Introduction
This chapter describes the IBM Spectrum Virtualize product that is implemented in a cloud environment, which is referred to as IBM Spectrum Virtualize for Public Cloud. A brief overview of the technology that is behind the product introduces the drivers and business values of using IBM Spectrum Virtualize in the context of public cloud services. It also describes how the solution works from a high-level perspective.
This publication describes IBM Spectrum Virtualize for Public Cloud V8.3.
In this chapter, the following topics are described:
1.1 Introduction to IBM Spectrum Virtualize for Public Cloud
Companies are currently undergoing a digital transformation, and making architecture decisions that determine how their businesses are going to operate in the next couple of years. They recognize the value of delivering services by using the cloud, and many of them are already using public clouds to some degree. The role of the cloud is maturing and it is more often being considered as a platform for innovation and business value. The cloud is a key enabler to drive transformation and innovation for IT agility and new capabilities.
Nevertheless, one of the challenges for these organizations is how to integrate those public cloud capabilities with the existing back- nd. Organizations want to retain flexibility without introducing new complexity or requiring significant new capital investment.
Cloud integration can occur between different endpoints (cloud-to-cloud, on-premises to off-premises, or cloud to non-cloud) and at different levels within the cloud stack: infrastructure layer, service layer and, for example, at the application layer or at the management one. Within the infrastructure as a service (IaaS) domain, storage layer integration is often the most attractive approach for ease of migration and replication of heterogeneous resources and data consistency.
In this sense, coming from the IBM Spectrum Storage™ family, IBM Spectrum Virtualize for Public Cloud supports clients in their IT architectural transformation and migration towards the cloud service model, enabling hybrid cloud strategies or, for a cloud-native workload, providing the benefits of familiar and sophisticated storage functions on public cloud data centers, enhancing the existing cloud offering.
Running on-premises, IBM Spectrum Virtualize software supports capacity that is built into storage systems, and capacity in over 400 different storage systems from IBM and other vendors. This wide range of storage support means that the solution can be used with practically any storage in a data center today and integrated with its counterpart IBM Spectrum Virtualize for Public Cloud, which supports Amazon Web Services (AWS) Elastic Block Store (EBS) and its various options, which are detailed in Chapter 3, “Architecture of the solution” on page 23 and Chapter 4, “Planning and preparation for the IBM Spectrum Virtualize for Public Cloud on AWS deployment” on page 37.
 
Note on the Storwize rebranding: On 02/11/2020 IBM rebranded IBM Storwize storage systems as IBM FlashSystem, so for example IBM Storwize V5030 is now called IBM FlashSystem 5030. This book been updated to use the new terminology., but you might still see the “Storwize” name in some of the links.
1.2 IBM Spectrum Virtualize for Public Cloud
Designed for SDS environments, IBM Spectrum Virtualize for Public Cloud represents a solution for public cloud implementations, and includes technologies that both complement and enhance public cloud offering capabilities.
For example, traditional practices that provide data replication simply by copying storage at one facility to largely identical storage at another facility are not an option for public cloud. Also, using conventional software to replicate data imposes unnecessary loads on application servers. More detailed use cases are analyzed in Chapter 2, “Typical use cases for IBM Spectrum Virtualize for Public Cloud” on page 9.
IBM Spectrum Virtualize for Public Cloud delivers a powerful solution for the deployment of IBM Spectrum Virtualize software in public clouds. This new capability provides a monthly license to deploy and use IBM Spectrum Virtualize for Public Cloud on AWS to enable hybrid cloud solutions, which offer the ability to transfer data between on-premises data centers by using any IBM Spectrum Virtualize -based appliance and multiple cloud environments.
With a deployment that is designed for the cloud, IBM Spectrum Virtualize for Public Cloud can be deployed in cloud data centers around the world where, after provisioning the infrastructure, an installation script automatically installs the software.
1.2.1 Primers of storage virtualization and software-defined storage
The term virtualization is used widely in IT and applied to many of the associated technologies. Its usage in storage products and solutions is no exception. IBM defines storage virtualization in the following manner:
Storage virtualization is a technology that makes one set of resources resemble another set of resources, preferably with more wanted characteristics.
It is a logical representation of resources that is not constrained by physical limitations and hides part of the complexity. It also adds or integrates new functions with existing services and can be nested or applied to multiple layers of a system.
The aggregation of volumes into storage pools enables you to better manage capacity, performance, and multiple tiers for the workloads. IBM Spectrum Virtualize for Public Cloud provides virtualization only at the disk layer (block-based) of the I/O stack, and for this reason is referred to as block-level virtualization, or the block aggregation layer. For the sake of clarity, the block-level volumes that are provided by the cloud are exposed as target volumes, and are seen by IBM Spectrum Virtualize as a managed disk (MDisk).
These MDisks are then aggregated into a storage pool, sometimes referred to as a managed disk group (mdiskgrp). IBM Spectrum Virtualize then creates logical volumes (referred to as volumes or VDisks) that are striped across all of the MDisks inside of their assigned pool.
The virtualization terminology is included into the wider concept of SDS, an approach to data storage in which the programming that controls storage-related tasks is decoupled from the physical storage hardware. This separation allows SDS solutions to be placed over any existing storage systems or, more generally, installed on any commodity x86 hardware and hypervisor.
Shifting to a higher level in the IT stack allows for a deeper integration and response to application requirements for storage performance and capabilities. SDS solutions offer a full suite of storage services (equivalent to traditional hardware systems) and federation of multiple persistent storage resources: internal disk, cloud, other external storage systems, or cloud and object platforms.
In general, SDS technology uses the following concepts:
A shared-nothing architecture (or in some cases a partial or fully shared architecture) with no single point of failure and nondisruptive upgrades.
Scale-up or scale-out mode: Add building blocks for a predictable increase in capacity, performance, and resiliency.
Multiple classes of service: File-based, object-based, block-based, and auxiliary and storage support service. SDS solutions may also be integrated together into a hybrid or composite SDS solution.
High availability (HA) and disaster recovery (DR): Able to tolerate levels of availability and durability as self-healing and adjusting.
Lower total cost of ownership (TCO): Lower the TCO for those workloads that can use SDS.
1.2.2 Benefits of IBM Spectrum Virtualize for Public Cloud
IBM Spectrum Virtualize for Public Cloud offers a powerful value proposition for enterprise and cloud users who are searching for more flexible and agile ways to deploy block storage on cloud. Using standard Intel servers, IBM Spectrum Virtualize for Public Cloud can be easily added to existing cloud infrastructures to deliver more features and functions, which enhance the storage offering that is available on the public cloud catalog. The benefits of deploying IBM Spectrum Virtualize for Public Cloud are two-fold:
Public cloud storage offering enhancement: IBM Spectrum Virtualize for Public Cloud enhances the public cloud catalog by increasing standard storage, and offering capabilities and features that decrease specific limitations:
 – Snapshots: A volume’s snapshots occur on high-tier storage with no options for a lower-end storage tier. Using IBM Spectrum Virtualize, the administrator has more granular control, which enables a production volume to have a snapshot that is stored on lower-end storage.
 – Volume size: Most cloud storage providers have a maximum volume size (typically a few terabytes) that can be provided by a few nodes. At the time of writing,
IBM Spectrum Virtualize allows for up to 256 TB and up to 20,000 host connections.
 – Native storage-based replication: Replication features are natively supported, but are typically limited to specific data center pairs and a predefined minimum recovery point objective (RPO). They are accessible only when the primary volume is down.
IBM Spectrum Virtualize provides greater flexibility in storage replication to allow for user-defined RPO and replication between any other system running IBM Spectrum Virtualize.
New features for public cloud storage offering: IBM Spectrum Virtualize for Public Cloud introduces to the public cloud catalog new storage capabilities. Those features are available on SAN Volume Controller and IBM Spectrum Virtualize, but are not available by default. These additional features that are provided on public cloud are related to hybrid cloud scenarios and its support to foster all those solutions for improved hybrid architectures:
 – Replication or migration of data between on-premises storage and public cloud storage: In a heterogeneous environment, replication consistency is achieved through storage-based replica peer cloud storage with primary storage on-premises. Due to standardization of the storage service model and inability to move its own storage to a cloud data center, the storage-based replica is achievable only by involving an SDS solution on-premises.
In this sense, IBM Spectrum Virtualize for Public Cloud offers data replication between the FlashSystem family, SAN Volume Controller, or VersaStack and Public Cloud and extends replication to all types of supported virtualized storage on-premises. Working together, IBM Spectrum Virtualize and IBM Spectrum Virtualize for Public Cloud support synchronous and asynchronous mirroring between the cloud and on-premises for more than 400 different storage systems from a wide variety of vendors. In addition, they support other services, such as IBM FlashCopy® and IBM Easy Tier®.
 – DR strategies between on-premises and public cloud data centers as alternative DR solutions: One of the reasons to replicate is to have a copy of the data from which to restart operations in case of an emergency. IBM Spectrum Virtualize for Public Cloud enables DR for virtual and physical environments, thus adding new possibilities compared to the software replicators in use today that handle virtual infrastructure only.
 – Benefit from familiar, sophisticated storage functions in the cloud to implement reverse mirroring: IBM Spectrum Virtualize enables the possibility to reverse data replication to offload from a cloud provider back to on-premises or to another cloud provider.
IBM Spectrum Virtualize, both on-premises and on cloud, provides a data strategy that is independent of the choice of infrastructure, which delivers tightly integrated functions and consistent management across heterogeneous storage and cloud storage. The software layer that is provided by IBM Spectrum Virtualize on-premises or in the cloud can provide a significant business advantage by delivering more services faster and more efficiently, enabling real-time business insights and supporting more customer interaction.
Capabilities such as rapid, flexible provisioning; simplified configuration changes; nondisruptive movement of data among tiers of storage; and a single user interface helps make the storage infrastructure (and the hybrid cloud) simpler, more cost-effective, and easier to manage.
1.2.3 Features of IBM Spectrum Virtualize for Public Cloud
IBM Spectrum Virtualize for Public Cloud helps make cloud storage volumes (block-level) more effective by including functions that are not natively available on the public cloud catalogs and that are traditionally deployed within disk array systems in the on-premises environment. For this reason, IBM Spectrum Virtualize for Public Cloud improves and expands the existing capabilities of the cloud offering.
Table 1-1 summarizes the IBM Spectrum Virtualize for Public Cloud features and benefits.
Table 1-1 IBM Spectrum Virtualize for Public Cloud features and benefits
Feature
Benefits
Single point of control for cloud storage resources.
Designed to increased management efficiency.
Designed to help support application availability.
Pools the capacity of multiple storage volumes.
Helps overcome the volume size limitations.
Helps manage storage as a resource to meet business requirements, and not just as a set of independent volumes.
Helps an administrator to better deploy storage as required beyond traditional “islands”.
Can help to increase the use of storage assets.
Insulate applications from maintenance or changes to a storage volume offering.
Clustered pairs of servers that are configured as IBM Spectrum Virtualize for Public Cloud engines.
Use of cloud-catalog Intel servers foundation.
Designed to avoid single point of hardware failures.
Manages tiered storage
Helps to balance performance needs against infrastructures costs in a tiered storage environment.
Automated policy-driven control to put data in the right place at the right time automatically among different storage tiers or classes.
Easy-to-use IBM FlashSystem family management interface
A single interface for storage configuration, management, and service tasks regardless of the configuration that is available from the public cloud portal.
Helps administrators use storage assets and volumes more efficiently.
IBM Spectrum Control™ Insights and IBM Spectrum Protect™ provide more capabilities to manage capacity and performance.
Dynamic data migration
Migrate data among volumes or LUNs without taking applications that use that data offline.
Manage and scale storage capacity without disrupting applications.
Advanced network-based copy services
Copy data across multiple storage systems with IBM FlashCopy.
Copy data across metropolitan and global distances as needed to create high-availability storage solutions between multiple data centers.
Thin provisioning and snapshot replication
Reduce volume requirements by using storage only when data changes.
Improve storage administrator productivity through automated on-demand storage provisioning.
Snapshots are available on lower-tier storage volumes.
IBM Spectrum Protect Snapshot application-aware snapshots
Performs near-instant application-aware snapshot backups, with minimal performance impact for IBM DB2®, Oracle, SAP, Microsoft SQL Server, and Microsoft Exchange.
Provides advanced, granular restoration of Microsoft Exchange data.
Native IP replication
Embedded compress replication traffic for WAN optimization.
Reduces network costs or speed replication cycles, improving the accuracy of remote data.
IBM Spectrum Connect Cloud Storage Management
Manages container storage in Kubernetes.
 
Note: The following features are not supported in the first IBM Spectrum Virtualize for Public Cloud release:
Stretched cluster
IBM HyperSwap®
IBM Real-time Compression™
Data deduplication
Encryption
Data reduction
Unmap
Cloud backup
Hot spare node
Some of these features are planned for future releases and will be prioritized for implementation based on customer feedback.
1.3 IBM Spectrum Virtualize for Public Cloud on AWS
The initial release of IBM Spectrum Virtualize for Public Cloud is available on AWS. Block virtualization further uses public cloud infrastructure for various types of workload deployments whether it is new or traditional. The following features are supported on the AWS infrastructure:
Data replication with any IBM Spectrum Virtualize product and between public clouds
FlashCopy snapshots in the cloud
Common Management: IBM Spectrum Virtualize GUI
Deployment in any AWS region
Encryption at rest by using EBS encrypted volumes
Data redundancy with volume mirroring
Automated block-level storage tiering by using Easy Tier
Scale on demand by thin provisioning volumes and paying for AWS storage as you grow
The AWS infrastructure is an established platform for today’s computing needs. By deploying the IBM Spectrum Virtualize for Public Cloud platform, the features of IBM Spectrum Virtualize further enrich the capabilities of the cloud infrastructure. Figure 1-1 shows the general layout of IBM Spectrum Virtualize for Public Cloud on AWS.
Figure 1-1 High-level architecture of IBM Spectrum Virtualize for Public Cloud on AWS
In AWS, the EBS storage is directly attached to the IBM Spectrum Virtualize node instances that compose a single node pair (or I/O group) that provides a shared storage pool that is used by IBM Spectrum Virtualize. IBM Spectrum Virtualize supports the following Amazon EBS types:
General Purpose solid-state drive (SSD) (gp2)
Provisioned IOPS SSD (io1)
Throughput Optimized hard disk drive (HDD) (st1)
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