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Virtualization Beyond The Hype Virtualization Beyond The Hype GTC Southwest 2009, Seminar S11 Jim Rymarczyk IBM Fellow, Chief Virtualization Technologist rymar@us.ibm.com © 2009 IBM Corporation January 2009

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Page 1: S11 Virtualization - Beyond The Hypemedia.govtech.net/GOVTECH_WEBSITE/EVENTS/PRESENTATION...Virtualization – Beyond The HypeBeyond The Hype GTC Southwest 2009, Seminar S11 Jim Rymarczyk

Virtualization – Beyond The HypeVirtualization Beyond The Hype GTC Southwest 2009, Seminar S11

Jim Rymarczyk IBM Fellow, Chief Virtualization [email protected] @

© 2009 IBM CorporationJanuary 2009

Page 2: S11 Virtualization - Beyond The Hypemedia.govtech.net/GOVTECH_WEBSITE/EVENTS/PRESENTATION...Virtualization – Beyond The HypeBeyond The Hype GTC Southwest 2009, Seminar S11 Jim Rymarczyk

IT Complexity – the need for IT transformation

Virtualization – Beyond The Hype GTC Southwest 2009 January 29, 2009Page 2

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Major Forces Are Driving the Need For IT Transformation

The pace of technology Operational issues have IT p gyinnovations is accelerating

pIT at a breaking point

ITInfrastructure

Costs & Service Delivery⇨ Rising costs of systems & networking operations⇨ Explosion in volume of data and information

Technology Advances⇨ Service orientation⇨ End-to-end service mgmt

⇨ Difficulty in deploying new applications & servicesBusiness Resilience & Security⇨ Growing systems & applications availability needs⇨ Security of your assets & your clients’ information

⇨ Comprehensive virtualization⇨ Converged networks⇨ Solid state storage⇨ IT appliances⇨ Security of your assets & your clients information

⇨ Landslide of compliance requirementsEnergy Requirements⇨ Rising energy costs & rising energy demand

⇨ Storage de-duplication⇨ Many cores & threads per chip⇨ Low-cost high-BW fiber optics⇨ Petaflop supercomputers

Virtualization – Beyond The Hype GTC Southwest 2009 January 29, 2009Page 3

⇨ Power & thermal issues inhibit operations⇨ Environmental compliance & governance mandates

⇨ Cloud computing services⇨ Real-time data streams

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The IT Infrastructure Complexity and Cost Problem

Business processes as services

Sea of heterogeneous servers, storage, networks and their virtualization

Topologies of federated services must be mapped onto large numbers of diverse physical and virtual resources

Businesses spend a large fraction of their IT budgets on data center resource

“Enterprises report that IT operational overhead = 70% of their IT budgetd i l i i f f i iti ti ”

Businesses spend a large fraction of their IT budgets on data center resourcemanagement rather than on valuable applications and business processes

Virtualization – Beyond The Hype GTC Southwest 2009 January 29, 2009Page 4

and growing . . . leaving precious few resources for new initiatives.”– Forrester, 2007

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Today’s Enterprise Application Complexity

Application Diagram V4 M a inframe apps - B lue

PC/NT apps - G reenUnix apps - Y ellow

3rd party interface - OrangeLines: Colors have no special meaning.

They are to help make the diagram easier to I17 Customer PerceivedUAR U i l A t

DepositoryBanks

VendorMaintenance

Vendor Setup

Process Servers

Page 1 of 2

S01 - SalesCorrections

I03 Return toVendor

I06 WarehouseManagement

read.For More Information: See the database

containing information about eachapplication: Application V4.mdb

S06 - Credit AppM02 - Millennium

M03 - Millennuim 3.0

D01 Post LoadBilling

E13E3 Interface

S04 - Sales Posting

I13- AutoReplenishment

In-StockMesa Data

NEW SoundscanNPD Group

AIG Warranty Guard

P16 - Tally Sheet

I15 Hand ScanApps

RoadshowSterling VAN

Mailbox (Value)

I06 - CustomerOrder

UAR - Universal AccountReconcilliation

S07 - CellPhones

Fringe PO

AIS Calendar

Stores & Mrkts

Due Dates

Smart Plus

InsertionsOrders

BudgetAnalysis Tool

Print CostingInvoice App

AIS Reports

BroadcastFilter

Smart PlusLauncher

GeneralMaintenance

Printer PO

PrinterMaintenance

Maintenance

S20-SalesPolling

(Imaging)

E01-EDI

P15 EES EmployeeChange NoticeL02-Resource

Scheduling(Campbell)

P09 - P17CyborgCobra

P14 On-line NewHire Entry

CTS I04 HomeDeliveries

I02

I12 EntertainmentSoftware

I10 Cycle PhysicalInventory

U18 - CTO

ACH

Stock Options

Resumix

L01-PromoAnalysis

V02-PriceMarketingSupport

A04 - CustRefund Chks

Equifax

S09 - DigitalSatelliteSystem

Washington,RGIS,

Ntl Bus Systems

V04-SignSystem

P01-EmployeeMasterfile

FrickCo

S11 - ISPTracking

AAS

1

CTO2.Bestbuy.com

Prodigy

I01 POReceivingScorecard - HR

Banks - ACH and Pos toPay

B01 - StockStatus

S03-Polling

Plan Administrators(401K, PCS, Life,

Unicare, SolomonSmith Barney)

I02 -Transfers

I05Inventory Info

V01-Price ManagementSystem

Intercept

I09 Cycle Counts

E02-EmployeePurchase

I11 PriceTesting

P09Bonus/HR

POS

S08 - VertexSalesTax

NPD,SoundScan

X92-X96Host to AS400

Communication

S02 -Layaways

L60 MDFCoop

SKU SelectionTool

SKUPerformance

SupplierCompliance

I35 CEI

V03- MktReactions

SpecSource

Spec SourceSKU Tracking

G02 - GeneralLedger

Arthur Planning

I07 PurchaseOrder

I55 SKUInformation

K02Customer Repair

Tracking I35 Early WarningSystem

B02 MerchandiseAnalysis

Texlon 3.5

U16-Texlon

EDI

Store BudgetReporting

Ad Expense

BMP - Busperformance Mngt

StoreScorecard

Valley Media

I18SKU Rep

I14 Count CorrectionsNARM

I35 - CEI

ASIS

RebateTransfer

SignSystem

CopyWriter'sWorkspace

ELTPowerSuite

StoreMonitor

Data Warehouse(Interfaces to and from the

A05 - AP

OTHER APPS - PCAP - Collections/Credit

TM - Credit Card DB

ACCTS REC APPS - PC990CORBad Debt

Benefical FeesBeneficial Reconcil

JEAXFJEBFAJEBKAJEDVAJESOAJEVSAJEVSFNSF

TeleCredit Fees

INVENTORY CONTROL APPS - PCCode Alarm

Debit ReceivingsDevo Sales

Display InventoryIn Home

JunkoutsMerchandise Withdrawl

Promo CreditsRTV Accrual

ShrinkAP Research - Inv CntrlAP Research-Addl Rpts

Book to Perpetual InventoryClose Out Reporting

Computer Intelligence Data

INVENTORY CONTROL APPS - PCDPI/CPI

IC BatchingInventory Adj/Count CorrectInventory Control Reports

Inventory LevelsInventory Roll

Merchandise WithdrawlOpen ReceivingsPI Count Results

PI Time Results from InvPrice Protection

Sales Flash ReportingShrink Reporting

SKU Gross MarginSKU Shrink Level Detail

Journal Entry Tool Kit

SiteSeer

C02 - CapitalProjects

US Bank ReconFile

EDICoordinator

Optika

Cash Receipts/Credit

S05 - HouseCharges

ICMS Credit

CellularRollover

AIMSMerch Mngr Approval

Batch ForcastingAd Measurement

AIMS Admin

AIMSReportingAd

Launcher

Connect 3

Connect 3Connect 3

PSP

In-HomeRepair

Virtualization – Beyond The Hype GTC Southwest 2009 January 29, 2009Page 5

(Interfaces to and from theData Warehouse are not

displayed on this diagram)

Count CorrectionsCross Ref for VCB Dnlds

Damage Write OffDebit Receivings

DFI Vendor DatabaseDisplay Inventory ReconcilDisplay Inventory Reporting

USMVCB Downloads

F06 - FixedAssets

Star Repair

Cash Receipts/Credit

Cash Over/Short

Misc Accounting/Finance Apps - PC/NTCOBA (Corp office Budget Assistant)

PCBS(Profit Center Budget System)Merchandising Budget

ReportsPDF Transfe

WarrantyBillingSystem

Prepared by Michelle Mills

Source: IBM client engagement experience Not shown: physical and virtual resources used

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Basic Forces Will Drive Increases In IT Complexity

The numbers of systems deployed will continue to grow rapidly driven• The numbers of systems deployed will continue to grow rapidly, driven largely by:– New applications (Web-based apps, surveillance, operational asset mgmt., etc.)– Improving hardware price/performanceImproving hardware price/performance

• The diversity of IT products will increase as competing suppliers continue to introduce new applications, systems, and management software products

T d ’ i ti b t ’ l– Today’s innovations become tomorrow’s legacy

• The coupling of IT components is extensive and increasing, driven by application tiering, advances in high-performance standard networks, …

• The virtualization of resources will affect existing IT processes and can lead to virtual server sprawl

Introducing virtualization can have significant “hidden costs” and requires– Introducing virtualization can have significant hidden costs , and requires considerable skills, planning, and discipline

Virtualization – Beyond The Hype GTC Southwest 2009 January 29, 2009Page 6

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Virtualization – its current and expanding IT role

Virtualization – Beyond The Hype GTC Southwest 2009 January 29, 2009Page 7

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VirtualR

VirtualR

Virtualization Functions and Benefits

Sharing

Resources

Aggregation

Resources

Resources

Examples: LPARs, VMs, virtual disks, VLANsB fit R tili ti kl d

Resources

Examples: Virtual disks, IP routing to clonesB fit M t i lifi tiBenefits: Resource utilization, workload

manageability, flexibility, isolationBenefits: Management simplification,

investment protection, scalability

Virtual VirtualResource

Emulation

Resources

Insulation

ResourcesType Y

Resources

Examples: Arch. emulators, iSCSI, virtual tape

Add, Replace,or Change

Resources

Examples: Spare CPU subst., CUoD, SAN-VC

ResourceType X

Virtualization – Beyond The Hype GTC Southwest 2009 January 29, 2009Page 8

Benefits: Compatibility, software investmentprotection, interoperability, flexibility

Benefits: Continuous availability, flexibility,software investment protection

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Vision: Virtualization Will Transform IT

IT Without VirtualizationFuture Virtualized IT

End Users

Web Servers

App/DBServers

App Servers

IT Without Virtualization Virtual Environment• Virtual resources are easier to deploy, grow, move, …• Virtual resources, configurations, and workloads are

decoupled and insulated from physical environmentEnd Users

App ServersApp Servers

App/DB Server

VirtualStorage

VirtualNetworks

Virtual Application

Server

Virtual Application

Server

Virtual Application

Server

VirtualServers

VirtualClients

IT Resources fora Medium Business

• Rigid configurations Physical Environment

VirtualizationDecouples Virtual and Physical Environments

Rigid configurations• Fixed resources per server• Low server utilization• Wasted energy and floor space • HW changes impact SW assets

y• Physical resource changes can be made without

impact to running IT workloads• Improved HW utilization and energy efficiency

• Virtualization technologies and emerging management software will significantly

• Servers managed individuallySMP Servers

NetworkHardwareStorage Servers

and StorageBlades

Virtualization – Beyond The Hype GTC Southwest 2009 January 29, 2009Page 9

• Virtualization technologies and emerging management software will significantly improve the efficiency of IT data centers.

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Hardware Partitioning Bare Metal Hypervisor Hosted Hypervisor

Server Virtualization Approaches

Adjustable

...OS

Apps

OS

Apps ...OS

Apps

OS

Apps ...OS

Apps

OS

Apps

Adjustablepartitions

PartitionController

SMP Server

Hypervisor

SMP Server

Host OS

SMP Server

Hypervisor

Hypervisor software/firmwareruns directly on server

+Granularity may be very fine

Server is subdivided into fractionseach of which can run an OS

Hypervisor software runs ona host operating system

+Granularity may be very fine−Granularity coarse but improving+Sum of virtual resources may

far exceed physical resources+Hypervisor can exploit OS

services and device drivers

+Sum of virtual resources mayfar exceed physical resources

+Dynamic timesharing of allphysical resources

−Number of virtual machines islimited but may be sufficient

−Hardware fractions becomededicated to partitions

−Host OS is large single pointof failure and overhead factor

+Virtual machines may havededicated hardware resources

+Board-level partitioning mayprovide electrical isolation

• Will continue to be valuable• Will be pervasive on servers• Dying out as an approach

Virtualization – Beyond The Hype GTC Southwest 2009 January 29, 2009Page 10

as client-OS-based functionand integrated as firmware• May play role on client devices

y g

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Server Virtualization Hierarchy

Virtual Resources ImplementationMethods

• Most special purpose• Most lightweight

M t HW i d d t Methods

•Virtual runtimes(application containers)

• Middleware provides JVM, J2EE, or CLR application containers

• Multiple middlewareApplications

System Stack

• Most HW independent

• Multiple middleware instances act as one

• Virtual operating systems

•OS creates virtual OS environment per app.

Applications

MiddlewareVirtual operating systems(application containers) •Each container has its

own name space, files, root, …

• Virtual servers • Hypervisors

OperatingSystems

• Virtual servers(virtual machines / LPARs)

• Virtual I/O• Virtual networks• Virtual devices (CPUs

• Hypervisors• HW partitioning• Virtual I/O Servers• Self-virtualizing I/O

adapters

Hardware

• Most general purpose• Virtual devices (CPUs, memory, I/O adapters, …)

adapte s• In-memory VLANs

• There are three levels in the system stack at which virtualization is often done:(1) hardware virtualization, (2) OS virtualization, and (3) middleware virtualization

• Most heavyweight• Most HW sensitive

Virtualization – Beyond The Hype GTC Southwest 2009 January 29, 2009Page 11

( ) , ( ) , ( )• Hardware virtualization is the most general purpose, but higher levels can be more efficient, more hardware independent, and even OS independent

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Storage Virtualization ApproachesServer Based Storage Server (Array) Based

Server Server Server Server

Disk Virt Disk Virt

File Sys/ DB

File Sys/ DB

Server Server

File Sys/ DB

File Sys/ DBVirtualization is done

in servers by OS, hypervisor, or MWSupports

Storage Network Storage Network

Virtualization is done in storage serversSupports hetero-geneous serversVi t li ti lStorage

ServerStorageServer

StorageServer

StorageServer

Disk Virt Disk Virt

Supportsheterogeneousstorage servers

Virtualization poolstypically limited tosingle stg. server

Server ServerFile Sys

/ DBFile Sys

/ DB

Network Based via In-Band Switch Network Based via Intermediary ServerServer Server

File Sys/ DB

File Sys/ DB

Storage Network Disk Virt

StorageServer

StorageServer

ServerDisk Virt

StorageServer

StorageServer

Storage Network Virtualization isdone in switchesMapping tables fordirect accesses Virtualization is

done by in-banddone by in bandserver (appliance)that caches data

• Server-based, storage-server-based, and appliance methods will continue to grow in useS i t ft ill d t t th lti l i l t ti

Virtualization – Beyond The Hype GTC Southwest 2009 January 29, 2009Page 12

• Service management software will need to support the multiple implementations • The in-band switch approach will continue to die out

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Network and I/O Virtualization

• Virtualization of networks and I/O resources will increasetua at o o et o s a d /O esou ces c ease– Virtual networks and virtual I/O adapters are becoming virtual resource objects that

can be provisioned, moved while active, … like their server and storage counterparts

• Networks and I/O adapters will provide their own self-virtualization capabilities– I/O adapters are implementing NPIV, SR-IOV, … functionality, providing controlled sharing

similar to what has been done on mainframes since the 1980’s and on Power Systems since mid-2007.

– Ethernet will support dynamic VLANs and virtual Fibre Channel networks (VSANs)Sec rit and access control capabilities ill be b ilt in– Security and access control capabilities will be built-in

• Servers will continue to provide internal virtual networks which may exploit server memory and/or optimized cluster-local networks– Server virtual networks will continue to offer significant performance and cost benefitsServer virtual networks will continue to offer significant performance and cost benefits– Server virtual networks are implementing management, control and dynamic plane

functions, to enable automation and easier integration with external network managers.

• Hierarchical service management software will coordinate the virtualization f t k d I/O th h t d ti d t tof networks and I/O resources, throughout and across entire data centers– Integrated solutions will be used in more homogeneous configurations – Adoption of rip-and-replace and break-new-ground solutions will be limited by economic

realities

Virtualization – Beyond The Hype GTC Southwest 2009 January 29, 2009Page 13

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Virtualization with new management software will provide major new IT benefits− The industry is investing to make this happen and it will unfold over the next 3-5 years

Expanding IT Role Of Virtualization

The industry is investing to make this happen and it will unfold over the next 3 5 years− The resulting high value to customers will render non-virtualized IT obsolescent

Emerging Benefits:Future: Virtual IT Configurations

Virtual resources are fullyVirtual • Reduced IT management costs• Better SW investment protection• Dynamic energy optimization• Simplified HA\DR/PD solutions

I d ti i ti

Virtual resources are fully self-describing objects−Creatable / adjustable dynamically −Movable while active−Durable over HW generations

St bl / i bl i lib i

VirtualWeb

Server

VirtualWeb

Server

WebServer

AppVirtual

AppApp

Server

VirtualSystems

• Improved resource optimization• Greater IT agility • Ready-to-run packaged software• Improved security foundation

−Storable / versionable in libraries−Distributable as appliancesPools of physical systems aremanageable as single systemsbut more scalable, resilient, …

VirtualDatabase

Server

DatabaseServer

AppServerApp

ServerServer

VirtualDisksVirtual

LANs

, ,

Emerging: Multi-System Virtualization Mgmt. Software Provides virtual resource mgmt.and virtualization-based solutions spanning physical resource poolsMaturing: Physical Systems with Local Virtualization

Virtual Storage Vi t l N t kVirtual ServersVirtual ServersToday’s Benefits:• Better hardware utilization• Improved IT agility• Lower power consumptionNetworkStorage Servers

V V V V

Virtual Storage Virtual NetworksVirtual ServersVirtual Servers

Virtualization – Beyond The Hype GTC Southwest 2009 January 29, 2009Page 14

p pSMP Servers

NetworkHardware

Storage Serversand StorageBlades

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Stages of IT Infrastructure Transformation

Integration for SimplificationStrategic Imperatives

• Evolve data centers from ad-hoc to well-architected

Ensemble

New Enterprise Data Center

ServiceMgmt.

SOA

Virtualization has major benefits Objects and Pools

• Better manage the IT complexity that will continue to exist• Reduce the IT complexity that needs to be managed

Ensemble

Ensemble Virt.Res.Libraries

Virtualization has major benefitsbut introduces more complexity

j

Virtual Resource Objects(Servers, Storage, Networks)

Physical ConsolidationCloud

ComputingVirt. Appliances

• Reduced scale-out complexity

Multi-System Virtualization

ServersVV

ResourcePools

y

WindowsServer

V

Local Virtualization

• Integrated autonomic mgmt• Dynamic energy optimization• Business resilience / security

Storage

Servers

Networks

V

• Better SW investment protection

Mainframe orUnix Server

Networks

V

V V

Continuing Advances

p• Simplified HA solutions• Improved resource optimization • Ready-to-run packaged software

Linux ServerStorage

V

• Better hardware utilization

Virtualization – Beyond The Hype GTC Southwest 2009 January 29, 2009Page 15

Continuing Advances (I/O, network, resilience, performance, …)• Improved IT agility• Lower power consumption

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Applying Simplification First Principles to IT

• Virtualize as many resources as possibleAllows the elimination of dependencies between virtual and physical resources– Allows the elimination of dependencies between virtual and physical resources

• Provide compatibility across families and generations of resources– Enable virtual resources to function unchanged despite changes to underlying real

resources• Leverage greater IT infrastructure reuse and standardization– Make better use existing assets and skills to reduce overall heterogeneity– Promote and adopt open standards wherever possible Modularize the data center• Modularize the data center– Group physical resources into pools of like types

– Provide virtual resource mobility within these pools– Make groups of resources look like single resources to users and resource managers

Hide their internal design complexities and their parallelism– Hide their internal design complexities and their parallelism– Provide a “single system management image” per pool

• Apply engineering first principles to the management software itself– Don’t over-manage – “perfect is the enemy of good”– Use hierarchical, modular management software (self-managing server/ensemble tier)– Provide independent role-based management of virtual and physical IT environments– Provide consoles and tools that can be used to manage both virtual and real resources – Decouple data mgmt. from physical storage mgmt.

Virtualization – Beyond The Hype GTC Southwest 2009 January 29, 2009Page 16

Decouple data mgmt. from physical storage mgmt.– etc.

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Key Technologies for IT Simplification• Service oriented architecture technologies frame business processes as services,

facilitating deployment, composition, reuse, modular change, agility, efficiency, … 1

Business Processes as Services

g y g g y y

• Service management software spans the diversity of heterogeneous physical and virtual resources, providing unified cross-platform management in support of SOA

Services registry, service life cycle mgmt., image libraries, multi-tier composition, 2provisioning, autonomic optimization, network services, security services, …

Sea of Heterogeneous Servers, Storage, Networks and Their VirtualizationSea of Heterogeneous Servers, Storage, Networks and Their Virtualization

Ensemble

Ensemble

EE

• Ensembles, scalable pools of like systems that are manageable as single systems, and traditional scale-up servers will replace multitudes of individual servers and reduce the labor required for physical systems management3

Virtualization – Beyond The Hype GTC Southwest 2009 January 29, 2009Page 17

• Virtual Resource Objects, Virtual Appliances, Libraries, and Tooling will reduce the labor required for software stack development and management

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Ensemble Components

Server Ensemble Example

OS OS OS

Hypervisor

OS OS OS

Hypervisor

WorkloadMobility Ensemble definition:

a pool of like systemsthat is manageable as

i l

A E bl ll i t f th f ll i t

Hypervisor

Server

Hypervisor

ServerEnsembleManager

a single system

An Ensemble generally consists of the following components:A pool of compatible system nodes (e.g., N standard servers; typically homogeneous)Virtual resource mobility within an ensemble and with compatible ensemblesTh t k hi h i t t th bl d ( b l l / ti i d)The networks which interconnect the ensemble nodes (may be local / optimized) Resource virtualizers (hypervisors, I/O virtualizers, storage virtualizers, …)An ensemble manager appliance that provides platform management for the ensemble virtual and physical resourcesp yTools for planning, ensemble creation, P2V migration, image mgmt. & composition, …Ensemble-local automated optimization software of performance, availability, energy usage, security, … with intelligent defaultsM lti t i (l ki hi i ) b i t t d ith

Virtualization – Beyond The Hype GTC Southwest 2009 January 29, 2009Page 18

Multi-system services (locking, caching, message queuing, …) may be integrated with some ensembles

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Groups of Servers vs. a Server EnsembleIndividual Servers Server Ensemble

Workload

OS OS OS

Hypervisor

Server

OS OS OS

Hypervisor

Server

MobilityOS OS OS

Hypervisor

Server

OS OS OS

Hypervisor

ServerEnsembleM

# of Thingsto Manage N virtual servers; M physical servers N virtual servers; one physical ensemble

Server ServerServer Server Manager

Create, Test, and Maintain Do it yourself; few assemblies are alike Standard “off the shelf” assemblies

Management Automation Add-on software, custom scripts, … Built-in optimizations; intelligent defaultsAutomation , p , p ; g

Management Interfaces Many individual knobs and variables Menus of selectable standard behaviors

# of# ofConsoles Separate consoles for physical & virtual Single console; in-context functionality

Data Center Mgmt. Arch. Monolithic; spans d. c. heterogeneity Hierarchical; pool-level modularity

Virtualization – Beyond The Hype GTC Southwest 2009 January 29, 2009Page 19

Ensembles will significantly reduce IT resource management complexity and cost,and improve IT functionality, in consumable data center increments

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End-to-End Customer Usage Scenario

Solution InstanceAssemble Solution

DB

Businesslogic

Presentationlogic

Solution Instance

Create &Configure

Monitor& Manage

Metering &

Assemble Solution

app

Deploy and Manage

Metering &Services (e.g. DR)

VirtualAppliances

DBstore

NetworkRouters

Unix Servers

x86 Servers

NetworkRouters

p y g

Datacenter

Solution

Z Servers

P-series

Sun Sparc

Check out& Customize

p

Ensembles

VirtualResources

ImageLib

Virtualization – Beyond The Hype GTC Southwest 2009 January 29, 2009Page 20

Storage Serversand Storage

Library

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Business Resilience – advances through virtualization

Virtualization – Beyond The Hype GTC Southwest 2009 January 29, 2009Page 21

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Business Resilience

Resilience: the ability to be ready to take advantage of good changesResilience: the ability to be ready – to take advantage of good changesand bounce back from bad changes

Business resilienceIT Processesand Services

Application resilience Application andApplication resilience ppMiddleware SW

Infrastructure resilience Servers, Storage, and Network HW/SW/FW

Virtualization – Beyond The Hype GTC Southwest 2009 January 29, 2009Page 22

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“Virtual Resources” Approach To Server Resilience

Availability LPAR (VM) WPARTraditional HA software AvailabilityEvent

LPAR (VM)Action Taken

WPAR Action Taken

HW/FW upgradeor maintenance

LPAR active evacuation

WPAR active evacuation

Traditional HA software• Gets added to software stacks• Can integrate with OS / MW / app• User provides scripts that specify

ti t b t k tPredicted

hardware failureLPAR active evacuation

WPAR active evacuation

actions to be taken per event+ Can provide high HA functionality− Costly to deploy and manage− Brittle to change

Unpredicted hardware Failure

LPARremote reboot

WPARremote restart

LPAR LPAR orderly WPAR active t l l

“Virtual Resources” approach • HA is provided outside SW stack • Automatic HA event handling LPAR

OS upgradeLPAR orderly

shutdown evac. to local or remote LPAR

PredictedLPAR failure

LPAR orderly shutdown

WPAR active evac. to local or

remote LPAR

uto at c e e t a d g• User selects behavior from menu+ Easy to deploy and manage+ Consistent for diverse SW stacks − Less HA functionality remote LPAR

Unpredicted LPAR failure

LPARlocal reboot

WPAR restarton local or

remote LPARBoth approaches are needed

Less HA functionality (e.g., can’t recover applications)

Virtualization – Beyond The Hype GTC Southwest 2009 January 29, 2009Page 23

Actions depend on whether LPARs and/or WPARs are used

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Use of LPAR Mobility for Server Downtime Avoidance

Event notification:Event notification:server will power down for• Hardware maintenance• Firmware upgrade

P di t d HW f il (PFA)

Server restored• Testing run if needed

• Predicted HW failure (PFA)• Energy conservation

• All LPARs moved back • Server set to “online”

Running Server Repair or Update

Work continues to runon moved-to server(s)

Running Server Running Server

Running Serveron moved-to server(s)

Server taken offline• Snapshot running images if

needed for possible backout• Select migration destinations

No downtimeNo manual intervention

Select migration destinationsfor all LPARs

• All LPARs moved while activeto other servers

• Server set to “standby”

Virtualization – Beyond The Hype GTC Southwest 2009 January 29, 2009Page 24

y

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Tri-Active Disaster Transparency – IBM GTS Vision

“Three is the Magic Number for Five Nines”

Site 1 • Active-Standby pairs are distributed across three sitesusing virtualization250%

TraditionalDR

T t / D

Tri-Active DT Attributes

g

• Continuous application delivery is decoupled from physical infrastructure

• Disaster Transparency replaces Disaster Recovery200%

225%Test / Dev

25-50%

Site 2 • Production Capacity: 150% of required level

• Failure Impact: 33% (down to 100% of required capacity)

• Test / Dev needs are met using Standby capacity – and 150%

175%Standby

100% ActiveSit 3

Tri-ActiveDT

Site 3

preempted quickly when production needs that capacity

• Recovery Time: Seconds

• Maintenance windows are measured in minutes or seconds not hours

100%

125%

Active Site 2

Site 350%

seconds, not hours

• Service Restoration is a concept nobody remembers50%

75%Active100% Active

Site 1

Site 250%

Virtualization will enable dynamic sharing

Virtualization – Beyond The Hype GTC Southwest 2009 January 29, 2009Page 25

25%S te50%

Virtualization will enable dynamic sharingand repurposing across data centers

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Security – securing the virtual data center

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Security and Virtualization

• The growing use of virtualization introduces new IT security risks and challenges– Sharing of physical resources creates new exposures for unauthorized interactions – Virtualization software itself may be compromised

• A solid foundation of virtualization technology is critical to achieving IT securityA solid foundation of virtualization technology is critical to achieving IT security– Virtualization technologies need to be hardware-integrated and protected– Security services need to be provided as virtual appliances

S i f h i li i h l i i i d d• Security management of the virtualization technologies is required to reduce the risk of security exposures and to enable security policy enforcement– Isolation Management will enforce restrictions on administration and resource sharing– Integrity Management will maintain a resource inventory and act as an early warning g y g y y g

system for anomalies (detect and report)

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Security Role of Hypervisors

OS P titiSecurity services – virtual appliances

• Certificate management

OS

Apps

OS

AppsSecurity Service

Partitions(firmware modules)

OS Partitions

S SWS SW

• Certificate management• Intrusion defense, detection, and response• Denial of service prevention• Usage and license metering• Auditing and monitoring (SOX, HIPPA)

SS SS

Ser er S it HW

Hypervisor Security Supt

Sec. SWSec. SW SS1 SSN

Secure firmware hypervisor• Guaranteed partition isolation• Mandatory access control

Server Security HW Trusted computing enablement hardware• Authenticated boot and configuration• Trusted Platform Module – unique ID,

tamper proof, protected NV memory

• General purpose operating systems are a weak foundation for secure computing– Large and complex with many latent bugs

Constantly changing security certifications are quickly made irrelevant– Constantly changing – security certifications are quickly made irrelevant – TCP/IP stacks make them vulnerable to attack by viruses, worms, and hackers

• Hypervisors will be used to establish a solid foundation for secure computing– Small enough to be fully inspected and certified

Virtualization – Beyond The Hype GTC Southwest 2009 January 29, 2009Page 28

– Limited functionality – may rarely need to be changed – suitable as a BIOS extension.

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Security Is Limited By The Weakest Link

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Virtualization-Based Security & Security Management

Trusted Virtual Data Center (TVDc)Centralized IT Security Management

tual

ur

ces

Human Resources TVD(Trusted Virtual Domain)

Financing TVD(Trusted Virtual Domain)

Centralized IT Security Management • TVD: Grouping of VMs, network and storage

resources that support common objective (customers, workloads, etc.)

• Abstracts the physical infrastructure

Virt

Res

oal

ce

s

• Policy-driven: consistent security configuration and management)

• Differentiated views: data center admin. vs. TVD adminMultiple Tenants

Phys

icR

esou

rc

Systems View TVDc ViewPhysical Data Center

Distributed Enforcement• Very strong, coarse-grain security guarantees –

cannot be bypassed by VMs TVDc

Hypervisor

cannot be bypassed by VMs• Single data center security policy across different

platforms and hypervisors• Containment (malware, insider attacks) & Trust

TVDc

Hypervisor

Hypervisor

TVD admin

Virtualization – Beyond The Hype GTC Southwest 2009 January 29, 2009Page 30

HypervisorTVD admin

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Cloud Computing – the next phase of Internet-based sharing

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What Is Cloud Computing? A Simple View

Cloud Computing is an emerging style of computing in which applications, data,l tf d id d i t th W bplatforms, and resources are provided as services to users over the Web. ⇨ The services provided may be available globally, always on, low in cost

(economies of scale), “on demand”, massively scalable, “pay as you grow”, …⇨ Consumers of the services need only care about what the service doesConsumers of the services need only care about what the service does

for them, not how it is implemented

Service ConsumersDatacenterInfrastructureInfrastructure

Monitor & ManageResources

AccessServices

Component

CloudAdministrator

Component Vendors /pLibrary Software Publishers

Publish & UpdateComponents

IT Cloud

Examples:S l f

Virtualization – Beyond The Hype GTC Southwest 2009 January 29, 2009Page 32

ComponentsSalesforce.comAmazon Elastic Compute Cloud EC2

IBM Research Compute Cloud RC2

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Evolution of Sharing on the Internet

Cloud ComputingServices Sharing

Grid

p gEverything as a service over the Web:SaaS, utility computing, IT services, …Ubiquitous, always available, scalable, …

g

The

G

remote resources and collaborationMainly used for highly scalable HPC jobs

Grid ComputingStandards and software for sharing of

Resource Sharing

The World Wide WebHTML page format, HTTP protocol, andMosaic browser for document exchangeI iti ll i i iti ld id d ti

Information Sharing

Inter-Networking and the InternetInter-Networking of regional networks with TCP/IPB t l i l lt ti

Initially in universities; worldwide adoption

Network Sharing

NetworksMultiple regional networks linking computers

Began to replace regional alternativesWorldwide adoption

Networking

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Multiple regional networks linking computers Initially at universities and national labs

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Diversity of Cloud Services

Web Application ServicesCollaboration Services

Compute Services

Database ServicesDatacenterInfrastructure

Storage Services

J b S h d li

CloudAdministrator Cloud

Storage backup, archive… service

Job SchedulingServices

Service Catalog,

Virtual Client Services

Content Classification

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Examples of Cloud Services

1 Software as a Service (SaaS)1. Software as a Service (SaaS)Applications are delivered through the browser to multitudes of customers. Customers avoid upfront investment in servers and software licensing. Providers spread application hosting costs over large customer base.

2. Managed IT Services as a ServiceServices such as a virus scanning service for e-mail or an application monitoring service are provided as managed services to IT groups rather than to end-users

3 Web Services as a Service3. Web Services as a ServiceWeb service providers offer APIs that enable developers to exploit functionality over the Internet, rather than delivering full-blown applications.

4. Development Environments as a ServiceVendors provide development environments as a service. Clients build applications that run on the provider's infrastructure and are delivered to end users via the Web from the provider's servers.

5 IT Infrastructure as a Service (Utility Computing)5. IT Infrastructure as a Service (Utility Computing)Data center infrastructure elements (storage, virtual servers, and even virtualized data center partitions) are provided on demand over the Web.Initial adoption is mainly for supplemental, non-mission-critical needs, but broader use may follow

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use may follow.

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Types of Clouds and Cloud Services

Public Clouds(provider - Internet) Private Clouds

(data center - Intranet)Hybrid Clouds(public and private)( )

‘Services’ as a service

Applications, processes and information as a serviceApplications, processes and information as a service

Software platforms as a service(optimized middleware – application servers,

database ser ers portal ser ers etc )

Infrastructure as a service(virtualized servers, storage, networking)

database servers, portal servers, etc.)

Virtualization – Beyond The Hype GTC Southwest 2009 January 29, 2009Page 36

( g g)

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Notable Cloud Computing Players

• AmazonWeb-based retail sales businessElastic Compute Cloud (EC2): virtual servers as a service (Xen/SLES based)Simple Storage Service (S3): online storage as a service

• Google• GoogleLeading “search” application (using proprietary MapReduce; Linux based)Innovative advertising-based business modelNew suite of free word-processing and spreadsheet software via browser

• IBMWorldwide cloud deployments (e.g., using Hadoop open source version of MapReduce)Research Compute Cloud (RC2): Self-service, Web-based cloud for IBM ResearchNC State University Virtual Compute Lab: Xen/Linux cloud for teaching and researchy p g

• Microsoft AzureWindows Live software suite (includes electronic mail, photo-sharing, …)Direction: suite of services and applications for personal and community use across the PC, the Web, and the phone; including data management

• VMware vCloudNew initiative to deliver cloud computing by federating compute capacity on demand between virtual datacenters and cloud service providers

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between virtual datacenters and cloud service providers

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Summary

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Summary

• Consolidations provide compelling cost savings today by improving hardware utilization, energy efficiency, and ease of software stack deployment

• Introducing virtualization where it has not be used beforeincreases complexity and cost, offsetting virtualization benefits

Integration of standard hard are irt ali ation technologies• Integration of standard hardware, virtualization technologies, management software, platform software … will be used to hide many virtualization complexities

• Emerging service management software will use virtualization to achieve a breakthrough in IT simplification and effectiveness

• Cloud computing will be employed widely leveraging virtualizationCloud computing will be employed widely, leveraging virtualizationto implement a diversity of valuable public and private services

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Closing Thoughts

• Virtualization will be vital, but it is only one of the required technologies

• IBM will provide a full range of the advanced systems, software, and services required for dynamic infrastructures and cloud computing

• Critical customer requirements:Improve Service (Quality, Speed, Agility)Reduce CostManage Risk

• Required enabling technologies:Service ManagementService ManagementAsset ManagementVirtualizationEnergy EfficiencyBusiness ResiliencySecurityInformation Infrastructure

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The endThe end.

Thank you!

Any questions or thoughts?

Virtualization – Beyond The Hype GTC Southwest 2009 January 29, 2009Page 41

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8 IBM Corporation 1994-2009. All rights reserved.References in this document to IBM products or services do not imply that IBM intends to make them available in every country.

Trademarks and Disclaimers

References in this document to IBM products or services do not imply that IBM intends to make them available in every country.

Trademarks of International Business Machines Corporation in the United States, other countries, or both can be found on the World Wide Web at http://www.ibm.com/legal/copytrade.shtml.

Intel, Intel logo, Intel Inside, Intel Inside logo, Intel Centrino, Intel Centrino logo, Celeron, Intel Xeon, Intel SpeedStep, Itanium, and Pentium are trademarks or registeredtrademarks of Intel Corporation or its subsidiaries in the United States and other countries.

Linux is a registered trademark of Linus Torvalds in the United States, other countries, or both.Mi ft Wi d Wi d NT d th Wi d l t d k f Mi ft C ti i th U it d St t th t i b thMicrosoft, Windows, Windows NT, and the Windows logo are trademarks of Microsoft Corporation in the United States, other countries, or both.IT Infrastructure Library is a registered trademark of the Central Computer and Telecommunications Agency which is now part of the Office of Government Commerce.ITIL is a registered trademark, and a registered community trademark of the Office of Government Commerce, and is registered in the U.S. Patent and Trademark Office.UNIX is a registered trademark of The Open Group in the United States and other countries.Java and all Java-based trademarks are trademarks of Sun Microsystems, Inc. in the United States, other countries, or both.Other company, product, or service names may be trademarks or service marks of others.

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Any customer examples described are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual environmental costs and performance characteristics may vary by customer.

Information concerning non-IBM products was obtained from a supplier of these products, published announcement material, or other publicly available sources and does not constitute an endorsement of such products by IBM. Sources for non-IBM list prices and performance numbers are taken from publicly available information, including vendor announcements and vendor worldwide homepages. IBM has not tested these products and cannot confirm the accuracy of performance, capability, or any other claims related to non-IBM products. Questions on the capability of non-IBM products should be addressed to the supplier of those products.

All statements regarding IBM future direction and intent are subject to change or withdrawal without notice, and represent goals and objectives only.

Some information addresses anticipated future capabilities. Such information is not intended as a definitive statement of a commitment to specific levels of performance, function or delivery schedules with respect to any future products. Such commitments are only made in IBM product announcements. The information is presented here to communicate IBM's current investment and development activities as a good faith effort to help with our customers' future planning.

Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will experience will vary depending upon considerations such as the amount of multiprogramming in the user's job stream, the I/O configuration, the storage configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve throughput or performance improvements equivalent to the ratios stated here.

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