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Managing Windows Server 2012 Storage and File Systems : Storage Management (part 4) - Installing and configuring file services - Configuring Hyper-V

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7/2/2013 9:57:22 PM

2.4 Configuring Hyper-V

Microsoft’s virtualization technology is Hyper-V. Hyper-V is a virtual machine technology that allows multiple guest operating systems to run concurrently on one computer and provide separate applications and services to client computers. When you deploy Hyper-V, the Windows hypervisor acts as the virtual machine engine, providing the necessary layer of software for installing guest operating systems.

Understanding Hyper-V

Hyper-V can be installed only on computers with 64-bit processors that implement hardware-assisted virtualization and hardware-enforced data execution protection. Specifically, you must enable virtualization support in firmware and also enable either Intel XD bit (execute disable bit) or AMD NX bit (no execute bit) as appropriate.

Virtualization can offer performance improvements, reduce the number of servers, and reduce the total cost of ownership (TCO). Although you can use both Windows 8 and Windows Server 2012 to deploy virtualized computers, Hyper-V for Windows Server is very different from Client Hyper-V for Windows 8. The focus in this section is on Hyper-V for Windows Server 2012.

Windows Server 2012 supports AMD Virtualization (AMD-V) and Intel Virtualization Technology (Intel VT). AMD-V is included in second-generation and later AMD Opteron processors as well as other AMD processors. Third-generation AMD Opteron processors feature Rapid Virtualization Indexing (RVI) to accelerate the performance of virtualized applications. Intel VT is included in most current Intel Xeon processors as well as Intel vPro and some other Intel processors. Keep in mind that older processors with virtualization might have different features from newer processors, and these differences can present special challenges when you are migrating from one hardware platform to another.

Important

Windows Server 2012 also supports second-level address translation (SLAT) as implemented by Intel and AMD processors. SLAT adds a second level of paging below the architectural paging tables in the server’s processors. This improves performance by providing an indirection layer from virtual machine memory access to physical memory access. On Intel-based processors, this feature is called extended page tables (EPTs), and on AMD-based processors, this feature is called nested page tables (NPTs).

TROUBLESHOOTING: Hyper-V compatibility issues

Just as different processors have different sets of supported virtualization features, Windows itself has different implementations of Hyper-V. Because of this, the Hyper-V management tools in Windows Server 2012 can be used to manage only the current version of Hyper-V. The tools cannot be used to manage earlier versions of Hyper-V.

Windows Server 2012 supports many virtualization features, including live migration and dynamic virtual machine storage. You can use live migration to transparently move running virtual machines either from one node of a cluster to another or from one nonclustered server to another. You also can perform multiple live migrations simultaneously. With dynamic virtual machine storage, you can add or remove virtual hard disks and physical disks while a virtual machine is running. You also can move the virtual disks of running virtual machines from one storage location to another without downtime.

Virtual machines also can be stored on SMB 3.0 file shares. Typically, you use this feature by creating the virtual machine and a virtual hard disk on the SMB 3.0 file share. Initially, the virtual machine will think it is using local storage. You then change the storage type by migrating the virtual machine storage from a local configuration to a file-share configuration. Hyper-V also supports connections to Fibre Channel storage using virtual Fibre Channel.

Installing Hyper-V

Virtual machines require virtual networks to communicate with other computers. When you install Hyper-V, you can create one virtual network for each adapter available. After installing Hyper-V, you can create and manage virtual networks by using Virtual Network Manager. Microsoft recommends that you reserve one network adapter for remote access to the server. You do this by not designating the adapter for use with a virtual network.

You can install Hyper-V on a server with a virtualization-enabled processor by completing these steps:

  1. In Server Manager, tap or click Manage and then tap or click Add Roles And Features. If the wizard displays the Before You Begin page, read the Welcome text and then tap or click Next.

  2. On the Installation Type page, Role-Based Or Feature-Based Installation is selected by default. Tap or click Next.

  3. On the Server Selection page, select the server on which you want to install Hyper-V and then tap or click Next. Keep in mind that only servers running Windows Server 2012 and that have been added for management in Server Manager are listed.

  4. On the Server Roles page, select Hyper-V as the role to install. If additional features are required to install a role, you’ll see an additional dialog box. Tap or click Add Features to close the dialog box, and add the required features to the server installation. When you are ready to continue, tap or click Next three times, skipping the Features page and the Hyper-V page.

  5. On the Create Virtual Switches page, shown in Figure 7, select a network adapter on which to create a virtual switch. A virtual switch is needed so that virtual machines can communicate with other computers. The virtual switch allows virtual machines to connect to the physical network. When you are ready to continue, tap or click Next.

    Select the network adapter to use as a virtual switch.
    Figure 7. Select the network adapter to use as a virtual switch.
  6. On the Virtual Machine Migration page, you can enable live migrations of virtual machines on this server by selecting the check box provided. You don’t have to enable this feature now; instead, you can enable this feature later by modifying the Hyper-V settings. However, if you enable live migrations, you also must choose the Credential Security Support Provider (CredSSP) protocol or Kerberos for authentication. Kerberos is the most secure, but you also must configure constrained delegation. CredSSP is less secure but doesn’t require you to configure constrained delegation. When you are ready to continue, tap or click Next.

  7. On the Default Stores page, you can accept the current default locations for virtual hard disk files and virtual machine configuration files or enter new default locations. Regardless of your choices, you can modify the defaults later using the Hyper-V settings. When you are ready to continue, tap or click Next.

  8. On the Confirm page, tap or click the Export Configuration Settings link to generate an installation report that can be displayed in Internet Explorer. If the server on which you want to install Hyper-V doesn’t have all the required binary source files, the server gets the files via Windows Update by default or from a location specified in Group Policy. You also can specify an alternate path for the required source files. To do this, click the Specify An Alternate Source Path link, type the alternate path in the box provided, and then tap or click OK.

  9. Because a restart is required to complete the installation of Hyper-V, you might want to select the Restart The Destination Server check box. Tap or click Install to begin the installation process. The Installation Progress page tracks the progress of the installation. If you close the wizard, tap or click the Notifications icon in Server Manager and then tap or click the link provided to re-open the wizard.

  10. When Setup finishes installing Hyper-V, the Installation Progress page will be updated to reflect this. Review the installation details to ensure that all phases of the installation were completed successfully. If you didn’t restart the server, a restart will be pending and required to complete the installation.

Creating virtual machines

Installing Hyper-V on a server establishes the server as a virtualization server. Each virtual machine you install on the server must be assigned resources to use and then be configured. The number of virtual machines you can run on any individual server depends on the server’s hardware configuration and workload. During setup, you specify the amount of memory available to a virtual machine. Although you can change that memory allocation, the amount of memory actively allocated to a virtual machine cannot be used in other ways.

You create and manage virtual machines using Hyper-V Manager, shown in Figure 8. Start Hyper-V Manager by selecting Hyper-V Manager on the Tools menu in Server Manager.

Use Hyper-V Manager to install and manage virtual machines.
Figure 8. Use Hyper-V Manager to install and manage virtual machines.

To install and configure a virtual machine, complete the following steps:

  1. In Hyper-V Manager, press and hold or right-click the server node in the left pane, point to New, and then select Virtual Machine. This starts the New Virtual Machine Wizard.

  2. Tap or click Next to display the Specify Name And Location page, shown in Figure 9. In the Name text box, enter a name for the virtual machine, such as AppServer02.

    Set the name for the virtual machine and, optionally, its storage location.
    Figure 9. Set the name for the virtual machine and, optionally, its storage location.
  3. By default, the virtual machine data is stored in the default location for the server. To select a different location, select the Store The Virtual Machine In A Different Location check box, tap or click Browse, and then use the Select Folder dialog box to select a save location.

  4. Tap or click Next. On the Assign Memory page, specify the amount of memory to allocate to the virtual machine. In most cases, you should reserve at least the minimum amount of memory recommended for the operating system you plan to install. You might also want to enable dynamic memory allocation.

  5. Tap or click Next. On the Configure Networking page, use the Connection list to select a network adapter to use. Each new virtual machine includes a network adapter, and you can configure the adapter to use an available virtual switch for communicating with other computers.

  6. Tap or click Next. On the Connect Virtual Hard Disk page, use the options provided to name and set the location of a virtual hard disk for the virtual machine. Each virtual machine requires a virtual hard disk so that you can install an operating system and required applications.

  7. Tap or click Next. On the Installation Options page, select Install An Operating System From A Boot CD/DVD-ROM. If you have physical distribution media, insert the distribution media, and then specify the CD/DVD drive to use. If you want to install from an .iso image, select Image File, tap or click Browse, and then use the Open dialog box to select the image file to use.

  8. Tap or click Next, and then tap or click Finish.

  9. In Hyper-V Manager, press and hold or right-click the name of the virtual machine and then tap or click Connect.

  10. In the Virtual Machine Connection window, tap or click Start. After the virtual machine is initialized, the operating system installation should start automatically. Continue with the operating system installation as you normally would.

When the installation is complete, log on to the virtual machine and configure it as you would any other server. From then on, you manage the virtual machine much as you would any other computer, except that you can externally control its state, available resources, and hardware devices using Hyper-V Manager. Additionally, when it comes to backups, several approaches are available:

  • Back up the host server and all virtual machine data.

  • Back up the host server and only the configuration data for virtual machines.

  • Log on to virtual machines and perform normal backups as you would with any other server.

  • Use Hyper-V manager to create point-in-time snapshots of virtual machines.

Ideally, you should use a combination of these approaches to ensure that your host server and virtual machines are protected. In some cases, you might want to back up the host server and configuration data and then log on to each virtual machine and use normal backups. Other times, you might want to back up the host machine and all virtual machine data. You will likely want to supplement your backup strategy by creating point-in-time snapshots of virtual machines.

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