Virtualization With Microsoft Windows Server™ 2003 R2, Enterprise Edition
Virtualization With Microsoft Windows Server™ 2003 R2, Enterprise Edition
Abstract
Virtualization in the volume server market is starting to see rapid adoption based on the compelling business benefits that it provides. Technical advances in the areas of compatibility, reliability, and scalability of server virtualization solutions are resulting in reduced cost, increased flexibility, and continuity to sustain operations in the face of required server maintenance and even system failures. Windows Server 2003 R2, Enterprise Edition delivers technical features and software licensing that are designed to help customers take advantage of the benefits of server virtualization technology in todays Information Technology (IT) environment. This paper will outline these features and focus on the scenarios that drive real business benefits. We will also discuss the drive toward dynamic systems, which combine the benefits of server virtualization and comprehensive management tools that allow the use of IT resources to be driven by business policy.
The information contained in this document represents the current view of Microsoft Corporation on the issues discussed as of the date of publication. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of publication. This White Paper is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation. Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property. 2006 Microsoft Corporation. All rights reserved. Microsoft BizTalk, Windows, Windows NT, Windows Server, and Windows Server System are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks are property of their respective owners.
Contents
Introduction.................................................................................................................................... 1 The Business Value of Virtualization .......................................................................................... 2 Benefits of Virtualization .............................................................................................................. 2 Server Consolidation ................................................................................................................ 2 Legacy operating system and software support....................................................................... 3 Creating a safe and economical testing environment .............................................................. 3 Creating a more agile infrastructure ......................................................................................... 4 Business Continuity.................................................................................................................. 4 An Example: Microsoft Virtual Labs ............................................................................................. 6 The Drive to Dynamic Systems .................................................................................................... 6 Dynamic Systems Initiative (DSI)................................................................................................. 6 Microsoft Virtualization Technology............................................................................................ 7 Windows Server 2003 R2 ............................................................................................................ 7 Virtual Server 2005 R2................................................................................................................. 7 Microsoft Virtualization Licensing ............................................................................................... 8 Windows Server 2003 R2, Enterprise Edition Enhanced Virtualization Support .................. 8 Server Products Licensed by Running Instance ...................................................................... 8 Portable Software Instances .................................................................................................... 9 Granular Per Processor Licensing ........................................................................................... 9 Virtualization Benefits Today and Tomorrow ........................................................................... 10 Related Links ............................................................................................................................... 11
Introduction
Virtualization allows companies to run multiple operating systems concurrently on a single physical server, providing for much more effective utilization of the underlying hardware. Each Operating System (OS) is contained within a single virtual machine image, which can been be moved from one server to another, run alongside other images on the server, or placed in storage to support testing or backup and restore procedures. This enables IT to meet the goals of both reducing cost and risk by maximizing resource utilization, while at the same time increasing flexibility to respond to changing business demands and continue business operations in the face of outages or disaster. All these applications of virtualization will be discussed in this paper. Computer virtualization has a long history. The first virtual machine-based operating systems emerged in the late 1960s as an improvement over the Compatible Time Sharing System. IBM continued to develop virtualization technology to improve performance through the 1970s and 80s. The late 90s saw the increased use of virtualization for data storage which has driven down costs and increased flexibility for those systems. According to a recent study1, industry analyst IDC estimates that more than threequarters of all companies with 500+ employees are deploying virtual servers. IDC also found that a little over half of these virtual servers are supporting what the customer considered production workloads. The primary purpose of this paper is to illustrate the business benefits of utilizing server virtualization, introduce new technology features and software licensing that are available in Microsoft Windows Server 2003 R2, Enterprise Edition to aid Microsoft customers in getting the most out of server virtualization, and outline the long-term vision Microsoft has for Self-Managing Dynamic Systems.
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Benefits of Virtualization
In this section, we will describe in detail many of the scenarios that drive the benefits listed above. We will focus first on the scenarios and their benefits, and later go into more detail about specific technologies and licensing changes that make them possible. Server Consolidation Server consolidation is the process of moving multiple applications onto a single physical server, which saves both hardware and ongoing management costs. Microsoft provides a wealth of guidance (see Related Links at the end of this paper) to help customers consolidate both the applications and the Operating Systems onto a single system. For applications that cant be run in the same OS, virtualization allows you to run multiple isolated servers on the same hardware. This benefit allows you to reduce hardware costs and increase average server utilization rates, while still providing an independent OS for each application, if necessary. Virtual Server 2005 R2 is ideal for server consolidation in both the datacenter and the branch office, allowing organizations to make more efficient use of their hardware resources. It also allows IT organizations to enhance their overall productivity and rapidly deploy new servers to address changing business needs. Windows Server 2003 R2, Enterprise Edition gives customers the right to run up to four virtual instances of the OS with a license for the physical server, delivering the added benefits of increased scalability, headroom, and reliability through clustering. Virtual Server 2005 R2 is also designed to run on the x64 editions of Windows Server 2003 R2 for increased performance, allowing you to run more virtual machines on a single server. National City has experienced tremendous growth over the past three years. With nearly 100 new discretionary line-of-business projects each yeareach effort requiring at least three servers, for test, quality verification, and productionthe bank needed to address hardware acquisition, server management, and data center costs. To curb server proliferation, National City piloted Microsoft Virtual Server 2005, running in conjunction with Microsoft Windows Server 2003. Based on the results, National City expects to reduce server purchases by at least 90 servers, saving the company a significant amount of money over the next three years. The time required to roll out new servers has shrunk dramaticallyfrom 20 hours to 15 minutes per serverboosting
Virtualization with Windows Server 2003 R2, Enterprise Edition
the productivity of the information technology (IT) staff and making it possible to speed business-critical applications toward production.2
Legacy operating system and software support Many corporations run a diverse set of legacy applications, hosted on an array of older operating systems. Virtualization technology allows legacy applications that need an older OS to be isolated in a virtual machine. This virtual machine can run on a server with newer hardware and a newer OS. The technology enables greater application availability, without application upgrades or violating ISV support policies. Virtual Server 2005 R2 enables re-hosting of legacy operating systems (Windows NT Server 4.0 and Windows 2000 Server) and their associated custom applications from older hardware to new hardware running Windows Server 2003 R2, Enterprise Edition. You can also create virtual images to run nonMicrosoft operating systems, facilitating migration. Additionally, Microsoft provides the Virtual Server Migration Toolkit (VSMT) to automatically migrate these legacy systems, including the OS and applications to a virtual machine image, commonly called a P2V (physical to virtual) migration. Creating a safe and economical testing environment Many IT professionals are wary of testing out new products or configurations in a production environmentand for good reason. New installations and configurations may adversely affect your IT infrastructure. Virtualization allows you to test out a new solution in a virtual sandbox, keeping your production environment safe. Additionally, virtual machines allow rolling back the complete system image, including OS and application settings, to a known state instantly, drastically reducing testing time. Finally, virtual machines can be used to create a lab which reflects the production environment, without exactly duplicating every physical server configuration, allowing for a drastic reduction in the cost of testing and deploying new software configurations. With virtual machine technology, administrators can quickly recreate a clean operating system environment or system configuration. A virtual image can be set up to simulate a testing or training scenario, and a save state can be created using Virtual Server 2005 R2. This saved state can be copied and easily moved so that the training scenario can be repeated by multiple users or students. Virtual Server 2005 R2 enables businesses to consolidate their test and development server farm and automate the provisioning of virtual machines. A snapshot of a system configuration can be created using save states, and differencing files can be made to illustrate various configurations based on the same initial state. Automation features in Virtual Server 2005 R2 allow unused development and test systems to be saved and spun down when not in use, saving on costs to power and cool a data center or lab.
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CIGNA, a major provider of employee insurance benefits, is constantly developing new information technology (IT) applications to efficiently deliver and support those benefits. These development efforts led to an inventory of more than 860 servers in its Testing and Quality Control (TQC) lab by January 2004. Typically, only 5 to 10 percent of each servers processing capacity was used. CIGNA wanted to reduce the server count, while still providing a robust development environment. By deploying Microsoft Virtual Server 2005, CIGNA was able to install multiple virtual machines on a single physical server, thus avoiding hardware acquisition costs and increasing server utilization. With this solution, CIGNA will consolidate servers in the TQC lab by at least 25 percent, increase server utilization by 45 percent, create a more consistent test environment, and support more flexible resource allocation.3
Creating a more agile infrastructure With a hardware based server, it can be difficult to move a server from one piece of hardware to another. Virtual servers can be more easily moved between dissimilar pieces of hardware and backed up and restored as a single unit. Multiple configurations of the same virtual machine can be stored offline. Additionally, virtual servers can be easily saved and stored offline when not in use, further reducing hardware costs and saving on hardware usage and heat in the data center. This agility will allow you to provide different workloads at different times on the same hardware resources. Purchasing, provisioning, and deploying a new physical server to support a new or expanding business application can take weeks or even months. Companies are using virtualization today to more rapidly provision and deploy virtual servers to respond to business demand, cutting the deployment time to days instead of weeks and capitalizing on the hardware savings of having to deploy fewer physical servers to meet application demands. Finally, because virtual machines consist of a single image, applications and the OS that supports them can move from development to test, to staging, and finally into production without concern about the limitations of the underlying hardware being used. Additionally, a snapshot of the machine image can be taken before applying software patches or configuration changes. If the patch or change needs to be rolled back for any reason, the existing snapshot image can be restored to operation immediately, returning the application to service and drastically shortening maintenance windows. Business Continuity Business continuity describes the ability to provide continuous access to critical business applications and communications networks during system failures, outages, and disasters. By leveraging the failover clustering technology in Windows Server 2003 R2, Enterprise Edition, virtualization can now play a part
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in a companys business continuity strategy. By clustering either the physical hosts supporting virtualization or the virtual servers themselves, reliability of the overall system can be improved. First, virtual servers can be paused and moved to another host within a cluster of servers. This mobility allows the host system to be brought down for configuration changes, patching, or other system maintenance. Pausing and moving virtual servers using Virtual Server 2005 R2 can take place in as little as a few seconds, reducing maintenance windows from several hours to undetectable from an end user's point of view. Secondly, failover clustering prevents hardware failures and other outages from drastically affecting application availability. Virtual servers can be configured to fail over to one or more physical hosts, responding in a few seconds and restoring the virtual server state from transaction logs kept on external storage. Additionally, Microsoft Operations Manager (MOM), a tool for real-time monitoring of both physical and virtual servers, provides a Management Pack for Virtual Server (VSMP). This combination can be used to monitor virtual systems and provide alerts to administrators before minor problems result in major outages, and can also make automatic changes to the environment based on pre-set rules. The combination of the VSMP, Virtual Server and the clustering provided in Windows Server 2003 R2, Enterprise Edition means that its now possible to monitor physical hosts and proactively pause and move virtual servers between nodes in a clusters, balancing out the load based on changing conditions, such as month-end processing. Denver Health uses a mainframe application to track nearly every aspect of patient health care, from hospital records to billing information. Connections to the mainframe are routed over SNA (Systems Network Architecture) gateways in the data center. Most of the gateways were running on old, outdated hardware and were not able to support many concurrent connections. In addition, the network did not provide a sufficient degree of redundancy and failover for disaster recovery scenarios. By using Microsoft Virtual Server 2005, Denver Health consolidated the servers into virtual machines, maintaining and improving response time while building redundancy and failover capabilities into the network. Hardware costs were cut by $25,000 per year and network and SNA manageability was improved. We found that we were able to provide a new level of redundancy for disaster recovery. Overall, the Virtual Server solution will continue to replace the majority of our legacy platforms. -Michael Brown, Support Services Manager, Denver Health.4
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In keeping with the integrated nature of the Windows Server System, Virtual Server 2005 R2 has been designed to compliment the features of Windows Server 2003 R2. The Standard Edition of Virtual Server runs on systems with 1-4 physical processors and the Enterprise Edition runs on systems with 4-32 physical processors. This new release of Virtual Server also runs natively within an x64 Windows host operating system, providing increased scalability and memory headroom. Virtual Server 2005 R2 supports the server cluster feature in Windows Server 2003 R2, Enterprise Edition, so that you can consolidate servers without causing the host servers to become a single point of failure. Should the host system fail, the entire set of guest operating systems in virtual server images will fail over to another host. Additionally, with guest clustering, virtual machines can be clustered with one another. If either the guest operating system or the clustered application on the guest fails, the guest can fail over to another guest, either on the same host or on a different host. To take advantage of server clustering, Virtual Server 2005 R2 requires an iSCSI target. Also supported by Windows Server 2003 R2, iSCSI connects a server to storage. Because a guest in a guest cluster is a virtual machine, it must communicate with cluster storage through a storage protocol unified with a network protocol, that is, through iSCSI. By allowing guest clustering across hosts, iSCSI support in Virtual Server 2005 R2 provides the best of both worlds in terms of reliability for virtual servers. This clustering support in Virtual Server 2005 R2 combined with Windows Server 2003 R2, Enterprise Edition and managed with the Virtual Server Management Pack for Microsoft Operations Manager 2005 provides unprecedented reliability for virtual servers and the business applications that they support. Combined with the new virtualization licensing outlined in the next section, customers can take full advantage of the reduced cost, increased flexibility, and business continuity that virtualization has to offer.
to backup and restore an entire server image very quickly. The installation or instance of that software has been clearly defined in the licensing terms as separate from the license for the software which is associated with a particular physical server. Additionally, this new thought of a running instance has been added to Microsofts licensing terms for server software. This means that customers can create and store a catalog of offline instances, while only paying for licenses for running instances. Portable Software Instances Additionally, new licensing terms allow customers to move a software installation, or instance, among licensed servers at will. This really allows customers to start taking advantage of the flexibility of virtualization. Granular Per Processor Licensing Windows Server System products that are licensed per processor, such BizTalk Server, SQL Server and ISA, are now licensed by the number of CPUs assigned to the virtual instance running the software, instead of the number of physical processors in the system. This allows customers to create multi-workload virtual servers to balance out I/O requirements while still paying only for what you use. Microsoft strongly believes in the benefits that virtualization provides to customers: flexibility, reduced costs, and the ability to reduce downtime. That is why Microsoft has taken a thoughtful approach to how it licenses server software, providing more value and reducing risk by clearly defining how software should be licensed in a virtual server environment. Microsoft has evolved its policies to reflect how customers are using software today and to enable them to take advantage of emerging technologies.
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Related Links
See the following resources for further information: Dynamic Systems Initiative at http://www.microsoft.com/windowsserversystem/dsi/default.mspx. Windows Virtualization at http://www.microsoft.com/whdc/system/platform/virtual/default.mspx. Microsoft Virtual Server 2005 R2 at http://www.microsoft.com/windowsserversystem/virtualserver/default.mspx. Microsoft Virtual Server Management Pack for Microsoft Operations Manager 2005 at http://www.microsoft.com/downloads/details.aspx?FamilyId=B8BBF08F-134A-46CE-9D63FB7EF5258059&displaylang=en Server Consolidation Guidance at http://www.microsoft.com/windowsserversystem/overview/benefits/consolidation/default.mspx
For the latest information about Windows Server 2003 R2, see the Windows Server 2003 R2 Web site at http://www.microsoft.com/windowsserver2003.
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