Enterprise Deployment in the Services & Solutions Group. AIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 HP-UX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Chuck Bridges, Linux . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 . . Services Product Consultant In over 30 years of IT marketing Appliance-based migration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 experience, Chuck Bridges has written about everything Backup and recovery. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 from the desktop to the data center. He is currently a Product File level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Consultant on the Global Services Messaging team. NAS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 CIFS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Audience: rsync . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 This paper is intended for Dell customers, partners and Conclusion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 employees who want to learn about the migration tools and methodologies available to migrate over to Dell storage from competitive and legacy technologies. 2
  • 3. Dell data migration best practices: Dell has evolved from a storage reseller to a storage innovator. We did it by starting fresh, building the right storage architecture without the burden of legacy intellectual property (IP), and designing solutions based on what customers truly wanted. It wasn’t just about data growth; Storage portfolio customers need to know how they Enterprise data volumes continue to could respond to growth and constant grow exponentially while IT budgets change. They wanted to shift their focus continue to shrink. Dell helps customers from keeping the lights on to future tackle these challenges by standardizing strategy — from operation to innovation. IT infrastructures, simplifying operations With this in mind, Dell services put and automating processes. Efficiencies together a comprehensive data gained through virtualization, migration strategy to help customers automation and consolidation will help migrate from their legacy storage to the your business prepare for future growth Dell Fluid Data™ architecture. while saving time and resources. Dell Services has a stable, proven Dell can help you: process for performing data migrations • Optimize the computer, processor, backed by a wide range of capabilities networking and storage resources and technologies. This means we can already in your IT infrastructure adapt to any customer environment • Increase overall utilization by while maintaining the integrity of best- eliminating isolated or stranded practice implementation. Whether resources you’re moving accessible data off- • Reduce total cost of ownership (TCO) hours, business-critical data during a through standard-based solutions, tight maintenance window, or need simplified operations, virtualized minimal disruption for a mission-critical storage and seamless scalability environment, Dell Services has the right • Improve IT performance solution for the right value. Backed by the experience of thousands of global Dell’s Fluid Data™ architecture, customer engagements, Dell Services for comprised of Dell™ Compellent™, Dell planning, migrating and validating data EqualLogic™ and Dell PowerVault™ migrations can help you simplify your storage solutions — as well as other move to the storage platform that’s right Dell storage tools and utilities — can for your business. help organizations of any size realize the full value of their IT investments. It This whitepaper describes Dell’s can also protect vital enterprise data, expertise in data migration across a ensuring high business continuity while range of technologies and use cases. maintaining flexibility and scalability. 3
  • 4. Dell Compellent PowerVault SANs PowerVault™ NX3500 Dell PowerVault iSCSI and Fibre Channel arrays are the ideal SAN solution for Utilizes Dell™ Fluid File System and the entry-level storage consolidation PowerVault SAN back end for Internet requiring high availability, high SCSI (iSCSI), CIFS and NFS access to performance and business continuity block and file data — enabling a single without sacrificing ease of use and file share to scale up to the capacity reliability. Designed for flexibility, the of the SAN array deployment. With newest PowerVault SANs support PowerVault™ NX3500, you can help a range of drive types, enclosures prevent the data silos and server sprawl and RAID levels — all within a single caused by an increasing amount of Dell Compellent Storage Center delivers array. With high-speed iSCSI and Fibre data (email, video, MP3 user home an all-in-one storage solution that Channel interfaces, PowerVault arrays directories). Start small and still enjoy always puts data in the right place at provide multigenerational/multiprotocol the value of high performance, unified the right time for the right cost — and single management interface and storage. And as your storage needs dynamically adapts to meet changing support. grow, you can dynamically add or business needs. modify block and file capacity without Network Attached Storage (NAS) disrupting existing applications and Dell Compellent storage controllers are storage systems. also designed to deliver high availability. Redundant and hot-swappable power supplies and cooling fans help ensure nonstop operation when problems arise. These controllers also offer the Grow block and file capacity non- flexibility to meet changing enterprise disruptively with the EqualLogic™ requirements. Customers can select FS7500, the only scale-out unified either one or two controllers per SAN, storage architecture optimized for and then use Fibre Channel, FCoE midsize and smaller deployments. The and/or iSCSI connections to servers, Dell EqualLogic FS7500 adds network- including the latest iSCSI and FCoE attached storage (NAS) capability to the interconnects. The controllers connect EqualLogic product line to provide a to any open-system servers without the high performance, scalable and unified need for dedicated agents. storage solution. The FS7500 is powered by the Dell Fluid File System (Dell Fluid EqualLogic FS), Dell’s high-performance, clustered, and network-accessible file system. Dual active-active controllers, redundant power supplies and fans, and battery- backed cache make the FS7500 an ideal Dell EqualLogic™ arrays are virtualized solution for NAS deployments requiring iSCSI SANs that combine intelligence high availability and reliability. and automation with fault tolerance to provide simplified administration, rapid deployment, enterprise performance, reliability and scalability. EqualLogic is an excellent choice for performance and capacity-intensive applications. The virtualized, modular EqualLogic architecture allows IT managers to purchase only the storage they need, when they need it. 4
  • 5. If you’re thinking about new storage solutions and complexities around data migration, consider the following key factors and how Dell Data Migration consultants can help: Key migration factors Key factors Description Dell capabilities Performance Balances network bandwidth A diverse toolset where and system overhead with migration can be throttled migration performance accordingly to strike a metrics balance of migration speed and application/network performance Heterogeneous Deploys the right migration A holistic vendor-agnostic hardware and OS tools that minimize multi- migration solution that spans vendor restrictions in complex multiple OS and supports environments numerous storage platforms Application Identifies and manages A choice of offline or online downtime varying degrees of application migration depending on the criticality and acceptable customer requirements levels of downtime Scalability Factors local and global data Appliance- or software-based growth into terabyte and solutions that can be used for petabyte migrations routine migrations in the data center Data migration methodology A successful data migration process can be used for a one-time migration, or as a standard procedure for future migrations employing a consistent, reliable and repeatable methodology incorporating planning, tool implementation and validation. The chart below shows a typical data migration workflow that can be used as a reference. Dell data migration game plan Pre-production Planning Migration Validation Cutover Testing Ÿ Define migration Ÿ Setup testing Ÿ Setup final Ÿ Collect Ÿ Move goal migration migration migration application to Ÿ Define migration environment environment statistics the target requirement Ÿ Validate HW/SW Ÿ Install migration Ÿ Verify the storage Ÿ Understand and migration software completion of environmen business impact tools Ÿ Perform the migration based on Ÿ Data Collection Ÿ Perform migration based Ÿ Validate cutover plan Ÿ Define HW/SW migration testing on plan application Ÿ Create final and tools based on plan functionality report Ÿ Create migration Ÿ Collect and Ÿ Create migration Ÿ Run the new plan validate data report environment Ÿ Update final during the migration plan defined time frame Ÿ Retire the previous environment 5
  • 6. Planning • Hardware vs. Software: Some Planning is critical for a successful migration tools require plugging the data migration. Dell Migration Services appliance into the environment, while considers the following factors when others are based on OS filter drivers. evaluating a data migration project: We offer a wide range of choices for migration use cases Business impact • License: Cost of the license to be The impact should be clearly explained considered to stakeholders so they have the appropriate expectations. Below are Migration project plan some factors to be considered in this Once the aforementioned factors are process: defined and agreed upon, the Dell • Online or offline methodology planning team documents all the • Applications impacted discoveries and planning steps in the • Workload distribution between master migration project plan. This plan customer and Dell evolves as the project progresses. • Backup of data to be migrated in place • Required staging of storage / Proof of concept (POC) hardware POC is a significant first step in the overall execution process as it helps Data collection set up the baseline for the migration Understanding the existing environment project. It establishes an initial test plan is key to successful planning. The to validate the co-operative migration following information should be plan between the customer and Dell collected: Migration Services. Once the POC is • Server information (OS version, successfully completed, Dell Migration applications, firmware, drivers, etc.) Services and the customer agree on • Storage environment (topology, data the viability of the validation and the size, performance, etc.) execution of the migration project plan • Data classification & tiering of apps to begins. define priority • Existing issues Validation • Users and business segments involved Once data is fully migrated to the target, migration validation takes place. Migration tools identification Validation is one of the most important Dell Migration Services uses multiple post-migration tasks and includes the tools during the process. To select the following areas: Note: right tools, we consider the following • Data completeness: All data defined For a fee, Dell Migration Services also factors: for migration on the source are provides consulting services to assess the customer migration environment. • Performance: This refers to the speed migrated to the target environment of the migration — a combination • Data integrity: The data itself, as well of the tool’s software architecture, all data attributes, dependencies, migration bandwidth, source/target security, etc. are successfully migrated capabilities, application performance, • Data functionality: migrated data is etc. mapped to the right application and • Online or offline: Depending on functions correctly and as expected customer requirements, we choose tools that offer migration while the Cutover (Deployment) LUNs are either online or offline Typically, legacy environments remain • Roll-back capability: Software that running until extensive validation is may provide the capability to roll back performed on the new storage. Once data in case the migration runs into validation is complete, customer is any issues cutover to the new storage. 6
  • 7. Data Migration Expertise: Dell experts have migrated petabytes of data worldwide ranging from SAN, NAS and file systems marketed by a variety of vendors. Our Data Migration Services practice takes the burden of migration responsibilities off your shoulders and puts it in the capable hands of expert storage migration consultants. We have the experience and proven vary depending on the environment, methodologies to deal with any migration performance is roughly complexities your particular migration 500GB/hr. Currently, Thin Import only may present. works over fibre channel, which means the source array and destination CML Dell consultants can help with: array must have fibre channel FE ports. The current or planned host connectivity Block level method can be different, but the import process can only be performed over FC array-based migration fibre channel. Thin Import is a built-in feature of Storage Center on Compellent arrays. Host-based migration Data from external storage arrays, which Array-based migration solutions do not are typically thick-provisioned, can be solve all data migration scenarios. In migrated to thin-provisioned volumes some cases, host-based tools, which on the Compellent drive. No additional are OS specific, are an effective way to licenses are required. migrate data. Dell Migration Services The Thin Import process works at have verified and tested the following a block-level, using synchronous tools for multiple OS environments. replication to import the data. All Each host-based tool has stipulations blocks are read on the source LUN and limitations around migrating data. and then written to the destination Dell Migration consultants will discuss volume on the Compellent with blocks the details of each solution with your consisting of all zeroes being omitted. team during the planning phase. The result is a thin-provisioned volume on the Compellent. Although it can Note: For security reasons, Thin Import is primarily an offline activity. Zoning for Thin Import Fabric A Fabric B CLARiiON SPA0, CML Controller 1 Port 1 CLARiiON SPB0, CML Controller 1 Port 2 CLARiiON SPB1, CML Controller 1 Port 1 CLARiiON SPA1, CML Controller 1 Port 2 CLARiiON SPA0, CML Controller 2 Port 1 CLARiiON SPB0, CML Controller 2 Port 2 CLARiiON SPB1, CML Controller 2 Port 1 CLARiiON SPA1, CML Controller 2 Port 2 Important 1. This is an example only - actual ports on source and destination arrays may vary 2. Do NOT just configure and enable these zones - follow step-by-step instructions or data loss may occur. Fig 1: Sample FC connectivity of Dell CML array with a third-party array 7
  • 8. VMware or virtual. The image of the source Migrating from legacy storage vendors contains the server’s system state (the has never been easier for customers server’s configured operating system running VMware Enterprise and and applications) and all of the source Enterprise Plus editions with the built- server’s data. in tool called Storage vMotion. Storage vMotion eliminates the need for service The Double-Take ‘Move’ function disruptions with live, automated uses data replication to allow users to migration of virtual machine disk files continue accessing and changing data from legacy storage to a new Dell during the migration. As changes are destination. Non-disruptive migration made on the source, replication updates of virtual machine disk files to different the image of the source stored on the classes of storage enables cost-effective target in real time. Double-Take Move management of virtual machine disks does not replicate the entire file, only based on usage and priority policies as the file changes. When you’re ready part of a strategy for tiered storage. to cutover to the new server/storage, Double-Take Move then applies the source system state and after a reboot, Virtual Machines makes the source available on what was App App App the target server hardware. OS OS OS Migrating data to a new storage array often provides a good opportunity to migrate or upgrade to the latest Dell ESX Server PowerEdge™ server platforms as well (see Figure 3). Double-Take software includes tools such as Full-Server Failover (FFO) for server migrations that remove Windows hardware driver dependencies, enabling administrators to migrate entire systems — including the system identifier (SID), registry, system files and applications — through a GUI while those systems are still Storage VMotion running (see Figure 3). Once the synchronization is complete, you can shift the new server and storage Fig. 2: Sample Storage vMotion platforms into production. connectivity of Dell storage array with a third-party array Windows Server Delivered on the Windows platform, Dell Migration Migration Services uses Double-Take as Dell PowerEdge 2650 Dell PowerEdge R900 with Microsoft Exchange with Microsoft the solution of choice for a majority of and Double-Take software Exchange and customers. Double-Take software Double-Take is a comprehensive Data workload migration solution that allows Migration TM Production Dell EqualLogic an entire server, known as a source, to Dell/EMC Cx300 PS Series be moved by mirroring an image of Fibre Channel SAN iSCSI SAN that source to the target. The source Fig. 3: Sample Double-Take use cases: and target servers can be physical Server or array migration 8
  • 9. LVM Symantec volume manager LVM is disk management functionality One of the most widely used volume built into many UNIX/Linux platforms. managers in the industry today is Each OS has its own nuance around VxVM from Symantec, which is part provisioning disks within LVM but one of the Storage Foundation Suite. common denominator among them is Symantec Volume Manager (VxVM) that it provides an abstraction level layer is an online storage management between the OS and disks — whether tool that provides a logical volume it’s local, on a DAS, or SAN. From a data management layer, which overcomes migration standpoint, a typical LVM the physical restrictions of hardware disk process involves setting up a mirror of devices by spanning volumes across the data on the legacy storage volumes multiple spindles. Through the support to the new volumes. The next step is to of RAID redundancy techniques (in synchronize the new volumes. Once data migration’s case RAID 1), VxVM the sync is complete, the mirror can be enables migration of volumes across broken at cutover. This usually involves heterogeneous storage arrays. detaching the source volumes. Some Mirroring can be set up with the aid of volume management software includes the VxVM GUI called VMSA or through commands to automate this process. command line. Dell Migration Services With close to no downtime, mirroring is strongly recommends using command a great way to migrate data over to Dell line for mirror-based migration since it storage. offers more control over what is being executed behind the scenes. A known Veritas Volume Manager limitation of Symantec Volume Manager Solaris AIX Linux HP-UX is that RAID 5 volumes are inferior candidates for VxVM-based migrations and other tools must be explored to accomplish the task. Solaris Solaris Volume Manager provides mirror functionality across arrays. To administer Solaris Volume management, use the GUI (called Solaris Management Console) or the command line. AIX Note: Source Array: Target Array: AIX LVM is built into the OS and For simplicity and standardization, LUN Dell|EMC Compellent leveraged for cross-platform storage is considered an array level object, Fig. 4: LVM-based array migrations are migrations as long as the source disks while volume is an LVM term. OS specific are under the control of the LVM. Multiple LUNs can constitute a volume. 9
  • 10. HP-UX appliance provides multi-protocol Mirror/UX, a licensed product from (iSCSI, FC) block level and synchronous HP, provides the functionality to mirror mirroring across heterogeneous volumes and can be extremely useful storage. It also supports a diverse mix for data migrations with a stipulation of operating systems, which makes that the source volumes are not striped migration seamless and pain free for within the logical volume. The output the customers since no downtime below illustrates a scenario that would is required for the duration of the not allow for LVM-based migration. migration. hp5:/home/noman# lvdisplay -v /dev/ There are two downtime windows vg5/mirror_1 | more required, however: one upon insertion --- Logical volumes --- of the appliance, and the second upon LV Name /dev/vg5/mirror_1 cutover to the Dell storage. VG Name /dev/vg5 LV Permission read/write LV Status available/syncd Mirror copies 0 Consistency Recovery MWC Schedule striped LV Size (Mbytes) 1008 Current LE 252 Allocated PE 252 Stripes 3 Stripe Size (Kbytes) 128 Original IO path Source Array Bad block on Change IO path to NSS Allocation strict Activate Mirror IO Timeout (Seconds) default FalconStar NSS Additionally, the source and target disks must be part of the same volume group 1. Prepare Zoning for indirect access Target 2. Move IO path: Downtime (Reboot) to proceed with a data migration. Array 3. Activate Mirror while online 4. Change Mirrorrole while online 5. Remove mirror while online Linux Fig. 5: A simplified NSS Gateway Linux LVM is built into the OS and solution from FalconStor leveraged for cross-platform storage Software would entail this setup migrations as long as the source disks are under the control of the LVM. If LVM is not implemented, Double-Take Backup and recovery is another choice for supported file One of the most traditional methods of systems. performing data migration is backing up the data to disk or tape, setting Appliance-based migration up new storage and restoring to the Dell Migration Services has partnered new storage. This is also the most with FalconStor Software where time consuming way to migrate data previously mentioned tools and because of the downtime required for use cases may not fit the customer the duration of the backup, and then high performance data migration another downtime needed for restore. requirements. Using NSS Gateway This is usually considered a method of Appliance Software, which runs on a last resort for migrating data. two-node Dell R710 cluster server, Dell can migrate any existing third-party SAN storage over to Dell storage with minimal downtime. The HA FalconStor 10
  • 11. File level CIFS Dell Migration Services has partnered NAS with Quest Software for CIFS/Windows- NAS, or file data migration, involves based data migrations. The Quest creating a copy of the data and moving Secure Copy technology enables Dell it from one array/file server to another Services to offer fast, proven enterprise- with little disruption to the production class data migration. This host-based environment. The optimal data data migration software eases the migration tools for NAS not only migrate pain often associated with typical NAS the data and the directory structure but migrations. The first sync between also the file attributes and the ACLs over source and target can be online, and to the target storage. Typical migration the I/O operation can continue to the use cases around NAS include: source array. For a final sync, however, • Consolidating multiple Windows the I/O operation must to be ceased. servers onto a common platform to reduce server sprawl NOTE: This final sync can take up to 20% • Consolidating multiple UNIX-based of the first sync time and requires total exports (from multiple UNIX hosts) downtime on the source array shares onto a common platform being migrated. If an array has a NAS • Creating a cross-platform file appliance attached and additional hosts, sharing (Windows and UNIX servers) those additional hosts do not need to environment that scales beyond come down to migrate shares on the the limit of traditional File Shares NAS appliance. (Windows) and UNIX-based exports rsync Dell Migration Services offers tools for Long established in the UNIX world, CIFS- and NFS-based migrations. rsync is an open source OS- and storage-agnostic tool that remains a top choice among storage administrators. NAS: NFS amd CIFS Dell uses this powerful OS built-in utility Windows Systems UNIX Systems for all NFS-based migrations. Ethernet CIFS NFS Fig. 6: A typical NAS migration involves CIFS & NFS 11
  • 12. Conclusion: Dell Consultants work closely with industry- leading partners to help organizations create an agile storage infrastructure that will improve response to rapid data growth. Many of the challenges faced by Turn to Dell Data Migration Services today’s IT organizations come from the next time you need to migrate data. Our disruption incurred when moving data. experienced strategic consultants can Data migration, storage consolidations help you migrate your data safely and and technology upgrades take longer quickly, without interruption to your and require more IT overhead and day-to-day business operations. expertise. Tiering active and inactive data can mean that storage efficiency The result will be a state-of-the-art, features are underused, while backup optimized and responsive storage system windows take longer and require more ready to meet your business objectives offsite media. Additionally, uneven — today and in the future. Regardless of growth leads to constant storage re- the business model, your commercial provisioning and capacity balancing — success is built around providing service tasks that require operational downtime. levels that meet and exceed your employee and customer demand. Dell Our Data Migration Services practice Storage Solutions and Services provide enables transparent data migration to faster time to value and greater return Dell storage systems without affecting on your infrastructure investments. applications or users. By enabling When it comes to data migration, Dell data movement to take place without brings together the deep expertise, disruption, Dell Migration Services help proven methodologies and multivendor organizations address many of the key expertise to optimize your infrastructure issues around extensive and complex — helping you cut costs, achieve your migrations and storage provisioning. goals and outpace your competition. For more information about solutions for your organization, contact your Dell account representative or visit dell.com/services. This white paper is for informational purposes only, and may contain typographical errors and technical inaccuracies. The content is provided as is, without express or implied warranties of any kind. © 2012 Dell Inc. All rights reserved. Reproduction of this material in any manner whatsoever without the express written permission of Dell Inc. is strictly forbidden. For more information, contact Dell. Dell, the DELL logo, and the DELL badge, Compellent™, PowerConnect™, EqualLogic™, PowerEdge™ and PowerVault™ are trademarks of Dell Inc. Adobe®, Acrobat®, Flash®, Reader®, and Shockwave® are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. Broadcom® is a registered trademark of Broadcom Corporation. Double-Take®, Falconstor®, VMware®, IBM®, HP®, Sun®, Symantec® and XenDesktop® are trademarks of their respective companies, and may be registered in the United States Patent and Trademark Office and in other countries. Intel® is a registered trademark of Intel Corporation in the U.S. and other countries. VMware®, vMotion®, vCenter®, and vSphere® are registered trademarks or trademarks of VMWare, Inc. in the United States or other countries. Microsoft®, Windows®, Windows Server®, Internet Explorer®, and Active Directory® are either trademarks or registered trademarks of Microsoft Corporation in the United States and/or other countries. Scan or click Product and service availability varies by country. Specifications are correct at date of publication but are subject to this code to availability or change without notice at any time. Dell and its affiliates cannot be responsible for errors or omissions in learn how typography or photography. Dell’s Terms and Conditions of Sales and Service apply and are available on request. 12 Dell Services Dell and the Dell logo are trademarks of Dell Inc. Dell disclaims proprietary interest in the marks and names of others. can help your © 2012 Dell Inc.  All rights reserved. organization. June 2012 | Dell Data Migration - A Technical White Paper.indd | Rev. 1.0