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Consolidation Planning
Getting the Most from Your Virtualization Initiatives




Mike McKay
Solutions Specialist
Mike.McKay@novell.com
Session Overview

      Todays Data Center
      Virtualization adoption rates

      Consolidation ratios

      Consolidation Planning
      Introduction to consolidation planning

      The 4 steps to success

      The proof is in the virtual pudding

      PlateSpin Recon Demo       ®




2   © Novell, Inc. All rights reserved.
Today's Data Center
Virtulization in 2010

    Most of the large and mid-tier enterprises are well
    along the path to virtualization

    Gartner Group stated in the December 2009 Data
    Center conference “The Global 500 has approx.
    25% of x86 workloads virtualized”

     2 common methods of implementing virtualization
                    »   Over provisioning of the virtual infrastructure (large initial investment)
                    »   Pay as you go virtual infrastrcture
                        (purchase more capacity (nodes) as needed)

    Forrester research indicates typical server consolidation
    ratios of under 10 VM's per host initially.
4   © Novell, Inc. All rights reserved.
Virtualization Adoption

                                                                                 31+ Vms per
                                                                                 physical host
                                                                21-30 Vms per
                                                                 physical host
                                            10-20 Vms per
                                             physical host
           <10 Vms per
           physical host


    Firms implementing ITIL




     Production systems
         virtualized
                                          Virtual server host
                                           utilization target

             Stage 1:                         Stage 2:             Stage 3:        Stage 4:
            Acclimation                     Consolidation          Process       Policies and
                                                                 Improvement     Automation
5   © Novell, Inc. All rights reserved.
Understanding Virtualization Adoption

       Stage 1: Acclimation                                Stage 2: Strategic Consolidation
       • Get comfortable with it as a concept and tool     • Comfortable with concept, use, maturity, stability
       • Deploy for test/dev                               • Shift mindset from server to virtual server
       • Deploy for non-business-critical DR               • Spread production deployments widely
       • Some production deployments – but tactical        • Begin deployment for some business-critical DR
       • No change to operations processes                 • Painfully transition from server sprawl to virtual
       • Limited virtualization tool deployments             server life-cycle management
                                                           • Experimenting with Vmotion and Distributed
                                                             Resource Scheduler (DRS)



       Stage 3: Process Improvement                        Stage 4: Pooling and Automation
       • Using Vmotion, starting to trust DRS              • Trust DRS
       • Can utilization rates be increased?               • Implementing production policies for automation
       • Deploy for business-critical DR                   • Some mission-critical DR deploys
       • Begin bifurcating applications between            • Pooling and internal cloud development
         priority and non-priority
                                                           • Chargeback/utility tracking
       • Developing new operational efficiencies
                                                           • SLA and Qos focus
       • Process improvement spreading/butting up
         against network, storage, security, development


6   © Novell, Inc. All rights reserved.
Consolidation Planning
What Is Consolidation Planning?




    Planning the move from this (physical)...   ...to this (virtual)



8   © Novell, Inc. All rights reserved.
How Consolidation Planning Works?

                                          Identify consolidation candidates based on
                                          performance criteria

                                          Create consolidation scenarios to distribute
                                          workloads across target servers

                                          Evaluate scenarios based on TCO, space,
                                          power and utilization

                                          Maximize utilization and adjust resource
                                          allocation to meet consolidation goals

                                          Collect data (inventory or performance)
                                          for consolidation candidates (workloads)

9   © Novell, Inc. All rights reserved.
Workload Profiling?

     The workload profile captures information about the
        encapsulated data, applications and operating
        systems residing on a physical or virtual host.



                                              Data
                                                          Workload Profile
                                                                Name
                                           Applications    Resource Profile
                                                          Application Profile
                                                              Inventory
                                                              CostSLA
                                               OS




10   © Novell, Inc. All rights reserved.
One Time vs. Ongoing
     Consolidation Planning
     One-time                                  Continual
          •   Aggressive                       •   Conservative
          •   Try to virtualize as much
                                               •   Multiple rounds of
                as possible at once
                                                   virtualization, select
          •   Goal – maximum cost saving           “lowest hanging fruit”
          •   One-time project                 •   Goal – successful
          •   Low upfront cost                     technology adoption
               (sometimes free)                    (IT and end-users)
          •   Risks                            •   Persistent software
          •   Hardware can’t support the           (plan when you walk
               number of servers virtualized       with the latest information)
          •   Hardware can’t support the       •   Software has a cost
               type of workloads virtualized

11   © Novell, Inc. All rights reserved.
The 4 Steps to Success
The 4 Steps to Success




      1
                                           Install: PlateSpin Recon Enterprise
                                                                  ®



                                                    in the data center


                                           Installed on dedicated collector servers



                                           No agents



                                           Data remains on site



13   © Novell, Inc. All rights reserved.
The 4 Steps to Success




      2
                                           Inventory: Discover and inventory
                                                      every physical server,
                                                      virtual host and virtual
                                                      machine in the data center
                                           Server type, CPU type, number of cores

                                           Name, IP address, domain

                                           Operating system, patches,
                                           hotfixes, applications

                                           Services

                                           Storage (total and available)

14   © Novell, Inc. All rights reserved.
The 4 Steps to Success




      3
                                           Monitor: The resource utilization of
                                                    each workload, physical server
                                                    and virtual host for 30 days
                                           CPU utilization

                                           Storage utilization

                                           Memory utilization

                                           Network throughput

                                           Disk throughput

                                           Complete 24-hour profile,
                                           not just peak usage
15   © Novell, Inc. All rights reserved.
The 4 Steps to Success




      4
                                           Analyze and Report: Detailed reports
                                                   and analytics on actual and
                                                   projected system performance
                                           “Good Consolidation Candidates” report
                                           Create consolidation scenarios with
                                           difference virtual host server models
                                           Set performance thresholds: 50% memory
                                           usage for example
                                           Project each scenario's server count, rack
                                           space usage, power consumption, cooling
                                           requirements, etc.
                                           Map physical servers to projected virtual hosts
16   © Novell, Inc. All rights reserved.
The Proof is in the Virtual Pudding
Recon Consolidation Reports
     Inventory Reports




18   © Novell, Inc. All rights reserved.
Inventory Facts

     Server consolidation projects, tend to focus on
     Windows based platforms initially.

          –   Low hanging fruit, servers nearing hardware
              lease, etc.

     Typically, servers with Local attached storage are
     prime candidates for server consolidation

     The smaller the number of cores and CPU's,
     the higher the consolidation ratio


19   © Novell, Inc. All rights reserved.
Recon Consolidation Reports
     Utilization Reports




20   © Novell, Inc. All rights reserved.
Utilization Facts

     Most Under-Utilized resource in the data center is CPU
          –   Typically, server candidates are running at less
              then 30 % CPU utilization

     Memory is the next most under utilized resource
          –   Memory Dedupe, available in VMware vShpere,
              is only the first step.

     Network, and disk utilization vary significantly
     across environments
          –   Not typically an issue for SAN based virtual infrastructures


21   © Novell, Inc. All rights reserved.
Recon Consolidation Reports
     Consolidation Candidate Reports




22   © Novell, Inc. All rights reserved.
Consolidation Candidate Facts

     Attack low hanging fruit first

          –   CPU percent used less then 50%

          –   MEMORY percent used less then 50%

          –   MEMORY Pages/Sec less then 500

          –   Disk I/O percent less then 50%

          –   Disk I/O MB/SEC less then 50

          –   Network I/O MB/SEC less then 10
23   © Novell, Inc. All rights reserved.
Recon Consolidation Reports
     Consolidation Scenarios




24   © Novell, Inc. All rights reserved.
Consolidation Scenario Facts

     When attacking low hanging fruit first, typical
     consolidation ratios are 20:1




     Rack, power, and CO2 emissions are key drivers
     behind server consolidation




25   © Novell, Inc. All rights reserved.
Recon Consolidation Reports
     Value Add Reports




26   © Novell, Inc. All rights reserved.
PlateSpin Recon Demo
        ®
Demo Overview

       Inventory and Monitoring
       Domain, network, and machine inventory

       Monitoring at physical and virtual layers

       Inventory and Utilization Reporting
       Inventory reports

       Utilization reports

       Value add reports

       Consolidation Planning
28   © Novell, Inc. All rights reserved.
Unpublished Work of Novell, Inc. All Rights Reserved.
This work is an unpublished work and contains confidential, proprietary, and trade secret information of Novell, Inc.
Access to this work is restricted to Novell employees who have a need to know to perform tasks within the scope
of their assignments. No part of this work may be practiced, performed, copied, distributed, revised, modified,
translated, abridged, condensed, expanded, collected, or adapted without the prior written consent of Novell, Inc.
Any use or exploitation of this work without authorization could subject the perpetrator to criminal and civil liability.


General Disclaimer
This document is not to be construed as a promise by any participating company to develop, deliver, or market a
product. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in
making purchasing decisions. Novell, Inc. makes no representations or warranties with respect to the contents
of this document, and specifically disclaims any express or implied warranties of merchantability or fitness for any
particular purpose. The development, release, and timing of features or functionality described for Novell products
remains at the sole discretion of Novell. Further, Novell, Inc. reserves the right to revise this document and to
make changes to its content, at any time, without obligation to notify any person or entity of such revisions or
changes. All Novell marks referenced in this presentation are trademarks or registered trademarks of Novell, Inc.
in the United States and other countries. All third-party trademarks are the property of their respective owners.

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Getting the Most from Virtualization with Consolidation Planning

  • 1. Consolidation Planning Getting the Most from Your Virtualization Initiatives Mike McKay Solutions Specialist Mike.McKay@novell.com
  • 2. Session Overview Todays Data Center Virtualization adoption rates Consolidation ratios Consolidation Planning Introduction to consolidation planning The 4 steps to success The proof is in the virtual pudding PlateSpin Recon Demo ® 2 © Novell, Inc. All rights reserved.
  • 4. Virtulization in 2010 Most of the large and mid-tier enterprises are well along the path to virtualization Gartner Group stated in the December 2009 Data Center conference “The Global 500 has approx. 25% of x86 workloads virtualized” 2 common methods of implementing virtualization » Over provisioning of the virtual infrastructure (large initial investment) » Pay as you go virtual infrastrcture (purchase more capacity (nodes) as needed) Forrester research indicates typical server consolidation ratios of under 10 VM's per host initially. 4 © Novell, Inc. All rights reserved.
  • 5. Virtualization Adoption 31+ Vms per physical host 21-30 Vms per physical host 10-20 Vms per physical host <10 Vms per physical host Firms implementing ITIL Production systems virtualized Virtual server host utilization target Stage 1: Stage 2: Stage 3: Stage 4: Acclimation Consolidation Process Policies and Improvement Automation 5 © Novell, Inc. All rights reserved.
  • 6. Understanding Virtualization Adoption Stage 1: Acclimation Stage 2: Strategic Consolidation • Get comfortable with it as a concept and tool • Comfortable with concept, use, maturity, stability • Deploy for test/dev • Shift mindset from server to virtual server • Deploy for non-business-critical DR • Spread production deployments widely • Some production deployments – but tactical • Begin deployment for some business-critical DR • No change to operations processes • Painfully transition from server sprawl to virtual • Limited virtualization tool deployments server life-cycle management • Experimenting with Vmotion and Distributed Resource Scheduler (DRS) Stage 3: Process Improvement Stage 4: Pooling and Automation • Using Vmotion, starting to trust DRS • Trust DRS • Can utilization rates be increased? • Implementing production policies for automation • Deploy for business-critical DR • Some mission-critical DR deploys • Begin bifurcating applications between • Pooling and internal cloud development priority and non-priority • Chargeback/utility tracking • Developing new operational efficiencies • SLA and Qos focus • Process improvement spreading/butting up against network, storage, security, development 6 © Novell, Inc. All rights reserved.
  • 8. What Is Consolidation Planning? Planning the move from this (physical)... ...to this (virtual) 8 © Novell, Inc. All rights reserved.
  • 9. How Consolidation Planning Works? Identify consolidation candidates based on performance criteria Create consolidation scenarios to distribute workloads across target servers Evaluate scenarios based on TCO, space, power and utilization Maximize utilization and adjust resource allocation to meet consolidation goals Collect data (inventory or performance) for consolidation candidates (workloads) 9 © Novell, Inc. All rights reserved.
  • 10. Workload Profiling? The workload profile captures information about the encapsulated data, applications and operating systems residing on a physical or virtual host. Data Workload Profile Name Applications Resource Profile Application Profile Inventory CostSLA OS 10 © Novell, Inc. All rights reserved.
  • 11. One Time vs. Ongoing Consolidation Planning One-time Continual • Aggressive • Conservative • Try to virtualize as much • Multiple rounds of as possible at once virtualization, select • Goal – maximum cost saving “lowest hanging fruit” • One-time project • Goal – successful • Low upfront cost technology adoption (sometimes free) (IT and end-users) • Risks • Persistent software • Hardware can’t support the (plan when you walk number of servers virtualized with the latest information) • Hardware can’t support the • Software has a cost type of workloads virtualized 11 © Novell, Inc. All rights reserved.
  • 12. The 4 Steps to Success
  • 13. The 4 Steps to Success 1 Install: PlateSpin Recon Enterprise ® in the data center Installed on dedicated collector servers No agents Data remains on site 13 © Novell, Inc. All rights reserved.
  • 14. The 4 Steps to Success 2 Inventory: Discover and inventory every physical server, virtual host and virtual machine in the data center Server type, CPU type, number of cores Name, IP address, domain Operating system, patches, hotfixes, applications Services Storage (total and available) 14 © Novell, Inc. All rights reserved.
  • 15. The 4 Steps to Success 3 Monitor: The resource utilization of each workload, physical server and virtual host for 30 days CPU utilization Storage utilization Memory utilization Network throughput Disk throughput Complete 24-hour profile, not just peak usage 15 © Novell, Inc. All rights reserved.
  • 16. The 4 Steps to Success 4 Analyze and Report: Detailed reports and analytics on actual and projected system performance “Good Consolidation Candidates” report Create consolidation scenarios with difference virtual host server models Set performance thresholds: 50% memory usage for example Project each scenario's server count, rack space usage, power consumption, cooling requirements, etc. Map physical servers to projected virtual hosts 16 © Novell, Inc. All rights reserved.
  • 17. The Proof is in the Virtual Pudding
  • 18. Recon Consolidation Reports Inventory Reports 18 © Novell, Inc. All rights reserved.
  • 19. Inventory Facts Server consolidation projects, tend to focus on Windows based platforms initially. – Low hanging fruit, servers nearing hardware lease, etc. Typically, servers with Local attached storage are prime candidates for server consolidation The smaller the number of cores and CPU's, the higher the consolidation ratio 19 © Novell, Inc. All rights reserved.
  • 20. Recon Consolidation Reports Utilization Reports 20 © Novell, Inc. All rights reserved.
  • 21. Utilization Facts Most Under-Utilized resource in the data center is CPU – Typically, server candidates are running at less then 30 % CPU utilization Memory is the next most under utilized resource – Memory Dedupe, available in VMware vShpere, is only the first step. Network, and disk utilization vary significantly across environments – Not typically an issue for SAN based virtual infrastructures 21 © Novell, Inc. All rights reserved.
  • 22. Recon Consolidation Reports Consolidation Candidate Reports 22 © Novell, Inc. All rights reserved.
  • 23. Consolidation Candidate Facts Attack low hanging fruit first – CPU percent used less then 50% – MEMORY percent used less then 50% – MEMORY Pages/Sec less then 500 – Disk I/O percent less then 50% – Disk I/O MB/SEC less then 50 – Network I/O MB/SEC less then 10 23 © Novell, Inc. All rights reserved.
  • 24. Recon Consolidation Reports Consolidation Scenarios 24 © Novell, Inc. All rights reserved.
  • 25. Consolidation Scenario Facts When attacking low hanging fruit first, typical consolidation ratios are 20:1 Rack, power, and CO2 emissions are key drivers behind server consolidation 25 © Novell, Inc. All rights reserved.
  • 26. Recon Consolidation Reports Value Add Reports 26 © Novell, Inc. All rights reserved.
  • 28. Demo Overview Inventory and Monitoring Domain, network, and machine inventory Monitoring at physical and virtual layers Inventory and Utilization Reporting Inventory reports Utilization reports Value add reports Consolidation Planning 28 © Novell, Inc. All rights reserved.
  • 29.
  • 30. Unpublished Work of Novell, Inc. All Rights Reserved. This work is an unpublished work and contains confidential, proprietary, and trade secret information of Novell, Inc. Access to this work is restricted to Novell employees who have a need to know to perform tasks within the scope of their assignments. No part of this work may be practiced, performed, copied, distributed, revised, modified, translated, abridged, condensed, expanded, collected, or adapted without the prior written consent of Novell, Inc. Any use or exploitation of this work without authorization could subject the perpetrator to criminal and civil liability. General Disclaimer This document is not to be construed as a promise by any participating company to develop, deliver, or market a product. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. Novell, Inc. makes no representations or warranties with respect to the contents of this document, and specifically disclaims any express or implied warranties of merchantability or fitness for any particular purpose. The development, release, and timing of features or functionality described for Novell products remains at the sole discretion of Novell. Further, Novell, Inc. reserves the right to revise this document and to make changes to its content, at any time, without obligation to notify any person or entity of such revisions or changes. All Novell marks referenced in this presentation are trademarks or registered trademarks of Novell, Inc. in the United States and other countries. All third-party trademarks are the property of their respective owners.