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What Is Storage Policy-Based Management?

Efficient storage management is crucial for businesses and networks. One approach that has gained traction recently is Storage Policy-based Management (SPBM). 

This article will explore the concept of SPBM, its advantages, potential drawbacks, and the virtualisation vendors offering SPBM solutions.

What Is Storage Policy-based Management?

SPBM is a methodology that allows organisations to define and enforce storage policies in a systematic manner. These policies define the characteristics and requirements of the data stored on various storage devices within a network. By using SPBM, businesses can ensure that data is stored and managed according to predefined rules, optimizing storage utilization and performance.

Is It Storage Policy-based Management or Policy-based Storage Management?

The terms Storage Policy-based Management and Policy-based Storage Management are often used interchangeably and refer to essentially the same concept. Both terms emphasize the management of storage resources based on policies established by the organisation.

Storage Policy-based Management and Virtualisation

Virtualisation technologies, such as VMware, have played a significant role in popularizing SPBM. By integrating SPBM with virtualisation, organisations can leverage the benefits of both technologies. Virtualisation enables the creation of virtual machines (VMs) that can be provisioned and managed with specific storage policies, facilitating greater flexibility and efficiency in resource allocation.

What Is SPBM in VMware?

In the realm of virtualisation, VMware has developed its own implementation of SPBM known as VMware Storage Policy-based Management (SPBM). With VMware SPBM, administrators can define and enforce policies at the VM level, ensuring that VMs are allocated storage resources based on their specific requirements. These policies include parameters such as storage capacity, performance characteristics, data protection mechanisms, and storage tiering.

What Is a VM Storage Policy?

In VMware's SPBM framework, a VM Storage Policy is a set of rules and attributes associated with a VM. These policies dictate where the VM's data will be stored, how it will be protected, and which storage services will be applied. VM Storage Policies enable organisations to tailor storage resource allocation to meet the specific needs of their applications and workloads.

Advantages and Benefits of Storage Policy-based Management

SPBM offers several advantages that can significantly improve storage management within an organisation.


By encapsulating storage policies within a centralized framework, SPBM simplifies the overall storage management process. Administrators can define policies once and apply them consistently across multiple VMs, eliminating the need for manual, individual configuration.


SPBM automates various storage-related tasks, such as provisioning, allocation, and data protection, based on defined policies. This automation reduces administrative overhead, improves operational efficiency, and ensures consistent adherence to storage best practices.

Storage Policy-based Management Can Be Flexible and Cost-effective

SPBM enables organisations to match storage resources to specific workload requirements, optimizing storage utilization. By using tiered storage and intelligent policy enforcement, businesses can achieve a balance between performance, cost, and data availability.

Downsides to Using Storage Policy-based Management

While SPBM offers numerous benefits, there are potential downsides that organisations should consider before implementing it.

SPBM Can Be Complex and Requires Integration

Implementing SPBM requires a comprehensive understanding of storage infrastructure and integration with existing systems. This complexity may necessitate additional training and resources, particularly in environments with diverse storage technologies.

Compatibility Issues and Risk in Using SPBM

Integrating SPBM with heterogeneous storage systems can introduce compatibility challenges. Organisations need to ensure that their chosen storage vendors support SPBM and that the policies defined are compatible with the underlying storage infrastructure. Failure to address compatibility issues can lead to unexpected consequences and potential data loss.

What Virtualisation Vendors Offer SPBM?

There are three main virtualisation vendors that offer SPBM:

VMware Storage Policy-based Management

VMware is a leading virtualisation vendor that offers its own implementation of SPBM. VMware's SPBM integrates seamlessly with its vSphere virtualisation platform, allowing organisations to define and enforce storage policies at the VM level. This enables fine-grained control over storage resources and simplifies the management of virtualised environments.

Microsoft Hyper-V SPBM

Microsoft Hyper-V, another popular virtualisation platform, also offers support for policy-based storage management. Hyper-V enables administrators to define storage quality of service (QoS) policies, which determine the performance characteristics and availability requirements for virtual disks. These policies can be applied to individual VMs, ensuring that the assigned storage meets the specified criteria.


Citrix, known for its virtual desktop infrastructure (VDI) solutions, provides storage policy-based management capabilities through its Citrix Hypervisor platform. Citrix Hypervisor allows administrators to define policies that govern storage allocation and performance for virtual machines. By leveraging SPBM, organisations can ensure optimal storage utilization and performance for their virtualised environments.

Is SQL Policy-based Management the Same as SPBM?

It's important to note that SQL Policy-based Management (PBM) is different from SPBM. SQL PBM focuses on managing and enforcing policies related to SQL Server instances and databases. It allows administrators to define policies that ensure compliance, security, and best practices within the SQL Server environment.

SPBM, on the other hand, is specifically designed for storage management in virtualised environments. It enables organisations to define and enforce policies at the VM level, ensuring that virtualised workloads are allocated storage resources based on their specific requirements.

Policy-based Management of IT Systems

Beyond storage management, the concept of policy-based management extends to other aspects of IT systems. Policy-based Management (PBM) can be applied to various infrastructure components, including networks, security, and application deployment. By defining policies and automating their enforcement, organisations can achieve consistency, efficiency, and compliance across their IT environments.


SPBM offers significant advantages for organisations seeking to optimise storage resource allocation and management. By leveraging policy-driven automation, businesses can simplify storage tasks, automate provisioning and data protection, and achieve a flexible and cost-effective storage infrastructure.

While there are potential complexities and compatibility challenges associated with implementing SPBM, the benefits it brings to storage management and virtualised environments outweigh the drawbacks. Leading virtualisation vendors like VMware, Microsoft, and Citrix provide SPBM solutions that integrate seamlessly with their platforms, enabling organisations to harness the power of policy-based storage management.

You can greatly simplify the implementation of SPBM in your organisation by leveraging virtualisation-friendly storage solutions such as Pure Storage® FlashArray™, which fully supports SPBM for VMware with vVol data granularity.

In summary, SPBM empowers organisations to align storage resources with workload requirements, streamline storage management processes, and improve overall operational efficiency. By adopting SPBM, businesses can optimise their storage infrastructure, enhance data protection, and ultimately support their evolving business needs.

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