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Designing Hyper-V Solutions

Book Description

Deploy Microsoft Virtualization and VDI solutions using real-world Hyper-V configurations

About This Book

  • Get acquainted with the basics of Windows Server Hyper-V 2012 R2 and understand how to efficiently design a highly available virtualization solution
  • Assess your physical server environment and understand the fundamentals of server consolidation and sizing of Hyper-V hosts
  • Design practical solutions for common design patterns with explanations of these design decisions
  • Who This Book Is For

    This book is aimed at IT admins, consultants, and architects alike who wish to deploy, manage, and maintain Hyper-V solutions in organizations of various sizes. Readers are expected to have a working knowledge of managing Windows Servers and a fair understanding of networking and storage concepts.

    What You Will Learn

  • Set up independent and highly available clustered Hyper-V hosts via GUI and PowerShell
  • Acquire knowledge about Generation 1 and 2 Virtual Machines, their creation and management, and also look at the VM Conversion process
  • Understand NIC Teaming, Extensible Virtual Switch, and other networking advancements
  • Gain insight into virtual machine storage changes and its follow-up benefits
  • Discover backup and recovery patterns for Hyper-V
  • Familiarize yourself with the essentials of Hyper-V Replica
  • Leverage the benefits of Microsoft VDI
  • In Detail

    The IT community has already experienced the benefits of server virtualization. However, they were limited to one option primarily until Microsoft released its flagship Hypervisor platform. Windows Server Hyper-V 2012 and R2 along with Hyper-V Server 2012 and R2 present a cost effective yet robust virtualization solution to enterprises who wish to consolidate their physical server workloads or migrate their pre-existing VMware workloads to Hyper-V. Hyper-V has proven to be a stable and an economical virtualization solution and with its high availability, live migration, and new network virtualization and storage enhancement features, enterprises will never feel the need to consider another alternative.

    This book is a practical, example-oriented tutorial that will guide you through the basics and architecture of the Hyper-V platform and thereafter help you understand how to build your Virtualization infrastructure from the ground up.

    The book then goes on to focus on scalability and high availability aspects and trains you in setting up highly available Hyper-V clusters and the live migration of virtual machines. You will also learn about the advancements in virtual networking and storage in Windows Server 2012.

    After the implementation guidance, the book then advises you on how to set up backup and recovery and how to prepare a disaster recovery plan via Hyper-V Replica.

    The book concludes with a good insight into Microsoft VDI implementation guidance.

    Style and approach

    This is a handy and easy-to-follow guide that describes virtualization concepts and the Hyper-V design approach. Each topic is explained sequentially and is enhanced with real-world scenarios, practical examples, screenshots, and step-by-step explanations to help readers understand clearly.

    Downloading the example code for this book. You can download the example code files for all Packt books you have purchased from your account at If you purchased this book elsewhere, you can visit and register to have the code file.

    Table of Contents

    1. Designing Hyper-V Solutions
      1. Table of Contents
      2. Designing Hyper-V Solutions
      3. Credits
      4. About the Author
      5. Acknowledgement
      6. About the Reviewers
        1. Support files, eBooks, discount offers, and more
          1. Why subscribe?
          2. Free access for Packt account holders
          3. Instant updates on new Packt books
      8. Preface
        1. What this book covers
        2. What you need for this book
        3. Who this book is for
        4. Conventions
        5. Reader feedback
        6. Customer support
          1. Errata
          2. Piracy
          3. Questions
      9. 1. Introducing Release 2.0
        1. An insight into virtualization
          1. Virtualization – how did it begin?
          2. Virtualization – the current times
            1. Server virtualization
            2. Storage virtualization
            3. Network virtualization
            4. Desktop virtualization
            5. Application virtualization
        2. Cloud computing – raising the bar for virtualization and automation
          1. Attributes
          2. Service models
          3. Deployment models
        3. Windows Server 2012 – the 2.0 Release
        4. Windows Server 2012 Hyper-V (R1/R2) – the challenger or the new champion?
          1. The Hyper-V architecture – under the hood
          2. Windows Hyper-V 2012 R2 – technical requirements
          3. Windows Hyper-V 2012 R2 – what it brings to the table
        5. Licensing – Windows Server 2012 / Windows Server 2012 R2
        6. Hypervisors – let's compare again
          1. Architecture and scalability
          2. Supported guest operating systems
          3. Storage considerations
          4. Networking considerations
          5. Virtual machine management considerations
        7. Summary
      10. 2. Planning and Deploying Microsoft Hyper-V
        1. Virtualization goals
          1. The consolidation of server workloads
            1. Building from the ground up
            2. Physical-to-Virtual migration (P2V)
              1. A System Center 2012 R2 P2V workaround
              2. Disk2vhd
          2. Hypervisor upgrade or migration
            1. Microsoft Virtual Machine Converter
            2. System Center 2012 R2 Virtual Machine Manager
            3. Third-party vendors
          3. Business continuity – disaster recovery and contingency planning
          4. Cloud ready!
          5. A virtual desktop infrastructure
        2. Design considerations
          1. Solution accelerators
            1. IPD – Windows Server virtualization
            2. Microsoft Assessment and Planning (MAP) Toolkit
        3. Installing and configuring Hyper-V role
          1. Installing a new Hyper-V host
            1. Hardware prerequisites
              1. Processor requirements
              2. Memory requirements
              3. Network requirements
              4. Storage requirements
            2. Software prerequisites
              1. Windows Server installation modes
              2. System requirements
            3. Hyper-V installation best practices
            4. Setting up Windows Server 2012 R2
            5. Installing Hyper-V role
              1. Server Manager
              2. PowerShell
              3. Best Practices Analyzer
            6. Configuring Hyper-V roles
            7. Switching between Windows installation modes
              1. GUI
              2. PowerShell
        4. Upgrading Hyper-V hosts
          1. In-place upgrade (migration)
          2. Cross-version live migration
          3. Clustered Hyper-V role migration
          4. VM export and import
        5. Hyper-V management
        6. Summary
      11. 3. Deploying Virtual Machines
        1. Virtual machine – Generation 1 versus Generation 2
        2. New virtual machine setup
          1. Setup via the New Virtual Machine Wizard
          2. Understanding and configuring virtual machine settings
            1. Add Hardware
            2. BIOS versus Firmware
            3. Memory
            4. Processor
              1. Resource Control
              2. Compatibility
              3. NUMA
            5. IDE and SCSI Controllers
              1. Advanced Features
            6. Network Adapter
              1. Advanced Features
            7. COM Ports and Virtual Floppy Drive
            8. Management Settings
              1. Virtual Machine Files
              2. Integration Services
              3. Checkpoint (snapshot) File
              4. Smart Paging
              5. Automatic Start Action
              6. Automatic Stop Action
          3. Setup via Windows PowerShell
        3. Operating system installation
        4. Virtual machine conversion
          1. P2V via Disk2vhd
          2. V2V via MVMC (2.0)
        5. Virtual machine capacity and design considerations
        6. Summary
      12. 4. Hyper-V Networking
        1. The Hyper-V Extensible Virtual Switch
          1. A virtual switch – the basic definition and differentiation
            1. Private Network
            2. Internal Network
            3. External Network
          2. Switch setup and configuration of associated parameters
            1. Switch setup via Hyper-V Manager
              1. MAC address range
            2. Switch setup via PowerShell
          3. The configuration of additional features and enhancements
            1. Virtual switch extensions
            2. Hardware-supported features
              1. Single root input/output virtualization (SR-IOV)
              2. Virtual Machine Queue (VMQ)
              3. IPsec offloading
        2. Windows Server 2012 R2 NIC teaming
          1. The NIC teaming architecture
          2. The NIC teaming configuration
            1. Teaming Mode
            2. Load distribution over the NIC team
          3. The NIC teaming setup
            1. Server Manager
            2. PowerShell
        3. Quality of Service
        4. Summary
      13. 5. Storage Ergonomics
        1. Virtual storage
        2. VHD and VHDX
          1. Virtual disk types
            1. Virtual disk operations
            2. Creating virtual hard disks
            3. Editing virtual hard disks
        3. Pass-through disks
        4. Virtual fibre channel
          1. N_Port ID virtualization (NPIV)
          2. Multipath I/O (MPIO)
          3. Setting up the virtual SAN and the virtual fibre channel adapter
        5. Guest cluster setup using shared VHDX
        6. SMI-S
        7. Summary
      14. 6. Planning a Virtual Machine's High Availability and Mobility
        1. Hyper-V failover cluster deployment
          1. Prerequisites for the Hyper-V cluster setup
            1. Server hardware
            2. Storage prerequisites
            3. Software prerequisites
            4. Environment prerequisites – Active Directory and network configuration
          2. Installing and configuring the failover clustering feature
            1. Cluster validation
            2. Setting up a failover cluster
            3. The Quorum Model
            4. Adding storage and Cluster Shared Volumes
              1. Cluster Shared Volume
                1. CSV attributes
            5. BitLocker
            6. Cluster Aware Updating
              1. Installing Cluster Aware Updating
        2. A virtual machine's high availability and mobility
          1. Setting up a highly available virtual machine (HAVM)
            1. Virtual machine failover and management options
          2. VM mobility scenarios
            1. Quick migration
              1. Live migration
                1. Live migration with shared storage
                2. Live migration without shared storage (shared nothing live migration)
                3. Live migration with SMB shared storage
              2. Storage migration
        3. Scale-Out File Server (SOFS)
        4. Summary
      15. 7. Building a Secure Virtualization Environment
        1. Hypervisor and Management OS security
          1. Reducing the attack surface
          2. Windows updates
          3. Anti-malware protection
          4. Isolating the management network
          5. Securing communications between hosts
            1. Cluster communications
            2. VM migrations
              1. Live migration
              2. Storage migration
              3. Shared nothing live migration (SNLM)
          6. VM replication (Hyper-V Replica)
          7. BitLocker protection
        2. Securing the virtual network
          1. Protection via virtual NIC ports
            1. The Port Access Control List
            2. The MAC address
            3. The DHCP guard
            4. The router guard
            5. The protected network
            6. Port mirroring
            7. The private VLAN (PVLAN)
        3. Protecting the guest machines
          1. Secure boot
          2. Planning authorization and NTFS security as it is bye-bye AzMan
          3. Setting up auditing for VM access
            1. Enabling Local Group Policy for object access – audit filesystem
            2. Enabling file-level auditing on the VM stores
          4. Antivirus and backup software inclusions for virtual machines
        4. Other best practices
          1. The Microsoft Baseline Security Analyzer
          2. The Best Practices Analyzer
          3. Security Compliance Manager
          4. The Enhanced Mitigation Experience Toolkit
        5. Summary
      16. 8. Hyper-V Replica
        1. Hyper-V Replica overview
          1. What's new in Hyper-V Replica?
          2. The working of Hyper-V Replica
        2. Hyper-V Replica setup and configuration
          1. Hyper-V Replica terms and their significance
          2. Hyper-V Replica prerequisites
            1. Hyper-V Replica capacity planner
          3. Setting up Hyper-V Replica for an independent host
            1. Enabling VM replication
          4. Setting up Hyper-V Replica for a Hyper-V failover cluster
          5. Extending replication
          6. Failover virtual machine
            1. Test failover
            2. Planned failover
            3. Failover
          7. Monitoring Hyper-V Replica
        3. Azure Site Recovery
        4. Summary
      17. 9. Backup and Recovery Strategies for Hyper-V Solutions
        1. Hyper-V backup strategies and options
          1. Copying VHD/VHDX
          2. Exporting virtual machines
          3. Checkpoints (snapshots)
          4. The traditional backup methodology
            1. The Volume Shadow Service
            2. The Hyper-V backup process in Windows Server 2012 R2
            3. CSV improvements in Windows 2012
            4. Backup policies
              1. Host-level backup
              2. Virtual machine-level backup
              3. Hybrid backup
              4. Azure backup
        2. Windows Server Backup
          1. Adding the Windows Server Backup feature
          2. Managing backups using WSB
            1. Configuring backup for an independent host
            2. Performing a recovery
            3. Configuring backup and recovery for clustered hosts
        3. System Center Data Protection Manager (SCDPM) 2012 R2
        4. Summary
      18. 10. Building a Virtual Desktop Infrastructure
        1. Desktop virtualization
        2. Hyper-V for VDI – the engine under the hood
        3. Understanding VDI deployment
          1. RDS roles
            1. RD Session Host
            2. RD Virtualization Host
            3. RD Connection Broker and RD Management Server
            4. RD Web Access
            5. RD Gateway
            6. RD Licensing
          2. High availability recommendations
          3. Server and client prerequisites
            1. Server hardware and software prerequisites
            2. Client requirements
          4. Deploying a simple VDI environment
            1. Installing Remote Desktop Services
            2. Post RDS installation actions
            3. Deploying virtual desktops
              1. Creating virtual desktop collections
          5. RDS Access methods
        4. Summary
      19. Index