Guide to storage virtualisation

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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