A Business Case for Windows And Linux

 

 

 

 

 


Executive Summary

 

To accomplish a fair economic or Total Cost of Ownership (TCO) assessment of Windows and Linux one needs to see how Windows and Linux will impact the major cost categories of an IT deployment, such as:

 

·         Hardware

·         Storage

·         Software

·         Networking

·         Services

·         Facilities

·         Personnel

·         Downtime

·         Support and Maintenance

 

For this report each of these cost categories has been examined in great detail using CIOview's TCOnow! for Windows and Linux.  This platform analysis software allows a consistent evaluation approach to be in place and, perhaps most importantly, ensures different model scenarios can be easily tested under a variety of "what-if" scenarios.  For example, one can see rapidly how migrating existing IT functions, such as Firewalls and Print/File functions can result in the need for fewer boxes and a corresponding reduction in IT staff.  Then you can proceed to drill down on the major cost categories to review and possibly change the underlying assumptions.  All cost categories have at least two levels of detail that can be examined and subsequently changed.  In fact, you can drill down to the level of changing the cost of power to reflect your local electricity costs as a factor in determining facilities costs.

 

 

Irrespective of whether you utilize a software product, sophisticated spreadsheets or a “stubby pencil”, to appreciate the potential economic consequences of Windows and Linux, the very same factors have to be taken into account.

Just the facts ...

Ultimately, the cost of a Windows versus Linux decision will run into the millions if not tens of millions of dollars for many companies.  Unless you can take all of the issues discussed here and many more and model them appropriately, there is simply no way to know whether Linux or Windows is a better fit for your company.

TCOnow! for Windows and Linux is designed to help you carry out just this type of analysis.  For example, you can specify a variety of consolidation and migration strategies, such as:

                        

·         Rack and stack

·         Running your existing environment as-is

·         Upgrading your Intel hardware and moving to either Linux or Windows Server 2003

·         Resource optimization

·         Running Linux on a mainframe compared to Windows Server 2003 on Intel, and consolidating your application

·         Running Linux on a mainframe and consolidating your Windows NT4 instances using new features in Windows Server 2003 on Intel

 

CIOview’s TCOnow! software also allows you to run all of these different scenarios and include all of your IT shop’s particular nuances.  You can then balance the costs and risks of each strategy and determine whether Linux or Windows Server 2003 is right for you. 

Workloads

The type or make-up of the workload being migrated to Windows and Linux not only will have a large impact on the hardware resources needed, it also will impact the possible economics of reduced personnel resources.  Therefore it is key to identify workloads accurately as early on in the process as possible.  The classic environments typically slated for migration to Windows and Linux are:

 

·         File and Print

·         E-mail

·         Web/Internet

·         Database

·         Mixed workload

 


Financial Results

Given the information input into TCOnow! your financial costs of deploying Windows and Linux would be as follows:

Total Cost of Ownership Linux:

$1,135,015

Total Cost of Ownership Windows Server 2003:

$461,667

Chart 1: Total Cost of Ownership over Time

 

 

Chart 1 above shows the TCO of Windows compared to that of Linux over the investment time horizon selected within TCOnow!  Your TCO is based upon the following assumptions as detailed in Table 1.

 


 

Table 1: Total Cost of Ownership (TCO) Assumptions

TCO Assumptions

Primary application

File and Print 

Level of RAID desired

RAID 5 

 

Hours of Operations

9x5 

 

Size for current or future needs

Current needs 

 

Consolidation Strategy

Single workload consolidation 

 

 

The assumptions in Table 1 are the key in refining the server configuration, helping to generate the costs associated with downtime and accounting for anticipated growth, or not, as the case may be.

 

The cost categories selected for this analysis are detailed in Table 2:

 

Table 2: Cost Categories Selected for Inclusion

Cost Category

Included?

Servers

Yes 

Software

Yes 

Storage

Yes 

Network

Yes 

Services

Yes 

Training

Yes 

Facilities

Yes 

Personnel

Yes 

Downtime

Yes 

Support and Maintenance

Yes 


 

The comparative costs of deploying your workload using the Linux  platform versus Windows Server 2003  would be as follows:

 

Table 3: Comparative Costs Table

Cost Category

Linux 

Windows Server 2003 

Delta

Servers

$250,000 

$88,190 

- $161,810 

Software

$126,000 

$29,715 

- $96,285 

Storage

$237,523 

$127,904 

- $109,619 

Network

$8,000 

$2,010 

- $5,990 

Services

$20,568 

$80,236 

$59,668 

Training

$198,393 

$47,524 

- $56,627 

Facilities

$118,906 

$62,280 

- $56,627 

Personnel

$483,736 

$192,627 

- $291,109 

Downtime

$41,559 

$36,634 

- $4,924 

Support and Maintenance

$204,771 

$31,257 

- $173,515 

Total Cost of Ownership

$1,689,457 

$698,377 

- $991,080 

 

Table 3 shows the cost for each solution in each major cost category.  It is important to recognize that many of the cost categories feed into each other.  As a result, making changes to one category will tend to ripple throughout the entire TCO model.  Attaining the lowest TCO tends to an iterative process requiring a great deal of “what-if” analysis.  The financial rewards of such an effort can be substantial and in many cases point to other IT endeavors that could benefit from a similar approach.


 

Table 4 presents the recommended configuration for the two platforms being examined in this analysis.  Since the server configuration effectively represents the keystone to TCO, getting the server configuration right is fundamental to an accurate TCO analysis.

Table 4: Recommended Platform Configuration

Category

Vendor 1:

Linux 

Vendor 2:

Windows Server 2003 

Mixed workload servers and mainframes (z/OS)

1 x zSeriesExisting z900 - 1C5 (5 x 1085 MIPS) 

No server necessary 

File and print application servers

22 x zSeries Virtual Machines 

2 x Dell6650 (2 x 2800MHz 400MHz Bus 8GB RAM) 

Email application servers

No server necessary 

No server necessary 

Database application servers

No server necessary 

No server necessary 

Web application servers

No server necessary 

No server necessary 

Test and Development Servers

2 x zSeries Virtual Machines 

No server necessary 

QA Servers

0 x zSeries Virtual Machines 

No server necessary 

Backup Servers

2 x zSeries Virtual Machines 

No server necessary 

Other Servers

0 x zSeries Virtual Machines 

No server necessary 

Mainframe Linux Processors (IFL)

2 x zSeriesMainframe Integrated Facilities for Linux 

None Required 

 

In turn, Table 5 compares the key system metrics and Total Cost of Ownership (TCO) for your chosen solutions.  Table 5 represents a summary method to review the basic TCO assumptions and ensures there is no single item that has been misrepresented.

 

Table 5: Key Implementation Metrics

Category

Vendor 1:

Linux 

Vendor 2:

Windows Server 2003 

Number of pre-existing production and non-production servers

0 

0 

Number of new production servers or IFL

2 

2 

Number of new test, QA, & backup servers or virtual machines

0 

0 

Storage dollar cost/megabyte

$0.45 

$0.21 

Number of IT staff

1.30 

0.4 

Estimated system-wide availability

99.994% 

99.994% 

Total Cost of Ownership

$1,689,457 

$698,377 

 

The results of this analysis are based on the workloads you specified, your current midrange environment, your current environment, and your personnel assessment. Tables 6A-C summarize your consolidation needs.

 

Table 6A: Consolidation Model

Category

Value

Operating System Platform 1

Linux 

Operating System Platform 2

Windows Server 2003 

New Hardware Vendor for Platform 1

Dell 

New Hardware Vendor for Platform 2

IBM zSeries/IBM xSeries 

Number of end-users involved in project?

1000 

Consolidation Model

Single workload consolidation 

Table 6B: Consolidation Requirements

Category

Value

Assuming no change to your storage infrastructure, how much of your existing storage do you expect to be able to still use if you migrate or consolidate?

0% 

Storage (GB)

500 

RAID level you need on your storage

RAID 5 

Will you implement network attached storage (NAS) or a storage area network (SAN)?

Implement a SAN 

Your hours of operation

9x5 

If your current application runs on more than one server, what would be the impact to your application if one of those servers were to become unavailable?

Performance decline 

If a production server system component fails and causes a production server failure, what is the maximum allowable wait for a replacement part?

NA 

Which of your chosen workloads is used most by your IT and business departments to estimate and cost system-wide availability (you may only choose one type of workload)?

File and Print 

 

 


Table 6C: Consolidation Requirements Over Time

Category

Requirement

Annual average user growth rate for your application

10% 

Annual average storage growth rate

15% 

Will you size your servers for your initial needs or to account for all of your expected growth?

Current needs 

 

 

The decision whether to size a system for current requirements or to include the growth requirements envisioned for the investment period is an important question.  In sizing for future growth acquisition costs will obviously be higher and in the early years support, software and perhaps even downtime will add to the TCO.  However the advantage is no interruption or large scale hardware additions will be required.  This is a question that is ripe for “what-if” analysis and is a good example that the beauty of TCO lies in the details.


Over time, the costs associated with your two competing platforms can also be compared.  For your first selection, Linux :

Table 8: Allocated Cost Summary (Linux )

 

Initial

Year 1

Year 2

Year 3

Year 4

Year 5

Servers

$250,000 

$0.00 

$0.00 

$0.00 

$0.00 

$0.00 

Software

$126,000 

$0.00 

$0.00 

$0.00 

$0.00 

$0.00 

Storage

$226,442 

$8,214 

$956 

$1,911 

$0.00 

$0.00 

Network

$8,000 

$0.00 

$0.00 

$0.00 

$0.00 

$0.00 

Services

$20,568 

$0.00 

$0.00 

$0.00 

$0.00 

$0.00 

Training

$198,393 

$0.00 

$0.00 

$0.00 

$0.00 

$0.00 

Facilities

$3,000 

$40,019 

$37,944 

$37,944 

$0.00 

$0.00 

Personnel

$0.00 

$149,799 

$166,969 

$166,969 

$0.00 

$0.00 

Downtime

$0.00 

$12,555 

$13,811 

$15,192 

$0.00 

$0.00 

Support and Maint.

$0.00 

$23,200 

$90,892 

$90,679 

$0.00 

$0.00 

Total By Year

$832,404 

$233,787 

$310,571 

$312,695 

$0.00 

$0.00 

 

Chart 2: Total Cost % by Category (Linux )


The costs over time for the second platform, Windows Server 2003 , are shown in Table 9 below:

Table 9: Allocated Cost Summary (Windows Server 2003 )

 

Initial

Year 1

Year 2

Year 3

Year 4

Year 5

Servers

$58,794 

$29,397 

$0.00 

$0.00 

$0.00 

$0.00 

Software

$19,810 

$9,905 

$0.00 

$0.00 

$0.00 

$0.00 

Storage

$102,728 

$22,309 

$956 

$1,911 

$0.00 

$0.00 

Network

$1,340 

$670 

$0.00 

$0.00 

$0.00 

$0.00 

Services

$53,491 

$26,745 

$0.00 

$0.00 

$0.00 

$0.00 

Training

$47,524 

$0.00 

$0.00 

$0.00 

$0.00 

$0.00 

Facilities

$6,000 

$18,147 

$19,066 

$19,066 

$0.00 

$0.00 

Personnel

$0.00 

$46,925 

$72,851 

$72,851 

$0.00 

$0.00 

Downtime

$0.00 

$11,068 

$12,175 

$13,392 

$0.00 

$0.00 

Support and Maint.

$0.00 

$3,767 

$10,116 

$17,374 

$0.00 

$0.00 

Total By Year

$289,686 

$168,933 

$115,163 

$124,594 

$0.00 

$0.00 

Chart 3: Total Cost % by Category (Windows Server 2003 )

 

 

Conclusion

 

CIOview’s TCOnow! software also allows you to run many different scenarios and include all of your IT shop’s particular nuances.  You can then balance the costs and risks of each strategy and determine whether Linux or Windows Server 2003 is right for you.  You can also do a very sophisticated “what if” analysis and see how changes to your underlying system design affect your TCO for Linux as compared to Windows. With CIOview’s TCOnow! for Windows and Linux, it becomes easy to see the correct decision, as well as the reasoning behind it.


Introduction

 

Part and parcel of the economics of Linux and Windows is the central idea that server consolidation also is likely to take place at the same time.  As a result, to be able to compare Linux to Windows, there must be an accurate way to identify the optimal server configuration.  Determining the optimal server configuration requires a thorough understanding of the workload(s) that are being reviewed for migration, the major factors affecting server configuration and the selection of the appropriate server performance benckmark(s).  Unless this can be accomplished in an accurate fashion it is impossible to know what the TCO is for either Linux or Windows.

The Basics   

One has to recognize that server requirements largely will be driven by:

 

·         Peak versus off-peak server demand

·         The nature of the workload (serial vs. parallel)

·        The quality of the application code

·         The number of processors an application scales to

·         The number of connections to back-end servers

·         The number of connections to infrastructure applications

·         The number of connections to front-end servers

·         The utilization rate and spare capacity assumptions that are made

·         Availability requirements, etc.

 

In other words, there are a great number of factors that must be taken into account when configuring servers.  However, in much the same way that the horsepower of an automobile ultimately determines the performance of a car it is reasonable to expect  that a similar measure will be available for servers.  For non-car buffs, horsepower is simply one measure of the power output of an engine and usually determines much of a car’s performance up to 100 miles per hour when aerodynamics kick in as a larger factor.  There are some pretty simple performance metrics that can be applied across the automobile industry in general that allow a customer to look at a few stats and get a pretty good buyer’s comparison.  Since many servers cost several times the cost of even the most exotic car one can surmise that the same type of comparison shopping data will be available for configuring a computer system. 

 


The performance tests or benchmarks that commonly are used for servers include:

 

TPC

·         TPC-H

·         TPC-C

·         TPC-R

·         TPC-W

 

SPEC

·         SPEC

·        SPECjbb2000

·        SPECint200

·        SPECint_rate2000

·        SPECfp2000

·        SPECfp_rate2000

·        SPECsfs97_R1.v2

·        SPECsfs97_R1.v3

·        SPECweb99

 

SAP

·         SAP

·        SAP R/3 2-Tier

·        SAP R/3 3-Tier

·        SAP ATO 2-Tier

 

Oracle

·         Oracle

·        Oracle ASB11i (single)

·        Oracle ASB11i (cluster)

·        Oracle ASB11i (parallel)

 

Notes

 

·         NotesBench (R5)

·         NotesBench (WebMail)

 

LINPACK

 

iCOMP


All of these different benchmarks can be extremely useful.  However, when vendors report public results one has to bear in mind that the results:

 

·         Assume “perfect” workloads

·         Reflect a server configuration that is highly tuned to perform the benchmark

·         Do not handle connections with other systems

·         Do not address workload management

Server Sizes

Benchmarks differ based on how output changes as the size of the server changes.  Server size can be thought of as the number of processors, namely:

 

·         2-way: 2-processor

·         4-way: 4-processor

·         8-way: 8-processor

·         32-way: 32-processor, etc.

 

In a perfect world, growth in server size would relate directly to growth in server output.  In other words switching from 2-way to a 4-way would result in a doubling of output.  Likewise switching from a 2-way to a 16-way would mean an eight-fold increase in output.

Server Scaling

In a simplified example of server scaling a 1-processor server would produce 1000 units of output at top performance.  A 2-processor server would output 2000 units of performance and a 72-processor server would come it at 72,000 units of output.  In other words, there is an expectation that performance grows directly with the number of processors on a 1:1 ratio.  However, in the real world no server scales at 1:1 or in a perfectly linear fashion. Each new processor added to your server gives only a partial increase in performance. Most commercial IT workloadsshow a scaling curve. In contrast to a single scaling factor, a scaling curve is a collection of scaling factors.  As you keep adding new processors, the scaling factor decreases.  In other words, adding new processors always runs into the problem of diminishing returns. 

 

Imagine a second workload that shows diminishing returns:

 

·         A 1-way server produces 1000 units of output

·         A 2-way server produces only 1,930 units of output

·         A 4-way server produces only 3,716 units of output

·         A 16-way server produces 12,515 units of output

·         And a 72-way server produces 25,899 units output

The scaling factors in this workload change substantially as the number of processors increases. The scaling factor from 1-way to 2-way is .97 but the scaling factor from 1-way to 72-way is only .36.

 

If we create a graph of our first workload showing the output per server related to the number of processors, we would see:


If we create a graph of our second workload showing the output per server related to the number of processors, we would see:


 

 

The key point to remember is that the different benchmarks have different scaling curves.  As a result if you select the wrong benchmark for configuration purposes it is a foregone conclusion that you either will severely under- or over-configure your servers. 

Why does scaling vary?

The ability of a workload to scale depends largely on two factors:

 

·        How CPU intense the workload is

·        How much sharing the workload requires

 

Workloads by definition carry out a very specific type of transaction, e.g.,online purchases, file serving, loan approvals etc. A particular transaction typically can be described as CPU-intense or input-output (IO)-intense. A CPU-intense transaction is limited by the amount and power of the processors on your server.  In other words, the transaction mostly involves processing happening in the CPU.  Therefore, the number/speed of transactions will grow as soon as you add new CPU power. However,the CPU needs information to do its calculation and it needs to return an answer.  After all, there is no point to carrying out an activity that has no input or output.  To return to our automobile analogy for a moment, a CPU-only application would be like having an exotic sports car with no wheels, no steering, and no brakes.  Excellent examples of CPU-intensive workloads would include:

 

·         Sophisticated enterprise resource planning programs

·         Data compression

·         Fluid dynamics

·         Statistical models

·         Engineering drawings

 

The two most common CPU-intense benchmarks are SPECint2000 and SPECfp2000.  However, before applying these benchmarks to your workload it is worth recalling that each benchmark is designed for specific applications.

 

SPECint2000 simulates:

 

·         2 x Data compression utilities

·         3 x Routing and network optimizers

·         C Compiling

·         Chess (the game of)

·         Natural language

·         Perl scripts

·         Computational group theory

·         Ray tracing

·         An object-oriented database

 

Meanwhile SPECfp2000 simulates:

 

·         Quantum chromodynamics

·         Shallow water modeling

·         3D grid solving

·         Partial differential equations

·         3D graphics library

·         Fluid dynamics

·         Neural networks

·         Earthquake modeling

·         Face recognition

·         Computational chemistry

·         Prime number testing

·         Crash simulation

·         Particle accelerators

·         Atmospheric modeling

 

The common characteristics of all these seemingly disparate applications are:

 

·        Minimal data sharing between processors

·        Each CPU has its own bit of information to process and does not have to pause while another CPU is using a key data point

·        Few data locks

·        CPUs do not have to idle while other processors are carrying out key transactions steps that must be in a certain order

·        Very little contention for resources

·        CPUs are not all attempting to use the same, limited amount of memory or input/output at the same time

·        Almost no need to obtain or deliver information to legacy back-end systems

·        CPUs can function within their defined server environment and do not have to try to communicate with complex existing environments


 


All of these characteristics ultimately translate into a very parallel computing environment. The chart below details the scaling associated with a truly parallel application.


How CPU Intensive is your workload?

Answering that question goes a long way in being able to select which benchmark one should be using for server evaluation purposes. Your workload will become less CPU intensive, as you require:

 

·         More sharing of the same data between CPUs

·         A greater amount of data to be passed from CPU to CPU

·         Less even/uniform distribution of information across processing units

·         More sequential, step by step processing

 

As your workload involves more data sharing, data locking, and sequential work, your processing performance becomes limited by the ability of the CPU to retrieve and distribute information. 

 

Once your application is constrained by data transfer considerations, it becomes input/output (I/O) intensive.  An I/O intense workload is limited by the ability of the CPU to get access to the data necessary to carry out its calculation. In other words, the transaction involves very little processing happening in the CPU.  Instead, the transaction involves moving information back and forth. 

How I/O Intensive is your workload?

I/O intensive transactions suffer from diminishing CPU returns. In fact I/O workloads exhibit the traits of:

·         Each new CPU will improve your server performance by a smaller number

·         At some point, you will suffer from the “too many cooks” syndrome and find that new CPUs degrade performance

·         In some cases, the sequential nature of the transaction means that a new CPU has no work to do and instead just eats up I/O resources while waiting

I/O intense applications largely move and manage data.  Examples include:

·         File and print

·         Firewall

·         LDAP

·         Citrix

·         OLTP (online transaction processing)

·         Applications with security/authentication (bank loans, insurance claims)

·         Ad-hoc data warehouse queries

An I/O intense transaction can be described as a serial transaction.  In other words, each step happens one after the other instead of in parallel.  Serial transactions require internal server bandwidth and large local RAM memory to move data around.  Serial transactions are common when your data is unstructuredad-hoc queries, online bank account access, etc.

 

The most common published benchmark, TPC-C, is of a relatively I/O intense OLTP workload.  TPC-C simulates a warehouse system and includes:

·         New customer orders

·         Payments

·         Checking order-status

·         Arranging delivery

·         Checking inventory stocks

It is characterized by:

·         Simultaneously carrying out different transactions

·         A high amount of disk input/output

·         Transaction integrity, or data locking

·         Databases with non-uniform data and setups

·         Competition by CPUs for limited I/O resources

 


Serial workloads by nature have a large need for hard disk access since the transaction involves searching, processing, and manipulating information stored in outside tables.  There tends to be a large amount of shared data since each CPU needs to access and manipulate the same exact piece of data, which means that the CPU needs to wait until a different CPU is done. Data locking is required since each transaction must have a number of verification steps (did the transaction finish, is this the right account, etc) that must take place before another CPU can work on the same piece of data.  As a result, in a very heterogeneous server environment not only must each CPU wait for information, but your server must also gather data from and return results to a relatively unstructured back-end database or transaction monitor.  The chart below depicts the scaling efficiencies associated with a highly serial application.


 

What does all this mean?

Intellectually interesting as all this may be, how does it translate into sizing a server? In order for us to size our servers correctly, we need to determine how CPU intense versus how I/O intense our application is.  Once we know our application characteristics, we then can turn our application requirements (number of users, Web pages per second, etc) into infrastructure requirements (number and size of servers). 

 

The discussion of CPU-intense versus I/O intense easily can become complicated and never-ending.  Imagine instead that we have a range of CPU-intense and I/O intense workloads.  They can be ordered by degree of CPU-intensity.  Doing so also will reveal what applications are very parallel and what applications are very serial.

 

Lets create a range of 1 to 25, with 1 equaling very CPU-intense and 25 equaling very I/O-intense.  We then can use this scale to rate our application, by examining the following questions:

 

·         How much data sharing exists?

·         How unstructured/non-uniform is your data?

·         What are your requirements as they relate to transaction integrity and data locking?

·         How sequential or serial is your transaction?

 

You then can use your application rating to place yourself on a performance curve.  For simplicity purposes, CIOview uses two performance curves to bound our performance estimations. One curve is very CPU-intense and represents our estimate of scaling for a very technical computing workload. This curve represents an application rating of 1. The second curve is very I/O-intense and represents our estimate of scaling for a workload bound almost entirely by I/O considerations. This curve represents an application rating of 25. Your application rating will place you somewhere between these two curves.

 

 

 


Once you estimate where you fall between a CPU-intense performance curve and an I/O-intense performance curve, you can determine the best size of server to deploy (2-way, 4-way, etc). You typically would choose a server size that shows good scaling for your workload. To determine the output of your server you could use a 1-processor server as a reference to determine the potential output of your chosen server. And then finally, you would know the number of servers necessary.


Knowing the characteristics of the workload you are going to deploy is key.  One then needs to identify where that workload falls on the serial/parallel continuum.  Having done that one must select the performance benchmark most appropriate to your workload, take into consideration how your application scales and then size accordingly.

 

Software Performance

One of the perceived attractions of Linux is that since the operating system is based on UNIX, it must be technologically superior to Microsoft Windows.  Often, the comparison is made to Windows NT4, which had limited flexibility.  Or, the comparison is made to a mainframe running Linux, with a whole discussion of the technical merits of a mainframe and of the z/VM virtualization operating system.  In many cases, Windows NT4 is not very sophisticated compared to Linux and especially compared to Linux on a mainframe.  Just look at the frequency of operating system outages for a single server.  While a Linux instance may fail once every 5 years, a Windows NT4 instance will typically fail every 4 months.

 

But as we all know from other things, such as the stock market, that past performance is no predictor of future returns.  Microsoft Windows Server 2003 provides a number of technological features that put it either on par with or, in some cases significantly ahead of, most Linux distributions.  These include:

 

§         Larger SMP multi-processor support

§         Greater RAM address ability

§         Availability

§         Distributed File System

§         Improved email backup and recovery

 

SMP Support-One of the biggest differences between Windows Server 2003 and Linux concerns multi-processor support.  Intel Linux is really designed for 1-4 CPU servers (or 1-4 CPU virtual machines on a mainframe), while Windows Server 2003 provides support for up to 8 CPUs with Enterprise Edition and even scales to 32-way servers with Datacenter Edition.  This allows Windows Server 2003 to take advantage of larger servers and substantially reduce the number of operating system images necessary. 

 

RAM address ability- Greater RAM address ability compared to Windows NT4 means that each server can access 4GB of RAM per processor, similar to Linux.  Using more RAM can improve performance.  As a general rule of thumb, doubling RAM per processor will improve overall performance by 10%.

 

Availability-Windows 2000 Server and Windows Server 2003 are 3 times more reliable than Windows NT4.  This substantially reduces the number of actual failures you might expect to experience.  Furthermore, Windows Server 2003 provides Microsoft Cluster Service to run 2, 4, and 8-node high availability clusters.  In contrast, Linux clustering requires purchasing 3rd party software such as SteelEye LifeKeeper at a cost of roughly $6,000 per server for the license and three years of support and maintenance.

 

Distributed File System-Of course, running a 2-node 4 or 8-CPU cluster is quite a lot of overkill for a departmental file server or email system.  But new technology in Windows Server 2003 is designed to allow Windows applications to take advantage of higher performance servers by consolidating operating system instances.  For example, you can use a Distributed File System to encompass all of your existing file and print root targets.  Instead of needing a separate Windows NT4 server for each workgroup and root target, you can use a pair of clustered servers to run your entire file system.  In contrast, if you run Samba on Linux, you cannot consolidate root targets and you are forced to manage a very distributed file system.

 

Improved backup and recovery-Instead of maintaining adequate backup time by running a separate Windows NT4 server for each email database, you can now run multiple databases on one Microsoft Windows Server 2003 and Exchange Server 2003 instance.  This means that all of your different service levels can be handled on one server cluster instead of on a whole host of distributed machines.  In contrast, Linux email systems do not allow this sort of consolidation and keep you in a multiple server, small workload mode.

 

Even if you run Linux on a mainframe, you will typically need to create a separate virtual machine instance with its own Linux operating system for each file server, email server, Web server, etc.  While the mainframe itself can handle capacity management between instances very effectively, you still are faced with the complexity of managing dozens of Linux images compared to two Windows images joined in a cluster. 


Servers

One of the simplest ways to determine server needs is to complete an inventory or assessment of what is currently deployed.  Table 10 lists the servers in use and their respective average utilization rates.

Table 10a: Hardware Assessment

 

Item

Workload

Qty

Model

Utilization Rate

1.

Production Server 1

File and Print 

22 

2000HP/CompaqDL360 (2x 933MHz2GB RAM) 

4% 

2.

Production Server 2

File and Print 

0 

2000HP/CompaqDL360 (2x 933MHz2GB RAM) 

4% 

3.

Production Server 3

File and Print 

0 

2000HP/CompaqDL360 (2x 933MHz2GB RAM) 

4% 

4.

Production Server 4

File and Print 

0 

2000HP/CompaqDL360 (2x 933MHz2GB RAM) 

4% 

5.

Production Server 5

File and Print 

0 

2000HP/CompaqDL360 (2x 933MHz2GB RAM) 

4% 

6.

Test Server

 

2 

2000HP/CompaqDL320 (1x 1000MHz1GB RAM) 

2% 

7.

Development Server

 

0 

2000HP/CompaqDL320 (1x 1000MHz1GB RAM) 

2% 

8.

QA Server

 

0 

2000HP/CompaqDL360 (2x 933MHz2GB RAM) 

2% 

9.

Backup Server

 

2 

2000HP/CompaqDL360 (2x 933MHz2GB RAM) 

1% 

10.

Other Server

 

0 

2000HP/CompaqDL360 (2x 933MHz2GB RAM) 

4% 

 


In order to assess the financial impact of running your application on a zSeries, TCOnow! needs to know about your current mainframe infrastructure. If you already have an existing mainframe, you may be able to simply add incremental capacity or upgrade to a newer model. Similarly, if you already have mainframe systems management and operations staff in-house, your incremental cost to add new capacity may be quite low. This table inventories your existing mainframe resources, if any.

Table 10b: Current Mainframe Environment

 

Item

Value

1.

What type of mainframe do you have?

650 (1 x 3060MHz 533MHz Bus 2GB RAM) 

2.

How many MIPS are on the existing mainframe you wish to include in your new application analysis (Note: this is not the number of MIPS required for your application)?

1085 

3.

What percentage of your mainframe's processing capacity is already allocated to existing workloads?

90% 

4.

What is your mainframe's average prime shift utilization rate?

93% 

5.

What is your average hardware cost per MIPS?

$1,306 

6.

What is your annual IBM software cost per MIPS?

$1,270 

7.

What is your annual independent software vendor (ISV) ISV software cost per MIPS?

$1,588 

8.

How many IT personnel are responsible for managing your mainframe?

62.3 

 

Each of your individual server layers has unique properties that have important implications for your new environment. The tables below contain the assumptions that have been built in to the server sizing process:

File and Print Server - Users

 

Item

Workload

1.

Number of Users

1000 

2.

How many unique file and print application instances do you currently have?

22 

3.

How many users currently access your largest file and print application instance (if you have only 1 unique instance then this should equal the total number of file and print users)?

46 

4.

How many unique Windows file and print application instances do you expect to have after any sort of application consolidation (leave the same as above if you are not consolidating applications)?

1 

5.

How many users do you expect to access your largest Windows file and print application instance after migration or consolidation (if you are not consolidating applications then this should equal the answer to question 3)?

1000 

6.

How many unique Linux Samba file and print application instances do you expect to have after any sort of application consolidation (leave the same as above if you are not consolidating applications)?

22 

7.

How many users do you expect to access your largest Linux Samba file and print application instance after migration or consolidation (if you are not consolidating applications then this should equal the answer to question 3)?

46 

 

File and Print Server – New Server Requirements

 

Item

Workload

1.

If a file and print server component fails and causes an outage, what is the maximum allowable wait for a replacement part?

No wait allowed 

2.

How do you wish to set up your new Linux file and print infrastructure?

Each application instance on its own partition 

3.

What is the size, in CPUs, of the largest Linux server that can run your application without a reduction in scaling?

2 

4.

How do you wish to set up your Windows file and print application images?

1 

5.

What is the size, in CPUs, of the largest Windows server that can run your application without a reduction in scaling?

2 

6.

How do you wish to add new images to your Current Environment?

Each application instance on its own server 

 

eMail Server - Users

 

Item

Workload

1.

Number of Users

0 

2.

How many unique eMail application instances do you currently have?

0 

3.

How many users currently access your largest eMail application instance (if you have only 1 unique instance then this should equal the total number of eMail users)?

0 

4.

How many unique Windows eMail application instances do you expect to have after any sort of application consolidation (leave the same as above if you are not consolidating applications)?

0 

5.

How many users do you expect to access your largest Windows eMail application instance after migration or consolidation (if you are not consolidating applications then this should equal the answer to question 3)?

0 

6.

How many unique Linux Samba eMail application instances do you expect to have after any sort of application consolidation (leave the same as above if you are not consolidating applications)?

0 

7.

How many users do you expect to access your largest Linux Samba eMail application instance after migration or consolidation (if you are not consolidating applications then this should equal the answer to question 3)?

0 

 

eMail Server – New Server Requirements

 

Item

Workload

1.

If an eMail server component fails and causes an outage, what is the maximum allowable wait for a replacement part?

Next business day 

2.

How do you wish to set up your new Linux eMail infrastructure?

Each application instance on its own partition 

3.

What is the size, in CPUs, of the largest Linux server that can run your application without a reduction in scaling?

4 

4.

How do you wish to set up your Windows eMail application images?

1 

5.

What is the size, in CPUs, of the largest Windows server that can run your application without a reduction in scaling?

4 

6.

How do you wish to add new images to your Current Environment?

Each application instance on its own server 

 

Database Server - Users

 

Item

Workload

1.

Number of Users

0 

2.

How many unique database application instances do you currently have?

0 

3.

How many users currently access your largest database application instance (if you have only 1 unique instance then this should equal the total number of database users)?

0 

4.

How many unique Windows database application instances do you expect to have after any sort of application consolidation (leave the same as above if you are not consolidating applications)?

0 

5.

How many users do you expect to access your largest Windows database application instance after migration or consolidation (if you are not consolidating applications then this should equal the answer to question 3)?

0 

6.

How many unique Linux Samba database application instances do you expect to have after any sort of application consolidation (leave the same as above if you are not consolidating applications)?

0 

7.

How many users do you expect to access your largest Linux Samba database application instance after migration or consolidation (if you are not consolidating applications then this should equal the answer to question 3)?

0 

 

Database Server – New Server Requirements

 

Item

Workload

1.

If a database server component fails and causes an outage, what is the maximum allowable wait for a replacement part?

Next business day 

2.

How do you wish to set up your new Linux database infrastructure?

Each application instance on its own partition 

3.

What is the size, in CPUs, of the largest Linux server that can run your application without a reduction in scaling?

8 

4.

How do you wish to set up your Windows database application images?

1 

5.

What is the size, in CPUs, of the largest Windows server that can run your application without a reduction in scaling?

32 

6.

How do you wish to add new images to your Current Environment?

Each application instance on its own server 

 

Web Server - Users

 

Item

Workload

1.

Number of Users

0 

2.

How many unique web application instances do you currently have?

0 

3.

How many users currently access your largest web application instance (if you have only 1 unique instance then this should equal the total number of web users)?

0 

4.

How many unique Windows web application instances do you expect to have after any sort of application consolidation (leave the same as above if you are not consolidating applications)?

0 

5.

How many users do you expect to access your largest Windows web application instance after migration or consolidation (if you are not consolidating applications then this should equal the answer to question 3)?

0 

6.

How many unique Linux Samba web application instances do you expect to have after any sort of application consolidation (leave the same as above if you are not consolidating applications)?

0 

7.

How many users do you expect to access your largest Linux Samba web application instance after migration or consolidation (if you are not consolidating applications then this should equal the answer to question 3)?

0 

 

web Server – New Server Requirements

 

Item

Workload

1.

If a web server component fails and causes an outage, what is the maximum allowable wait for a replacement part?

Next business day 

2.

How do you wish to set up your new Linux web infrastructure?

Each application instance on its own partition 

3.

What is the size, in CPUs, of the largest Linux server that can run your application without a reduction in scaling?

8 

4.

How do you wish to set up your Windows web application images?

1 

5.

What is the size, in CPUs, of the largest Windows server that can run your application without a reduction in scaling?

32 

6.

How do you wish to add new images to your Current Environment?

Each application instance on its own server 

 

 

Your existing non-production environment is an important influence on your new non-production environment. Displayed below are the characteristics of your existing non-production environment, as well as the assumptions built in to the server sizing for your new environment:

 

Existing Non-Production Environment

 

Server

Prime Shift Utilization Rate

Number of Images

1.

Test server

2% 

40 

2.

Development server

2% 

40 

3.

QA server

1% 

13 

4.

Backup server

4% 

NA 

 

New Non-Production Environment: Test and Development

 

 

Item

Workload

1.

How will you set up your Linux test and development server infrastructure?

Each instance on its own partition on the appropriate production server 

2.

How will you set up your Windows test and development server infrastructure?

Each instance on its own server 

3.

How will you add test and development instances to your existing Current Environment?

Each instance on its own server 

4.

How many production servers must be in use for you to require 1 additional test server?

11 

5.

How many production servers must be running for you to require an additional development server?

0 

 

New Non-Production Environment: QA and Backup

 

 

Item

Workload

1.

How will you set up your Linux QA and backup server infrastructure?

Each instance on its own partition on the appropriate production server 

2.

How will you set up your Windows QA and backup server infrastructure?

Each instance on its own server 

3.

How will you add QA and backup instances to your existing Current Environment?

Each instance on its own server 

4.

How many production servers must be in use for you to require 1 additional QA server?

0 

5.

How many production servers must be running for you to require an additional backup server?

11 


 

Table 11 lists the servers that would be required for the server consolidation effort to be undertaken.  The server requirements are very much driven by the type of workload that is being migrated, as well as the average utilization rate of the existing and new servers.

Table 11: Servers

 

Item

Linux 

Windows Server 2003 

Delta

1

Total Allocated Server Hardware Cost

$250,000 

$58,794 

- $191,206 

 

 

Item

Linux 

Windows Server 2003 

Cost Differential

1

Mixed workload servers and mainframe hardware 

$0.00 

$0.00 

$0.00 

2

File and print servers 

$0.00 

$26,418 

$26,418 

3

Email servers 

$0.00 

$0.00 

$0.00 

4

Database servers 

$0.00 

$0.00 

$0.00 

5

Web servers 

$0.00 

$0.00 

$0.00 

6

Test and development servers 

$0.00 

$0.00 

$0.00 

7

QA servers 

$0.00 

$0.00 

$0.00 

8

Backup servers 

$0.00 

$0.00 

$0.00 

9

Other servers 

$0.00 

$0.00 

$0.00 

10

Mainframe Integrated Facilities for Linux 

$250,000 

$0.00 

- $250,000 

11

File and print servers RAM upgrades 

$0.00 

$30,210 

$30,210 

12

Email servers RAM upgrades 

$0.00 

$0.00 

$0.00 

13

Database servers RAM upgrades 

$0.00 

$0.00 

$0.00 

14

Web servers RAM upgrades 

$0.00 

$0.00 

$0.00 

15

Mixed workload servers and mainframe hardware cluster interconnects 

$0.00 

$0.00 

$0.00 

16

File and print servers cluster interconnects 

$0.00 

$2,166 

$2,166 

17

Email servers cluster interconnects 

$0.00 

$0.00 

$0.00 

18

Database servers cluster interconnects 

$0.00 

$0.00 

$0.00 

19

Web servers cluster interconnects 

$0.00 

$0.00 

$0.00 

20

Other server costs 

$0.00 

$0.00 

$0.00 

 

 


Table 12 showcases the utilization rate, quantity and the cost associated with each server that would be required to be purchased for the first solution.

Table 12:  Linux  Server Costs

Total server cost

$250,000 

Percent of server cost you want to allocate

100% 

Percent of total allocated server cost

$250,000 

 

 

Item

Utilization Rate

Quantity

Price

Total Cost

1

Mainframe upgrades and new hardware 

93% 

1 

$0.00 

$0.00 

2

File and print servers 

12% 

0 

$230,619 

$0.00 

3

Email servers 

15% 

0 

$230,619 

$0.00 

4

Database servers 

50% 

0 

$253,019 

$0.00 

5

Web servers 

15% 

0 

$2,889 

$0.00 

6

Test and development servers 

6% 

0 

$230,619 

$0.00 

7

QA servers 

6% 

0 

$230,619 

$0.00 

8

Backup servers 

6% 

0 

$230,619 

$0.00 

9

Other servers 

6% 

0 

$2,889 

$0.00 

10

Mainframe Integrated Facilities for Linux (IFL) 

93% 

2 

$125,000 

$250,000 

11

File and print servers RAM upgrades 

0% 

0 

$610 

$0.00 

12

Email servers RAM upgrades 

0% 

0 

$610 

$0.00 

13

Database servers RAM upgrades 

0% 

0 

$610 

$0.00 

14

Web servers RAM upgrades 

0% 

0 

$619 

$0.00 

15

NA 

0% 

0 

$0.00 

$0.00 

16

File and print servers cluster interconnects 

0% 

0 

$570 

$0.00 

17

Email servers cluster interconnects 

0% 

0 

$570 

$0.00 

18

Database servers cluster interconnects 

0% 

0 

$570 

$0.00 

19

Web servers cluster interconnects 

0% 

0 

$570 

$0.00 

20

Other server costs 

0% 

0 

$0.00 

$0.00 

 

 


Table 13 showcases the utilization rate, quantity and the cost associated with each server that would be required to be purchased for the second solution.

Table 13:  Windows Server 2003  Server Costs

Total server cost

$58,794 

Percent of server cost you want to allocate

100% 

Percent of total allocated server cost

$58,794 

 

 

Item

Utilization Rate

Quantity

Price

Total Cost

1

Mixed workload servers and mainframe hardware 

12% 

0 

$2,905 

$0.00 

2

File and print servers 

12% 

2 

$13,904 

$26,418 

3

Email servers 

15% 

0 

$3,574 

$0.00 

4

Database servers 

50% 

0 

$13,904 

$0.00 

5

Web servers 

15% 

0 

$2,905 

$0.00 

6

Test and development servers 

6% 

0 

$13,904 

$0.00 

7

QA servers 

6% 

0 

$13,904 

$0.00 

8