SAP AG
Analysis of SAP AG, and most especially its memory-centric BI Accelerator technology. Also covered are SAP’s overall database, connectivity, and analytics strategies. Related subjects include:
- SAP’s Business Objects business intelligence subsidiary
- Memory-centric data management
- Columnar database management
- (in Text Technologies) SAP’s TREX search engine and Inxight text analytics technology
- (in The Monash Report) Strategic issues for SAP
- (in Software Memories) Historical notes on SAP
Integrated internet system design
What are the central challenges in internet system design? We probably all have similar lists, comprising issues such as scale, scale-out, throughput, availability, security, programming ease, UI, or general cost-effectiveness. Screw those up, and you don’t have an internet business.
Much new technology addresses those challenges, with considerable success. But the success is usually one silo at a time — a short-request application here, an analytic database there. When it comes to integration, unsolved problems abound.
The top integration and integration-like challenges for me, from a practical standpoint, are:
- Integrating silos — a decades-old problem still with us in a big way.
- Dynamic schemas with joins.
- Low-latency business intelligence.
- Human real-time personalization.
Other concerns that get mentioned include:
- Geographical distribution due to privacy laws, which for some users is a major requirement for compliance.
- Logical data warehouse, a term that doesn’t actually mean anything real.
- In-memory data grids, which some day may no longer always be hand-coupled to the application and data stacks they accelerate.
Let’s skip those latter issues for now, focusing instead on the first four.
Many kinds of memory-centric data management
I’m frequently asked to generalize in some way about in-memory or memory-centric data management. I can start:
- The desire for human real-time interactive response naturally leads to keeping data in RAM.
- Many databases will be ever cheaper to put into RAM over time, thanks to Moore’s Law. (Most) traditional databases will eventually wind up in RAM.
- However, there will be exceptions, mainly on the machine-generated side. Where data creation and RAM data storage are getting cheaper at similar rates … well, the overall cost of RAM storage may not significantly decline.
Getting more specific than that is hard, however, because:
- The possibilities for in-memory data storage are as numerous and varied as those for disk.
- The individual technologies and products for in-memory storage are much less mature than those for disk.
- Solid-state options such as flash just confuse things further.
Consider, for example, some of the in-memory data management ideas kicking around. Read more
Comments on Oracle’s third quarter 2012 earnings call
Various reporters have asked me about Oracle’s third quarter 2012 earnings conference call. Specific Q&A includes:
What did Oracle do to have its earnings beat Wall Street’s estimates?
Have a bad second quarter and then set Wall Street’s expectations too low for Q3. This isn’t about strong results; it’s about modest expectations.
Can Oracle be a leader in both hardware and software?
- It’s not inconceivable.
- The observation that Oracle, IBM, and Teradata all are pushing hardware-software combinations has been intriguing ever since IBM bought Netezza. (SAP really isn’t, however; ditto Microsoft.)
- I do think Oracle may be somewhat overoptimistic as to how cooperative the Sun user base will be in buying more high-end product and in paying more in maintenance for the gear they already have.
Beyond that, please see below.
What about Oracle in the cloud?
MySQL is an important cloud supplier. But Oracle overall hasn’t demonstrated much understanding of what cloud technology and business are all about. An expensive SaaS acquisition here or there could indeed help somewhat, but it seems as if Oracle still has a very long way to go.
Other comments
Other comments on the call, whose transcript is available, include: Read more
| Categories: Cloud computing, Exadata, Humor, In-memory DBMS, Oracle, SAP AG, Software as a Service (SaaS) | 5 Comments |
SAP HANA today
SAP HANA has gotten much attention, mainly for its potential. I finally got briefed on HANA a few weeks ago. While we didn’t have time for all that much detail, it still might be interesting to talk about where SAP HANA stands today.
The HANA section of SAP’s website is a confusing and sometimes inaccurate mess. But an IBM whitepaper on SAP HANA gives some helpful background.
SAP HANA is positioned as an “appliance”. So far as I can tell, that really means it’s a software product for which there are a variety of emphatically-recommended hardware configurations — Intel-only, from what right now are eight usual-suspect hardware partners. Anyhow, the core of SAP HANA is an in-memory DBMS. Particulars include:
- Mainly, HANA is an in-memory columnar DBMS, based on SAP’s confusingly-renamed BI Accelerator/BW Accelerator. Analytics and most OLTP (OnLine Transaction Processing) go against the columnar part of HANA.
- The HANA DBMS also has an in-memory row storage option, used to store metadata, small tables, and so on.
- SAP HANA talks both SQL and MDX.
- The HANA DBMS is shared-nothing across blades or rack servers. I imagine that within an individual blade it’s shared everything. The usual-suspect data distribution or partitioning strategies are available — hash, range, round-robin.
- SAP HANA has what sounds like a natural disk-based persistence strategy — logs, snapshots, and so on. SAP says that this is synchronous enough to give ACID compliance. For some hardware partners, those “disks” are actually Fusion I/O cards.
- HANA is fault-tolerant “across servers”.
- Text support is “coming soon”, which makes sense, given that BI Accelerator was based on the TREX search engine in the first place. Inxight is also in the HANA text mix.
- You can put data into SAP HANA in a variety of obvious ways:
- Writing it directly.
- Trigger-based replication (perhaps from the DBMS that runs your SAP apps).
- Log-based replication (based on Sybase Replication Server).
- SAP Business Objects’ ETL tool.
SAP says that the row-store part is based both on P*Time, an acquisition from Korea some time ago, and also on SAP’s own MaxDB. The IBM white paper mentions only the MaxDB aspect. (Edit: Actually, see the comment thread below.) Based on a variety of clues, I conjecture that this was an aspect of SAP HANA development that did not go entirely smoothly.
Other SAP HANA components include: Read more
The 2011/2012 Gartner Magic Quadrant for Business Intelligence Platforms — company-by-company comments
This is one of a series of posts on business intelligence and related analytic technology subjects, keying off the 2011/2012 version of the Gartner Magic Quadrant for Business Intelligence Platforms. The four posts in the series cover:
- Overview comments about the 2011/2012 Gartner Magic Quadrant for Business Intelligence Platforms, as well as a link to the actual document.
- Business intelligence industry trends — some of Gartner’s thoughts but mainly my own.
- (This post) Company-by-company comments based on the 2011/2012 Gartner Magic Quadrant for Business Intelligence Platforms.
- Third-party analytics, pulling together and expanding on some points I made in the first three posts.
The heart of Gartner Group’s 2011/2012 Magic Quadrant for Business Intelligence Platforms was the company comments. I shall expound upon some, roughly in declining order of Gartner’s “Completeness of Vision” scores, dubious though those rankings may be. Read more
Business intelligence industry trends
This is one of a series of posts on business intelligence and related analytic technology subjects, keying off the 2011/2012 version of the Gartner Magic Quadrant for Business Intelligence Platforms. The four posts in the series cover:
- Overview comments about the 2011/2012 Gartner Magic Quadrant for Business Intelligence Platforms, as well as a link to the actual document.
- (This post) Business intelligence industry trends — some of Gartner’s thoughts but mainly my own.
- Company-by-company comments based on the 2011/2012 Gartner Magic Quadrant for Business Intelligence Platforms.
- Third-party analytics, pulling together and expanding on some points I made in the first three posts.
Besides company-specific comments, the 2011/2012 Gartner Magic Quadrant for Business Intelligence (BI) Platforms offered observations on overall BI trends in a “Market Overview” section. I have mixed feelings about Gartner’s list. In particular:
- Not inconsistently with my comments on departmental analytics, Gartner sees actual BI business users as favoring ease of getting the job done, while IT departments are more concerned about full feature sets, integration, corporate standards, and license costs.
- However, Gartner says as a separate point that all kinds of users want to relieve some of the complexity of BI, and really of analytics in general. I agree, but don’t think Gartner did a great job in outlining how this complexity reduction could really work.
- Gartner is bullish on mobile business intelligence, but doesn’t really contradict my more skeptical take. Even as it confesses that mobile BI use cases are somewhat thin (my word, not Gartner’s, and no pun intended), it sees mobile BI rapidly becoming mainstream technology.
- Gartner makes a distinction between “data discovery” tools and “enterprise BI” platforms. By “data discovery” I think Gartner means what I’d call the “pattern discovery” focus of investigative analytics. Anyhow, it seems that Gartner:
- Sees users as being confused about how the traditional pattern-monitoring kinds of BI fit with the newer emphasis on investigative analytics, and …
- … shares that confusion itself.
- Gartner observes that “Most BI platforms are deployed as systems of performance measurement, not for decision support.” It evidently sees this as a bad tendency, which is thankfully changing. Automated decisioning is part of the fix Gartner sees, along with collaboration. While I agree on both counts, Gartner oddly doesn’t also connect this to the general rise of investigative analytics.
- Gartner also had a catch-all trend of “new use cases”, listing some examples, but also sort of confessing it wasn’t doing a great job of articulating the point. I think that part of the difficulty is contortions as to what is or isn’t BI; Gartner seems to run into expositional difficulties whenever it touches on the core point that analytics isn’t all about performance-monitoring BI. Another problem is that Gartner doesn’t seem to have really thought through what does and doesn’t work in the area of analytic applications.
Here’s the forest that I suspect Gartner is missing for the trees:
- Even though all-in-one enterprise BI platforms are great at getting data to a multitude of endpoints …
- … and even though the number of endpoints for data are increasing (more users, more devices) …
- … all-in-one enterprise BI platforms fall short in helping the data be used once it arrives …
- … and all-in-one enterprise BI platform vendors will find it hard to catch up with other vendors’ data-use capabilities.
| Categories: Business intelligence, Business Objects, IBM and DB2, Microsoft and SQL*Server, MicroStrategy, Oracle, SAP AG | 11 Comments |
Applications of an analytic kind
The most straightforward approach to the applications business is:
- Take general-purpose technology and think through how to apply it to a specific application domain.
- Produce packaged application software accordingly.
However, this strategy is not as successful in analytics as in the transactional world, for two main reasons:
- Analytic applications of that kind are rarely complete.
- Incomplete applications rarely sell well.
I first realized all this about a decade ago, after Henry Morris coined the term analytic applications and business intelligence companies thought it was their future. In particular, when Dave Kellogg ran marketing for Business Objects, he rattled off an argument to the effect that Business Objects had generated more analytic app revenue over the lifetime of the company than Cognos had. I retorted, with only mild hyperbole, that the lifetime numbers he was citing amounted to “a bad week for SAP”. Somewhat hoist by his own petard, Dave quickly conceded that he agreed with my skepticism, and we changed the subject accordingly.
Reasons that analytic applications are commonly less complete than the transactional kind include: Read more
Some big-vendor execution questions, and why they matter
When I drafted a list of key analytics-sector issues in honor of look-ahead season, the first item was “execution of various big vendors’ ambitious initiatives”. By “execute” I mean mainly:
- “Deliver products that really meet customers’ desires and needs.”
- “Successfully convince them that you’re doing so …”
- “… at an attractive overall cost.”
Vendors mentioned here are Oracle, SAP, HP, and IBM. Anybody smaller got left out due to the length of this post. Among the bigger omissions were:
- salesforce.com (multiple subjects).
- SAS HPA.
- The evolution of Hadoop.
Analytic trends in 2012: Q&A
As a new year approaches, it’s the season for lists, forecasts and general look-ahead. Press interviews of that nature have already begun. And so I’m working on a trilogy of related posts, all based on an inquiry about hot analytic trends for 2012.
This post is a moderately edited form of an actual interview. Two other posts cover analytic trends to watch (planned) and analytic vendor execution challenges to watch (already up).
HP systems soundbites
It is widely rumored that there will be a leadership change at HP (Meg Whitman in, Leo Apotheker out). In connection with that, I found myself holding forth on points such as:
- HP needs to make outstanding enterprise systems again.
- They fell away from that target under Mark Hurd, but they surely can hit it again, based on the remnants of DEC (Digital Equipment Corporation), Tandem, the higher-end part of Compaq, and of course the original HP systems group.
- In particular:
- Rumors say that Oracle Exadata 1 boxes, made by HP, were much lower quality than Exadata 2 boxes made by Sun.
- HP Neoview was a waste of good engineering talent.
- I’d like to see a few excellent Vertica appliances.
- I hope the SAP HANA appliances go well, whenever HANA finally becomes a serious product.
- The general move from disk to solid-state memory should offer some opportunities.
| Categories: Exadata, HP and Neoview, SAP AG, Solid-state memory, Vertica Systems | Leave a Comment |