Dynamic Backup Policy Handshaking for Storage Optimization

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Solution Overview

Problem

Storage system administrators face challenges in optimizing storage space utilization for backup, archiving, and disaster recovery data storage, as current methods are often manual and do not effectively prolong the use of storage capacity without compromising data protection.

Innovation Solution

A method and system for dynamic backup policy handshaking, which adjusts tiered data backup policies based on time projections to optimize storage space utilization, involving a network of application appliances and a backup storage system that uses policy handshaking agents to issue change or revert policy messages to adjust data protection tiers, thereby optimizing storage space usage.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If manual storage optimization methods are used, then administrators can control storage space usage, but the process is inefficient and does not effectively prolong storage capacity utilization

Engineering Contradiction:
Improvestorage optimization efficiencyVSAvoidstorage capacity utilization period
Core Design Contradiction:
ProductivityVSLoss of time

Solution Approach 1:

The system implements self-service through policy handshaking agents that automatically monitor storage capacity, generate policy recommendations, and negotiate with application appliances to adjust backup policies without administrator intervention. The agents continuously assess storage projections and autonomously initiate policy changes to optimize space utilization.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system establishes feedback loops where policy handshaking agents continuously monitor storage capacity metrics, compare actual usage against projections, and dynamically adjust backup policies based on real-time conditions. This closed-loop control enables the system to respond adaptively to changing storage demands and extend capacity utilization periods.

Inventive Principle:
Principle #23Feedback

2Duration of action of stationary object

If storage space consumption is reduced by lowering data protection tiers, then storage capacity utilization is prolonged, but data protection may be compromised

Engineering Contradiction:
Improvestorage capacity utilization periodVSAvoiddata protection level
Core Design Contradiction:
Duration of action of stationary objectVSReliability

Solution Approach 1:

The system implements dynamic backup policies that automatically adjust data protection tiers based on real-time storage capacity conditions. When storage is充足的, higher protection tiers are maintained; when capacity is constrained, the system dynamically transitions to lower tiers while continuously monitoring to ensure protection requirements are still met, thus extending storage life without permanently compromising reliability.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system changes backup policy parameters (such as backup frequency, retention periods, and protection tiers) dynamically based on storage capacity projections. By adjusting these parameters in response to storage conditions, the system optimizes space utilization while maintaining adequate data protection levels through controlled parameter modification rather than permanent policy changes.

Inventive Principle:
Principle #35Parameter changes

3Duration of action of stationary object

If dynamic policy adjustment is implemented, then storage space utilization is optimized and prolonged, but system complexity increases due to policy handshaking mechanisms

Engineering Contradiction:
Improvestorage capacity utilization periodVSAvoidpolicy management system complexity
Core Design Contradiction:
Duration of action of stationary objectVSDevice complexity

Solution Approach 1:

The system introduces policy handshaking agents as intermediary components that mediate between storage system administrators, application appliances, and backup policies. These agents encapsulate the complexity of dynamic policy management, presenting a simplified interface to administrators while handling complex negotiations and adjustments automatically in the background, thus extending storage utilization without proportionally increasing perceived system complexity.

Inventive Principle:
Principle #24Intermediary (Mediator)

Data Source

PatentUS11029864B2Method and system for dynamic backup policy handshaking
Publication Date: 2021.06.08 EMC IP HLDG CO LLC
  • US11029864B2 patent drawing
  • US11029864B2 patent drawing
  • US11029864B2 patent drawing

AI summary

A method and system for dynamic backup policy handshaking. Specifically, the method and system disclosed herein entail optimizing storage space utilization for backup, archiving, and/or disaster recovery-purposed data storage. That is, based on time projections until the data storage reaches capacity, the utilization of the remaining storage space may be optimized without compromising data protection in order to prolong the use of the data storage. In prolonging the utilization of the data storage, tiered data backup policies may be adjusted.