Backup and Recoverability Workshop Methodology

Workshop Overview and Methodology

Eagle TSG’s vendor neutral Backup and Recoverability Workshop has been created by a team of professionals that each have over a minium of 25 years of experience per team member in all aspects of backup and recovery.  The Workshop provides a professional, in-depth discovery, analysis and report of customer/prospect’s existing Backup and Recovery Environment.  The primary objective of the Workshop is to provide Executive and Technical recommendations for products and services supported by detailed findings based on Request for Information responses, interviews and actual Backup and Recovery metrics.  The methodology has been refined and tested with delivery to hundreds of customer, resulting in a service that minimized impact on customers while maximizing value from the Workshop.

This Workshop Description describes the methodology and roles, responsibilities and levels of service associated with delivery of the Workshop.

Workshop Methodology

The service consists of the following six phases which are described at a high level below, along with roles and responsibilities included in a RACI Matrix.

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Phase 1 – Service Kickoff

This phase includes the following tasks and descriptions

Task

Description

Review SOW

The signed SOW is reviewed in perperation for other tasks

Create draft project plan

A draft of the project plan is created for review during the Kickoff

Create Kickoff meeting presentation

Based on the SOW and project plan, a presentation is created to present during the Kickoff

Create Request for Information

A high level Request for Information (RFI) is created that will provide information used during the Workshop

Schedule Kickoff meeting

The kickoff is scheduled with the customer and includes the sales and delivery team

Kickoff meeting

  • The Kickoff meeting serves many purposes.  The main objectives are:
  • Introduce each of the participants in the project
  • Discuss the SOW and ensure a mutual understanding of the terms, conditions and deliverables and prerequsites are met
  • Discuss the various roles the customer will be fulfilling and identify the individual(s) for the roles, these roles will be updated in the SOW and the identified individuals will comprise the team
  • Review draft project plan, explain any questions about the individual tasks and begin updating dates and resources
  • Schedule next meeting

Review RFI

The RFI is reviewed and any questions or clairification are discussed

Document Kickoff meeting

A summary of the meeting is documented and sent to the team, along with updates to the project plan and SOW

 

Phase 2 – RFI and Interviews

This phase includes the following tasks and descriptions

 

 

Task

Description

RFI response

The customer responds to the RFI

RFI response review

The delivery team reviews the RFI and contacts the customer to obtain any  information that requires clairification

Schedule interviews

Interviews, which are discussed during the Kickoff meeting, are scheduled with the identified individuals with each interview planned for 30 to 60 minutes

Conduct interviews

The delivery team conducts the interviews as scheduled

Phase 3 – Obtain detailed metrics

This phase includes the following tasks and descriptions

Task

Description

Determine method of metric collection

The delivery team works with the customer to determine, based on the environment being assessed, the most effective and efficient method to collect detailed metrics from the backup and recovery environment that will support meeting the objectives and deliverables specified in the SOW

Set up metric collection capability

Metric collection may be performed using one or more methods that each require preperation for enabling the collection capability which are one or more of the following:

  • Scripts are sent to be run by the customer, primarily for the backup server
  • Direct access to the systems is used to collect metrics, primarily the backup server (in this case remote access, such as RDP or WebEx type technology is used)
  • Tools may be installed to automate collection of metrics

Collect metrics

The agreed upon methodology for collecting metrics is used to obtain the detailed metrics required to meet the objectives and deliverables specified in the SOW

Phase 4 – Analysis of metrics

This phase includes the following tasks and descriptions

Task

Description

Populate Exel workbooks with metrics

The metrics are imported into an Exel workbook that are used to perform analysis

Perform analysis

Extensive and comprehensive techniques are used to analayze the metrics and create tables, charts and graphs to use in the report, along with initial findings related to the metrics

Analysis review

A QA process ensures the metric analysis is complete and accurate

Phase 5 – Prepare customer report

This phase includes the following tasks and descriptions

Task

Description

Initial report draft

Using data from the RFI, interviews and metric analysis an initial draft of the report is created

Internal report draft review

The delivery team reviews, as a group, the initial report draft, specifically the Summary, Recommendations and supporting detailed Observations and Findings

Report completed

Based on the review the report is updated and completed

Customer review

The completed report is reviewed with pre-determined individuals from the customer to ensure clarity, comprehensiveness and SOW objectives and deliverables have beent met

Report update

Based on the customer review, the report is updated

Report review

The report is reviewed and updated internally to ensure compliance with the standards and formats Arrow has for reports

Phase 6 – Presentation of report and recommendations

This phase includes the following tasks and descriptions

Task

Description

Schedule report presentation

A meeting is scheduled to review the report with the customers technical and/or management teams, meeting invites including a WebEx type of capability are sent

Present report

The sales and delivery team present the highlights of the report to the customer and discuss agreed upon next steps

Next steps documentation

Agreed upon next steps are documented and sent to the team

Next steps execution

Action is taken to move forwared on the next steps

RACI Matrix

The RACI matrix below describes the participation by various roles in completing the high level tasks or deliverables outlined above for the Workshop. RACI is an acronym derived from the four key responsibilities defined: Responsible, Accountable, Consulted, and Informed.

Responsible: The party who does the work to achieve the task.  There is typically one role with a participation type of Responsible, although others can be delegated to assist in the work required.  The “R” in the table below identifies the responsible party.

Accountable: The one ultimately answerable for the correct and thorough completion of the deliverable or task, and the one from whom Responsible is delegated the work.  In other words, an Accountable must approve of work that the Responsible party provides. There must be only one Accountable party specified for each task or deliverable. The “A” in the table below identifies the responsible party.

Consulted: The party whose opinions are sought, typically subject matter experts; and with whom there is two-way communication. The “C” in the table below identifies the responsible party.

Informed: The party who is kept up-to-date on progress, often only upon completion of the task or deliverable; and with whom there is just one-way communication. .  The “I” in the table below identifies the responsible party.

Task

Customer

Eagle TSG

Phase 1 – Service Kickoff

Review SOW

 

R, A

Create draft project plan

 

R, A

Create Kickoff meeting presentation

 

R, A

Create Request for Information

 

R, A

Schedule Kickoff meeting

C, I

R, A

Kickoff meeting

C, I

R, A

Review RFI

C, I

R, A

Document Kickoff meeting

I

R, A

Phase 2 – RFI and Interviews

RFI response

R

A, I

RFI response review

C

R, A

Schedule interviews

C, I

R, A

Conduct interviews

C, I

R, A

Phase 3 – Obtain metrics

Determine method of metric collection

C, I

R, A

Set up metric collection capability

R

A, C, I

Collect metrics

C

R, A

Phase 4 – Analysis of metrics

Populate Excel workbooks with metrics

 

R, A

Perform analysis

 

R, A

Analysis review

C

R, A

Phase 5 – Prepare customer report

Initial report draft

 

R, A

Internal report draft review

 

R, A

Report completed

 

R, A

Customer review

C, I

R, A

Report update

 

R, A

Report review

 

R, A

Phase 6 – Present report

Schedule report presentation

C, I

R, A

Present report

C, I

R, A

Next steps documentation

I

R, A

Next steps execution

C, I

R, A

 

 

Supported Technologies

The following technologies are currently support for this Workshop:

Technology Type

Technology

Technology Type

Technology

 

 

 

Backup and Recovery Products

ASG Atempo

 

 

 

Virtual Tape Libraries & Deduplication Products

EMC Data Domain

CommVault Simpana

Spectra Logic FalconStor VTL

EMC Avamar

IBM ProtecTIER

EMC NetWorker

 

IBM Tivoli Storage Manager (TSM)

NetApp NearStore

HP Data Protector

Sepaton VTL

Microsoft Data Protection Manager

Symantec Backup Exec

Symantec NetBackup

 

 

 

 

Replication Products

Double-Take Software

 

 

 

 

Operating Systems

VMware ESXi/vSphere

EMC MirrorView

HP/UX

EMC RecoverPoint

 

EMC SRDF

IBM AIX, AS400

FalconStor CDP

Linux

IBM Global Mirror / Metro Mirror

Microsoft Windows Server (2003, 2008, 2010, 2012) Windows XP, Windows 7

HDS ShadowImage

NetApp SnapMirror

VMware SRM

VTL Replication

 

 

Backup and Recoverability Workshop Offerings

 

Offering Type

Scope

Duration

Cost

 

 

 

 

 

Small

One backup/recovery method

Five business days

$4,500

One supported backup product (see above Technology)

One backup target device type (disk only, tape only)

Supported technologies (see above Technology)

No replication

Less than 50TB of protected data

Backup environment in same geographical location

Services performed remotely for a single location

 

 

 

 

Medium

One backup/recovery method

Fifteen business days

$9,500

One supported backup product (see above Technology)

One or two supported backup target device types (disk / tape / VTL-see above Technology)

Supported Operating Systems (see above Technology)

No replication

50TB to 500TB of protected data

Backup environment in same geographical location

Services performed remotely for a single location

 

 

 

 

 

Custom

For an environment that does not meet the criteria for Small or Medium send the following for a quote:

Varies

Varies

  • Number of Master Backup servers
  • Number of Media servers
  • Number of locations
  • Amount of protected data
  • Type of and quantity of replication
  • Number of physical and virtual clients
  • Type and quantity of Operating Systems
  • Can service be performed remotely or require some onsite work

NOTE: Backup Products, Replication Products, VTL / Deduplication Products, Operating Systems must be supported (See Technology above)

 

Service Deliverables

 

This service will result a detailed report with findings and in-depth recommendations:

  •  
  • Executive Summary
  • Technical Summary
  • Executive Recommendations including cost/benefit
  • Technical recommendations including  cost/benefit
  • Findings and recommendations for each of the following functional areas:
    • Recoverability
    • Availability
    • Reliability
    • Manageability
    • Functionality
    • Scalability
    • Performance
    • Efficiency
  • Detailed metrics with findings and recommendations to support the above

 

Additional Terms and Conditions

Any sale of services will be subject to Eagle TSG's standard Terms and Conditions of Sale or a Services Agreement as negotiated between the parties.