St. Louis CMG

Show & Tell - Wells FargoServer Capacity & Performance Management

February 23, 2010

About Wells Fargo Wells Fargo & Company (NYSE: WFC) is a diversified financial services

company providing banking, insurance, investments, mortgage and consumer finance. One in three households in America does business with WFC. WFC has $1.2 trillion in assets and more than 279,000 team members across 80+ business. WFC is ranked 4th in assets, and 3rd in market value of our stock among US peers (9/30/09). WF Advisors is the 2nd largest retail brokerage in the US.

WFC has: More than 10,000 stores

More than 12,000 ATMs

More than 70 million customers

Around 100K MIPS in production

Over 40,000 servers

Around 200 data center locations

Technology and operations budget of around $5 billion

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Agenda Our risk based approach to server Capacity Management

How do we deliver on this approach?

ECMP

Integrating with ECMP

The Tool Set

How do we measure ourselves?

Plans for 2010

Our Approach To Capacity PlanningOur risk managed model has a bias for Capacity.

Our Capacity Planning approach seeks to provide sufficient resources in the right places.

We seek to limit/reduce costs while not increasing Wells Fargo’s risk.

We seek to right-size our existing capacity by reducing/removing under-utilized resources.

Capacity Planning is the discipline of managing risks and priorities.Capacity Planning seeks to maintain an appropriate balance among differing priorities:

Cost vs. Capacity – ensure that existing processing Capacity, and Capacity to be purchased, is not only cost justifiable in terms of business need, but also makes efficient use of purchased resources.

Supply vs. Demand – ensure that the available supply of processing power matches the demands made on it by the business, both now and in the future.

The value and risk associated with each drives our approach to Capacity Planning.

We focus on delivering an optimal, cost effective, and risk balanced computing environment for our customers and team members.

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How do we deliver this?

We provide a comprehensive set of services: Operational Capacity Management (tactical)

Resource Consumption Tracking & Reporting

Current Health Checks

Future Health Projections

Notification of Risks

Comprehensive Capacity Planning (strategic) Capacity Study (aka Determine Headroom)

Sensitivity Studies, three types:1. Scalability Study – Analyze the addition of physical resources to a fixed workload

2. Speedup Study – For an increasing workload, analyze the addition of physical resources

3. Release Study – Quantify the change in resource consumption per application release

Empirical Study (aka Benchmarking, Load Testing Analysis)

Sizing

Performance & Capacity Bottleneck Analysis (tactical)

Optimization Analysis

Manage External Engagements for C/PM Services

Service Readiness

ServiceIn

Service

Cost &

Recovery Mode

l

Engagement Model

Comm. Plan

Metrics

Defined &

Documented

Maturity

Operational Capacity Management

Capacity Study

Scalability Study

Speedup Study

Release Study

Empirical Study

Sizing TBD

Bottleneck Analysis

Optimization

External Engagements

ECMP Overview

3Q09

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The Enterprise Capacity Management Practice

The Enterprise Capacity Management Practice: ECAP provides oversight of capacity planning and functions to increase Capacity

Management Capability across the enterprise. Provides: Oversight, Process, and Tools Supports: The Enterprise Capacity Vision

The ECMP Process: Standard enterprise procedures for planning and adjusting current and future capacity

needs to meet end user availability with acceptable levels of risk and investment Enables an enterprise-wide view of:

Capacity planning; Risks; and Investments Drives predictive planning practices Facilitates reviews and reporting of high priority risks

The Tool: A common repository for critical application/system capacity planning information. Documentation trail to show Wells Fargo has performed due diligence in the event of

an audit. Training and Education material

• Goals in Product Terms

• Business Drivers

Business Partners (LOB) & Product Manager

Resource utilization thresholds

SLM thresholds

Tuning

Analysis

Monitoring

Implementation

Tuning

Analysis

Monitoring

Implementation

Tuning

Analysis

Monitoring

Implementation

CAP PLAN

BCM

SCM

Capacity Management Database (CDB)

ResDatasvc

Data

RCM

Risks

• ECM Stewardship• Planning Tools

Process Oversight (ECAP)

Business data

dem

an

d

su

pp

ly

• IT Resource Management

• Resource Provisioning

TIS & Open Systems

Enterprise Communication &

Reporting

View in Slide Show mode (4 clicks)

BizData

M/Ware - ECAP10.2009

• Liaison to CIO organizations

• Bridge CIO/ACL to IT Infrastructure

Service Delivery (SDT)

Integrating with ECMP – Future Process

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Integrating with ECMP - Overview

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Integrating with ECMP – TIS Role

The Tool Set Data Collection: HP OVPA

Diagnostic Tool: HP OVPM

Data Visualization & Reporting: HP OVPI

Automation & Analytics Tool: Performance Surveyor

Modeling Tool Set: Hyperformix Capacity Manager and Hyperformix Performance Optimizer

Benefits:

A diagnostic tool that provides comprehensive real-time metrics without impacting or logging into the monitored server

An automated analysis capability providing the ability to scale to over 40,000 servers without proportionately scaling staff

Full and complete reporting/analytics capability with scheduling and automated report distribution/notification

ITIL and ITSM/BSM compliant

Tool set extensible to other ITIL service management processes and databases (CMDB, incidents, change control, etc)

Tool set extensible to other data sources containing business volume measures, growth forecasts, application usage statistics, load test results, etc.

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How do we measure ourselves? With KPIs & Metrics

Tool Coverage & Licensing License usage

Installations & compliance

Service Usage & Penetration Monthly health check usage by Community

Issues & risks by Community

Productivity, Practicality, & Effectiveness Issues & risks volumes – open, closed, in progress

Recommendations implemented

Tool Coverage

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2,000

4,000

6,000

8,000

10,000

12,000

14,000

16,000

18,000

Total Channel Unassigned

Corp IS Corp TGS Corp TIS EFO Lending Retail Wholesale

Wells Fargo - OVPA CoverageDecember 2009

Total Server Count

Exemptions

Servers Collecting - OVPA

Servers Collecting - OVO

Outstanding

Tool Licensing

14

-

5,000

10,000

15,000

20,000

25,000

30,000

Jul-

09

Se

p-0

9

No

v-0

9

Jan

-10

Ma

r-1

0

Ma

y-1

0

Jul-

10

Se

p-1

0

No

v-1

0

Co

un

t

HP Open View Performance Agent License Counts & Forecasts

Servers w/Agent

Servers w/Data

Licenses

Forecast Sep-10 Retained LWB

Forecasting starts Feb '10

Service Usage & Penetration

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Productivity, Practicality, & Effectiveness

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Out of Scope Servers - LWBAuto Exemptions

1) All VMWare guests (rooms) are exempted. Their data is collected at the VMWare ESX host (hotel) level.

2) By the following tables:

Community Locations Oses Roles Server TypesEvergreen EVERGREEN DR Apple Critical Workstation Blade Chassis

EVERGREEN INVESTMENTS Blade Chassis Lab Hardware Domain Controller ServerSEAGRAMS BUILDING Fujitsu Chassis Lab Hardware- Isolated Network Domain Name Server

Fujitsu SMC LOB Config File and Print Services ServerHP Superdome Chassis Powered Off DR File ServerIBM Chassis Pre-Implementation Finance Center ServersIBM HMC SA Config FTP/NDM/File TransferMP-RAS Spare (Decommissioned) Grid ServerNetApp Standard (unallocated) HMC ServerNetware Workstation HP Ignite ServerVIO HP Physical Server (No OS)VxWorks HP System Management System

IBM Physical Server (No OS)Jump ServerKeon MasterLog ServerPrint ServerSAN Manager ServerSun Physical Server (No OS)Telephony ServersTeradata Administrative WorkstationTeradata ChassisTerminal ServerTSM Backup ServerVIO Server

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Plans for 2010 Engagement model & communication plan

Reporting & analysis expansion Virtualization analysis – VMware & AIX

Proactively identify virtualization candidates

Utilization & performance dashboards (DC, LOB, …)

New service – future health projections

More work in KPIs & metrics Service quality & usage

Team productivity & efficiency

Marketing deck

Analyst handbook