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    An Introduction toServer Virtualisation

    Alan McSweeney

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    A loose definition

    Virtualisation is a framework or methodology of dividing theresources of a computer into multiple execution environments,by applying one or more concepts or technologies such as

    hardware and software partitioning, time-sharing, partial orcomplete machine simulation, emulation, quality of service, andmany others.

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    Some history

    An old concept first virtual machines createdon IBM mainframes in early 60s

    Typically, IBM's virtual machines wereidentical "copies" of the underlying hardware.

    Each instance could run its own operatingsystem.

    Virtualisation formed the basis oftime sharing

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    Some virtual machines you may know

    NT had Virtual DOS Machine (NTVDM) and Windows onWin32 (WOW)

    Windows 95 used virtual machines to run older (Windows 3.x

    and DOS) applications

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    The old model

    A server for every application

    Software and hardware aretightly coupled

    Underutilised resourcesintroduce real cost into theinfrastructure

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    The new model

    Physical hardware is abstracted by

    a virtualisation layer, orhypervisor

    Manage OS and application as a

    single unit by encapsulating theminto virtual machines

    Separate OS and hardware andbreak hardware dependancies

    Optimise utilisation levels

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    Increased Hardware Utilisation

    Before Virtualisation After Virtualisation

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    Underutilisation of Resources

    Most organisations over-provision Multiple processors in each

    server Memory requirements over-

    estimated

    Aim to drive up CPUutilisation

    Actual DSS customer data 120

    servers monitored

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    Virtual Infrastructure

    Virtual infrastructure brings uniformity tothe data centre

    Dynamically map computing resourcesto the business

    Lower IT costs through increasedefficiency, flexibility and responsiveness

    Provision new services and change the

    amount of resources dedicated to asoftware service

    Treat your data centre as a single pool ofprocessing, storage and networkingpower

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    How is it implemented?

    Typically, in order to virtualize, you would use a layer of software thatprovides the illusion of a "real" machine to multiple instances of "virtualmachines". This layer is traditionally called the Virtual Machine Monitor(VMM) or hypervisor.

    The hypervisor could run directly on the real hardware or it could run asan application on top of a host operating system.

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    Type 1 VMMType 1 VMMType 1 VMMType 1 VMM

    Hardware

    VMM

    GuestVM

    GuestVM

    GuestVM

    IBM CP/CMS

    VMware ESX

    Windows Virtualisation (2008)

    Xen

    Virtual Iron

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    Type 2 VMMType 2 VMMType 2 VMMType 2 VMM

    Hardware

    VMM

    GuestVM GuestVM GuestVM

    Host OS

    VMware Server

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    Hybrid VMMHybrid VMMHybrid VMMHybrid VMM

    MS Virtual ServerMS Virtual PC

    Hardware

    VMM

    Host

    VM

    GuestVM

    GuestVM

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    Paravirtualisation

    ParavirtualizationParavirtualizationParavirtualizationParavirtualization is a virtualization technique that presents asoftware interface to virtual machines that is similar but notidentical to that of the underlying hardware.

    This requires operating systems to be explicitly ported to run

    on top of the virtual machine monitor (VMM)

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    Full Virtualisation

    Provides a complete simulation of the underlyinghardware

    With binary translation, rewrites some x86 instructionsat run time that cannot be trapped and converts theminto a series of instructions that can be trapped andvirtualised

    Capable of running existing legacy operating systemswithout modification

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    Native Virtualisation

    Leverages hardware-assisted capabilities available in the latestprocessors from Intel (Intel VT Vanderpool) and AdvancedMicro Devices (AMD-V Pacifica) to provide near-nativeperformance.

    Virtual Iron is one of the first companies to offer virtualizationsoftware to fully support Intel-VT and AMD-V hardwareassisted virtualization.

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    Native Virtualisation

    Dell Precision 380 Intel Pentium D PowerEdge 430 Intel Pentium D PowerEdge 440 Intel Xeon 3xxx

    PowerEdge 1435 AMD Opteron 22x PowerEdge 1950 Intel Xeon 5xxx PowerEdge 1955 Intel Xeon 5xxx PowerEdge 2950 Intel Xeon 5xxx

    HP ProLiant DL140 G3 Intel Xeon 5xxx ProLiant DL320 G4 Intel Xeon 5xxx

    ProLiant DL360 G5 Intel Xeon 5xxx ProLiant DL365 AMD Opteron 22xx ProLiant DL380 G5 Intel Xeon 5xxx ProLiant DL385 G2 AMD Opteron 22xx ProLiant DL580 G4 Intel Xeon 7xxx ProLiant DL585 G2 AMD Opteron 82xx

    IBM xSeries 100 Intel Pentium-D System x3455 AMD Opteron 22xx System x3550 Intel Xeon 5xxx System x3850 Intel Xeon 7xxx HS21 Intel Xeon 5xxx LS21 AMD Opteron 22xx

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    Whats in a Virtual Machine?

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    Whats in a Virtual Machine - BIOS

    VM has its own BIOS

    Has everything you wouldexpect to see in a real BIOS

    Boot options may includefloppy, CD-ROM, disk driveand PXE.

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    Whats in a Virtual Machine - Networking

    Each VM has a virtual NIC

    Virtual NICs are connected tovirtual switches implementedin the virtualisation layer

    VMware vSwitches Microsoft - .vnc-files

    Virtual switches have uplinkconnections to physical NICs

    on the host

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    Combining internal and external virtual switches

    Virtual switch with oneoutbound adapter acts as a

    DMZ Backend applications are

    secured behind the firewallusing internal-only switches

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    Whats in a Virtual Machine - Storage

    To the applications and guest operatingsystems inside each virtual machine, thestorage subsystem is a simple virtual SCSIhost bus adapter connected to one ormore virtual SCSI disks

    Virtual disks are files kept on physical

    storage. VMware VMDK files Microsoft VDF files

    Virtual disk represents a local drive on avirtual server, such as a C or D drive in

    Windows Physical storage could be

    Direct attached SCSI SAN attached iSCSI NAS

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    Licensing Considerations

    On host Host OS?

    Virtualisation technology?

    On Guest Guest OS?

    Guest Applications

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    Support Considerations

    Two meanings Is it technically possible?

    Will the vendor support a virtual environment?

    The Microsoft position For Microsoft customers who do not have a Premier-level support agreement,

    Microsoft will require the issue to be reproduced independently from the non-Microsoft hardware virtualization software.

    Microsoft supports Windows Server System software running within a MicrosoftVirtual Server environment subject to the Microsoft Support Lifecycle policy ...

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    Usage Scenarios for Virtualization

    Consolidation

    Workload Mobility

    Business Continuity Management

    Development and Test

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    1. Logical

    2. Physical

    3. Rational

    Gartner definition

    Usage ScenarioProduction server consolidation

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    Usage ScenarioProduction server consolidation

    Consolidate workloads Infrastructure applications

    Low-utilization workloads Branch office and datacenter workloads Efficient use of available hardware resources

    Re-host legacy OS and applications NT4 guest applications on virtual platform

    Run on current hardware and current OS No application updates required

    Partition resources Limit CPU resource per VM

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    Usage ScenarioBusiness continuity management

    Disaster Recovery Maintain DR systems as virtual machines

    Eliminate traditional problems associatedwith bare metal restores

    OS and application patching Deploy and test patches off-production, and

    swap

    Eliminate scheduled downtime Isolation / sandboxing

    Isolate OS environments for untrustedapplications

    Prevent malicious code from affecting others

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    Usage ScenarioDynamic datacenter

    Workload mobility Package up entire OS environment and move to other location

    Flexible deployment of workloads

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    Usage ScenarioDevelopment and test

    Rapid provisioning of virtual machines Create arbitrary test scenarios

    Wider test range for niche scenarios

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    Application + OS: Now A Data File

    Server provisioning is similarto copying a file

    Server migration is nowsimilar to data migration

    Data management techniquescan be used for server

    management Server cloning/copying Versioning Server archival Remote mirroring

    Entire server OS, apps, data, devices, and state is nowsimply a file.

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    The Role of Shared Storage

    Virtual Machine files arecentrally located.

    Multiple access.

    Virtual Machines can be moved

    for DR purposes, systemrepair/upgrade, etc.

    Can take advantage of advanced

    SAN features such as snapshots,clones and replication.

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    Live Migration

    Move running virtual machines from one physicalsystem to another with no downtime

    Zero downtime maintenance

    Balance resource utilisation across infrastructure

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    Hardware Infrastructure Scale Up or Scale Out?

    Scaling up means fewer, largersystems

    Advantages Fewer ESX Server images to manage

    Lower infrastructure costs(Ethernet/SAN switches)

    Disadvantages

    Higher hardware costs (servers) Big H.A. impact in case of failure of a

    node

    Fewer CPUs supported "per rack

    Headroom required for HA is

    expensive Servers may go obsolete

    Locked into server architecture

    Scaling out means more,smaller systems

    Advantages Lower hardware costs (servers) Low H.A. impact in case of failure

    of a node

    More CPUs supported "per rack

    Headroom required for HA is lessexpensive

    Not locked into obsolete hardware

    More flexible

    Disadvantages

    Many hypervisor (ESX) images tomaintain

    Higher infrastructure costs(Ethernet/SAN switches)

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    What should an enterprise ready virtualisation

    platform offer? Efficient server partitioning

    SMP support in guest VMs

    Scalable memory in guest VMs

    Fault isolation a crash in one virtual machine should notimpact other virtual machines

    Security isolation a virtual machine should never access thememory or I/O operations of another virtual machine

    Resource isolation runaway applications in one virtual

    machine should not starve others virtual machines. Non-disruptive addition of capacity

    Scalable management tools

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    VMware Workstation

    Desktop Virtualisation

    Run multiple operating systemssimultaneously on a single PC

    Supports Windows, Linux, NetWare,

    Solaris

    Software development/test

    Training

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    VMware Server

    Free virtualisation platform

    Type 2 hosted VMM

    Runs on any standard x86 hardware

    Runs on a wide variety of Linux andWindows host and guest operatingsystems

    Intended as a step up to Type 1hypervisor products.

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    VMware Infrastructure 3

    VMware ESX Server 3.0 - Type 1VMM

    VMware VirtualCenter 2.0 4-way vSMP / 16GB Virtual RAM

    support

    VMware VMotion

    VMware HA

    VMware Distributed ResourceScheduling

    VMware Consolidated Backup

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    Non-disruptive capacity on

    demand

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    Automate resource assurance for critical

    applications

    DRS Dynamic BalancingContinuous Optimization

    l l ll

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    Automatic availability for all

    applicationsVMWARE HA

    X

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    Backup anytime

    VMWARECONSOLIDATEDBACKUP

    Decouple backup from production VMs20-40% better resource utilization

    Pre-integrated with 3rd party backup products

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    Microsoft Virtualisation Products

    Virtual PC

    Microsoft Virtual Server 2005 R2 Virtual Machine Manager (in Beta but available for

    download)

    Windows Virtualisation (to be released after Longhorn)

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    Virtual PC

    Suited to use in testing on a desktop environment

    Not recommended for production servers Single CPU support only No remote management possible

    No SCSI support

    Starts as an application not as a service

    Shares disk format with Virtual Server

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    Virtual Server 2005 R2 SP1

    Microsofts current offering forvirtualisation in production

    environments Shares underlying technology

    with Microsoft Virtual PC

    Web based management portal

    Guests supported include: Windows (up to Vista with SP1)

    Linux

    Virtual Server 2005 R2: Administration Website

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    Clustering in Virtual Server 2005 R2 SP1

    Host to Host

    Clusterstorage

    SAN or iSCSIconnection

    Guest to Guest

    Clusterstorage

    iSCSIconnection

    l

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    Virtual Server 2005 R2 SP1

    VM Additions VM additions provide enhanced performance and additional

    functionality to the guest OS Additions available for XP, Windows 2003, Vista and Linux Windows additions provide:

    Allow for direct mode kernel execution (faster processing of some

    commands) Linux additions provide: Time sync Shutdown support SCSI disk Does not allow for direct mode kernel execution

    Important to update for each new release to maximiseperformance benefits

    i d i li i

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    Windows Virtualisation

    To be released within 180 days after the Longhornrelease (no Beta available as yet)

    Requires Intel VT or AMD Virtualisation hardware

    Uses HypervisorHypervisorHypervisorHypervisor(a thin layer of software under theHost OS)

    Hardware

    VMM (Hypervisor)

    Guest 1

    (Host OS)Guest 2

    Vi l M hi M

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    Virtual Machine Manager

    Virtual Machine Manager: Centralized management view

    C li d M R

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    Centralized Management: Reports

    Full set ofFull set of

    reports,reports,integration withintegration with

    MOM databaseMOM database

    Actions oneActions one

    click away inclick away in

    context sensitivecontext sensitive

    Actions PaneActions Pane

    S lf S i P t l

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    Self Service Portal

    Ability to controlAbility to controlowned virtualowned virtual

    machinesmachines

    Thumbnails ofThumbnails of

    all owned virtualall owned virtual

    machinesmachines

    Self-Service PortalP i i i

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    Provisioning

    User selects from listUser selects from list

    of templatesof templatesAdministrator hasAdministrator has

    associated with thatassociated with that

    useruser

    Self-Service PortalPr isi nin

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    Provisioning

    New virtual machineNew virtual machineready for use, Terminalready for use, Terminal

    Services connectionServices connection

    informationinformation

    automatically emailedautomatically emailed

    to user.to user.

    Virtual Server 2005 vs

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    Windows Server Virtualization

    Virtual Server 2005 R2Virtual Server 2005 R2Virtual Server 2005 R2Virtual Server 2005 R2 Windows Server VirtualizationWindows Server VirtualizationWindows Server VirtualizationWindows Server Virtualization

    32323232----bitbitbitbit VMsVMsVMsVMs???? Yes Yes

    64646464----bitbitbitbit VMsVMsVMsVMs???? No Yes

    MultiMultiMultiMulti----processorprocessorprocessorprocessor VMsVMsVMsVMs???? No Yes, up to 8 processor VMs

    VM memory support?VM memory support?VM memory support?VM memory support? 3.6 GB per VM More than 32 GB per VM

    Hot add memory/processors?Hot add memory/processors?Hot add memory/processors?Hot add memory/processors? No Yes

    Hot add storage/networking?Hot add storage/networking?Hot add storage/networking?Hot add storage/networking? No Yes

    Can be managed by System CenterCan be managed by System CenterCan be managed by System CenterCan be managed by System CenterVirtual Machine Manager?Virtual Machine Manager?Virtual Machine Manager?Virtual Machine Manager?

    Yes Yes

    Microsoft Cluster support?Microsoft Cluster support?Microsoft Cluster support?Microsoft Cluster support?Yes Yes

    Scriptable / Extensible?Scriptable / Extensible?Scriptable / Extensible?Scriptable / Extensible? Yes, COM Yes, WMI

    Number of runningNumber of runningNumber of runningNumber of running VMsVMsVMsVMs???? 64More than 64.

    As many as hardware will allow.

    User interfaceUser interfaceUser interfaceUser interface Web Interface MMC 3.0 Interface

    Xen

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    Xen

    Open source hypervisorsolution

    Installs on bare-metal Linux VMs fully supported

    Red Hat Debian

    Suse Windows VMs require Intel VT

    or AMD-V processor Microsoft Windows Server 2000

    Microsoft Windows Server 2003 Microsoft Windows XP SP2

    XenSource

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    XenSource

    XenSource Products

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    XenSource Products

    N/AN/AMid-2007Shared storageShared storageShared storageShared storage

    N/AN/AMid-2007Live MigrationLive MigrationLive MigrationLive Migration

    Red Hat EL 3.6, 3.7, 3.8,4.1, 4.2, 4.3, 4.4, 5.0;SUSE SLES 9.2, 9.3, 10.1;Debian Sarge

    N/A (Windows guestssupport only)

    Red Hat EL 3.6, 3.7, 3.8,4.1, 4.2, 4.3, 4.4, 5.0;SUSE SLES 9.2, 9.3, 10.1;Debian Sarge

    Linux guest supportLinux guest supportLinux guest supportLinux guest support

    Windows Server 2003;Windows XP; Windows

    2000 Server

    Windows Server 2003;Windows XP; Windows

    2000 Server

    Windows Server 2003;Windows XP; Windows

    2000 Server

    Windows guest supportWindows guest supportWindows guest supportWindows guest support

    Developers, testers,support, IT enthusiasts

    Windows IT professionalsEnterprise IT, systemintegrators

    User ProfileUser ProfileUser ProfileUser Profile

    Virtual Iron

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    Virtual Iron

    An enterprise ready native virtualisation platform

    Uses hardware-assisted virtualisation technologies ofIntel VT and AMD-V processors

    Based on an open source hypervisor derived from theXen open source project

    No software need be installed on physical hardware

    Virtual Iron Components

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    Virtual Iron Components

    Operating systems that are fully virtualised on aphysical server

    VariesGuest operatingsystems

    Controls virtual servers through an agent in the servicepartition

    CommercialVirtualisationManager

    Second software loaded when physical server boots.

    Manages virtual server creation and configuration

    and all I/O.

    GPLService Partition

    First software loaded when physical server boots.Manages all hardware resourcesGPLHypervisor

    FunctionFunctionFunctionFunctionLicenseLicenseLicenseLicenseComponentComponentComponentComponent

    Virtualization Manager

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    Virtualization Manager

    Java-based application Allows for central

    management ofvirtualized servers

    A physical server canhave many virtualizedservers, which are run asunmodified guestoperating systems.

    Virtual Manager Policy-based Automation

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    Virtual Manager Policy based Automation

    LiveMigration moves a running virtual server from one physicalserver without pausing or impacting running applications

    LiveCapacity monitors virtual server CPU utilisation or otherapplication needs to determine when a workload needsadditional capacity. When a user-defined threshold is met, thevirtual server is LiveMigrated to a physical server that has thenecessary resources

    LiveRecovery monitors the status of physical resources andmoves virtual servers to maintain uptime in the event of ahardware failure

    LiveMaintenance moves virtual servers to alternative locationswithout downtime when a physical server is taken offline formaintenance

    Virtual Iron Architecture

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    Virtual Iron Architecture

    Supported Configurations

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    Suppo ted Co gu at o s

    Up to 16Virtual disks per virtual server

    Up to 5Virtual NIC adapters per virtual server

    Up to 5Virtual servers per physical server CPU

    Up to 96GBRAM per Physical Server

    Up to 8Processors per virtual Server

    100s per virtual data centreVirtualised Nodes

    Intel Xeon with Intel VTAMD Opteron with AMD-V

    Processors

    32 and 64-bit Red Hat Enterprise Linux 4

    32 and 64-bit SUSE Linux Enterprise Server 9

    32-bit Windows XP

    32-bit Windows 2003

    Operating systemsSupportFeature

    Virtuozzo

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    Virtuozzo

    Operating SystemLevelVirtualisation

    Creates multiple, isolated virtualenvironments (VEs)

    Whereas VMs attempt to virtualize

    "a complete set of hardware," VEsrepresent a "lighter" abstraction,virtualizing instead "an operatingsystem instance"

    Parallels Workstation

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    Test/Development solutionaimed at desktop market

    Uses hypervisor technology Wide guest OS support

    Entire Windows family - 3.1,3.11, 95, 98, Me, 2000, XP and

    2003 Linux distributions Red Hat,

    SuSE, Mandriva, Debian andFedora Core

    FreeBSD Legacy operating systems e.g.

    OS/2, eComStation and MS-DOS.

    HP Virtual Server Environment

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    Implemented on HP Integrity and HP 9000 systems

    Physical to Virtual (P2V)

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    y

    P2V is the term used to describe the process ofconverting physical servers into virtual machines

    Can be performed while server is live

    Some operating systems require cold migration

    Process: Analyse source

    Create a target VM

    Transfer data from physical source to virtual target

    Transform VM

    VMware Converter

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    Replaces P2V Assistant

    Wizard based conversion

    process Can convert physical machines,

    virtual machines or third partysystem images (e.g. SymantecGhost, Backup Exec LiveStateRecovery)

    Source physical machines: 64-bit Windows XP/2003

    WinNT SP4+ Windows 2000 Windows XP Windows 2003

    Platespin PowerConvert

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    Anywhere to anywhereconversion Peer-to-Peer

    Physical to Virtual (P2V) Virtual to Virtual (V2V) Virtual to Physical (V2P) Physical to Physical (P2P)

    Image Capture Physical to Image (P2I) Virtual to Image (V2I)

    Image Deployment Image to Virtual (I2V) Image to Physical (I2P)

    Disaster Recovery

    Physical to Virtual (P2V) Virtual to Virtual (V2V)

    Windows and Linux sourcescan be converted

    Platespin PowerConvert

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    Portlock Storage Manager

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    Third-party NetWare datamanagement product

    Can be used for P2Vconversions of NetWareservers

    Requires some manualreconfiguration of VM

    Capacity Planning

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    Important first step in any server consolidation project

    Aims: Understand server performance and utilization rates of a group

    of servers

    Identifying servers that are good candidates to be migrated

    into virtual machines Size virtual environment accurately

    Statistics are gathered and processed

    What-if scenarios can be run to examine differentpossible approaches

    VMware Capacity Planner

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    Platespin PowerRecon

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    Inventory AnalyseWorkload

    Data

    Collection

    Recommend

    p

    Onsite data collection and analysis

    Scenario modelling (what-if)

    Agentless operation

    Some additional products

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    VMware Lab Manager

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    Create centralised pools

    of VMs, storage andnetwork components

    Rapid setup and teardown of test/dev

    environments Maintain library of

    customer and productionsystem environments

    VMware ACE

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    VMware Virtual Desktop Infrastructure

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    Dunes VS-0

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    Dunes VS-O

    Virtual Machine Backup and Replication

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    esxRanger Professional LAN/WAN backups Backup active servers Database of backup activity

    esxReplicator Replicate changes to remote location chunked by time or data changevolumes

    Effective business continuity

    Virtual Machine Backup and Replication

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    esXpress Virtual Backup Appliance

    runs backup jobs within aVM

    Offloads CPU and memoryutilisation from VMware ESX

    console

    Virtual Solution Box Also implemented as a

    virtual machine appliance

    esxCharter

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    A Windows based esxtop and more

    esxMigrator

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    Assists customers upgrading fromVMware ESX 2.X to VMware ESX3.0

    Uses data manipulation strategies

    that can copy virtual disks muchfaster than allowed by theVMware console

    Enables failback contingency

    Best Practice Recommendations

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    Explore your options.

    Evaluate your applications for potential consolidation.

    Understand the differences between variousvirtualization solutions.

    Look closely at the licensing and support policies ofyour software vendors.

    Start small.

    Best Practice Recommendations

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    Manage expectations.

    Beware of virtual sprawl.

    Consider blades as a complementary consolidationstrategy.

    Integrate server consolidation with a broaderconsolidation strategy.

    Develop a framework for continuous consolidation.

    More Information

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    Alan McSweeney

    [email protected]