Analysis of cloud computing, especially as applied to database management and analytics. Related subjects include:
Generalizing about SaaS (Software as a Service) is hard. To prune some of the confusion, let’s start by noting:
- SaaS has been around for over half a century, and at times has been the dominant mode of application delivery.
- The term multi-tenancy is being used in several different ways.
- Multi-tenancy, in the purest sense, is inessential to SaaS. It’s simply an implementation choice that has certain benefits for the SaaS provider. And by the way, …
- … salesforce.com, the chief proponent of the theory that true multi-tenancy is the hallmark of true SaaS, abandoned that position this week.
- Internet-based services are commonly, if you squint a little, SaaS. Examples include but are hardly limited to Google, Twitter, Dropbox, Intuit, Amazon Web Services, and the company that hosts this blog (KnownHost).
- Some of the core arguments for SaaS’ rise, namely the various efficiencies of data center outsourcing and scale, apply equally to the public cloud, to SaaS, and to AEaaS (Anything Else as a Service).
- These benefits are particularly strong for inherently networked use cases. For example, you really don’t want to be hosting your website yourself. And salesforce.com got its start supporting salespeople who worked out of remote offices.
- In theory and occasionally in practice, certain SaaS benefits, namely the outsourcing of software maintenance and updates, could be enjoyed on-premises as well. Whether I think that could be a bigger deal going forward will be explored in future posts.
For smaller enterprises, the core outsourcing argument is compelling. How small? Well:
- What’s the minimum level of IT operations headcount needed for mission-critical systems? Let’s just say “several”.
- What does that cost? Fully burdened, somewhere in the six figures.
- What fraction of the IT budget should such headcount be? As low a double digit percentage as possible.
- What fraction of revenues should be spent on IT? Some single-digit percentage.
So except for special cases, an enterprise with less than $100 million or so in revenue may have trouble affording on-site data processing, at least at a mission-critical level of robustness. It may well be better to use NetSuite or something like that, assuming needed features are available in SaaS form.*
|Categories: Amazon and its cloud, Buying processes, Cloud computing, Data mart outsourcing, Data warehouse appliances, Data warehousing, Infobright, Netezza, Pricing, salesforce.com, Software as a Service (SaaS), Workday||4 Comments|
Glassbeam checked in recently, and they turn out to exemplify quite a few of the themes I’ve been writing about. For starters:
- Glassbeam has an analytic technology stack focused on poly-structured machine-generated data.
- Glassbeam partially organizes that data into event series …
- … in a schema that is modified as needed.
Glassbeam basics include:
- Founded in 2009.
- Based in Santa Clara. Back-end engineering in Bangalore.
- $6 million in angel money; no other VC.
- High single-digit customer count, …
- … plus another high single-digit number of end customers for an OEM offering a limited version of their product.
All Glassbeam customers except one are SaaS/cloud (Software as a Service), and even that one was only offered a subscription (as oppose to perpetual license) price.
So what does Glassbeam’s technology do? Glassbeam says it is focused on “machine data analytics,” specifically for the “Internet of Things”, which it distinguishes from IT logs.* Specifically, Glassbeam sells to manufacturers of complex devices — IT (most of its sales so far ), medical, automotive (aspirational to date), etc. — and helps them analyze “phone home” data, for both support/customer service and marketing kinds of use cases. As of a recent release, the Glassbeam stack can: Read more
ClearStory Data is:
- One of the two start-ups I’m most closely engaged with.
- Run by a CEO for whom I have great regard, but who does get rather annoying about secrecy.
- On the verge, finally, of fully destealthing.
I think I can do an interesting post about ClearStory while tap-dancing around the still-secret stuff, so let’s dive in.
- Has developed a full-stack business intelligence technology — which will however be given a snazzier name than “BI” — that is focused on incorporating a broad variety of third-party information, usually along with some of the customer’s own data. Thus, ClearStory …
- … pushes Variety and Variability to extremes, more so than it stresses Volume and Velocity. But it does want to be used at interactive/memory-centric speeds.
- Has put a lot of effort into user interface, but in ways that fit my theory that UI is more about navigation than actual display.
- Has much of its technical differentiation in the area of data mustering …
- … and much of the rest in DBMS-like engineering.
- Is a flagship user of Spark.
- Also relies on Storm, HDFS (Hadoop Distributed File System) and various lesser open source projects (e.g. the ubiquitous Zookeeper).
- Is to a large extent written in Scala.
- Is at this time strictly a multi-tenant SaaS (Software as a Service) offering, except insofar as there’s an on-premises agent to help feed customers’ own data into the core ClearStory cloud service.
To a first approximation, ClearStory ingests data in a system built on Storm (code name: Stormy), dumps it into HDFS, and then operates on it in a system built on Spark (code name: Sparky). Along the way there’s a lot of interaction with another big part of the system, a metadata catalog with no code name I know of. Or as I keep it straight:
- ClearStory’s end-user UI talks mainly to Sparky, and also to the metadata store.
- ClearStory’s administrative UI talks mainly to Stormy, and also to the metadata store.
Hortonworks did a business-oriented round of outreach, talking with at least Derrick Harris and me. Notes from my call — for which Rob Bearden didn’t bother showing up — include, in no particular order:
- Hortonworks denies advanced acquisition discussions with either Microsoft and Intel. Of course, that doesn’t exactly contradict the widespread story of Intel having made an acquisition offer. Edit: I have subsequently heard, very credibly, that the denial was untrue.
- As vendors usually do, Hortonworks denies the extreme forms of Cloudera’s suggestion that Hortonworks competitive wins relate to price slashing. But Hortonworks does believe that its license fees often wind up being lower than Cloudera’s, due especially to Hortonworks offering few extra-charge items than Cloudera.
- Hortonworks used a figure of ~75 subscription customers. Edit: That figure turns out in retrospect to have been inflated. This does not include OEM sales through, for example, Teradata, Microsoft Azure, or Rackspace. However, that does include …
- … a small number of installations hosted in the cloud — e.g. ~2 on Amazon Web Services — or otherwise remotely. Also, testing in the cloud seems to be fairly frequent, and the cloud can also be a source of data ingested into Hadoop.
- Since Hortonworks a couple of times made it seem that Rackspace was an important partner, behind only Teradata and Microsoft, I finally asked why. Answers boiled down to a Rackspace Hadoop-as-a-service offering, plus joint work to improve Hadoop-on-OpenStack.
- Other Hortonworks reseller partners seem more important in terms of helping customers consume HDP (Hortonworks Data Platform), rather than for actually doing Hortonworks’ selling for it. (This is unsurprising — channel sales rarely are a path to success for a product that is also appropriately sold by a direct force.)
- Hortonworks listed its major industry sectors as:
- Web and retailing, which it identifies as one thing.
- Health care (various subsectors).
- Financial services, which it called “competitive” in the kind of tone that usually signifies “we lose a lot more than we win, and would love to change that”.
In Hortonworks’ view, Hadoop adopters typically start with a specific use case around a new type of data, such as clickstream, sensor, server log, geolocation, or social. Read more
Some subjects just keep coming up. And so I keep saying things like:
Most generalizations about “Big Data” are false. “Big Data” is a horrific catch-all term, with many different meanings.
Most generalizations about Hadoop are false. Reasons include:
- Hadoop is a collection of disparate things, most particularly data storage and application execution systems.
- The transition from Hadoop 1 to Hadoop 2 will be drastic.
- For key aspects of Hadoop — especially file format and execution engine — there are or will be widely varied options.
Hadoop won’t soon replace relational data warehouses, if indeed it ever does. SQL-on-Hadoop is still very immature. And you can’t replace data warehouses unless you have the power of SQL.
Note: SQL isn’t the only way to provide “the power of SQL”, but alternative approaches are just as immature.
Most generalizations about NoSQL are false. Different NoSQL products are … different. It’s not even accurate to say that all NoSQL systems lack SQL interfaces. (For example, SQL-on-Hadoop often includes SQL-on-HBase.)
I’ll start with three observations:
- Computer systems can’t be entirely tightly coupled — nothing would ever get developed or tested.
- Computer systems can’t be entirely loosely coupled — nothing would ever get optimized, in performance and functionality alike.
- In an ongoing trend, there is and will be dramatic refactoring as to which connections wind up being loose or tight.
As written, that’s probably pretty obvious. Even so, it’s easy to forget just how pervasive the refactoring is and is likely to be. Let’s survey some examples first, and then speculate about consequences. Read more
2. Numerous vendors are blending SQL and JSON management in their short-request DBMS. It will take some more work for me to have a strong opinion about the merits/demerits of various alternatives.
The default implementation — one example would be Clustrix’s — is to stick the JSON into something like a BLOB/CLOB field (Binary/Character Large Object), index on individual values, and treat those indexes just like any others for the purpose of SQL statements. Drawbacks include:
- You have to store or retrieve the JSON in whole documents at a time.
- If you are spectacularly careless, you could write JOINs with odd results.
IBM DB2 is one recent arrival to the JSON party. Unfortunately, I forgot to ask whether IBM’s JSON implementation was based on IBM DB2 pureXML when I had the chance, and IBM hasn’t gotten around to answering my followup query.
3. Nor has IBM gotten around to answering my followup queries on the subject of BLU, an interesting-sounding columnar option for DB2.
4. Numerous clients have asked me whether they should be active in DBaaS (DataBase as a Service). After all, Amazon, Google, Microsoft, Rackspace and salesforce.com are all in that business in some form, and other big companies have dipped toes in as well. Read more
I talked Friday with Deep Information Sciences, makers of DeepDB. Much like TokuDB — albeit with different technical strategies — DeepDB is a single-server DBMS in the form of a MySQL engine, whose technology is concentrated around writing indexes quickly. That said:
- DeepDB’s indexes can help you with analytic queries; hence, DeepDB is marketed as supporting OLTP (OnLine Transaction Processing) and analytics in the same system.
- DeepDB is marketed as “designed for big data and the cloud”, with reference to “Volume, Velocity, and Variety”. What I could discern in support of that is mainly:
- DeepDB has been tested at up to 3 terabytes at customer sites and up to 1 billion rows internally.
- Like most other NewSQL and NoSQL DBMS, DeepDB is append-only, and hence could be said to “stream” data to disk.
- DeepDB’s indexes could at some point in the future be made to work well with non-tabular data.*
- The Deep guys have plans and designs for scale-out — transparent sharding and so on.
*For reasons that do not seem closely related to product reality, DeepDB is marketed as if it supports “unstructured” data today.
Other NewSQL DBMS seem “designed for big data and the cloud” to at least the same extent DeepDB is. However, if we’re interpreting “big data” to include multi-structured data support — well, only half or so of the NewSQL products and companies I know of share Deep’s interest in branching out. In particular:
- Akiban definitely does. (Note: Stay tuned for some next-steps company news about Akiban.)
- Tokutek has planted a small stake there too.
- Key-value-store-backed NuoDB and GenieDB probably leans that way. (And SanDisk evidently shut down Schooner’s RDBMS while keeping its key-value store.)
- VoltDB, Clustrix, ScaleDB and MemSQL seem more strictly tabular, except insofar as text search is a requirement for everybody. (Edit: Oops; I forgot about Clustrix’s approach to JSON support.)
Edit: MySQL has some sort of an optional NoSQL interface, and hence so presumably do MySQL-compatible TokuDB, GenieDB, Clustrix, and MemSQL.
Also, some of those products do not today have the transparent scale-out that Deep plans to offer in the future.
- The trend to clustered computing is sustainable.
- The trend to appliances is also sustainable.
- The “single” enterprise cluster is almost as much of a pipe dream as the single enterprise database.
I shall explain.
Arguments for hosting applications on some kind of cluster include:
- If the workload requires more than one server — well, you’re in cluster territory!
- If the workload requires less than one server — throw it into the virtualization pool.
- If the workload is uneven — throw it into the virtualization pool.
Arguments specific to the public cloud include:
- A large fraction of new third-party applications are SaaS (Software as a Service). Those naturally live in the cloud.
- Cloud providers have efficiencies that you don’t.
That’s all pretty compelling. However, these are not persuasive reasons to put everything on a SINGLE cluster or cloud. They could as easily lead you to have your VMware cluster and your Exadata rack and your Hadoop cluster and your NoSQL cluster and your object storage OpenStack cluster — among others — all while participating in several different public clouds as well.
Why would you not move work into a cluster at all? First, if ain’t broken, you might not want to fix it. Some of the cluster options make it easy for you to consolidate existing workloads — that’s a central goal of VMware and Exadata — but others only make sense to adopt in connection with new application projects. Second, you might just want device locality. I have a gaming-class PC next to my desk; it drives a couple of monitors; I like that arrangement. Away from home I carry a laptop computer instead. Arguments can be made for small remote-office servers as well.
|Categories: Cloud computing, Clustering, Data warehouse appliances, Exadata, NoSQL, Software as a Service (SaaS)||4 Comments|
1. It boggles my mind that some database technology companies still don’t view compression as a major issue. Compression directly affects storage and bandwidth usage alike — for all kinds of storage (potentially including RAM) and for all kinds of bandwidth (network, I/O, and potentially on-server).
Trading off less-than-maximal compression so as to minimize CPU impact can make sense. Having no compression at all, however, is an admission of defeat.
2. People tend to misjudge Hadoop’s development pace in either of two directions. An overly expansive view is to note that some people working on Hadoop are trying to make it be all things for all people, and to somehow imagine those goals will soon be achieved. An overly narrow view is to note an important missing feature in Hadoop, and think there’s a big business to be made out of offering it alone.
At this point, I’d guess that Cloudera and Hortonworks have 500ish employees combined, many of whom are engineers. That allows for a low double-digit number of 5+ person engineering teams, along with a number of smaller projects. The most urgently needed features are indeed being built. On the other hand, a complete monument to computing will not soon emerge.
3. Schooner’s acquisition by SanDisk has led to the discontinuation of Schooner’s SQL DBMS SchoonerSQL. Schooner’s flash-optimized key-value store Membrain continues. I don’t have details, but the Membrain web page suggests both data store and cache use cases.
4. There’s considerable personnel movement at Boston-area database technology companies right now. Please ping me directly if you care.