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NewVista Advisors

Datacenter Build-Out and Migration Phased


Plan

Multi-Phase Development Process

NewVista Advisors, LLC


22 Indian Wells Road
Brewster, NY 10509
10/26/2006 NewVista Advisors Confidential
(845) 278-0617
NewVista Advisors’ Datacenter
Services
NewVista Advisors has substantial experience and a record of
success in designing and building datacenters as well as migrating
your systems and applications into your new datacenter or to a
datacenter hosting site. We perform this service both
Domestically and Internationally. Our main goal is to ensure a
seamless migration of your systems, applications and data to your
new facility.

Through our work we have developed the processes, tools and


skills to make this complex undertaking successful.

More than technology engineers, our staff provides the


coordination and “glue”, from the most senior levels of the
organization to the construction trades building the physical site.

10/26/2006 NewVista Advisors Confidential


The Complete Migration Project

Datacenter Migration is a Multi-Phase/Multi-Task Effort


• Phase 1 - IT Core Infrastructure Services Provisioning
– Base Real Estate Development
– Core IT Infrastructure Services Provisioning (Power, Cooling, Fire
Suppression, Security)
• Phase 2 – Systems Migration, Systems Consolidation,
Platform & Version Standardization (MCS)
– Physical Systems Infrastructure Provisioning
– Logical Systems Infrastructure Provisioning
– Application Installation and Configuration
– Application Testing and Cutover

10/26/2006 NewVista Advisors Confidential


The Complete Datacenter Migration Process
Applications Integrated
Unit Testing
Functional Testing
Application Testing and Cutover Security Validation
DR & External Integration

s
es
Cutover
Identify & Profile Applications

roc
Standardize and Consolidate
MCS Phase

P Applications Installed and Configured


Application Installation and Configuration Web Based Applications
ion

Client Server Applications


let

Databases
Operating System Install
mp

Systems Management Software


Co

Server Configuration
Logical Systems Infrastructure IP Address Modifications and Mapping
ter

Active Directory / DNS


Data Resiliency Implementation
en

Datacenter/Cabinet Layouts & Elevations


tac

LAN/WAN Networking Installation & Turn-up


Physical Systems Infrastructure
Da

Utility Servers Build-out


Application Servers Build-out
Storage Systems Installation
Data Backup & Replication Technologies

Infrastructure Phase
Power Infrastructure
Core Data Center Services Cooling Infrastructure
Fire Suppression
Physical Security

Base Building
Basic Real Estate Power and Communications Penetrations

IT Core
Power and Communications Risers

10/26/2006 NewVista Advisors Confidential


Phase 1 – IT Core Infrastructure Services
Provisioning
• Results In A Fully Provisioned Datacenter Floor
– Building is in place
– Datacenter Room is built and ready including Raised Floor
– Fully redundant Power including Generators, UPS, Power
Busses and PDUs
– Fully redundant Cooling including redundant Chillers and
Compressors
– Fire Suppression using desired technology with appropriate
zoning and monitoring
– Redundant communications penetrations, risers and distribution
frames
– Physical Security Infrastructure

10/26/2006 NewVista Advisors Confidential


The Physical IT Core Infrastructure Development Phase

Applications Integrated
Unit Testing
Application Testing and Cutover Functional Testing
DR & External Integration
Cutover
Identify & Profile Applications

s
es
Standardize and Consolidate
MCS Phase

Applications Installed and Configured


oc
Application Installation and Configuration Web Based Applications
Pr

Client Server Applications


Databases
ion

Operating System Install


let

Systems Management Software


Server Configuration
mp

Logical Systems Infrastructure IP Address Modifications and Mapping


Co

Active Directory / DNS


Data Resiliency Implementation
ter

Datacenter/Cabinet Layouts & Elevations


en

LAN/WAN Networking Installation & Turn-up


Physical Systems Infrastructure Utility Servers Build-out
tac

Application Servers Build-out


Storage Systems Installation
Da

Data Backup & Replication Technologies

Infrastructure Phase
Power Infrastructure
Core Data Center Services Cooling Infrastructure
Fire Suppression
Physical Security

Base Building Construction


Basic Real Estate Power and Communications Penetrations

IT Core
Power and Communications Risers

10/26/2006 NewVista Advisors Confidential


Some Observed DC Technology Themes

Key Themes (Power) Key Themes (Cooling)


 Power is the most critical design element for data centers  Energy Usage Profile varies based on whether cooling is
localized or via centralized chiller plant
Power exhaustion occurs prior to space exhaustion
 Centralized plants are considerably more efficient than
Resiliency and proximity to multiple power sources critical distributed plants, resulting in lower electrical operating costs
 Every equipment refresh drives increased power and reduced  Centralized plants are initially more expensive and require more
space usage space to deploy
 Minimum 24-30” raised floor, 100 w/sqft for new Datacenters  Sizing of cooling supply is directly related to average energy
being built today density at a facility bulk load
 Thermal challenges now exist at all levels of the data center:  Increasing incidence of asymmetric design for cooling
chip, server, cabinet, data center & facility distribution to accommodate spot loads well above planned
 Space and Energy are separate capacities and must be measured average energy density
independently to properly understand gaps  Intra cabinet cooling is achieving “market buzz,” but not yet
achieving significant adoption

Key Themes (Server) Key Themes (Storage)


 Blades demand higher electrical draw and greater heat than 1U  Mass storage array market led by EMC, HDS, and IBM; data
servers, but more thermally efficient for the desired processor replication methodologies do not integrate well across storage
density platforms
 Approximately half of major Financial Services organizations  Increasing integration from TagmaStore and Cisco MDS
have implemented or are implementing blade technology
 Virtual Tape systems vary widely with respect to functionality
 Equipment strategy drives Datacenter requirements significantly and extensibility to multi-site data persistence
impacting power and cooling requirements
 Storage market has been driven to significantly increase rate of
 SAN implementations remove low energy density disks from development for replication technologies; driven primarily by
cabinets, allowing for more energy dense processors and the US Inter Agency White Paper on Resilience in Financial
increasing cabinet level thermal loads System
 CPU density is driven by ever increasing business volumes and  Cost of implementation for asynchronous replication varies
computational complexity, especially in the area of pre-trade much more widely than for synchronous across vendors
analytics

10/26/2006 NewVista Advisors Confidential


Phase 2 – Systems Migration, Systems Consolidation,
Platform & Version Standardization (MCS)
• Where an empty room becomes a datacenter
• Most complex coordination activities occur in this phase
• Requires participation of both the technology and business
organizations
• Requires a depth of skills in a number of areas
– Complex Project Management
– Business Relationship Management
– Technology Infrastructure
– Application Development, Database Management & Operations
– Application Testing
– Data Replication
• Requires a team committed to high intensity-high stress efforts –
often long hours, seven days a week
10/26/2006 NewVista Advisors Confidential
NewVista Advisors’ View of MCS
• Migration
– Relocate applications either through parallel implementations (which may include
Transformation) or through physical relocation of system hardware
• Systems Consolidation
– Leverage the typically low utilization of servers
• Leverage Virtualization to reduce number of physical servers and to drive
improvements in DR
• Consolidate Database servers where appropriate
• Consolidate Storage onto SAN
– Reduce the footprint of applications in Datacenter
• Lower number of servers per application
• Smaller datacenter footprint
– Reduce the Capital Requirements for Technology Solutions
– Not all Applications are subject to Transformation
• Systems Standardization
– Migration to a standardized platform (Server Type, OS, Database, etc.) where
appropriate
– Transformation does not include major redevelopment of applications or major
platform shifts (e.g. Windows to Linux or Sybase to Oracle)
– Not all Applications are subject to Standardization / Transformation

10/26/2006 NewVista Advisors Confidential


Datacenter Migration, Systems Consolidation &
Systems Standardization (MCS)
Applications Integrated
Unit Testing
Application Testing and Cutover

ss
Functional Testing
DR & External Integration

ce
Cutover

ro
Identify & Profile Applications
nP Standardize and Consolidate
MCS Phase

Applications Installed and Configured


Application Installation and Configuration
io
Web Based Applications
Client Server Applications
let

Databases
mp

Operating System Install


Systems Management Software
Co

Server Configuration
Logical Systems Infrastructure IP Address Modifications and Mapping
ter

Active Directory / DNS


Data Resiliency Implementation
en

Datacenter/Cabinet Layouts & Elevations


tac

LAN/WAN Networking Installation & Turn-up


Physical Systems Infrastructure
Da

Utility Servers Build-out


Application Servers Build-out
Storage Systems Installation
Data Backup & Replication Technologies

Infrastructure Phase
Power Infrastructure
Core Data Center Services Cooling Infrastructure
Fire Suppression
Physical Security

Base Building
Basic Real Estate Power and Communications Penetrations

IT Core
Power and Communications Risers

10/26/2006 NewVista Advisors Confidential


MCS Phase Questions to be Considered
• Which Applications Are Migrating?
• What is the Risk of Attempting Architecture Changes During The Migration?
• Are There Any Client Side Considerations When Migrating an Application?
• Can Applications Be Migrated To A Standardized Platform?
– OS / Server Configuration / Database Version
• Can Systems Be Consolidated?
– Virtualization of Servers
– Consolidation of Database Servers
– Storage Consolidation onto SAN
• What Are The Application Interdependencies?
– Applications That Need To Be Moved Together
– Applications That Have External Dependencies
• What Are The Recovery Time And Recovery Point Objectives?
– Disaster Recovery
– Replication Requirements
• What Are The Business Issues To Be Considered When Moving Applications?
– Business Dependencies Such As Monthly Close
• What Is The Impact Of Changes In Network Latency?
• Are There Any Sensitivities Within Applications To Physical Environment Such As
Server Name, IP Address, etc.?
• Are There Any Compliance Related Issues To Consider When Migrating Applications?
10/26/2006 NewVista Advisors Confidential
MCS Phase Challenges to Consider

• Business and Technology teams lack a common language for valuing and
coordinating asset deployment
– Results in tactical decision-making creating hidden costs and interruption from
inappropriate/unplanned migration or consolidation activity, inability to meet demand, or
unfavorable lease terms
• Data centers built as recovery-only facilities rapidly become re-tasked with production
workload
• Observed decreasing requirement for recovery-only facilities as resilient, high-
availability systems blur distinction between production and recovery systems
• 100% of competitive institutions are pursuing dual paired data center strategies; 60%
synchronous, 40% asynchronous with an increasing instance of asynchronous for 3rd
copy
• Increasing geographic distribution with 47% of competitive institutions pursuing 2nd
tier locations (non metro)
• Consolidation of facilities and simplification of portfolio almost universal priority

10/26/2006 NewVista Advisors Confidential


Multigenerational Systems & Applications Migration Plan
Desired Provide Business with Seamless Migration of Systems and Applications To New Datacenter
Results

Phase I – Phase II – Develop Phase III – Build Phase IV –


Generation Inventory & Migration & Parallel Test & Cutover
Profile Apps Testing Plan Environment Environment

• Identify Applications • Migration Plan for • Installed and Configured • Unit Test Individual
• Define Application Applications and Applications in place Applications Complete
Databases is in place • External Feeds and Data • Functional Test
“Profile”
Goals • Define Database and Data
• Application Roll Out Loads installed and Application Environments
Sequence Defined validated Complete
Resiliency Needs
• Test Plans and Scripts • Applications Integrated • Parallel Test with current
• Define Interdependencies
defined into functional Application Environment
Between Apps
• Identify Transformation environments Complete
• Define DR Needs
and Consolidation • Cutover to New Datacenter
Opportunities

• Develop a Database of • Develop a process for • Install and Configure • Unit, System and
Applications and their prioritizing application Applications and Parallel testing
platform and operational migrations Databases
Activities requirements • Work with business to • Install and Validate
& • Explore inter- develop a migration plan External Feeds and
Deliverables dependencies of the on an app by app basis Data Loads
various applications • Developing Data • Install and Configure
Migration and Inter-application
Synchronization Plan Interfaces
• Define and design test
plans and scripts
10/26/2006 NewVista Advisors Confidential
NewVista Advisors Value Proposition
Our Main Goal: Ensure a seamless migration of
your systems, applications and data to your new
facility
• NewVista Advisors provides Seasoned Senior Level Consultants that
have run major International Technology Organizations
• We Have Done This Before! - Significant repeated successful
experience in building Datacenters and migrating Application
environments both Domestically and Internationally
• Capable of providing the entire mix of skills necessary for success
• We identify opportunities that can leverage the migration
• We monitor important details including risk, scope and cost
• We manage schedules, budgets and outside vendors for smooth
technology deployment

10/26/2006 NewVista Advisors Confidential