Virtualisation; Management & Automation DNS Event; EMEA VMware Briefing Center; 2 nd Sept 2008 Warren Olivier / Jon Kane

Virtualisation; Management & Automation

DNS Event; EMEA VMware Briefing Center; 2nd Sept 2008

Warren Olivier / Jon Kane

Agenda

• Welcome / Introduction

• Automating the Data Centre

• Disaster Recovery / SRM

• VDI / VDM

• Questions / Lunch

Why are you here?

• What is your experience of VMware?

• Do you have experience of Management & Automation / Disaster Recovery?

• Do you have any Virtualisation questions / issues you need answering / addressing?

• What would you like to leave with today?

VMware: Who We Are

World’s leading providerof virtualization solutions

100,000+ customers worldwide All sizes and industries;

100% of Fortune 100 / 94% of Fortune 1000

Vision: Transform Computing Through Virtualization

Products: reliable, award-winning, most-deployed

Analysts: up to 5-year technology lead

VMware at a Glance

Founded

Total Employees

Number of Users

Key Partnerships

# Channel Partners

Customer Profile

Operating Structure

1998

> 7,000

Listed on NYSE

4+ Million

6,000+

AMD, HP, Dell, IBM, Intel

50,000 Enterprise Customers

940 of the Fortune 1000

Virtualization: Industry-Standard…

Hypervisor

Virtual Infrastructure

Management & Automation

Standardization

Infrastructure Management

High Availability

3rd generation2006 - 2008

Hypervisor


Mainstreaming

Server Consolidation

2nd generation2003 - 2005

Hypervisor

Test & Development

Early Adoption

1st generation1998 - 2002

VMware Leads the Way to the Automated Datacenter

Explore1st generation1998 – 2002

Expand2nd generation

2003 - 2005

Standardize3rd generation

2006- 2008

Automation = Business Agility

CapEx Savings

OpEx Savings• Production

Consolidation • Business Continuity • Workload Balancing

• Automate IT processes• Create resource pools• Capacity on-demand

• Partitioning• Small Scale

Consolidation

Hypervisor



Hypervisor


Hypervisor

Str

ateg

ic B

usin

ess

Val

ue

Server Virtualization: Customer Evolution


Solutions

Entry level Virtualization (Partitioning)

Education Test & Dev Production Use Enterprise Standard

Once exposed to virtualization, VMware customers move quickly from basic partitioning to enterprise class Virtual Infrastructure

• 20,000+ server customers

• 75%+ buy Virtual Infrastructure

• 90% run in production

• 25% standardized on VMware

• 63% implemented DR solutions

• 50% implemented availability and optimization with VMotion

Source: King Brown Survey

Virtualization Platform

Œ

VirtualInfrastructure

Automation

Resource Mgt Availability Mobility

Desktop Management

IT Service Delivery

Business Continuity

Security

The Virtual Infrastructure Stack Today

Automating the Virtual Datacenter

1111

Agenda

Today’s News- The year of Automation

The New Datacenter Automation Topology

VMware IT Service Delivery Solutions

VMware Business Continuity Solutions

The new VMware Management & Automation bundles

SRM Deep Dive

SRM Demo

1212

Virtualization Platform

Œ

VirtualInfrastructure

Automation

Resource Mgt Availability Mobility

Desktop Management

IT Service Delivery

Business Continuity

Security

The Virtual Infrastructure Stack Today

1313

2008: The Year of Automation

Automation = Business Agility

• Automate IT processes

• Create resource pools

• Capacity on-demand



Hypervisor

Lifecycle ManagerLab ManagerStage Manager

IT Service Delivery

BusinessContinuity Site Recovery Manager

1414

The New Datacenter Automation Topology

Dev and QA Staging Production

Infrastructure Admins

Infrastructure AdminsApp

Admins

App Admins

Stage Manager

Developers QA engineers


Lab Manager

Lifecycle Manager

Site Recovery ManagerSite Recovery Manager

Site Recovery Manager

(Failover site)(Failover site)

(Failover site)(Failover site)

Resource Pool Resource Pool Resource Pool Resource Pool

VMware Virtual Infrastructure

New!

New!

New!

1515

Issue - IT Service Delivery automation

CreateCreate

DeployDeploy

UpdateUpdate

TrackTrack

Decommission

Policy &Governance

Policy &Governance

RequestRequest

Lifecycle manager is the solution to customers newly surfaced questions…

Lifecycle manager is the solution to customers newly surfaced questions…

1616

Introducing VMware Lifecycle Manager

Providing many solutions from one product…

1717

Consistent Process for Requesting and Approving VMs

UserUser

No longer need to rely on e-mail, phone, spreadsheets etc…

ApproverApprover

1818

BEFORE Lifecycle Manager AFTER Lifecycle Manager

“System of Record” for Virtual Infrastructure

1919

Can Apply Document-Management to VMs

Publish or Retract

Audit Usage

Retain

Dispose

Document Lifecycle Management

Request for VM

ProvisioningDelete VM

Archive VM

Virtual Machine Lifecycle Management

Monitor & Adjust

Resources

Power-On or Suspend VM

Route VM for Approval

Deploy VM from

Template

Create Approve

Request Document

2020

Lifecycle Manager Summary

Feature Benefit

Establishes a catalog and associated deployment policies

Ensures compliance with corporate IT policies and standards

Provides a consistent process for requesting and approving VMs

Prevents VM sprawl

Serves as the “system of record” for all VM requests and deployments

Enables systematic tracking and auditing

2121

Lifecycle Manager is Deployed Across the Datacenter




• Overwhelming provisioning burden• No visibility and control of resources and processesTracking and control VM lifecycle with consistent approval mechanisms

Lifecycle Manager



2222

Introducing Lab Manager

Provides a shared library of “transient VMs”

A solution built on VI for VMs used in dev/test, support, training, patch test, demos, evaluations, and outsourcing

Training/Demos

IT Ops

Dev/Test

Support

Shared Virtual Machine LibraryStores and shares “multi-machine” configurations Network Fencing to simultaneously run copies

Web-Based PortalWeb interface easy to use even for a non-IT professionalLiveLink copies of running machines with a URL

Time and Resource SavingsLightweight instantaneous VM copies using Linked ClonesCan be used for end-user self-service to free IT staff

Safe and ScalableQuotas and Leases to control usage of resourcesScalable across pool of ESX resources

2323

VMware Lab Manager

Self-Service ProvisioningMulti-Tier Complete Application Environment (multi-VM)Easy for Non-IT Users – Point-and-Click Library Entry

IT in Control of Policy and Quotas

The perfect solution, with 4 key characteristics…The perfect solution, with 4 key characteristics…

2424

Lab Users and IT Bogged Down In Provisioning Requests

Dev

Dev

IT

3 days3

days

1 min1

min

BEFORE Lab Manager

AFTER Lab Manager

2525

Lab Manager 3 New

Work with VirtualCenter and take advantage of its capabilities

Make Lab Manager easily usable by organizations with distinctly different sets of users

Provide configurable security options

Expand the use cases addressable by Lab Manager configurations

Add various platform improvements

VM VM

2626

VC Integration

VIM API

.NET Remoting

Lab Manager Server

and Media Server(s)

VirtualCenter Server

ESX Servers

Shared Storage

FC, iSCSI, or NFS

Lab Manager Client

or SOAP API

HTML over HTTPS

VM Consoles:TCP 902, 903

VMware Infrastructure

Lab Manager now does its actions through VC

Manages resource pools that can have DRS, HA, and VMotion enabled

Lab Manager VMs are organized appropriately in VirtualCenter

Agent is auto-installed by LM and VC

Lab Manager can import VC VMs directly

VMs and Media

2727

LM and VC integration in action

When the user uses Lab Manager, its VMs are organized appropriately in VC and you can see Lab Manager’s actions in the task list.

2828

Linked Clones or Full Clones

Lab Manager now allows creation of VMs using either linked clones or full clones allowing appropriate choice for differing use cases (time/resource savings vs. better sustained write and compatibility with things like VCB)

VMDK Files

Base Disks

Linked Clone Full Clone

Lab Manager

2929

Diagrams

3030

Lab Manager Features and Benefits

Feature User Benefit VI Admin Benefit

Self-service portal for on-demand provisioning

Eliminates delays, accelerates project completion; easy to use

Eliminates time-consuming manual tasks; frees up time for value-add work

Image library for managing multi-VM configurations

Pristine copies of target environments every time

Reduces server sprawl and VM sprawl in labs

LiveLink for capturing and sharing environments

Improves software quality; facilitates troubleshooting; accelerates time to market

Lowers storage consumption; minimizes fire-drills

3131

Lab Manager is Deployed in the Lab




• Long lead times• Dirty systems




Lab Manager

Rapid provisioning

of multi-tier transient lab

environments

Tracking and control VM lifecycle with consistent approval mechanisms

Lifecycle Manager



3232

Infrastructure Management Challenges (Application Deployment)

Pre-production server sprawl

Provisioning is tedious and time consuming, done one system at a time

Shadow systems are often left on – even when they’re not being used

Underutilized resources are wasting space, power, cooling

Shadow instances “drift” from production configurations

Changes made to production aren’t synched with shadow instances

Shadow instances aren’t “true” copies of production systems (or each other); introduces risk

Ensuring the same changes are applied to each shadow instance is error prone and a primary source of production downtime

No way to systematically and accurately move complex system changes through “Stages” before bringing into production

3333

Introducing Stage Manager Pushbutton Movement Across the Lifecycle

Testing Staging UAT ProductionIntegration

promote

clone

archive

VMwareStage Manager

ServiceLifecycleStage

ServiceOperations

Services &Applications

Effortless transition of service configurations between stages

3434

VMware Stage Manager Benefits

Service Availability

Change Control

Resource Efficiency

Regulatory Compliance

Visibility and ClarityProcess Times

Operating Expenses

Risk of Failure

Wasted Resources

3535

Each stage associated with a resource pool

Virtualized Staging and Production Servers

VMware Infrastructure 3VMware

VirtualCenter+ DRS, HA, VMotion

VMwareStage Manager

Shared Storage

ProductionIntegration StagingTesting

3636

Testing Staging UATIntegration

promote

Production

create

Scenario: IT Service DeliveryBefore Stage Manager

Bringing services and business applications into production is a long and complex process

Repeated installation, testing and configuration tasks lead to many opportunities for error

With Stage Manager

Release process is streamlined and automated

Install once and promote service configurations through the stages of the release process and the associated resource pools

3737


promote

Production

clone

Scenario: Patch TestingBefore Stage Manager

Applying patches to production is a risky, time-consuming process

Requires “shadow copies” of production system which can easily drift and be out-of-synch

With Stage Manager

Create an exact clone of IT service in production

Transition clone to earlier stage of the CCR process for testing

Move patched clone into production, or apply patch directly

3838

Supporting Technology: Linked Clones

Linked Clones & Full DisksUse linked clones to save storage space in earlier stages

Get better performance with full clones in later stages

Consolidate a configuration to move between datastores: use less expensive storage earlier in the lifecycle

Testing Staging UATIntegration Production

3939

Supporting Technology: Network Fencing


clone

Production

Deploy exact copies of service configurations without causing network interference.

Isolation between fences (allow or block traffic in/out)

Zero modification of network settings in VMs needed

Internal and External Resources remain accessible

4040

Stage Manager Features and Benefits

Feature Benefit

Push-button promotion, cloning, archiving through intuitive user interface

Accelerate the completion of requests for changes to production systems

Maintains configuration consistency throughout IT service lifecycle – even cloning directly from production

Ensure all environments are exact replicas, mitigating risk of errors and potential downtime

4141

Stage Manager Deploys Across Staging and Production




• No visibility into app status• Inability to coordinate changes• Drifting systems

• No visibility into app status• Inability to coordinate changes• Drifting systems

App Admins

App Admins

Transition an IT service through integration and staging into production

Stage Manager• Long lead times• Dirty systems




Lab Manager

Rapid provisioning

of multi-tier transient lab

environments

Tracking and control VM lifecycle with consistent approval mechanisms

Lifecycle Manager



4242

Management and Automation Pricing and Packaging

Site Recovery Manager$3500

A la Carte Offerings(per 2cpu)

IT Service Delivery Pack(per 2cpu)

M&A Promo Bundle(per 2cpu)

IncludesLifecycle Manager plus customer’s choice of

Lab Manager or Stage Manager

Lifecycle Manager$1790

Stage Manager$2590

Lab Manager$2590

Time limitedIncludes SRM +

IT Service Delivery Pack

$3,294Per 2proc

Lifecycle Manager

Stage Manager

Lab Manager


+

OR

Lifecycle Manager

Stage Manager

Lab Manager

+

OR

$11,517Per 2proc

$4,349Per 2proc

4343


SRM Deep Dive

4444

What is a disaster

Declaration of a disaster usually requires consensus from the C*O level

Complete loss of a data center for an extended period of time

What is not a disaster?

Failure of an individual host

A temporary service interruption

Disasters?

4545

The Current State of (Physical) DR

DR services tiered according to business needs

Physical DR is challenging

Maintain identical hardware at both locations

Apply upgrades and patches in parallel

Little automation

Error-prone and difficult to test

Tier RPO RTO Cost

I Immediate Immediate

II 24+ hrs. 48+ hrs.

III 7+ days 5+ days

4646

Advantages of Virtual Disaster Recovery

VMware is a true enabler for Disaster Recovery

Virtual machines are portable

Virtual hardware can be automatically configured

Test and failover can be automated (minimizes human error)

The need for idle hardware is reduced

Costs are lowered, and the quality of service is raised

4747

Simplifies and automates disaster recovery workflows:

Setup, testing, failover

Turns manual recovery runbooks into automated recovery plans

Provides central management of recovery plans from VirtualCenter

Introducing VMware Site Recovery Manager

Works with VMware Infrastructure to make disaster recovery rapid, reliable, manageable, affordable

Site Recovery Manager leverages VMware Infrastructure to deliver advanced disaster recovery management and automation

4848

Site Recovery Manager 1.0 Prerequisites

ESX 3.0.2 Update 1, ESX 3.5 Update 1

VirtualCenter (VC) server version 2.5 Update 1 installed at the protected site and at the recovery site

SRM server installed at the protected and at the recovery site

SRM plug-in installed on the VI Clients that will access the protected and recovery site

Network configuration that allows TCP connectivity between VC servers and SRM servers

An Oracle or SQL Server database that uses ODBC for connectivity in the protected site and in the recovery site

A SRM license file installed on the VC license server at the protected site and at the recovery site

Pre-configured array-based replication between the protected site and the recovery site

SRM Compatibility Matrixes: http://www.vmware.com/pdf/srm_10_compat_matrix.pdf

4949

SRM Server Side Components *Site 1

VC Server 1

SRM Server 1

StorageReplicationAdapter

SRM 1 DB

VCMS 1 DB

Block Replication SW

Site 2

VC Server 2

SRM Server 2

StorageReplicationAdapter

SRM 2 DB

VCMS 2 DB

Block Replication SW

Array 1 Array 2

* Note: Conceptual drawing only. SRM Server may run on another system other than VCMS

5050

Installation Workflow

At the protected site the following activities are completed:

Installation of the SRM server

Installation of the SRM Plugin into the VI Client

Installation of the Storage Replication Adapter (SRA)

At the recovery site the following activities are completed:

Installation of the SRM server

Installation of the SRM Plugin into the VI Client *

Installation of the Storage Replication Adapter (SRA)

It is important to complete the SRM workflows in the order detailed in this presentation

* Note: Optional step, only required if a different instance of the VI Client is used to access the recovery site

5151

SRM Concept Relationship “Cheat Sheet”

Site Concept Relationship

Protected LUN Indivisible unit of storage that can be replicated

Protected Datastore Contains one or more LUNs (i.e. VMFS)

Protected Datastore Groups

Auto-generated collection of one or more datastores. Indivisible unit of storage failover.

Protected Protection Group

Collection of all VMs stored in a datastore group

Recovery Recovery Plan Contains one or more protection groups

5252

SRM Concepts And Their Relationships

Protection Group 3

Protection Group 2

Protection Group 1

Datastore Group 3

Datastore Group 2

Datastore Group 1

LUN 1

LUN 2

LUN 3

LUN 4

LUN 5

VM

FS

1

VM

FS

2

VM

FS

4

VM

FS

3

Recovery Plan 1 (Whole Site)

Protection Groups:

Recovery Plan 2(Subset)

Protection Groups:

Protected Site Recovery Site

Protection Group 1

Protection Group 2

Protection Group 3

Protection Group 1

5353

Protected Site

Recovery Site

VirtualCenter Site Recovery Manager

VirtualCenter Site Recovery Manager

VMware SRM Licensing

Site 2Site 1

SRM licensed per CPU socket on the ESX server that hosts the

protected virtual machines in the Protected Site

SRM Protected VMs

VMs not protected by SRM

5454

Setup WorkflowActive/Passive

Part 1- Protected site

5555

User Interface

Local and Paired Site

Protection Setup

RecoverySetup

SRM UI Access

5656

At the protection site the following setup activities are completed:

The user pairs the SRM servers at the protected and recovery sites

Security certificates are established between the SRM servers and the VC servers

Setup Workflow – Protection Site

5757

Array Managers ConfigurationSelect the correct Manager Type from the Manager type drop down box

Storage Partner ParticipationVMware provides the SRA specification

Storage Partners create the SRA

Storage Partners test the SRA

VMware review the SRA test results

SRA support with SRM granted if all test are passed

Storage Partners

Setup Workflow – Protection Site - continued

5858

SRM identifies available arrays in the Protection and Recovery Side and the replicated datastores and determines the datastore groups

Protection Side Array Discovery

Recovery Side Array Discovery

Replicated Datastoresand

Datastore Groups

Setup Workflow – Protection Site (continued)

5959

Using the Inventory Preferences Mapper, the user maps resources in the protected site to their counterparts in the recovery site.


6060

A protection group is a group of VMs that will be failed over together to the recovery siteWorking through the Protection Group wizard you will need to select a temporary location for placeholder VM configuration files for the protected VMs at the recovery site.


6161

Setup WorkflowActive/Passive

Part 2- Recovery site

6262

At the recovery site the following setup activity is completed:

The user creates a recovery plan which is associated to a single or multiple protection groups

Setup Workflow – Recovery Site

6363

Recovery PlanVM Shutdown

High PriorityVM Recovery

Prepare Storage

High PriorityVM Shutdown

Normal PriorityVM Recovery

6464

Testing a Recovery Plan SRM enables you to ‘Test’ a recovery plan by simulating a failover

with zero downtime to the protected VMs in the protected site

Site A - Protected Site

Source LUN(shared-san-2)

Site B - Recovery Site

Clone LUN(shared-san-2)

Read WriteEnabled

Data Replication continues between the Source LUN and Target LUNThe data synchronization between the Target LUN and the Clone LUN is suspended

Target LUN(shared-san-2)

Note: Datastore ‘shared-san-1’ will be in the same configuration state as ‘shared-san-2’

Protected VMs(app_vm7 to app_vm12)

Protected VMs powered on in Site B during the SRM

Test failover

Protected VMs(app_vm7 to app_vm12)

Protected VMs that will be recovered to Site B

Storage configuration during a SRM Test failover from Site A to Site B for datastore ‘shared-san-2’

Write Disabled(read only)

Read WriteEnabled

6565

Status

Success

Errors

Waiting for Input

Recovery Only

Test Only

Success

Testing a Recovery Plan - continued

6666

Recovery Plan Reports

Accessible compliance

Exportable recovery plan

Exportable recovery results

Maintained history

6767

6868

Executing an Actual FailoverWARNING - Executing an actual failover with SRM will permanently alter virtual

machines and infrastructure of both the protected and recovery sites

Site A - Protected Site

Source LUN(shared-san-2)

Protected VMs(app_vm7 to app_vm12)All powered off by SRM

At start of SRM Recovery

Site B - Recovery Site

Target LUN(shared-san-2)

Write Disabled(read only)

Read Write Enabled

Protected VMs(app_vm7 to app_vm12)All powered on by SRM

during the SRM Recovery

Note: A Clone LUN is not used during an actual failover in SRM.

Storage configuration after running a Recovery in SRM (Actual Failover)from Site A to Site B

Data Replication is suspended

6969

WARNING - Executing an actual failover with SRM will permanently alter virtual machines and infrastructure of both the protected and recovery sites

WARNING - Failback to the protected site is a not an automated process in SRM 1.0

Executing an Actual Failover - continued

7070

SRM will support the following alarm notification actions:

Send e-mail to specified address

Send SNMP trap to VC trap receivers

Execute specified command on VC host

We recommend you complete setup of alarm notifications for:

Remote Site Down

Remote Site Ping Failed

Replication Group Removed

Recovery Plan Destroyed

License Server Unreachable

Alarms and Site Status Monitoring

7171

Site Recovery Manager Core Benefits

Expand disaster recovery protection

Now any workload in a VM can be protected with minimal incremental effort and cost

Reduce time to recovery

As soon as disaster is declared, a single button kicks off recovery sequence for hundreds of VMs

Increase reliability of recovery

Replication of system state ensures a VM has all it needs to startup

Hardware independence eliminates failures due to different hardware

Easier testing based off of actual failover sequence allows more frequent and more realistic tests

7272

DEMO

7373

Any Questions?

7474

Site Recovery Manager 1.0 Failback Options SRM 1.0 does not automatically configure failback—failback requires manual

configuration after failover

Failback Options

Without SRM (no Recovery Plan, no Testing capabilities, no audit trail)

Unregister the protected virtual machines in the Protected Site VC

Work with your storage team, reverse data replication

VM re-inventory in Protected Site VC, restart and re-ip (manual or scripted)

With SRM (Recovery Plan, Test before Recovery, built-in audit trail)

Delete the protection groups in the Protected Site VC

Unregister the protected virtual machines in the Protected Site VC

Work with your storage team, reverse data replication

Leverage SRM, complete SRM workflows in the reverse direction from Recovery Site back to the Protected Site

Repeat the above steps from the Protected Site back to the Recovery Site to complete the re-protection of the virtual machines in the Protected Site

Documents

Virtualisation; Management & Automation DNS Event; EMEA VMware Briefing Center; 2 nd Sept 2008 Warren Olivier / Jon Kane