Analysis of issues in data warehousing, with extensive coverage of database management systems and data warehouse appliances that are optimized to query large volumes of data. Related subjects include:
1. The cloud is super-hot. Duh. And so, like any hot buzzword, “cloud” means different things to different marketers. Four of the biggest things that have been called “cloud” are:
- The Amazon cloud, Microsoft Azure, and their competitors, aka public cloud.
- Software as a service, aka SaaS.
- Co-location in off-premises data centers, aka colo.
- On-premises clusters (truly on-prem or colo as the case may be) designed to run a broad variety of applications, aka private cloud.
Further, there’s always the idea of hybrid cloud, in which a vendor peddles private cloud systems (usually appliances) running similar technology stacks to what they run in their proprietary public clouds. A number of vendors have backed away from such stories, but a few are still pushing it, including Oracle and Microsoft.
This is a good example of Monash’s Laws of Commercial Semantics.
2. Due to economies of scale, only a few companies should operate their own data centers, aka true on-prem(ises). The rest should use some combination of colo, SaaS, and public cloud.
This fact now seems to be widely understood.
I’ve been an analyst for 35 years, and debates about “real-time” technology have run through my whole career. Some of those debates are by now pretty much settled. In particular:
- Yes, interactive computer response is crucial.
- Into the 1980s, many apps were batch-only. Demand for such apps dried up.
- Business intelligence should occur at interactive speeds, which is a major reason that there’s a market for high-performance analytic RDBMS.
- Theoretical arguments about “true” real-time vs. near-real-time are often pointless.
- What matters in most cases is human users’ perceptions of speed.
- Most of the exceptions to that rule occur when machines race other machines, for example in automated bidding (high frequency trading or otherwise) or in network security.
A big issue that does remain open is: How fresh does data need to be? My preferred summary answer is: As fresh as is needed to support the best decision-making. I think that formulation starts with several advantages:
- It respects the obvious point that different use cases require different levels of data freshness.
- It cautions against people who think they need fresh information but aren’t in a position to use it. (Such users have driven much bogus “real-time” demand in the past.)
- It covers cases of both human and automated decision-making.
Straightforward applications of this principle include: Read more
I used to spend most of my time — blogging and consulting alike — on data warehouse appliances and analytic DBMS. Now I’m barely involved with them. The most obvious reason is that there have been drastic changes in industry structure:
- Many of the independent vendors were swooped up by acquisition.
- None of those acquisitions was a big success.
- Microsoft did little with DATAllegro.
- Netezza struggled with R&D after being bought by IBM. An IBMer recently told me that their main analytic RDBMS engine was BLU.
- I hear about Vertica more as a technology to be replaced than as a significant ongoing market player.
- Pivotal open-sourced Greenplum. I have detected few people who care.
- Ditto for Actian’s offerings.
- Teradata claimed a few large Aster accounts, but I never hear of Aster as something to compete or partner with.
- Smaller vendors fizzled too. Hadapt and Kickfire went to Teradata as more-or-less acquihires. InfiniDB folded. Etc.
- Impala and other Hadoop-based alternatives are technology options.
- Oracle, Microsoft, IBM and to some extent SAP/Sybase are still pedaling along … but I rarely talk with companies that big.
Simply reciting all that, however, begs the question of whether one should still care about analytic RDBMS at all.
My answer, in a nutshell, is:
Analytic RDBMS — whether on premises in software, in the form of data warehouse appliances, or in the cloud – are still great for hard-core business intelligence, where “hard-core” can refer to ad-hoc query complexity, reporting/dashboard concurrency, or both. But they aren’t good for much else.
Databricks CEO Ali Ghodsi checked in because he disagreed with part of my recent post about Databricks. Ali’s take on Databricks’ position in the Spark world includes:
- What I called Databricks’ “secondary business” of “licensing stuff to Spark distributors” was really about second/third tier support. Fair enough. But distributors of stacks including Spark, for whatever combination of on-premise and cloud as the case may be, may in many cases be viewed as competitors to Databricks cloud-only service. So why should Databricks help them?
- Databricks’ investment in Spark Summit and similar evangelism is larger than I realized.
- Ali suggests that the fraction of Databricks’ engineering devoted to open source Spark is greater than I understood during my recent visit.
Ali also walked me through customer use cases and adoption in wonderful detail. In general:
- A large majority of Databricks customers have machine learning use cases.
- Predicting and preventing user/customer churn is a huge issue across multiple market sectors.
The story on those sectors, per Ali, is: Read more
- I spent three weeks in California on a hybrid personal/business trip. I had a bunch of meetings, but not three weeks’ worth.
- The timing was awkward for most companies I wanted to see. No blame accrues to those who didn’t make themselves available.
- I came back with a nasty cough. Follow-up phone calls aren’t an option until next week.
- I’m impatient to start writing. Hence tonight’s posts. But it’s difficult for a man and his cough to be productive at the same time.
A running list of recent posts is:
- As a companion to this post, I’m publishing a very long one on vendor lock-in.
- Spark and Databricks are both prospering, and of course enhancing their technology as well.
- Ditto DataStax.
- Flink is interesting as the streaming technology it’s now positioned to be, rather than the overall Spark alternative it used to be positioned as but which the world didn’t need.
Subjects I’d like to add to that list include:
- MemSQL, Zoomdata, and Neo Technology (also prospering).
- Cloudera (multiple topics, as usual).
- Analytic SQL engines (“traditional” analytic RDBMS aren’t doing well).
- Microsoft’s reinvention (it feels real).
- Metadata (it’s ever more of a thing).
- Machine learning (it’s going to be a big portion of my research going forward).
- Transitions to the cloud — this subject affects almost everything else.
Mike Stonebraker and Larry Ellison have numerous things in common. If nothing else:
- They’re both titanic figures in the database industry.
- They both gave me testimonials on the home page of my business website.
- They both have been known to use the present tense when the future tense would be more accurate.
I mention the latter because there’s a new edition of Readings in Database Systems, aka the Red Book, available online, courtesy of Mike, Joe Hellerstein and Peter Bailis. Besides the recommended-reading academic papers themselves, there are 12 survey articles by the editors, and an occasional response where, for example, editors disagree. Whether or not one chooses to tackle the papers themselves — and I in fact have not dived into them — the commentary is of great interest.
But I would not take every word as the gospel truth, especially when academics describe what they see as commercial market realities. In particular, as per my quip in the first paragraph, the data warehouse market has not yet gone to the extremes that Mike suggests,* if indeed it ever will. And while Joe is close to correct when he says that the company Essbase was acquired by Oracle, what actually happened is that Arbor Software, which made Essbase, merged with Hyperion Software, and the latter was eventually indeed bought by the giant of Redwood Shores.**
*When it comes to data warehouse market assessment, Mike seems to often be ahead of the trend.
**Let me interrupt my tweaking of very smart people to confess that my own commentary on the Oracle/Hyperion deal was not, in retrospect, especially prescient.
Mike pretty much opened the discussion with a blistering attack against hierarchical data models such as JSON or XML. To a first approximation, his views might be summarized as: Read more
I only have mixed success at getting my clients to reach out to me for messaging advice when they’re introducing something new. Cloudera Navigator Optimizer, which is being announced along with Cloudera 5.5, is one of my failures in that respect; I heard about it for the first time Tuesday afternoon. I hate the name. I hate some of the slides I saw. But I do like one part of the messaging, namely the statement that this is about “refactoring” queries.
All messaging quibbles aside, I think the Cloudera Navigator Optimizer story is actually pretty interesting, and perhaps not just to users of SQL-on-Hadoop technologies such as Hive (which I guess I’d put in that category for simplicity) or Impala. As I understand Cloudera Navigator Optimizer:
- It’s all about analytic SQL queries.
- Specifically, it’s about reducing duplicated work.
- It is not an “optimizer” in the ordinary RDBMS sense of the word.
- It’s delivered via SaaS (Software as a Service).
- Conceptually, it’s not really tied to SQL-on-Hadoop. However, …
- … in practice it likely will be used by customers who want to optimize performance of Cloudera’s preferred styles of SQL-on-Hadoop, either because they’re already using SQL-on-Hadoop or in connection with an initial migration.
|Categories: Business intelligence, Cloudera, Data pipelining, Data warehousing, EAI, EII, ETL, ELT, ETLT, Hadoop, SQL/Hadoop integration||4 Comments|
I talked with Cloudera shortly ahead of today’s announcement of Cloudera 5.5. Much of what we talked about had something or other to do with SQL data management. Highlights include:
- Impala and Kudu are being donated to Apache. This actually was already announced Tuesday. (Due to Apache’s rules, if I had any discussion with Cloudera speculating on the likelihood of Apache accepting the donations, I would not be free to relay it.)
- Cloudera is introducing SQL extensions so that Impala can query nested data structures. More on that below.
- The basic idea for the nested datatype support is that there are SQL extensions with a “dot” notation to let you get at the specific columns you need.
- From a feature standpoint, we’re definitely still in the early days.
- When I asked about indexes on these quasi-columns, I gathered that they’re not present in beta but are hoped for by the time of general availability.
- Basic data skipping, also absent in beta, seems to be more confidently expected in GA.
- This is for Parquet first, Avro next, and presumably eventually native JSON as well.
- This is said to be Dremel-like, at least in the case of Parquet. I must confess that I’m not familiar enough with Apache Drill to compare the two efforts.
- Cloudera is increasing its coverage of Spark in several ways.
- Cloudera is adding support for MLlib.
- Cloudera is adding support for SparkSQL. More on that below.
- Cloudera is adding support for Spark going against S3. The short answer to “How is this different from the Databricks service?” is:
- More “platform” stuff from the Hadoop stack (e.g. for data ingest).
- Less in the way of specific Spark usability stuff.
- Cloudera is putting into beta what it got in the Xplain.io acquisition, which it unfortunately is naming Cloudera Navigator Optimizer. More on that in a separate post.
- Impala and Hive are getting column-level security via Apache Sentry.
- There are other security enhancements.
- Some policy-based information lifecycle management is being added as well.
While I had Cloudera on the phone, I asked a few questions about Impala adoption, specifically focused on concurrency. There was mention of: Read more
|Categories: Benchmarks and POCs, Cloudera, Data warehousing, Databricks, Spark and BDAS, Market share and customer counts, Petabyte-scale data management, Predictive modeling and advanced analytics, SQL/Hadoop integration||4 Comments|
In the previous post I broke product differentiation into 6-8 overlapping categories, which may be abbreviated as:
- (Other) trustworthiness
- User experience
and sometimes also issues in adoption and administration.
Now let’s use this framework to examine two market categories I cover — data management and, in separate post, business intelligence.
Applying this taxonomy to data management:
|Categories: Buying processes, Clustering, Data warehousing, Database diversity, Microsoft and SQL*Server, Predictive modeling and advanced analytics, Pricing||2 Comments|
A lot of what I hear and talk about boils down to “data is a mess”. Below is a very partial list of examples.
To a first approximation, one would expect operational data to be rather clean. After all, it drives and/or records business transactions. So if something goes awry, the result can be lost money, disappointed customers, or worse, and those are outcomes to be strenuously avoided. Up to a point, that’s indeed true, at least at businesses large enough to be properly automated. (Unlike, for example — — mine.)
Even so, operational data has some canonical problems. First, it could be inaccurate; somebody can just misspell or otherwise botch an entry. Further, there are multiple ways data can be unreachable, typically because it’s:
- Inconsistent, in which case humans might not know how to look it up and database JOINs might fail.
- Unintegrated, in which case one application might not be able to use data that another happily maintains. (This is the classic data silo problem.)
Inconsistency can take multiple forms, including: Read more