ilm on oracle10gr2
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Information Lifecycle
Management(ILM)
for Business Data
October 2006
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ILM for Business Data
This talk focuses on ILM for Business Data
Financial Data
Customer DataProduct DataPeople Data
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What Drives ILM?
Reduce cost to retain data
Vast amounts of data are retained enterprisesfor business and regulatory reasons
Need to optimize the cost of retaining data in thedatabase to avoid skyrocketing costs
Active Data Less Active Data Historical Data
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Database Implementation without
ILM
DIGITAL DATA STORAGE
High PerformanceStorage Tier
ActiveLessActive Historical Archive
Data Lifecycle
TapeArchive
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Match Lifecycle to Storage to
Optimise Cost
High PerformanceStorage Tier
Low CostStorage Tier
Online ArchiveStorage Tier
Active LessActive
HistoricalOfflineArchive
Data Lifecycle
DIGITAL DATA STORAGE
OfflineArchive
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1990 2000 2004
European Data Privacy
Directive All companies doing businessin Europe handling PII
HIPAA Healthcare Insurance All U.S. businesses
handling medicalrecords
Gramm Leach Bliley
Banks and financialservices companies doingbusiness in U.S.
Business
esImpacted
Documentation Regulations
Pharmaceuticals Aerospace/Defense Petrochemical Telcos
DoD 5015.2 (Standard) U.S. DoD U.S Federal Agencies Business dealing with U.S.
Federal Agencies
UK/PRO (Standard)
All companies doingbusiness in UK publicsector
AUS/PRO (Standard)
All companies doing business inAUS public sector
Sarbanes Oxley
All U.S. publiccompanies and private
foreign issuersSEC Rule 17a-3/4
All U.S. companiesengaged in broker-dealer activities
CA Breach Law
All U.S.companies doingbusiness in CAhandling PII
NASD 3010, 3110,NYSE 342
All member companies
Key Idea Compliance
Must guarantee compliance to governmentand business mandates
Intelligent centralized dataplatform allows you to defineand enforce compliancepolicies
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ILM and Oracle
From database perspective ILM is a set ofpolicies and techniques for Managing Data
Managing data is Oracles core competency
Oracle platform can be used to implement ILMpolicies and techniques for business data
Some new technology but mostly an application ofexisting data management capabilities
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Storage
Database
Oracle is Ideal for Business ILM
UnderstandsBusiness Data
Hardware
Independent
Central Point of
Control Customizable
Applications
Interfaces
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Oracle is Ideal for Business ILM
ActiveLessActive
Historical
Oracle Database is the best place toimplement business ILM
Application Transparent ILM
Oracle classifies business datatransparently to the applications
Fine Grained ILM
Oracle manages the lifecycle of
groups of business data down to thelevel of individual rows
Low Cost ILM
Oracle can use low cost storage to
reduce the cost of retaining data
Enforceable Compliance Policies
Oracle has sophisticated techniques todefine and enforce data policies
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Implementing Business ILM
using theOracle Database Platform
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4 Steps to Business ILM
High PerformanceStorage Tier
Low CostStorage Tier
Online ArchiveStorage Tier
1. Define DataClasses
2. Create StorageTiers for theData Classes
3. Create DataAccess andMigrationPolicies
ActiveLessActive
Historical
4. Define andEnforceCompliancePolicies
OfflineArchive
DIGITAL DATA STORAGE
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Step 1 to Business ILM
1. Define DataClasses
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Define Classes of Data First understand data as part
of a business process How is it used?
How long must it be kept? How does access vary over
time?
Choose classification based
on this understanding Classification by Age is mostcommon
Others are possible
Privacy Product ID
Consider a Hybrid Classification
Classify by business attribute
AND age
A
C
TI
V
I
T
Y
D
A
T
A
V
O
L
U
M
E
0 1 1 5 10
Months Years
Active
LowVolume LessActive
HighVolume
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Separate Data by Class
The goal of ILM is to apply different policies todifferent classes of data
To treat data classes differently, you mustphysically separate data by class
Data classes must be mapped to dataattributes e.g. Order date
Table Partitions enable you to separate databy data attribute
Can manage each class (partition) as a unit
Store, move, archive, search, query Partitions are transparent to the application
Use ILM Assistant to define a Lifecycle
All Orders
Q1Orders
Q2Orders
Q3
Orders
Q4Orders
PreviousOrders
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Step 2 to Business ILM
2. Create Storage Tiersfor the Data Classes
High Performance
Storage Tier
Low Cost
Storage Tier
Online Archive
Storage Tier
Offline
Archive
DIGITAL DATA STORAGE
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Create Physical Storage Tiers
High PerformanceStorage Tier
Low CostStorage Tier
Create separate storage areas for high
performance and low cost storage High Performance Storage Tier uses
High performance storage arrays
Disks optimized for throughput
Low Cost Storage Tier uses
Modular arrays for reduced cost
Large capacity commodity ATA disks
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Online Archive Storage Tier
The Online Archive Storage Tier is Very large
Low Activity Read-only or Read-mostly
Store in low cost storage tier Information is still online and always readable
No delay when data needed, always available Storage cost is almost same as tape
Leverage usage patterns to furtherreduce size & cost Defragment and Compress
Rows, tables, files
Declare read-only
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Assign Classes to Storage Tiers
Assign datapartitions toappropriate
storage tiers
All Orders
Q1
Orders
Q2Orders
Q3Orders
Q4Orders
High PerformanceStorage Tier
Low Cost Storage Tier
Online Archive Storage Tier
PreviousOrders
Active Data
LessActive Data
Historical
Data
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Storage Tier VendorStorage Tier Vendor min $/GB max$/GBmin $/GB max$/GB
EMC DMX 1000 73GB,
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Storage Tier Single TierStorage Tier Single Tier Multiple Tiers w/CompressionMultiple Tiers w/Compression
High Performance (2550 GB)High Performance (2550 GB) $74,300.00$74,300.00
High Performance (50 GB)High Performance (50 GB) $1,450.00$1,450.00 $1,450.00$1,450.00
$3,500.00$3,500.00 $3,500.00$3,500.00
$5,600.00$5,600.00
$10,550.00$10,550.00
$14,000.00$14,000.00
$18,950.00$18,950.00
Low Cost (500 GB)Low Cost (500 GB)
Online Archive (2000 GB)Online Archive (2000 GB)
$74,300.00$74,300.00
Usage of appropriate storage tiers reduces total costof ownership by order of magnitudes
Compression reduces TCO even more
Full application transparency
Use ILM Assistant to view and project cost savings
Tiered Storage Sample Costs
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Step 3 to Business ILM
ActiveLessActive Historical
3. Create Data Accessand MigrationPolicies
High PerformanceStorage Tier
Low CostStorage Tier
Online ArchiveStorage Tier
OfflineArchive
DIGITAL DATA STORAGE
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Define Access Policies
Access Policies determinedata visibility
Only authorized data Only recent data
Special users or operationsaccess historical data Hiding historical data speeds up
data scans and maintenance
Implement Access Policies
using Views and VirtualPrivate Database Transparent to the application
SpecialUsers
AuthorizedUsers
High PerformanceStorage Tier
Low CostStorage Tier
Access
Policy
Online ArchiveStorage Tier
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Migrate Data between Classes
Periodically move data betweenstorage tiers as access patterns
change e.g. MOVE PARTITION holding Q2
Orders from high performance storagetier to low cost storage tier
Move important data on demand UPDATE of partition key will cause row to
move to a new partition e.g. product warranty expires
ILM Assistant will advise when timeto move data
High PerformanceStorage Tier
Low Cost
Storage Tier
Q2Orders
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Step 4 to Business ILM4. Define and
EnforceCompliancePolicies
High PerformanceStorage Tier
Low CostStorage Tier
Online ArchiveStorage Tier
OfflineArchive
DIGITAL DATA STORAGE
C t li d C li
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Centralized Compliance
Enforcement It is impractical to manage policy and ensure
compliance on decentralized and fragmented data
Cannot trust everyone to know the rules, andabide by them
Oracle Database Platform provides an intelligentcentral location to store data and enforce datapolicies for compliance
Policies are customizable for businesses specificneeds
Centralized policy definition and enforcement
Centralized access control using Enterprise Users
Flexibility to respond to changing regulations
El t f C li
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Elements of Compliance
Policy Retention
Ensure data is retained unmodified for a specific time period
Immutability
Prove to external party that data is complete and unmodified
Privacy Protect personal and other sensitive data
Auditing
Track and report changes to important data
Expiration
Expunge stale data to limit liability
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Data Retention
Business and regulatory needs dictate
specific retention periods Oracle security can enforce that users cancreate specific kinds of data, but not deleteor modify the data
Privileges to create, modify, and delete canbe independently granted to specific usersfor specific tables
More granular control than file systems
Data can be periodically purged using
privileged procedures Changes in privileges can be audited
Centrally administered
Use ILM Assistant to describe a Lifecycle
Sarbanes-OxleyHIPAAEuropean DataPrivacy Directive
UK PRODOD5015.2-STD
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Immutability
Security enforcement prevents unauthorized changes, butsometimes you must prove that enforcement has not been
bypassed, even by order of the CEO Must prove no data tampering at database level or below whether
intentional or accidental
Oracle can generate a digital signature to prove that data has not
not been modified Signature can be generated on the result of any query
e.g. all the orders booked last quarter
Signature will change if even a single bit of the data is changed
Signature can be time stamped and stored, or given to third party Prevents covering up illegal or unethical activity
ILM Assistant can generate & compare
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Privacy
Oracle provides many methods to ensure data privacy
Virtual Private Database (VPD)
With "Column Relevance", VPD can be configured such thatthe policy is enforced only when a critical column is selected(e.g. salary or credit limit)
Centrally managed control of data access by user
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Auditing
Oracle can audit any change or access to data in the database
Common problem is that auditing every access produces a floodof audit records
Fine Grained Auditing (FGA) specifies the conditions necessaryfor an audit record to be generated
Create relevant and meaningful audit trails FGA policies are bound to a table or view
Audit when a specific column has been selected or updated
E.g. any access to credit card, salary, etc.
Audit changes to closed transactions
Detect changes to financial books that have been closed
Audit actions by administrators or highly privileged users
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Expiration Data eventually expires
No longer needed for legal or businessreasons
Becomes a potential liability
Permanently Remove Expired Data Periodically the partition containing
expired data can be dropped DROP PARTITION
Files containing partition can then beexpunged
Backups of partition can beindependently expunged
DIGITAL DATA STORAGE
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Additional Features for
Implementing ILM
Automatic Storage Management
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Automatic Storage Management
ASM enables the use of inexpensivemodular storage for low cost storage tier
Resiliency
ASM mirrors data across inexpensive modularstorage arrays
Performance ASM Stripes data to ensure no hot spots
Availability ASM Allows online addition and removal of disks
Disk Group
ASM Disk Groups per Storage Tier &
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ASM Disk Groups per Storage Tier &
Partitions
Disk Group L Disk Group HDisk Group P
High Performance
Storage Tier
Low Cost Storage Tier
CurrentMonth
Last 11months
Year2002
Year2001
Year2000
Each Tier uses ASM for load balancingwithin the tier
Partitions are in different disk groups
Data is moved between disk groups using Partition Move Operation, or
Online Reorganization of tables, or
Tablespace Copy followed by rename
Years1995-
1999
Online Archive Tier
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Prevent Data Changes
Sometimes Data reaches a point when itmust never be changed e.g. the electronic
record of a bank cheque
Data can be placed in Read-OnlyTablespace which means:
Backup Only needs to be backed up once
Read-only Media
Can place data on a CDROM or
WORM Deferred Read-Only mode does not
open files unless they are actuallyaccessed
Read
Only
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Table Level ILM ILM can also be done at
the table level
Measure the I/O rate and
I/O rate per gigabyte ofdatabase tables Use v$segment_statistics
Tables with low I/O densitycan go on slower and lowercost storage Use alter table move or
online redefinition to movethe table to a differentstorage tier
High PerformanceStorage Tier
Low Cost Storage Tier
High I/OTables
Low I/OTables
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Moving Non-Partitioned Data
Move files to a storage deviceusing datafile copy
ALTER TABLESPACERENAME DATAFILE
Move tables or partitions usingOnline Redefinition
PackageDBMS_REDEFINITION
Moving Data to a New
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Moving Data to a New
External HomeData is often moved from one database to another e.g. move orders
over 12 months old from OLTP system to Data Warehouse Data can be relocated using
Oracle Streams
Changes made to the OLTP databaseare replicated in the data warehouse
Transportable Tablespaces
Move the entire partition to anotherdatabase e.g. all of this weeks orders
Data Pump Fast unload and load of data in a file
Oracle Warehouse Builder Build custom application to move data
Reducing Storage
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Reducing Storage
Requirements
Remove Unused Space Online Segment Shrink
Removes unused Space within a segment
Move Partition or Table to a new tablespace toeliminate all intra or inter segment unused
space Table Compression
Use when data is no longer changing tocompress row data
Summarize (Materialized View) Long-term a summarized value may be
sufficient rather than each individual record
With so much data being retained, can it be more efficiently stored andmanaged by reducing its storage requirements
S i & P i D
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Securing & Protecting Data
Oracle Database 10gprotects against:
Unauthorised access
Hardware failures Human errors and software failure
Data Corruption
Complete Site Failure
Protect from Human Error using Flashback
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Protect from Human Error using Flashback
A new strategy for point in time recovery
Flashback Log captures old versions of
changed blocks Think of it as a continuous backup
Replay log to restore DB to time
Restores just changed blocks
Its fast - recover in minutes, not hours
Its easy - single command restore
Flashback Database to 2:05 PM
Rewind button for the DatabaseData Files FlashbackLog
New BlockVersion
Disk Write
Corruption Protection using Flash
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Corruption Protection using FlashRecovery Area
On-disk Backups usingRMAN are an important partof ILM
Fully automatic disk based
backup and recovery Nightly incremental backup
rolls forward recovery areabackup
Changed blocks are trackedin production DB
Full scan is never needed Dramatically faster (20x)
Blocks validated to preventcorruption of backup copy
Use low cost ATA disk arrayfor recovery area
Data on all
Storage Tiers
Flash
RecoveryArea
NightlyIncremental
Applied andValidated
WeeklyTape
Archive
Database
Area
Low-CostStorage Tier
OfflineArchive
Tier
DIGITAL DATA STORAGE
Site Failure Protection Data Guard
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Site Failure Protection Data Guard
Data Guard ensures Business Continuity thru standby databases
Physical (identical copy) Logical
Transfer processing to the standby sites for routine maintenance or when adisaster occurs
ProductionDatabase
StandbyDatabase
TransactionShipping
(Real Time Apply)
NoDelay
Highest Data Protection Using
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Low Cost Storage
Combine theFeatures to
Achieve Any Levelof Data Protection
ASM MirroringStorage Failure
Protection
Flashback
Human ErrorProtection
Data GuardSite FailureProtection
FlashRecovery
AreaCorruption
Protection
ILM & Oracle RAC
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& O ac e CReal Applications Clusters
Run All Your Applications
Scalable
Highly Available
No Single Point of Failure
Add Low Cost Capacity on
Demand Servers or Storage
Manageable
Secure
Network
Drive and ExploitIndustry Advances inClustering
Users
No SinglePoint Of Failure
Interconnect
Storage Area Network
SharedCacheSharedCache
CentralizedManagement Console
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What Happens to Data at
Lifecycle End
Data Archiving
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Data Archiving
What happens to data when it is unlikely to be
needed again?
Archive to Tape
Archive to a Database
Efficiently Remove Archive Data using Drop
Partition
Archive to a Database
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Archive to a Database
Online Database Archive
Central Archive for all systems
No delay when data needed, alwaysavailable
Storage cost is almost same as tape
Only backup when data is added Always Readable
No impact on Production system
Use Oracle Warehouse Builder tocreate custom loading
MainArchive
Database
Archive to Tape
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Archive to Tape
Archive expired data in DatabaseFormat for rapid unload
Transportable Tablespaces
Archive Oracle data files directly
Reload files if they are later needed
Data Pump export format Uses Oracle native data types for
high performance
Archive using XML functionality builtinto the Database
Online ArchiveStorage Tier
ExpiredData
OfflineArchive
DIGITAL DATA STORAGE
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ILM Assistant
Oracle ILM Assistant
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Oracle ILM Assistant
Manages your ILMenvironment via a GUIinterface Define Lifecycle Definitions Illustrates Storage Costs &
Savings
Manage Security & Compliance
Calendar of Events
Simulates impact of partitioningon a table
Advises how to Partition a Table
When data needs to be moved Generate Scripts to move
data
Tool downloaded from OTN
Requirements Oracle APEX
Oracle 9i or greater
Cost Savings
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Cost Savings by Storage Tier
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Cost Savings by Storage Tier
Lifecycle Events
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Lifecycle Events
Security & Compliance
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Security & Compliance
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Summary
Partitioning for ILMCustomer Success: NASDAQ
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Customer Success: NASDAQ
NasdaqNasdaq implemented partitioning to enable informationimplemented partitioning to enable information
lifecycle management, supporting twolifecycle management, supporting two--tier storage thattier storage thatmoves agedmoves aged--out data to less expensive storage quicklyout data to less expensive storage quicklyand easily while keeping recent data fresh and upand easily while keeping recent data fresh and up--toto--
date with better performancedate with better performance
Saved millions of dollars in storage costs and eliminatedSaved millions of dollars in storage costs and eliminated
the need to buy additional hardwarethe need to buy additional hardware
http://www.oracle.com/customers/snapshots/http://www.oracle.com/customers/snapshots/nasdaqnasdaq..pdfpdf
ILM and Oracle
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ILM and Oracle
ILM is a data management strategy designed to
Reduce Cost of Retaining Data
Comply with Legal, Regulatory, and Business Mandates
From the database perspective, ILM is a set ofpolicies and techniques for Managing Data
Managing data is Oracles core competency
Oracle platform can be used to implement ILMpolicies and techniques for business data
Some new technology but mostly an application of existingdata management capabilities
Benefits of Oracle for ILM
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Benefits of Oracle for ILM
Performance
Security
Safety
Consistency
Flexibility
Hardware
LongevitySimplicity
Open
- Fastest and most functional access to data
- Retained data uses same security as current data
- Full protection from corruptions, errors, disasters
- Data is transactionally consistent
- Easily adapts to changing requirements
- Total hardware independence
- Oracle Databases will be supported for decades- No specialized data stores to manage
- Standard SQL interfaces
Over 25 years of investment in Data Management
Conclusion Oracle Database for ILMI l t li i i
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Active LessActive Historical
Low CostStorage Tier
HighPerformanceStorage Tier
Financial DataCustomer DataProduct Data
Online ArchiveStorage Tier
OfflineArchive
DIGITAL DATA STORAGE
Implements policies in a
application transparent fashion Stores maximum data for
lowest cost
Centralizes compliance
enforcement ILM Assistant can model future
environment
Understanding of data and
knowledge of access patternmakes it the best location toimplement business ILM
Further Information
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OTN
For white papers, presentations, eSeminar
http://www.oracle.com/technology/deploy/ilm/index.html