State of the Virtual Enterprise

Virtualization Primer: Terms, Trends and Technologies

Barb Goldworm President & Chief Analyst Barb Goldworm

• President & chief analyst, FOCUS (www.focusonsystems.com), an analyst firm focused on virtualization, cloud, systems, storage, transformational technologies & next generation data centers • Barb has 30 years experience in systems and storage with IBM, StorageTek, Novell, Enterprise Management Associates, multiple successful startups • Expert Columnist since 1990s – NetworkWorld, ComputerWorld SNWOnline, TechTarget SearchServerVirtualization, SearchVMware, Virtual DataCenter Virtual-Strategy Magazine, Business Trends Quarterly, CRN • Author: 100s of research reports, white papers, columns, book Blade Servers & Virtualization • Conference Keynote Speaker/Chair/Advisory Board: Chair/Advisor: Interop Virtualization, DataCenterInsights, CloudConnect Judge: Best of VMworld, Product of the Year Keynote speaker: Tech Target Storage Decisions, Data Center Decisions, Road To Virtualization Tour, VirtualPath University, StoragePath University… © 2011 FOCUS - www.focusonsystems.com 2 What is Virtualization? Abstraction away from HW or layer beneath

After Before User Personalization User Virtualization User Profile Applications Applications Application Virtualization Operating System Operating System Hardware HW Virtualization Hardware

In production more than Storage 24 months Virtualization In production 12- 24 months In production 6-12 Application months Virtualization In production 6 months or less Planning to implement in Desktop less than 6 months Virtualization Planning to implement in 6-12 months Server Planning to implement, later than 12 months Virtualization No plans

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Source: FOCUS Interop Survey Sept 2010

© 2010 FOCUS - www.focusonsystems.com 4 Types of Virtualization • Network Virtualization Cluster – VLANs, VSANs, virtual NICs, virtual WWNs • Storage Virtualization Virtual Virtual VM App App – Host, Network, Device VM 1 2 Desktop • Systems and Software Server DesktopVM 1 – Server, Desktop & Virtualizatio Virtualizatio Application Virtualization n n  Virtualization of all resources into a Storage Virtualization virtualized infrastructure enables Dynamic IT => ITaaS, Private Cloud Network Virtualization

VM VM Virtual Virtual 1 2 Environment Environment Virtual Virtual Virtualization layer VM VM VM VM Environment Environment 1 2 3 4 OS Virtualization Layer Host OS Virtualization layer Host OS Hardware Hardware Hardware

Bare-Metal Hypervisor Hosted Virtualization Virtualization OS Virtualization • VMware ESX, ESXi • VMware Server, • Citrix XenServer • Solaris Containers Player, Workstation • MS Hyper-V • Parallels Virtuozzo • MS Virtual Server, • Citrix XenClient Virtual PC

Increased utilization of resources Reduced space/power/cooling Reduced TCO of servers Increased ROI of servers Improved IT agility Reduced provisioning time Improved disaster recovery plan Improved server manageability Increased availability Improved response to users Reduction in storage hardware Improved app. service levels Enabled true DR plan for 1st time Improved application mgmt Improved desktop mgmt Desktop consolidation Improved desktop data security

Disaster Recovery

Server consolidation

Increase server utilization

Reduce space & power

Increase availability

Improve IT agility

Improve manageability

Storage consolidation

Reduce provisioning time

Desktop consolidation

0 50 100 150 200 250 300 Critical Important Not so important Source: FOCUS Research Series – Managing the Virtual Environment

VMware (ESX, ESXi, vSphere, VI3) VMware Server (or GSX) Citrix XenServer Microsoft Hyper-V Microsoft Virtual Server Oracle VM Parallels Production Sun Solaris Containers Evaluation Open Source Xen Novell SUSE Xen Red Hat Xen Other Red Hat KVM

Source: FOCUS Interop Survey Sept 2010 0 50 100 150 200 250 300

FAN STATUS

High Availability Dynamic Resource On Demand Automate Scheduling Capacity • High Availability Provisioning Management (Manage) • Dynamic Resource Balancing Virtual Machines • On Demand Capacity Manage Aggregated Virtualization (Consolidate & Simplify) •Resource pooling & allocation •Instant Provisioning Server Farm •Easy, Non-disruptive Scaling

Network Consolidate •Multiple Workloads / Server Storage •Simplified Management •Opex and Capex Savings

ESX1 ESX2 ESX3 Exch SQL S Exch S SQL C Server Win XP Win 2K Exch RH 7.3 Win2K AS Server NT4

Exch SQL SQL Win 2K Server Server Server Provisioning SQL Win 2K Management Server DNS/DHCP

Win XP RH 7.3 SQL Client Win XP RH 7.3 Win XP RH 7.3 SQL Client

Workload Balancing High On-Demand Capacity + Availability +

Direct Attach Storage Networked Storage Capacity Islands Shared Resource

NAS: SAN: NFS, CIFS iSCSI, FC

DAS

Host-based Virtualization

Network or SAN-based Virtualization

Storage-based Virtualization

Performance issues Backup challenges Storage challenges Security issues Networking challenges Internal organizational issues VM sprawl Troubleshooting performance problems Predicting storage requirements/growth Trouble moving from test to production Lack of vendor support I don't know Other (please list): None

Source: FOCUS Interop Survey Sept 2010 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50%

New Delivery/ Business V Model A 4) IT as a Service/Private Cloud L U E C 3) Management and Automation Stall Points B 2) Infrastructure optimization

A 1) Server virtualization / consolidation

TIME So What’s a Cloud?

© 2011 FOCUS - www.focusonsystems.com 20 NIST Cloud Characteristics Model for enabling  On-demand, self service convenient, on-demand network access to a  Broad network access shared pool of configurable computing resources (e.g.,  Shared resource pools networks, servers, storage, applications, and services) that can be  Rapid elastic provisioning rapidly provisioned and released with  Automated measured minimal management effort or service delivery service provider interaction. © 2011 FOCUS - www.focusonsystems.com 21 The Road from Virtualization to Private Cloud From Virtualization to Private Cloud

Virtualized Infrastructure

Storage and networking optimized for virtualization

Automated, policy-based dynamic resource management

Usage based cost visibility – chargeback/showback

Self-service provisioning

Service Catalog 22 Source: FOCUS, LLC

 2010 FOCUS,LLC - www.focusonsystems.com Virtualization Management

• Changing Ecosystem – Hypervisor Vendors – Virt Mgmt Startups – Traditional Mgmt Players – Systems/storage vendors • Hypervisor specific vs. hypervisor agnostic • Virtualization mgmt lines are blurred • Innovations from startups • Many mergers and acquisitions

© 2011 FOCUS - www.focusonsystems.com 23 Virtualization Management Hot Spots • Storage and Networking – Backup improvements – image backup, APIs, service VMs – Optimization – Direct I/O, iSCSI, Dedupe, Array integration, Switch management, WAN opimization… – Integrated management • Systems management – Performance analytics, capacity planning, applications… – Provisioning, configuration/change (incl self-service=>cloud) – Virtualization vendors (and acquisitions) – Ecosystem tools – startups and ESM vendors • Security – Hypervisors, VMs, virtual switches, etc – Service VMs, especially for Desktop Virtualization – Multi-tenancy for cloud

App 1 App 2

Guest OS Thin Client Thin Client App 1 App 2

App 1 App 2

App 1 App 2 Virtual Desktops (VMs) Desktops Virtual Guest OS Laptop Laptop Hypervisor Windows (TS) Server Server Hosted Server

PC or Workstation Client Hosted Contractor/ Blades Multi-OS or DeveloperDesktop Work from Home Desktop

Vista XP Secured/Managed Virtual Desktop Mac OS Unmanaged Win 7 Linux Personal/Contractor Desktop Microsoft Virtual PC, Windows Virtual PC Parallels Desktop, Oracle VirtualBox MED-V (Kidaro), ClearCube, HP, IBM, Verari VMware WorkStation, Player, Fusion, VMware ACE, © 2010 FOCUS - www.focusonsystems.com Xen client, View Local RingCube vDesk Why (Re-)Evaluate Desktop Strategies? Centralized desktops can reduce desktop management/support costs AND improve user satisfaction • Provision/update from shared OS and app images • Eliminate application interaction support problems • Minimize/eliminate SW on physical desktops • Increase security • Increase desktop reliability, availability, serviceability • Extend lifespan of current desktop hardware • Backup user data automatically • Provide desktop and application access from any device anywhere

© 2010 FOCUS - www.focusonsystems.com 27 User Access Devices/BYOD • Existing Desktops/Workstations/Laptops – Use current desktops as dumb terminal – No upfront CapEx investment • Thin Clients • Zero Clients • Tablets • > 2 M iPads sold in 2 months • PDAs and Smart Phones • Mobile device growth rate 2.5 time that of PCs • Future Devices?

© 2010 FOCUS - www.focusonsystems.com 28 DV Adoption Now is about Overcoming historical barriers • Barriers being eliminated – User experience – interface (e.g. graphics) – Storage issues (image management) – Personalization – user virtualization layered on top of virtual desktops and virtual applications – Mobile users (offline usage) – Licensing & pricing (Desktop OS and Apps)

© 2010 FOCUS - www.focusonsystems.com 29 Personalization/ User Virtualization • Separate user space/settings from the OS and apps • Traditional profile settings • Personalized settings • Applications • Printing settings • Context information • Central management • Dynamic composition © 2010 FOCUS - www.focusonsystems.com 30 Use Cases And Technologies

Multi-user Virtual Desktop Smart Server-hosted Server-based Infrastructure Phone Delivery Computing

Application Virtualization and Streaming

Managed PC and Client-hosted Managed Workstation Client-hosted) Client-hosted Blades Delivery Client-hosted Virtual Desktop

Native Installed Applications

Virtualization Virtualization Virtualization Sandbox Sandbox Sandbox

Server/Desktop Operating System

Data Center Executes on User Devices

APP APP APP APP APP APP APP APP

Red XP Vista Solaris Adobe Hat Reader VM VM VM VM Desktop Virtualization SW Desktop OS Visio 1 to Many Local Desktop Virtualization

MS Office 2003 MS MS Adobe Office Office Visio Reader Application Packaging/ 2007 2003 Sequencing Server MS IE Office Application Virtualization 2007 Desktop OS Web or Streaming Server Application Virtualization © 2010 FOCUS - www.focusonsystems.com 33 Virtualization Landscape • VMware – ESX, Virtual Infrastructure 3 (3.5), vSphere , Virtual Center (vCenter), HA, DRS, DPM, VMotion, Storage VMotion, Site Recovery Manager, Lifecycle Manager (EOL), Lab Manager (EOL), Server, Workstation, Player, ACE, Fusion, View Manager, View Composer, ThinApp, AppSpeed, RTO, vCenter Server Heartbeat, Chargeback, SpringSource, Hyperic, vShield (BlueLane), TriCypher, vCloud Director, Request Manger, vCenter Operations (vCOPS) (Integrien, Ionix (ConfigureSoft, FastScale) • Microsoft –Hyper-V - Windows Server 2008 R2 SP1, Virtual Server 2005 R2, Virtual PC, App-V Application Virtualization (SoftGrid), Remote Desktop Services/Terminal Services, MED-V Enterprise Desktop Virtualization (Kidaro), Systems Center VMM, Operations Manager, Configuration Manager, System Center Orchestrator (Opalis), Concero Self-Service Portal, Azure • Citrix – XenServer, XenDesktop, XenApp hosted and streamed, Provisioning Server, Citrix Delivery Center, Desktop Studio, Desktop Director, Citrix Essentials for Hyper-V and XenServer, VMLogix, NetScaler, Branch Repeater, Access Gateway, OpenCloud • Xen open source/KVM – Novell SUSE, Oracle VM, Sun xVM, Red Hat

Private Cloud vCloud Solution Public Cloud

Co-Branded vCloud Services Cloud Services vCloud vCloud Datacenter Portability Security & performance for enterprises Operations and Management vCenter Cross-Cloud Standards vCloud API vCloud Express Open Virtualization Format Rapid, credit card payment Security and Compliance for developers vShield Cross-Cloud Management vCloud Connector vCloud Powered Virtual Resources Broad array of vSphere VMware-compatible clouds for any business need MS Cloud View

Dynamic •Live Migration •Clustered Shared Volumes Management •Hot Add/Remove of Storage

•Improved Memory Management (Intel EPT / AMD RVI) Performance •TCP Offload Support •Virtual Machine Queue Support

•More Logical Processors Scale •Advanced Power Management •Core Parking

•Enhanced Remote Desktop Services OS Services •Support for Virtual Desktop Infrastructure (VDI) •Microsoft Hyper-V Server 2008 R2 (free)

© 2011 FOCUS - www.focusonsystems.com 38 MS Hyper-V SP1 • Storage improvements –cpu util, IO, iSCSI, multipath, FT, error recovery • Dynamic memory • Live migration with CSV • Improved scale-out and scale-up workload support

• Multi-hypervisor (Hyper-V,XenServer, ESX) • Private/public cloud provisioning • Front and back end support for IaaS • Provisioning of server, network and storage for VMs • Bare-metal provisioning - server hardware, host clusters, load balancers, and network and storage resources • Dynamic Optimization and Power Management Citrix Essentials XenServer and MS Hyper-V

Citrix Essentials Advanced virtualization mgmt XenServer (Free): • Lab and stage • Unlimited centralized management management • Live motion and resource • Provisioning Services pooling • High Availability* • Fast bare metal • StorageLink Technologies performance with consolidated back- • Native Windows and up Linux support • Workload balancing* • Broad open standards support • Site Recovery •Backup support (new) •AD integration (new) *for XS only © 2010 FOCUS - www.focusonsystems.com 41 XenServer 5.6 Feature Pack 1

• Advanced Storage Optimization for VDI • Integrated Virtual Switching • Advanced VM Protection and Recovery • Web-Based self service portal • Boot from SAN with multipathing • HA restart priority • Open virtual switch (openvswitch.org) and Distributed Virtual Switching (DVS) • Dynamic memory

© 2011 FOCUS - www.focusonsystems.com 42 Changing Landscape Then Now • Dev/test, consolidation • Beyond server consolidation – compelling ROI/TCO – Mission critical apps – Low hanging fruit – Management, automation, and optimization – Developers – Desktops, Apps, Storage – Private/Public Cloud

• VMware Dominance • VMware – VMware started x86 – Strong in server virt & mgmt virtualization 12 years ago – Push towards desktop, cloud – MS Virtual Server - niche • Microsoft – Late to market but now competitive – Xen open source - niche – Hyper-V free with WS2008 – Citrix –SBC/ Presentation – Strong in OS, apps, Systems Center Server – Strong in SMB pure Windows shops – OS virtualization -service – Push towards cloud with Azure providers • Citrix – Long history in user app/desktop space – Strong in desktop/app virt solutions – Strong MS alliance © 2011 FOCUS - www.focusonsystems.com – Push towards cloud 43 Recommendations

• If you haven’t already started virtualizing, start now • Evaluate the changing landscape to meet your needs • If you’ve started and hit VM Stall or VM sprawl, evaluate the virtualization mgmt ecosystem. It will be the path to private cloud • Consider desktop and application virtualization either as a first step or next step • Look at/optimize the whole virtual infrastructure – break the IT silos • Server, desktop, storage, networking • Consider big picture - RAS, rapid provisioning, power & space, performance, scalability, elasticity, mgmt, security, policies, organizational issues, total costs and ROI