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