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Windows Server 2012 Hyper-V Installation and Configuration Guide - Product Image

Windows Server 2012 Hyper-V Installation and Configuration Guide

  • Published: April 2013
  • Region: Global
  • 600 Pages
  • John Wiley and Sons Ltd

Go-to guide for using Microsoft's updated Hyper-V as a virtualization solution

Windows Server 2012 Hyper-V offers greater scalability, new components, and more options than ever before for large enterprise systems and small/medium businesses. Windows Server 2012 Hyper-V Installation and Configuration Guide is the place to start learning about this new cloud operating system. You'll get up to speed on the architecture, basic deployment and upgrading, creating virtual workloads, designing and implementing advanced network architectures, creating multitenant clouds, backup, disaster recovery, and more.

The international team of expert authors offers deep technical detail, as well as hands-on exercises and plenty of real-world scenarios, so you thoroughly understand all features and how best to use them.

- Explains how to deploy, use, manage, and maintain the Windows Server 2012 Hyper-V virtualization solutions in large enterprises and small- to medium-businesses
- Provides deep technical detail and plenty of exercises showing you how to work with Hyper-V in real-world settings
- Shows you how to quickly configure Hyper-V from the GUI and use PowerShell to READ MORE >

Introduction  xxv

Part 1 - The Basics  1

Chapter 1 - Introducing Windows Server 2012 Hyper-V  3

Virtualization and Cloud Computing  4

Computing of the Past: Client/Server 4

Computing of the Recent Past: Virtualization 5

Computing of the Present: Cloud Computing 8

Windows Server 2012: Beyond Virtualization  9

Windows Server 2012 Hyper-V  11

The Technical Requirements of Hyper-V  11

The Architecture of Hyper-V  12

Maximum Scalability 15

Supported Guest Operating Systems 18

Licensing Windows Server 2012 in Virtualization 18

Common Misunderstandings in Licensing  19

Windows Server 2012 Licensing 20

Hyper-V Server 2012 23

Virtualization Scenarios  24

VMware 26

Migrating from VMware 27

Transferring Skills to Hyper-V 27

Other Essential Knowledge  28

Microsoft Assessment and Planning Toolkit 28

PowerShell  29

Chapter 2 - Deploying Hyper-V  33

Preparing a Hyper-V Deployment  33

Design and Architecture 33

Hardware 36

Operating System    39

Don’t Forget the Documentation  41

Windows PowerShell 42

Building the First Hyper-V Host  43

Preparing Windows Server 43

Installing the Hyper-V Role  47

Configuring the Hyper-V Host 48

Providing Security  54

Managing Hyper-V  56

Hyper-V Management Console  57

Hyper-V PowerShell 57

Server Core 59

Upgrading Hyper-V 61

Performing In-Place Migration 62

Using the Windows Server Migration Tools  62

Exporting and Importing Virtual Machines  62

Upgrading Integration Services 64

Real World Solutions 65

Chapter 3 - Managing Virtual Machines 71

Creating Virtual Machines 71

Create a Virtual Machine by Using the New Virtual Machine Wizard 72

Create a Virtual Machine by Using PowerShell 77

Designing Virtual Machines  78

Virtual Machine Maximums 78

Auto-Start and Auto-Stop Actions 81

Dynamic Memory 83

Processors 95

Virtual Storage 100

Network Adapters  111

Performing Virtual Machine Operations 117

Adding and Removing Virtual Hardware 117

Working with Snapshots  118

Using Live Migration 124

Importing and Exporting Virtual Machines  138

Installing Operating Systems and Applications 140

Installing Operating Systems 140

Using Virtual Machine Templates  142

Designing Virtual Machines for Applications 143

Performance Monitoring of Guest Operating Systems 143

Real World Solutions 144

Replacing Virtual Switches 144

Performing Simultaneous Live Migration  144

Rapid Virtual Machine Creation  146

Part 2 - Advanced Networking and Cloud Computing  153

Chapter 4 - Networking  155

Basic Hyper-V Networking 155

Using the Hyper-V Extensible Virtual Switch  156

Supporting VLANs 166

Supporting NIC Teaming  171

Networking Hardware Enhancements 183

Single-Root I/O Virtualization 183

Receive-Side Scaling 187

Dynamic Virtual Machine Queuing  190

IPsec Task Offload 191

Advanced Networking  191

Quality of Service 191

Converged Fabrics  201

Real World Solutions 210

Implementing RSS and DVMQ 210

Creating Converged Fabrics with Isolated SMB Storage  213

Creating Converged Fabrics with DCB and SR-IOV 216

Chapter 5 - Cloud Computing  219

Clouds, Tenants, and Segregation 220

The Multi-Tenancy Era 220

Segregation by Isolation 221

Microsoft Network Virtualization 223

Encapsulated Network Virtualization 224

Network Virtualization Abstraction  225

Network Virtualization at Work 232

Network Virtualization Gateways 251

PVLANs 252

Understanding PVLAN Structure 254

Understanding How PVLANs Work 255

Configuring Private VLANs 259

Summary  263

Port Access Control Lists  263

How ACLs Work 263

Extensible Switch Packet Filter 264

DHCP Guard 266

Router Advertisement Guard  267

Hyper-V Virtual Machine Metrics 268

Real World Solutions 270

Part 3 - Storage and High Availibility 273

Chapter 6 - Microsoft iSCSI Software Target  275

Introducing the Microsoft iSCSI Software Target 275

The Microsoft iSCSI Solution  276

Changes in Windows Server 2012  278

Design and Architecture 280

Building the iSCSI Target  283

Installing a Stand-Alone iSCSI Target 283

Installing a Clustered iSCSI Target  284

Transforming a Stand-Alone to a Clustered iSCSI Target  285

Configuring the iSCSI Target  286

Connecting the Initiator 288

Managing the iSCSI Target Server  289

Storage Providers  289

iSCSI Target SMI-S Provider 289

Best Practice Analyzer 292

PowerShell  293

Migrating 295

Migration to Windows Server 2012  295

VHD Conversion 295

Chapter 7 - Using File Servers  297

Introducing Scale-Out File Servers 298

Limitations in Availability and Performance with Windows Server 2008 R2  299

Technical Overview of the Key Changes  300

Installing and Configuring Scale-Out File Servers  309

Complying with Installation Prerequisites 310

Configuring Failover Clustering  311

Configuring Scale-Out File Services  315

Configuring a Continuously Available File Share 316

Windows Server 2012 SMB PowerShell  318

Windows Server 2012 Hyper-V over SMB 30  319

Some Real-World Examples  320

Configuring Windows Server 2012 Hyper-V to Use Scale-Out File Server Cluster 322

Configuring SQL Server to Use Scale-Out File Server Cluster  325

Troubleshooting Scale-Out File Servers 329

Using Troubleshooting Tools  329

Troubleshooting Client Network Connectivity Issues 332

Troubleshooting Access Denied Issues 333

Troubleshooting Cluster Resource Issues 333

Real World Solutions 333

Chapter 8 - Building Hyper-V Clusters  335

Introduction to Building Hyper-V Clusters 335

Active Directory Integration  337

Failover Clustering Installation 337

Performing Validation  338

Running Cluster Validation  338

Creating a Failover Cluster  342

Adding Disks 344

Configuring Network Prioritization  345

Cluster Shared Volumes  346

Cluster Shared Volumes Compatibility 346

Prerequisites 347

Enabling Cluster Shared Volumes 348

CSV Namespace  348

CSV Resiliency 348

CSV Optimizations 349

CSV Best Practices 350

BitLocker  351

Prerequisites  351

Installing BitLocker  351

Configuring BitLocker on Cluster Shared Volumes  352

Cluster-Aware Updating 357

Prerequisites  359

Installing and Configuring CAU 360

Highly Available Virtual Machine  370

Implementing a Highly Available Virtual Machine 370

Examining the Virtual Machine Role 371

Virtual Machine Mobility 375

Live-Migrating Virtual Machines  376

Using Live Storage Migration  376

Real World Solutions 378

Chapter 9 - Virtual SAN Storage and Guest Clustering  379

Introduction to Virtual SAN Storage  379

Overview of Virtual Fibre Channel 380

Guest Clustering 388

Guest Clustering on a Single Host 388

Guest Clustering across Physical Hosts  389

Guest Clustering across Physical Hosts and Virtual Machines  390

Creating a Guest-Based Cluster  391

Virtual Machine Preparation  391

Virtual Machine Monitoring  393

Configuring Virtual Machine Monitoring  395

Real World Solutions 399

Part 4 - Advanced Hyper-V 401

Chapter 10 - Backup and Recovery 403

How Backup Works with Hyper-V  403

Volume Shadow Copy Service Framework 403

Virtual Machine Backup Strategies 406

Choosing a Backup Strategy 409

Improvements in Windows Server 2012 Hyper-V Backup  410

Incremental Backup  410

Windows Server Backup  411

Distributed CSV Snapshots 412

VSS for SMB File Shares 414

Using Windows Server Backup 418

Installing Windows Server Backup 419

Protecting Nonclustered Hyper-V Hosts  419

Protecting Hyper-V Clusters 425

The Impact of Backup on the Network 426

Real World Solutions 427

Using WSB to Back up a Hyper-V Host and Retain Backup Data 427

Performing Automated WSB Backup of a Hyper-V Cluster  429

Chapter 11 - Disaster Recovery 431

Introducing Disaster Recovery  431

The Evolution of Disaster Recovery 432

Virtualization Simplifies DR 433

DR Architecture for Windows Server 2012 Hyper-V  434

DR Requirements  435

Synchronous and Asynchronous Replication  436

DR Architectures  438

DR Replication Solutions 440

Virtual Machine Connectivity  446

Implementation of a Hyper-V Multi-site Cluster  456

Replication Link Networking 456

Multi-site Cluster Quorum  457

Tuning Cluster Heartbeat  462

Preferred Owners (Hosts)  463

Summarizing Multi-site Clusters 465

Real World Solutions 465

Designing Hybrid DR  465

Designing Hosted Disaster Recovery  466

Chapter 12 - Hyper-V Replica 469

Introducing Hyper-V Replica 469

How Hyper-V Replica Works  470

Target Markets for Hyper-V Replica  471

Hyper-V Replica Requirements  472

Bandwidth Requirements  472

What Can You Replicate Between?  473

Enabling Hyper-V Replica between Nonclustered Hosts  475

Enabling Virtual Machine Replication 478

Understanding Copy Methods 479

Replicating a Virtual Machine with Network Copy 480

Replicating a Virtual Machine with Removable Media 486

Replicating a Virtual Machine with Offsite Recovery 488

Using Authentication with Certificates 489

Understanding Certificate Requirements 489

Enabling Hyper-V Replica with HTTPS  490

Replicating Virtual Machines via HTTPS 491

Using Advanced Authorization and Storage 491

Using Hyper-V Replica with Clusters 493

Understanding the Hyper-V Replica Broker  493

Creating the Hyper-V Replica Broker  495

Allowing Replication from a Cluster 497

Allowing Replication to a Cluster  498

Exploring Hyper-V Replica in Greater Detail  498

Hyper-V Replica Logging and Swapping 499

Resynchronization  499

The Performance Impact of Hyper-V Replica 500

Managing Hyper-V Replica  501

Monitoring Replication  501

Managing Replication  504

Setting Up Failover Networking  505

Failover TCP/IP 505

Test Failover Virtual Switch  506

Failing Over Virtual Machines  508

Performing a Test Failover 508

Returning to the Production Site  510

Performing a Planned Failover 510

Performing an Unplanned Failover 512

Summarizing Hyper-V Replica  513

Real World Solutions 514

Enabling Replication for Lots of Virtual Machines 514

Running a Planned Failover 515

Scripting an Ordered Unplanned Failover 517

Chapter 13 - Using Hyper-V for Virtual Desktop Infrastructure 521

Using Virtual Desktops, the Modern Work Style  521

What Is VDI?  521

The Benefits of Using Hyper-V for VDI 522

Changes in Windows Server 2012  523

Design and Architecture 524

Building a Microsoft VDI Environment 529

Installing Remote Desktop Services  529

Installing RD Virtualization Hosts  534

Deploying Virtual Guests  536

Connecting to the VDI Environment 539

Real World Solutions 541

Index 543

Aidan Finn (tweet @joe_elway) is an internationally recognized virtualization expert and blogger (www.aidanfinn.com) from Ireland, and a leading voice in the Microsoft community. Patrick Lownds (tweet @PatrickLownds) is head of the Microsoft Virtualization User Group in the UK as well as an industry speaker at TechEd, HP Technology at Work, and elsewhere. Michel Luescher (tweet @michelluescher) is a consultant at Microsoft Switzerland specializing in private cloud solutions, datacenter optimization, and virtualization. He is also a regular industry speaker and writes the blog www.server-talk.eu. Damian Flynn (tweet @damian_flynn) is the principal infrastructure architect for Lionbridge Technologies specializing in private cloud solutions, datacenter optimization, and virtualization. He is also a regular industry speaker and maintains a public technology and Microsoft blog (www.damianflynn.com).

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