Incremental Forever Offload for Cloud Object Store Data Protection

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Solution Overview

Problem

Conventional data protection systems for cloud object stores face inefficiencies in managing incremental backups, requiring extensive time and complexity for restore operations and consuming excessive storage space, while also facing performance challenges due to caching and kernel integration issues.

Innovation Solution

The implementation of an incremental offload mechanism using extents to identify blocks of data for virtual machines, converting them into an incremental forever data format, and storing these in cloud object stores, allowing for efficient data management and recovery without the need for staging through operational recovery storage.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If conventional snapshot-based backup systems are used to store all backups in a snapshot repository, then data protection is provided, but the amount of storage space required increases significantly and restore operations become complex and time-consuming

Engineering Contradiction:
Improvedata protectionVSAvoidstorage space
Core Design Contradiction:
ReliabilityVSVolume of stationary object

Solution Approach 1:

The backup data is segmented into incremental chunks that are stored separately in cloud object storage rather than maintaining complete snapshots locally. Each backup increment is stored as individual objects with metadata, allowing selective retrieval without requiring the entire backup set to be present locally.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent extracts the incremental backup data from the traditional snapshot repository and stores it in cloud object storage. The local system retains only the metadata and minimal necessary data, while the actual backup increments are offloaded to the cloud, reducing local storage requirements.

Inventive Principle:
Principle #2Taking out (Extraction)

2Ease of operation

If all backup increments are retained locally in a snapshot repository, then complete restore capability is maintained, but restore operations require significant time and complexity to reconstruct data from multiple snapshots

Engineering Contradiction:
Improverestore capabilityVSAvoidrestore time
Core Design Contradiction:
Ease of operationVSLoss of time

Solution Approach 1:

The system performs preliminary organization of backup data into incremental objects with associated metadata in cloud storage before restore operations are needed. The metadata includes information about data location, version, and dependencies, so that when a restore is required, the system can quickly identify and retrieve only the necessary increments without having to search through or reconstruct from multiple snapshots.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent introduces a metadata layer that acts as an intermediary between the restore request and the actual backup data in cloud storage. This metadata layer enables efficient querying and identification of required backup increments, eliminating the need for complex reconstruction algorithms and reducing restore time.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Adaptability or versatility

If ZFS send command is used to transfer incremental changes, then data can be replicated, but the time and complexity required to merge increments increases with each transfer

Engineering Contradiction:
Improvedata replicationVSAvoidmerge complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent changes the parameter of how incremental data is structured and identified. Instead of using ZFS send's change tracking mechanism which requires sequential merging, the system uses cloud object storage's native object identification and metadata to track increments. This allows any increment to be independently identified and applied without requiring previous increments to be present, reducing merge complexity.

Inventive Principle:
Principle #35Parameter changes

4Adaptability or versatility

If device driver solutions with gateway translation are used, then block requests can be translated to cloud storage objects, but performance challenges arise due to caching and kernel integration requirements

Engineering Contradiction:
Improveblock to object translationVSAvoidperformance
Core Design Contradiction:
Adaptability or versatilityVSProductivity

Solution Approach 1:

The patent extracts the performance-critical translation and caching functions from the kernel space device driver layer and implements them in user space. This eliminates the need for complex kernel integration and caching mechanisms, allowing the system to leverage cloud object storage's native performance characteristics while maintaining block-level access semantics through software abstraction.

Inventive Principle:
Principle #2Taking out (Extraction)

Data Source

PatentUS10896098B2Providing and managing data protection by using incremental forever for storage to cloud object stores
Publication Date: 2021.01.19 INTERNATIONAL BUSINESS MACHINE CORPORATION
  • US10896098B2 patent drawing
  • US10896098B2 patent drawing
  • US10896098B2 patent drawing

AI summary

Provided are techniques for providing and managing data protection by using incremental forever for storage to cloud object stores. An incremental offload is performed by using one or more extents to identify blocks of data for a version of a virtual machine in operational recovery storage to be offloaded to a cloud object store, wherein each of the one or more extents identifies locations of the blocks of data. The blocks of data are converted to objects in an incremental forever data format. The objects are offloaded to the cloud object store. The details of the offloading of the objects are stored in a local database in the operational recovery storage. The local database is copied from the operational recovery storage to the cloud object store as a database copy.