Software Defined Storage – Technical Overview

Why? What? How?

Tony Pearson
Master Inventor and Senior Software Engineer
IBM Corporation
 Abstract

IBM is ranked #1 in Learn why companies are

Software Defined Storage. excited about Software
Recent announcements Defined Environments; what
about the IBM Spectrum storage products and
Storage family makes the solutions IBM has to offer
IBM portfolio even more and how they are deployed.
impressive.

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 This week with Tony Pearson

Day Time Topic

Tuesday 11:30 Software Defined Storage -- Why? What? How?

Wednesday 13:45 What Is Big Data?

Architectures and Practical Use Cases

15:00 Storage Tiering on z System:

Less Management Lower Cost and Increased Performance

Thursday 09:00 Business Continuity and Disaster Recovery

for z System storage

11:30 IBM Spectrum Virtualize:

Understanding SVC, Storwize and FlashSystem V9000

15:00 IBM Storage integration with OpenStack

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 How is Software Defined Environment different?

Applications…
Application Owner Business Requirements

APIs
Orchestration
Service Levels

System Control
Admin Automate Your Workloads Plane

Management
Simplified
Storage
Optimize Your Resources
Admin Data
Compute Storage Network
Plane
Network
Admin
Standard Interfaces
Provisioning
Virtualization

Facilities Infrastructure…
Servers, Storage, Networks
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 Control Plane vs. Data Plane
Control Plane

Resource Pools Service Catalog

and Quotas Data Plane Quality of Service (QoS)
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 IBM is Focused on these
Software Defined Environments

OpenStack IBM Cloud Orchestrator x86-based

IBM is a platinum sponsor of IBM Cloud is based on OpenStack VMware and Microsoft are
OpenStack Foundation open source code, with value- entirely proprietary, but have a
added proprietary features from large market share for x86-based
IBM server infrastructure
OpenStack open source code
can manage IBM compute,
network and storage resources IBM Cloud Orchestrator IBM was VMware’s first OEM and
OpenStack supports x86, POWER supports a variety of server joint development partner (since
Systems and z System mainframe hypervisors. PowerVC adds 1998) IBM Global Services is one
support for POWER systems of VMware’s largest customers
IBM offers Cinder interfaces on
most of its major storage products IBM Spectrum Control™ provide IBM and Microsoft agreement to
and Swift interfaces for object reporting, provisioning, trouble offer SQL Server and .NET on
access shooting and chargeback IBM Cloud and IBM software on
capabilities Microsoft Azure

“Some assembly required” Enterprise-ready out of the box

x86, POWER systems and z System mainframe Concerns about vendor lock-in
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 Software Defined Control and Deployment

Simplified management
Standard APIs
Virtualized Data Path
Administrator- Scalability
Controlled Software-Controlled Transparency
How is it controlled?
• ProtecTIER appliance • IBM Spectrum Industry-Standard
and gateway Storage™ family Hardware

How is it deployed?
• LTFS software with • XIV storage system • Software
LTO tape drives • IBM Cloud Object
• Pre-built systems
Storage System
IV • Cloud services
III
• Enterprise Tape drives • FlashSystem Specialized Hardware
and libraries • Storwize with Intel • Co-processors
QuickAssist chip • ASICs, FPGAs
• DS8000
• Adapters
I II

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 Different Clients have a Different Focus for Software Defined

Cloud and
Managed Service
Focus:
Providers
Industry-standard HW

• Focus on industry-standard x86 and OpenPOWER servers

that can be quickly re-purposed
• Offer services based on advanced software Focus:
that can be deployed as needed on existing Software
industry-standard rack-optimized equipment Controls
• Predictable, consistent performance

• Focus on Software APIs to simplify,

automate and control existing investments
• Use specialized hardware to provide optimal
performance for mission-critical applications
Data Centers
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 Announcing IBM Spectrum Storage™ family

Management
Insight
Spectrum Control™

Governance
Spectrum Protect™

Block File and Object

Flexibility Elasticity
Spectrum Accelerate™ Spectrum Scale™

Utilization Placement
Spectrum Virtualize™ Spectrum Archive™

Get It Your Way: Software, Cloud Service or Pre-built System

Proven Technology, Open Standards, Modular Adoption
More than $ 1 Billion Investment over next 5 years

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 IBM Storage Portfolio

Spectrum
Control

Spectrum Scale Spectrum

Elastic Storage Server Archive
Spectrum Virtualize Virtual
tape
Spectrum IBM Cloud Libraries
Accelerate Spectrum Object
FlashSystem Storage
XIV Protect
System Drives
DS8000

Flash/Disk Data Object Physical

All-Flash Hybrid Management Store Disk/Tape Tape

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 IBM Storage Portfolio – XIV and Spectrum Accelerate

Software deployed on
client-choice x86 servers:
• Hyperconvergence
Spectrum Scale • iSCSI volumes
Elastic Storage Server • OpenStack Cinder
• VMware VAAI, VASA,
Spectrum Virtualize SRA
• Hyper-Scale manager,
Spectrum mobility, consistency
Accelerate
FlashSystem
XIV Pre-built system,
• FCP and iSCSI volumes
• OpenStack Cinder
DS8000 XIV Gen3
• VMware VAAI, VASA,
SRA, VVols
• Hyper-Scale manager,
mobility, consistency
Flash/Disk
• Real-time Compression
All-Flash Hybrid • Microsoft and Hyper-V
integration
• Data-at-Rest Encryption
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 Software Defined Storage – Block level Access

OpenStack IBM Cloud x86-based FICON FCP InfiniBand iSCSI

z/OS Linux Linux
Software Defined Environment
z/TPF Windows Windows
z/VSE UNIX UNIX
z/VM VMware VMware
Linux on z … …

FlashSystem
900
SAN
LAN

DS8000

XIV IBM Spectrum

Accelerate™

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 XIV – Radical Simplicity but with Enterprise-Class features

Radical simplicity Enterprise-class

– Breakthrough GUI, CLI and
Mobile App
Software features
– OpenStack, IBM Cloud, – QoS performance classes
VMware, Microsoft and RESTful – Thin provisioning and
APIs space reclamation
Low-touch management – IBM Hyper-Scale
consistency and mobility
– No RAID groups
– Advanced reporting
– Extreme ease of use across all
functionality – Data at rest encryption
– Create volume, resize volume, – Performance acceleration
take snapshot, with Flash cache
mirror volume – Snapshots and remote
mirroring
Self Tuning / Self Healing
– Data migration from other
– Ultra fast rebuild times disk systems
– No manual performance
optimization
– No hotspots, no tuning
– Not even when adding capacity!

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 What’s Different about Spectrum Accelerate?

6/9-15
Pre-built System Software-only
Modules

FCP Ethernet IB Ethernet

Host iSCSI Host iSCSI

Inter-
Host FCP + Management + Inter-node
node
GUI/CLI + Management

Ethernet
FCP Ethernet IB 4-20 cores
32-128 GB RAM
6-12 cores 6-12 HDD, JBOD
24-96 GB RAM 600 GB to 6 TB
12 SED 3-15 Optional SSD
1, 2, 3, 4, 6 TB Modules 500-800 GB
Optional SSD
500, 800 GB VMware ESXi 5.5

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 Unified Management Experience

• Remote Office, Branch Office. Provide high availability

… storage to smaller or distributed organizations such as
banks and schools through disaster recovery and other
capabilities, using less expensive hardware.
IBM Spectrum Accelerate
running off-premise • Flexible deployment. Deploy test/dev or ad-hoc project
environments and later repurpose hardware for other
IBM
needs. Mix online transaction processing and new
XIV applications like analytics.
Gen 3
• Hybrid Cloud. Seamlessly move workloads between
IBM Spectrum Accelerate on-premise and off-premise deployments.
on customer-choice HW
• Disaster recovery. Mirror to the cloud or to a data
center server running IBM Spectrum Accelerate. Use
… powerful XIV snapshots to execute backup to
on-premise servers

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 Software Defined Storage - Virtualization

OpenStack IBM Cloud x86-based FCP iSCSI FCoE

Software Defined Environment z/VSE Linux Linux
z/VM Windows Windows
Linux UNIX UNIX
Windows VMware VMware
UNIX … …
VMware
…
SAN TCP/IP

IBM Spectrum Virtualize™ Other

SVC, Storwize, FlashSystem V9000, VersaStack IBM and
non-IBM
Flash/Disk
XIV systems
DS8000 FlashSystem 900
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 IBM Storage Portfolio – Spectrum Virtualize

Common Advanced Virtualization Code Base

Many Different Packages
SAN Volume
Spectrum Scale Controller
IBM FlashSystem V9000
Elastic Storage Server
Spectrum Virtualize

Spectrum Storwize V7000

Accelerate Unified
FlashSystem
XIV
Storwize V7000
Storwize V7000F
DS8000

Flash/Disk Storwize V5000

Storwize V5000F
All-Flash Hybrid

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 IBM Spectrum Virtualize™ – Key Features

Easy Tier Data-at-Rest Encryption

– Automatically moves extents between – AES 256 bit encryption implemented in
Flash, Enterprise and Nearline disk SAS chip of V700 Gen2 Hardware
– Storwize software for block, and
Real-time Compression Spectrum Scale for file modules
Inline compression for – Supports internal and external storage
active primary workloads – Works with all other features including
Up to 80% Savings - More effective than Real-time Compression and Easy Tier
Data Deduplication • Data is compressed first, then
Ideal for Databases, VMs, CAD/CAM, encrypted
etc. – Encryption keys stored on USB memory
sticks
– No performance impact to
applications!

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 Converged Systems – Introducing VersaStack

• Cisco Nexus and MDS switches

• Cisco UCS x86 servers
• Cisco UCS Director software
• FlashSystem V9000
• StorwizeV7000,
V7000 Unified, V5000

vBlock Flexpod PureSystems

Cisco and EMC Cisco and NetApp VersaStack IBM POWER
Cisco and IBM + IBM Storage
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 IBM Storage Portfolio

Spectrum Scale Spectrum

Elastic Storage Server Archive

• Offers a global name space of file and object • Extends IBM Spectrum Scale™ to IBM
access storage tape libraries, with LTO or Enterprise
tape drives
• Space-efficient snapshots, Information Lifecycle
management (ILM), Active File Management • Drastically lowers the cost for
(AFM) and remote mirroring long-term data retention

• Based on technology from IBM General Parallel • Based on technology from IBM Linear
File System (GPFS) Tape File System (LTFS)

Flash/Disk Data Object Physical

All-Flash Hybrid Management Store Tape
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 Global Namespace for Files and Objects

OpenStack IBM Cloud x86-based POSIX Hadoop NFS Object

Software Defined Environment Windows Spark SMB • OpenStack
Linux FTP Swift
AIX • Amazon S3
SCP
HTTPS

IBM Spectrum Scale™

IBM Spectrum Scale™,

Elastic Storage Server, FPO,
Storwize V7000 Unified RAID

IBM Spectrum Virtualize™ Internal and

Direct Attach
Other
SVC, FlashSystem V9000, Storage
IBM and
Storwize, ant VersaStack JBOF/JBOD
XIV non-IBM
DS8000 FlashSystem Flash/Disk
systems

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 Spectrum Scale File Placement Optimization (FPO)
for clustered file and object storage

POSIX
Enables the IT Server

administrator to single- App App Spectrum

Scale
handedly manage the 1 2

entire data center stack

Allows hardware
standardization of POSIX

network, compute, storage, App App Spectrum

3 4 Scale Ethernet
power and environmentals
Or
Server
Infiniband
Bare metal deployments Interconnect
for AIX, Windows and Linux
POSIX

Supports Hyper-V and App App Spectrum

Linux KVM hypervisors, 5 6 Scale

Docker and LXC Server

Containers

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 Global Namespace extends to Linear Tape File System (LTFS)

OpenStack IBM Cloud x86-based POSIX Hadoop NFS Object

Software Defined Environment Windows Spark SMB OpenStack
Linux FTP Swift,
AIX Amazon S3
SCP
HTTPS

IBM Spectrum Scale™

IBM Spectrum Scale™,

Elastic Storage Server, FPO, IBM
Storwize V7000 Unified RAID Spectrum
Archive™
IBM Spectrum Virtualize™ Internal,
Enterprise
Direct
Other
SVC, FlashSystem V9000, Attach
IBM and Library
Storwize, ant VersaStack JBOF/
XIV non-IBM
JBOD
DS8000 FlashSystem Flash/Disk LTFS
systems Single Drive
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 How is Object Storage Different?

Block and File Storage Object Storage

– Decide where to put it – Provide data over to the Object storage
• For block, which array/volume/LUN • Get “claim stub” reference locator
• For file, which filer/subdirectory
– Use or share “claim stub” to access
– Remember where it is to get it back data HTTP, Openstack Swift, S3
– Read/Write records, append data – Get/Put/Delete object in its entirety
– Limits on LUN size, number of files – Effectively “unlimited” scalability
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 Data Growth at Petabyte (PB) Scale

Traditional
Approach
3 to 5x

PB of data
Data Protection Infrastructure Operations
RAID, Mirrors, Proprietary, specialized 1 FTE per PB
Replication, Tape hardware, multiple systems Maintenance outages

60% Less
Hardware &
1.7 x Rack space

IBM
Approach
Data Protection
High Availability & Disaster Recovery Infrastructure Operations
Geo-Distribution & Erasure Coding Software Defined, Less than 1 FTE per 6 PB
Commodity Hardware, Single system, Secure
Single System Self-healing
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 Storage Positioning – Spectrum Storage vs. Cleversafe
Transparent Cloud Storage Tiering
(open beta)
Object
Store
Higher Performance

IBM SoftLayer
Unified file and object OpenStack Swift
storage. Optimized for Amazon Web Services S3
high performance, across Swift S3 emulation
flash, disk and object
store
IBM Cloud Object Storage System
on disk
( File, backup and archive
interfaces available through
variety of options )
Information Lifecycle
Unified file and object
Management (ILM) across tiers
storage on tape

Flash Disk Tape

Lower cost
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 IBM Storage Portfolio

Spectrum
Control

• Offers Application
programming interfaces
(API) for OpenStack, IBM
Cloud and x86-only
environments like VMware
and Microsoft • Offers Backup, Archive and HSM
Spectrum
capabilities
• Based on technology from Protect
IBM SmartCloud Virtual • Extended to support Virtual and
Storage Center, IBM Tivoli Cloud environments
Storage Productivity
Center • Based on technology from IBM Tivoli
Storage Manager Unified Backup
Data and Recovery Suite
Management

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 IBM Spectrum Control – Different Perspectives

Fabric Perspective:
Looking at storage environment from the
fabric level, how it all gets connected together

Device Perspective:
Looking at storage Data Perspective:
environment from the Looking at storage
device level, for environment from the
performance and host level, for data
replication functions stored in file systems
and databases

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 IBM Spectrum Control – Storage Insights

• New Software As A Service offering

• Combines IBM's expertise in data management, analytics and cloud
• Enabling you to optimize your storage infrastructure through a Cloud-based
delivery model.
Forecast Block & File Capacity
Take the guess work out of managing data
growth.

Optimize Data Placement

Tier data based on historical usage to reduce
cost.
Monitor Performance
Gain visibility to resolve issues
Manage Data by Applications & Departments
before they impact operations.
Deliver a consumer-oriented view of storage by
defining groups.

Reclaim Unused Storage

Identify and reallocate idle storage to maximize
utilization.
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 IBM Spectrum Protect™ is the performance and scalability leader

Efficiently protect hybrid • Flexible retention policies for source and target
environments • Up to 10x improvement in deduplication (V6 vs V7)
• Heterogeneous, application aware snapshot support
• Automatic failover for client recovery
• Automatic repair of damaged files or volumes

Fast & flexible recovery of VMs • Multiple recovery options using single-source backup
• Instantly access or recover VMs and perform file level restores
• Granular protection and recovery (datastore/image/volume/file)
• Incremental forever for VMware and Hyper-V
• Fully integrated recovery experience in vSphere

Data Protection Simplification • Prescriptive blueprints for deployment

• Centralized visibility and control
• Mid Market packaging and pricing
• Front End capacity licensing
• TSM portal for cloud deployment and management

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 Cloud-based storage pools in IBM Spectrum Protect 7.1.3
“Cloud” storage pools will exploit object-storage APIs provided by cloud, without need for gateway
Native cloud storage support based on container pools (not enabled for use as copy pool or database
backup media)
Initial support
– OpenStack Swift, including IBM SoftLayer and IBM Spectrum Scale
– Client backup/restore, archive/retrieve directly to/from object-storage pool

On-premises server On-premises server, Off-premises server and

and object storage pool off-premises object storage pool object storage pool

Clients
Clients TCP/IP
Clients
Object storage Object storage
Object storage Clients
Server Server
Server

On-premises server replicating to server in cloud

Clients Replication

Object storage
Server
Server
Storage hierarchy
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 IBM Spectrum Storage licensing options

Storage Capacity Unit (SCU) IBM Spectrum

= 1.00 TB of Flash or SSD Storage Suite
= 1.18 TB of 10K, 15K, XIV, Per TB
Control Per SCU 3PAR, Infinidat, etc.
IBM Spectrum Control
= 4.00 TB of 7200 Nearline
Per PVU Protect IBM Spectrum Protect
Per TB
Per SCU IBM Virtual
IBM Spectrum Archive
Virtualize
Per TB Storage Center
Per SCU IBM Spectrum Virtualize
Per TB Accelerate
IBM Spectrum Control
IBM Spectrum Accelerate
Scale
Per
socket IBM Spectrum Virtualize
IBM Spectrum Scale
Per
Archive
server
Bundle license for SVC, Bundle license for
FlashSystem V9000 and flash, disk, tape and
Individually-licensed Storwize family storage-rich servers

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 Evolving Use Case Licensing Scenario

Customer starts with 750TB of SAN storage. With 750TB of IBM Spectrum Storage Suite,
they could choose to deploy Control+Virtualize for block access.
Over time, SAN storage may decline while storage-rich servers increase. Customer can
adjust the capabilities by deploying some Control+Accelerate
Or use cases may change requiring file/object and some Control+Scale. Perhaps the
customer uses ‘part’ of the IBM Spectrum Scale capacity as an IBM Spectrum Protect
deduplicated storage pool.

evolve evolve

SAN Storage SAN Storage Storage Rich SAN Storage Storage Rich Storage Rich
Servers Servers Servers
750TB 650TB 200TB 600TB 250TB 100TB

850TB 950TB

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 IBM Spectrum Storage Suite Licensing Options

Perpetual Monthly Utility

• Designed for capital • Designed for operational • Designed for operational
expenditure budgeting expenditure budgeting expenditure budgeting
• One-time, upfront purchase • A single license for all • Combination of perpetual-
of a single license for all products, with cost per and monthly-style licenses:
products terabyte of storage One-time, upfront
• Annual subscription and • Licensed for a specified purchase
support fee for access to term, usually one to 60 Per-terabyte and per-
technical support and months term licensing
product upgrades • License for use of software, • Ideal for service providers
• Ideal for users with slower download updates and or others with more
growing or easier-to-predict technical support for the complex storage needs
capacity needs license term
• Ideal for users with rapidly
growing capacity needs or
who experience short-term
spikes in demand
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 IBM for Software Defined Storage

Why?
IBM Software Defined Storage • Reduces manual effort to provision storage
Control Plane • Increase flexibility by using Industry-standard
hardware
• Can reduce cost of deploying enterprise-class
Control Protect features for your datacenter

IBM Software Defined Storage What?

• IBM Spectrum Storage™ family, a set of
Data Plane Software Defined Storage products

Accelerate Virtualize Scale Archive How?

• Virtualize your existing storage infrastructure
with Spectrum Virtualize
• Consider Spectrum Accelerate, Spectrum Scale,
Cleversafe and Spectrum Archive for new
workloads
IBM ranked #1 in Software • Deploy Spectrum Control and Spectrum Protect
Defined Storage with to manage and backup your data
40% market share
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 Session Evaluations

YOUR OPINION MATTERS!

1 2 3 4
Submit four or more session
evaluations by 5:30pm Wednesday
to be eligible for drawings!
*Winners will be notified Thursday morning. Prizes must be picked up at
registration desk, during operating hours, by the conclusion of the event.

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 IBM Spectrum Storage™ family – a $1B Investment over 5 years
Pre-built Systems Software Cloud Service

IBM Spectrum Control IBM Spectrum Control

Management
Based on technology from Tivoli Storage Storage Insights
Productivity Center, FlashCopy Manager,
Storage Analytics Engine
STORServer * IBM Spectrum Protect IBM SmartCloud
Based on technology from Tivoli Storage Managed Backup and
Manager Unified Backup and Recovery Suite Archive, FrontSafe *
XIV Storage IBM Spectrum Accelerate IBM Spectrum Accelerate
System, Based on technology from XIV on SoftLayer
SuperMicro *

Block
SAN Volume IBM Spectrum Virtualize
Controller (SVC), Not sold separately, installed on pre-built
FlashSystem systems
V9000, Storwize
Elastic Storage IBM Spectrum Scale Elastic Storage on IBM

File & Object

Server, Based on technology from GPFS Managed Cloud (HPC
Storwize V7000 Platform Computing only)
Unified
Champion IBM Spectrum Archive
EchoLeaf * Based on technology from LTFS
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* Third party offerings may not be reproduced in whole or in part without the prior written permission of
IBM.
 IBM Tucson Executive Briefing Center

Tucson, Arizona is home for

storage hardware and software
design and development

IBM Tucson Executive

Briefing Center offers:
– Technology briefings
– Product demonstrations
– Solution workshops

Take a video tour!

– http://youtu.be/CXrpoCZAazg

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 Tony Pearson
9000 S. Rita Road
Bldg 9032 Floor 1
About the Speaker Master Inventor
Tucson, AZ 85744
Senior Software
Engineer
+1 520-799-4309 (Office)
IBM Storage
[email protected]

Tony Pearson is a Master Inventor and Senior Software Engineer for the IBM Storage product line. Tony joined IBM
Corporation in 1986 in Tucson, Arizona, USA, and has lived there ever since. In his current role, Tony presents briefings on
storage topics covering the entire IBM Storage product line, IBM Spectrum Storage software products, and topics related to
Cloud Computing, Analytics and Cognitive Solutions. He interacts with clients, speaks at conferences and events, and leads
client workshops to help clients with strategic planning for IBM’s integrated set of storage management software, hardware, and
virtualization products.

Tony writes the “Inside System Storage” blog, which is read by hundreds of clients, IBM sales reps and IBM Business Partners
every week. This blog was rated one of the top 10 blogs for the IT storage industry by “Networking World” magazine, and #1
most read IBM blog on IBM’s developerWorks. The blog has been published in series of books, Inside System Storage: Volume
I through V.

Over the past years, Tony has worked in development, marketing and customer care positions for various storage hardware and
software products. Tony has a Bachelor of Science degree in Software Engineering, and a Master of Science degree in
Electrical Engineering, both from the University of Arizona. Tony holds 19 patents for inventions on storage hardware and
software products.

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 Additional Resources from Tony Pearson

Email:
[email protected]

Twitter:
twitter.com/az990tony

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