Hybrid storage solutions to meet business requirements

Task Statement 3.1: Determine high-performing and/or scalable storage solutions.

📘AWS Certified Solutions Architect – (SAA-C03)


1. What is Hybrid Storage?

Hybrid storage means combining:

  • On-premises storage (your local data center, servers, NAS, SAN)
  • AWS cloud storage

👉 The goal is to connect both environments so data can move between them seamlessly.


2. Why Use Hybrid Storage?

In real IT environments, organizations often:

  • Already have existing storage systems
  • Cannot move all data to cloud immediately
  • Need low latency access to local data
  • Want backup, disaster recovery, or scaling in AWS

Key Benefits:

  • Gradual cloud migration
  • Cost optimization
  • Backup & disaster recovery
  • Scalability
  • Compliance (keep some data on-prem)

3. Key AWS Hybrid Storage Services (VERY IMPORTANT FOR EXAM)

You must understand these core services:


3.1 AWS Storage Gateway

What it is:

A service that connects on-premises storage to AWS cloud storage.

It runs as:

  • Virtual machine (VMware/Hyper-V)
  • Hardware appliance

Types of Storage Gateway (EXAM CRITICAL)

1. File Gateway

  • Provides file-based access (NFS/SMB)
  • Stores files in:
    • Amazon S3

Key Features:

  • Appears like a normal file server
  • Files stored as objects in S3
  • Supports caching locally

Use Case:

  • File sharing across environments
  • Application storing files locally but backed by S3

2. Volume Gateway

Provides block storage (iSCSI)

Two Modes:

a. Cached Volumes

  • Frequently accessed data → stored on-prem
  • Entire dataset → stored in S3

👉 Good for:

  • Low local storage, large cloud storage

b. Stored Volumes

  • Entire data stored on-prem
  • AWS stores backups (snapshots) in:
    • Amazon EBS snapshots

👉 Good for:

  • Need full local access
  • Backup in AWS

3. Tape Gateway

  • Replaces physical tape backups
  • Uses:
    • Amazon S3 Glacier

Key Features:

  • Virtual tape library (VTL)
  • Long-term backup storage

Storage Gateway Summary Table

TypeStorage TypeStored InBest Use
File GatewayFileS3Shared files
Cached VolumeBlockMostly AWSLow local storage
Stored VolumeBlockMostly localBackup to AWS
Tape GatewayBackupGlacierArchive

3.2 AWS DataSync

What it is:

A service to move large amounts of data between:

  • On-prem → AWS
  • AWS → AWS

Key Features:

  • Fast and automated transfer
  • Data validation
  • Encryption
  • Incremental transfer (only changed data)

Supported Storage:

  • NFS, SMB (on-prem)
  • Amazon S3
  • Amazon EFS
  • Amazon FSx

Use Cases:

  • Data migration
  • Data replication
  • Backup

3.3 AWS Snow Family

What it is:

Physical devices used to transfer data when:

  • Internet is slow
  • Data size is very large (TBs–PBs)

Types:

  • Snowcone (small)
  • Snowball (medium)
  • Snowmobile (very large scale)

Key Features:

  • Secure data transfer
  • Offline migration

Use Case:

  • Move large datasets to AWS
  • Data center migration

3.4 Amazon EFS + On-Prem Access

Hybrid Setup:

  • On-prem servers connect to EFS via:
    • VPN or Direct Connect

Key Features:

  • Shared file system
  • Scales automatically
  • Linux-based workloads

3.5 Amazon FSx

Supports hybrid workloads with:

  • FSx for Windows File Server
  • FSx for NetApp ONTAP

Hybrid Advantage:

  • Can integrate with on-prem Active Directory
  • Supports enterprise file systems

4. Network Connectivity for Hybrid Storage

Hybrid storage requires connection between on-prem and AWS:


1. AWS Site-to-Site VPN

  • Encrypted connection over internet
  • Quick to set up
  • Lower cost

2. AWS Direct Connect

  • Private dedicated connection
  • High performance
  • Low latency

Exam Tip:

  • VPN = cheaper, internet-based
  • Direct Connect = faster, dedicated, expensive

5. Common Hybrid Storage Architectures (EXAM IMPORTANT)


1. Backup to Cloud

  • On-prem data → Storage Gateway → S3/Glacier

2. Cloud Burst

  • Local system handles normal load
  • AWS handles extra storage demand

3. Migration

  • DataSync / Snow → move data to AWS

4. Disaster Recovery (DR)

  • Local data backed up to AWS
  • Restore during failure

6. Choosing the Right Hybrid Solution (EXAM LOGIC)


Scenario-Based Decision Guide:

Need file-based access (NFS/SMB)?

→ Use Storage Gateway (File Gateway)


Need block storage (iSCSI)?

→ Use Volume Gateway


Need backup/archive?

→ Use Tape Gateway


Need fast data transfer?

→ Use DataSync


No/slow internet + huge data?

→ Use Snow Family


Need shared file system across environments?

→ Use EFS or FSx


7. Security in Hybrid Storage

Key concepts:

  • Encryption in transit (TLS)
  • Encryption at rest (S3, EBS, etc.)
  • IAM access control
  • Secure network (VPN / Direct Connect)

8. Important Exam Tips

✅ Storage Gateway is the MOST IMPORTANT hybrid service
✅ Know differences between:

  • File vs Volume vs Tape Gateway
    ✅ DataSync = online transfer
    ✅ Snow = offline transfer
    ✅ Direct Connect = high performance
    ✅ S3 = central storage layer in hybrid setups

9. Quick Revision Summary

  • Hybrid storage = On-prem + AWS
  • Core services:
    • Storage Gateway
    • DataSync
    • Snow Family
    • EFS / FSx
  • Connectivity:
    • VPN or Direct Connect
  • Use cases:
    • Backup
    • Migration
    • DR
    • Scaling
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