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Five Steps to Determine
When to Virtualize Your Servers



Server virtualization isn’t just for big companies. Entry-level        with more than 150,000 customers globally. No one else in the
virtualization tools are free or low-cost, and there are many          marketplace has come close to matching the maturity, breadth of
benefits to virtualization (including saving money). It’s not a        offerings, reliability, or adoption rate of VMware. Many times, all
question of “if” you should virtualize your servers;it’s a question    that the competition can offer is a claim of a lower price tag, but
of “when.” In this article, I outline five steps you should take to    make sure that you’re doing an apples-to-apples cost comparison
determine when to virtualize your servers. There are a number of       – more on that later. When selecting the right virtualization
server virtualization solutions available today. However, this         solution for your company, consider the following:
article isn’t about which solution to choose. Many virtualization
                                                                       • Don’t choose the “newest” or“cheapest” solution just because
questions are “solution agnostic,” and the question of “when” to
                                                                         they are new and seemingly inexpensive.
virtualize your servers is one of them.
                                                                       • Look for a solution that has been around for a long period of
So, if you haven’t started using virtualization or you haven’t fully
                                                                         time to ensure the technology has been tested with a variety
virtualized your IT environment, I recommend the following five
                                                                         of applications
steps to determine when you should make that move.
                                                                       • Look for a solution that has been proven in production IT
Step #1 – Understand the benefits of going virtual                       environments

You don’t want to undertake a virtualization project without           • Choose a solution that offers flexibility and options to fit the
understanding why you are making this effort. Most of us have to         needs of your company
justify a project like virtualization to a manager, director, VP or    In my opinion, two solutions meet these criteria. They are
CIO. Even if you don’t have to do that, you should be able to          VMware ESXi Free Edition and the VMware vSphere platform.
answer the “why” question for yourself with an answer that’s           The first is available for free and is a good way to start your
more concrete that “because it’s the next big thing.” Below is a       company on the path toward virtualization. The second product
list of reasons why most administrators feel compelled to              can be evaluated for free and purchased as a low-cost package
virtualize their server infrastructure:                                solution for smaller deployments.
• Save time – Administering virtualized servers over physical          While these two solutions each have their own unique fit, they
  servers can save a huge amount of time.                              both have been proven by businesses of all sizes over a long
• Save money – Any way you measure it, virtualization comes            period of time and they have the most to offer of any
  out as a cost-saving proposition. Dollars are saved in less          virtualization solution available today. The only way to truly get
  administrative time, fewer infrastructure requirements and less      comfortable with virtualization is to try it for yourself on your
  energy utilization.                                                  own servers and perform tests in your environment. Download
                                                                       and evaluate any solution before making a purchasing decision.
• Simplify management – Virtualization enables the use of
  advanced features like resource optimization, high availability
                                                                       Step #3 – Determine if applications are going to
  and point-in-time snapshots of servers.
                                                                       work well with virtualization.
• Recover from disaster – Having a reliable disaster recovery
                                                                       One of the concerns I have heard from administrators who
  plan is essential for ensuring business continuity. Virtualization
                                                                       haven’t virtualized their servers yet is that they believe their
  offers hardware independence and decreased recovery time in
                                                                       applications might not be “virtualization friendly.”While there
  case of a disaster or failover.
                                                                       may be a few cases in which this is true, the numbers of servers
Once you and your management team are convinced that                   that can’t be virtualized are small compared to the vast majority
virtualization is the right decision for your company, move on to      of all servers that can.
the next step.
                                                                       In my experience, if you understand the application, the majority
                                                                       of the time, you won’t have any trouble consolidating a physical
Step #2 – Evaluate a virtualization solution.                          server into a virtualized environment. I have successfully
                                                                       virtualized Citrix Server, Exchange 2007 Servers, graphical
There are many virtualization solutions available today. In addition
                                                                       applications, database servers, and other critical enterprise
to VMware® vSphere™ 4, you can evaluate Microsoft Hyper-V or
                                                                       applications. If you are concerned that your virtual servers won’t
Xen/Citrix, to name a few. If you choose to evaluate or analyze all
                                                                       offer the performance that your applications demand visit the
of them, you may be spinning your wheels. To date, VMware has
                                                                       VMware Virtual Appliance Marketplace (http://www.vmware.
held the dominant position in the virtualization market space,
                                                                       com/appliances/). Virtual appliances are pre-built,

                                                                                                                                            1
Five Steps to Determine When to Virtualize Your Servers




preconfigured, ready-to-run enterprise applications packaged                                                 Step #5 – Analyze the time and skill needed to
with an operating system inside a virtual machine.                                                           virtualize your server infrastructure
                                                                                                             I don’t want to minimize the time and skill required to create a
Step #4 – Analyze the cost of virtualizing your                                                              virtual environment. Depending on the scope of the project, it
server infrastructure.                                                                                       could be very quick or it could be a more significant undertaking.
In Step #1, I mentioned that you can save your company money                                                 If I were to estimate the time to learn about VMware vSphere
by virtualizing your servers. As most of us work for businesses,                                             and consolidate 20 physical servers with “typical” applications
and businesses are in the business of maximizing profits, it only                                            onto two or three VMware ESX Servers, it would look like this:
makes sense that before undertaking a virtualization project, you                                            • Learn about VMware vSphere – via reading, video training, or a
should analyze the cost and potential savings (the ROI).                                                       VMware class – 1 week
For those companies who value ROI, I anticipate that the ROI of                                              • Install and configure VMware vSphere – 1 day
virtualization will always be there, but the question may be how
long does it take to achieve that ROI? When I get asked that                                                 • Perform test server consolidations using VMware Converter – 1
question, I recommend that you calculate your ROI to virtualize                                                day
your servers, with the VMware ROI calculator. For example, when I                                            • Convert all 20 physical servers to virtual servers and
used it, it showed that by consolidating and virtualizing 20 physical                                          consolidate – 3 days
servers down to 3, you could save $200,000 in server, related                                                  Total time = 2 weeks
hardware and power, cooling and real estate costs and $85,000 in
IT staff operating costs over 3 years1. Plus, if you have more                                               Again, this is just a generalization with lots of assumptions made.
physical servers to start with, the cost savings are even greater.                                           However, as you can see, being able to learn about virtualization,
                                                                                                             get your virtual infrastructure installed and configured, and
Furthermore, the typical payback period, or amount of time to                                                consolidate 20 servers in a matter of 2 weeks is a relatively small
break even on the investment, for a 20 server consolidation                                                  investment of time for an effort that yields huge benefits and
project is 1 month. What other IT projects can you say that about?                                           fast ROI for your company. Keep in mind that VMware ESXi—the
Even if you don’t use numbers, I believe that the cost savings of                                            company’s free solution that provides basic server optimization
virtualization is obvious. Virtualization requires:                                                          functionality—requires even less time. You may even choose to
                                                                                                             work with a VMware Partner who can assess your requirements
• Fewer servers                                                                                              and install and configure VMware virtualization software for you.
• Fewer infrastructure costs – cooling, UPS, generator                                                       Make the move when you’re ready
• Less spent on electricity                                                                                  Virtualization isn’t just for big companies anymore. There is
                                                                                                             no doubt that you should virtualize your servers – it’s simply
• Less space needed for your IT infrastructure                                                               a matter of when. I believe that the time to virtualize is now,
• Less time spent administering servers                                                                      but you should make that call for yourself. Be sure to follow
                                                                                                             the five steps outlined in this article before you make a
• Faster response to business needs                                                                          purchasing decision.
If you can install a product that does all those things, it will                                             About the Author
eventually (and probably very quickly) pay for itself. That’s what                                           David Davis is Director of Infrastructure at TrainSignal.com – the
I call “a no-brainer.”                                                                                       global leader in video training for IT Pros. He has a number of
One point to note about comparing costs among virtualization                                                 certifications including vExpert, VCP, CISSP, and CCIE #9369.
vendors. Some vendors like Microsoft and Citrix will position                                                Additionally, David has authored hundreds of articles and six
their solutions as “free” compared with VMware. We know that                                                 different video training courses at Train Signal with his most
no solution that you rely on to stand up your production                                                     popular course being VMware vSphere. His personal website is
infrastructure can really be “free.” Those vendors have made                                                 VMwareVideos.com. You can follow David on Twitter or connect
their hypervisors free but shifted the cost to their management                                              with David on LinkedIn.
tools, which are necessary to use when managing a production
environment. VMware has introduced a method for comparing
“cost per application,” which they position as the true way to
                                                                                                             1. Cost savings from the VMware ROI calculator (www.vmware.com/go/calculator)
measure cost in an apples-to-apples way. I would encourage you
to explore that cost comparison further.




VMware, Inc. 3401 Hillview Avenue Palo Alto CA 94304 USA Tel 877-486-9273 Fax 650-427-5001 www.vmware.com
Copyright © 2010 VMware, Inc. All rights reserved. This product is protected by U.S. and international copyright and intellectual property laws. VMware products are covered by one or more patents listed at
http://www.vmware.com/go/patents. VMware is a registered trademark or trademark of VMware, Inc. in the United States and/or other jurisdictions. All other marks and names mentioned herein may be
trademarks of their respective companies. Item No: VMW_10Q1_FIVE_STEPS_TBD_EN_P2_R2

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Five Steps to Determine When to Virtualize Your Servers

  • 1. Five Steps to Determine When to Virtualize Your Servers Server virtualization isn’t just for big companies. Entry-level with more than 150,000 customers globally. No one else in the virtualization tools are free or low-cost, and there are many marketplace has come close to matching the maturity, breadth of benefits to virtualization (including saving money). It’s not a offerings, reliability, or adoption rate of VMware. Many times, all question of “if” you should virtualize your servers;it’s a question that the competition can offer is a claim of a lower price tag, but of “when.” In this article, I outline five steps you should take to make sure that you’re doing an apples-to-apples cost comparison determine when to virtualize your servers. There are a number of – more on that later. When selecting the right virtualization server virtualization solutions available today. However, this solution for your company, consider the following: article isn’t about which solution to choose. Many virtualization • Don’t choose the “newest” or“cheapest” solution just because questions are “solution agnostic,” and the question of “when” to they are new and seemingly inexpensive. virtualize your servers is one of them. • Look for a solution that has been around for a long period of So, if you haven’t started using virtualization or you haven’t fully time to ensure the technology has been tested with a variety virtualized your IT environment, I recommend the following five of applications steps to determine when you should make that move. • Look for a solution that has been proven in production IT Step #1 – Understand the benefits of going virtual environments You don’t want to undertake a virtualization project without • Choose a solution that offers flexibility and options to fit the understanding why you are making this effort. Most of us have to needs of your company justify a project like virtualization to a manager, director, VP or In my opinion, two solutions meet these criteria. They are CIO. Even if you don’t have to do that, you should be able to VMware ESXi Free Edition and the VMware vSphere platform. answer the “why” question for yourself with an answer that’s The first is available for free and is a good way to start your more concrete that “because it’s the next big thing.” Below is a company on the path toward virtualization. The second product list of reasons why most administrators feel compelled to can be evaluated for free and purchased as a low-cost package virtualize their server infrastructure: solution for smaller deployments. • Save time – Administering virtualized servers over physical While these two solutions each have their own unique fit, they servers can save a huge amount of time. both have been proven by businesses of all sizes over a long • Save money – Any way you measure it, virtualization comes period of time and they have the most to offer of any out as a cost-saving proposition. Dollars are saved in less virtualization solution available today. The only way to truly get administrative time, fewer infrastructure requirements and less comfortable with virtualization is to try it for yourself on your energy utilization. own servers and perform tests in your environment. Download and evaluate any solution before making a purchasing decision. • Simplify management – Virtualization enables the use of advanced features like resource optimization, high availability Step #3 – Determine if applications are going to and point-in-time snapshots of servers. work well with virtualization. • Recover from disaster – Having a reliable disaster recovery One of the concerns I have heard from administrators who plan is essential for ensuring business continuity. Virtualization haven’t virtualized their servers yet is that they believe their offers hardware independence and decreased recovery time in applications might not be “virtualization friendly.”While there case of a disaster or failover. may be a few cases in which this is true, the numbers of servers Once you and your management team are convinced that that can’t be virtualized are small compared to the vast majority virtualization is the right decision for your company, move on to of all servers that can. the next step. In my experience, if you understand the application, the majority of the time, you won’t have any trouble consolidating a physical Step #2 – Evaluate a virtualization solution. server into a virtualized environment. I have successfully virtualized Citrix Server, Exchange 2007 Servers, graphical There are many virtualization solutions available today. In addition applications, database servers, and other critical enterprise to VMware® vSphere™ 4, you can evaluate Microsoft Hyper-V or applications. If you are concerned that your virtual servers won’t Xen/Citrix, to name a few. If you choose to evaluate or analyze all offer the performance that your applications demand visit the of them, you may be spinning your wheels. To date, VMware has VMware Virtual Appliance Marketplace (http://www.vmware. held the dominant position in the virtualization market space, com/appliances/). Virtual appliances are pre-built, 1
  • 2. Five Steps to Determine When to Virtualize Your Servers preconfigured, ready-to-run enterprise applications packaged Step #5 – Analyze the time and skill needed to with an operating system inside a virtual machine. virtualize your server infrastructure I don’t want to minimize the time and skill required to create a Step #4 – Analyze the cost of virtualizing your virtual environment. Depending on the scope of the project, it server infrastructure. could be very quick or it could be a more significant undertaking. In Step #1, I mentioned that you can save your company money If I were to estimate the time to learn about VMware vSphere by virtualizing your servers. As most of us work for businesses, and consolidate 20 physical servers with “typical” applications and businesses are in the business of maximizing profits, it only onto two or three VMware ESX Servers, it would look like this: makes sense that before undertaking a virtualization project, you • Learn about VMware vSphere – via reading, video training, or a should analyze the cost and potential savings (the ROI). VMware class – 1 week For those companies who value ROI, I anticipate that the ROI of • Install and configure VMware vSphere – 1 day virtualization will always be there, but the question may be how long does it take to achieve that ROI? When I get asked that • Perform test server consolidations using VMware Converter – 1 question, I recommend that you calculate your ROI to virtualize day your servers, with the VMware ROI calculator. For example, when I • Convert all 20 physical servers to virtual servers and used it, it showed that by consolidating and virtualizing 20 physical consolidate – 3 days servers down to 3, you could save $200,000 in server, related Total time = 2 weeks hardware and power, cooling and real estate costs and $85,000 in IT staff operating costs over 3 years1. Plus, if you have more Again, this is just a generalization with lots of assumptions made. physical servers to start with, the cost savings are even greater. However, as you can see, being able to learn about virtualization, get your virtual infrastructure installed and configured, and Furthermore, the typical payback period, or amount of time to consolidate 20 servers in a matter of 2 weeks is a relatively small break even on the investment, for a 20 server consolidation investment of time for an effort that yields huge benefits and project is 1 month. What other IT projects can you say that about? fast ROI for your company. Keep in mind that VMware ESXi—the Even if you don’t use numbers, I believe that the cost savings of company’s free solution that provides basic server optimization virtualization is obvious. Virtualization requires: functionality—requires even less time. You may even choose to work with a VMware Partner who can assess your requirements • Fewer servers and install and configure VMware virtualization software for you. • Fewer infrastructure costs – cooling, UPS, generator Make the move when you’re ready • Less spent on electricity Virtualization isn’t just for big companies anymore. There is no doubt that you should virtualize your servers – it’s simply • Less space needed for your IT infrastructure a matter of when. I believe that the time to virtualize is now, • Less time spent administering servers but you should make that call for yourself. Be sure to follow the five steps outlined in this article before you make a • Faster response to business needs purchasing decision. If you can install a product that does all those things, it will About the Author eventually (and probably very quickly) pay for itself. That’s what David Davis is Director of Infrastructure at TrainSignal.com – the I call “a no-brainer.” global leader in video training for IT Pros. He has a number of One point to note about comparing costs among virtualization certifications including vExpert, VCP, CISSP, and CCIE #9369. vendors. Some vendors like Microsoft and Citrix will position Additionally, David has authored hundreds of articles and six their solutions as “free” compared with VMware. We know that different video training courses at Train Signal with his most no solution that you rely on to stand up your production popular course being VMware vSphere. His personal website is infrastructure can really be “free.” Those vendors have made VMwareVideos.com. You can follow David on Twitter or connect their hypervisors free but shifted the cost to their management with David on LinkedIn. tools, which are necessary to use when managing a production environment. VMware has introduced a method for comparing “cost per application,” which they position as the true way to 1. Cost savings from the VMware ROI calculator (www.vmware.com/go/calculator) measure cost in an apples-to-apples way. I would encourage you to explore that cost comparison further. VMware, Inc. 3401 Hillview Avenue Palo Alto CA 94304 USA Tel 877-486-9273 Fax 650-427-5001 www.vmware.com Copyright © 2010 VMware, Inc. All rights reserved. This product is protected by U.S. and international copyright and intellectual property laws. VMware products are covered by one or more patents listed at http://www.vmware.com/go/patents. VMware is a registered trademark or trademark of VMware, Inc. in the United States and/or other jurisdictions. All other marks and names mentioned herein may be trademarks of their respective companies. Item No: VMW_10Q1_FIVE_STEPS_TBD_EN_P2_R2