Workload Management BMO Financial Group Case Study

IRMAC, January 2008

Sorina Faur , Database Development Manager

BMO Information Governance & Quality2

BMO Information Management

Corporate and presenter background WLM case study

System profile Business goals WLM configuration

Other points

Agenda

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BMO Information Management

Founded in 1817 as Bank of Montreal, Canada’s first bank:

• BMO Financial Group is a highly diversified financial services provider.

• BMOFG offers clients a broad range of personal, commercial, corporate and institutional financial services across Canada and in the United States through BMO Bank of Montreal, BMO Nesbitt Burns, Harris Nesbitt and our Chicago-based subsidiary, Harris Bank.

• Total assets of $306 Billion at January 31, 2006

• More than 33,000 employees

Corporate Overview: BMO Financial Group

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BMO Information Management

Award Winning Center of Competence for the Data Warehousing and Business Intelligence Solutions in BMO Financial Group Develop & manage core data warehouse and data marts

environment

• 10+ years of experience Manage Business Intelligence competency across our various Bank

businesses Provide and ensure information governance and quality standards

are in place across the enterprise 150+ staff, 100+ contractors

Information Management Group at BMO Financial Group

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BMO Information Management

Database Development Manager in Information Management Group. The team of 12 DBAs, provides support for Data Warehouse and Datamart environments varying from 100 GB to 10 TB of data for BMO Financial Group.

Area of expertise includes performance tuning and database design of large databases for BI applications.

IBM Certified Advanced Database Administrator IBM Certified Solution Designer – DB2 Business Intelligence

Presenter Background

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BMO Information Management

1 Data Warehouse

20+ Data Marts

40+ source system feeds

Supporting multiple lines of businesses

Canada and US

Customer profitability, Marketing, Campaign management

Finance Profitability & Reporting

Risk Management & Basel

Fraud Detection & Anti-Money Laundering

Statutory Reporting

BMO Information Management Environment

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BMO IM Technical Production Environment

BCU – Balance Configuration Unit 8 data nodes (60 TB disk) 2 admin nodes

Servers 6 P690 (16CPU to 32CPU) 3 P595 (16CPU to 48CPU)

Disk Subsystems IBM ( total 100 TB) EMC

DBMSs DB2 ESE PDF V8.2, 9.1 Oracle SQL Server

Data Integration… Ab Initio for ETL Informatica for ETL IBM Intelligent Miner Scoring Peoplesoft Promod for DB2 Trillium

Information Access Microstrategy, SAS MS Access, MS Excel, MS

Reporting Services Web Focus, Cognos UNICA, Crystal Reports

Metadata CA Metadata Repository

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“NEWDB” database on new BCU platform Next generation data warehouse platform Consolidates legacy stand-alone data marts Addresses emerging business needs

Business details Customer Environment Insight include the following business units:

• Customer profitability analysts

• Customer segmentation and modeling analysts

• Marketing and campaign management staff Technology details

DB2 LUW 9.5, including new WLM capability

• IBM BCU platform

• 64+8 CPU, 60 TB storage

System Profile

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1. Allocate limited resources among multiple business units

2. Change resource allocation on a schedule according to day of month

3. Protect against extremely high cost inefficient queries

4. Prevent excessive concurrency of large queries from monopolizing the system

Business Goals

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BMO Information Management

WLM in DB2 9.5 Part of the database engine Define work categories by application, user group, user ID Define execution environments and route work categories to its execution

environments (DB2 service classes and AIX service classes) Control and monitor execution environments via thresholds.

BMO WLM configuration Work categories (with different WLM controls)

• One category per business unit (so can control each one separately) Controls per work category:

• Set a target number of CPU shares per group (for Goal 1)

• Increase CPU share for a business unit on days when it has high priority reports (for Goal 2)

Database-wide controls:

• Set a threshold to stop requests that exceed a very high estimated cost (for Goal 3)

• Set a concurrency limit on large queries (for Goal 4)

WLM Implementation

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Strong relationship between WLM and Monitoring Business not aware of resource consumption by different

dimensions:

• Time hierarchy

• Application and application hierarchy including ad-hoc vs pre-defined work, data mining tools vs reporting

• User and user hierarchy including roll up by business unit

• Workload complexity Need to understand resource usage patterns Collect and analyze data for optimization opportunities Collect and analyze data for capacity planning and forecasting

Other Points