W. Curtis Preston
Contributor

Why disk beat tape in the backup wars

Analysis
Nov 21, 20185 mins

When it comes to storage technology, tape and disk have their advantages and shortcomings, but disk has won because, in a nutshell, tape is fast, but disk is quick.

Hard drive in flames.
Credit: D-Keine / Getty Images

Any backup experts worth their salt switched to disk as the primary target for backups many years ago. Tape still reigns in long-term archival, for the reasons laid out here. But tape is also quite problematic when it comes to day-to-day operational backup and recovery.

Which is why disk has essentially replaced tape for operational backup and recovery.  This is a factor of two things: random-access and multiple simultaneous operations.

Disk is about random access

When comparing disk and tape, the one thing that disk will always have over tape is random-access. By contrast, tape is a serial access device. At first, this would seem an advantage for tape, as backup is typically a process that generates a stream of data that would work very well with a serial access device. However, the problem with the backup stream is that it is too slow to keep modern streaming tape drives happy. But a random-access device can easily handle a slower stream because it can write the data that it has, pause for a moment, and then write the next chunk of data – all without suffering any performance loss. There are also recovery advantages to this as well (see below).

Multiple simultaneous operations

A tape drive has a single read/write head that can write a single block of data at a time. Disk drives have multiple read/write heads that can simultaneously write multiple streams. Couple this with its random-access capabilities and disk can actually handle dozens of simultaneous write operations of various speeds, all without sacrificing performance on any of those streams. It’s like those plate-spinning performers who can simultaneously spin dozens of plates even though they are only one person. That’s essentially what a disk drive is doing; it’s receiving dozens of simultaneous backups and writing each of them quickly enough that the backup doesn’t realize that it’s only one of many operations the disk is servicing.

Disk can do things tape cannot

Deduplication is an interesting technology that is both required by and enabled by disk. Deduplication was necessary with disk-based backups because disk was so much more expensive than tape. At the same time, deduplication is much more possible on disk, so you can also say that disk enabled the concept of deduplication.

But deduplication does far more than reduce the effective cost of disk. Without deduplication, the only way for most customers to get their backups offsite is to hand a box of tapes to a man in a van. But by reducing the amount of data that must be written to disk after any particular backup, deduplication enables customers to send their backups across a WAN connection. Some customers do this by backing up to a duplication-based backup target that can then replicate to a similar backup target off-site. Others do this by using source-based deduplication that can send backups directly to a service provider over the Internet. But the main point is that deduplication enables automated electronic transfer of backups.

If you can deduplicate your backups and transfer them to a physically separate location without having to handle something like tape, you can also use those backups to automatically create a copy of your environment that can be activated in case of disaster. Without disk, deduplication and electronic transfer of backups, it simply isn’t possible to support a cloud-based DR system that could take over for your data center with a push of a button. But now, such a thing is relatively easy with many backup systems.

A random-access device like disk can also support the concept of live recovery, where you can run a virtual machine directly from its backup for various reasons. Perhaps you don’t need to declare an entire disaster or perhaps you just need to access an older version of a VM. The idea of instant recovery allows you to do either, without requiring a traditional restore. Even though the products that support instant recovery today tend to support only a few VMs at a time, this would not be possible at all with tape.

The idea of storing all backups in a central location that can be accessed randomly also enables generating additional value from these backups. For example, some systems support ongoing analytics of backups to find certain trends like ransomware. If ransomware is detected, having the backups on disk also allows you to delete the affected backups without affecting any other backups.

Disk has won and it’s not even close

Yes, tape continues to reign supreme in long-term storage and archive, but it has become increasingly difficult to justify the use of tape drives in most backup environments.

Disk may be more expensive, but it is significantly more versatile. It can support multiple simultaneous backups of just about any speed, electronic transfer of backups to another location without using a man in a van, DR in the cloud, instant recovery of VMs, and the garnering of additional value from the backups. Tape may not be dead, but I don’t see it coming back in the operational backup-and-recovery space.

W. Curtis Preston

W. Curtis Preston—known as Mr. Backup—is an expert in backup, storage, and recovery, having worked in the space since 1993. He has been an end-user, consultant, analyst, product manager, and technical evangelist.

He’s written four books on the subject, Backup & Recovery, Using SANs and NAS, and Unix Backup & Recovery.

The opinions expressed in this blog are those of W. Curtis Preston and do not necessarily represent those of Foundry, its parent, subsidiary, or affiliated companies.

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