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Andre Odendaal

SYSTEM VIRTUALIZATION


                        1
Section Agenda
•   Definition
•   Real Benefits
•   History
•   Hypervisor Architecture
•   Hardware Virtualization Assistance
•   Considerations
•   Conclusion

                                         2
Definition
• Definition: Abstraction of the
  hardware resources into
  multiple execution
  environments
• Comes from need to make
  more effective use of
  hardware
• Approaches
   – Full - Hardware is completely
     emulated by the virtual
     machine
   – Paravirtualization - The virtual
     machine provides an API and
     the guest OS is modified to run
     on the virtual machine             From Silberschatz, Galvin & Gagne Operating System Concepts © 2005




                                                                                                             3
Real Benefits
• Not just for
   – Development & Testing
   – Consolidating physical servers
• It’s a change in IT
  infrastructure
   – Creates hardware
     independence and mobility
   – Isolation from conflicts and
     service availability
   – Manage downtime and
     disaster recovery
• Creating new opportunities          From VMWare Virtualization Overview © 2006

   – SaaS (Software as a Service)
   – IaaS (Infrasture as a Service)


                                                                                   4
History
• 1964 - IBM developed Control Program-40 (CP-40) which emulated the
  System/360 architecture for multiple users.
• 1972 – IBM released VM/370 for the System/370 which included virtual
  machine support, real device support and greater hardware exploitation.
  IBM also developed versions of MVS, UNIX, DOS/VSE and PC/DOS to run
  under VM
• 1970’s – Virtualization is eclipsed by microcomputers
•   1981 – IBM announced Extended Architecture (XA) which, among other
    things, had specialized I/O processors that were part of the hardware
•   1999 - VMWare Workstation is released
•   2001 - VMware ESX Server is released
•   2003 - The first public release of Xen was made available
•   2007 - Sun announced the Sun xVM
•   2008 – Sun acquired VirtualBox



                                                                            5
Hypervisor Technology
• A popular method of virtualization is paravirtualization
  using a hypervisor to manage the guest OS also called
  Virtual Machine Monitor (VMM)
• The term hypervisor comes from the hyper call made
  by the guest OS to the virtual machine which is similar
  to a supervisor call made by an operating system to the
  Kernel
• The hypervisor manages the operation levels of the
  guest OS by creating a virtual kernel mode and virtual
  user mode. Privileged instructions are paravirtualized
  and are validated and executed by the hypervisor on
  either the hardware or the host OS

                                                         6
Hypervisor Technology
• Hosted
   – Hypervisor installed on
     host OS and manages
     guest OS
   – Provides the broadest
     range of hardware
     configurations
• Hypervisor (Bare-metal)
   – First layer on top of the
     hardware
   – Provides greater
     scalability, robustness and
     performance

                                   From VMWare Virtualization Overview © 2006
                                                                                7
Hardware Virtualization Assistance
• Hardware can also be optimized for virtualization.
  Example include:
  – Virtual Memory
  – Memory Management Units
  – IO Virtualization
• Hardware supporting virtualization
  –   IBM – System/370
  –   Intel – x86 Intel VT
  –   AMD – x86 AMD V
  –   Sun – UltraSPARC
                                                   8
Hardware Virtualization Assistance
• The Popek and Goldberg              • Initially the x86 architecture
  Formal Requirements for               was unsuitable for
  Virtualizable Third Generation        virtualization
  Architectures are a set of              – Ring compression (unable to
  requirements for sufficient               change privilege level in 64-bit
  hardware virtualization                   mode)
   – Equivalence – A program              – Ring aliasing (system calls
     running under VMM should               reveal privilege level)
     exhibit the same behaviour if        – Address Space Compression
     run on the machine directly            (VMM address space isn’t
   – Resource Control – The VMM             protected)
     should be in complete control        – Non-Privileged Sensitive
     of the virtualized resources           Instructions (some system calls
   – Efficiency – Major of machine          are not privileged)
     instructions should be allowed       – Silent Privilege Failures (some
     to execute with VMM                    system calls fail without
     intervention                           trapping)

                                                                           9
Considerations
• Management Complexity
   – Be prepared and have a plan
   – Make use of ITIL (Information Technology Infrastructure Library)
     for years of best practice
• Pitfalls
   – Hardware Failure
       • All your eggs in one basket
   – Over commitment
       • Over or under use of resources
   – Operational Processors
       • VM sprawl vs. Server sprawl
   – Skills shortage
       • Virtualization requires specific skills (Configuration, Tuning &
         Troubleshooting)

                                                                            10
Conclusion
• Virtualization is a broad IT initiative
• Requires management to be successful
• Long history at all sectors of IT (Hardware, Operating
  System, Virtual Machines)




                                                       11
References
• Bob DuCharme The Operating Systems Handbook © 2001
• Silberschatz, Galvin & Gagne Operating System Concepts © 2005
• VMWare Virtualization Overview © 2006
• IBM Introduction to the New Mainframe: z/VM Basics © 2007
• IBM IBM Systems Virtualization © 2005
• Barham, Dragovic, Fraser, Hand, Harris, Ho, Neugebauery, Pratt, Wa
  rfield Xen and the Art of Virtualization © 2003
• Fisher-Ogden Hardware Support for Efficient Virtualization
• Business Trends Quarterly Virtualization: Big Picture Q1 2007
• Business Trends Quarterly The Pros and Cons of Virtualization Q1
  2007




                                                                   12
Questions

 Thank you




             13

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Overview of System Virtualization

  • 2. Section Agenda • Definition • Real Benefits • History • Hypervisor Architecture • Hardware Virtualization Assistance • Considerations • Conclusion 2
  • 3. Definition • Definition: Abstraction of the hardware resources into multiple execution environments • Comes from need to make more effective use of hardware • Approaches – Full - Hardware is completely emulated by the virtual machine – Paravirtualization - The virtual machine provides an API and the guest OS is modified to run on the virtual machine From Silberschatz, Galvin & Gagne Operating System Concepts © 2005 3
  • 4. Real Benefits • Not just for – Development & Testing – Consolidating physical servers • It’s a change in IT infrastructure – Creates hardware independence and mobility – Isolation from conflicts and service availability – Manage downtime and disaster recovery • Creating new opportunities From VMWare Virtualization Overview © 2006 – SaaS (Software as a Service) – IaaS (Infrasture as a Service) 4
  • 5. History • 1964 - IBM developed Control Program-40 (CP-40) which emulated the System/360 architecture for multiple users. • 1972 – IBM released VM/370 for the System/370 which included virtual machine support, real device support and greater hardware exploitation. IBM also developed versions of MVS, UNIX, DOS/VSE and PC/DOS to run under VM • 1970’s – Virtualization is eclipsed by microcomputers • 1981 – IBM announced Extended Architecture (XA) which, among other things, had specialized I/O processors that were part of the hardware • 1999 - VMWare Workstation is released • 2001 - VMware ESX Server is released • 2003 - The first public release of Xen was made available • 2007 - Sun announced the Sun xVM • 2008 – Sun acquired VirtualBox 5
  • 6. Hypervisor Technology • A popular method of virtualization is paravirtualization using a hypervisor to manage the guest OS also called Virtual Machine Monitor (VMM) • The term hypervisor comes from the hyper call made by the guest OS to the virtual machine which is similar to a supervisor call made by an operating system to the Kernel • The hypervisor manages the operation levels of the guest OS by creating a virtual kernel mode and virtual user mode. Privileged instructions are paravirtualized and are validated and executed by the hypervisor on either the hardware or the host OS 6
  • 7. Hypervisor Technology • Hosted – Hypervisor installed on host OS and manages guest OS – Provides the broadest range of hardware configurations • Hypervisor (Bare-metal) – First layer on top of the hardware – Provides greater scalability, robustness and performance From VMWare Virtualization Overview © 2006 7
  • 8. Hardware Virtualization Assistance • Hardware can also be optimized for virtualization. Example include: – Virtual Memory – Memory Management Units – IO Virtualization • Hardware supporting virtualization – IBM – System/370 – Intel – x86 Intel VT – AMD – x86 AMD V – Sun – UltraSPARC 8
  • 9. Hardware Virtualization Assistance • The Popek and Goldberg • Initially the x86 architecture Formal Requirements for was unsuitable for Virtualizable Third Generation virtualization Architectures are a set of – Ring compression (unable to requirements for sufficient change privilege level in 64-bit hardware virtualization mode) – Equivalence – A program – Ring aliasing (system calls running under VMM should reveal privilege level) exhibit the same behaviour if – Address Space Compression run on the machine directly (VMM address space isn’t – Resource Control – The VMM protected) should be in complete control – Non-Privileged Sensitive of the virtualized resources Instructions (some system calls – Efficiency – Major of machine are not privileged) instructions should be allowed – Silent Privilege Failures (some to execute with VMM system calls fail without intervention trapping) 9
  • 10. Considerations • Management Complexity – Be prepared and have a plan – Make use of ITIL (Information Technology Infrastructure Library) for years of best practice • Pitfalls – Hardware Failure • All your eggs in one basket – Over commitment • Over or under use of resources – Operational Processors • VM sprawl vs. Server sprawl – Skills shortage • Virtualization requires specific skills (Configuration, Tuning & Troubleshooting) 10
  • 11. Conclusion • Virtualization is a broad IT initiative • Requires management to be successful • Long history at all sectors of IT (Hardware, Operating System, Virtual Machines) 11
  • 12. References • Bob DuCharme The Operating Systems Handbook © 2001 • Silberschatz, Galvin & Gagne Operating System Concepts © 2005 • VMWare Virtualization Overview © 2006 • IBM Introduction to the New Mainframe: z/VM Basics © 2007 • IBM IBM Systems Virtualization © 2005 • Barham, Dragovic, Fraser, Hand, Harris, Ho, Neugebauery, Pratt, Wa rfield Xen and the Art of Virtualization © 2003 • Fisher-Ogden Hardware Support for Efficient Virtualization • Business Trends Quarterly Virtualization: Big Picture Q1 2007 • Business Trends Quarterly The Pros and Cons of Virtualization Q1 2007 12