The Benefits of Server Consolidation for Utilities Infrastructure by Chris Trayhorn, Publisher of mThink Blue Book, November 15, 2000 Although the notion of consolidation is not new, advances in open system functionality on the part of hardware vendors over the past few years have paved the way for increasing opportunities to consolidate. The linked goals of reducing IT complexity, lowering total cost of ownership (TCO), and providing a better way to access and manage an organization’s information and resources are inherent to server consolidation initiatives – and are now more attainable than ever. For many organizations, consolidation is not just a tactical initiative but also part of a larger, strategic data center direction. So companies are using consolidation to control costs and complexity and also combining consolidation with other infrastructure initiatives to move toward a more flexible and responsive overall architecture to meet the challenge of today’s demanding business environment. The Road To Server Consolidation There are several different ways to consolidate, from simply bringing existing systems under common management practice to consolidating many heterogeneous applications and services on one or a few systems. But all server consolidation initiatives involve several steps, from high-level consideration of business goals to tactical planning and timelines. Since consolidation can be quite complex, many companies start with a pilot project and then leverage their experience into larger efforts. Some IT organizations have the resources to perform consolidations in-house, but most depend on outside service firms for at least portions of the project. TCO and More For many companies, the overriding benefit of a server consolidation project is more-efficient use of resources and lower TCO. New server technologies, such as domains and dynamic reconfiguration, enable IT managers to allocate resources dynamically and manage service levels, thereby enabling better utilization and control of system resources. By integrating a server consolidation initiative with flexible systems, IT management can not only reduce the number of hardware and software platforms it has to deal with but can also apply more standardized procedures and disciplines to a streamlined and often recentralized environment. Simplified management leads to improved service levels and uptime for the organization, which results in more efficient resource utilization. Although underutilization is common in distributed environments, many companies also have systems that are taxed to the point that workloads exceed capacity, leading to degraded response time and even system downtime. In cases where technicians develop, test, and run production environments on the same system, these groups can work at cross-purposes, with developers testing applications by pushing them to the limit while production managers strive to keep the environment stable. Server consolidation enables an organization to plan how applications are combined onto specific systems and to apply consistent management practices that keep systems and information available. A more effective computing environment then leads to better skills utilization. With distributed systems, many users have had to perform double duty as systems administrators – a job they’re often not prepared to handle effectively and rarely learn thoroughly. When systems are consolidated and recentralized, an experienced data center professional can do a much better job of bringing together multiple disparate platforms and running them as a single seamless environment. Companies that have consolidated require fewer administrators and managers and can often re-deploy them from routine maintenance tasks to strategic development projects. At the same time, a company that is consolidating its systems has a better chance of justifying the hiring of an expert staff. A consolidated environment also facilitates proactive, rather than reactive, management. Figure 1 Client-server trends Planning a Strategy The steps involved in a server consolidation strategy vary from company to company, but most would agree on the following general outline: Business Goal Clarification First, companies need to prioritize their business goals and decide what they want consolidation to do for them. These goals might include reducing total cost of ownership, deploying new or modified applications faster and more effectively, providing accurate and timely information to improve decision-making, improving user satisfaction, providing better service at lower cost, and many other objectives that all leading organizations are striving to reach. Once business goals are defined, support for technical goals can be determined. For example, to reduce TCO, companies may want to reduce storage costs associated with data replication, purchase fewer large systems, and reduce third-party software costs by supporting fewer versions. Asset Identification With the goals clear, the first tactical step in server consolidation is to inventory the environment. This step can be difficult and time-consuming, but to achieve the best-possible return on investment, it is critical to know exactly what hardware – everything from memory modules to storage devices to servers – is deployed in each consolidation target area as well as what operating systems and revision levels, databases, custom software, and packaged applications are in use. Capacity Study With resources inventoried, the time has come to determine the right types and number of servers for a pilot project. The best targets for consolidation are systems with stable configurations and well-understood usage and performance characteristics. It’s also important to understand the operational requirements of the consolidation targets. For example, high priority should be given to evaluating issues such as downtime, batch job windows, disaster recovery scenarios, backups, concurrent users, and response time for each of the systems that will be consolidated. Proposal and Plan Development The consolidation proposal and plan document should take the information gathered from the asset identification and capacity study and recommend a configuration for the consolidation server. Some proposals, for example, include a TCO study, developed from a database of acquisition costs, depreciation, operating costs, and other customer-supplied information that provides a basis for comparing distinct solutions. In addition, the proposal and plan should give a detailed timeline for implementation. Consolidation Some companies have the in-house expertise to carry out a server consolidation pilot project from start to finish. Many, if not most, companies, however, seek out a consulting firm with expertise in enterprise servers and storage, system software, networking, and database environments. If porting or special customization is needed, consultants often enlist the support of outside technical resources. In addition, a consulting firm should be able to help design reliability and performance tests for consolidated systems; recommend or offer software development and system management tools; keep technical personnel current on consolidation trends; and keep management apprised of the results that other, similar consolidation customers are experiencing. Choosing a Platform In evaluating hardware partners and platforms for a consolidation project, it is important to take a look at the kinds of technology they offer, to see whether those technologies mesh with the company’s vision of what consolidation should ultimately do. Because consolidation means moving various applications and services onto fewer machines, the platform being considered should provide strong solutions in the following areas: Scalability To have the flexibility to add users, data, and applications easily, the consolidation platform should be scalable. IS managers with scalable platforms under their management are able to add processing power, I/O, memory, and bandwidth, quickly and simply. The server platform should run a single operating system to reduce application porting problems, simplify network and system management, and allow the topology to change quickly as the business changes and grows. Availability The server platform should not only provide exceptionally high performance but also deliver on expectations for uptime and application availability. With more applications and services residing on fewer systems, it is more critical than ever that downtime, both planned and unplanned, be kept to an absolute minimum. It is necessary to specify systems that have no single point of failure and to configure redundancy in without adding complexity and cost. The systems should also enable companies to make changes on the fly – to change system configurations while keeping applications up and running. Consider systems that utilize domains, to keep problems in one area of the server from affecting a mission-critical application in another. Resource Management The ability to manage resources effectively is the key to getting the most out of the consolidation effort. The ideal consolidation platform allows system administrators to create, manage, and bind processes and applications onto processor sets within a domain or system. A fair-share scheduler should be included in the operating environment, to ensure that each application receives the appropriate amount of system resources. Companies should seek technology that allows borrowing of resources from elsewhere on the system when needed and enables management from anywhere on the network. The ultimate goal of many companies is to consolidate on a large scale, perhaps across the enterprise. In most cases, this means some consolidation projects at the workgroup level, some on midrange servers, and some at the enterprise level. So working with the vendor with the broadest binary-compatible product line is essential. The product ine must support interoperability with Windows NT at the low end and provide the highest levels of flexibility – along with the technical capabilities discussed previously – at the mid-range and high end. The vendor should also provide a scalable, robust operating environment that can support consolidation at all levels. A critical requirement is to evaluate potential consolidation partners not only by the technologies and products they have to offer but by the overall commitment they make to customers as well. Does the company offer an integrated product line, without hardware and software discontinuities? Is the vendor committed to protecting its customers’ investment by ensuring binary compatibility now and in the future? Are attractive trade-in programs available? The Politics of Server Consolidation In today’s global business environment, change is inevitable and ubiquitous, and server consolidation is about fundamentally changing the way IT is viewed and managed in a business. The technical issues, although complex, can often be resolved with a minimum amount of disruption in the day-to-day workings of an organization. However, the political issues frequently lead to infighting that can delay and sometimes derail the project. In light of this, high-level management should become involved in and demonstrate visible support for the consolidation process from the start. Many companies report that once the consolidation effort is complete and users across the enterprise start enjoying these benefits, relationships between IS and business units actually improve. But to get to that happy point, the consolidation-team champions need to take responsibility for positioning the benefits of server consolidation for each group. By keeping everyone – IS, department heads, rank-and-file users – involved in the process, companies reap the benefits of wide-ranging input and across-the-board buy-in. That can go a long way toward making any server consolidation project a successful one. Filed under: White Papers Tagged under: Utilities About the Author Chris Trayhorn, Publisher of mThink Blue Book Chris Trayhorn is the Chairman of the Performance Marketing Industry Blue Ribbon Panel and the CEO of mThink.com, a leading online and content marketing agency. He has founded four successful marketing companies in London and San Francisco in the last 15 years, and is currently the founder and publisher of Revenue+Performance magazine, the magazine of the performance marketing industry since 2002.