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September 26, 2006

Virtualization Technologies

Mix desktop, server, application, and hardware-enabled virtualization together and you'll have a virtual solution for any environment
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SideBar    Virtualization Products

Virtualization is one of the hottest technologies in IT today, and the excitement is fueled in part by free server virtualization products from Microsoft and VMware. Virtualization started as software that let you run different OSs on the same computer simultaneously. Today's technologies extend virtualization to the application level and even to the hardware level, and mature products are available in each category. Even if you're not using virtualization technology currently, you're likely to do so in the future, and you'll want to understand the current virtualization picture— how all the pieces fit together, and the major products available in each category. For a list of the leading virtualization products, see the sidebar "Virtual Server Products."

VM Overview
Desktop and server virtualization products work in essentially the same way. Virtualization software runs on top of the system's native OS (aka the host OS). The virtualization software provides a management interface and lets you create multiple virtual machines (VMs). Like a physical system, each VM has its own CPU and RAM and can support multiple hard disks and NICs, but the VM's components are virtual, not physical. Figure 1, shows the relationship of VMs to the host OS.

A VM exists on a host system's hard disk and uses a portion of that storage for its own virtual hard disks. VMs are typically created using the VM product's administrative interface. The amount of disk space the VM uses depends on the type of virtual hard disk it has. Most virtualization products support two types of virtual hard disks: dynamic and fixed. Dynamic virtual hard disks initially use minimal disk space but automatically expand as more space is needed. Fixed disks are created at a fixed size and can't grow beyond that size. Although fixed disks can waste space if they're created larger than is necessary, they provide better performance because they don't need to resize. Whether the virtual hard disk is dynamic or fixed, the space required on the host is the same amount that would be required on a physical system: from a minimum of 2GB to 4GB to as much as hundreds of gigabytes of disk space, depending on the VM's requirements.

All active VMs must also share the host's physical RAM. If a host system has only 512MB of RAM, you could probably run just one (or maybe two) VMs on the host because the 512MB would need to be shared by the host and the active VMs. By increasing the host system's RAM, you can increase the number of VMs than can run concurrently.

After you create a VM, you start the VM and use the administrative interface to load an OS, referred to as a guest OS, on the VM. The guest OS runs just as it would on a separate physical system. When the guest OS is up and running, you can install applications on the VM almost exactly as you'd install them on a physical system.

Desktop Virtualization
Desktop virtualization products are used primarily in development, testing, and Help desk environments. Desktop virtualization products let you create virtual environments for desktop OSs, such as Windows XP and Windows 2000 Professional. Desktop virtualization products can also be used to run server OSs, such as Windows Server 2003 and Linux, but they don't provide the scalability and performance that server virtualization products do for running multiple VMs simultaneously. Furthermore, desktop virtualization products support capabilities that might be important to end users, such as sound and USB devices. Server virtualization products don't always support such capabilities.

VMware Workstation popularized PC virtualization products and was essentially responsible for beginning the entire virtualization wave, and VMware Workstation 5.5 remains the leader in this space. Microsoft's entry in this category is Microsoft Virtual PC 2004. Although quite usable, Virtual PC 2004 doesn't support Linux or 64-bit technology and doesn't offer the advanced Snapshot Manager and cloning features found in VMware Workstation 5.5.

Server Virtualization
The subsequent generation of virtualization products took off in the server space. Server virtualization products solve two basic problems: They enable businesses to consolidate servers and to run legacy server OSs and applications. Server virtualization products run primarily Windows 2003, Windows 2000 Server, and Linux as guest OSs and provide greater scalability and the ability to run more VMs simultaneously than desktop virtualization products do. Server virtualization products also include features that let you manage remote and networked systems.

The five main products in the virtual server space are VMware Server, Microsoft Virtual Server 2005 Release 2 (R2), SWsoft Virtuozzo for Windows, XenSource's opensource product called Xen 3.0, and VMware ESX Server. VMware Server, Microsoft Virtual Server 2005, and Xen 3.0 are free. The first three products have similar capabilities. VMware Server, which has replaced the VMware GSX Server product line, runs on both Linux and Windows as the host. A product of Microsoft's acquisition of Connectix, Virtual Server 2005 was later to market than VMware products and doesn't match their rich feature set. However, Virtual Server 2005 R2 has improved performance and support for Windows Server 2003 Clustering Services, a notable feature for server consolidation scenarios in which the virtual server host can be a single point of failure for multiple VMs. Virtuozzo for Windows and Xen 3.0 aren't as widely used as VMware's or Microsoft's solutions, but Virtuozzo is new to the Windows market and Xen, like most open-source implementations, is oriented toward Linux hosts.

The clear leader in the server virtualization space is VMware's flagship ESX Server. Unlike VMware Server or Virtual Server 2005, ESX Server doesn't require a host OS but is integrated with a specialized lightweight proprietary kernel. Its bare-metal implementation boosts VM performance, and the fact that there's no need for a host OS reduces the licensing costs. VMware also provides a tool called VMware VirtualCenter for managing VMs and dynamically moving VMs between hosts to accommodate changing runtime conditions.

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