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Open Source Virtualization
About Me


    Dan Deighton
CISSP, CISA, RHCE,...
 Co-founder of Aplura



ddeighton@aplura.com
Agenda

   Overview of Open Source Virtualization
   Real World Example
   Tips, Tricks and Gotchas
   Demo
Reasons to Virtualize

   Cost Savings
      Server Consolidation
      Fully Utilize Hardware Investment
      Lower Admin Cost
   Test Environment
      Cost and Time Savings
   Training Environment
      Cost and Time Savings
Reasons to Virtualize (cont)

   Green Computing Movement
   Security
      Increased Availability
      Isolate Applications/Services
   It is COOL!
Why Not?

   Need Maximum Performance
      Standalone OS will outperform a Virtual OS
   Security
      Smart Malware can detect VME and react
      ”Break-out” of the Guest OS is possible
Types of Virtualization

   Application Level Virtualization
   Emulation
   Full Virtualization
   Hardware Enabled Virtualization
   Paravirtualization
   OS-Level Virtualization
Terms
   Hypervisor (Virtual Machine Monitor, VMM):
      Manages Virtual Environments
      Type 1 – Runs directly on Hardware
      Type 2 – Runs within an OS environment
   VME – Virtual Machine Environment, Guest
   Dom0 – Xen term for Privileged Domain
      Controls other domains
      By default, only domain with hardware access
   DomU – Xen term for VME
Application Level Virtualization

   Isolated environment for each Virtual instance
   Single Host OS (only 1 OS license required)
   Examples:
      Sun Java VM
      MS SoftGrid
      Trustware BufferZone*
Emulation

   Simulates All Hardware
   Run Unmodified Guests
   Can Emulate a Different Architecture
   Examples:
      PearPC
      Bochs
      Qemu without Acceleration
Full Virtualization
   Simulates Hardware to Run Unmodified Guests
   VME uses the same Architecture as the Host
   Examples:
      VMWare WS
      QEMU w/ KQEMU
      Virtual PC
      Virtual Iron
      KVM
      VirtualBox*
Hardware-enabled Full
              Virtualization
   Full Virtualization + ability to offload some work
   Allows ”near native” performance
   Intel-VT or AMD-V
      egrep -e "vmx|svm" /proc/cpuinfo
   Examples:
      VMWare Fusion (and other versions?)
      Parallels
      Xen using HVM
OS Level Virtualization

   Host and all VMEs run the same OS
   Same kernel is reused for each VME
   Examples:
      Virtuozzo/OpenVZ*
      Solaris Containers (or Zones)
      FreeBSD jails
Paravirtualization

   Virtual OS aware that it is virtual
   VME collaborates with Hypervisor
   Uses an API to interact w/ host
   Guests must be modified
   Runs on ”regular” hardware
   Examples:
      Xen
      Sun Logical Domains
Aplura Case Study

   Hazardous Mail Mitigation Service
      Linux Hosted Mail Servers
      Physical Systems Hosted at Data Center
      Need Room to Grow
   Other Managed Services in the Future
Aplura Case Study

   The Problems:
      Limited Rack Space
          Each New RU Costs More
      Need for Multiple Systems w/ option to expand
      Need to Maximize Server Utilization
      Need to Isolate Services
      Wanted Flexibility
Aplura Case Study

   Virtualization Options
      OpenVZ
      Xen
Aplura Case Study

   OpenVZ
     Open source
     Basis for Virtuozzo (Commercial Version)
     Fast
     Live Migration
     Need custom kernel (provided by project)
     Major distros do not include OpenVZ
Aplura Case Study
   Xen
     Open source
     XenSource (Commercial Version)
     Major distros starting to support it
         Red Hat, Debian, Sun, etc
     Flexibility to install different Operating Systems
     Paravirt and Full Virtualization
     Live Migration
     Not as scalable as OpenVZ
Aplura Case Study

   Xen is our winner
      Distro support is a big advantage
      Debian provides xen tools and kernels
      Big company support also a huge plus
          Red Hat commited to Xen. Contributing with libvirt, virtsh
           and VirtManager
          Sun working with Xen. Solaris Dom0 (host) and paravirt
           DomU (guest) possible.
Aplura Case Study

   Good Decision?
      May 2007 – Xen 3.1 released with new features
          32bit-on-64bit guest support
          COW disk support (borrowed from qemu)
      July 2007 – XenSource kernel patches in
      mainstream starting with 2.6.23
      July 2007 - Security Issues with Virtualization
      (including Xen)
Aplura Case Study

   Our Solution
      Dell PowerEdge 1850, 2GB RAM, Hardware RAID
      Hardened Debian 4.0 as Dom0
      Debian 4.0 as DomU, each in a LV
      Created standard image for additional DomUs
      Option to use other OS for DomU
Aplura Case Study

   Issues:
      Overall Smooth Install
      PAE mismatch
          Kernel and Xen Hypervisor must match
          That bit me once
      Limited IP addresses required NAT
          Configured NAT in Xen Config
          Trick was to modify DomU scripts to open/close ports in
           firewall
Aplura Case Study

   Lessons Learned
      More RAM is good
      Be careful with Distro upgrades
          Caused PAE mismatch
      Use LVMs
          Snapshots
          Less overhead than a loopback file image
      Xen Networking is not straight-forward
      Xen has worked very well for our purposes
Roadmap to Success
Instead, Avoid Problems
Recommendations

   Hardware
     Lots of RAM (the more, the better)
     VMEs on non-system disk
         RAID stripe is even better
     For Full Virtualization:
         Intel-VT (Vanderpoole)
         AMD-V (Pacifica)
More Recommendations

   Disable Unneeded Services
      Should do that anyway
   Use LVM
      Easy Backups with Snapshots
      Easy to Expand with ext3
      Less overhead that a looped back filesystem
   Build and Reuse Stock Images
      Faster Deployment
Tips

   For Debian Installations
      Use debootstrap
          Fast install
          Works well
          Requires post-configuration
   For RPM-based distros:
      Use virt-install or virt-manager
          Performs complete install
      rpmstrap not well maintained
More Tips

   losetup is useful when dealing with file images
   kpartx is even better
      Part of multipath tools
      Normally used by hotplug on block devices
      Works with Virtual Block Devices (VBDs)
Simple Tricks

   Unique MAC address based on date
      echo 0A:$(printf "%02X:%02X:%02X:%02X:%02X"
      $(date +"%-y %-m %-d %-H %-M"))

   Create a large disk image quickly
      dd if=/dev/zero of=NAME.img bs=1M seek=4096k count=1

   Convert file image to LVM image
      bzcat <image>.bz2 | dd of=/dev/VG/LV bs=5M
      Then, run fdisk on the partition
More Tricks

   Convert VMWare Image to raw disk image
      Use qemu-img from qemu project
          qemu-img convert -f vmdk <image>.vmdk -O raw <image>.raw
      May need to ”Clean” the image after it is converted
          Add modules
          Install xen libraries
More Tricks

   Convert Xen image to Other Platform
      qemu-img
      vditool (convert to VirtualBox format)
      VMWare Converter
One More Trick

   Use PCI Hardware from inside DomU
      Use lspci to determine pci id
      Disable in Dom0
          Disable at boot with pciback.hide option
          Disable in /etc/modprobe.conf
      Enable in DomU
          Use pci option in config file
Gotchas!

   Video Drivers
      Both ATI and Nvidia will not compile with Xen
   Mixing Virtualization Products
      Can't run VirtualBox or Vmware on XEN
      Probably a good thing
Things That Got Me

   NAT issue
      Needed to disable the transmit checksum in DomU
      ethtool -K eth0 tx off
   Run disk-based VMs on ext3 filesystem
      Corruption on XFS partition
   PAE mismatch
      Debian kernel changed to PAE
      Xen w/ PAE not installed automatically
Other Issues

   Xen Documentation is Terrible
      Unorganized Wiki
      Can't find Xen 3.1 docs
   Network Setup can be a Pain
      libvirt is helping
   Inconsistencies In Full Virtualization
Demos

   kpartx
   Generate MAC address
   Windows on XEN
Parting Thoughts

   Xen + Laptop = Headache
   Be Patient
   Huge Improvements in the near future
   For Now:
      Use VirtualBox or VMWare on Desktops and Laptops
      Xen, OpenVZ or VMWare Server on Servers
Resources

General
     Virtualization at Wikipedia
     Red Hat Virtualization HQ
     KVM vs. Xen and VMWare
Resources (cont.)

Sources of virtual appliances
     rpath.org
     http://virtualappliances.net
     VMTN
     http://jailtime.org/
Resources (cont.)

Conversion
    VMWare to VirtualBox
Resources (cont.)

Cool Virtualization Software
    Trustware BufferZone
    OpenVZ
    Xen Source
    VirtualBox
    VMWare
    Qemu
More Xen Resources

   HVM compatible Processors
   Another Xen Networking Guide
   Virtualization Dashboard

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Aplura virtualization slides

  • 2. About Me Dan Deighton CISSP, CISA, RHCE,... Co-founder of Aplura ddeighton@aplura.com
  • 3. Agenda  Overview of Open Source Virtualization  Real World Example  Tips, Tricks and Gotchas  Demo
  • 4. Reasons to Virtualize  Cost Savings Server Consolidation Fully Utilize Hardware Investment Lower Admin Cost  Test Environment Cost and Time Savings  Training Environment Cost and Time Savings
  • 5. Reasons to Virtualize (cont)  Green Computing Movement  Security Increased Availability Isolate Applications/Services  It is COOL!
  • 6. Why Not?  Need Maximum Performance Standalone OS will outperform a Virtual OS  Security Smart Malware can detect VME and react ”Break-out” of the Guest OS is possible
  • 7. Types of Virtualization  Application Level Virtualization  Emulation  Full Virtualization  Hardware Enabled Virtualization  Paravirtualization  OS-Level Virtualization
  • 8. Terms  Hypervisor (Virtual Machine Monitor, VMM): Manages Virtual Environments Type 1 – Runs directly on Hardware Type 2 – Runs within an OS environment  VME – Virtual Machine Environment, Guest  Dom0 – Xen term for Privileged Domain Controls other domains By default, only domain with hardware access  DomU – Xen term for VME
  • 9. Application Level Virtualization  Isolated environment for each Virtual instance  Single Host OS (only 1 OS license required)  Examples: Sun Java VM MS SoftGrid Trustware BufferZone*
  • 10. Emulation  Simulates All Hardware  Run Unmodified Guests  Can Emulate a Different Architecture  Examples: PearPC Bochs Qemu without Acceleration
  • 11. Full Virtualization  Simulates Hardware to Run Unmodified Guests  VME uses the same Architecture as the Host  Examples: VMWare WS QEMU w/ KQEMU Virtual PC Virtual Iron KVM VirtualBox*
  • 12. Hardware-enabled Full Virtualization  Full Virtualization + ability to offload some work  Allows ”near native” performance  Intel-VT or AMD-V egrep -e "vmx|svm" /proc/cpuinfo  Examples: VMWare Fusion (and other versions?) Parallels Xen using HVM
  • 13. OS Level Virtualization  Host and all VMEs run the same OS  Same kernel is reused for each VME  Examples: Virtuozzo/OpenVZ* Solaris Containers (or Zones) FreeBSD jails
  • 14. Paravirtualization  Virtual OS aware that it is virtual  VME collaborates with Hypervisor  Uses an API to interact w/ host  Guests must be modified  Runs on ”regular” hardware  Examples: Xen Sun Logical Domains
  • 15. Aplura Case Study  Hazardous Mail Mitigation Service Linux Hosted Mail Servers Physical Systems Hosted at Data Center Need Room to Grow  Other Managed Services in the Future
  • 16. Aplura Case Study  The Problems: Limited Rack Space  Each New RU Costs More Need for Multiple Systems w/ option to expand Need to Maximize Server Utilization Need to Isolate Services Wanted Flexibility
  • 17. Aplura Case Study  Virtualization Options OpenVZ Xen
  • 18. Aplura Case Study  OpenVZ Open source Basis for Virtuozzo (Commercial Version) Fast Live Migration Need custom kernel (provided by project) Major distros do not include OpenVZ
  • 19. Aplura Case Study  Xen Open source XenSource (Commercial Version) Major distros starting to support it  Red Hat, Debian, Sun, etc Flexibility to install different Operating Systems Paravirt and Full Virtualization Live Migration Not as scalable as OpenVZ
  • 20. Aplura Case Study  Xen is our winner Distro support is a big advantage Debian provides xen tools and kernels Big company support also a huge plus  Red Hat commited to Xen. Contributing with libvirt, virtsh and VirtManager  Sun working with Xen. Solaris Dom0 (host) and paravirt DomU (guest) possible.
  • 21. Aplura Case Study  Good Decision? May 2007 – Xen 3.1 released with new features  32bit-on-64bit guest support  COW disk support (borrowed from qemu) July 2007 – XenSource kernel patches in mainstream starting with 2.6.23 July 2007 - Security Issues with Virtualization (including Xen)
  • 22. Aplura Case Study  Our Solution Dell PowerEdge 1850, 2GB RAM, Hardware RAID Hardened Debian 4.0 as Dom0 Debian 4.0 as DomU, each in a LV Created standard image for additional DomUs Option to use other OS for DomU
  • 23. Aplura Case Study  Issues: Overall Smooth Install PAE mismatch  Kernel and Xen Hypervisor must match  That bit me once Limited IP addresses required NAT  Configured NAT in Xen Config  Trick was to modify DomU scripts to open/close ports in firewall
  • 24. Aplura Case Study  Lessons Learned More RAM is good Be careful with Distro upgrades  Caused PAE mismatch Use LVMs  Snapshots  Less overhead than a loopback file image Xen Networking is not straight-forward Xen has worked very well for our purposes
  • 27. Recommendations  Hardware Lots of RAM (the more, the better) VMEs on non-system disk  RAID stripe is even better For Full Virtualization:  Intel-VT (Vanderpoole)  AMD-V (Pacifica)
  • 28. More Recommendations  Disable Unneeded Services Should do that anyway  Use LVM Easy Backups with Snapshots Easy to Expand with ext3 Less overhead that a looped back filesystem  Build and Reuse Stock Images Faster Deployment
  • 29. Tips  For Debian Installations Use debootstrap  Fast install  Works well  Requires post-configuration  For RPM-based distros: Use virt-install or virt-manager  Performs complete install rpmstrap not well maintained
  • 30. More Tips  losetup is useful when dealing with file images  kpartx is even better Part of multipath tools Normally used by hotplug on block devices Works with Virtual Block Devices (VBDs)
  • 31. Simple Tricks  Unique MAC address based on date echo 0A:$(printf "%02X:%02X:%02X:%02X:%02X" $(date +"%-y %-m %-d %-H %-M"))  Create a large disk image quickly dd if=/dev/zero of=NAME.img bs=1M seek=4096k count=1  Convert file image to LVM image bzcat <image>.bz2 | dd of=/dev/VG/LV bs=5M Then, run fdisk on the partition
  • 32. More Tricks  Convert VMWare Image to raw disk image Use qemu-img from qemu project  qemu-img convert -f vmdk <image>.vmdk -O raw <image>.raw May need to ”Clean” the image after it is converted  Add modules  Install xen libraries
  • 33. More Tricks  Convert Xen image to Other Platform qemu-img vditool (convert to VirtualBox format) VMWare Converter
  • 34. One More Trick  Use PCI Hardware from inside DomU Use lspci to determine pci id Disable in Dom0  Disable at boot with pciback.hide option  Disable in /etc/modprobe.conf Enable in DomU  Use pci option in config file
  • 35. Gotchas!  Video Drivers Both ATI and Nvidia will not compile with Xen  Mixing Virtualization Products Can't run VirtualBox or Vmware on XEN Probably a good thing
  • 36. Things That Got Me  NAT issue Needed to disable the transmit checksum in DomU ethtool -K eth0 tx off  Run disk-based VMs on ext3 filesystem Corruption on XFS partition  PAE mismatch Debian kernel changed to PAE Xen w/ PAE not installed automatically
  • 37. Other Issues  Xen Documentation is Terrible Unorganized Wiki Can't find Xen 3.1 docs  Network Setup can be a Pain libvirt is helping  Inconsistencies In Full Virtualization
  • 38. Demos  kpartx  Generate MAC address  Windows on XEN
  • 39. Parting Thoughts  Xen + Laptop = Headache  Be Patient  Huge Improvements in the near future  For Now: Use VirtualBox or VMWare on Desktops and Laptops Xen, OpenVZ or VMWare Server on Servers
  • 40. Resources General  Virtualization at Wikipedia  Red Hat Virtualization HQ  KVM vs. Xen and VMWare
  • 41. Resources (cont.) Sources of virtual appliances  rpath.org  http://virtualappliances.net  VMTN  http://jailtime.org/
  • 42. Resources (cont.) Conversion  VMWare to VirtualBox
  • 43. Resources (cont.) Cool Virtualization Software  Trustware BufferZone  OpenVZ  Xen Source  VirtualBox  VMWare  Qemu
  • 44. More Xen Resources  HVM compatible Processors  Another Xen Networking Guide  Virtualization Dashboard