Hyper-V Technical Overview
Hyper-V Technical Overview
Hyper-V Technical Overview
Microsoft Corporation
Published: January 2008
Table of Contents
Introduction............................................................................................................................................ 2
Hyper-V Overview................................................................................................................................... 2
Key Benefits........................................................................................................................................ 2
Reliability........................................................................................................................................ 2
Strong Isolation............................................................................................................................... 2
Security.......................................................................................................................................... 2
Performance................................................................................................................................... 2
New Microkernelized Hypervisor Architecture..................................................................................... 2
Leveraging Virtualization-Aware Hardware...................................................................................... 2
Simplified Management with Familiar Tools......................................................................................... 2
MMC Interface................................................................................................................................. 2
Microsoft System Center................................................................................................................. 2
System Center Virtual Machine Manager........................................................................................ 2
System Center Virtual Machine Manager Main Features..................................................................2
Microsoft System Center Operations Manager................................................................................ 2
Third party management solutions................................................................................................. 2
Integrated Virtualization..................................................................................................................... 2
System Requirements......................................................................................................................... 2
Host Operating Systems................................................................................................................. 2
Guest Operating Systems............................................................................................................... 2
Processors....................................................................................................................................... 2
Shared Storage for Quick Migration................................................................................................ 2
Usage Scenarios..................................................................................................................................... 2
Scenario: Consolidate Infrastructure, Application, and Remote Site Server Workloads...........................2
Key Consolidation Features................................................................................................................. 2
Scenario: Automate and Consolidate Software Test and Development Environments.............................2
Key Software Testing and Development Features................................................................................ 2
Scenario: Business Continuity and Disaster Recovery............................................................................. 2
Key Business Continuity and Disaster Recovery Features...................................................................2
Scenario: Enabling the Dynamic Data Center......................................................................................... 2
Microsoft System Center Integration and the Dynamic Systems Initiative..........................................2
Key Dynamic Data Center Features.................................................................................................... 2
Conclusion.............................................................................................................................................. 2
Introduction
Todays data center is a complex ecosystem where different kinds of servers,
operating systems, and applications interact with a wide variety of desktop
computers and mobile client computers. IT departments are under increasing
pressure to manage and support this assortment of mission-critical technologies,
while controlling costs and maintaining reliability and security. Deploying server
virtualization technologymoving disparate servers to virtual machines (VMs) in a
centrally managed environmentis an increasingly popular option for facing these
challenges.
With its built-in server and presentation virtualization technologies, Microsoft
Windows Server 2008 enables you to reduce costs and increase hardware
utilization, as well as accelerate and extend application deployment and access,
while improving server and application availability.
Windows Server 2008 includes Hyper-V , a powerful virtualization technology that
enables businesses to take advantage of virtualizations benefits Hyper-V reduces
costs, increases hardware utilization, optimizes business infrastructure, and
improves server availability. Microsoft Hyper-V Server offers Hyper-V functionality
in a standalone package for dedicated virtualization hosts.
This white paper introduces Hyper-V as an important component of the Microsoft
desktop-to-data-center virtualization strategy and the Dynamic Systems Initiative
(DSI), moving network and service management toward self-managing, self-healing
systems. New and enhanced features in Hyper-V help relieve enterprise customer
pain points in common scenarios: server consolidation, business continuity/disaster
recovery management, testing and development, and the dynamic data center.
Hyper-V Overview
Virtualization is a widely adopted solution. Around 75 percent of organizations are
using or evaluating virtualization and seeing its advantages for server consolidation,
centralized management, and cost-reduction due to reduced hardware, power and
cooling requirements. . As these benefits drive profit, companies want to virtualize
more demanding workloads. They want more powerful and flexible virtualization
solutions that are better integrated with their management tools. Wide adoption of
64-bit, multi-processor, multi-core servers spurs demand for virtual machines that
are better able to take advantage of more scalable server hardware.
In light of these developments, Microsoft created Hyper-V, a next-generation,
hypervisor-based virtualization technology that provides a reliable virtualization
platform and and integrated management that enable customers to virtualize their
infrastructure and reduce costs.
Windows Server 2008 Hyper-V Technical Overview
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Key Benefits
Windows Server 2008 Hyper-V technology simplifies the interaction between
hardware, operating systems, and virtual machines, while simultaneously
strengthening the core virtualization components.
Reliability
Hyper-V provides better reliability and greater scalability that allows you to
virtualize your infrastructure. It has a thin micro-kernelized hypervisor architecture
with minimal attack surface. This hypervisor does not include any third party device
drivers. It leverages the vast majority of device drivers that have already been built
for Windows. Hyper-V is also available as a Server Core role.
Strong Isolation
Server virtualization enables potentially resource- and control-intensive applications
to coexist on the same server. Virtual servers must be able to do their work with as
much flexibility as possible, leveraging as much hardware capacity as they need,
without conflicting with other virtual servers.
Hyper-V works with virtualization-aware hardware to tightly control the resources
available to each virtual machine. For example, virtual machines are isolated in a
way that gives them very limited exposure to other VMs on the network or on the
same computer.
Security
Security is a central challenge in every server solution. Virtual servers are at least
as exposed as their stand-alone counterparts and, in many ways, more exposed. For
example, multiple server functions on one computer can mean more administrators
have access to that computer. Third-party software and drivers can present security
risks as well, so its important to make sure that, if a virtual machine is
compromised, it has limited exposure to other virtual machines on the same
physical server.
Virtualization provides an opportunity to increase security for all server platforms.
Features that
Hyper-V uses to enhance security include:
Performance
Performance advances and integration with virtualization-aware hardware enable
Hyper-V to virtualize much more demanding workloads than previous virtualization
solutions and to give them more resources for greater scalability.
Performance advancements include:
The process happens in reverse for any responses from the hardware.
Newer, Hybrid virtualization architectures, including that used in Virtual Server, run
side by side with server operating systems.
In Type 1 virtual machine monitors, the hypervisor sits at the level closest to the
hardware, sometimes called the bare-metal level.
There are two kinds of hypervisor architectures monolithic hypervisors and microkernelized hypervisors (see graphic below). The monolithic hypervisor model still
places large amounts of code between hardware resources and virtual machines,
because the virtual machine monitor emulates hardware for its VMs. When a guest
operating system makes a hardware call through its device drivers:
1. The VMMs emulated hardware intercepts the call.
2. The VMM routes it to the device drivers, necessitating numerous expensive
context switches.
3. The device drivers route it to the physical hardware.
This approach, called a monolithic hypervisor, includes hardware drivers in the
hypervisor. Examples of monolithic hypervisors include VMwares ESX Server.
Windows Server 2008 Hyper-V uses a micro-kernelized hypervisor model. In a microkernelized hypervisor, the only layer between a guest operating system and the
hardware is a streamlined hypervisor with simple partitioning functionality. The
hypervisor has no third-party device drivers. In addition to improved performance, it
has an inherently more secure architecture with a minimal attack surface. The
drivers required for hardware sharing reside in the host operating system, which
provides access to the rich set of drivers already built for Windows.
Figure 1. Approaches to Hypervisors: Monolithic Hypervisors contain its own driver stack as a part of the
hypervisor; Microkernelized Hypervisors has a minimal hypervisor layer and leverages the parent
partition and provides an inherently more secure architecture with minimal attack surface
Hyper-V
Processor Support
1 processor/core per VM
Processor Support
Up to 4 logical processors per VM
Up to 16 processing cores in the
physical machine.
System Center Virtual Machine Manager (SCVMM) provides centralized and powerful
management, monitoring, and self-service provisioning for virtual machines.
SCVMM host groups are a way to apply policies and to check for problems across
several VMs at once. Groups can be organized by owner, operating system, or by
custom names (such as Development or Production).
In the SCVMM interface, selecting a virtualization host server results in a displayed
list of its VMs. Select a specific VM to show its CPU and memory usage, as well as a
live-updating thumbnail. The interface also incorporates Remote Desktop Protocol
(RDP); double-click a VM to bring up the console for that VMlive and accessible
from the management console.
System Center Virtual Machine Manager Main Features
Feature
Description
Host configuration
Virtual machine
creation
Library management
SCVMM can store and manage offline VMs, templates, and ISO
images, enabling rapid VM deployment. It can create, update, delete,
and store objects in the library without launching the associated VMs.
Virtual machine
placement and
deployment
Monitoring and
reporting
Rapid recovery
Self-service
provisioning user
interface
Automation
Microsoft System Center Operations Manager (SCOM) 2007 monitors the health and
performance of physical and virtual workloads. Administrators have powerful tools,
such as at-a-glance status, highly customizable alerts, and integrated configuration
management, to respond to issues immediately and can enable automated
response without administrator involvement. For example, when a virtual machine
shows network saturation, SCOM might respond with a script to add a network
adapter and restart the VM with more available bandwidth. A virtual machine
overloading its processor or paging excessively could get additional logical
processors or memory.
Third party management solutions
In addition to the above options, Hyper-V provides APIs that can be used by third
party management solutions. This enables customers to use third party
management solutions to manage Hyper-V.
Integrated Virtualization
Microsoft offers customers a complete set of virtualization products, from the data
center to the desktop. As discussed, all assets both virtual and physical can be
managed with our System Center management platform.
Windows Server 2008 Hyper-V Technical Overview
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Figure 2. The Microsoft end-to-end virtualization strategy enables centralized management for virtual and
physical assets through Microsoft System Center.
System Requirements
Host Operating Systems
Hyper-V is an available feature of Windows Server 2008 Standard x64, Windows
Server 2008 Enterprise x64, or Windows Server 2008 Datacenter x64 editions. The
Server Core installation option for these editions of Windows Server 2008 can also
install the Hyper-V role.
Clustering features, including Quick Migration, require Windows Server 2008
Enterprise or
Windows Server 2008 Datacenter x64 editions in the parent partition.
Guest Operating Systems
Hyper-V supports Windows Server 2008, Windows Server 2003 and specific Linux
distributions running as guest operatring systems. For a complete list and
configurations of supported guest operating systems running Hyper-V please refer
to the datasheet.
Processors
Hyper-V requires processors with hardware-assists from AMD and Intel.: AMD-V or
Intel VT processors.
Hardware Data Execution Protection (DEP) must be enabled. Hyper-V requires that
hardware data protection is enabled: Intel XD bit (execute disable bit) or AMD NX bit
(no execute bit).
Shared Storage for Quick Migration
Quick Migration requires shared storage in the form of either a SAN (Internet Small
Computer System Interface [iSCSI] or Fibre Channel) or Serial Attached SCSI.
Windows Server 2008 clustering is no longer supported by means of parallel SCSI.
Usage Scenarios
There are four key usage scenarios for Hyper-V. They are:
Server consolidation
Dev/Test environments
Business Continuity
Dynamic Datacenter
Description
Broad guest
operating system
support
Hardware
virtualization and
older-version
hardware
emulation
The virtual-to-virtual conversion in Hyper-V can convert VMware ESX VMs (VMDK
format) to Hyper-V VMs (VHD format).
Quick Migration
(SCVMM)
CPU resource
allocation
CPU resource allocation supports both weighting and constraint methods for finegrained control.
Multithreaded for highly scalable performance.
Number of cores in a VM:
Each virtual machine can use up to 100 percent of a single host processor
(up to 16 total processing cores per system).
On hyper-threaded systems, the single host processor is a logical
processor.
Multiple virtual machines can execute concurrently to make use of multiple host
processors.
The number of virtual machines that can be hosted on any server depends on
the:
Combined processor, memory, and I/O load the virtual machines put on
the host.
Processor, memory, and I/O capacity available on the host system.
Virtual processor resources can be changed using industry-standard tools, the
Hyper-V MMC management interface, or WMI scripting (processor change
requires restarting the VM).
Hyper-V supports both weight-based and constraint-based CPU resource
allocation for balanced workload management.
Memory resource
allocation
PXE Boot
The relative weight given to the resource needs of this virtual machine is based
on comparisons with the needs for all other virtual machines. A virtual machine
with a higher relative weight is dynamically allocated additional resources as
needed from other virtual machines that have lower relative weights. By default,
all virtual machines have a relative weight of 100, so that their resource
requirements are equal, and none is given preference.
Capacity and weight algorithms operate concurrently:
Contention can occur for the maximum system capacities.
Relative weights indicate how to allocate resources during contention.
Active Directory
integration
Active Directory directory service allows the same directory management features
to be used for virtual machines as are used for physical machines, by providing a
centralized repository for hierarchical information about users and computers on the
network. Active Directory incorporates significant improvements in management
and performance in Windows Server 2008, which can be leveraged through virtual
machines hosted by Hyper-V.
Integration with Active Directory enables delegated administration and
authenticated guest access. Hyper-V enables fine-grained administrative control
over virtual machines with per-virtual machine Access Control Lists (ACLs) that can
be managed from within the Active Directory Group Policy Management Console.
Event logs are integrated with Active Directory and Microsoft Management
Consoles.
Windows Server
Core option
Hyper-V is available as a Windows Server 2008 Server Core role, facilitating higher
uptime due to fewer mandatory reboots for OS patches. Hyper-V can also achieve
higher VM density when consolidating core infrastructure workloads by using
Windows Server Core as a guest OS. The reduced disk and memory footprint of
Server Core can help achieve higher VM densities on consolidated servers.
Developer productivity: Developer productivity should not be wasted on timeconsuming administrative tasks, such as configuring test environments and
installing operating systems.
Virtual machine technology was developed more than 30 years ago to address some
of the challenges first encountered during the mainframe era, enabling side-by-side
testing and production partitions on the same system. Now, Hyper-V enables better
test coverage, developer productivity, and user experience. The memory and
processor scalability inherent in Hyper-V 64-bit architecture supports enterprise test
scenarios.
Developers can also leverage Hyper-V as an efficient tool to simulate distributed
applications on a single physical server. Deploying and testing distributed server
applications typically requires quantities of available hardware resources and a
great deal of time to configure the hardware and software systems in a lab
environment, to simulate a desired scenario.
Hyper-V is a powerful time- and resource-saving solution that optimizes hardware
and human resource utilization in distributed server application development
scenarios. Hyper-V enables individual developers to easily deploy and test a
distributed server application using multiple virtual machines on one physical
server. Combining the robust features in Hyper-V, such as disk hierarchy and virtual
networking, with the value of machine consolidation gives developers a powerful
and efficient way to simulate complex network environments. The result is a
Windows Server 2008 Hyper-V Technical Overview
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development environment solution that is very time and cost effective because less
hardware, less real estate, and less time are required for build-out.
Description
Broad guest
operating system
support
Self-service portals System Center Virtual Machine Manager enables developers and testers to create
and destroy VMs from a configuration library instead of requiring administrator
intervention.
Flexible resource
control
VMs can also take advantage of flexible resource control, enabling testers to assign
memory and processor resources that best fit the test or development scenario.
VM Snapshots
Description
High availability
through host and
guest clustering
Live backup
Hyper-V virtual machines and their data can be automatically backed up without
experiencing downtime (if the guest OS supports Volume Shadow Copy Service). If
a server stops responding, its VMs can be restored and started on any other host
server, minimizing service interruptions.
Tape backup processes take advantage of virtual tape drive functionality in
Hyper-V. For example, if a server incorporates a script to automatically back up its
data to a tape drive, that process can still be used when the server is converted to a
virtual machine.
Health monitoring
Quick Migration
Windows Server
Core option
Hyper-V is available as a Windows Server 2008 Server Core role. Windows Server
Core as a guest OS helps facilitate high availability for core infrastructure roles. The
reduced disk and memory footprint of Windows Server Core will facilitate faster
Quick Migrations and faster cluster failovers of VMs based on Windows Server
Core.
These three elements are the foundation for building dynamic systems. Virtualized
Infrastructure mobilizes the resources of the infrastructure, Knowledge-Driven
Management is the mechanism for putting those resources to work to meet dynamic
business demands, and Design for Operations ensures that systems are built with
operational excellence in mind.
For more information about DSI, see: www.microsoft.com/dsi.
Description
Broad guest
operating system
support
Automated VM
reconfiguration
Quick Migration
The Hyper-V Quick Migration feature enables running VMs to be moved to other
servers, with minimal downtime. Dynamic data centers leverage Quick Migration to
move workloads to servers with applicable capabilities for their current needs. A
server providing application updates, for example, could migrate to a more powerful
server in anticipation of a company-wide software update.
Utilization
counters
Hyper-V utilization counters provide server administrators with detailed server load
and performance information to facilitate planning and analysis, as well as chargeback metrics.
Conclusion
Hyper-V is a reliable and cost-effective server virtualization technology for the
Windows Server 2008 platform.
The move by Microsoft to hypervisor-based, hardware-assisted virtualization vastly
improves reliability and scalability for virtual servers, enabling even the most
demanding workloads to be run in dynamic virtual machines.
The industry-standard management tools in Hyper-V enable system administrators
to manage virtual servers and physical servers in the same familiar, widely
supported interface.
IT departments use Hyper-V to: