tsm hsm explained - oxford university tsm...

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IBM Software Group

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© 2003 IBM Corporation1

TSM HSM Explained

Christian Bolik ([email protected])IBM Tivoli Storage SW Development

Oxford University TSM Symposium 2003

IBM Software Group | Tivoli software

© 2003 IBM Corporation2 | TSM HSM Explained | Oxford Symposium 2003 |

Agenda

Introduction

How it works

Best Practices

Futures

References

2

IBM Software Group

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Introduction



TSM HSM and e-business on demand

Goals of -business on demand:

Computing as a utilityIntegrate business processesIncrease utilization of existing assets

File-level storage virtualizationActive data is retained on online storageInactivate data is moved to near-line storage, making space available on online storageFaster, “on demand” restores

TSM HSM provides:

HSM

Cost Savings

3



Definition of HSM (the TSM-way)

Current official name is “IBM Tivoli Storage Manager for Space Management” (others were “Tivoli Space Manager”, “ADSM HSM”, …)

HSM automatically migrates files from on-line to near-line storage (typically from disk to tape), based on policy settings

Small “stub files” are retained on disk, appearing as the original files, thus ensuring transparency of HSM for user applications

Stub files contain information pointing to corresponding entry in TSM server DB (using an opaque “id”, thus independent from stub’s path)

Migrated files are recalled automatically back to disk as required

Note: TSM server has its own type of HSM for migration of files in its storage pool hierarchy



TSM HSM Reconciliation

Main purpose since TSM HSM V4.1.2: Release TSM server storage for migration copies of deleted/modified files

Determination of migration candidates now done by separate “dsmscoutd”daemon

Is one of the more “controversial” features of TSM HSM:Makes TSM HSM more space-efficient than any other UNIX HSM:

• obsolete file copies are removed from server storage• other HSMs may use these copies as backup substitutes

Used to be a very expensive operation since full tree traversals were required to compare local file system and server namespaces

Since 4.1.2 full tree traversals in most cases no longer required, HSM maps directly from server namespace to local filesystem

Exception: full tree traversal for now still required once after stubs restored using “dsmc restore –restoremigstate=yes”

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TSM HSM comes in 2 flavors:

File System

HSM for IBM AIX JFS: VFS-based

Se

rvic

es

VFS-type “fsm”

Pseudo DeviceDriver

Applications

HSM Daemonsand Utilities

HSM for IBM AIX GPFS and Sun Solaris VxFS: DMAPI-based

File System

DMAPI

Applications



HSM as a Client/Server application

“HSM-Client”

VFS

Utilities

Daemons

PDD

• Migrates files• Recalls files• Assigns policy• Monitors FS’s

“HSM-Server”

Policies

TSM-Server

Storage Pools(Disk, Tape, Optical)

• Provides near-line storage• Provides policy• Performs server-side HSM

migrate

recall

5

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How it works



Monitor DaemonScout Daemon

worker

3. Readentries

pools ofmigration

candidates

4. Traverse FS

5. Create

6. MonitorThresholds

dsmmigfs

1. Add HSM to FS(JFS HSM: mount “fsm” VFS)

dsmmigfstab

2. Add entry

LT

HTFile

System

Act 1: Adding HSM

Recall Daemon

worker

6




worker

Recall Daemon

worker

9. Readfile

10. Sendfile

TSM-Server

3. Readentries

pools ofmigration

candidates

4. Traverse FS

5. Create


dsmmigfs


dsmautomig

worker

7. If above HT:Start automigr.

8. Read entry

11. “Stub” file

12. Reached LT?yes done

dsmmigfstab

2. Add entry

LT

HTFile

System

Act 2: Automigration




worker

Recall Daemon

worker

9. Readfile

10. Sendfile

TSM-Server

3. Readentries

pools ofmigration

candidates

4. Traverse FS

5. Create


dsmmigfs


dsmautomig

worker


8. Read entry

11. “Stub” file


dsmmigfstab

2. Add entry

LT

HTFile

System

Act 3: Recalling filesVFS

DMAPI13. Stub access(read, write, trunc)

pendingrecallqueue 14. Add

15. Readentry

16. Receive file17. Write file

7




worker

Recall Daemon

worker

9. Readfile

10. Sendfile

TSM-Server

3. Readentries

pools ofmigration

candidates

4. Traverse FS

5. Create


dsmmigfs


dsmautomig

worker


8. Read entry

11. “Stub” file


dsmmigfstab

2. Add entry

LT

HTFile

System

Act 4: Reconciling HSMVFS



15. Readentry


18. Time to reconcile 18. Reconcile now

dsmreconcile

19. Read listof migr. files

20. Compare21. Inactivate/deleteoutdated files

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TSM HSM’s use of the DMAPI

8



DMAPI: What it is

DMAPI is an open standard defined 1997 by The Open Group

Official name: “Data Storage Management (XDSM) API”

Goal: Independence of data management applications from underlying file system types

Avoidance of kernel code by applications using DMAPI

DMAPI in general provided by file system implementation

Examples of file systems supporting DMAPI:XFS for SGI IRIX and Linux, GPFS for IBM AIX and Linux, Veritas VxFS for Sun Solaris, JFS for HP-UX, JFS2 for AIX 52B




worker

Recall Daemon

worker

9. Readfile

10. Sendfile

TSM-Server

3. Readentries

pools ofmigration

candidates

4. Traverse FS

5. Create


dsmmigfs


dsmautomig

worker


8. Read entry

11. “Stub” file


dsmmigfstab

2. Add entry

LT

HTFile

System

Where HSM uses DMAPIVFS



15. Readentry


18. Time to reconcile 18. Reconcile now

dsmreconcile

19. Read listof migr. files

20. Compare21. Inactivate/deleteoutdated files

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DMAPI-based vs. VFS-based HSM

Pros:all user-level code (almost), lower maintenance cost

automatic generation of file-/file-system-related events

large portion of code can be reused across DMAPI implementations

DMAPI has broad adoption by file system and storage management vendors

Cons:files need to be staged to disk before user app can access them

standard contains mandatory and optional partssome implementation differences

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TSM HSM Best Practices

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System Factors on HSM

Number of managed file systems:The more, the higher the HSM work load (monitoring, etc.)

Mix of file sizes:The more large files, the faster HSM finds “good” migration candidates

Directory structure:“Flat” structures in general are traversed more quickly

Number of files in a given file system:Affects time required for a “full” reconcile, e.g., after stubs were restored

Rate of file creation/recalls:The higher the creation rate, the more often automigration needs to run

The higher the recall rate, the higher the probability of getting into a “thrashing” situation

• May be alleviated using management class parameter “automignonuse”(minimum days since last access), but need to have sufficient “old” files



Tips and Best Practices

Place primary HSM storage pool on disk, with a “next”/secondary storage pool on tape (or optical) to avoid tape drive contention

Exploits TSM’s server-side HSM

Set “cache” option of disk stg pool to “yes”

Adjust HSM system-wide and file system-specific options according to environment, e.g.:

Value of MAXCANDPROCS should match number of managed file systems for maximum concurrency

Many concurrent requests to migrated files: value of MAXRECALLDAEMONS should be increased

see the “HSM Field Guide” for more on this

Create/read-only file systems don't require reconciliation between file system and TSM server (set RECONCILEINTERVAL to 0)

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TSM HSM and Backup

HSM is not a backup solution:When HSM migrates a file, the file is essentially “moved” rather than “copied”

Need to take care to always have at least 2 copies of each file

HSM is integrated with TSM Backup and Restore:“Inline backup” when backing up migrated files to same TSM server, migrated files are not recalled during backup (unless file has ACL set)

Files can be prevented from being migrated if no current backup copy exists (using policy setting “migrequiresbkup”)

Migrated and premigrated files are by default restored to stubbed state, helps cut down on restore time when restoring entire file systems

Backing up a modified file will update its “last access” timestampOption PRESERVELASTACCESSDATE introduced in TSM 5.1.5



“On Demand” Restore

HSM can be used to accelerate restores significantlyFiles that were migrated or premigrated are restored to “empty”stubs (without any file data => no tape mounts necessary)

Requires “-restoremigstate=yes” on “dsmc restore” command (default)

Even faster: dsmmigundeleteSimply recreates stubs for all the (pre-)migrated files the server knows aboutDrawbacks with respect to dsmc restore:

Resident files/empty directories not restoredACLs not restored (dsmc restores complete file if ACL present)“Point in time” restores etc. not possibleFile renames/moves after migration may not be captured

See HSM Field Guide for more details

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TSM HSM Futures



Some “Past Futures” since 2000

3.7.2 (GA’ed 04/00)Introduced file system-specific “maxcandidates” parameter to limit candidates search (trade-off speed vs. “best” candidates)

Allowed overlapping of dsmreconcile and dsmautomig runs

4.1.2 (GA’ed 12/00): Concurrent auto-migration of multiple files per file system

Dedicated subprocess for candidates determination (dsmscout), scans only until set number of candidates found, resumes where left off

dsmreconcile “immediate synchronization” avoids full tree traversal in most cases (except after restore with “restoremigstate = yes”)

Full concurrency of dsmreconcile and dsmautomig

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“Past Futures” (2)

4.2.1 (GA’ed 3Q01)Candidates determination now controlled by separate daemon (dsmscoutd)Added MAXCANDPROCS, CANDIDATESINTERVAL options to better control candidates determination processNew MINMIGFILESIZE option to specify minimum size of migratable files

5.1.0 (GA’ed 1Q02)Support for fail-over of HSM for AIX JFS for HACMP

5.1.5 (GA’ed 3Q02)User exits for HSM for AIX JFS (stubnotify, recallstart, recallend)

5.2.0 (GA’ed 1Q03)Streaming recall mode for HSM for AIX JFS and Sun Solaris VxFSNon-root users can run HSM utilities, same as for AIX JFS HSM



TSM HSM Roadmap 2003/2004

Scheduled for 4Q03:Basic HSM support for HP-UX JFS (DMAPI-based)

Basic HSM support plus streaming recall mode for Linux/x86 GPFS (DMAPI-based)

LAN-free HSM migrate/recall for AIX GPFS• Requires TSM Storage Agent to be installed on HSM nodes• Supported for sequential media only (i.e. not for disk stg pools)

Partial file recall for AIX GPFS• Equivalent to TSM API’s “partial object restore” function• Recalls only requested portion, plus some “read-ahead” buffer to

exploit tape streaming mode• Can delay need for threshold/demand migration

Dates and content subject to change based on business decisions

14



TSM HSM Roadmap 2003/2004 (2)

Scheduled for 2H04:Distributed (“multi-node”) HSM for AIX GPFS:

• Automatically distribute migrates/recalls across multiple nodes in GPFS nodeset

• Remote “mover” nodes centrally controlled by dsmautomig and dsmrecalld

LAN-free HSM migrate/recall for Linux GPFS

Partial file recall for Linux GPFS

Distributed HSM for Linux GPFS

New Java-based HSM GUI




Potential Future Enhancements

Platform support:TSM HSM for Windows NTFS, AIX 5.2 JFS2, Linux/JFS (xSeries, zSeries)Solaris cluster, Veritas cluster

Product integration:“Active SRM” (integrate HSM and SRM)Extend TSM server’s “simultaneous write” capability for immediate backup-on-migrate/premigrate-on-backupInline migrate: clone from backup (opposite of inline backup)Premigrate/look for migration candidates during backupEnable “on demand” restore for resident files also (by “recalling” their data from backup storage pool)Auto-backup if “migrequiresbackup” set, rather than skip


15



More Potential Future Enhancements

Capability:Auto-inactivate (pre-)migrated copies on write

More flexible/customizable migration candidate criteria

Migrate-on-close recall mode for DMAPI-based HSMs

Reporting: better audit trail capabilities, capture number of automigrations over time (history), file-level “thrashing” report

“Striping” of very large files across multiple tapes (parallel transfer ofmultiple file segments)

…what else?


IBM Software Group

®


References

16



References

TSM HSM on the Web:http://www-3.ibm.com/software/tivoli/products/storage-mgr-space/

Tivoli Field Guide on HSM (from January 2003):http://www-1.ibm.com/support/entdocview.wss?rs=0&uid=swg27002498

DMAPI specification:http://www.opengroup.org/onlinepubs/9657099/

e-business on demand:http://www.ibm.com/ondemand

SNIA shared storage model:http://www.snia.org/tech_activities/shared_storage_model

IBM Software Group

®


TSM HSM Explained

Christian Bolik ([email protected])IBM Tivoli Storage SW Development

Oxford University TSM Symposium 2003

17

IBM Software Group

®


Backup Slides



TSM HSM and the SNIA Shared Storage Model

Block layerBlock layer

Host

DeviceBlock aggregation

Storage devices (disks, …)Storage devices (disks, …)

File/record layerFile/record layer

Sto

rag

e d

om

ain

Application

Database(DBMS)

File system(FS)

Se

rvic

es

Network

HSM

18



DMAPI: Concepts and terms

“Sessions”:DMAPI is session-based, to manage resources such as event queues

“Events”:DMAPI applications can subscribe to be notified when specific events in the file system occur ( HSM recall)

“Holes”:DMAPI applications can request for a portion of a file to be released ( HSM stub file creation)

“Managed regions”:Portions of files for which events should be generated upon access, as specified by the DMAPI application ( access to HSM stubs)

“Handles”:In DMAPI all files are referenced by unique handles, not by path/name



How HSM uses the DMAPI

dm_write_invisRecall Daemon bypasses DMAPI event mechanism

17. Write File

dm_set_disp,dm_get_events

Recall Daemon receives event if managed region/stub is accessed

13. Stub Access

dm_set_region,dm_punch_hole,dm_set_dmattr

Dsmautomig “punches hole” into file, sets managed region

11. Create Stub File

dm_read_invisDsmautomig reads using DMAPI function, avoids time stamp updates

9. Read File

dm_set_disp,dm_get_events

Monitor Daemon registers for DMAPI “NOSPACE”event

6. Monitor Thresholds

dm_get_dirattrs,dm_get_dmattr

Scout Daemon does bulk processing of dirs

4. Traverse FS

tsm hsm explained - oxford university tsm...

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