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June 26, 2008 12:00 AM

Bringing iSCSI SAN and Virtualization Together

Improve long-standing processes while streamlining your systems
Windows IT Pro
InstantDoc ID #99229

Working with Virtual Server
I first configured a couple of VMs on one of the server’s local disks and made sure they were completely configured and operational before adding the SAN volumes to the server. Then, I migrated the existing VMs to the new SAN volume, using the method that follows.

First, to make the job of moving any VM easier, I recommend performing a clean shutdown of the VM. You can use the Virtual Server Administration Web site, which Figure 2 shows, to perform clean shutdowns of the systems you want to move. Now, assuming you’re moving all your VMs to another volume, you’ll want to change the MYVIRTUALSYSTEMS environment variable to the new path where your VM files will reside. (See the Microsoft article “The My Virtual Machines folder and virtual machine performance issues” in the Learning Path for further information.) VMs are essentially made up of two files—a VHD file (the virtual hard disk) and a VMC file (an XML description of the VM’s configuration parameters). If you configure multiple drives within your VM, or if you’re using undo disks or differencing disks, more than one VHD file will exist.

When you’re moving VMs from one location to another on the same host, and you want to keep the VMC and VHD file together, it’s easiest to remove the VM from Virtual Server Manager, then re-add it by entering the path to the location to which you copied the VHD and VMC files. This applies when the drive letter, folder name or filename, or another element of the path changes. After you add the system, you need to configure the new path to the VHD files by choosing the Configure option and selecting your newly moved system. In the configuration window, select the Hard disks item and modify the Fully qualified path to file value to reflect your new VHD location. You might also want to add or remove search paths as appropriate from the Virtual Server Manager’s Server Properties menu.

Now that you’ve moved your VM’s VHD and VMC files to a volume located on a SAN, you can use a similar process to move VMs to another host, without needing to copy the data. For example, suppose you’re replacing an old server that hosts a number of VMs. You can provision the new hardware, install the necessary software (including Virtual Server), and prepare it to connect to the iSCSI SAN. When the new server is ready to go into production, cleanly shut down the VMs, dismount the SAN volume from the old server, and mount it on the new server as discuss in the “Configuring SAN Volumes for Windows Virtual Server” sidebar. With proper planning and preparation, your VMs shouldn’t be offline for more than 10 or 15 minutes. You can use similar techniques for disaster recoverability, but more comprehensive approaches are available through third-party backup vendors. Also, Windows Server 2008’s new Hyper-V technology promises advanced, centralized VM management capabilities.

Working with ESX Server
As I did with Windows Server, I started by configuring a couple of VMs on a local disk on the ESX Server system. I performed these steps through the VMware Infrastructure Client, which Figure 3 shows. After configuring some SAN targets and formatting them with Virtual Machine File System (VMFS, as I discuss in the “Configuring SAN Volumes for VMware ESX Server” Webexclusive sidebar), I manually moved a VM to the new volumes by using the manual method proposed by VMware in its Knowledge Base article “Manual Migration Procedure for Moving a Virtual Machine on ESX Server” (see the Learning Path).

I found a utility called FastSCP from Veeam Software that simplifies this manual process with a GUI interface. Like the Windows virtualization scenario, the VMware process of getting the virtual files onto a SAN volume gives you more portable and flexible management and recoverability, but to gain the best leverage of an iSCSI SAN in a VMware environment, you need to purchase VMware’s VMotion add-on. VMotion lets you migrate an entire VM to a new host without needing to move the associated virtual disk files from their location on shared storage. VMotion automates this entire process and can perform it on hot or cold VMs. Whether or not you’re able to take advantage of VMware’s advanced add-on functionality, just getting your VMs onto SAN-based storage will give you the level of data protection afforded by the SAN hardware and features that your SAN vendor offers.

SAN Data Protection
In addition to the shared-storage and portability advantages that a SAN brings to virtualized environments, the advanced availability and data-protection features that most vendors offer can yield numerous benefits. Vendors take varying approaches to licensing features on their platforms. Some offer a la carte options that you can pay for as you need them, whereas others, such as Dell, sell their products with every feature enabled.

You can use snapshot technology, which quickly creates a copy of a volume’s contents at a specific point in time, for instant or scheduled backups. Because snapshot operations happen quickly and because snapshots can be mounted as separate volumes, they can be useful in testing and migration operations. Some platforms also feature integration with Microsoft’s Volume Shadow Copy Service (VSS) framework, which enables snapshot backups that ultimately offload the backup process from application servers.

Replication is another technology that offers simplified data protection in a SAN environment. You can use replication to create point-in-time copies of one SAN array or group and move them to another array or group in a physically separate location. Because iSCSI runs on Ethernet, the distance between these replica partners can be virtually unlimited, offering a strong measure of protection against natural disasters or other catastrophes. Depending on the situation, you can make either replica partner the primary storage entity and you can synchronize any changes once both sites are back online. Some vendors have highly customized variations of this technology that perform realtime striping of data across physical units in geographically separate locations.

Finally, MPIO—which lets a server use more than one read/write path to an iSCSI storage device—is a technology that provides fault tolerance against single points of failure in switch or NIC hardware or cabling. Multipathing can also provide loadbalancing of SAN traffic, resulting in performance improvements in high-utilization iSCSI implementations.

More iSCSI SAN/Virtualization Benefits
SANs and virtual environments complement each other in quite a few ways; in fact, I won’t be able to do them justice in one article. However, two notable capabilities to consider are booting from SAN and iSCSI VM clustering.

Booting from SAN. Booting servers directly from a SAN is an alternative to provisioning physical servers that have a local disk with an OS installed, offering numerous benefits related to reliability, disaster recoverability, simplified backup, and manageability. Booting from an iSCSI SAN is most easily accomplished with a dedicated HBA, but you can find solutions to configure boot from SAN for standard NICs.

Clustering. Virtual Server guest clustering is a technology in which VM nodes communicate with their shared storage via iSCSI to accommodate failover from one VM to another. This relatively low-cost clustering scenario provides high-availability implementations for VMs and offers a better means for applying patches and conducting other hardware or software maintenance.

One-Two Punch for the Future
Of course, not every SMB IT organization has the budget to deploy a new iSCSI SAN and virtualization infrastructure. The key is to recognize the potential of each technology and the advantages of having both. Then, plan your roadmap to get the most out of incremental investments in these technologies—with an eye toward the ultimate goal of full-scale deployment of both.



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Comments
  • RYAN
    4 years ago
    Jul 19, 2008

    "iSCSI clustering is not supported on iSCSI or NFS disks" per the "vi3_301_201_mscs.pdf" document on vmware.com.

  • Devin
    4 years ago
    Jul 09, 2008

    Why use iSCSI if it's just going to be a file-level storage system? That's barely scratching the surface of the potential for iSCSI and virtualization.

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