So, earlier this week I wrote a blog about Clabby Analytics Analyst Joe Clabby’s report spelling out a handful of reasons why Microsoft’s Hyper-V is going to take the lead in the virtualization market away from VMware Inc. over the next five years.

I received a lot of feedback on this blog from people defending VMware, and thought, why not get some Hyper-V users to talk to me about the product - how it performs, its related management tools, features, etc. I asked Microsoft’s press team to send some users my way for interviews, and about a week later Microsoft’s “Rapid Response” team sent me a couple of links to case studies.

Thanks, but I would like to interview some users myself, outside of Microsoft filters. How about at least sending me the contact info for the users profiled in these case studies?

Microsoft’s response was, “Unfortunately regarding direct contact information for the Hyper-V case studies, we have no further information to share.”

What? Really?

This strikes me as odd because Microsoft’s competition, VMware and even smaller virtualization companies like Virtual Iron refer me to real users to interview about their products.

Does this mean that Microsoft doesn’t have the same level of product confidence as the competition? VMware has offered plenty of customer references, and while those users do complain about the acquisition cost of VMware’s software, I don’t think I’ve heard any serious gripes about the product itself.

So I am interested in hearing from Hyper-V users about its performance, because as users and analysts have said, Microsoft won’t sail past VMware on price alone.

The Sun xVM VirtualBox Guest Additions host and guest driver integration suite optimizes the guest experience in a way similar to the VMware Tools installation. The virtualization suite installs within the guest operating system with a small footprint on most of the supported platforms within VirtualBox. Let’s take a quick look at how the Guest Additions installation considerations on a Windows guest system within VirtualBox.

The Guest Additions installation is launched via the virtual machine (VM) console from the devices menu. During this task, one of the VM’s optical drives will be directed to use the Guest Additions .ISO image kept locally. The install is vary straightforward, and the native drivers are updated with the optimized drivers for the video, fixed disk, audio, optical drive and other system components. The networking drivers will likely remain unchanged after installing the Guest Additions package within the VM. Among the unique features of VirtualBox compared to other products is the option to choose among four device types presented to the VM. The Intel Pro and AMD PCnet device options will have different compatibilities with various guest operating systems. Check out last week’s SearchServerVirtualization blog entry about related networking topics on VirtualBox.

Once Guest Additions is installed, the experience is markedly improved on the guest VM. The easy way to see if it is running is to look in the Windows system tray as shown in the figure below:

Note that hovering over the tray icon also gives you the version running on the guest operating system. That is a nice feature if you are using VMs created in VirtualBox 1.6.0 or another mixed environment. If you want to retrieve the current version of Guest Additions in a scripted fashion, the following command would be run:

VBoxControl getversion

This command is located by default in the Program Files\Sun\xVM VirtualBox Guest Additions path. VirtualBox commands are generally the same across platforms, so the same command on a Linux host would retrieve the version running locally.

Guest Additions is available on Windows NT, 2000, Server 2003, Vista and XP. Windows Server 2008 functions correctly in my experience, though it is not explicitly listed as a supported platform in the VirtualBox documentation. It is also is available for Linux and Solaris platorms.

Guest Additions is included with the VirtualBox 1.6.2 product and is available for download from the Sun website.

Clabby Analytics analyst Joe Clabby is 100% convinced that Microsoft’s Hyper-V will take over VMware in market share over the next three to five years, and makes some strong points for this in his recent report, Six Reasons Why Microsoft’s Hyper-V will Overtake VMware to Become the Major Player in the x86 Server Virtualization Marketplace.

The report came out prior to the shake-up at VMware on July 8, when the company announced that its Board of Directors replaced VMware co-founder and CEO Diane Greene was being replaced, and then lowered its revenue forecast.

VMware had the vision to see the value of virtualization and took the technology to the top unchallenged due to strategy, innovation and sales execution, but that ride is about to come to an end, Clabby said.

“With the introduction of Hyper-V by Microsoft, VMware is about to experience some very serious competition from a vendor with deep pockets, with a massive worldwide marketing and sales organization, with major market penetration across Fortune 500 and small and medium business markets, and with extensive and complementary infrastructure and management product depth,” Clabby reported.

Among the reasons Clabby believes Microsoft will crush VMware are that Microsoft already has an expansive installed base, a mammoth network of direct sales and indirect business partners, and is offering lower prices alternatives to VMware’s hypervisor and related infrastructure/management software products.

Unfortunately, I have to agree. History tends to repeat itself, and this has been Microsoft’s strategy for a very long time: see a great technology, copy it, and outprice the rest of the market.

Vanity Fair’s July issue had a great article that illustrates this, called “How the Web was Won” that looks at the eveolution of the Internet over the past 50 years, including details of how Microsoft took over Netscape Navigator by developing Internet Explorer.

The computer programmer known for founding Netscape Communications, Lou Montulli, told Vanity Fair, “From a scientific point of view none of us really respected Microsoft. There was definitely a sense of: They’ve put out of business three or four major companies, and they did it simply by copying what they did and outpricing or outmaneuvering them in the market. This is a general feeling of computer scientists everywhere, that Microsoft doesn’t tend to innovate as much and really just enters the market late, takes it over, and then stays at the top.”

Pricing aside, Microsoft already has a massive installed base.

“It will leverage this installed base, and price its products to out-function/undercut VMware’s pricing,” Clabby wrote. “The computing industry saw this same situation arise when Citrix built a leadership base for its terminal server products — only to have Microsoft enter the market and claim significant marketshare after Citrix pioneered the terminal server marke umbrella. Almost the exact same situation is about to happen again — this time between VMware and Microsoft.”

Microsoft also has a packaging advantage with its Hyper-V hypervisor, as it can be delivered with every single version of 64-bit Windows Server 2008, and installing Hyper-V is a cake walk, according to Clabby.

“A box simply needs to be checked during installation and Hyper-V becomes active. By not requiring IT buyers to find/acquire/download additional virtualization software, the job of deploying and testing virtualization within a Windows Server 2008 is greatly simplified. VMware cannot counter this packaging advantage,” Clabby wrote.

The most damning problem for VMware, according to Clabby, is product depth.

Though VMware has the advantage of technologies like VMotion, to move live VMs, and all of the handy add-on management and infrastructure software integrated into VMware, Clabby said Microsoft’s management and infrastructure is far deeper.

Microsoft’s Systems Center product portfolio inlcludes systems management tools like Configuration Manager; Operations Manager; Data Protection Manager; Virtual Machine Manager; System Center Essentials; Capacity Planner, and the list goes on, ad nauseum.

Besides all of those points, Microsoft is a $51 billion dollar software company and VMware’s revenue is just over $1 billion.

In short, given its deep pockets, large installed base and virtualization strategy, it is safe to say Microsoft will, once again, be laughing all the way to the bank.

If you have not noticed, I have been on a Sun xVM VirtualBox kick recently. I think it is beneficial to virtualization administrators and managers to be familiar with at least two hypervisors — so why not learn more about xVM?

VirtualBox has a smooth interface for a version 1 release, but the one area that would require the most adjustment is the virtual networking. Let’s take a closer look at network functionality in VirtualBox.

Virtual networking on VirtualBox has a few key differences that VMware users would need to develop an understanding about before fully utilizing the potential of the product. The first difference is the concept of the virtual networking hardware. VirtualBox allows a virtual machine (VM) to have one of four network interface cards virtually assigned. These are the AMD PCNet PCI II, AMD PCNet FAST III, Intel Pro/1000 T and the Intel Pro/1000 MT. This array of virtual adapters allows a VM to have broad support for multiple operating systems, but the corresponding bridging functionality may make network administrators a little uneasy.

Spanning Tree
For Windows systems, VirtualBox uses a spanning tree algorithm from the native operating system bridging that may cause issues on systems with multiple interfaces in managed network environments. The bridged network functionality puts the VMs on the same physical network as the VirtualBox host system. In this fashion, a VM would be able to retrieve a DHCP network from the physical network and interact as if it were placed on the network parallel to the host. Windows XP and Server 2003 products’ bridging functionality is explained on the TechNet website.

Another key difference is that in order for a VM to use the bridged network is the addition of a bridging interface. Adding an interface is fairly straight forward with the use of the VBoxManage command. The following command would add a bridging interface named “VM-Bridge”:

VBoxManage createhostif "VM-Bridge"

Once this command is completed, the VM-Bridge interface is now present in the network connections inventory of the Windows control panel. Then a VM can be configured to use bridged networking with the newly created interface as shown in the figure below:

At this point, the VM-Bridge interface can transparently place the VM on the same network as the host when the Windows bridged connections are correctly configured. Note also that in the network configuration you can fully edit the MAC address of the VM. While exceptionally convenient, this can introduce risk for some environments and situations.

Now that we have gone through a quick look at VirtualBox’s implementation of bridging network connections for VMs, I would have to nudge the VMware products to be a little more seamless in the category of bridged networking. By having the VMware bridge protocol binding used instead of a separate series of adapters for the same purpose, VMware’s bridging fits better for most environments.

Make no mistake, the comprehensive VirtualBox networking implementation is fully competitive with VMware. There is much more to the VirtualBox networking implementation available for download in the online user guide in section 6.

Sun xVM VirtualBox for Windows offers the capability to import VMware-based VMDK files into a virtual machine (VM), making a migration or cross-platform deployment quite enticing. VirtualBox 1.6.2 does not yet support the Open Virtual Machine Format (OVF) implementation; however, native handling of the VMDK files will suffice for most situations. Let’s go through importing a VMDK file for use in VirtualBox.

The critical tool in VirtualBox is the Virtual Disk Manager (VDM) for disk access. For most of us with a VMware-centric background, this will be a new concept. The VDM is a single tool where all virtual disks are inventoried. This can span multiple locations as well as multiple disk types - such as floppy, CD-ROM, and hard drives. Further, for the hard drive inventory, it is ubiquitous as to whether the disk is a VMware VMDK file or a VirtualBox VDI file. The figure below shows the VDM with an inventory of both VMDK and VDI files:

When a VM is created (or when modifying and existing VM), the drive inventory can be specified to create a new virtual disk or use a disk that is listed in the VDM inventory. By managing the virtual disks within the VDM, the VMs can pull directly from this inventory based on your configuration. The VDM can provide disks of all types from remote locations, such as a UNC path or a mapped drive.

There are a few important notes on the use of VMDK files within VirtualBox. First is that the snapshot functionality is not yet supported for VMDK files within VirtualBox. Second, if you intend to boot from the VMDK file, the VM may need boot device modifications. And lastly, the VMDK is modified when used by VirtualBox, so if you go back to using it with a VMware product, depending on what you have done to it - it may not be accessible. For non-boot drives, this should be a transparent exchange.

More information on the use of VMDK files within VirtualBox can be found in the online user guide for VirtualBox in section 5.4.

Attention, college students: your tuition may soon decrease!

Well, maybe not. However, VMware Inc. reported today that 900 universities including top tier schools such as Harvard and Yale are saving big bucks using VMware Inc. virtualization.

Many renowned universities that have deployed VMware to reduce capital and operating costs, increase application and system uptime, decrease power consumption and improve disaster preparedness include Cambridge, Princeton, Stanford, Purdue, the University of Maryland, the University of Auckland, and the University of California campuses at Berkeley, Los Angeles and San Diego.

These schools and hundreds more around the world are running their mission-critical enterprise applications, database systems, and education-specific applications such as CollegeNET and the Blackboard Academic Suite in VMware virtualized environments, the company reported.

Others are using VMware for disaster recovery (DR).

Bowdoin College in Maine partnered with Los Angeles-based Loyola Marymount University to build a co-located datacenter for cross-country DR. By partnering and using VMware to create back-up systems, the schools have achieved higher availability and better load balancing, with more than 70% of their environment virtualized and more than 100 virtual machines (VM). They are saving $15,000 in annual server maintenance and have avoided $500,000 in hardware costs, according to VMware.

Ohio State University has been a VMware virtualizatiton customer since 2003 when the College of Humanities needed to upgrade its IT infrastructure and found there was not enough room to expand. After deploying VMware virtualization, the College was able to meet its upgrade needs with 54 VMs running on three physical host servers. The college avoided $160,000 in hardware costs and cut server provisioning time down from three weeks to five minutes, and the IT staff can now manage all of its VMware VMs from a single console.

Clearly, the education sector is a strong market for VMware, as there are now 900 universities and colleges using the virtualization platform. Because of this, VMware created a free online tool called VMware Academic Program staffed with IT professionals from higher education facilities to answer questions about overall IT best practices. In addition to these experts, the site also includes case studies to help understand how others have implemented VMware.

In last week’s blog, I wrote about my first experiences with Sun’s xVM VirtualBox 1.6.2. I  like the interface and the features available to this free desktop virtualization product. Among these great options is one that lets users configure the VirtualBox server to view virtual machines remotely with VRDP, or VirtualBox Remote Desktop Protocol.

VRDP is a compatible implementation of Microsoft’s Remote Desktop Protocol (RDP) that is configured for easy console access to the guest platform from remote systems. This is different from a web-based interface that the competition has in that it is configurable per virtual machine. Let’s take a look at how to configure VRDP for a virtual machine in these steps below.

The first step is to enable VRDP, or remote console as it is called within the interface. By default, VRDP is disabled for all virtual machines and is enabled with a specified security method. The security methods are referred to as null, guest and external. The null method is a no-security model in that any VRDP connection will be accepted, and this configuration is documented by Sun as being designed for a testing and private network only configuration. To enable VRDP on a virtual machine, click on the settings tab while the virtual machine is powered off and configure the remote display option:

Once VRDP is configured, the virtual machine will accept connections the next time it starts. The tricky part is the port and IP address configuration. On default configurations, 3389 would be used for the VRDP session on the host. If your host is a Windows system and is running Remote Desktop, another port should be specified. VRDP can also remotely start the virtual machine with VboxHeadless headless command. Once the virtual machine is running, a connection is made to the host system running VirtualBox and the specified port if not 3389. This connection will provide the redirected console within a standard rdesktop or mstsc session, and will be at all states and regardless if the guest is using a network interface. In this configuration, an operating system could be installed and the virtual BIOS can be accessed as well as other tasks below the operating system.

More information on the VRDP implementation can be found in the VirtualBox online user manual from the VirtualBox community website in section 7.4.

This blog post was written by Megan Santosus, features writer for SearchServerVirtualization.com.

By now, server virtualization has pretty much proved its mettle as a way to consolidate data centers and reduce costs. As virtualization has gone mainstream, some of the management challenges have become top of mind. Consider the situation for a senior IT manager at a financial services company, who spoke on the condition of anonymity. “Virtualization is great stuff,” he said. “But it does change the way you manage things.”

Two years ago, the financial services company began implementing virtualization — specifically VMware and ESX Server, although the company has since deployed virtualization with Sun Solaris clusters. At that time, the company realized that it had a gap in virtual server management capabilities. “We are making a large push with ESX servers, and we want to manage them holistically with some of the other servers in our environment,” the IT manager said.

To that end, four months ago the company began beta testing CA Advanced Systems Management r11.2; the company already uses the previous version of the software, and one of the enhancements with 11.2 is integration with VMware VirtualCenter. By installing an agent on VirtualCenter and another on the CA management server, the company now collects and aggregates the performance data for virtual machines into a centralized Web-based system. “We take the performance data on the physical ESX server and provide that to our capacity team so they can plan and manage our virtual environment,” the IT manager said.

For the capacity team, virtualization means being able to figure things out in advance such as how many hosts can run on an ESX server, what’s the footprint of the application, and whether it’s best to put components on the same physical box or spread them out. “We can now give the capacity team performance data they need to make the decisions about moving things around,” the IT manager said. Rather than planning, the IT manager likens the process now to capacity modeling. “If we want to move virtual servers running Oracle, Apache and Weblogix, we look at the performance data to make our decisions.”

On Monday, June 9, Symantec Corp. of Cupterino, Calif., announced the release of Veritas Virtual Infrastructure (VxVI), a server and storage virtualization product built on Citrix Systems Inc.’s XenServer technology. By exploiting Veritas’ block storage management model, VxVI hopes to compete with VMware-Infrastructure-3-in-production environments by offering increased capabilities for storage and availability-critical systems.

The new Xen-based virtual infrastructure platform from Symantec provides storage management and high availability with cross-platform connectivity for the virtual data center. It’s essentially XenServer with the Veritas storage management layer on top — all wrapped in a Symantec management console.

According to Symantec Senior Vice President of Storage and Availability Management Rob Soderbery, the time is right for a product that addresses the needs of testing and development, needs that have been underserved by VMware. “Users understand the storage management challenges with VMware,” he said. Symantec has delivered something “fundamentally new” in how server virtualization works with storage management, he noted.

The key difference between VMware and Veritas is in how each handles virtual machines (VMs). Soderbery argues that the Virtual Machine File System (VMFS) file-based system that VMware uses can’t compete with the block storage system of Veritas VxVI.

As enterprises build out the x86 data center, Symantec’s product seeks to serve those who want to bring physical capabilities into the virtual environment. Veritas Virtual Infrastructure brings dynamic storage layouts, enclosure and array mirroring and storage-area network (SAN) multipathing/load balancing to server virtualization, adding features such as shared VM boot images with which Symantec hopes to lure VMware customers that are not satisfied with the storage capabilities of the leading server virtualization platform. 

Soderbery says that VxVI will work well with Microsoft’s forthcoming Xen-inspired hypervisor, Hyper-V. “Microsoft has done something pretty interesting here in being open to the Xen community and encouraging the Xen community to be open with Microsoft,” says Soderbery. “Veritas Virtual Infrastructure is technology that we can apply across the Xen ecosystem and Hyper-V as well.”

With another Xen-based virtualization product on the market engineered to be more compatible with the forthcoming Hyper-V, VMware may feel the pinch as users see more options with the other big players in the server virtualization market. But will the $4,595 per two-socket server for Veritas discourage VMware users from even running a demo?

What do you think? If you plan on deploying Veritas VxVI, we want to hear from you. Send us your thoughts via email.

If Hyper-V doesn’t convert the VMware faithful as soon as Microsoft makes its hypervisor generally available later this year, it may get a little help from its friends: Xen-based virtualization platforms.

Some like IT consultant Ardalan Dlawar believe that Microsoft will leverage support for Xen-based platforms to increase competition with VMware. “And Xen will have more third-party support and fewer compatibility issues,” according to Dlawar.

Despite user arguments that ;Hyper-V will have to deliver more than a lower price tag to win users, Hyper-V will certainly get consideration from many VMware customers. While organizations want to maximize their VMware investment, especially enterprise customers which deploy tens or hundreds of VMware virtual machines, Hyper-V evals will most likely be deployed, according to Andi Mann, the research director at Boulder, Colo.-based Enterprise Management Associates (EMA).

Based on a survey of more than 600 enterprises, EMA found about 30% of enterprises have already planned a Hyper-V deployment even with Hyper-V’s general availability several months away. In addition, Microsoft is actually within 10% of VMware in current and planned enterprise deployments according to EMA’s data. Also consider this EMA finding: Xen-based platforms already account for more than 40% of current or planned deployments, the data suggests that the market demand for VMware alternatives won’t disappear.

“VMware is still way out in front in server virtualization,” said Mann, “but both Microsoft and Citrix Systems are definitely catching up.”

Of course, VMware and Microsoft aren’t the only options available. As managers continue utilizing toolsets available from Xen-based products such as Citrix’s XenServer and Virtual Iron Software, VMware and Microsoft are both working on tool sets that enable users manage their virtualization counterparts respectively.

“Both VMware and Microsoft understand that they are not going to be the only players on the market, they recognize that customers are leveraging their competitors’ technology in different parts of their businesses,” according to Adnan Hindi, the VP of operations at ScienceLogic in Reston, Va. Hindi said that companies like his, which produces cross-platform appliances, will benefit from multiple-platform virtual landscapes. As shops continue to see benefit in the utilities that Xen-based products offer, Hindi sees a universal virtualization tool set ultimately working itself out; these tools would essentially equalize platforms in the market and dilute decision making in choosing a virtualization platform largely down to cost.

Over the past year, there’s been a lot of talk about VMware’s cost of VMware. But the price of VMware Server is right for small businesses, said Brett Riale, an IT consultant in Pittsburgh, who feels “truly blessed that programs as functional as VMware Server have been released for free.” Riale is hesitant to trust another Microsoft virtualization product after “the debacle” that was Virtual Server 2005. “Unless it absolutely outperforms VMware,” Riale said that he won’t consider Hyper-V in the near future. And Dave Baughman, a systems administrator for Muncie, Ind.-based Ontario Systems, thinks that his ESX system is “a consistent platform” and that the price of support is worth their investment. “Most of the cost is for support and (VMware’s) support is very good,” says Baugham.

But what will happen when all the Microsoft customers with enterprise agreements get a taste of Hyper-V support? Or if Microsoft offers more third-party support for Xen?

Howard Holton, a system engineer, said that market share will shift in Hyper-V’s favor.

“Hyper-V is an excellent solution for many of those that cannot afford the steep cost that ESX server requires,” says Holton, who has already has a positive experience working with the release candidate and points out that for most data center operations, VMotion’s High Availability (HA) is overkill. ”Hyper-V fits into the market below VMware for hosts that do not need true HA.” 

Holton said that in the long run Hyper-V might win out over VMware because Citrix’s XenServer has finally given Xen a roadmap. XenServer is the spoiler, with a lower TCO than VMware. Although price hasn’t deterred Holton from delivering VMware to his customers in the past, he predicted that Hyper-V will only increase in value.

“As a value-added reseller in the small to midsized space, VMware is the leading virtualization product that I offer. That is changing.”