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Choices in data management and analysis
Updated: 2 days 22 hours ago

Is analytic data management finally headed for the cloud?

Wed, 2014-10-22 02:48

It seems reasonable to wonder whether analytic data management is headed for the cloud. In no particular order:

  • Amazon Redshift appears to be prospering.
  • So are some SaaS (Software as a Service) business intelligence vendors.
  • Amazon Elastic MapReduce is still around.
  • Snowflake Computing launched with a cloud strategy.
  • Cazena, with vague intentions for cloud data warehousing, destealthed.*
  • Cloudera made various cloud-related announcements.
  • Data is increasingly machine-generated, and machine-generated data commonly originates off-premises.
  • The general argument for cloud-or-at-least-colocation has compelling aspects.
  • Analytic workloads can be “bursty”, and so could benefit from true cloud elasticity.

Also — although the specifics on this are generally vague and/or confidential — I sense a narrowing of the gap between:

  • The hardware + networking required for performant analytic data management.
  • The hardware + networking available in the cloud.

*Cazena is proud of its team of advisors. However, the only person yet announced for a Cazena operating role is Prat Moghe, and his time period in Netezza’s mainstream happens not to have been one in which Netezza had much technical or market accomplishment.

On the other hand:

  • If you have processing power very close to the data, then you can avoid a lot of I/O or data movement. Many cloud configurations do not support this.
  • Many optimizations depend upon controlling or at least knowing the hardware and networking set-up. Public clouds rarely offer that level of control.

And so I’m still more confident in SaaS/colocation analytic data management, or in Redshift, than I am in true arm’s-length cloud-based systems.

Categories: Other

Snowflake Computing

Wed, 2014-10-22 02:45

I talked with the Snowflake Computing guys Friday. For starters:

  • Snowflake is offering an analytic DBMS on a SaaS (Software as a Service) basis.
  • The Snowflake DBMS is built from scratch (as opposed, to for example, being based on PostgreSQL or Hadoop).
  • The Snowflake DBMS is columnar and append-only, as has become common for analytic RDBMS.
  • Snowflake claims excellent SQL coverage for a 1.0 product.
  • Snowflake, the company, has:
    • 50 people.
    • A similar number of current or past users.
    • 5 referenceable customers.
    • 2 techie founders out of Oracle, plus Marcin Zukowski.
    • Bob Muglia as CEO.

Much of the Snowflake story can be summarized as cloud/elastic/simple/cheap.*

*Excuse me — inexpensive. Companies rarely like their products to be labeled as “cheap”.

In addition to its purely relational functionality, Snowflake accepts poly-structured data. Notes on that start:

  • Ingest formats are JSON, XML or AVRO for now.
  • I gather that the system automagically decides which fields/attributes are sufficiently repeated to be broken out as separate columns; also, there’s a column for the documents themselves.

I don’t know enough details to judge whether I’d call that an example of schema-on-need.

A key element of Snowflake’s poly-structured data story seems to be lateral views. I’m not too clear on that concept, but I gather:

  • A lateral view is something like a join on a table function, inner or outer join as the case may be.
  • “Lateral view” is an Oracle term, while “Cross apply” is the term for the same thing in Microsoft SQL Server.
  • Lateral views are one of the ways of making SQL handle hierarchical data structures (others evidently are WITH and CONNECT BY).

Lateral views seem central to how Snowflake handles nested data structures. I presume Snowflake also uses or plans to use them in more traditional ways (subqueries, table functions, and/or complex FROM clauses).

If anybody has a good link explaining lateral views, please be so kind as to share! Elementary googling isn’t turning much up, and the Snowflake folks didn’t send over anything clearer than this and this.

Highlights of Snowflake’s cloud/elastic/simple/inexpensive story include:

  • Snowflake’s product is SaaS-only for the foreseeable future.
  • Data is stored in compressed 16 megabyte files on Amazon S3, and pulled into Amazon EC2 servers for query execution on an as-needed basis. Allegedly …
  • … this makes data storage significantly cheaper than it would be in, for example, an Amazon version of HDFS (Hadoop Distributed File System).
  • When you fire up Snowflake, you get a “virtual data warehouse” across one or more nodes. You can have multiple “virtual data warehouses” accessing identical or overlapping sets of data. Each of these “virtual data warehouses” has a physical copy of the data; i.e., this is not related to the Oliver Ratzesberger concept of a virtual data mart defined by workload management.
  • Snowflake has no indexes. It does have zone maps, aka data skipping. (Speaking of simple/inexpensive — both those aspects remind me of Netezza.)
  • Snowflake doesn’t distribute data on any kind of key. I.e. it’s round-robin. (I think that’s accurate; they didn’t have time to get back to me and confirm.)
  • This is not in in-memory story. Data pulled onto Snowflake’s EC2 nodes will commonly wind up in their local storage.

Snowflake pricing is based on the sum of:

  • Per EC2 server-hour, for a couple classes of node.
  • Per S3 terabyte-month of compressed storage.

Right now the cheaper class of EC2 node uses spinning disk, while the more expensive uses flash; soon they’ll both use flash.

DBMS 1.0 versions are notoriously immature, but Snowflake seems — or at least seems to think it is — further ahead than is typical.

  • Snowflake’s optimizer is fully cost-based.
  • Snowflake thinks it has strong SQL coverage, including a large fraction of SQL 2003 Analytics. Apparently Snowflake has run every TPC-H and TPC-DS query in-house, except that one TPC-DS query relied on a funky rewrite or something like that.
  • Snowflake bravely thinks that it’s licked concurrency from Day 1; you just fire up multiple identical virtual DWs if needed to handle the query load. (Note: The set of Version 1 DBMS without concurrent-usage bottlenecks has cardinality very close to 0.)
  • Similarly, Snowflake encourages you to fire up a separate load-only DW instance, and load mainly through trickle feeds.
  • Snowflake’s SaaS-only deployment obviates — or at least obscures :) — a variety of management, administration, etc. features that often are lacking in early DBMS releases.

Other DBMS technology notes include:

  • Compression is columnar (various algorithms, including file-at-a-time dictionary/token).
  • Joins and other database operations are performed on compressed data. (Yay!)
  • Those 16-megabyte files are column-organized and immutable. This strongly suggests which kinds of writes can or can’t be done efficiently. :) Note that adding a column — perhaps of derived data — is one of the things that could go well.
  • There’s some kind of conflict resolution if multiple virtual DWs try to write the same records — but as per the previous point, the kinds of writes for which that’s an issue should be rare anyway.

In the end, a lot boils down to how attractive Snowflake’s prices wind up being. What I can say now is:

  • I don’t actually know Snowflake’s pricing …
  • … nor the amount of work it can do per node.
  • It’s hard to imagine that passing queries from EC2 to S3 is going to give great performance. So Snowflake is more likely to do well when whatever parts of the database wind up being “cached” in the flash of the EC2 servers suffice to answer most queries.
  • In theory, Snowflake could offer aggressive loss-leader pricing for a while. But nobody should make a major strategic bet on Snowflake’s offerings unless it shows it has a sustainable business model.
Categories: Other

Cloudera’s announcements this week

Thu, 2014-10-16 09:05

This week being Hadoop World, Cloudera naturally put out a flurry of press releases. In anticipation, I put out a context-setting post last weekend. That said, the gist of the news seems to be:

  • Cloudera continued to improve various aspects of its product line, especially Impala with a Version 2.0. Good for them. One should always be making one’s products better.
  • Cloudera announced a variety of partnerships with companies one would think are opposed to it. Not all are Barney. I’m now hard-pressed to think of any sustainable-looking relationship advantage Hortonworks has left in the Unix/Linux world. (However, I haven’t heard a peep about any kind of Cloudera/Microsoft/Windows collaboration.)
  • Cloudera is getting more cloud-friendly, via a new product — Cloudera Director. Probably there are or will be some cloud-services partnerships as well.

Notes on Cloudera Director start:

  • It’s closed-source.
  • Code and support are included in any version of Cloudera Enterprise.
  • It’s a management tool. Indeed, Cloudera characterized it to me as a sort of manager of Cloudera Managers.

What I have not heard is any answer for the traditional performance challenge of Hadoop-in-the-cloud, which is:

  • Hadoop, like most analytic RDBMS, tightly couples processing and storage in a shared-nothing way.
  • Standard cloud architectures, however, decouple them, thus mooting a considerable fraction of Hadoop performance engineering.

Maybe that problem isn’t — or is no longer — as big a deal as I’ve been told.

Categories: Other

Context for Cloudera

Mon, 2014-10-13 02:02

Hadoop World/Strata is this week, so of course my clients at Cloudera will have a bunch of announcements. Without front-running those, I think it might be interesting to review the current state of the Cloudera product line. Details may be found on the Cloudera product comparison page. Examining those details helps, I think, with understanding where Cloudera does and doesn’t place sales and marketing focus, which given Cloudera’s Hadoop market stature is in my opinion an interesting thing to analyze.

So far as I can tell (and there may be some errors in this, as Cloudera is not always accurate in explaining the fine details):

  • CDH (Cloudera Distribution … Hadoop) contains a lot of Apache open source code.
  • Cloudera has a much longer list of Apache projects that it thinks comprise “Core Hadoop” than, say, Hortonworks does.
    • Specifically, that list currently is: Hadoop, Flume, HCatalog, Hive, Hue, Mahout, Oozie, Pig, Sentry, Sqoop, Whirr, ZooKeeper.
    • In addition to those projects, CDH also includes HBase, Impala, Spark and Cloudera Search.
  • Cloudera Manager is closed-source code, much of which is free to use. (I.e., “free like beer” but not “free like speech”.)
  • Cloudera Navigator is closed-source code that you have to pay for (free trials and the like excepted).
  • Cloudera Express is Cloudera’s favorite free subscription offering. It combines CDH with the free part of Cloudera Manager. Note: Cloudera Express was previously called Cloudera Standard, and that terminology is still reflected in parts of Cloudera’s website.
  • Cloudera Enterprise is the umbrella name for Cloudera’s three favorite paid offerings.
  • Cloudera Enterprise Basic Edition contains:
    • All the code in CDH and Cloudera Manager, and I guess Accumulo code as well.
    • Commercial licenses for all that code.
    • A license key to use the entirety of Cloudera Manager, not just the free part.
    • Support for the “Core Hadoop” part of CDH.
    • Support for Cloudera Manager. Note: Cloudera is lazy about saying this explicitly, but it seems obvious.
    • The code for Cloudera Navigator, but that’s moot, as the corresponding license key for Cloudera Navigator is not part of the package.
  • Cloudera Enterprise Data Hub Edition contains:
    • Everything in Cloudera Basic Edition.
    • A license key for Cloudera Navigator.
    • Support for all of HBase, Accumulo, Impala, Spark, Cloudera Search and Cloudera Navigator.
  • Cloudera Enterprise Flex Edition contains everything in Cloudera Basic Edition, plus support for one of the extras in Data Hub Edition.

In analyzing all this, I’m focused on two particular aspects:

  • The “zero, one, many” system for defining the editions of Cloudera Enterprise.
  • The use of “Data Hub” as a general marketing term.

Given its role as a highly influential yet still small “platform” vendor in a competitive open source market, Cloudera even more than most vendors faces the dilemma:

  • Cloudera wants customers to adopt its views as to which Hadoop-related technologies they should use.
  • However, Cloudera doesn’t want to be in the position of trying to ram some particular unwanted package down a customer’s throat.

The Flex/Data Hub packaging fits great with that juggling act, because Cloudera — and hence also Cloudera salespeople — get paid exactly as much when customers pick 2 Flex options as when they use all 5-6. If you prefer Cassandra or MongoDB to HBase, Cloudera is fine with that. Ditto if you prefer CitusDB or Vertica or Teradata Hadapt to Impala. Thus Cloudera can avoid a lot of religious wars, even if it can’t entirely escape Hortonworks’ “More open source than thou” positioning.

Meanwhile, so far as I can tell, Cloudera currently bets on the “Enterprise Data Hub” as its core proposition, as evidenced by that term being baked into the name of Cloudera’s most comprehensive and expensive offering. Notes on the EDH start:

  • Cloudera also portrays “enterprise data hub” as an architectural/reference architecture concept.
  • “Enterprise data hub” doesn’t really mean anything very different from “data lake” + “data refinery”; Cloudera just thinks it sounds more important. Indeed, Cloudera claims that the other terms are dismissive or disparaging, at least in some usages.

Cloudera’s long-term dream is clearly to make Hadoop the central data platform for an enterprise, while RDBMS fill more niche (or of course also legacy) roles. I don’t think that will ever happen, because I don’t think there really will be one central data platform in the future, any more than there has been in the past. As I wrote last year on appliances, clusters and clouds,

Ceteris paribus, fewer clusters are better than more of them. But all things are not equal, and it’s not reasonable to try to reduce your clusters to one — not even if that one is administered with splendid efficiency by low-cost workers, in a low-cost building, drawing low-cost electric power, in a low-cost part of the world.

and earlier in the same post

… 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.

One system is not going to be optimal for all computing purposes.

Categories: Other

Notes on predictive modeling, October 10, 2014

Fri, 2014-10-10 02:40

As planned, I’m getting more active in predictive modeling. Anyhow …

1. I still believe most of what I said in a July, 2013 predictive modeling catch-all post. However, I haven’t heard as much subsequently about Ayasdi as I had expected to.

2. The most controversial part of that post was probably the claim:

I think the predictive modeling state of the art has become:

  • Cluster in some way.
  • Model separately on each cluster.

In particular:

  • It is always possible to instead go with a single model formally.
  • A lot of people think accuracy, ease-of-use, or both are better served by a true single-model approach.
  • Conversely, if you have a single model that’s pretty good, it’s natural to look at the subset of the data for which it works poorly and examine that first. Voila! You’ve just done a kind of clustering.

3. Nutonian is now a client. I just had my first meeting with them this week. To a first approximation, they’re somewhat like KXEN (sophisticated math, non-linear models, ease of modeling, quasi-automagic feature selection), but with differences that start:

  • While KXEN was distinguished by how limited its choice of model templates was, Nutonian is distinguished by its remarkable breadth. Is the best model for your data a quadratic polynomial in which some of the terms are trigonometric functions? Nutonian is happy to find that for you.
  • Nutonian is starting out as a SaaS (Software as a Service) vendor.
  • A big part of Nutonian’s goal is to find a simple/parsimonious model, because — although this is my phrasing rather than theirs — the simpler the model, the more likely it is to have robust explanatory power.

With all those possibilities, what do Nutonian models actually wind up looking like? In internet/log analysis/whatever kinds of use cases, I gather that:

  • The model is likely to be a polynomial — of multiple variables of course — of order no more than 3 or 4.
  • Variables can have time delays built into them (e.g., sales today depend on email sent 2 weeks ago). Indeed, some of Nutonian’s flashiest early modeling successes seem to be based around the ease with which they capture time-delayed causality.
  • In each monomial, all variables except 1 are likely to be “control”/”capping”/”transition-point”/”on-off switch”/logical/conditional/whatever variables — i.e., variables whose range is likely to be either {0,1} or perhaps [0,1] instead.

Nutonian also servers real scientists, however, and their models can be all over the place.

4. One set of predictive modeling complexities goes something like this:

  • A modeling exercise may have 100s or 1000s of potential variables to work with. (For simplicity, think of a potential variable as a column or field in the input data.)
  • The winning models are likely to use only a small fraction of these variables.
  • Those may not be variables you’re thrilled about using.
  • Fortunately, many variables have strong covariances with each other, so it’s often possible to exclude your disfavored variables and come out with a model almost as good.

I pushed the Nutonian folks to brainstorm with me about why one would want to exclude variables, and quite a few kinds of reasons came up, including:

  • (My top example.) Regulatory compliance may force you to exclude certain variables. E.g., credit scores in the US mustn’t be based on race.
  • (Their top example.) Some data is just expensive to get. E.g., a life insurer would like to come up with a way to avoid using blood test results in their decision making, because they’d like to drop the expense of the blood tests.
  • (Perhaps our joint other top example.) Clarity of explanation is an important goal. Some models are black boxes, and that’s that. Others are also supposed to uncover causality that helps humans make all kinds of better decision. Regulators may also want clear models. Note: Model clarity can be affected by model structure and variable(s) choice alike.
  • Certain variables can simply be more or less trusted, in terms of the accuracy of the data.
  • Certain variables can be more or less certain to be available in the future. However, I wonder how big a concern that is in a world where models are frequently retrained anyway.

5. I’m not actually seeing much support for the theory that Julia will replace R except perhaps from Revolution Analytics, the company most identified with R. Go figure.

6. And finally, I don’t think it’s wholly sunk in among predictive modeling folks that Spark both:

  • Has great momentum.
  • Was designed with machine learning in mind.
Categories: Other

Spark vs. Tez, revisited

Sun, 2014-10-05 02:59

I’m on record as noting and agreeing with an industry near-consensus that Spark, rather than Tez, will be the replacement for Hadoop MapReduce. I presumed that Hortonworks, which is pushing Tez, disagreed. But Shaun Connolly of Hortonworks suggested a more nuanced view. Specifically, Shaun tweeted thoughts including:

Tez vs Spark = Apples vs Oranges.

Spark is general-purpose engine with elegant APIs for app devs creating modern data-driven apps, analytics, and ML algos.

Tez is a framework for expressing purpose-built YARN-based DAGs; its APIs are for ISVs & engine/tool builders who embed it

[For example], Hive embeds Tez to convert its SQL needs into purpose-built DAGs expressed optimally and leveraging YARN

That said, I haven’t yet had a chance to understand what advantages Tez might have over Spark in the use cases that Shaun relegates it to.

Related link

Categories: Other

Streaming for Hadoop

Sun, 2014-10-05 02:56

The genesis of this post is that:

  • Hortonworks is trying to revitalize the Apache Storm project, after Storm lost momentum; indeed, Hortonworks is referring to Storm as a component of Hadoop.
  • Cloudera is talking up what I would call its human real-time strategy, which includes but is not limited to Flume, Kafka, and Spark Streaming. Cloudera also sees a few use cases for Storm.
  • This all fits with my view that the Current Hot Subject is human real-time data freshness — for analytics, of course, since we’ve always had low latencies in short-request processing.
  • This also all fits with the importance I place on log analysis.
  • Cloudera reached out to talk to me about all this.

Of course, we should hardly assume that what the Hadoop distro vendors favor will be the be-all and end-all of streaming. But they are likely to at least be influential players in the area.

In the parts of the problem that Cloudera emphasizes, the main tasks that need to be addressed are:

  • Getting data into the plumbing from whatever systems it’s being generated in. This is the province of Flume, one of Cloudera’s earliest projects. I’d add that this is also one of the core competencies of Splunk.
  • Getting data where it needs to go. Flume can do this. Kafka, a publish/subscribe messaging system, can do it in a more general way, because streams are sent to a Kafka broker, which then re-streams them to their ultimate destination.
  • Processing data in flight. Storm can do this. Spark Streaming can do it more easily. Spark Streaming is or soon will be a part of every serious Hadoop distribution. Flume can do some lightweight processing as well.
  • Serving up data for further query. Cloudera would like you to do this via HBase or Impala. But Oracle is a fine choice too, and indeed a popular choice among Cloudera customers.

I guess there’s also a step of receiving data out of the plumbing system. Cloudera and I glossed over that aspect when we talked, but I’ll say:

  • Spark commonly lives over HDFS (Hadoop Distributed File System).
  • Flume feeds HDFS. Flume was also hacked years ago — rah-rah open source! — to feed Kafka instead, and also to be fed by it.

Cloudera has not yet decided whether to make Kafka part of CDH (which stands for Cloudera Distribution yada yada Hadoop). Considerations in that probably include:

  • Kafka has impressive adoption among high-profile internet companies, but not so much among conventional enterprises.
  • Surely not coincidentally, Kafka is missing features in areas such as security (e.g. it lacks Kerberos integration).
  • Kafka lacks cool capabilities to let you configure rather than code, although Cloudera thinks that in some cases you can work around this problem by marrying Kafka and Flume.

I still find it bizarre that a messaging system be named after an author famous for writing about depressingly inescapable situations. Also, I wish that:

  • Kafka had something to do with transformations.
  • The name Kafka had been used by a commercial software company, which could offer product trials.

Highlights from the Storm vs. Spark Streaming vs. Samza part of my discussion with Cloudera include:

  • Storm has a companion project Trident that makes Storm somewhat easier to program and/or configure. But Trident only has some of the usability advantages of Spark Streaming.
  • Cloudera sees no advantages to Samza, a Kafka companion project, when compared with whichever of Spark Streaming or Storm + Trident is better suited to a particular use case.
  • Cloudera likes the rich set of primitives that Spark Streaming inherits from Spark. Cloudera also notes that, if you learn to program over Spark for any reason, then you will in particular have learned how to program over Spark Streaming.
  • Spark Streaming lets you join Spark Streaming data to other data that Spark can get access to. I agree with Cloudera that this is an important advantage.
  • Cloudera sees Storm’s main advantages as being in latency. If you need 10-200 millisecond latency, Storm can give you that today while Spark Streaming can’t. However, Cloudera notes that to write efficiently to your persistent store — which Cloudera fondly hopes but does not insist will be HBase or Impala — you may need to micro-batch your writes anyway.

Also, Spark Streaming has a major advantage over bare Storm in whether you have to manually configure your topology, but I wasn’t clear as to how far Trident closes that particular gap.

Cloudera and I didn’t particularly talk about data-consuming technologies such as BI, predictive analytics, or analytic applications, but we did review use cases a bit. Nothing too surprising jumped out. Indeed, the discussion reminded me of a 2007 list I did of applications — other than extreme low-latency ones — for CEP (Complex Event Processing).

  • Top-of-mind were things that fit into one or more of the buckets “internet”, “retail”, “recommendation/personalization”, “security” or “anti-fraud”.
  • Transportation/logistics got mentioned, to which I replied that the CEP vendors had all seemed to have one trucking/logistics client each.
  • At least in theory, there are potentially huge future applications in health care.

In general, candidate application areas for streaming-to-Hadoop match those that involve large volumes of machine-generated data.

Edit: Shortly after I posted this, Storm creator Nathan Marz put up a detailed and optimistic post about the history and state of Storm

Categories: Other

Some stuff on my mind, September 28, 2014

Sun, 2014-09-28 18:21

1. I wish I had some good, practical ideas about how to make a political difference around privacy and surveillance. Nothing else we discuss here is remotely as important. I presumably can contribute an opinion piece to, more or less, the technology publication(s) of my choice; that can have a small bit of impact. But I’d love to do better than that. Ideas, anybody?

2. A few thoughts on cloud, colocation, etc.:

  • The economies of scale of colocation-or-cloud over operating your own data center are compelling. Most of the reasons you outsource hardware manufacture to Asia also apply to outsourcing data center operation within the United States. (The one exception I can think of is supply chain.)
  • The arguments for cloud specifically over colocation are less persuasive. Colo providers can even match cloud deployments in rapid provisioning and elastic pricing, if they so choose.
  • Surely not coincidentally, I am told that Rackspace is deemphasizing cloud, reemphasizing colocation, and making a big deal out of Open Compute. In connection with that, Rackspace has pulled back from its leadership role in OpenStack.
  • I’m hearing much more mention of Amazon Redshift than I used to. It seems to have a lot of traction as a simple and low-cost option.
  • I’m hearing less about Elastic MapReduce than I used to, although I imagine usage is still large and growing.
  • In general, I get the impression that progress is being made in overcoming the inherent difficulties in cloud (and even colo) parallel analytic processing. But it all still seems pretty vague, except for the specific claims being made for traction of Redshift, EMR, and so on.
  • Teradata recently told me that in colocation pricing, it is common for floor space to be everything, with power not separately metered. But I don’t think that trend is a big deal, as it is not necessarily permanent.
  • Cloud hype is of course still with us.
  • Other than the above, I stand by my previous thoughts on appliances, clusters and clouds.

3. As for the analytic DBMS industry:

  • Concurrency is still a challenge. But otherwise …
  • … great SQL query performance isn’t something to get excited about any more, especially in immature systems.
  • Be careful about systems that have great performance when intermediate result sets fit into RAM, but not when they spill to disk. In particular, watch for this problem in the Hadoop/Spark world.
  • Vendors are getting better about ANSI SQL coverage (SQL 99 Analytics, windowing, etc. …)
  • “Runs on Hadoop” isn’t an exciting claim unless you can mix and match SQL and generic Hadoop processing in the same jobs against the same data, even though lesser forms of SQL/Hadoop integration might also with help some aspects of TCO (Total Cost of Ownership).
  • More generally, what’s needed is:
    • The ability to mix SQL and other kinds of analytic processing.
    • The ability to mix traditional tabular data, JSON, and log data.
    • The ability to mix data in place with data that’s trickling/streaming in.

4. Meanwhile, the analytic ease of use story remains popular, in business intelligence and predictive analytics/data science alike. Marketers typically oversimplify it to their own detriment, however, just as they do performance stories.

5. On the short-request side:

  • NoSQL is still going gangbusters.
  • NewSQL still isn’t, except that I haven’t talked with MemSQL for a while and they were doing well when I did.
  • Transparent sharding has stagnated as a business, good technology notwithstanding, and the vendors are pivoting.

6. Finally, one vendor note — Sharmila assures me by brief email that things are going gangbusters at ClearStory. This is unsurprising, as ClearStory exemplifies several trends I believe in, including robust analytic stacks, strong data navigation, Spark, and the incorporation of broad varieties of data.

And of course ClearStory also empowers business analysts to make do without IT involvement, like the other cool analytic kids also do.

Categories: Other

Data as an asset

Sun, 2014-09-21 21:49

We all tend to assume that data is a great and glorious asset. How solid is this assumption?

  • Yes, data is one of the most proprietary assets an enterprise can have. Any of the Goldman Sachs big three* — people, capital, and reputation — are easier to lose or imitate than data.
  • In many cases, however, data’s value diminishes quickly.
  • Determining the value derived from owning, analyzing and using data is often tricky — but not always. Examples where data’s value is pretty clear start with:
    • Industries which long have had large data-gathering research budgets, in areas such as clinical trials or seismology.
    • Industries that can calculate the return on mass marketing programs, such as internet advertising or its snail-mail predecessors.

*”Our assets are our people, capital and reputation. If any of these is ever diminished, the last is the most difficult to restore.” I love that motto, even if Goldman Sachs itself eventually stopped living up to it. If nothing else, my own business depends primarily on my reputation and information.

This all raises the idea – if you think data is so valuable, maybe you should get more of it. Areas in which enterprises have made significant and/or successful investments in data acquisition include: 

  • Actual scientific, clinical, seismic, or engineering research.
  • Actual selling of (usually proprietary) data, with the straightforward economic proposition of “Get once, sell to multiple customers more cheaply than they could get it themselves.” Examples start:
    • This is the essence of the stock quote business. And Michael Bloomberg started building his vast fortune by adding additional data to what the then-incumbents could offer, for example by getting fixed-income prices from Cantor Fitzgerald.*
    • Multiple marketing-data businesses operate on this model.
    • Back when there was a small but healthy independent paper newsletter and directory business, its essence was data.
    • And now there are many online data selling efforts, in niches large and small.
  • Internet ad-targeting businesses. Making money from your great ad-targeting technology usually involves access to lots of user-impression and de-anonymization data as well.
  • Aggressive testing by internet businesses, of substantive offers and marketing-display choices alike. At the largest, such as eBay, you’ll rarely see a page that doesn’t have at least one experiment on it. Paper-based direct marketers take a similar approach. Call centers perhaps should follow suit more than they do.
  • Surveys, focus groups, etc. These are commonly expensive and unreliable (and the cheap internet ones commonly irritate people who do business with you). But sometimes they are, or seem to be, the only kind of information available.
  • Free-text data. On the whole I’ve been disappointed by the progress in text analytics. Still — and this overlaps with some previous points — there’s a lot of information in text or narrative form out there for the taking.
    • Internally you might have customer emails, call center notes, warranty reports and a lot more.
    • Externally there’s a lot of social media to mine.

*Sadly, Cantor Fitzgerald later became famous for being hit especially hard on 9/11/2001.

And then there’s my favorite example of all. Several decades ago, especially in the 1990s, supermarkets and mass merchants implemented point-of-sale (POS) systems to track every item sold, and then added loyalty cards through which they bribed their customers to associate their names with their purchases. Casinos followed suit. Airlines of course had loyalty/frequent-flyer programs too, which were heavily related to their marketing, although in that case I think loyalty/rewards were truly the core element, with targeted marketing just being an important secondary benefit. Overall, that’s an awesome example of aggressive data gathering. But here’s the thing, and it’s an example of why I’m confused about the value of data — I wouldn’t exactly say that grocers, mass merchants or airlines have been bastions of economic success. Good data will rarely save a bad business.

Related links

Categories: Other

Misconceptions about privacy and surveillance

Mon, 2014-09-15 11:07

Everybody is confused about privacy and surveillance. So I’m renewing my efforts to consciousness-raise within the tech community. For if we don’t figure out and explain the issues clearly enough, there isn’t a snowball’s chance in Hades our lawmakers will get it right without us.

How bad is the confusion? Well, even Edward Snowden is getting it wrong. A Wired interview with Snowden says:

“If somebody’s really watching me, they’ve got a team of guys whose job is just to hack me,” he says. “I don’t think they’ve geolocated me, but they almost certainly monitor who I’m talking to online. Even if they don’t know what you’re saying, because it’s encrypted, they can still get a lot from who you’re talking to and when you’re talking to them.”

That is surely correct. But the same article also says:

“We have the means and we have the technology to end mass surveillance without any legislative action at all, without any policy changes.” The answer, he says, is robust encryption. “By basically adopting changes like making encryption a universal standard—where all communications are encrypted by default—we can end mass surveillance not just in the United States but around the world.”

That is false, for a myriad of reasons, and indeed is contradicted by the first excerpt I cited.

What privacy/surveillance commentators evidently keep forgetting is:

  • There are many kinds of privacy-destroying information. I think people frequently overlook just how many kinds there are.
  • Many kinds of organization capture that information, can share it with each other, and gain benefits from eroding or destroying privacy. Similarly, I think people overlook just how pervasive the incentive is to snoop.
  • Privacy is invaded through a variety of analytic techniques applied to that information.

So closing down a few vectors of privacy attack doesn’t solve the underlying problem at all.

Worst of all, commentators forget that the correct metric for danger is not just harmful information use, but chilling effects on the exercise of ordinary liberties. But in the interest of space, I won’t reiterate that argument in this post.

Perhaps I can refresh your memory why each of those bulleted claims is correct. Major categories of privacy-destroying information (raw or derived) include:

  • The actual content of your communications – phone calls, email, social media posts and more.
  • The metadata of your communications — who you communicate with, when, how long, etc.
  • What you read, watch, surf to or otherwise pay attention to.
  • Your purchases, sales and other transactions.
  • Video images, via stationary cameras, license plate readers in police cars, drones or just ordinary consumer photography.
  • Monitoring via the devices you carry, such as phones or medical monitors.
  • Your health and physical state, via those devices, but also inferred from, for example, your transactions or search engine entries.
  • Your state of mind, which can be inferred to various extents from almost any of the other information areas.
  • Your location and movements, ditto. Insurance companies also want to put monitors in cars to track your driving behavior in detail.

Of course, these categories overlap. For example, information about your movements can be derived not just from your mobile phone, but also from your transactions, from surveillance cameras, and from the health-monitoring devices that are likely to become much more pervasive in the future.

So who has reason to invade your privacy? Unfortunately, the answer boils down to “just about everybody”. In particular:

  • Any internet or telecom business would like to know, in great detail, what you are doing with their offerings, along with any other information that might influence what you’re apt to buy or do next.
  • Anybody who markets or sells to consumers wants to know similar things.
  • Similar things are true of anybody who worries about credit or insurance risk.
  • Anybody who worries about fraud wants to know who you’re connected to, and also wants to match you against any known patterns of fraud-related behavior.
  • Anybody who hires employees wants to know who might be likely to work hard, get sick or quit.
  • Similarly, they’d like to know who does or might engage in employee misconduct.
  • Medical researchers and caregivers have some of the most admirable reasons for wanting to violate privacy.

And that’s even without mentioning the most obvious suspects — law enforcement and national security of many kinds, who can be presumed to in at least certain cases be able to get any information that’s available to any other organization.

Finally, my sense is:

  • People appreciate the potential of fancy-schmantzy language and image recognition.
  • The graph analysis done on telecom metadata is so simple that people generally “get” what’s going on.
  • Despite all the “big data analytics” hype, commentators tend to forget just how powerful machine learning/predictive analytics privacy intrusions could be. Those psychographic clustering techniques devised to support advertising and personalization could be applied in much more sinister ways as well.

Related links

Categories: Other

An idealized log management and analysis system — from whom?

Sun, 2014-09-07 06:38

I’ve talked with many companies recently that believe they are:

  • Focused on building a great data management and analytic stack for log management …
  • … unlike all the other companies that might be saying the same thing :)
  • … and certainly unlike expensive, poorly-scalable Splunk …
  • … and also unlike less-focused vendors of analytic RDBMS (which are also expensive) and/or Hadoop distributions.

At best, I think such competitive claims are overwrought. Still, it’s a genuinely important subject and opportunity, so let’s consider what a great log management and analysis system might look like.

Much of this discussion could apply to machine-generated data in general. But right now I think more players are doing product management with an explicit conception either of log management or event-series analytics, so for this post I’ll share that focus too.

A short answer might be “Splunk, but with more analytic functionality and more scalable performance, at lower cost, plus numerous coupons for free pizza.” A more constructive and bottoms-up approach might start with: 

  • Agents for any kind of machine that admits streams of data.
  • Parsers that:
    • Immediately identify explicit name-value pairs in popular formats such as JSON or XML.
    • Also immediately extract a significant fraction of all implicit fields in text strings — timestamps for sure, but also a lot else. (Splunk is the current gold standard for such capabilities.)
    • Allow you to easily write rules for more such extractions.
  • Immediate indexing in line with everything the parsers do.
  • Easy import of log files, relational tables, and other relevant data structures.
  • Queries that can exploit all the indexes, at least up to the functionality level of SQL 2003 analytics (including windowing) and StreamSQL, of course with …
  • … blazing scalable performance.
  • Strong workload management and concurrent performance support. (Teradata is the gold standard for such capabilities in the analytic sphere.)
  • Various other mature-DBMS features, e.g. in backup, manageability, and uptime.

Further, there would be numerous styles of business intelligence interface, at least including:

  • Generic BI like we generally see for tabular data.
  • Constantly-changing displays of streaming data.
  • BI with an event-series orientation.
  • Strong alerting.
  • Mobile versions of everything.

And there would be good support for quick-turnaround, easily-operationalized predictive analytics, of the sort that’s fairly central to the visions for Kiji and Spark.

The data management part of that is particularly hard, in that:

  • Different architectures seem naturally well-suited for different parts of the problem.
  • Maturing a new data management product is always difficult, costly and slow.

My thoughts on strengths and weaknesses of some obvious log data management contenders start:

  • Oracle, IBM, and Microsoft have a lot of heft in all things database. But while each of those vendors has great resources and occasionally impressive pieces of new database engineering, none shows much evidence of framing, let alone solving, the problem in the right way(s).
  • SAP owns Sybase, HANA, several old CEP companies, and Business Objects. Add them to the Oracle/IBM/Microsoft list.
  • Teradata has a lot going for them. Their core analytic data management strengths are obvious. They’ve owned Aster for a while, and Aster innovated nPath quite some time ago. They recently added Hadapt, a leader in schema-on-need, as well as Revelytix, which has some good ideas in dataset management. Like most other DBMS vendors, however, Teradata doesn’t yet have much of a story for streaming data, and anyhow the most optimistic case for Teradata involves the difficult task of stitching together disparate data management technologies.
  • HP Vertica has a decent position as well. Probably more proven in general concurrent, scalable performance than others in their peer group (Netezza, Greenplum, et al.), Vertica also was relatively early in innovations relevant to log analysis, including a range of time series/event series features and its own schema-on-need effort. Vertica was also founded by people who were also streaming pioneers (there were heavily overlapping groups of academics behind StreamBase, Vertica and VoltDB), but it’s not clear how that background is reflected in present Vertica product.
  • Splunk, of course, has a complete stack. At the data acquisition and parsing layers, it’s second to none, and it has a considerable set of log-appropriate BI capabilities as well. And for data management it in effect is stitching together two different inverted-list data stores, plus Hadoop.
  • Hadoop distribution vendors such as Cloudera, MapR or Hortonworks offer typically bundle a range of relevant capabilities. HDFS (Hadoop Distributed File System) is the default place to dump entire logs. In most distros, Spark offers a new approach to streaming. Impala, Drill and so on offer query. Flume gathers the log data in the first place. But a lot of the cooler capabilities are immature or unproven, and in some cases that’s putting it mildly.

In the interest of length, I’ll omit discussion of smaller vendors, except to say that Platfora’s integrated-stack event series analytics story deserves attention, and I’m disappointed that I never hear about Sumo Logic. And I don’t know a lot about companies positioned as SIEM (Security Information and Event Management), especially now that SenSage has left the scene.

Categories: Other

Notes from a visit to Teradata

Sun, 2014-08-31 03:17

I spent a day with Teradata in Rancho Bernardo last week. Most of what we discussed is confidential, but I think the non-confidential parts and my general impressions add up to enough for a post.

First, let’s catch up with some personnel gossip. So far as I can tell:

  • Scott Gnau runs most of Teradata’s development, product management, and product marketing, the big exception being that …
  • … Darryl McDonald run the apps part (Aprimo and so on), and no longer is head of marketing.
  • Oliver Ratzesberger runs Teradata’s software development.
  • Jeff Carter has returned to his roots and runs the hardware part, in place of Carson Schmidt.
  • Aster founders Mayank Bawa and Tasso Argyros have left Teradata (perhaps some earn-out period ended).
  • Carson is temporarily running Aster development (in place of Mayank), and has some sort of evangelism role waiting after that.
  • With the acquisition of Hadapt, Teradata gets some attention from Dan Abadi. Also, they’re retaining Justin Borgman.

The biggest change in my general impressions about Teradata is that they’re having smart thoughts about the cloud. At least, Oliver is. All details are confidential, and I wouldn’t necessarily expect them to become clear even in October (which once again is the month for Teradata’s user conference). My main concern about all that is whether Teradata’s engineering team can successfully execute on Oliver’s directives. I’m optimistic, but I don’t have a lot of detail to support my good feelings.

In some quick-and-dirty positioning and sales qualification notes, which crystallize what we already knew before:

  • The Teradata 1xxx series is focused on cost-per-bit.
  • The Teradata 2xxx series is focused on cost-per-query. It is commonly Teradata’s “lead” product, at least for new customers.
  • The Teradata 6xxx series is supposed to be above to do “everything”.
  • The Teradata Aster “Discovery Analytics” platform is sold mainly to customers who have a specific high-value problem to solve. (Randy Lea gave me a nice round dollar number, but I won’t share it.) I like that approach, as it obviates much of the concern about “Wait — is this strategic for us long-term, given that we also have both Teradata database and Hadoop clusters?”


  • 1xxx and 2xxx systems are meant to be I/O-constrained. 6xxx systems are meant to be constrained mainly by CPU, but every system will be I/O-constrained at some point.
  • There is at least one example of a Very Well Known organization buying Teradata’s Hadoop-only appliance despite not otherwise being a Hadoop customer. Teradata concedes, however, that this is not a common occurrence.
  • Customers are increasingly using co-location rather than their own data centers. Many colo organizations charge more or less strictly by floor space. Hence, there’s a push for maximum processing density per rack, power density and weight be damned.

Speaking of not being CPU-constrained — I heard 7-10% as an estimate for typical Hadoop utilization, and also 10-15%. While I didn’t ask, I presume these figures assume traditional MapReduce types of Hadoop workloads. I’m not sure why these figures are yet lower than eBay’s long-ago estimates of Hadoop “parallel efficiency”.

Like Carson used to do, Jeff shared a variety of hardware and networking tidbits with me. In particular:

  • Jeff is confident in Moore’s Law continuing for at least 5 more years. (I think that’s a near-consensus; the 2020s, however, are another matter.)
  • Teradata still uses SAS rather than SATA for all disk (spinning or solid-state) controllers. They’re now seeing 6-700 MB/sec/device on SSDs (Solid State Disk), up from 3-400.
  • SSD prices are down 60% over the past 6 months, vs. much slower declines previously.
  • Formerly a SanDisk/Pliant partisan, Teradata now thinks there are multiple vendors of good SSDs. (I’m not sure whether they’d be happy if I said which one they currently like best.)
  • Jeff foresees InfiniBand and Ethernet more or less merging. Right now Teradata is using a lot of 56 Gb/sec InfiniBand.

Since Oliver is now a Teradata mucky-muck, I asked about virtual data marts, an idea that he pretty much invented or at least popularized back in his eBay days. Comments included:

  • Teradata now calls them Data Labs.
  • Adoption is very high.
  • One major feature is “time boxing” — they expire after a period of time unless you renew them.
  • Analysis of virtual data mart usage is a good guide as to what you might want to add to your permanent data warehouse.

And I’ll stop here, although I hope that a couple more-focused posts will also eventually flow from the visit.

Categories: Other

“Freeing business analysts from IT”

Thu, 2014-08-14 06:21

Many of the companies I talk with boast of freeing business analysts from reliance on IT. This, to put it mildly, is not a unique value proposition. As I wrote in 2012, when I went on a history of analytics posting kick,

  • Most interesting analytic software has been adopted first and foremost at the departmental level.
  • People seem to be forgetting that fact.

In particular, I would argue that the following analytic technologies started and prospered largely through departmental adoption:

  • Fourth-generation languages (the analytically-focused ones, which in fact started out being consumed on a remote/time-sharing basis)
  • Electronic spreadsheets
  • 1990s-era business intelligence
  • Dashboards
  • Fancy-visualization business intelligence
  • Planning/budgeting
  • Predictive analytics
  • Text analytics
  • Rules engines

What brings me back to the topic is conversations I had this week with Paxata and Metanautix. The Paxata story starts:

  • Paxata is offering easy — and hopefully in the future comprehensive — “data preparation” tools …
  • … that are meant to be used by business analysts rather than ETL (Extract/Transform/Load) specialists or other IT professionals …
  • … where what Paxata means by “data preparation” is not specifically what a statistician would mean by the term, but rather generally refers to getting data ready for business intelligence or other analytics.

Metanautix seems to aspire to a more complete full-analytic-stack-without-IT kind of story, but clearly sees the data preparation part as a big part of its value.

If there’s anything new about such stories, it has to be on the transformation side; BI tools have been helping with data extraction since — well, since the dawn of BI. The data movement tool I used personally in the 1990s was Q+E, an early BI tool that also had some update capabilities.* And this use of BI has never stopped; for example, in 2011, Stephen Groschupf gave me the impression that a significant fraction of Datameer’s usage was for lightweight ETL.

*Q+E came from Pioneer Software, the original predecessor of Progress DataDirect, which first came to fame in association with Microsoft Excel and the invention of ODBC.

More generally, I’d say that there are several good ways for IT to give out data access, the two most obvious of which are:

  • “Semantic layers” in BI tools.
  • Data copies in departmental data marts.

If neither of those works for you, then most likely either:

  • Your problem isn’t technology.
  • Your problem isn’t data access.

And so we’ve circled back to what I wrote last month:

Data transformation is a better business to enter than data movement. Differentiated value in data movement comes in areas such as performance, reliability and maturity, where established players have major advantages. But differentiated value in data transformation can come from “intelligence”, which is easier to excel in as a start-up.

What remains to be seen is whether and to what extent any of these startups (the ones I mentioned above, or Trifacta, or Tamr, or whoever) can overcome what I wrote in the same post:

When I talk with data integration startups, I ask questions such as “What fraction of Informatica’s revenue are you shooting for?” and, as a follow-up, “Why would that be grounds for excitement?”

It will be interesting to see what happens.

Categories: Other

Actian Vector Hadoop Edition

Thu, 2014-08-07 05:12

I have a small blacklist of companies I won’t talk with because of their particularly unethical past behavior. Actian is one such; they evidently made stuff up about me that Josh Berkus gullibly posted for them, and I don’t want to have conversations that could be dishonestly used against me.

That said, Peter Boncz isn’t exactly an Actian employee. Rather, he’s the professor who supervised Marcin Zukowski’s PhD thesis that became Vectorwise, and I chatted with Peter by Skype while he was at home in Amsterdam. I believe his assurances that no Actian personnel sat in on the call. :)

In other news, Peter is currently working on and optimistic about HyPer. But we literally spent less than a minute talking about that

Before I get to the substance, there’s been a lot of renaming at Actian. To quote Andrew Brust,

… the ParAccel, Pervasive and Vectorwise technologies are being unified under the Actian Analytics Platform brand. Specifically, the ParAccel technology … is being re-branded Actian Matrix; Pervasive’s technologies are rechristened Actian DataFlow and Actian DataConnect; and Vectorwise becomes Actian Vector.


Actian … is now “one company, with one voice and one platform” according to its John Santaferraro

The bolded part of the latter quote is untrue — at least in the ordinary sense of the word “one” — but the rest can presumably be taken as company gospel.

All this is by way of preamble to saying that Peter reached out to me about Actian’s new Vector Hadoop Edition when he blogged about it last June, and we finally talked this week. Highlights include: 

  • Vectorwise, while being proudly multi-core, was previously single-server. The new Vector Hadoop Edition is the first version with node parallelism.
  • Actian’s Vector Hadoop edition uses HDFS (Hadoop Distributed File System) and YARN to manage an Actian-proprietary file format. There is currently no interoperability whereby Hadoop jobs can read these files. However …
  • … Actian’s Vector Hadoop edition relies on Hadoop for cluster management, workload management and so on.
  • Peter thinks there are two paying customers, both too recent to be in production, who between then paid what I’d call a remarkable amount of money.*
  • Roadmap futures* include:
    • Being able to update and indeed trickle-update data. Peter is very proud of Vectorwise’s Positional Delta Tree updating.
    • Some elasticity they’re proud of, both in terms of nodes (generally limited to the replication factor of 3) and cores (not so limited).
    • Better interoperability with Hadoop.

Actian actually bundles Vector Hadoop Edition with DataFlow — the old Pervasive DataRush — into what it calls “Actian Analytics Platform – Hadoop SQL Edition”. DataFlow/DataRush has been working over Hadoop since the latter part of 2012, based on a visit with my then clients at Pervasive that December.

*Peter gave me details about revenue, pipeline, roadmap timetables etc. that I’m redacting in case Actian wouldn’t like them shared. I should say that the timetable for some — not all — of the roadmap items was quite near-term; however, pay no attention to any phrasing in Peter’s blog post that suggests the roadmap features are already shipping.

The Actian Vector Hadoop Edition optimizer and query-planning story goes something like this:

  • Vectorwise started with the open-source Ingres optimizer. After a query is optimized, it is rewritten to reflect Vectorwise’s columnar architecture. Peter notes that these rewrites rarely change operator ordering; they just add column-specific optimizations, whatever that means.
  • Now there are rewrites for parallelism as well.
  • These rewrites all seem to be heuristic/rule-based rather than cost-based.
  • Once Vectorwise became part of the Ingres company (later renamed to Actian), they had help from Ingres engineers, who helped them modify the base optimizer so that it wasn’t just the “stock” Ingres one.

As with most modern MPP (Massively Parallel Processing) analytic RDBMS, there doesn’t seem to be any concept of a head-node to which intermediate results need to be shipped. This is good, because head nodes in early MPP analytic RDBMS were dreadful bottlenecks.

Peter and I also talked a bit about SQL-oriented HDFS file formats, such as Parquet and ORC. He doesn’t like their lack of support for columnar compression. Further, in Parquet there seems to be a requirement to read the whole file, to an extent that interferes with Vectorwise’s form of data skipping, which it calls “min-max indexing”.

Frankly, I don’t think the architectural choice “uses Hadoop for workload management and administration” provides a lot of customer benefit in this case. Given that, I don’t know that the world needs another immature MPP analytic RDBMS. I also note with concern that Actian has two different MPP analytic RDBMS products. Still, Vectorwise and indeed all the stuff that comes out Martin Kersten and Peter’s group in Amsterdam has always been interesting technology. So the Actian Vector Hadoop Edition might be worth taking a look at before you redirect your attention to products with more convincing track records and futures.

Categories: Other

Teradata bought Hadapt and Revelytix

Wed, 2014-07-23 02:29

My client Teradata bought my (former) clients Revelytix and Hadapt.* Obviously, I’m in confidentiality up to my eyeballs. That said — Teradata truly doesn’t know what it’s going to do with those acquisitions yet. Indeed, the acquisitions are too new for Teradata to have fully reviewed the code and so on, let alone made strategic decisions informed by that review. So while this is just a guess, I conjecture Teradata won’t say anything concrete until at least September, although I do expect some kind of stated direction in time for its October user conference.

*I love my business, but it does have one distressing aspect, namely the combination of subscription pricing and customer churn. When your customers transform really quickly, or even go out of existence, so sometimes does their reliance on you.

I’ve written extensively about Hadapt, but to review:

  • The HadoopDB project was started by Dan Abadi and two grad students.
  • HadoopDB tied a bunch of PostgreSQL instances together with Hadoop MapReduce. Lab benchmarks suggested it was more performant than the coyly named DBx (where x=2), but not necessarily competitive with top analytic RDBMS.
  • Hadapt was formed to commercialize HadoopDB.
  • After some fits and starts, Hadapt was a Cambridge-based company. Former Vertica CEO Chris Lynch invested even before he was a VC, and became an active chairman. Not coincidentally, Hadapt had a bunch of Vertica folks.
  • Hadapt decided to stick with row-based PostgreSQL, Dan Abadi’s previous columnar enthusiasm notwithstanding. Not coincidentally, Hadapt’s performance never blew anyone away.
  • Especially after the announcement of Cloudera Impala, Hadapt’s SQL-on-Hadoop positioning didn’t work out. Indeed, Hadapt laid off most or all of its sales and marketing folks. Hadapt pivoted to emphasize its schema-on-need story.
  • Chris Lynch, who generally seems to think that IT vendors are created to be sold, shopped Hadapt aggressively.

As for what Teradata should do with Hadapt:

  • My initial thought for Hadapt was to just double down, pushing the technology forward, presumably including a columnar option such as the one Citus Data developed.
  • But upon reflection, if it made technical sense to merge the Aster and Hadapt products, that would be better yet.

I herewith apologize to Aster co-founder and Hadapt skeptic Tasso Argyros (who by the way has moved on from Teradata) for even suggesting such heresy. :)

Complicating the story further:

  • Impala lets you treat data in HDFS (Hadoop Distributed File System) as if it were in a SQL DBMS. So does Teradata SQL-H. But Hadapt makes you decide whether the data is in HDFS or the SQL DBMS, and it can’t be in both at once. Edit: Actually, see Dan Abadi’s comments below.
  • Impala and Oracle’s new SQL-H competitor have daemons running on every data node. So does one option in Hadapt. But I don’t think SQL-H does that yet.

I was less involved with Revelytix that with Hadapt (although I’m told I served as the “catalyst” for the original Teradata/Revelytix partnership). That said, Teradata — like Oracle — is always building out a data integration suite to cover a limited universe of data stores. And Revelytix’ dataset management technology is a nice piece toward an integrated data catalog.

Related posts

Categories: Other

Data integration as a business opportunity

Sun, 2014-07-20 21:59

A significant fraction of IT professional services industry revenue comes from data integration. But as a software business, data integration has been more problematic. Informatica, the largest independent data integration software vendor, does $1 billion in revenue. INFA’s enterprise value (market capitalization after adjusting for cash and debt) is $3 billion, which puts it way short of other category leaders such as VMware, and even sits behind Tableau.* When I talk with data integration startups, I ask questions such as “What fraction of Informatica’s revenue are you shooting for?” and, as a follow-up, “Why would that be grounds for excitement?”

*If you believe that Splunk is a data integration company, that changes these observations only a little.

On the other hand, several successful software categories have, at particular points in their history, been focused on data integration. One of the major benefits of 1990s business intelligence was “Combines data from multiple sources on the same screen” and, in some cases, even “Joins data from multiple sources in a single view”. The last few years before application servers were commoditized, data integration was one of their chief benefits. Data warehousing and Hadoop both of course have a “collect all your data in one place” part to their stories — which I call data mustering — and Hadoop is a data transformation tool as well.

And it’s not as if successful data integration companies have no value. IBM bought a few EAI (Enterprise Application Integration) companies, plus top Informatica competitor Ascential, plus Cast Iron Systems. DataDirect (I mean the ODBC/JDBC guys, not the storage ones) has been a decent little business through various name changes and ownerships (independent under a couple of names, then Intersolv/Merant, then independent again, then Progress Software). Master data management (MDM) and data cleaning have had some passable exits. Talend raised $40 million last December, which is a nice accomplishment if you’re French.

I can explain much of this in seven words: Data integration is both important and fragmented. The “important” part is self-evident; I gave examples of “fragmented” a couple years back. Beyond that, I’d say:

  • A new class of “engine” can be a nice business — consider for example Informatica/Ascential/Ab Initio, or the MDM players (who sold out to bigger ETL companies), or Splunk. Indeed, much early Hadoop adoption was for its capabilities as a data transformation engine.
  • Data transformation is a better business to enter than data movement. Differentiated value in data movement comes in areas such as performance, reliability and maturity, where established players have major advantages. But differentiated value in data transformation can come from “intelligence”, which is easier to excel in as a start-up.
  • “Transparent connectivity” is a tough business. It is hard to offer true transparency, with minimal performance overhead, among enough different systems for anybody to much care. And without that you’re probably offering a low-value/niche capability. Migration aids are not an exception; the value in those is captured by the vendor of what’s being migrated to, not by the vendor who actually does the transparent translation. Indeed …
  • … I can’t think of a single case in which migration support was a big software business. (Services are a whole other story.) Perhaps Cast Iron Systems came closest, but I’m not sure I’d categorize it as either “migration support” or “big”.

And I’ll stop there, because I’m not as conversant with some of the new “smart data transformation” companies as I’d like to be.

Related links

Categories: Other

The point of predicate pushdown

Tue, 2014-07-15 07:52

Oracle is announcing today what it’s calling “Oracle Big Data SQL”. As usual, I haven’t been briefed, but highlights seem to include:

  • Oracle Big Data SQL is basically data federation using the External Tables capability of the Oracle DBMS.
  • Unlike independent products — e.g. Cirro — Oracle Big Data SQL federates SQL queries only across Oracle offerings, such as the Oracle DBMS, the Oracle NoSQL offering, or Oracle’s Cloudera-based Hadoop appliance.
  • Also unlike independent products, Oracle Big Data SQL is claimed to be compatible with Oracle’s usual security model and SQL dialect.
  • At least when it talks to Hadoop, Oracle Big Data SQL exploits predicate pushdown to reduce network traffic.

And by the way – Oracle Big Data SQL is NOT “SQL-on-Hadoop” as that term is commonly construed, unless the complete Oracle DBMS is running on every node of a Hadoop cluster.

Predicate pushdown is actually a simple concept:

  • If you issue a query in one place to run against a lot of data that’s in another place, you could spawn a lot of network traffic, which could be slow and costly. However …
  • … if you can “push down” parts of the query to where the data is stored, and thus filter out most of the data, then you can greatly reduce network traffic.

“Predicate pushdown” gets its name from the fact that portions of SQL statements, specifically ones that filter data, are properly referred to as predicates. They earn that name because predicates in mathematical logic and clauses in SQL are the same kind of thing — statements that, upon evaluation, can be TRUE or FALSE for different values of variables or data.

The most famous example of predicate pushdown is Oracle Exadata, with the story there being:

  • Oracle’s shared-everything architecture created a huge I/O bottleneck when querying large amounts of data, making Oracle inappropriate for very large data warehouses.
  • Oracle Exadata added a second tier of servers each tied to a subset of the overall storage; certain predicates are pushed down to that tier.
  • The I/O between Exadata’s two sets of servers is now tolerable, and so Oracle is now often competitive in the high-end data warehousing market,

Oracle evidently calls this “SmartScan”, and says Oracle Big Data SQL does something similar with predicate pushdown into Hadoop.

Oracle also hints at using predicate pushdown to do non-tabular operations on the non-relational systems, rather than shoehorning operations on multi-structured data into the Oracle DBMS, but my details on that are sparse.

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21st Century DBMS success and failure

Mon, 2014-07-14 00:37

As part of my series on the keys to and likelihood of success, I outlined some examples from the DBMS industry. The list turned out too long for a single post, so I split it up by millennia. The part on 20th Century DBMS success and failure went up Friday; in this one I’ll cover more recent events, organized in line with the original overview post. Categories addressed will include analytic RDBMS (including data warehouse appliances), NoSQL/non-SQL short-request DBMS, MySQL, PostgreSQL, NewSQL and Hadoop.

DBMS rarely have trouble with the criterion “Is there an identifiable buying process?” If an enterprise is doing application development projects, a DBMS is generally chosen for each one. And so the organization will generally have a process in place for buying DBMS, or accepting them for free. Central IT, departments, and — at least in the case of free open source stuff — developers all commonly have the capacity for DBMS acquisition.

In particular, at many enterprises either departments have the ability to buy their own analytic technology, or else IT will willingly buy and administer things for a single department. This dynamic fueled much of the early rise of analytic RDBMS.

Buyer inertia is a greater concern.

  • A significant minority of enterprises are highly committed to their enterprise DBMS standards.
  • Another significant minority aren’t quite as committed, but set pretty high bars for new DBMS products to cross nonetheless.
  • FUD (Fear, Uncertainty and Doubt) about new DBMS is often justifiable, about stability and consistent performance alike.

A particularly complex version of this dynamic has played out in the market for analytic RDBMS/appliances.

  • First the newer products (from Netezza onwards) were sold to organizations who knew they wanted great performance or price/performance.
  • Then it became more about selling “business value” to organizations who needed more convincing about the benefits of great price/performance.
  • Then the behemoth vendors became more competitive, as Teradata introduced lower-price models, Oracle introduced Exadata, Sybase got more aggressive with Sybase IQ, IBM bought Netezza, EMC bought Greenplum, HP bought Vertica and so on. It is now hard for a non-behemoth analytic RDBMS vendor to make headway at large enterprise accounts.
  • Meanwhile, Hadoop has emerged as serious competitor for at least some analytic data management, especially but not only at internet companies.

Otherwise I’d say: 

  • At large enterprises, their internet operations perhaps excepted:
    • Short-request/general-purpose SQL alternatives to the behemoths — e.g. MySQL, PostgreSQL, NewSQL — have had tremendous difficulty getting established. The last big success was the rise of Microsoft SQL Server in the 1990s. That’s why I haven’t mentioned the term mid-range DBMS in years.
    • NoSQL/non-SQL has penetrated large enterprises mainly for a few specific use cases, for example the lists I posted for MongoDB or graph databases.
  • Internet-only companies have few inertia issues when it comes to database managers. They’ll consider anything they regard as being in their price ballpark (which is however often restricted to open source). I think part of the reason is that as quickly as they rewrite their applications, DBMS are vastly less “strategic” to them than they are to most larger enterprises.
  • The internet operations of large companies — especially large retailers — in many cases behave like internet-only companies, but in many other cases behave like the rest of the enterprise.

The major reasons for DBMS categories to get established in the first place are:

  • Performance and/or scalability (many examples).
  • Developer features (for example dynamic schema).
  • License/maintenance cost (for example several open source categories).
  • Ease of installation and administration (for example open source again, and also data warehouse appliances).

Those same characteristics are major bases for competition among members of a new category, although as noted above behemoth-loyalty can also come into play.

Cool-vs.-weird tradeoffs are somewhat secondary among SQL DBMS.

  • There’s not much of a “cool” factor, because new products aren’t that different in what they do vs. older ones.
  • There’s not a terrible “weird” factor either, but of course any smaller offering faces FUD, and also …
  • … appliances are anti-strategic for many buyers, especially ones who demand a smooth path to the cloud.)

They’re huge, however, in the non-SQL world. Most non-SQL data managers have a major “weird” factor. Fortunately, NoSQL and Hadoop both have huge “cool” cred to offset it. XML/XQuery unfortunately did not.

Finally, in most DBMS categories there are massive issues with product completeness, more in the area of maturity than that of whole product. The biggest whole product issues are concentrated on the matter of interoperating with other software — business intelligence tools, packaged applications (if relevant to the category), etc. Most notably, the handful of DBMS that are certified to run SAP share a huge market that other DBMS can’t touch. But BI tools are less of a differentiator — I yawn when vendors tell me they are certified for/partnered with MicroStrategy, Tableau, Pentaho and Jaspersoft, and I’m surprised at any product that isn’t.

DBMS maturity has a lot of aspects, but the toughest challenges are concentrated in two main areas:

  • Reliability, especially but not only in short-request use cases.
  • Performance across a great variety of use cases. I observe frequently that performance in best-case scenarios, performance in the lab and performance in real-world environments are much further apart than vendors like to think.

In particular:

  • Maturity demands seem to be much higher for SQL DBMS than for NoSQL.
    • I think this is one of several reasons NoSQL has been much more successful than NewSQL.
    • It’s why I think MarkLogic’s “Enterprise NoSQL” positioning is a mistake.
  • As for MySQL:
    • MySQL wasn’t close to reliable enough for enterprises to trust it until InnoDB became the default storage engine.
    • MySQL 5 point releases have added major features, or decent performance for major features. I’ll confess to having lost track of what’s been fixed and what’s still missing.
    • In saying all that I’m holding MySQL to a much higher maturity standard than I’m holding NoSQL — because that’s what I think enterprise customers do.
  • PostgreSQL “should” be doing a lot better than it is. I have an extremely low opinion of its promoters, and not just for personal reasons. (That said, the personal reasons don’t just apply to EnterpriseDB anymore. I’ve also run out of patience waiting for Josh Berkus to retract untruths he posted about me years ago.)
  • SAP HANA checks boxes for performance (In-memory rah rah rah!!) and whole product (Runs SAP!!). That puts it well ahead of most other newish SQL DBMS, purely analytic ones perhaps excepted.
  • Any other new short-request SQL DBMS that sounds like is has traction is also memory-centric.
  • Analytic RDBMS are in most respects held to lower maturity standards than DBMS used for write-intensive workloads. Even so, products in the category are still frequently tripped up by considerations of concurrent performance and mixed workload management.

Related links

There have been 1,470 previous posts in the 9-year history of this blog, many of which could serve as background material for this one. A couple that seem particularly germane and didn’t get already get linked above are:

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