IT managers viewed cloud storage skeptically or as a threat    when services such as Amazon Simple Storage Service...  
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    and Elastic Block Store started appearing a little over a    decade ago. As the logic went, the cloud might serve archiving    needs, but I sure wouldn't trust placing primary data there due    to security, availability and performance concerns.  
    Today, cloud storage's potential to enhance on-premises    deployments is no longer disputable. And while the industry has    yet to resolve all the issues that make IT managers    uncomfortable, cloud technology security has made solid    progress -- notwithstanding the operator error that     took down Amazon S3 for a few hours in February.  
    Maturation has enabled the cloud to become a favorite target    for secondary and tertiary data through a growing array of    backup, disaster recovery and archiving services. And,    increasingly, we're using cloud storage to enhance the    functions of primary storage as a tier in the storage    hierarchy.  
        Tiering provides a way to balance storage performance,    space and cost requirements of different applications. Data is    assigned to different storage classes, based on frequency of    access and related factors and then placed on the media that    best matches the requirements for that class of storage.  
    Storage tiering technology has become highly automated, with    data placement decisions based on a set of policies, enabling    companies to create     a hybrid storage architecture, which can span media in the    data center and across one or more providers' clouds (see    "Evolution of storage tiering technologies").  
    Recent Taneja Group research suggested more than 60% of IT    practitioners either already use or plan to use some form of    storage tiering. Two-thirds, meanwhile, have extended storage    tiers to the public cloud for at least some critical workloads.    The cloud will likely play a larger role in tiering going    forward.  
    Vendors have introduced products that move data out of primary    storage as it becomes cold or inactive. Unlike traditional    local storage tiering, the newest products permit tiering to    the public cloud for greater scalability and more    cost-effective use of storage overall.  
    Most products are automated and allow you to set policies that    govern data migration based on frequency of access, age or    other factors. All complement and enhance the functions of    primary storage.  
    Products that facilitate the cloud as a separate primary block    or file storage tier fall into two major categories: cloud    storage gateways and software-defined storage-based offerings.  
        Cloud storage gateways have come a long way since their 2010 introduction. They've also gone    through several naming iterations and may be referred to as    cloud controllers, cloud-integrated storage, cloud-caching    appliances or other terms.  
    Originally focused on low-cost cloud backup or archive, storage    gateways now address several different primary and secondary    storage use cases, including file sync and sharing,    collaboration, cloud-based disaster recovery (DR) for     recovery in the cloud or on premises, and in-cloud data    analytics, in addition to front ends for scale-out NAS in the    cloud.  
    Cloud storage gateways appear as traditional arrays to    workloads, but function as high-performance local caches or    tiers in front of cloud capacity on the back end, generally as    highly scalable object storage. They automatically translate    file or block protocols into object protocols. That allows    existing apps running on premises to benefit from cloud        storage scalability and resiliency without the burden and    complexity of integrating legacy storage into the cloud.    Gateways come as physical or virtual appliances, and can    replace traditional block or file storage systems when storage    is built-in.  
    Cloud storage gateways that handle primary storage commonly    include     flash-based caching and, in a few cases, primary storage    tiers. Though vendor caching algorithms vary, most dynamically    store frequently accessed data in flash cache on an ongoing    basis, ensuring critical on-premises apps meet performance    objectives while translating file or block protocols into    object storage in the background. Local pinning prevents the    flushing of critical data from the local cache or storage tier.  
    Look for cloud storage gateways that enable cache to be    dynamically resized so it's better tuned to requirements of    specific use cases. A cache supporting functions of primary    storage might be sized to capture 100% of data stored in the    cloud, but you may size your cache that supports archive    storage to contain small fractions of cloud data. Some also let    you size and assign individual caches to different data sets to    support varying performance needs and use cases.  
    Gateways dedicated to archiving     cold or inactive data also benefit primary storage by    freeing up on-premises performance and capacity resources so    they're used more productively to benefit primary workloads.  
    Gateway products should also include data reduction such as    deduplication or compression to minimize the impact on network    performance and to reduce the capacity and cost of data stored    in the cloud. Look for products that support deduplication and    compression for specific applications, since not all workloads    will benefit equally. They should also provide encryption for    data at rest and in motion, and support space-efficient    snapshots and cloning locally and in the cloud to ensure data's    protected. Also ask about directory technologies such as Active    Directory or Lightweight    Directory Access Protocol (LDAP) to verify full integration    into your current environment.  
    Check out cloud storage gateway offerings from vendors such as    Microsoft (Azure StorSimple) and Dell EMC (CloudArray) to    support a variety of primary storage use cases, such as    collaboration, databases or virtual machines. If you're looking    for a more cost-effective scale-out NAS, look at offerings from    Panzura and Nasuni. And to consolidate remote office/branch    office infrastructure, consider a gateway appliance from        Ctera Networks, which can serve as a front-line array to    replace local primary storage in ROBO deployments.  
    Words of caution: Qualify cloud storage gateways for    specific functions of primary storage upfront to ensure they    meet latency and IOPS objectives for    applications you have in mind. Also, choose a storage gateway    that can access multiple cloud providers, both to avoid    potential lock-in and enable choosing the provider that best    meets the needs of particular workloads.  
    Cloud storage gateways may allow     moving storage to the cloud, but they always assume    applications remain running on premises. A new wave of    software-defined storage (SDS) products promises to take things    a step further by seamlessly transferring primary storage    workloads between the data center and the cloud. While these    are in early stages of adoption, we at Taneja Group believe    they have merit, given the desire to more fully take advantage    of the scalability, resilience and agility of the public cloud.  
    Vendors take two architectural approaches to make this happen:    (a) using a distributed, platform-agnostic storage plane to    create a single logical pool of storage that spans on premises    and cloud and (b) enabling storage volumes to run as a service    alongside public cloud compute.  
    Of course, if you're using object storage in the data center to    support primary workloads, and it happens to be compatible with    one or more public cloud storage services,     such as Amazon S3, then you likely already have an easy way    to migrate primary storage workloads into and out of the cloud.    Achieving this for primary block and file storage is much    tougher, but we expect that'll begin to change by next year.  
    Because these new emerging technologies primarily focus on    nonproduction use cases, such as enabling cloud-based DR or        data analytics, and given their relative immaturity,    evaluate them thoroughly -- on paper and with hands-on testing    -- to determine if and how they can help enhance your primary    storage workloads.  
    Cloud storage that complements or enhances primary storage    should meet your needs in each of the following areas:  
    Accessibility: How broadly accessible must    cloud-resident data be, given your primary storage use cases?    For example,     file sync and sharing and collaboration require access from    almost anywhere, whereas analytics workloads may only require    accessibility from the data center.  
    Security: Most cloud gateways and newer software-based    hybrid storage products and services encrypt data at rest and    in flight, but underlying technologies can vary. Also, verify    how you'll manage and control keys -- whether they're generated    by you or the vendor -- and ensure they're adequately    protected.  
    Avoid lock-in: Still a real possibility for    single-provider platforms such as Amazon Web Services Storage    Gateway. You must demand support for     multiple public clouds and cost-effective data migration    out of the cloud should you decide to switch providers.  
    Data center to cloud network capabilities: Evaluate    network availability and performance requirements, and make    sure your network provides the redundancy, connectivity and bandwidth    necessary. Check whether the vendor offers deduplication or    compression to reduce bandwidth usage and costs.  
    Application performance: Scope out latency, IOPS and    other performance requirements based on the use cases and    workloads you plan to run. Once you've qualified these against    an offering's specifications, insist on hands-on testing or    proof-of-concept exercises to validate performance meets    expectations.  
    Costs: Given its extreme scalability and ease of use,    cloud storage can become habit-forming, and the costs of    storing and accessing data there can grow quickly. Estimate    monthly storage costs for potential public cloud providers    ahead of time,     using their cost calculators where available, and review    monthly bills to ensure estimates are in range. In addition,    look for tools that help allocate and manage costs.  
    Until recently, cloud storage was largely the domain of    developers, who benefited from ease of use and pay-as-you-go    accessibility of object storage services. But the advent of    cloud storage gateways and some emerging hybrid cloud software    technologies has changed that, enabling storage admins to make    productive use of cloud storage for primary workloads.  
    If you believe that at least some of your tier-two or     tier-one workloads could benefit from the scalability,    resilience and broad accessibility public cloud offers, take a    closer look at the tiering and other storage products and    services outlined here. They may prove a fast and easy onramp    to the cloud for one or more of your key use cases.  
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