Virtualization Technology Primer

Virtualization Technology Primergy

Anne Skamarock, Research Director

Barb Goldworm, President & Chief AnalystBarb Goldworm, President & Chief Analyst

Speaker Bios • Barb Goldworm, President and chief analyst, Focus

– 30 years in systems, software, and storagey y , , gSoftware Architecture/Development, Systems Engineering, Tech Support, Education, Marketing, Sales, Senior

Management

– IBM, StorageTek, Novell, Enterprise Management Associates, multiple successful startups

• Anne Skamarock, Research DirectorAnne Skamarock, Research Director– 28 years in systems, software, and storage

End‐user, System Administrator, Software Engineer, Education, Marketing, Architect, Manager

– SRI, Sun Microsystems, Solbourne, Enterprise Management Associates• Authors

– Blade Servers and Virtualization: Transforming Enterprise Computing While Cutting Costsand numerous Research Reports, White Papers and Columns

– Expert Columnist since 1990s – NetworkWorld, ComputerWorld SNWOnline, TechTargetSearchServerVirtualization, Virtual Strategy Magazine, gy g

• Conference Chairs– Interop Virtualization TrackVirtualization Insight at Blade Systems InsightServer Blade Summit on Blades and Virtualization

Virtualization PrimerVirtualization Primer

• Virtualization Business Drivers• IT Technology Trends• Market Analysis• Virtualization Timeline• Types of Virtualization• Virtualization 2.0 • Virtualization and Platform ChoicesF• Futures

• Conclusions & Recommendations

Virtualization Business Drivers

• Consolidate underutilized HW Reduce space power & coolingFinancial

Consolidate underutilized HW Reduce space, power, & cooling, reduce TCO & maximize ROI

Operational• Upgrade aging infrastructure and

migrate older applications onto more reliable and manageable

Improve reliability, availability, serviceability, and scalability Reduce costs of managing legacy

p

more reliable and manageable hardware and software platforms

Reduce costs of managing legacy hardware and distributed softwareImprove overall resource management

• Improve IT agility and ability to respond to both peak loads and

g

Reduce time to bring up new servers, applications, & users (time-to-

Service Deliveryp p

computing-on-demand production), improve user service

ROI and TCO• ROI

– Increased utilization (10% ‐> 80%)

– Same workload, fewer systems, less overall cost

– Decreased time to production

– Increased availabilityIncreased availability

• TCO– Reduce CapEx

• Hardware and software costs

• Cabling costs

– Reduce OpExR d i f iliti t• Reduce ongoing facilities costs

• Reduce ongoing management costs

• Reduce ongoing maintenance costs

Copyright 2007 Focus Consulting

IT Technology TrendsIT Technology Trends• Systems

– Multi‐core, more memory, virtualization hardware assists, y,– Server, workstation & PC blades as modular building blocks– Desktop changes driving re‐evaluation of alternatives/strategy – Consolidation increases need for availability & fault tolerance– Move towards going green

• Storage – SANs (FC, iSCSI), NAS– Storage Virtualization, I/O Virtualization– Diskless and stateless server options

• Software– Virtualization will become ubiquitous – Licensing – Management will be the key issue


Server Virtualization Market

S IDC 2008Source: IDC, 2008

Virtual Machine by Form Factor

–Virtualized servers are typically l li hi

Server Form Factornot large monolithic systems

–Rather, they are more likely 2‐4 way servers that are richly configured Blades will play aconfigured. Blades will play a future role here

–Blade servers were adopted by more than one‐quarter of the qsample.

•The adoption of blade servers for virtualization is almost four time that of the general server marketthat of the general server market.

Q: How would you describe the [virtual] server form factor?

N=420VMs and Server Blades are the platform for Dynamic IT

Source: 2007 IDC

VMs and Server Blades are the platform for Dynamic IT

Windows Hyper -V

Microsoft Terminal Services

Viridian beta

Virtual S &

MS Virtual Server

Server 2008 VMS

acquires Connectix

MS acquires Softricity

X O S b dl d i t

MS Xen agreement

Connectix

Virtual PC for Windows

MS Virtual

PCMS

SoftGridMS Application

Streaming

beta

SWsoft

Server & Virtual PC For Free

Citrix MetaFrame

Xen Open Source bundled into Novell SUSE, Red Hat Linux, Virtual

Iron, Oracle VM

(MetaFrame becomesCitrix Presentation Server

Citrix Desktop Broker/Server

and Tarpon

Provisioning Server,XenServer, XenDesktop,

SWsoft Virtuozzo

SWsoft & Parallels Merge

Virtual Iron Parallels

VMware GSX VMware

Xen Open Source

3.0

and Tarpon XenApp

GSX/ Server Virtual Desktop

Citrix acquires

XenSource

Citrix acquires Ardence (OS streaming)

MS XenDesktop agreement

VMware GSX

VMware Workstation

VMware ESX VMware VI3

VMware Player

VMware i d b

Server Free

VMware ACE

VMware Fusion

VMware

Virtual Desktop Infrastructure (VDI)

VMware

IPOVMware acquires

SunRay Thin Client and SunRay Server Software Sun XVM

Sun VDISun Secure Global Desktop

acquired by EMC

acquires

Propero

Sun acquires Tarantella

IPO acquires Thinstall

20082003 2004 2005 2006 20072002

Types of Virtualization• Network Virtualization

– VLANS, VSANS, virtual Cluster

NICs, virtual WWNs• Storage Virtualization

– Host, Network, Device VM 1 VM 2Desktop VM 1

Virtual App

Virtual App

Host, Network, Device• Systems and Software

– Server, Desktop & Application Virtualization

Server Virtualization

Desktop Virtualization

Desktop VM 1

Application Virtualization

Virtualization of all resources into a

Storage Virtualization

virtualized infrastructure which enables Agile Dynamic IT

Network VirtualizationNetwork Virtualization

Systems Virtualization• Servers

– Hosted Virtualization– OS Virtualization– Bare Metal Hypervisors

• Desktops• Desktops– Presentation Virtualization aka

published desktop/apps– Virtual Clients (server hosted)– Virtual Clients (client/PC hosted)

• ApplicationsApplications – Application virtualization/Isolation– Application Streaming

Server Virtualization

• Hosted Virtualization

– VMware Workstation/Server

– Microsoft Virtual Server

• OS Virtualization

– SWSoft /Parallels Virtuozzo/

– Solaris Containers

• Bare‐metal HypervisorBare metal Hypervisor

– VMware ESX, XenServer, Microsoft Hyper‐V

IBM LPARs Power/VM z/VM– IBM LPARs, Power/VM, z/VM

Hosted VirtualizationHosted Virtualization

• First, most familiarVM 1 VM 2

• Relies on existing OS

• High overheadVirtualization layer

High overhead

• Driver support from OS Host OS

Hardware

OS VirtualizationOS Virtualization

• Least overhead

• No added I/O overhead.Virtual

EnvironmentVirtual

Environment

• Virtual Environment (VE) can only be thesame as the host OS

Virtual Environment

Virtual Environment

same as the host OS.

• Support for Windows Host OSOS Virtualization Layer

Server, Linux, and Solaris.Hardware

Bare‐metal Virtualization

• What people usually mean now when talking about server virtualization

• No host OS

• Performance withmost flexibility

• Three types of bare‐metal virtualization

Types Of Bare‐Metal Virtualizationyp

•Full virtualization i li i d i f l– Virtualization done in software layer

– Guest OS has no idea that it is being virtualized• VMware ESX• VMware ESX

•Paravirtualization/enlightenment– Guest OS kernel modified for virtualizationGuest OS kernel modified for virtualization

• Xen

•Hardware‐assisted virtualization– CPU chipset assists with virtualization

• Intel‐VT, AMD‐V and Xen 3.0

Comparing Bare Metal Approachesp g pp

Bare‐Metal Virtualization

Hosted Virtualization Cost

Flexibility

OS Virtualization

y

Performance

0 2 4 6

Server Virtualization and Storage: DAS NAS SAN

Direct-Attached Storage (DAS)

Network-Attached Storage (NAS)

Storage Area Network (SAN)

DAS, NAS, SAN

Application Application Application

File System

Network File System

File System

File SystemNetwork

Storage Storage Storage

Source:Source: HGAI Fibre Channel or iSCSIIP – CIFS or NFSSCSI

VMware Storage OptionsESX Server

DAS

iSCSI Array Fibre Channel Array NASy Fibre Channel Array NAS

Comparing Storage Optionsp g g pStorage Type Transfers Interface

VMware data store VMotion RDM

Clustering VMs

VMware HA and DRS

SCSI Block access of data/LUN

SCSI bus VMFS No No No No

Fibre Channel

Block access of data/LUN

VMFS Yes Yes Yes YesChannel data/LUN FC HBA

iSCSI Block access of data/LUN

iSCSI HBA (hardware‐initiated iSCSI )

VMFS Yes Yes No Yes

iSCSI )NIC (software‐initiated iSCSI))

NAS over NFS

File (no direct LUN access)

NIC NFS Yes No No YesNFS LUN access)

Storage Virtualizationg

Make changes to the storage without disrupting host applications

VirtualDisk

VirtualDisk

VirtualDisk

VirtualDisk

SAN

Apply common copy services across the

Manage the storage pool from a central point

SAN Volume Controller

Advanced Copy Services

Combine the capacity from multiple arrays into a single pool of

t

across the storage pool Storage Pool

HPEMC

DS4000

DS8000HDS

storage

Virtualization 2.0: Beyond Consolidation

L i t li ti SW d ti• Leverage server virtualization SW and expertise beyond consolidation and development/testing

• Availability and Management –> Dynamic IT High Availability, Disaster Recovery, Dynamic Resource Scheduling Fault Tolerance policy based & otherScheduling, Fault Tolerance, policy‐based & other advanced management features

• Virtual Desktops and Applications Extend beyond• Virtual Desktops and Applications ‐ Extend beyond servers to virtual clients and application virtualization and streamingg


Advanced Managementg

• Live Migration

• High Availability – failover and PM

• Workload balancingWorkload balancing

• Automated peak‐load Response

St Vi t li ti i t ti• Storage Virtualization integration

Highly Available O D d C tiOn‐Demand Computing

Workload Balancing

High Availability

On-Demand Capacity++g

XX

Server Virtualization:Availability Continuum

• Hardware• Redundant components & Hot Swap

• Redundant systems

• System Fault Tolerance

• Software• Virtual Resource Pools

• Clustering at virtualization layer

Cl t i t OS VM• Clustering guest OS VMs

• Live Migration within resource pool

• Software based Fault ToleranceSoftware based Fault ToleranceCopyright 2007 Focus Consulting

Beyond Server Consolidation: D k & A li iDesktops & Applications

• What?What?– Virtual Destkops

‐ Published destkop/applications – Server Based Computing

Server Hosted VM Desktops Virtual Desktop Architecture (VDA)‐ Server Hosted VM Desktops ‐ Virtual Desktop Architecture (VDA)

‐ Client Hosted – locally or centrally managed

– Application virtualization A li i I l i / db i• Applicataion Isolation/sandboxing

• Streaming applications for local execution

• Why?y– Eliminate/minimize SW on desktop

– Centralize and reduce desktop management

Reduce application interaction problems– Reduce application interaction problems

Desktops/Apps: Use Cases and Technologies

Server‐h d

Virtual Desktop Architecture

Server-Based

hostedDelivery

Architecture


Computing

PC/M d Managed

Application Virtualization and Streaming

Client‐hosted

PC/ Workstation

Blades

Managed client-hosted

gclient-hosted

Client‐hosted Desktop Virtualization

Delivery

C Task Users Mobile UsersKnowledge Workers Power UsersCopyright 2008 Focus Consulting

Virtual Desktop ArchitectureApp 1 App 2

(VM

s) User Access Devices

PC

Multi-User ArchitecturePC

App 1 App 2

XenA

pp/Te

Guest OS

App 1 App 2

Guest OS

eskt

ops

(

Thin Client App 1 App 2

App 1 App 2

Thin Client

erminal S

er

Guest OS

App 1 App 2

Virtu

al D

Thin Client

Laptop

App 1 App 2

App 1 App 2Thin Client

Laptop Wi d (TS)

rvices Sess

ServerHypervisor

Laptop

Server

Laptop Windows (TS) ionsServer Hosted

Client Hosted Contractor/Work from Home

PC or WorkstationMulti-OS or DeveloperDesktop Work from Home

DesktopBlades

Vista XP Secured/ManagedVirtual Desktop

Mac OSUnmanaged

Personal/Contractor Desktop

Virtual Desktop

Linux

Microsoft Virtual PC, Parallels Desktop,

VMware WorkStation, Player, FusionMS Kidaro, VMware ACE,

RingCube MojoPac

Desktop

ClearCube, HP, IBM, Verari

Virtual Desktop Architecture (VDA)• Server‐hosted, client virtualization• Each user connects to VM fromEach user connects to VM from

Thin or Rich Client• VMs can be customized, user has

more control than published appsmore control than published apps• Dedicated or pooled VMs

• Connection broker/manager handles i bli h dconnecting user to VM, Published

Apps, Workstation/PC Blade

• Integrates with AD• Provisioning assistance (templates,

golden images)• New licensing options – MS VECDNew licensing options MS V C

Application Virtualization/StreamingExecutes on User DevicesData Center

Red

APP

APP

APP

APP

APP

APP

APP

APP

Adobe

Desktop Virtualization

VM

XP

VM

Vista

VM

Red Hat

VM

Solaris

Desktop OSi i

Adobe Reader

Local Desktop Virtualization

Desktop OS

1 to Many

MS Office

Visio

A li ti Vi t li tiIE

MS Office 2007

MS Office 2003

VisioAdobe Reader

MS Offi

Office 2003

Application Packaging/ Sequencing Server



Desktop OS

Office 2007

Web or Streaming Serverpp

Selecting a Virtualization Solutiong

• Virtualization Architecture : performance, fl ibilit tflexibility, cost

• SW Platform support: server, desktop, apps, guest OSOS

• High Availability options: clustering ‐> fault tolerancetolerance

• Management: integration with physical, OS, apps mgmt, advanced mgmt features g , g

• HW Platform support: hardware assists, memory, storage, networking, scalability, RAS

Software Choices: 86 S Vi li ix86 Server Virtualization

l f l• VMware – ESX, Virtual Infrastructure 3, Virtual Center, HA, DRS, DPM, VMotion, Storage VMotion, Site Recovery Manager, Server, Workstation, Player, ACE, Fusion, Thinstally

• Microsoft – Virtual Server 2005 R2, Windows Server 2008 Hyper‐V , Virtual PC, Kidaro, Application Virtualization (SoftGrid), VMM, Windows Server 2008 Terminal Services

• Citrix – XenServer, XenDesktop, XenApp, Server and Desktop Provisioning Technologies,

• Xen Open Source – Novell SUSE, Red Hat, Virtual Iron, Oracle VM, Sun xVM

Future: Virtualization 2.0 & BeyondFuture: Virtualization 2.0 & Beyond• Hypervisors everywhere, including embedded/bundled in hardware

• Advances in HW virtualization assists improving performance• Advances in HW virtualization assists ‐ improving performance

• Virtualization used for HA/DR/BC

• Expanding to Desktop & Application Virtualization

• Virtual clients expanding beyond niche solutions

• App virtualization & streaming addressing software/license mgmt

I d f i i• Increased focus on security issues

• VM Life cycle management addressing virtual sprawl

• VM Performance, Capacity Planning, Monitoring emerging marketVM Performance, Capacity Planning, Monitoring emerging market

• Licensing changes to address virtual world

Management will become the key issueCCopyright 2007 Focus Consulting

RecommendationsRecommendations

• If you haven’t already started virtualizing, start evaluating, gaining experience now – Hypervisors, live migration, resource pooling, HA, virtual clients,

application virtualization and streamingapplication virtualization and streaming

• Avoid silos – build cross‐functional teams– Server, desktop, storage, networking, facilities

• Consider getting expert help – Vendors, channel, consultants

• Consider big picture – Total costs, RAS, power and space, licensing, performance,

management security policies organizational issues Cmanagement, security, policies, organizational issues Copyright 2007 Focus Consulting

Focus ResourcesFocus Resources• Columns and webcasts

• Blade Servers and Virtualization– Assessing Your Needs, System Software Considerations,

Differentiating & Selecting Solutions Features MatricesDifferentiating & Selecting Solutions, Features Matrices

• Focus Research Reports – Focus Research Series: Desktop & Application Delivery– Focus Research Series: Desktop & Application Delivery

• Available NOW– Focus Research Series: Virtualization Management (2H 08)

f• Website: www.focusonsystems.com• Email: [email protected];

[email protected]