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September 2008

Let SCVMM 2008 Manage It All

There’s more to virtualization than just virtualization
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Cluster support. SCVMM 2008 also adds management support for Server 2008 failover clusters for Hyper-V. As a result, SCVMM 2008 is cluster-aware when adding hosts, letting you discover which clusters are available through Active Directory (AD). With this support you can create highly available VMs that take advantage of PRO on a Server 2008 cluster.

Architecture and Implementations
Architecturally, SCVMM 2008 consists of five main components, plus PowerShell. The first component is the Virtual Machine Manager (VMM) service (vmmservice.exe) itself. Next is a Microsoft SQL Server database (either SQL Server 2005 or the free SQL Server 2005 Express Edition for smaller implementations) that stores configuration information. SQL Server Express comes as part of the SCVMM 2008 installation package. The third component is a library, shared on the network, that contains virtual hard drives, ISO disk images, and stored VMs to be used by SCVMM. An administrator console and a self-service portal round out the picture. In addition to the major pieces, PowerShell is an essential part of the SCVMM server. Furthermore, every host that’s managed by SCVMM must also have a VMM agent installed.

You can assemble all of SCVMM 2008’s components in a variety of ways, but most installations fall into one of three major types: workgroup, corporate, or enterprise. In the workgroup configuration, all components reside on one server. This setup is typical in small-to-midsized businesses (SMBs) and in test labs. The corporate setup, which Figure 1 shows, separates the components on their own servers to increase scalability and fault tolerance. The enterprise configuration that Figure 2 illustrates expands on the corporate configuration by leaving the SCVMM and SQL Server systems centrally located but scattering library and host pairs to different geographical locations.

PowerShell Benefits
Like Exchange Server 2007, SCVMM depends on PowerShell to perform its actions. SCVMM is essentially a sophisticated PowerShell script generator. This architecture has its detractors—for example, it’s probably not as fast as making API calls in a lower-level language—but it adds a tremendous amount of flexibility. Every SCVMM action generates and executes a PowerShell script. Every wizard has a PowerShell button on the summary dialog that lets you see (and copy) the script that will be executed. You can modify the script for your own purposes, thus never having to step through the wizard again. A side benefit is that each wizard also teaches you PowerShell through the programmer’s time-honored learning method: modifying someone else’s code.

Yet another benefit to the PowerShellcentered design is SCVMM’s job-oriented approach. Because every action you perform executes a script, the script’s execution is tracked and logged as a job in the VMM console’s Jobs view, as Figure 3 shows. If a job fails, you can re-execute it.

Installation
If you’re just starting to work with SCVMM, one of your first tasks is to build up its library, which is a catalog of the resources you use to create your VMs. These resources fall into three categories: file-based resources, templates, and stored VMs. File-based resources are the library’s main resource type, and they include CDROM or DVD images in ISO format that you can attach to build a VM instead of a physical disk, existing Virtual Hard Disks (VHDs) that have been sysprepped to create new instances of themselves, PowerShell scripts, and virtual floppy disks for some OS boot requirements. SCVMM can automatically create a sysprepped library VHD from an existing VM. The second resource type in the library is templates that contain hardware profiles and guest OS profiles. These resources let you develop a standardized set of hardware (memory size, processor type, virtual CDROM or DVD with appropriate ISO disk image attached) and OS configurations (OS version, license key) to quickly create a new VM. The third resource type in the library is complete VMs that you can quickly deploy onto a host server.

Installing SCVMM 2008 is a straightforward process, especially compared with the installation procedure for the 2007 version. In the earlier version, checks for prerequisites occurred throughout the installation. If you were missing a component, you had to back out of the installation process, add the component, and start over. In contrast, the SCVMM 2008 installer makes hardware and software prerequisite checks at the beginning of the installation process. In addition, the new Wizard format lets you see where you are in the process.

SCVMM requires SQL Server, but if you don’t have a large number of machines to manage you can use SQL Server Express, which is included. You also need the Microsoft .NET Framework 3.0 and Windows Automated Installation Kit (WAIK) 1.1, as well as PowerShell, if you’re going to install the Administrator Console on a system other than the VMM system. The VMM server connection uses port 8100, agent connections for hosts and library servers use port 80, and file transfers (e.g., for the creation of VMs from library VHDs) use port 443.

SCVMM 2008 can’t be installed on Server Core. This limitation is understandable because several of SCVMM’s features (e.g., PowerShell, the rich user interface) don’t run on Server Core. However, Server Core includes the most secure implementation of Hyper-V, which means that you can’t run SCVMM on a highly secure Hyper-V host server or cluster. (Note that you can still manage Server Core hosts or clusters.) This short-coming probably isn’t a big deal for large companies that can run all the SCVMM components on separate systems, but it’s an important consideration for SMB implementations.

Configuration
SCVMM’s Administrator Console uses the System Center Framework user interface, which resembles Microsoft Outlook’s layout, with a scope of what you’re looking at on the left, specifics in the middle, and actions for those specifics on the right, as you can see in Figure 3. The left-hand pane is divided into a treeview on the top and large buttons for the major SCVMM views on the bottom. Those primary SCVMM views are Hosts, Virtual Machines, Library, Jobs, and Administration. The middle pane focuses on the objects that match the view you select in the scope pane. The upper window can contain a list of hosts, VMs, library files, jobs, or administrative options. The lower window contains the properties of the object that’s selected in the upper window. In Figure 3, for example, the lower window displays the progress of the individual steps in the Create virtual machine job selected in the upper window. The right pane—the action pane—shows a list of actions you can perform on the object you’ve selected. It contains all the actions in the right-click context menu for an object, plus general actions you can take at any time.

Whether you’re creating a new VM from Hyper-V or from SCVMM 2008, the first thing you notice is that the mouse doesn’t work in the VM’s console session. For the mouse to work and the console to have full functionality, you need to install Server 2008 Hyper-V’s Integration Services on the VM. (Server 2008’s initial Hyper-V comes with a version of Integration Services already installed, but later versions of Hyper-V have made it incompatible.) You need to control the VM without a mouse to install Integration Services.

If you use Remote Desktop to log on to the VMM console (instead of having the console installed locally on your system), the process is even more cryptic and subtly different from what you’ve done in the past. You might think that removing management on the VM and connecting to the VM via Remote Desktop is a workaround for this problem, but it isn’t. Without the installation of Integration Services, the VM doesn’t have a working network adapter and therefore lacks remote management. However, you can build a sysprepped image with Integration Services preinstalled and then store it in the library as a VHD from which to base new VMs. This way, the mouse functions on the VMs from the start. John Howard, senior program manager on the Hyper-V team, comes to the rescue with his blog post “Controlling Hyper-V VMs in Virtual Machine Connection over TTS/Remote Desktop without a mouse” at blogs.technet.com/jhoward/archive/2008/03/23.aspx, which helps you through mouse-less operation.

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