Archive for category Virtualization

The Case Against Desktop Virtualization

Virtual Strategy Magazine has recently published my article, The Case Against Desktop Virtualization.  From the introduction to the article:

Ladies and gentlemen of the jury: You are being called upon to partake in one of the most important duties of an IT professional.  You will be asked to objectively evaluate claims and determine whether a relatively new development in virtualization technology – desktop virtualization – is a valid and useful solution for your environment.  You have already heard many strong arguments for desktop virtualization from much of the industry.  You will now hear from the other side: A discussion of how you can gain many of the benefits of virtualization without moving desktop computing to the confines of the data center.

OK, all drama aside, I should be clear about the point of this article.  My goal is not to convince you that desktop virtualization is not a good idea.  Rather, I’d like to provide some counter-point to a lot of the hype that we have been hearing lately.  Specifically, I’ll point out how many of the problems that desktop virtualization is designed to solve can be addressed in other ways.  The goal for you, the reader, is to determine which of these is the best way to solve these problems.  Order in the court!

Perhaps it’s a bit too dramatic, but I think it presents a good case, overall.  Feel free to leave your pleas and judgments here.

Understanding Hyper-V Snapshots

Microsoft’s Hyper-V includes a new model for creating point-in-time views of your VMs and for quickly and easily rolling back to them.  The new architecture is much improved over the "undo disks" model used by Microsoft Virtual Server and Virtual PC.  My SearchServerVirtualization.com article, Taking Snapshots with Hyper-V explains the details.  From the introduction:

Have you ever wished you could go back in time and remember how your virtual machines (VMs) used to look? You know, like before you installed that pre-production beta patch on a mission-critical application? Or before you accidentally overwrote the passwords in a login table by leaving off the WHERE clause of an SQL UPDATE statement?

As the father of more VMs than I can count, I often feel the same way. Fortunately, Microsoft’s Hyper-V provides a useful method of creating and applying point-in-time views of the status of your VMs: the aptly-titled snapshots feature. This easy-to-use tool can create VM snapshots from the Hyper-V Management Console.

See the full article for an in-depth discussion of the benefits of snapshots and how you can use them to help manage your VMs.

Hyper-V RC1 Now Available

Microsoft recently made available the Release Candidate 1 (RC1) update for x64-based versions of Windows Server 2008.  To get the latest bits (in a Microsoft update installer package), go to Update for Windows Server 2008 x64 Edition (KB950049) at the Microsoft Download Center.  If you’re performing remote administration from a 32-bit edition of Windows Server 2008, you can also download the RC1 update for 32-bit machines (remember that Hyper-V itself runs only on x64 machines that have virtualization CPU extensions). 

To get more details on what is new and what has changed, see the Release Notes for the RC1 Release of Hyper-V document.  The associated Knowledge Base Article 950049 also describes issues for updating, including the incompatibility of snapshots made in previous beta/RC releases of the product.  You also want to upgrade VMs to the latest version of Integration Services (included with the update). 

Hyper-V and Clustering

A few days ago, I did a presentation on Microsoft’s Hyper-V at the DevTeach Conference in Toronto.  One of the areas I didn’t really get to expand upon is clustering for virtualization servers.  In brief, there are two main approaches – host clustering and guest clustering.  In the Microsoft world, Hyper-V relies on the tried-and-true Microsoft Cluster Services.  So the question remains: How do you set this up?  To get step-by-step details (18 pages of it!), see the free downloadable document: Step-by-Step Guide for Testing Hyper-V and Failover Clustering.  The document walks you through the required steps and is also a great way to learn more about Hyper-V administration for high-availability.

Hyper-V vs. The Competition

I was recently asked to write an article that presents the case for Microsoft’s Hyper-V.  The article, Virtualization Face-Off: The Case for Hyper-V, includes some considerations that I believe will help the success of Hyper-V.  From the introduction:

It’s not always easy to defend an underdog, especially when they’re going up against the might of a large corporation that dominates its marketplace. And it’s not often that Microsoft is considered the underdog. Microsoft’s upcoming Hyper-V and associated management tools will take on VMware and the rest of the market and in doing so will very likely change users’ expectations for virtualization products.

Of course, this is bound to be a heated topic.  Feel free to voice your questions and comments here.

Understanding Hyper-V Partitions and Device Drivers

My recent SearchServerVirtualization.com article, Understanding Hyper-V partitions and device drivers, attempts to demystify some of the terminology related to Microsoft’s new virtualization platform.  From the article’s introduction:

As is the case with many other technologies, the virtualization space is filled with a mystifying array of terminology. Familiar definitions, such as guest, host, physical and virtual, interact within constellations of other, more product-specific terms. Microsoft’s Hyper-V has its own language that includes terms such as synthetic and emulated drivers; root, parent, and child partitions; and a smattering of others necessary for understanding and working with Microsoft’s upcoming virtualization platform. In this tip, I’ll explain the terms that are relevant to how device drivers work in Hyper-V, which should help with installation of the product, managing performance and troubleshooting any issues that might arise.

Be sure to check out the full article for all of the details.

Understanding Hyper-V Partitions and Device Drivers

I recently wrote a new article that helps explain the architecture of Hyper-V.   From the introduction:

As is the case with many other technologies, the virtualization space is filled with a mystifying array of terminology. Familiar definitions, such as guest, host, physical and virtual, interact within constellations of other, more product-specific terms. Microsoft’s Hyper-V has its own language that includes terms such as synthetic and emulated drivers; root, parent, and child partitions; and a smattering of others necessary for understanding and working with Microsoft’s upcoming virtualization platform. In this tip, I’ll explain the terms that are relevant to how device drivers work in Hyper-V, which should help with installation of the product, managing performance and troubleshooting any issues that might arise.

You can find the entire article at SearchServerVirtualization.com: Understanding Hyper-V partitions and device drivers.

DevTeach Conference Reminder

The DevTeach Conference in Toronto is quickly approaching, but there’s still time to register.  The conference will be held on May 12th – May 16th and is a great opportunity to learn about Microsoft-focused development and IT details.  I’ll be presenting three sessions:

  • Evaluating Virtualization Tools and Technologies
  • Windows Server 2008’s Hyper-V: Inside and Out
  • SQL Server Data Protection and High Availability

For more details, see my earlier post, DevTeach Conference Sessions.  You can find some compelling reasons to attend (along with a complete list of presentations) at the DevTeach web site.

Screencasts: Installing and Managing Microsoft Hyper-V

One of the best ways to learn about any product is by using it and/or watching it in action.  For those of that are curious about Hyper-V, but don’t necessarily have the time or hardware to setup a test environment, a couple of free screencasts might be the next best thing.  Here are links to a couple of videos based on the pre-release versions of Hyper-V (each is around 10 minutes long).

Installing Hyper-V

The following screencast will talk you through the steps required to get up and running with Microsoft’s virtualization services in Hyper-V. The demonstration will use the release version of Windows Server 2008, which includes a beta of Hyper-V. You’ll learn about prerequisites, system requirements and using Server Manager to install and verify the Hyper-V server role.

You can view the screencast on SearchServerVirtualization.com: Installing Microsoft Hyper-V: A screencast

Creating and Managing VMs with Hyper-V

Once you have installed Hyper-V on Windows Server 2008, you’ll need to perform several steps to create, configure, and start your virtual machines. This screencast will walk through those steps, including Hyper-V server settings, virtual machine virtual hardware configuration settings and basic virtualization operations.

You can view the screencast on SearchServerVirtualization.com: Creating and managing virtual machines with Microsoft Hyper-V: Screencast

Using System Center Virtual Machine Manager (SCVMM)

It’s clear that many organizations are looking for solutions to managing their virtualization environments.  Numerous vendors have entered this market, and leading enterprise management vendors have added virtualization support to their products.  Microsoft’s entry – System Center Virtual Machine Manager – helps to address some of the most common problems related to deploying and managing VMs.  While there are certainly limitations in the first version of the product, Microsoft will soon be adding supporting for VMware. 

I recently wrote an article on SCVMM for SearchServerVirtualization.com.  From the introduction:

Is it really possible to have too much of a good thing? When it comes to virtual machines (VMs), that often seems to be the case. More is not necessarily better from the standpoint of systems administration. The issue of VM sprawl – the rapid proliferation of virtual machines in a production environment – can present a challenge. Apart from the larger number of operating systems and application stacks to manage, the entire process of IT systems management can be upended.

For most IT departments, automation is a necessity for managing more than a few systems, whether physical or virtual. In this tip, I will offer a solution: Microsoft’s System Center application suite. While this software package is only one option, I’ll use it to illustrate how automation can help resolve real issues.

You can access the entire article, Managing virtual machines with Microsoft System Center for free online.

RunAs Radio: Virtualization / Hyper-V Discussion

Earlier this morning, I had the privilege of chatting with Richard Campbell and Greg Hughes, hosts of RunAs Radio.  The discussion focused on Microsoft’s Hyper-V, and the importance of virtualization management/automation.  It’s a fairly fast-paced conversation and is around 30 minutes long.  The show will be available shortly (and for free) at http://runasradio.com/default.aspx?showNum=52

Virtual Strategy Magazine: Optimizing Virtualization Performance

M article, Empire Management, Episode 2: Optimizing Virtualization Performance, is now available on the Virtual Strategy Magazine web site.  From the article’s introduction:

Whether your primary job function is more like that of Han Solo – avoiding Imperial pursuit forces – or that of Darth Vader (doing said pursuing), you know that performance is important.  Part of every IT manager’s mission is to squeeze as much potential performance out of existing investments as possible.  While your data center might resemble a massive Death Star, it’s important that it’s individual components run as smoothly as, say, a TIE Fighter.

In my previous article in this series, Empire Management 101, I focused on topics related to how you can monitor the performance of your virtualization host servers and the VMs that they support.  In this article, I’m going to focus on the application of this information – how you can use performance details to make better decisions about how to deploy and distribute your VMs.

Don’t let all the Star Wars references fool you – the article does include some important technical recommendations for monitoring, managing, and optimizing virtualization performance.  May the Force be with you!

Advanced NAS Features for Virtualization Article

I recently wrote an article on using Network-Attached Storage (NAS) devices for supporting virtualization.  You can find the article, Using advanced NAS features in virtualization at SearchServerVirtualization.  From the article’s introduction:

When it comes to determining the type of storage to deploy, are you a storage-technology snob? Or do you consider network-attached storage (NAS) devices as part of your storage strategy?

There’s clearly a perception among some systems administrators that high-end solutions such as Fibre Channel-based SANs provide the better performance. Or they might prefer products based on iSCSI, which provide some of the same benefits such as block-level disk I/O. Plus, iSCSI-based products run over existing copper-based Ethernet connections instead of requiring a much more expensive fiber optic infrastructure, making them even more attractive to admins.

So where does this leave the tried and true NAS device? While newer technologies get most of the attention, modern NAS devices provide many new features, including ones that simplify virtualization and support larger numbers of virtual machines (VMs). How these advanced features benefit virtualization will be the focus of this tip.

Personally, I think NAS solutions are great for organizations of all sizes.  They’re certainly far more cost effective than Fibre Channel SANs and work well with solutions that don’t need block-level I/O.

Read the full article to learn about these advanced features and to find out if or how NAS devices can help alleviate potential storage-related issues for your virtual infrastructure.

WebCast: Controlling VM Sprawl

I recently recorded a live WebCast titled Virtualization: Best Practices for Preventing VM Sprawl.  The presentation walks through some recommendations for gaining (or regaining) control in environments where IT departments are having a hard time managing hundreds or dozens of VMs.  Here’s the abstract:

Industry experts agree that implementing virtualization without good management is more dangerous than not using virtualization in the first place. While organizations and IT staff do see the many benefits of implementing virtualization, the challenge of controlling virtual infrastructures is quickly rising as a top management priority. According to a Gartner survey, Virtual Machine (VM) "sprawl" is a major concern that appears to lack a comprehensive solution (Virtualization Needs and Trends, Cameron Haight, 29 August 2007).

This webinar will look at sources of VM sprawl and investigate the dangers inherent in a sprawl condition. It will focus on best practices for preventing VM sprawl and for establishing and maintaining control of virtualized environments.

The presenter, Anil Desai, draws on his past experience as a data center manager who has successfully managed environments of thousands of virtual machines as well as his books on this subject to outline a series of best practices aimed at maintaining control of your virtual machines, no matter how many you have.

The WebCast was sponsored by Embotics, and includes information about their V-Commander product, which helps manage VMs.  I hope you find the content to be useful!

Free P2V Backup/DR Tutorial

Virtualization technology provides a lot of promise related to implementing backups and  managing disaster recovery environments.  For example, since VMs are self-contained, they can be easily moved or copied to other servers.  Administrators can use a variety of methods to keep multiple VMs synchronized (see my Backup / DR category for some articles on the topic).  But, in the real world, the problem becomes implementation.  With most virtualization platforms, you’ll either need to invest in additional (and often, costly) tools, or you’ll need to roll your own.

For the latter approach, Frane Borozan has created a physical2virtual.backup tutorial that walks through the major steps of setting up backups and DR for VMware environments.  From the site’s home page:

I will here describe whole process of implementation of virtual servers into your current network infrastructure. With virtualization you will get virtual failover servers and you will have fresh replica of all of your important data, so in case main servers failure you will have fast disaster recovery plan that just works. Of course you can have clusters in your network infrastructure but what is the cost of managing clusters and paying licenses for that expensive kind on in stable software.

There are always savings into hardware and power consumption, imagine now you need to have one physical for every server you own if you want to have good disaster recovery plan, with this you can have dozen of backups on the same server and you will run only backup that is needed in case of the disaster.

He also provides scripts and batch file commands for automating the process (a huge time-saver for those that want to use this approach).  Perhaps the best thing about the Tutorial is that it’s really practical.  It doesn’t assume you’ll be making multi-million-dollar investments in proprietary hardware and software.  Rather, it helps you utilize your standard infrastructure – multi-homed servers and Gb Ethernet switches. 

Good luck, and feel free to leave comments if you have any feedback on the approach!