Manage Vm Sprawl

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    BEST PRACTICES

    TO PREVENT AND

    MANAGE VM SPRAWL

    By Anil Desai By

    BE

    Implementing virtualization has become a airly simple process.

    The marketplace eatures numerous mature virtualization

    products, and administrators have several options to reduce costs

    and consolidate their inrastructures. As with all technology,

    however, virtualization must be managed. The primary challengeis in implementing a virtual inrastructure and managing it well.

    In many ways, you can treat virtual machines

    (VMs) just like physical machines. They

    typically run their own operating systems,

    require security updates and patching,

    and generally must ollow standard

    IT best practices. However, VMs also

    pose some new challenges that system

    administrators must consider in order to

    eectively maintain their data centers.

    When let unmanaged, virtual environments

    can experience a problem similar to server

    sprawl. VM sprawl is the rapid prolieration

    o VMs without adequate IT oversight.

    This article provides recommendations or

    managing virtual environments and or

    preventing issues related to VM sprawl.

    VM Sprawl: Causes and Impacts

    A primary cause o VM sprawl is when an

    organization doesnt plan or virtualization

    deployment. Oten, a virtualization rollout

    begins when administrators start creating

    VMs in an ad-hoc ashion to support new

    applications and services. They typically

    ocus on the rapid deployment andbeneit o server consolidation, but ail to

    perorm capacity planning or to implement

    management methods.

    In other cases, IT departments ail to create

    or update standard operating policies and

    practices to account or virtualization. While

    VMs can be created, moved, copied, and

    reconigured in a matter o minutes, the

    potential eects o these actions on the

    production data center can be quite serious.

    About the Author

    Anil Desai is an independent consultant

    based in Austin, Texas, who specializes

    in evaluating, implementing, and

    managing IT solutions. He has managed

    environments that support thousands

    o virtual machines and has writtenseveral books on virtualization and IT

    management. Desai also has presented at

    dozens o conerences and is a requent

    contributor to online and print magazines.

    For more inormation, please see

    http://AnilDesai.net or

    email [email protected].

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    Consider, or example, the transition o a

    VM that was originally designed or test

    purposes into a live, production environment.

    Organizations generally wouldnt consider

    moving an unpatched, insecure desktop

    computer into the data center. Yet, the same

    risks appear when systems are deployed into

    production with little IT oversight or review.

    Worst o all, several IT administrators dont

    even know how many VMs are running in their

    data centers or how theyre being used.

    Regardless o the source o VM sprawl, an

    unplanned approach to virtualization can

    create a long list o problems. Overall, the

    risks o running an unmanaged virtual

    environment are signiicant concerns that

    must be addressed.

    Planning and Deploying VMs

    Although its oten neglected, planning

    is an important portion o virtualizationmanagement. Organizations should start by

    understanding the strategic and tactical goals

    they hope to achieve with virtualization (see

    sidebar: Regaining Control o Your Virtual

    Environment). The goal is to igure out which

    applications and services should be moved to

    a virtual environment and to which hosts they

    will be deployed. Planning also applies or

    any existing VMs theres almost always

    room or improvement in VM placement

    and coniguration.

    The ability to quickly deploy a new OS,

    application, or service is a key beneit o

    virtualization. To simpliy the process,

    companies oten start with a base VM

    coniguration (part o a VM library).

    These base VMs ollow standard OS

    coniguration, patch management, and

    security coniguration best practices. In

    order to improve the end-user experience,

    organizations also can implement tools that

    allow users to deploy VMs automatically and

    on demand. O course, administrators must be

    sure to deine and enorce resource utilization

    rules and track ownership o VMs in non-

    production environments.

    Monitoring the Entire Environment

    There are two conlicting trends in IT

    management. On the one hand, the use

    o virtualization and other technology has

    the potential to simpliy the environment

    and reduce costs. On the other hand,

    modern applications depend on dozens o

    data center components. Its not enough

    or a web application to run well i a

    dependency, such as a database server or

    part o the storage or network inrastructure,

    isnt running as expected, users will eel

    the impact.

    With virtualization, organizations should

    invest in tools that are virtualization aware.

    These systems should be able to monitor and

    relate perormance statistics collected rom

    VMs and rom the physical host servers on

    which they reside. They should be able to

    proactively identiy potential perormanceproblems. Many systems can automatically

    take corrective actions, such as moving VMs

    between hosts or reconiguring VMs with

    more memory or CPU resources based on

    changing usage patterns. The end result is

    a luid, agile data center environment that

    partly manages itsel.

    Best Practices to Prevent and Manage VM Sprawl

    DeploymentIssues

    AdministrationIssues

    ResourceManagement

    Issues

    SecurityManagement

    Issues

    Lack of IT oversight (deployment of unauthorized VMs) Inconsistent VM configurations Lack of administrative ownership of VMs Difficulty related to identifying and tracking VMs

    Lack of administrator expertise Managing heterogeneous host, guest, and hypervisor platforms Monitoring offline and disconnected VMs Tracking host, guest, and software licenses

    Reactive management can lead to downtime and data loss Less-than-optimal VM placement can result in wasted resources

    Verifying adherence to OS and application security standards Demonstrate regulatory compliance

    Potential Dangers o Unmanaged VM Deployments

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    Best Practices to Prevent and Manage VM Sprawl

    While theres no simple one-size-ts-all solution or managing

    virtualization, these seven steps provide a good starting point i you

    nd your virtual machines getting out o control.

    Take Inventory o the Entire Environment

    Organizations can rely on standard network monitoring tools or

    basic production systems, but virtualization-aware tools are required

    to nd disconnected or ofine VMs. Include all o the assets that

    matter network devices, physical servers, VMs (i any), and

    storage devices. Most companies can use a network-based scanning

    tool that automatically nds existing physical or virtual machines.Those that have a centralized database o asset details can leverage

    the data as a basis to identiy current and potential virtualization

    host systems. Its important to keep in mind that enterprise

    management tools must be virtualization-aware to receive a

    complete inventory o all VMs in the environment and to correlate

    inormation between host and guest operating systems.

    Understand Your Applications

    Next, look at the services and applications you might want to

    virtualize. Determine which ones are the best candidates (generally,

    sotware that doesnt ully use the capabilities o the hardware itruns on). Organizations have a range o approaches or this step,

    including using automated sotware management tools or arranging

    interviews with specic end-users and business units.

    Determine Inrastructure Requirements

    Translate application requirements into measurements or RAM

    allocation, storage requirements, network requirements, etc. Include

    both conguration requirements (Internet access via the network

    and shared storage or automatic ailover).

    Map VMs to Hosts

    I you havent yet deployed VMs, determine which workloads will

    play nicely together and then deploy them to host servers that have

    sucient capacity. I you have already deployed VMs, nd potential

    perormance issues, such as low CPU or memory resources, and

    rebalance the environment.

    Regaining Control o Your Virtual Environment

    Monitor the Environment

    Ensure that your environment remains well managed by continually

    monitoring resource utilization, host and guest OS conguration,

    and other details. Proactively make changes as needed. Your users

    might not thank you, but thats the point dont wait or urgent

    situations to arise. Virtualization-aware automated tools can greatly

    simpliy this process and can automatically make recommendations

    and conguration changes.

    Retire Unnecessary VMs

    Managing a virtualized inrastructure is much like gardening itsoten necessary to identiy and pull the weeds in order to avoid

    wasting resources. Many virtualization management tools provide

    administrators with the ability to dene ownership o VMs and to

    tightly control deployment policies. Oten, however, VMs outlive

    their useulness. Administrators should scan their host servers or

    VMs that are disconnected rom production networks, that are

    ofine, or that receive very little usage. These VMs can usually

    be retired. For an added measure o saety, administrators should

    consider moving all virtualization hard disks and VM conguration

    les to a near-online or ofine storage system or archival purposes.

    Sit back and relax

    Deploying, monitoring, and managing virtualization takes ongoing

    eort. But, with the right tools and administration approach,

    organizations can gain maximal benet o virtualization while

    remaining in control o the entire data center. Lest you orget the

    entire point o this process, you can nally rest easy knowing your

    VMs and the entire data center are well managed.

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    Best Practices to Prevent and Manage VM Sprawl

    Sun Microsystems, Inc. 4150 Network Circle, Santa Clara, CA 95054 USA Phone 1-650-960-1300 or 1-800-555-9SUN Web sun.com

    The

    SunWin#565985 Lit#SYWP14980-0

    Security, Compliance, and Auditing

    In the world o physical computers, its airly easy to see what is present

    in that environment. Typically, system administrators are able to veriythe coniguration o systems that are deployed to the data center,

    and they can closely monitor them. With virtualization, however, new

    systems can be deployed, moved, copied, and reconigured with no

    obvious alerts to the administrators. The end result is potential security

    and compliance issues, which can lead to security breaches, data loss,

    and downtime.

    A good approach to addressing these issues is to continually monitor

    the environment. Administrators should create standard desired

    coniguration templates and compare them to the actual

    conigurations. Any discrepancies should be remediated automatically

    (wherever possible) or brought to an administrators attention.

    This approach helps to quickly highlight potential problems so

    administrators can resolve them beore bigger issues occur.

    Managing the VM Lie Cycle

    Like physical servers, VMs typically have a lie cycle. Starting rom

    the planning and coniguration stages through to deployment,

    organizations can oten leverage existing best practices. Likewise,

    monitoring is important or all systems in the environment physical

    and virtual. But VMs present some additional challenges (or, i youre

    an optimist, opportunities to improve management). They must be

    uniquely identiied and tracked since details, such as MAC addresses,

    computer names, and host placement, can change quickly. Additionally,

    when VMs are copied, administrators must be aware o the new system

    and its maintenance requirements.

    Because they dont take up physical space, administrators oten

    overlook the importance o retiring VMs that are no longer needed.

    This is, indeed, a major cause o VM sprawl old VMs never really

    die; rather, they just hang out on production machines and consume

    valuable resources.

    Benefts o Automation

    O course, understanding how to better manage VMs is only part o

    the overall challenge. Once you know what to do, the challenge isin inding the time, resources, and expertise to actually do it. Small

    deployments can oten be managed using built-in virtualization

    tools and simple automation scripts. But this approach can quickly

    become unmanageable as the number and types o VMs increases and

    virtualization becomes a mission-critical part o the data center.

    Thats where automation can signiicantly reduce costs and improve

    the quality o administration. The ollowing illustration provides an

    overview o many standard virtualization management best practices

    that can be automated.

    Conclusion

    This article outlines some o the ways in which VMs are like miniaturephysical machines, and, more importantly, how they are dierent. In

    order to maintain control o a virtualized data center, administrators

    must take into account the tasks o capacity planning, monitoring the

    environment, managing the entire VM lie cycle, and veriying security

    and compliance o all systems. It may seem like a signiicant challenge

    but with adequate planning and the proper tools, administrators can

    gain the advantages o virtualization while minimizing costs related to

    management overhead.

    Assess the Environment

    Determine workload resource requirements

    Measure overall data center capacity

    Select virtualization candidates

    Enforce policies and processes

    Select the most appropriate deployment target for a workload

    Allow end-user self-service deployments according to resource quotas

    Use a single console to manage all guests, hosts, and hypervisors

    Monitor and reallocate VMs based on host resource utilization

    Develop and measure against service level agreements (SLAs)

    Compare desired vs. actual configuration of virtual and physical systems

    Optimize host hardware resource utilization

    Proactively detect and resolve performance issues

    Verify security policy and regulatory compliance

    Manage Virtualization

    Administration

    Reporting

    Tasks That Can Be Simpliied by AutomatingVirtualization Management