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Planning for the Installation of Windows 7 : Virtualization Considerations (part 1) - Considering a VDI Environment

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5/14/2011 4:11:00 PM
Virtual Desktop Infrastructure (VDI) has come a long way in the past few years. In short, VDI is the practice of hosting one or more virtual desktop operating systems on a desktop operating system. The desktop operating system is referred to as the host, and the virtual systems are referred to as virtual machines, virtual images, and sometimes just virtual applications.

As an example, you can run an instance of Windows 7 as the host operating system. Then, within the Windows 7 host, you can run other operating systems such as Windows XP, another virtual machine running Windows 7, and a third running Windows Server 2008.

With the cheap but abundant processing power built into desktop PCs, using VDI is now being seriously considered an alternative to Remote Desktop Services (RDS). Desktop PCs rarely use much of their processing power, and VDI applications and operating systems can provide distinct isolation from the host operating system.

NOTE

Remote Desktop Services (previously known as Terminal Services in Windows) can be configured on a server to allow users to run individual applications or entire desktops over a network. From the users' perspective, the application or desktop appears to be running on their individual system but is actually running on a server.

Microsoft introduced Windows Virtual PC (VPC) with Windows 7. This was previously known as Microsoft Virtual PC and was often used by administrators, technical trainers, and students. It's been available as a free download for years. If you've used Microsoft Virtual PC, you'll notice similarities with Windows Virtual PC, but the underlying technology provides some significant improvements.

VPC is not just for techies anymore. It can be installed and configured for regular users to run applications in virtual isolated environments using Windows XP Mode. It can be used to host applications running on other operating systems. It can even be used to host a dual-boot system using virtual hard disk files. You'll see all of this in this section.

1. Considering a VDI Environment

The choice between a complete physical environment and a hybrid physical and VDI environment requires considering several different elements related to how the VDI environment will be used. These include the following:


Existing hardware

There are several things to consider with existing hardware. First, if it's 32-bit, you're limited to no more than 4 GB of RAM, as discussed earlier. You're much better off if the hardware is 64-bit and has more than 4 GB of RAM.

Second, if the processor doesn't support virtualization, or the BIOS doesn't support virtualization, you won't be able to use Windows XP Mode. However, you can still use virtual machines.


Tradeoffs between physical and VDI environments

VDI environments require more resources. These include newer processors and more RAM. However, if the PC supports it, the environment may allow you to remove another PC. I've worked in some environments where users had to maintain two PCs—one to do most of their work and another for legacy applications. Two PCs cost more to maintain than one; this includes more electricity and more cooling power. Many companies consider VDI environments a "greener" alternative.


Network load considerations

Most PCs will have only a single network interface card (NIC). This NIC will be shared with the VDI machines. If the virtual machines are connected to the network and have a lot of network activity, you may want to consider upgrading the NIC.


Disk space

Windows XP Mode requires a minimum of 1.6 GB of disk space. If you start adding additional virtual machines, you'll find that they take significantly more. For example, a Windows Server 2008 virtual hard disk takes about 6 GB with an initial installation, and Windows 7 takes about the same. These are dynamically expanding disks, so as more is installed or added to the virtual systems, they will take more and more space.

This can be critical if the virtual hard disks are stored on the boot or system partition. If they are stored on one of these partitions, you should monitor disk space usage closely.

Exercise: Using Virtual PC for Mini Labs

I've been using Virtual PC (VPC) for many years to create virtual desktops and even virtual networks where I could test and learn different technologies.

As a simple example, when first learning Windows Server 2008 and Windows Vista, I was running Windows XP as my desktop operating system. I created two VPC images—one of Windows Server 2008 and another of Windows Vista. I was able to load these two systems, configure the server as a domain controller in a domain, and configure Windows Vista to join the domain. I now had a mini-network with a server and a client.

One of the greatest benefits of this virtual setup is that if I crashed the system, I could easily rebuild it and start over.

Similarly, that's what I've created for this book. While I'm running Windows 7 on my PCs, I also have a virtual network consisting of a virtual Windows Server 2008 server and another of a virtual Windows 7 client.


1.1. Direct Connection vs. Brokered Connection

In the context of VDI, connections can either be direct or brokered. Direct would be directly within a virtual machine, and brokered would be indirectly through the virtual machine.

Direct connection The user launches the virtual machine from within the host system, logs on to the virtual machine, and starts the application within the virtual machine.

Brokered connection The user launches the application directly from the host machine. Even though it's running within the virtual machine, this is transparent to the user. Windows XP Mode uses a brokered connection, and this can be used with other virtual machines.

Imagine a user needs to launch an instance of an older application named LegacyApp. She can launch this in a direct connection or a brokered connection. In both instances, the application would be installed on a virtual machine, but the difference is in how it's delivered to the user. Brokered connections are easier for end users.

1.2. Determining a VHD Strategy

A cool feature available with Windows 7 is the ability to boot to a virtual hard drive (VHD). The VHD format has been used with Virtual PC for many years, but the abilities have been expanded significantly. This can be done only with Windows 7 or Windows Server 2008 R2, but it can be a useful feature.

Dual-boot environments allow you to boot to different operating systems. One of the challenges with traditional dual-boot environments is that you needed to ensure each operating system was installed on its own partition. If not, one OS could (and usually did) corrupt the other OS.

Now you can have multiple operating systems available on a single machine with a single partition. When you've finished with the operating system, simply delete the VHD file.

The process creates a VHD file (with an extension of .vhd) at the root of C:. You can name the file whatever you want (the following exercise names it Windows7.vhd). The size of the file should be at least 20 GB and is expressed in MB. You can make it larger to accommodate more data and files: 10 GB is 10240, so 20 GB would be 20480, 30 GB 30720, and so on.

You can have the .vhd file either fixed or expandable. A 20GB fixed size will always take up 20 GB of space, while a 20GB expandable file will start at less than 100 MB and expand as data is added to the file. The fixed size is quicker since it doesn't need to expand dynamically, while the expandable size consumes only the space needed.

Exercise: Creating a Bootable VHD

  1. Turn on the Windows Vista system and place the Windows 7 installation DVD in the system. When the system starts, select the option to boot from the DVD.

  2. When the initial installation screen appears prompting you to select a language, time and currency format, and keyboard or input method, press Shift+F10. This will launch a command-prompt window with the prompt

    X:\Sources>

    X: is mapped to the DVD drive, and it is pointed to the Sources folder in the drive.

  3. At the command prompt, type diskpart and press Enter. After a moment, the command prompt will change to DISKPART> and your display will look similar to the following graphic.



  4. Type the following command, and press Enter to create a 40GB expandable virtual disk file.

    Create vdisk file = c:\Windows7.vhd maximum=40960 type=expandable

    You can name the .vhd file anything you want, enter a different maximum size, or omit the type=expandable statement to create a fixed-size file. If you choose a fixed size, it will take several minutes to complete and will show the progress. After the file is created, Diskpart will display the message "Diskpart successfully created the virtual disk file."

  5. Type the following command and press Enter.

    Select vdisk file=c:\Windows7.vhd

    Diskpart will indicate it has successfully selected the virtual disk file.

  6. Type the following command and press Enter:

    Attach vdisk

    Diskpart will indicate it has successfully attached the virtual disk file.

  7. Type Exit and press Enter to exit Diskpart.

  8. Type Exit and press Enter to exit the command-prompt window.

  9. You will now see the Install Windows screen you saw before pressing Shift+F10. Make sure the correct language, time and currency, and keyboard or input method are selected and click Next.

  10. Click the Install Now button.

  11. Review the license terms, select the check box I Accept The License Terms, and click Next.

  12. Click the Custom (Advanced) type of installation.

  13. The Where Do You Want To Install Windows screen will appear with at least two disks showing. Below the physical disks and partitions, you will see the virtual disk file represented as a disk with a total size of 40 GB and free space of 40 GB (unless you created it as a different size). In my test system, it has one physical disk shown as Disk 0 and the .vhd disk as Disk 1 Unallocated Space. Select the virtual disk and click Next.


When it completes and reboots, you'll see a dual-boot screen. The Windows 7 choice will be first and, if you don't take any action, it will boot to the Windows 7 VHD file in 30 seconds.

A warning may appear saying, "Windows cannot be installed to this disk. (Show Details)," indicating the hardware is not compatible. Don't believe it. Continue on. I've seen that message on two different systems, but the installation and operation worked without any problems I could identify.

Other -----------------
- Planning for the Installation of Windows 7 : Designing User State Migration
- Planning for the Installation of Windows 7 : Local Installation
- Planning for the Installation of Windows 7 : Choosing a Windows 7 Edition
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- Wireless Networking (part 1) - Installing and Configuring a Wireless Adapter
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- Configuring Dial-Up, Broadband, Wireless, and VPN (part 2)
- Configuring Dial-Up, Broadband, Wireless, and VPN (part 1) - Creating Dial-Up Connections
- Making Your Computer More Accessible (part 2)
- Making Your Computer More Accessible (part 1) - Using the Ease of Access Center & Using the Magnifier
 
 
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