These materials are © 2017 John Wiley & Sons, Inc.

Any dissemination, distribution, or unauthorized use is strictly prohibited.

 Cloud Data
Management

Druva Special Edition

by Faithe Wempen

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
 Cloud Data Management For Dummies®, Druva Special Edition
Published by
John Wiley & Sons, Inc.
111 River St.
Hoboken, NJ 07030‐5774
www.wiley.com
Copyright © 2017 by John Wiley & Sons, Inc., Hoboken, New Jersey
No part of this publication may be reproduced, stored in a retrieval system or transmitted in any
form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise,
except as permitted under Sections 107 or 108 of the 1976 United States Copyright Act, without the
prior written permission of the Publisher. Requests to the Publisher for permission should be
addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ
07030, (201) 748‐6011, fax (201) 748‐6008, or online at http://www.wiley.com/go/permissions.
Trademarks: Wiley, For Dummies, the Dummies Man logo, The Dummies Way, Dummies.com,
Making Everything Easier, and related trade dress are trademarks or registered trademarks of
John Wiley & Sons, Inc. and/or its affiliates in the United States and other countries, and may
not be used without written permission. Druva and the Druva logo are trademarks or registered
trademarks of Druva, Inc. All other trademarks are the property of their respective owners. John
Wiley & Sons, Inc., is not associated with any product or vendor mentioned in this book.

LIMIT OF LIABILITY/DISCLAIMER OF WARRANTY: THE PUBLISHER AND THE AUTHOR MAKE NO

REPRESENTATIONS OR WARRANTIES WITH RESPECT TO THE ACCURACY OR COMPLETENESS OF
THE CONTENTS OF THIS WORK AND SPECIFICALLY DISCLAIM ALL WARRANTIES, INCLUDING
WITHOUT LIMITATION WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE. NO WARRANTY
MAY BE CREATED OR EXTENDED BY SALES OR PROMOTIONAL MATERIALS. THE ADVICE AND
STRATEGIES CONTAINED HEREIN MAY NOT BE SUITABLE FOR EVERY SITUATION. THIS WORK IS
SOLD WITH THE UNDERSTANDING THAT THE PUBLISHER IS NOT ENGAGED IN RENDERING
LEGAL, ACCOUNTING, OR OTHER PROFESSIONAL SERVICES. IF PROFESSIONAL ASSISTANCE IS
REQUIRED, THE SERVICES OF A COMPETENT PROFESSIONAL PERSON SHOULD BE
SOUGHT. NEITHER THE PUBLISHER NOR THE AUTHOR SHALL BE LIABLE FOR DAMAGES ARISING
HEREFROM. THE FACT THAT AN ORGANIZATION OR WEBSITE IS REFERRED TO IN THIS WORK
AS A CITATION AND/OR A POTENTIAL SOURCE OF FURTHER INFORMATION DOES NOT MEAN
THAT THE AUTHOR OR THE PUBLISHER ENDORSES THE INFORMATION THE ORGANIZATION OR
WEBSITE MAY PROVIDE OR RECOMMENDATIONS IT MAY MAKE. FURTHER, READERS SHOULD BE
AWARE THAT INTERNET WEBSITES LISTED IN THIS WORK MAY HAVE CHANGED OR DISAPPEARED
BETWEEN WHEN THIS WORK WAS WRITTEN AND WHEN IT IS READ.

For general information on our other products and services, or how to create a custom For Dummies
book for your business or organization, please contact our Business Development Department in the
U.S. at 877‐409‐4177, contact [email protected], or visit www.wiley.com/go/custompub. For
information about licensing the For Dummies brand for products or services, contact
BrandedRights&[email protected].
ISBN 978‐1‐119‐41943‐3 (pbk), ISBN 978‐1‐119‐41944‐0 (ebk)
Manufactured in the United States of America
10 9 8 7 6 5 4 3 2 1

Publisher’s Acknowledgments
We’re proud of this book and of the people who worked on it. For details on how to create
a custom For Dummies book for your business or organization, contact info@dummies.
biz or visit www.wiley.com/go/custompub. For details on licensing the For Dummies
brand for products or services, contact BrandedRights&[email protected].
Some of the people who helped bring this book to market include the following:

Project Editor: Martin V. Minner Business Development Representative:

Executive Editor: Katie Mohr Karen Hattan
Editorial Manager: Rev Mengle Production Editor: Antony Sami

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
 Introduction
Y our company owns a lot of data. A lot. And it’s probably
scattered all across the country, or all over the world,
on hundreds of servers, desktops, laptops, tablets, and cloud
storage applications, so it’s difficult to get at quickly.

As a business leader, you might think wistfully of the days

when all the data was on the main server, and everyone sat
quietly at their desks and accessed it. Protecting data was
simpler back then, and so was analysis. When everything was
stored in one place, you didn’t have to worry about sensi-
tive data going out on inadequately secured mobile devices
or how to comply with data privacy and legal requirements.
When data was all behind the same firewall, antivirus pro-
grams could watch out for malware‐causing email attach-
ments. Life was simpler back then.

For better or for worse, though, today’s business world is

mobile, decentralized, and constantly in motion. No amount of
IT regulation is going to make the company safe from threats
like malware, data leaks, data regulatory lapses, storage cor-
ruption, and other potential hazards. Your employees need
the freedom to use cloud applications, mobile devices, Wi‐Fi
hotspots in foreign countries, and all the other decentralized
services.

What if you could allow your employees to keep doing what

works for them, but your critical business data would be fully
protected, and visible all the time to those who need it? What
if the collection of all data, across all devices, happened non‐
intrusively and automatically, without the need for IT inter-
vention? What if you could maintain historical archives of all
data for any amount of time? What if you could instantly view,
search, and roll back to earlier versions quickly and easily
whenever data disasters like a server failure, or malware,
struck a system?

Those aren’t theoretical what‐ifs, but reality, when you imple-

ment a cloud data management system. And in the rest of this
book, I fill in the details about that.

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
2 Cloud Data Management For Dummies, Druva Special Edition 

How This Book is Organized

As with other For Dummies books, this book doesn’t assume
that you’ll begin on page one and read straight through to the
end. Each chapter is written to stand alone, with enough con-
textual data provided so that you can understand the content.

Chapter 1: What is Data

Management?
This chapter explains some basic information management
concepts. You learn what your company’s most valuable
resource is (hint: It isn’t your people), the difference between
data and information, and how the classic silo‐based model of
data storage that grows organically in most companies isn’t
necessarily the best model.

Chapter 2: Modern Data

Management with the Cloud
In this chapter, you learn the basics of how cloud data manage-
ment works. You investigate the benefits of centralized access,
searches, backups, and analysis, and look at some of the ben-
efits you get with cloud data management that aren’t available
with other approaches.

Chapter 3: Backup and Disaster

Recovery
You probably already have some sort of backup system in
place, but is it the best one for your needs? This chapter
addresses traditional backups and their limitations, and then
compares them to the cloud data management approach for
both servers and end‐user data.

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
  Introduction 3
Chapter 4: Accessing and
Analyzing Data
This chapter explains how traditional data analysis falls short
by looking at an example scenario where an executive must
gather data from multiple branches for a legal inquiry. I show
you how a cloud‐based system makes a lengthy and arduous
task into a simple matter of a few mouse clicks.

Chapter 5: Minimizing Data Risks

This chapter looks at the many threats to your data’s safety
and integrity, from unhappy employees to insidious malware
such as ransomware. You learn how cloud data management
can help minimize those risks, as well as assist in preparing
for legal and regulatory challenges.

Chapter 6: Ten Reasons to Use

Cloud Data Management
This quick and easy list outlines ten benefits of cloud data
management compared to traditional data management
models.

Foolish Assumptions
This book assumes that you are a decision‐maker responsible
for the health and profitability of a medium‐to‐large business.
It further assumes that you aren’t fully satisfied with your
company’s data management performance. Maybe you wish
you had easier access to the data from branches, or from indi-
vidual user devices. Or perhaps you are worried about what
potentially expensive shortcomings might be discovered if
your information systems were audited for regulatory compli-
ance. At any rate, I assume that you’re interested in hearing
about a better, more cost‐effective way to manage your data.

However, the book doesn’t assume that you know anything

about computer hardware or software. This isn’t a book for

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
4 Cloud Data Management For Dummies, Druva Special Edition 

techies. If you like what you read here, and you want to learn
more about cloud data management, Druva will be glad to con-
nect your tech people to their experts, who will answer your
team’s in‐depth questions about how things work.

Icons Used in This Book

The Remember icon marks important facts that are worth
adding to your memory. Look for this icon next to key para-
graphs containing essential facts.

The Tip icon identifies useful information that can help you
deliver better results — or simply make your life a little less
complicated.

The Warning icon guides you around common pitfalls and

dangers. Be safe.

Where to Go From Here

Just start reading! You can use the Table of Contents as a
guide, or my description of the chapters in this Introduction.
If you are in a hurry and just want the “elevator pitch” on
cloud data management, start with Chapter 6! Then review
the earlier chapters at your leisure to learn the details behind
Chapter 6’s main points.

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
 Chapter 1
What is Data Management?
In This Chapter
▶▶Your most valuable asset
▶▶Silos versus centralized: models of data management

I n this chapter, you find out what data management is

and learn the difference between data and information.
I explain the traditional data management model that many
companies arrive at organically as they grow — the silo
approach — and point out some of its limitations and draw-
backs. Then I introduce you to a more modern and desirable
model — the cloud.

Your Most Valuable Asset

Picture, if you will, the worst disaster you can imagine that
could possibly befall your company. What would be the most
difficult situation to recover from? Your headquarters burn-
ing down? Your entire senior management team resigning? An
international media blitz that spotlights a major flaw in your
flagship product? As bad as any of that would be, companies
have bounced back from all these situations.

No, the worst thing that could happen to your company would
be the loss of all its digitally stored data. Customer contact
databases, product inventories, personnel and payroll data,
the company website, email systems . . . all wiped out. Go
ahead, shudder at the thought. You know it’s true.

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
6 Cloud Data Management For Dummies, Druva Special Edition 

I tell you this not to scare you, but to point out something that
you already instinctively know: data is your company’s most
valuable asset. Your company’s data has been gathered over
the course of many years, with the contributions of hundreds
or thousands of people. Replacing it could take years, and
cost millions of dollars.

Data is critical for three main reasons:

✓✓The negative consequence of losing it: Customer,

employee, product, and sales data is all critical.
Safeguarding it allows the company to continue with
“business as usual,” without any interruptions.
✓✓The risk of lost revenue, lost productivity, and even
lawsuits if sensitive data is not properly safeguarded:
Knowing your data — what, where, and who has access
to it — is essential to responsible data stewardship.
Whenever customers trust you with their personal data,
your company had better make sure it doesn’t end up in
the wrong hands. If government regulations are involved
in the use and storage of that data, the potential conse-
quences are even more dire.
✓✓The positive benefit of being able to analyze company
data for better decision making: Data management
enables you to move beyond “business as usual” into
new strategies and ventures that your company’s own
data suggests. Many businesses become so mired in day‐
to‐day operations that they forget what a goldmine they
have in their data files. Mining that data to find trends
and opportunities can make the difference between good
and great strategic planning.

Safeguarding your data

Cloud data management provides three key benefits: improv-
ing backup and disaster recovery, making it easier to access
and analyze data, and minimizing the risks of data loss and
improper data handling. Each of these topics is covered in
an upcoming chapter. As Figure 1‐1 shows, backup, recovery,
and disaster readiness are crucial to your cloud data manage-
ment efforts.

Realistically, your company is likely never going to lose

all its digital data. You have backups, after all, and built‐in

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
  Chapter 1: What is Data Management? 7
r­ edundancy in your most critical data storage areas. You have
an IT department, with plans in place for disaster recovery.

However, safeguarding data isn’t nearly as simple — or as

foolproof — as it used to be. New threats are springing up
every month, including some dangers that IT departments
of a decade ago could not even conceive of. A company
whose data protection scheme is still relying on simple
server‐to‐tape backups or other older technologies can
quickly find itself in a world of trouble when faced with these
new threats.

Figure 1-1: Cloud data management.

To name just a few examples:

✓✓New threats involving ransomware, where malware

infects one or more systems and holds the data for
ransom until you pay
✓✓A disgruntled employee making malicious changes to a
database that aren’t discovered until much later, after
they’ve caused the company significant embarrassment
✓✓The irreplaceable data that exists only on individual man-
agers’ cell phones and tablets, outside of the company’s
backup system

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
8 Cloud Data Management For Dummies, Druva Special Edition 

✓✓Adhering to global data regulations, like the EU’s General

Data Protection Regulation (GDPR) or the Health
Information Protection and Accountability Act (HIPAA),
that pose significant fines for sensitive data being com-
promised and not properly managed

Making the most of your data

Of course you want your data to be safe. That’s a given. But
if you’re forward‐thinking, you also want your company’s
data to be readily available for search and analysis. All the
data, from the product catalog stored on a virtual machine
in the basement of your headquarters to the contact list on a
salesperson’s phone as he or she travels to an international
meeting. After all, what good is all that data if you can’t read-
ily access it?

Think about your company’s current data storage and data

management systems. Your company owns a lot of data, and if
you could mine it effectively, you would have a powerful tool
for responding to compliance and legal inquiries as well as
business decision‐making. Unfortunately, though, most compa-
nies don’t do anything with data other than hoard it, which cre-
ates inherent risks to the business as well. There is no central
repository that an analyst or executive could query to get data
because the data is decentralized, stored on dozens or hun-
dreds or thousands of individual computing devices.

To make the most of your data, it ought to be:

✓✓Available 24/7 to anyone who needs it

✓✓Historically cached, so that trends over time can be
identified
✓✓Fully and automatically indexed for ease of access
✓✓Tagged and categorized with metadata, to simplify
searches and filtering
✓✓Version‐managed, so that duplicate or outdated copies
don’t create confusion
✓✓Easily and reliably curated, so that data can be purged
from multiple locations to ensure privacy, data integrity,
and regulatory compliance

Does your current data management model offer those

capabilities?
These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
  Chapter 1: What is Data Management? 9

Models of Data Management

Every company’s data management systems are different, but
they all fall into one of two basic structures:

✓✓Silo: Each branch, department, or even individual worker

maintains a separate storage system. The systems may
be networked, but the data’s physical location is still an
important factor in locating and using it.
✓✓Federated: All data is available anywhere. The physical
location of the data is irrelevant, because anyone with
the appropriate permissions may access it from any-
where in the world, at any time.

The silo approach

The silo approach to data management is the traditional, clas-
sic approach. A company typically arrives at this structure
organically as it grows. For example, a small business may
begin with one server and one location, and then add branch
offices. Each branch office needs a server, so now there are
two data silos, each self‐contained. Then each salesperson
needs on‐the‐road access, so a shared online drive is created.
Now there are three silos. Then Human Resources wants its
own separate server, citing privacy concerns. Now there are
four silos. Each salesperson gets a tablet and a phone. Now
each employee’s individual Microsoft or Google account is its
own mini‐silo. You get the idea — before long, a company’s
data systems are a jagged skyline of individual data silos,
none of which are more than tangentially connected to one
another.

This approach works all right for the most part, in the way
that small‐town governments work all right without any state
or federal oversight. Workers grind through their daily activi-
ties, and money gets made, and minor problems get discov-
ered and solved. Maybe a server crashes and is restored from
a backup. Maybe someone’s iPhone dies and the data has to
be reloaded. Maybe the HR director’s laptop gets a virus and
a couple of personnel records have to be restored from an
archive. But life goes on.

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
10 Cloud Data Management For Dummies, Druva Special Edition 

The silo approach has some drawbacks and limitations,

though. This approach, while it is “basically okay” for daily
operations, has some endemic problems, such as these:

✓✓No easy way to locate data: Because there are so many

places data can be stored, quickly locating a given piece
of data can be difficult.
✓✓Multiple file versions: In the course of everyday busi-
ness, people email files back and forth, upload and down-
load to shared drives, and even transfer files wirelessly
from phone to phone.
✓✓Rampant duplication: When each individual silo is backed
up separately, your data has a great deal of redundancy.
✓✓Inconsistent levels of protection: Without one central
data store, it isn’t a sure thing that all the data — in all
the various silos — is adequately protected in the event
of a large or small data loss.
✓✓Nobody watching for problems: Without a central repos-
itory of data, you have no way to monitor data across the
organization.
✓✓Complicated governance: If your company needs to
ensure compliance with internal or external regulations,
apply a retention policy, or place a certain user’s data on
legal hold, having a variety of data repositories presents
huge complications.

The traditional “silo” approach has some significant limita-

tions. An organization may have grown up with this approach
organically, but at some point (and that point is actually
sooner than most organizations assume it is), the silo model
ceases to be sufficient or a good value.

The federated approach

Taking a federated approach to data management helps over-
come many of the drawbacks of traditional silo ­systems out-
lined in the previous section, and a cloud system is one of the
best ways of achieving this federation.

A cloud is a secure computing environment that users

access online. The cloud can offer storage, processing power,
­applications — nearly anything that a physical computer can
offer, but can scale on demand to meet any storage and com-
putational needs. Cloud‐based data management has many
These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
  Chapter 1: What is Data Management? 11
advantages over the traditional silo approach, addressing
most of the problems I pointed out in the previous section.

The word cloud is actually a very good metaphor, because a

cloud is:

✓✓Somewhere “out there” in the wide‐open space of the

online world, rather than tied to one physical location
✓✓Viewable and accessible from many locations at once
✓✓Variable in size and shape, with no fixed borders

Similarly, cloud storage is not tied to a physical location. This

is a very attractive feature for companies with multiple branch
offices all over the country or all over the world. Whereas a
particular silo exists in a specific office, which might or might
not be open when you need its data, a cloud service is always
equally close at hand, no matter where you are.

In silo‐based storage, if a company needs to gather files for

a legal request, someone scours each individual system to
locate the required files, including physically obtaining and
copying devices that may be deployed remotely. In contrast,
when using cloud to federate data en masse, multiple parties
can have immediate access to the most up‐to‐date data at
a moment’s notice. Chapter 4 contains a use case that illus-
trates this advantage in more detail.

If you store all your data in a cloud, rather than in individual silos,
you can work with that pool of data as a federated whole. You
can analyze it for trends, opportunities, and potential threats,
you can back it up, you can search it, and you can expand or
contract the available space to meet the company’s needs.

Cloud storage is infinitely scalable. With cloud‐based storage,

you never run out of storage space or processing power.
The provider allocates or contracts resources as needed auto-
matically, making your compute and storage pool fully elastic.
When your company is smaller and needs less, you pay less. As
it grows and needs more, your cost increases only incrementally.

Don’t worry if you don’t quite understand clouds fully just yet.
Chapter 2 explains how it all works in more detail. For now,
just know that a cloud‐based data management system makes
all data available online, all the time, regardless of its original
storage location, and that makes for more ­flexible, secure, and
easy‐to‐manage data.

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
12 Cloud Data Management For Dummies, Druva Special Edition 

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
 Chapter 2
Modern Data Management
with the Cloud
In This Chapter
▶▶Cloud basics
▶▶How centralized data management works
▶▶What centralization means for data protection and governance

I n this chapter, I explain how a cloud‐based data manage-

ment system works, and how it can benefit an o ­ rganization.
You also find out the differences between software, platforms,
and infrastructures as cloud services. If you’re still a little
fuzzy on this whole “cloud” concept, this chapter should help
clear up the confusion.

This chapter also outlines the basic concepts involved in

cloud‐based data management. You learn how a cloud sys-
tem’s ability to retain a single secondary copy of each file
pays off in terms of search, backup, archiving, governance,
analysis, and risk awareness.

Understanding Cloud Services

As I explain in Chapter 1, a cloud is a secure computing envi-
ronment that’s based online. Many types of cloud services
exist, from simple applications to full‐featured software
environments that support every aspect of a company’s IT
activities.

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
14 Cloud Data Management For Dummies, Druva Special Edition 

A company (or individual, for that matter) can employ a cloud

service in any of these ways:

✓✓Software as a service (SaaS) allows IT to provide access

to applications from the cloud, rather than running them
on their own internal systems. Most services also provide
file storage.
✓✓Platform as a service (PaaS) provides a cloud‐based
operating system on which companies can deploy their
own applications, which they can then offer to their
customers.
✓✓Infrastructure as a service (IaaS) provides the cloud
resources that enable platform customers to create and
control their own platforms.

Your employees are probably already using one or more soft-

ware as a service (SaaS) applications for handling business
data. It’s common for end‐users to store and share files using
systems like OneDrive, Dropbox, and Google Drive, and to
use online applications like Microsoft Office Online. Although
these systems are handy, and can help end‐users be more
productive in their daily work, they don’t do much for a com-
pany’s overall data management. In fact, when users store
files in individual online silos like these, they can hinder the
company’s efforts to keep track of data (unless you’re using
an data management platform that is aware of SaaS applica-
tions and can interface with them).

Many cloud‐based services are more complex than simple

applications, though — they are entire integrated cloud
stacks, typically referred to as being cloud‐native. The inte-
grated data management solution that Druva offers, for exam-
ple, tightly binds elements of all three layers to optimize how
data is captured and stored, how it is made available, and
how it can be interconnected with other systems.

These integrated cloud systems, in turn, work with an

­infrastructure as a service (IaaS) provider that supplies and
maintains the hardware. As with all computing systems,
clouds rely on underlying hardware to operate. An infra-
structure provider maintains huge rooms full of servers in
warehouse‐sized datacenters, all secured and protected using
the latest and most powerful technologies. These servers
combine their resources to create a giant pool of computing

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
  Chapter 2: Modern Data Management with the Cloud 15
resources, which can then be allocated dynamically to vari-
ous cloud‐native systems as needed. So even though hard-
ware is involved in cloud storage, it isn’t your responsibility.
You don’t have to buy the hardware, maintain it, protect it, or
worry about it.

There’s a lot more to know about cloud services, but the

preceding explanation should be enough to help you follow
along with the rest of this book. Just know that the kind of
enterprise‐wide data management service that this book out-
lines is a type of cloud service and platform, and that it offers
a suite of integrated tools on a common underlying data set
to accomplish a goal while freeing you from having to think
about hardware.

Cloud Data Management Basics

In the silo approach to data management, which you learn
about in Chapter 1, a company’s data is scattered across vari-
ous locations and storage types with no central oversight. The
data typically falls into these basic categories:

✓✓Datacenters: The main servers at the main location.

A few decades ago, it was assumed that all of the com-
pany’s important data would be stored here, but that’s
no longer the case in most organizations. The central
datacenter may use a combination of physical servers
and virtual machines.
✓✓Remote offices or regional datacenters: Often geograph-
ically distributed, operations at these locations are often
challenged by limited IT infrastructure, poor network
connectivity, and little or no on‐site IT staff.
✓✓Endpoints: These are individual user devices such as
desktops, laptops, tablets, and phones. Endpoints may
be corporate or personally owned, and can be highly
mobile, putting data at an increased risk of breach
or loss.
✓✓SaaS applications: The rapid adoption of applications
like Microsoft Office 365, Google Apps, and Box has
­challenged IT by introducing even more data sources to
protect and manage.

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
16 Cloud Data Management For Dummies, Druva Special Edition 

✓✓IaaS: Some organizations already rely on cloud provid-

ers for services like storage and database access, often
without realizing that the data will be without the same
comprehensive data protection they would demand if the
data were onsite.

Just as these disparate data silos create inefficiencies in the

data management process, so does the lack of a single control
plane. Multiple data sources don’t simply mean more reposi-
tories to protect and manage — they also mean more data
sources to monitor for compliance, and more places to search
across when doing electronic discovery.

So what’s the solution? In a word: federation. You bring

together copies of the data from all sources, and use metadata
and full‐text indexing to turn it into meaningful, searchable
data.

At this point, maybe you’re thinking something like this: It’s

a nice idea, but moving everything to the cloud would cause a
massive disruption that we’re not prepared for. There’s no way
my branch offices are going to give up their servers. And I’ll
have to pry that iPhone out of my assistant’s cold, dead hands.

But wait — nobody said anything about giving up your cur-

rent methods. A cloud‐based data management platform
works with your current data systems; it doesn’t replace them
across the board. It mirrors, indexes, and tracks all your exist-
ing content so that the content can be accessed and acted
upon, from the cloud, at any time.

Over time, you might find that certain data is better off stored
solely or primarily in the cloud, where it’s safe and always avail-
able, but you don’t need to make any dramatic changes to take
advantage of cloud‐based data management.

Centralized access and visibility

When your organization implements cloud‐based data man-
agement, the provider collects and consolidates raw and
extended metadata from various sources, such as file servers,
virtual machines, endpoints, and SaaS applications, to create
a single secondary copy in the cloud. This copy can be used
for multiple purposes, and is automatically updated by the
system to capture changes.

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
  Chapter 2: Modern Data Management with the Cloud 17
That paragraph contained a lot of data, so I’ll consider it
piece‐by‐piece:

✓✓The provider creates a single copy of each file in the

cloud. That means if your organization had multiple iden-
tical copies scattered across a dozen devices, the cloud
stores only one copy. Eliminating duplication in this way
is called deduplication. It’s a key factor in minimizing your
storage volume and the associated cost.
✓✓The copy in the cloud is secondary. That means the
primary copy — the original — remains where it started.
The process of storing the secondary copy in the cloud is
invisible to the end‐user and the existing processes.
✓✓The platform collects and generates metadata.
Metadata means data about data. The metadata for a file
includes its type, size, owner, date created, date modi-
fied, and any keywords or subject lines. Metadata is
important for searching and categorizing files so you can
easily find what you need.
✓✓The data can be accessed for multiple purposes.
For example, suppose HR wants to ensure that Social
Security numbers, which pose a risk to the business,
aren’t stored anywhere that could result in a potential
breach of that data. Cloud data management services
enable the business to search across the full set of data
to identify the applicable files and the systems where
they are stored, so that appropriate security measures
can be put into place.

Centralized backups and archives

In the traditional silo approach, the various locations and
media each might have its own backup system. For example,
each branch office might have its own backup software for
its servers, running incremental backups each night and full
backups once a month. In addition, each endpoint device might
have its own separate backup, such as employee iPhones back-
ing up to iCloud and laptops using a third‐party backup utility
to back up data to a branch server. Although such systems may
provide basic data protection, they’re difficult to administer,
and nearly impossible for IT staff to adequately monitor.

The federated system I describe earlier in the chapter not

only simplifies and unifies backup; it also makes it more

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
18 Cloud Data Management For Dummies, Druva Special Edition 

­ omplete and comprehensive. Redundant backup copies

c
aren’t necessary anymore, because those golden secondary
copies of all files are already on the cloud, and the cloud itself
is well protected with built‐in redundancy by the infrastruc-
ture provider. All your system and device data are synchro-
nized at regular intervals of your choosing, so it’s never out of
date. I talk more about backups in Chapter 3.

The same goes for long‐term data storage (commonly called

archiving). Beyond the backups needed to guard against data
loss, your company may need to archive previous versions of
files, perhaps for years or even decades, for regulatory and
internal compliance, legal and e‐discovery support, and his-
torical analysis. Archived data is traditionally stored on disks
or tapes, but these media are unreliable in the long run, sub-
ject to damage and deterioration. The same cloud system that
retains the current golden secondary copies of all files can
also easily be configured to store as much historical data as
you need. Chapter 3 delves into this subject in greater detail.

Centralized searches
Looking for a particular contract or spreadsheet? With cloud
data management, you can instantly search the full text of
all files in the entire enterprise for that particular contract
number, client name, or keyword. The files may have been
copied from various locations or storage types, but all of that
is irrelevant to your search.

When a secondary copy of a file is collected or modified, the

platform updates its metadata in real‐time, including a full‐text
index. That means it creates an index of every instance of
every word in every file. So even if you only remember one
word that was in the file, you can still find it. (Of course, the
search results may be quite a long list if you’re looking for a
common word.)

Comprehensive indexing and meta‐tagging comes in handy

not only for run‐of‐the‐mill internal searches, but for more
formal situations, such as when doing electronic discovery, or
e‐discovery (the process of locating and analyzing data that is
relevant to a legal action). I talk more about e‐discovery and
other kinds of searching in Chapter 4.

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
  Chapter 2: Modern Data Management with the Cloud 19
Centralized governance
In the context of data management, governance means apply-
ing policies that affect the way the data is stored, managed,
protected, and made available. Every business has its own
policies and principles on these matters. Some of these poli-
cies are internal decisions, but many are mandated by outside
agencies, government regulations, court rulings, and industry
standards. I look at governance in more detail in Chapter 4.

When all enterprise data is federated, governance can also

be centralized. Executives don’t have to worry about inconsis-
tent policies across branches, or inconsistently applied cor-
porate policies, causing embarrassment, inconvenience, legal
challenges, or worse. Companies can:

✓✓Increase visibility into business data dispersed across

laptops, desktops, servers, mobile devices, and cloud
applications
✓✓Ensure compliance with all applicable regulations for
auditing, investigation, and e‐discovery needs
✓✓Fine‐tune security and privacy settings for different
kinds of data, different data residency requirements, and
different user roles
✓✓Protect data on remote devices with geo‐location, remote
wipe, enforced encryption, and other security features.

Centralized analysis and risk

awareness
When your company’s data is completely visible to those
who need to see it, it opens up a whole new world of analysis
capabilities. Companies can identify trends and patterns that
may point to threats, risks, and opportunities that might not
otherwise be apparent.

Many enterprises analyze data in a reactive way, when legal

or compliance teams inquire after an “uh-oh” event or some
other data loss incident occurs. But with a federated cloud
data management system, proactive compliance monitor-
ing can be applied to assess data at rest, where it resides on
devices or services. Full‐text data indexing means companies

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
20 Cloud Data Management For Dummies, Druva Special Edition 

can look deeper, beyond metadata, and dive into the data
in the files. They can identify files that contain intellectual
property, personal health information, personally‐identifiable
information, or other data buried within unstructured data
sources that shouldn’t be allowed to escape into the wild.

Data can also be monitored for anomalies using automated

templates, so it doesn’t require painstaking human analy-
sis. For example, a template can trigger a warning if a large
number of files are renamed or deleted within a certain time
period, which could indicate a malware attack or rogue
employee activity.

Cloud‐Native Technology
Cloud‐native means your technology is built from the ground
up to leverage the benefits of the cloud. A true cloud‐native
data management approach doesn’t simply cobble a cloud
connection onto existing management systems. A cloud‐native
approach takes advantage of the unique features of a cloud to
manage data in smarter, tighter, more ­efficient ways than were
ever possible with traditional data management systems.

Because it does not require an intermediary layer between

older deployments and a gateway appliance, a cloud‐native
approach eliminates bottlenecks, boosting both performance
and availability. This type of approach also offers versatility,
allowing enterprises to use it as a convergence point for other
important activities. It doesn’t use cloud storage as the tech-
nological equivalent of a warehouse; rather, the data can be
used for many purposes, including backup, disaster recovery,
and legal investigations.

In this chapter, you learned how cloud data management

works, and how it both simplifies and enhances an enter-
prise’s ability to protect, archive, search, govern, and analyze
its data. The upcoming chapters look at some of these bene-
fits in more detail, starting with backup and disaster recovery
in Chapter 3.

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
 Chapter 3
Backup and Disaster
Recovery
In This Chapter
▶▶Traditional backups and their limitations
▶▶The cloud data management approach to backups
▶▶Backing up servers and end‐user data
▶▶Six backup musts

A s Chapter 2 shows, a cloud data management system

provides benefit in three main ways: protection/backup,
governance, and risk management. I address each of these in
its own chapter, starting with this one.

I don’t have to sell you on the value of having a comprehen-

sive IT disaster recovery plan that includes reliable, recent
backups, right? Being prepared for recovery of all types is just
good corporate hygiene, a prophylaxis against any number of
data loss horror scenarios. But how to best generate reliable,
usable backups and be fully prepared for disaster recovery?
Your current methods may not represent the best protection
and the best value.

In this chapter, I compare the traditional silo‐based backup

approaches that many companies have taken to the federated
approach offered by cloud data management. This data collec-
tion can also be used for data governance and analysis, as
I explain in Chapter 4.

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
22 Cloud Data Management For Dummies, Druva Special Edition 

Traditional Backups and

Their Limitations
The classic approach to backups has tended to mirror the
classic approach to data storage itself, which I describe in
Chapter 1. It’s based on discrete elements, or “silos.” Each
server, desktop, laptop, and mobile device has some sort of
backup mechanism, but they aren’t necessarily integrated, or
even harmonized. For example, the central office might have
a powerful backup appliance in its datacenter that handles all
the servers and desktop PCs in the building, but each branch
office might have its own completely different system that
doesn’t interface with the main one.

As you can imagine, this hodge‐podge approach to data pro-

tection is an administrative nightmare. But because backup
approaches grow organically along with the storage media,
your IT people might not notice that it’s creeping up until the
situation is really unwieldy. First it’s a couple of other small
backups besides the datacenter. Then it’s one per branch.
Then it’s one plus a few extra devices . . . and before you know
it, you need full‐time people at every branch who do nothing
but back up and secure data. And even then, there’s no fool-
proof way to ensure that nothing falls through the cracks.

Some legacy backup systems that protect multiple data silos

purport to be “cloud‐based,” but they are simply traditional
hardware‐based backup systems that tie into the cloud. You
get some cloud benefits from them but miss out on others.

For example, some legacy backup vendors require the use of a

gateway appliance to link on‐site systems with cloud systems.
Although this approach enables enterprises to govern the
flow of the data to the cloud, it creates other problems. The
gateway becomes a bottleneck both from a networking and
a reliability standpoint; if the gateway fails, backups to the
cloud don’t happen, nor can recoveries. In addition, such a
hardware‐based solution has no facility for ensuring dedupli-
cation of data across sites; it actually sends more data than is
necessary for secondary storage.

Another common option is the hosted model, in which the

cloud service provider essentially duplicates the on‐premises

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
  Chapter 3: Backup and Disaster Recovery 23
architecture of the client. The advantage of this route is primarily
an accounting one; switching from capital expenditure (CAPEX)
to operational expenditure (OPEX). This method, though in
the cloud, still requires on‐request capacity expansion, load‐­
balancing, redundancy, and all the other on‐premises consider-
ations, typically at a much higher total cost of ownership.

The Cloud‐Native Backup

As Chapter 2 shows, cloud‐native means your technology is
built from the ground up to leverage the benefits of the cloud.
With a cloud‐native approach, backup can be just one com-
ponent of a full data management system. Backup is feder-
ated across all the different data sources, the same way data
aggregation is. Backup is fast and lightweight on company
resources because cloud‐native models don’t suffer from
single‐point bottlenecks. Data can be gathered en masse, glob-
ally, with zero performance degradation.

Here are some of the major benefits to the cloud approach to

backup:

✓✓Stronger, more flexible data protection: With a cloud‐

based backup, you go far beyond simply moving raw
data files from one storage medium to another. Cloud
data management is intelligent. The cloud storage system
automatically catalogs and tracks extended metadata,
file movement, file name changes, and file data modifica-
tions. It can even provide early identification of ransom-
ware by looking at patterns of file changes.
✓✓Global availability and consistency: Centralized man-
agement of backup eliminates the use of legacy silos and
manual errors, making it easier for administrators to
manage policies and restore data. No matter what data
needs to be restored, you never have to wonder where it
is backed up or who is in charge of it. The data is simply
there.
✓✓Reduced infrastructure: You no longer need to plan for,
acquire, update, and manage hardware. Cloud provid-
ers manage this all for the organization and provide on‐
demand elasticity and scale.

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
24 Cloud Data Management For Dummies, Druva Special Edition 

✓✓Higher levels of security and compliance: Cloud backup

eliminates worrisome “what‐ifs” from the security picture,
providing higher levels of security overall. Cloud provid-
ers undergo significant security audits and generally must
meet far more stringent requirements than the average
business data center. Additionally, the global reach of the
cloud makes it straightforward to comply with data resi-
dency requirements. And, stored data is protected with
sophisticated encryption and data scrambling, and only
your trusted representatives can decrypt it.
✓✓Cost savings: Although backup and disaster recovery
are must‐have services, there’s no reason for them to
be in‐house services. A company can achieve significant
savings by outsourcing these to the cloud. Just imagine
that for a moment — never having to buy and maintain
backup hardware, or allocate personnel for performing
backups and preparing for data disasters. How much
could you save in hardware, IT personnel hours, and
maintenance? Likely at least 50 percent.

Types of Data Protection

Enterprises typically are concerned with protecting two kinds
of data via backups:

✓✓Servers: The entire content of a server is backed up as a

whole. If that server becomes unavailable for any reason,
whether it’s a dead hard drive or the datacenter burning
down, IT can recreate that server in its entirety by restor-
ing that backup data to a fresh computer.
✓✓User data: Data identified as valuable data is copied to a
backup location to preserve a secondary copy of it in the
event that something happens to the ­primary (original)
files.

Protecting Servers
When backing up servers, you consider the original location
of the data. That’s because if you ever need to restore that
data, the first question you’ll need to answer is “Which server
was it that failed?” Then, based on that answer, you’ll find and
restore the corresponding backup.

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
  Chapter 3: Backup and Disaster Recovery 25
Servers are backed up as overall images of the hard drives
at a certain moment in time, called snapshots. When some-
thing goes wrong with a server, you can restore to any
available snapshot. When you restore, you can restore the
entire snapshot — which wipes out whatever is on the hard
drive currently, replacing it with the image from the saved
­snapshot — or you can recover individual files and folders.

A snapshot‐based recovery system has many advantages.

For one thing, it’s quick — very quick, because the operating
system doesn’t have to work with a file system. It just dumps
the data into the hard disk, exactly as it was when the snapshot
was taken. If you are restoring individual files, it’s even quicker,
because you can avoid restoring data that was not lost.

Disaster readiness
In the case of a major failure, where hardware is damaged,
or a datacenter goes down, you won’t be able to restore the
snapshot back to the original location, and business opera-
tions will be disrupted. A cloud data management system
provides mechanisms for immediate failover to minimize
downtime, using cloud‐based disaster recovery (DR), and
instead quickly spin up a virtual instance of that server using
its snapshot at a moment’s notice to get business operations
back up and running.

Restoring from a previous snapshot can also recover a system

from viruses, ransomware, and other malware that a server
may have recently become infected with. That’s because
you’re taking the server back to an earlier point in time,
before the infection occurred. It’s like time travel, but for com-
puter data. By retaining multiple snapshots for each server,
you can go back to a variety of different points in time.

Druva’s product, designed to back up and protect servers,

unifies backup, disaster recovery, and archiving in the cloud,
removing the burden of legacy infrastructure from server
protection. It works with both physical servers and virtual
machines, and allows IT departments to quickly replicate and
spin up new systems for testing and development, all from
within the cloud.

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
26 Cloud Data Management For Dummies, Druva Special Edition 

Realistically, the likelihood of needing a particular snapshot

drops dramatically after 30 days or so. For maximum protec-
tion and flexibility, or to meet regulatory requirements, your
company might want to maintain months or even years of
snapshots, but storage space costs money.

Cloud‐native products save you money while keeping your

options open by storing the newest snapshots in fast‐access
cloud areas, and older snapshots in more economical cloud
areas that are slower to access. Data that’s 30 days old or
younger is considered hot data and is stored where it is easily
accessed. Data between 30 and 90 days old is considered
warm and is stored in mid‐tier storage. Data that’s more than
90 days old is considered cold data and is stored in the least
expensive archival areas. Data moves seamlessly between
storage locations according to pre‐configured policies; data
can easily be retrieved at any time from any location.

Protecting user data

Recovering user data is a more granular operation than the
wholesale wipe‐and‐replace of an entire server snapshot. You
can recover specific files or groups of files, in addition to the
entire device snapshot, and you can choose what historical
versions of them you want.

Druva’s product manages and ensures end‐user data availabil-

ity and data governance across endpoints and cloud applica-
tions. Data from cloud applications like Office 365 and devices
like laptops and phones is backed up. Policies are created by
IT that manage the file types and locations that are backed up,
and users can further refine these settings. If a device is lost
or stolen, Druva’s product enables you to remotely wipe any
sensitive data that is on it, as well as geo‐locate the missing
device.

Some of the ways that a cloud data management system can

help with user data backup and restore include:

✓✓Frequent, automated backups: Time‐indexed backups

of user data and user‐specific system and app settings
can be configured to occur at regular intervals (such as
every few minutes or hours), so a system can be easily
returned to its original state when problems occur.

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
  Chapter 3: Backup and Disaster Recovery 27
✓✓Immediate data access: Because it is cloud‐based, both
administrators and end‐users have immediate access to
data from anywhere.
✓✓Comprehensive coverage: Data can be backed up across
all end‐user data storage locations, including mobile
devices and cloud applications.
✓✓User‐friendly interface: IT admins can sign in to an easy‐
to‐use control panel to configure backups and restore
files and settings, with zero impact to users.
✓✓End‐user configurability: End‐users can take control of
their own backups by adding folders and self‐selecting
the data for backup. End‐users can also self‐restore data
and settings.

Six Backup Musts

I believe that cloud‐native backup systems are the way to go,
but some universal best practices for enterprise‐level back-
ups apply to any technology. Here’s a quick list of important
“musts” to consider, no matter what kind of backup and disas-
ter recovery systems you use:

✓✓Use off‐site storage: If you store your backups in the

same building as the computers they protect, and then
the building is destroyed, your backups aren’t going to
do you much good. A cloud‐based backup system is,
by definition, off‐site. Depending on your industry and
the regulations that govern it, local residency laws may
require you to store your backups in the same region as
your business. A cloud‐based system can be easily con-
figured to conform to such a policy.
✓✓Cover your remote sites and users: Important data isn’t
simply stored in your data center. Review your backup
plan to make sure that the solution you choose deploys
automatically to all end users who need protection.
✓✓Review the scope of your backup plan: You’re probably
protecting data files and email, but what about other
user‐specific data sets such as profiles, system and app
settings, and personal folders? Make sure that you are
backing up the important configuration and application
files that your users need to be productive, not only their
data files.

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
28 Cloud Data Management For Dummies, Druva Special Edition 

✓✓Assess backup frequency: How often are you backing

up? Every day? Every eight hours? Consider whether you
may need a more aggressive schedule, at least for certain
key users, to minimize productivity‐killing data losses.
✓✓Validate your retention policy: How long are you retain-
ing your backups? Review your policies, and if needed,
adopt a longer retention policy to meet internal objec-
tives, especially for key people and departments. You
may need a longer retention period to comply with legal
regulations as well; make sure your legal department is
looped in on this decision.
✓✓Reassess policies periodically: Although the preceding
measures might provide sufficient protection for the fore-
seeable future, I recommend that you revisit your backup
policies approximately every six months to ensure that
they meet your organization’s needs.

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
 Chapter 4
Accessing and
Analyzing Data
In This Chapter
▶▶What is data governance?
▶▶Traditional data governance and its limitations
▶▶The cloud approach

I f you’ve read Chapter 1, you know that data is your most

valuable resource. If you don’t have a way to efficiently
locate and extract the data you need, in a timely manner, you
aren’t making the most of your resources.

In this chapter, you learn how a cloud data management

system can make it easier to access and analyze data across
your entire organization.

What is Governance?
Every business has policies and procedures that determine
how it (and its representatives) behave. Some of these poli-
cies are internally generated, but many of them are mandated
by outside agencies, government regulations, court rulings,
and industry standards.

In basic terms, data governance is the process of applying a

company’s policies and procedures to data management.
It includes the techniques and policies that measure and
­control how data systems are managed. It ensures that IT
assets are implemented according to agreed‐upon ­policies

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
30 Cloud Data Management For Dummies, Druva Special Edition 

and procedures, and makes sure they’re properly controlled

and maintained.

Data governance has become quite a bit harder in recent

years, because today data is everywhere and anywhere,
across devices and cloud services. Analysts predict that by
2020, more than 50 percent of all corporate data will reside
outside the data center. This means that IT and security
teams face greater challenges than ever to ensure data secu-
rity, compliance with regulations, and business continuity.

Some of the most important aspects of data governance

include:

✓✓Making data visible and accessible wherever it is, across

cloud services and mobile devices, which may be any-
where in the world
✓✓Ensuring compliance with any applicable regulations
about data storage, access, and management
✓✓Responding quickly to compliance inquiries, internal
investigations, and other legal department requests
✓✓Identifying and taking action on identified data risks
✓✓Controlling who has access to important files or data
✓✓Guarding against privacy breaches and data leaks involv-
ing personal or sensitive data
✓✓Setting policies governing data retention and version
management that balance data storage costs with pro-
tecting the company’s interests
✓✓Monitoring for early warning signs of malware infection
or other anomalies
✓✓Reviewing activity logs and other forensic tools to learn
why problems occurred and strategize to prevent them
in the future

Using an data management system that centralizes access to

all company data can make a dramatic difference in the ease
and accuracy of all of these activities.

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
  Chapter 4: Accessing and Analyzing Data 31

The Traditional Approach to

Governance
With traditional data storage and data management systems,
data governance is often messy and inconsistent, with poli-
cies for data access, backups, and privacy set by individual
IT managers at branch offices. Even if you receive directives
from HQ regarding data management, you have no guarantee
that things won’t fall between the cracks when more than one
person is implementing the directives.

To illustrate the limitations of traditional data governance,

here’s a scenario: You have a dozen branch offices, each with
its own servers that hold data about orders and inventory.
Each employee has a desktop PC that accesses the serv-
ers, and each salesperson has a tablet and a smartphone.
Important data is spread out across multiple servers and
devices, and there is no central gathering point.

Now suppose that a VP wants copies of all orders for the

past year involving a certain hazardous material. She sends
an email to the branch managers. Each branch manager has
an assistant who locates the files. Most of the files are on the
branch file servers, but a couple of new orders still exist only
on a salesperson’s tablet. Three or four days go by before the
VP receives all the files from the branches.

The VP’s assistant starts going through the files and finds that
several of the orders are duplicates, or that one is an earlier
version of another. The assistant needs another day to sort
through them and remove duplication.

The VP then compares the sales orders to a report from the

warehouse and finds that some orders are missing from one
of the branches. She contacts the branch and finds that the
assistant who prepared the paperwork for some orders failed
to appropriately categorize the orders as including those haz-
ardous materials. Because document categorization is done
manually at that branch, the mistake was easy to make.

But wait — the problem gets worse. The reason the VP

needed this data is that the company has a pending lawsuit
involving a hazardous materials sale. The legal ­department

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
32 Cloud Data Management For Dummies, Druva Special Edition 

needs to put a hold on the collected sales data. Because

the VP had to tell the branch managers about the lawsuit to
emphasize the importance of thorough compliance with her
request, the gossip mills at the branches are churning, and
wild speculation about the lawsuit abounds.

Sounds like quite a mess, doesn’t it? This is exactly the kind
of all‐too‐common scenario that companies find themselves
in when data has no central management point for data: no
­corporate‐level data management system.

The Cloud Approach to

Governance
With cloud data management, the previous story would have
gone very differently. A cloud system can:

✓✓Centralize organizational visibility into business data dis-

persed across many storage locations
✓✓Manage governance over business data for compliance
auditing, investigation, and e‐discovery needs
✓✓Automate compliance monitoring for proactive identifica-
tion of potential data risks across disparate data sources,
devices, and users
✓✓Defensibly delete data that’s stored in the cloud, within
the backup snapshots, and on the primary device, if
required

Consider this version of the story instead: The VP signs in

to the cloud data management system and uses a targeted
search involving keywords and file dates to pull a list of all
the orders in the last 12 months involving that particular
hazardous material. She then emails the data to the legal
department. The entire process might take at most about 30
minutes. The branch offices never even know it’s happening.
The end.

That’s what happens when you have a federated repository

of data, with real‐time, full‐text indexing, searchable across all
platforms and locations. You get the data you need, when you
need it, without involving anyone who doesn’t need to know

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
  Chapter 4: Accessing and Analyzing Data 33
about it. A web‐based control panel interface enables autho-
rized users to search across all stored data, as well as to view
aggregate data about the data storage systems and examine
data access trends.

Having ready access to your company’s data, without having

to beg IT people or branch managers for it, can be a powerful
tool for corporate decision‐making and regulatory/legal com-
pliance, as well as a time‐saver. (It’s quite a money‐saver too,
since time is money, especially when it’s the time of highly
paid executives.)

Those two versions of the data‐gathering story point out some

of the many advantages of a cloud‐based data system, includ-
ing these:

✓✓Federated repository: Because all data from all sources

across the company is mirrored into a centralized cloud‐
based repository, the VP didn’t have to ask the branches
for anything.
✓✓Instant access: Access to the data was nearly instanta-
neous. The VP didn’t need to wait for anyone to dig up
and provide data.
✓✓Deduplication: Because the cloud system compares files
and eliminates duplicates, there was no concern about
duplicate orders.
✓✓Version and life cycle management: Because the
cloud system manages versions, you don’t need to be
concerned about different versions of the same order.
Outdated versions of files can be deleted or archived to
get them out of the way so they don’t cause confusion.
✓✓Full‐text indexing: Because all files are fully indexed
automatically when they are placed in the cloud, orders
can’t slip through the cracks because of errors in
categorization.
✓✓Silent operation: Because the VP can discover data
silently, without involving the branches, no one gos-
sips or speculates about what’s going on. The branch
managers needn’t take time out of their busy schedules
to round up the data, and there’s no risk that ­necessary
data will be manipulated or deleted.

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
34 Cloud Data Management For Dummies, Druva Special Edition 

✓✓Easier compliance with legal demands: Because the

cloud system has tools in place to assist with legal and
regulatory inquiries and holds, the legal department
doesn’t need to keep coming back to managers for more
data as an investigation proceeds. Chapter 5 looks at
legal and regulatory demands in more detail.

Remember, having a single secondary‐copy repository doesn’t

require you to change your work practices on your primary
systems. A cloud data management system allows a com-
pany to keep handling data using its existing processes and
­systems. The cloud system runs in the background, looking
at the data and collecting it in a cloud repository. All the data
visibility and access benefits I discussed in this chapter are
available using that secondary data in the cloud, without
interfering with your current business workflow. The same
is true for the risk management capabilities of the cloud,
­discussed in Chapter 5.

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
 Chapter 5
Minimizing Data Risks
In This Chapter
▶▶Guarding against malware
▶▶Monitoring for anomalies
▶▶Checking for data leaks
▶▶Ensuring legal and regulatory compliance

I t’s a scary world out there. Threats to your company’s

data, as well as its overall well‐being, loom on every side.
Ransomware and other malware, rogue employees stealing
data for a competitor, disgruntled staff intentionally delet-
ing or corrupting data, careless workers leaking customer
data . . . the list goes on and on.

In this chapter you learn how a cloud data management

system can help protect your organization against many types
of threats, providing an insurance policy against the potential
data disasters your company may face.

Guarding Against Malware

Malware is software that is written to cause problems with a
computer system — usually to steal private data, delete valu-
able data, hijack the computer’s processing capabilities, or
disable systems. It’s a constant threat to nearly every oper-
ating system. An organization can put up firewalls and use
anti‐malware monitoring software, but the occasional rogue
infection still sneaks through. When this happens, having
a recent clean backup to roll back to can be the difference
between a slight inconvenience and the complete breakdown
of business‐as‐usual for a week, or maybe longer.

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
36 Cloud Data Management For Dummies, Druva Special Edition 

Ransomware is an especially nasty, and increasingly preva-

lent, type of malware. An easy, low‐risk way for criminals to
exploit almost any network intrusion, ransomware encrypts
a computer’s data, and prevents owners from accessing their
own data or computer systems until they pay a “ransom”
to obtain a decryption key. And for those who do pay the
ransom, there’s no guarantee their data will be made avail-
able to them afterward. No industry is immune from ran-
somware attacks, but some, such as healthcare, have been
especially hard hit. For example, a 2016 ransomware attack at
Maryland’s MedStart Health hospital network forced ten of its
hospitals to operate without access to their central networks
for more than a week. With ransomware attacks on the rise,
organizations of all sizes have found themselves vulnerable
and struggling to reduce risk or respond to an attack.

Most infections involve an unsuspecting individual clicking

a tainted email or attachment. Systems with out‐of‐date or
misconfigured software can also be compromised to spread
ransomware. Windows systems have been the main target in
the past, but this is rapidly changing, with Macs, Linux sys-
tems, and smartphones increasingly affected. No platform is
safe. The widespread use of mobile devices has also escalated
the risk of malware attacks. Although many companies pro-
tect data at the corporate firewall, employees often operate
outside it, using laptops, tablets, phones, and other personal
devices while on the move.

Organizations may be tempted to cross their fingers and hope

they won’t be targeted, but the chances of ransomware or
other malware attacks are high, with serious consequences.
In addition to paying a stiff ransom, victims may suffer costly
business downtime, and in some industries like health-
care, ransomware attacks must be reported as breaches of
the Health Information Protection and Accountability Act
(HIPAA), with associated fines and penalties.

Prevention techniques are useful, but limited. End‐user aware-

ness and smart browsing practices are important, as is regu-
larly updating security, antivirus, and anti‐malware software,
as well as operating systems. However, such prevention pro-
vides a weak and variable level of protection. Malware writers
are getting smarter every day, coming up with new work-
arounds, so a new vulnerability is always around the corner.

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
  Chapter 5: Minimizing Data Risks 37
A comprehensive data protection plan is based on a robust
backup system, like the one that a cloud data management
system provides. Automated and time‐indexed snapshot
backups of data across servers, laptops, and cloud apps can
enable the restoration of data to its original state, and as a
result, organizations can access their data from any point
in time prior to the attack. A zero‐latency, time‐indexed file
system means that you can instantly jump back to the state
of your data (in the small or large sense) to a time before the
infection occurred.

Checking for Data Leaks

A data leak is a situation in which sensitive data gets into
the wrong hands. A data leak can be the result of a rogue
employee intentionally over‐sharing the data, but it more
often is caused by carelessness than malice. For example,
suppose your R&D manager copies the technical drawings
for your new, top‐secret product, the Pear 8, to his laptop,
to work on at home over the weekend. Then he stops by his
favorite coffee shop and checks his email on the shop’s Wi‐Fi
network. He clicks the wrong button when logging into the
Wi‐Fi, making the files on his hard drive accessible to others.
Somebody takes advantage of that mistake, and copies all his
data files to a thumb drive. When the opportunistic hacker
checks them out later, he sees that he has the plans for the
Pear 8, and posts them to Instagram. There goes your dra-
matic new‐feature reveal for the Pear 8 that your marketing
department had been planning for months.

A cloud data management system can help you guard against

data leaks by monitoring file activities. For example, you
could set the folders or drives that R&D uses to be monitored,
so that you can generate a report showing who used which
files and when. Such a report would have let you know that
the R&D manager was copying important files to his laptop.
No, it isn’t an “data police” thing, designed to get the R&D
manager in trouble. Rather, it’s to help the IT department
know where to beef up security measures. If it is known that
he is taking important files home with him, your IT security
people could equip his laptop with a higher level of security,
such as an encryption algorithm that prevents files from being
read if they are transferred to unauthorized devices.

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
38 Cloud Data Management For Dummies, Druva Special Edition 

Monitoring for Anomalies

An data anomaly is a situation where non‐typical file activities
are occurring. Anomalies can be either human‐ or machine‐gen-
erated, and they are often early warning signs that something
is about to go wrong. For example, a disgruntled employee get-
ting ready to quit and go work for a competitor might transfer
a large batch of important client files to his personal computer,
or ransomware might encrypt thousands of files. If you can
catch these activities before they come to full fruition, you
might be able to minimize the damage.

Druva can be configured to identify and report a variety of

anomalous conditions across your entire data collection that
may signal something for your IT people to take a second look
at. In many cases, early anomaly detection can prevent some-
thing much more serious and damaging from occurring.

Ensuring Legal and Regulatory

Compliance
An data management system should make it easy for the
company to comply with all laws and policies regarding their
data, and to react swiftly when issues arise that require the
collection of data for a legal matter or a regulatory challenge.
This isn’t just theoretical capability. The world is getting more
and more regulation‐bound and litigious every day. According
to the Norton Rose Fulbright 2015 Annual Litigation Trends
Survey, 37 percent of large organizations reported having
20 or more pending lawsuits, and 42 percent of companies
overall reported more than six lawsuits filed within the last 12
months.

Data Privacy and Access

In the past few decades, governing bodies have tightened data
privacy regulations to protect both businesses and individu-
als. These regulations have greatly increased the complexity
of data management. Regulations are often different between
countries, as well, so a multi‐national company may have to

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
  Chapter 5: Minimizing Data Risks 39
conform to different privacy regulations depending on which
country a branch office is based in. Similarly, certain regula-
tions may specify that data be available only to workers in
particular roles or regions.

These regulations require a granular level of data manage-

ment that most IT organizations do not have in place today,
and that legacy, silo‐centric models cannot accommodate.
With a cloud data management system, however, this type of
compliance becomes a simple matter that is invisible to the
end‐user. You configure the system to meet your regulatory
needs, and it just works.

Full‐text data indexing means that organizations can look

deeper into their data, to identify files that contain intellectual
property (IP), personal health information (PHI), personally‐
identifiable information (PII), or other data buried within
unstructured data sources that you don’t want escaping into
the wild. The cloud system can automatically scan aggregated
data and alert the organization as necessary. IT staff can also
select from pre‐configured templates for common regula-
tory definitions (such as HIPAA, GDPR, or GLBA). The system
applies these business rules when scanning the federated
data set, making automatic a process that was once quite time
consuming.

Compliance, legal, and IT teams see a single dashboard dis-

playing the potential data risks by cloud application, by user,
and by device. Administrators can drill down into the levels of
detail as necessary to better assess and remediate those risks.

Data Collection and Retention

When a company’s only data oversight is within the indi-
vidual data silos, it’s at the mercy of the individual employees
who manage those silos. If one of them makes a mistake that
results in a legal or regulatory penalty, it’s the company that
pays. It follows, then, that anything the company can do to
shift the oversight and responsibility for compliance issues
upward, to a central point of contact, can help minimize risk.

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
40 Cloud Data Management For Dummies, Druva Special Edition 

When you use a cloud data management system, on the other

hand, you get:

✓✓Legal hold management: Your IT and InfoSec teams can

work in partnership to provide legal teams access to
manage legal holds on aggregated data that is held in
place for the period of the legal matter.
✓✓Detailed auditing: The system keeps full audit trails of
user and administrative actions. It integrates logging data
from cloud‐based services to provide a composite of user
data interactions.
✓✓Federated searches: Organizations can search across
multiple meta‐data fields and parameters to identify
data across the content base. This helps identify poten-
tial risks when facilitating investigation or compliance
requests.
✓✓E‐discovery connectivity: Some cloud‐based systems,
such as Druva, provide secure, direct connectivity with
third‐party e‐discovery platforms to ingest the data with-
out having to move it to an intermediary server.
✓✓Defensible deletion: Combined with federated search, or
a unique file identifier, data that needs to be purged from
systems can be quickly identified and deleted from the
primary source and the data set stored in the cloud.

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
 Chapter 6
Ten Reasons to Use Cloud
Data Management
In This Chapter
▶▶Comprehensive data collection
▶▶Simplified backup and recovery
▶▶Powerful analysis tools
▶▶Cost savings

W ith the huge increase of data sprawl brought on by the

mobile workforce and cloud services apps, managing
a company’s data has become much more complicated than
it was just a few years ago. Cloud data management systems
can help navigate this complexity, providing a central access
point, greater data visibility, less legal and regulatory risk, and
cost savings.

Here is a summary of what you’ve learned about cloud sys-

tems in this book: ten important reasons to consider cloud
data management for your enterprise.

Assurance of Comprehensive
Data Collection
With individual data silos, you always have the nagging feel-
ing (probably based in reality) that you’re missing some data
when you try to build a comprehensive collection. And even
when you finally get a complete collection, it’s immediately
out of date.

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
42 Cloud Data Management For Dummies, Druva Special Edition 

A cloud platform like Druva can reach into all the places
where enterprise data hides, from servers and desktops to
tablets, smartphones, and cloud apps like Office 365 and Box.
You’ll know you are getting all the data, and that it is continu-
ously being updated.

Simplifies Backup and Recovery

Traditional backup systems can be slow, cumbersome, and
expensive, both in terms of the hardware and the administra-
tive cost. Wouldn’t it be nice if backup just happened, and you
didn’t have to think about it?

A cloud data management system makes backup “happen”

like that. Because it stores a single secondary copy of all data
in the cloud infrastructure, backup hardware is no longer
needed locally. And because it constantly updates accord-
ingly to a configurable schedule, it virtually eliminates the
whole concept of performing a traditional backup. Backups,
including historical ones from any point in time, are always
available, from anywhere in the world.

Works Across Locations

Worldwide
And speaking of “anywhere in the world,” that’s what you
get with a cloud data management system. Because the
cloud is location‐agnostic, so is your access to it. Server
crash? Your IT folk can restore its data just as easily from
a taxi in Tangiers as from a desk in the datacenter. Need to
quickly look up the details of a contract that someone in your
Brussels office has on his device? It’s just as simple to find as
the contracts from the main office.

Some kinds of data are regulated, such that it must be stored

physically in a certain region. Cloud data management sys-
tems can work with that easily, because of the distributed
physical architecture of the cloud infrastructure. Need your
data hosted in a Germany‐based datacenter? No problem.

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
  Chapter 6: Ten Reasons to Use Cloud Data Management 43

Easy to Analyze Data

for Trends
Because a cloud system indexes the full text of each data file,
organizations can identify trends in data usage. A single dash-
board provides access to the entire data management system,
with summaries of activity by service, by user, by device, and
by date. Is a particular word coming up more frequently in a
certain branch’s internal memos than it used to, like near‐miss
or downtime? Is the sales team in a particular region writ-
ing fewer contracts after a new regulation went into effect?
Having full, direct access to company data can help execu-
tives answer these and thousands of other questions relevant
to top‐level decision making.

Makes Malware/Ransomware
Recovery Easier
As you learn in Chapter 5, malware is a very real, insidious
threat to your business’s data. Educating users and putting
robust anti‐malware tools in place can help with prevention,
but they can’t help you once an infection occurs. To recover
from a malware attack, you need recent, comprehensive back-
ups from the time before the attack occurred. Any backup
system can provide that, but the cloud‐based data system,
because of its more flexible backup capability, provides the
most reliable, most thorough, most recent backups from
which to recover.

Early Warning for Potential

Data Access Anomalies
There are classic early warning signs when most types of
threats occur. For example, ransomware may start renaming
or encrypting files en masse, or a hacker bent on harming the
company may delete thousands of database records at once.
Constantly monitoring the company’s data systems manually
for such threats is inefficient, tiresome, and not cost‐effective.

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
44 Cloud Data Management For Dummies, Druva Special Edition 

However, with Druva, IT professionals can be alerted immedi-

ately and automatically whenever unusual activity is detected.

Ensures Compliance with

Regulations
As I mention in Chapter 5, relying on individual IT depart-
ments to manage data management compliance issues can
put a company at risk, because people make mistakes. The
more people who are involved in managing data compliance,
the greater the potential compounds. When you’re dealing
with regulatory and legal issues, though, a mistake isn’t just a
simple “oops.” A company can be subject to significant penal-
ties, fines, and legal judgments because of a simple oversight.

To make sure that all data storage conforms to applicable

regulations about privacy, confidentiality, and retention, rely-
ing on a cloud data management system is a much smarter
strategy. The cloud system can be set up to monitor for cer-
tain types of legal and regulatory compliance issues, and can
send alerts whenever adjustments should be made. In addi-
tion, depending on the type of data and your industry, cloud
providers should provide organizations with SOC2, FedRAMP,
HIPAA, and other compliance audits or certificates to ensure
their holding data meets compliance mandates.

Makes E‐discovery Quicker

and Easier
When a company’s data is relevant to a pending lawsuit, a
legal hold must be placed on the applicable data, and it must
be made available to legal teams for ­e‐discovery. As you
learned in the story I tell in Chapter 4, digging up the needed
data can be a time‐consuming task when data is distributed
across many storage locations, but with cloud data manage-
ment, data is proactively collected, making the entire process
quicker and easier.

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
  Chapter 6: Ten Reasons to Use Cloud Data Management 45

Invisible to End‐users
A cloud data management system shouldn’t force end‐users
to change the way they operate. Instead, it should work with
existing systems, offering its benefits silently and behind the
scenes. A cloud data management system creates a single
secondary backup copy of all data, drawing from the existing
storage devices that the end‐users are already working with.
Any queries, investigations, or legal holds put on those sec-
ondary copies are completely invisible to anyone who doesn’t
need to know about them.

Saves Money Compared to

Other Options
Cloud‐based data management can save the average com-
pany 65 percent over a three‐year period in overall expenses
related to data management, compared to traditional systems
like hardware‐based backup devices and silo‐centric data
analysis tools. So not only is the cloud better, but it’s also a
better value. Those cost savings come from areas such as:

✓✓Not having to buy and maintain backup and other data

system hardware and software
✓✓Not having to store physical backup media off‐site, and
deliver it to or from that site daily
✓✓Not having to allocate IT staff to manage multiple data
systems hardware and media
✓✓Quicker recovery in the event of a server or website
crash, meaning less business interruption and less rev-
enue lost
✓✓Better managerial decision‐making due to increased data
visibility
✓✓Intercepting potentially expensive data threats such as
ransomware earlier in the process
✓✓Lessened likelihood that the company will be subject to
fines, penalties, or legal judgments resulting from data
handling failures

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
46 Cloud Data Management For Dummies, Druva Special Edition 

These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
These materials are © 2017 John Wiley & Sons, Inc. Any dissemination, distribution, or unauthorized use is strictly prohibited.
WILEY END USER LICENSE AGREEMENT
Go to www.wiley.com/go/eula to access Wiley’s ebook EULA.