1. Windows Server Virtualization Infrastructure Planning and Design Series

2. What Is IPD? Planning and design guidance that aims to clarify and streamline the planning and design process for Microsoft ® infrastructure technologies IPD: Defines decision flow Describes decisions to be made Relates decisions and options for the business Frames additional questions for business understanding Page 2 |

3. PLANNING FOR VIRTUALIZATION Getting Started Page 3 |

4. Why Use Virtualization? Here are four virtualization scenarios: Server Consolidation Application Migration Increase IT Agility Software Development and Training Page 4 |

5. Purpose and Overview Purpose: To provide design guidance for Microsoft ® Virtual Server 2005 R2 SP1 or Windows Server ® 2008 Hyper-V ™ Agenda Determine Application Requirements Design the Host Infrastructure Page 5 |

6. The Role of Server Virtualization in Infrastructure Optimization Page 6 |

7. Page 7 | Decision Flow Diagram

8. Tips for the Planning Process Use a spreadsheet or database to track application and host server requirements Involve the entire organization Ensure management’s commitment to the virtualization project Gather requirements and business input Validate all assumptions with business and technical experts Page 8 |

9. Decision Tree Part 1: Determine Application Requirements 1. Determine Virtualization Scope 2. Create the List of Applications 3. Determine Resource Requirements 4. Select the Backup Approach 5. Select a High- Availability Approach 6. Sum and Analyze Application Requirements Page 9 |

10. Which part of the infrastructure will be virtualized? Option 1: Enterprise Option 2: Hub Option 3: Satellite Business Validation Define virtualization goals/benefits Define the scope and timeline for implementation Page 10 | Determine Virtualization Scope 1

11. Create the List of Applications Task 1: Determine Application Compatibility Processor architecture requirements Number of required processors Memory requirements Graphics adapter requirements Special hardware requirements Task 2: Verify Business Requirements Task 3: Document Decisions Page 11 | 2

12. Determine Resource Requirements Sources of performance data: Real-world/Historical performance data Specifications and requirements Benchmark/Load-testing results Tasks: Page 12 | 3 ObjectCounters or Criteria CPU% Processor Time MemoryCommitted Bytes DiskSpace and Performance NetworkBytes/sec, bandwidth BackupBackup required? AvailabilityDetermine method Coexistence and IsolationWorkload segregation

13. Select the Backup Approach Application Backup Options: Option 1: Per Application Option 2: By Guest Option 3: By Host Considerations: Performance Downtime/availability Storage capacity and limitations Ease of recoverability Complexity of implementation Page 13 | 4

14. Select a High-Availability Approach Application Availability Options: Option 1: Network Load Balancing  Web servers (stateless) Option 2: Application-Specific Clustering  Microsoft Cluster Server (MSCS)-aware applications Option 3: Host Clustering  Last resort option (host in an MSCS cluster) Characteristics: Availability, manageability, interoperability Page 14 | 5

15. Summarize Application Requirements Purpose: Determine complete requirements for the host infrastructure Tasks: Task 1: Summarize Guest Hardware Resource Requirements  CPU, memory, disk (performance and storage capacity), and network Task 2: Group Applications  Backup, co-existence, physical isolation, high-availability requirements Page 15 | 6

16. Decision Tree Part 2: Design the Host Infrastructure 7. Select a Form Factor for the Hosts 8. Determine Server Placement 9. Map Guests to Hosts 10. Determine the Host Backup Approach 11. Design High Availability 12. Design the Storage Infrastructure 13. Design the Network Infrastructure 14. Validate the Overall Approach Page 16 |

17. Select a Form Factor for the Hosts Begin designing the host infrastructure Options: Option 1: Leverage existing hardware Option 2: Purchase new hardware Characteristics: Cost Performance Availability/Reliability Manageability Page 17 | 7

18. Determine Host Server Placement Determine where servers should be placed based on: Costs Manageability Security Performance Availability Options: Option 1: Data Centers (Centralized) Option 2: Branch or Satellite Offices Page 18 | 8

19. Map Guests to Hosts Goal: Determine the optimal allocation of workloads based on application requirements Tasks: Task 1: Determine Target Host Resource Utilization Goals Task 2: Draw a Host/Guest Plan Task 3: Re-evaluate Infrastructure Capacity Process will likely be iterative and can require trade-offs Page 19 | 9

20. Determine the Host Backup Approach Option 1: Guest-Level Backups Treat virtual machines (VMs) as physical machines (use of backup agents) Pros: Reduces storage requirements; more control over backups Cons: Requires guest operating system support; recovery can be complex and time-consuming Option 2: Host-Level Backups Back up entire VMs from the host file system Pros: Rapid recovery from failures; consistent backup method Cons: Can require third-party hardware and software; requires large amounts of storage capacity Page 20 | 10

21. Design High Availability Decisions will be based on application requirements Page 21 | 11 Option 1: Host ClusteringOption 2: Other Clustering Options Protects against VM and hardware failures Network clustering Requires shared storageGuest clustering Requires additional reserved capacity for failovers Application-specific clustering

22. Design the Storage Infrastructure Tasks: Task 1: Design for Parallelism Task 2: Evaluate Direct-attached Storage Task 3: Evaluate Network-based Storage Network-attached Storage Storage Area Networks (SAN) iSCSI Task 4: Evaluate Virtual Hard Disk Types Fixed-size versus dynamically expanding VHDs Undo disks and differencing disks Page 22 | 12

23. Design the Network Infrastructure Translate guest requirements to host Page 23 | 13 TaskStrategy Determine VM Network Requirements No connectivity VM-only networks Guest-Host connections Physical network access Host Bandwidth Requirements Summarize VM bandwidth requirements Public/Private/Internet network access Plan for Reliability & Availability Network adapter teaming Switch and NIC redundancy Load balancing and automatic failover

24. Validate the Overall Approach Goals: Verify that all decisions are aligned with business requirements Validate changes to initial requirements Tasks: Task 1: Validate Application Requirements Task 2: Validate Host Infrastructure Design Decisions Page 24 | 14

25. What’s Next? Implement your design Quantify return on investment Repeat as appropriate for: Enterprise Hub Satellite Provide feedback on the documentation to satfdbk@microsoft.com Page 25 |

26. Summary and Conclusion Organizations should base the design of their Virtual Server infrastructure on business and technical requirements Considerations should include: The scope of virtualization Technical requirements and considerations Additional business requirements Designing a host infrastructure to meet those requirements Validating the overall approach Page 26 |

27. Find More Information The Microsoft Solution Accelerators Web site microsoft.com/technet/SolutionAccelerators Contact the IPD team satfdbk@microsoft.com Download the full document http://go.microsoft.com/fwlink/?LinkId=100915 Online resources: The Microsoft Virtual Server 2005 R2 Home Page provides a central location for information about the Virtual Server platform.Microsoft Virtual Server 2005 R2 Home Page The Virtual Machine Technology FAQ provides answers to commonly asked questions about Virtual Server functionality, licensing, and deployment options.Virtual Machine Technology FAQ The Microsoft TechNet Server Virtualization Forum provides a location in which architects, implementers, and end users can discuss issues related to designing and deploying Microsoft Virtual Server.Microsoft TechNet Server Virtualization Forum The Technical White Paper, Improving IT Efficiency at Microsoft Using Virtual Server 2005, provides details on how Microsoft has implemented a Virtual Server infrastructure. An associated Webcast is also available.Improving IT Efficiency at Microsoft Using Virtual Server 2005Webcast Microsoft TechNet Radio: How Microsoft Does IT: The Future of Server Virtualization.How Microsoft Does IT: The Future of Server Virtualization Page 27 |