Virtualization Technology Primer
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  • 1. Virtualization Technology Primer Anne Skamarock, Research Director Barb Goldworm, President & Chief Analyst
  • 2. Speaker Bios • Barb Goldworm, President and chief analyst, Focus – 30 years in systems, software, and storage Software Architecture/Development, Systems Engineering, Tech Support, Education, Marketing, Sales, Senior Management – IBM, StorageTek, Novell, Enterprise Management Associates, multiple successful startups • Anne 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 Costs and numerous Research Reports, White Papers and Columns – Expert Columnist since 1990s – NetworkWorld, ComputerWorld SNWOnline, TechTarget SearchServerVirtualization, Virtual Strategy Magazine • Conference Chairs– Interop Virtualization Track Virtualization Insight at Blade Systems Insight Server Blade Summit on Blades and Virtualization
  • 3. Virtualization Primer • Virtualization Business Drivers • IT Technology Trends • Market Analysis • Virtualization Timeline • Types of Virtualization • Virtualization 2.0 • Virtualization and Platform Choices • Futures • Conclusions & Recommendations
  • 4. Virtualization Business Drivers Financial • Consolidate underutilized HW Reduce space, power, & cooling, reduce TCO & maximize ROI Operational • Upgrade aging infrastructure and Improve reliability, availability, migrate older applications onto serviceability, and scalability more reliable and manageable Reduce costs of managing legacy hardware and software platforms hardware and distributed software Improve overall resource management Service Delivery • Improve IT agility and ability to Reduce time to bring up new servers, respond to both peak loads and applications, & users (time-to- computing-on-demand production), improve user service
  • 5. ROI and TCO • ROI – Increased utilization (10% -> 80%) – Same workload, fewer systems, less overall cost – Decreased time to production – Increased availability • TCO – Reduce CapEx • Hardware and software costs • Cabling costs – Reduce OpEx • Reduce ongoing facilities costs • Reduce ongoing management costs • Reduce ongoing maintenance costs Copyright 2007 Focus Consulting
  • 6. IT Technology Trends • Systems – Multi-core, more memory, virtualization hardware assists – 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 Copyright 2007 Focus Consulting
  • 7. Server Virtualization Market Source: IDC, 2008
  • 8. Virtual Machine by Form Factor Server Form Factor –Virtualized servers are typically not large monolithic systems –Rather, they are more likely 2-4 way servers that are richly configured. Blades will play a future role here –Blade servers were adopted by more than one-quarter of the sample. •The adoption of blade servers for virtualization is almost four time that of the general server market. Source: 2007 IDC Q: How would you describe the [virtual] server form factor? N=420 VMs and Server Blades are the platform for Dynamic IT
  • 9. Microsoft Terminal Services Virtual Viridian Windows Hyper - Server & beta Server 2008 V Connectix MS MS MS Virtual PC MS Xen Virtual PC Virtual Virtual For Free MS acquires agreement MS MS Application for Windows Server acquires Connectix PC SoftGrid Streaming Softricity SWsoft Xen Open Source bundled into Parallels SWsoft & Virtuozzo Virtual Iron Novell SUSE, Red Hat Linux, Virtual Parallels Merge Iron, Oracle VM Citrix Desktop Provisioning Server, (MetaFrame becomes Citrix MetaFrame Broker/Server XenServer, XenDesktop, Citrix Presentation Server and Tarpon XenApp Xen Citrix acquires Citrix MS Open Ardence (OS acquires XenDesktop Source streaming) XenSource agreement 3.0 GSX/ VMware GSX Server VMware Virtual Desktop VMware ESX Free VI3 Infrastructure (VDI) VMware Workstation VMware Fusion VMware Player VMware ACE VMware VMware VMware VMware acquired by acquires IPO acquires EMC Propero Thinstall Sun acquires Sun SunRay Thin Client and SunRay Server Software Sun Secure Global Desktop Sun Tarantella VDI XVM 2002 2003 2004 2005 2006 2007 2008
  • 10. Types of Virtualization • Network Virtualization Cluster – VLANS, VSANS, virtual NICs, virtual WWNs Virtual Virtual • Storage Virtualization App App VM 1 VM 2 – Host, Network, Device Desktop VM 1 • Systems and Software Server Desktop – Server, Desktop & Virtualization Virtualization Application Virtualization Virtualization of all Storage Virtualization resources into a virtualized infrastructure which enables Agile Network Virtualization Dynamic IT
  • 11. Systems Virtualization • Servers – Hosted Virtualization – OS Virtualization – Bare Metal Hypervisors • Desktops – Presentation Virtualization aka published desktop/apps – Virtual Clients (server hosted) – Virtual Clients (client/PC hosted) • Applications – Application virtualization/Isolation – Application Streaming
  • 12. Server Virtualization • Hosted Virtualization – VMware Workstation/Server – Microsoft Virtual Server • OS Virtualization – SWSoft /Parallels Virtuozzo – Solaris Containers • Bare-metal Hypervisor – VMware ESX, XenServer, Microsoft Hyper-V
  • 13. Hosted Virtualization • First, most familiar VM 1 VM 2 • Relies on existing OS Virtualization layer • High overhead • Driver support from OS Host OS Hardware
  • 14. OS Virtualization • Least overhead Virtual Virtual • No added I/O overhead. Environment Environment • Virtual Environment (VE) Virtual Virtual Environment Environment can only be the same as the host OS. OS Virtualization Layer • Support for Windows Host OS Server, Linux, and Solaris. Hardware
  • 15. Bare-metal Virtualization • What people usually mean now when talking about server virtualization • No host OS • Performance with most flexibility • Three types of bare- metal virtualization
  • 16. Types Of Bare-Metal Virtualization • Full virtualization – Virtualization done in software layer – Guest OS has no idea that it is being virtualized • VMware ESX • Paravirtualization/enlightenment – Guest OS kernel modified for virtualization • Xen • Hardware-assisted virtualization – CPU chipset assists with virtualization • Intel-VT, AMD-V and Xen 3.0
  • 17. Comparing Bare Metal Approaches Bare-Metal Virtualization Hosted Virtualization Cost Flexibility Performance OS Virtualization 0 2 4 6
  • 18. Server Virtualization and Storage: DAS, NAS, SAN Direct-Attached Network-Attached Storage Area Storage (DAS) Storage (NAS) Network (SAN) Application Application Application Network File System File System Network File System Storage Storage Storage Source: HGAI SCSI IP – CIFS or NFS Fibre Channel or iSCSI
  • 19. VMware Storage Options ESX Server DAS iSCSI Array Fibre Channel Array NAS
  • 20. Comparing Storage Options Storage VMware Clustering VMware HA Type Transfers Interface data store VMotion RDM VMs and DRS SCSI Block access of SCSI bus VMFS No No No No data/LUN Fibre Block access of VMFS Yes Yes Yes Yes Channel data/LUN FC HBA iSCSI Block access of iSCSI HBA VMFS Yes Yes No Yes data/LUN (hardware- initiated iSCSI ) NIC (software- initiated iSCSI) NAS over File (no direct NIC NFS Yes No No Yes NFS LUN access)
  • 21. Storage Virtualization Make changes to the storage without disrupting host applications Virtual Virtual Virtual Virtual Disk Disk Disk Disk SAN Manage the storage Apply common SAN Volume Controller pool from a central copy services point Advanced Copy Services across the storage pool Storage Pool DS8000 HP Combine the capacity HDS EMC from multiple arrays DS4000 into a single pool of storage
  • 22. Virtualization 2.0: Beyond Consolidation • 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 & other advanced management features • Virtual Desktops and Applications - Extend beyond servers to virtual clients and application virtualization and streaming Copyright 2007 Focus Consulting
  • 23. Advanced Management • Live Migration • High Availability – failover and PM • Workload balancing • Automated peak-load Response • Storage Virtualization integration
  • 24. Highly Available On-Demand Computing Workload Balancing + High Availability + On-Demand Capacity X
  • 25. Server Virtualization: Availability Continuum • Hardware • Redundant components & Hot Swap • Redundant systems • System Fault Tolerance • Software • Virtual Resource Pools • Clustering at virtualization layer • Clustering guest OS VMs • Live Migration within resource pool • Software based Fault Tolerance Copyright 2007 Focus Consulting
  • 26. Beyond Server Consolidation: Desktops & Applications • What? – Virtual Destkops - Published destkop/applications – Server Based Computing - Server Hosted VM Desktops - Virtual Desktop Architecture (VDA) - Client Hosted – locally or centrally managed – Application virtualization • Applicataion Isolation/sandboxing • Streaming applications for local execution • Why? – Eliminate/minimize SW on desktop – Centralize and reduce desktop management – Reduce application interaction problems
  • 27. Desktops/Apps: Use Cases and Technologies Server- Server- Virtual Desktop Based hosted Computing Architecture Delivery Application Virtualization and Streaming Managed Managed PC/ client- client- Workstation hosted Client- hosted Blades hosted Delivery Client-hosted Desktop Virtualization Copyright 2008 Task Users Knowledge Workers Power Users Mobile Users Focus Consulting
  • 28. XenApp/Terminal Services Sessions Virtual Desktop Architecture Virtual Desktops (VMs) Multi-User Architecture User Access Devices PC App 1 App 2 App 1 App 2 PC Guest OS App 1 App 2 App 1 App 2 Guest OS Thin Client Thin Client App 1 App 2 App 1 App 2 App 1 App 2 Guest OS Laptop Laptop Hypervisor Windows (TS) Server Server Hosted Server PC or Workstation Client Hosted Contractor/ Blades Multi-OS or DeveloperDesktop Work from Home Desktop Vista XP Secured/Managed Virtual Desktop Mac OS Unmanaged Linux Personal/Contractor Desktop Microsoft Virtual PC, ClearCube, HP, IBM, Verari Parallels Desktop, MS Kidaro, VMware ACE, VMware WorkStation, Player, Fusion RingCube MojoPac
  • 29. Virtual Desktop Architecture (VDA) • Server-hosted, client virtualization • Each user connects to VM from Thin or Rich Client • VMs can be customized, user has more control than published apps • Dedicated or pooled VMs • Connection broker/manager handles connecting user to VM, Published Apps, Workstation/PC Blade • Integrates with AD • Provisioning assistance (templates, golden images) • New licensing options – MS VECD
  • 30. Application Virtualization/Streaming Data Center Executes on User Devices Adobe Red Red XP XP Vista Vista Hat Solaris Solaris Reader Hat VM VM VM VM VM VM VM VM Desktop Virtualization Desktop Virtualization Visio Desktop OS Desktop OS 11 to Many to Many Local Desktop Virtualization MS Office 2003 MS MS MS MS Adobe Adobe Office Office Office Office Visio Visio Reader Reader 2007 2007 2003 2003 Application Packaging/ Sequencing Server MS IE IE Office Application Virtualization Application Virtualization 2007 Desktop OS Desktop OS Web or Streaming Server Application Virtualization
  • 31. Selecting a Virtualization Solution • Virtualization Architecture : performance, flexibility, cost • SW Platform support: server, desktop, apps, guest OS • High Availability options: clustering -> fault tolerance • Management: integration with physical, OS, apps mgmt, advanced mgmt features • HW Platform support: hardware assists, memory, storage, networking, scalability, RAS
  • 32. Software Choices: x86 Server Virtualization • VMware – ESX, Virtual Infrastructure 3, Virtual Center, HA, DRS, DPM, VMotion, Storage VMotion, Site Recovery Manager, Server, Workstation, Player, ACE, Fusion, Thinstall • 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
  • 33. Future: Virtualization 2.0 & Beyond • Hypervisors everywhere, including embedded/bundled in hardware • 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 • Increased focus on security issues • VM Life cycle management addressing virtual sprawl • VM Performance, Capacity Planning, Monitoring emerging market • Licensing changes to address virtual world Management will become the key issue Copyright 2007 Focus Consulting
  • 34. Recommendations • If you haven’t already started virtualizing, start evaluating, gaining experience now – Hypervisors, live migration, resource pooling, HA, virtual clients, application 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 Copyright 2007 Focus Consulting
  • 35. Focus Resources • Columns and webcasts • Blade Servers and Virtualization – Assessing Your Needs, System Software Considerations, Differentiating & Selecting Solutions, Features Matrices • Focus Research Reports – Focus Research Series: Desktop & Application Delivery • Available NOW – Focus Research Series: Virtualization Management (2H 08) • Website: www.focusonsystems.com • Email: bgoldworm@focusonsystems.com; askamarock@focusonsystems.com