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Guide to storage virtualisation

By Scott Lowe, TechRepublic
October 13, 2006
URL: http://www.zdnet.com.au/insight/hardware/soa/Guide-to-storage-virtualisation/0,139023759,339271528,00.htm


 
TechRepublic

When it comes to server consolidation or building a development environment, virtualisation is at the forefront of making these efforts successful. A sound enterprise-grade virtualisation strategy includes careful planning. This includes appropriate selection of the components that will make up the virtualisation infrastructure beyond the host servers. A critical component to your strategy must include appropriate shared storage in order to take advantage of the high-end features of virtualisation software.

The type of storage you choose for virtualisation is dependent on your specific needs, as well as on the type of virtualisation you choose to use. For the purposes of this article, I'll be focusing on only two main types of virtualisation: host-based -- running your virtual machines under software that is installed on top of a host operating system, such as VMware Server or Virtual Server 2005; the second type is bare metal -- running VMware ESX Server, for example.

With both types of virtualisation, you can choose either host-based or shared storage, but you should be aware of some of the limitations imposed if you decide to stick with host-based storage rather than a SAN or supported NAS device. The host-based virtualisation software is not SAN-aware, but you can still run your virtual machines from a SAN or fast NAS unit by using the underlying operating system's SAN connectivity. You won't get the full benefits that you would get from running your virtual machines from a SAN, using bare-metal virtualisation, but it remains an option to consider. I'll go into more detail on each of these setups below.

Host-based virtualisation and host-based storage (host/host)
This scenario is the simplest to grasp and the easiest to implement. Here, everything is local -- the virtualisation software, the virtual machines, and the storage. Further, since the virtualisation software runs on either Linux or Windows, you're probably already familiar with managing the environment. However, in this scenario, your virtual machines are afforded very little real-time protection.

If your host server dies, all of the virtual machines will go with it. Sure, you can back up the virtual machine files and restore them in the event of a failure, but the process will be somewhat time consuming and, depending on how you handle the backup, you may lose some data.

Host-based virtualisation and shared storage (host/shared)
If you have a SAN or a supported NAS device, and you want host-based virtualisation (due to cost, perhaps), this is your best option. In this scenario, the virtual machines still run on top of the host operating system, but you can store the virtual machine configuration and data files on the SAN. While the virtualisation software itself is not SAN-aware, you can still take advantage of the capabilities offered by your SAN to keep your environment more highly available. For example, using this method allows you to make use of your SAN's snapshot capability meaning that, if a virtual machine is corrupted, you can easily recover. Further, if your virtual host server dies, you can fairly quickly mount the SAN volume on a different server and bring the virtual machines back up.

Bare metal virtualisation and host-based storage (metal/host)
Personally, I think this scenario is the hardest to manage. In this case, you're running VMware ESX server on the bare metal and storing the individual virtual machines on local disks. You have the same risks and recovery limitations inherent in the host/host model, but you do not get the benefit of backing up the individual virtual machine files without using third-party software.

Your best option for this scenario is to individually back up each virtual machine as if it were a physical server. That is, use NTbackup, or install your backup software's agent.

Bare metal virtualisation and shared storage (metal/shared)
This is, by far, the most desirable -- and the most expensive -- way to implement a robust virtualised environment in your organisation. In this scenario, you get all of the great benefits of the host/shared method (snapshot capability, etc), but, with VMware ESX, you also get incredible features including VMotion, VMware HA (High Availability), and VMware DRS (Distributed Resource Scheduler).

VMotion allows you to seamlessly move a running virtual machine between ESX hosts. HA watches your ESX hosts and, upon detection of a host failure, automatically moves guests from the failed host to other servers in the cluster. DRS automatically moves virtual machines between suitable ESX hosts based on the resource requirements of the virtual machine. DRS also provides a "maintenance mode" option whereby, with minimal effort, you can force DRS to move all guests from a host node so you can perform maintenance on that node.

All of the features require shared storage in the form of a supported Fibre Channel or iSCSI SAN or NAS device.

Summary
A robust, scalable, highly available virtualised environment can save an organisation significant time and money, but you need to carefully plan your virtualisation storage strategy and decide which approach is best for your company.

 

Host-based virtualisation

Bare metal virtualisation

Host-based storage

Host/Host

Metal/Host

 

Pro: Cheap (the virtualisation software is free).

Pro: The local storage is cheap.

 

Pro: The local storage is cheap.

Con: The virtualisation software is expensive.

 

Pro: Easy to deploy.

Con: Without 3rd party tools, limited to traditional backup methods.

 

 

Con: "Eggs in one basket" -- lots of VMs on a single host.

Con: "Eggs in one basket" -- lots of VMs on a single host.

 

Neutral: Can back up whole VM with regular file backup tools or use an agent in each VM.

 

 

Con: Underlying OS overhead.

Pro: Little underlying OS overhead.

 

Best bet for "proof of concept" virtualisation projects.

Best bet for small virtualisation projects.

 

 

 

Shared storage

Host/Shared

Metal/Shared

 

Pro: Virtualisation software is free.

 

Pro: Extremely robust.

 

Con: Storage is fairly to very expensive.

Con: Most expensive option: Storage is fairly to very expensive. The virtualisation software is expensive.

 

Pro: Recovery is a manual process but can be done fairly easily when configured right.

Pro: Highly available. Load balancing (DRS).

 

Con: Underlying OS overhead.

 

Pro: Little underlying OS overhead.

 

Best bet for virtualisation projects for which software costs must be kept to a minimum and enterprise-grade recovery is not necessary.

Best bet for enterprise-grade virtualisation projects where availability is key.

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