SECRETSMicrosoft® Virtualization

SECRETSMicrosoft® Virtualization

DO W H AT YOU NE V ER T HOUGH T P OS SIBL E W IT H MICROSOF T V IRT UA L IZ AT ION

John Savill

E x E c u t i v E E d i t o r : Carol LongP r o j E c t E d i t o r : Katherine Burtt E c h n i c a l E d i t o r : Michael SoulP r o d u c t i o n E d i t o r : Daniel Scribnerc o P y E d i t o r : Luann RouffE d i t o r i a l M a n a g E r : Mary Beth WakefieldF r E E l a n c E r E d i t o r i a l M a n a g E r : Rosemarie Grahama s s o c i at E d i r E c t o r o F M a r k E t i n g : David MayhewM a r k E t i n g M a n a g E r : Ashley ZurcherB u s i n E s s M a n a g E r : Amy KniesP r o d u c t i o n M a n a g E r : Tim Tatev i c E P r E s i d E n t a n d E x E c u t i v E g r o u P P u B l i s h E r : Richard Swadleyv i c E P r E s i d E n t a n d E x E c u t i v E P u B l i s h E r : Neil Eddea s s o c i at E P u B l i s h E r : Jim MinatelP r o j E c t c o o r d i n at o r , c o v E r : Katie Crockerc o M P o s i t o r s : Kate Kaminski, Craig Woods, Happenstance Type-O-RamaP r o o F r E a d E r : Louise Watson, Word Onei n d E x E r : John Sleevac o v E r i M a g E : Ryan Sneedc o v E r d E s i g n E r : © Chad Baker / Lifesize / Getty Images

Microsoft® Virtualization Secrets

Published by John Wiley & Sons, Inc. 10475 Crosspoint Boulevard Indianapolis, IN 46256 www.wiley.com

Copyright © 2012 by John Savill

Published by John Wiley & Sons, Inc., Indianapolis, Indiana

Published simultaneously in Canada

ISBN: 978-1-118-29316-4ISBN: 9781118293171 (ebk)ISBN: 9781118421352 (ebk)ISBN: 9781118433799 (ebk)

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This book is dedicated to my wife, Julie, and my children, Abigail, Benjamin, and Kevin. I love you all.

vi

About the Author

John Savill is a technical specialist who focuses

on Microsoft core infrastructure technologies, including

Windows, Hyper-V, System Center, and anything that

does something cool. He has been working with Micro-

soft technologies for 18 years and is the creator of the

highly popular NTFAQ.COM website and a senior contrib-

uting editor for Windows IT Pro magazine. He has written

four previous books covering Windows and advanced

Active Directory architecture. When he is not writing

books, he creates technology videos, many of which are available on the web, and

regularly presents online and at industry leading events.

Outside of technology John enjoys teaching Krav Maga, spending time with his

family, and participating in any kind of event that involves running in mud, crawl-

ing under electrified barbed wire, and generally pushing limits. He is also planning to

write a computer game that he’s had in his head for a few years. Maybe after the next

book. . . .

vii

Acknowledgments

I have had the opportunity to work with very smart and talented people who

are very generous in sharing their knowledge and have made this book possible. Even

those who may not have directly worked with me on this book have still helped build

my knowledge to make this possible, so thank you to everyone who has ever taken

time to help me learn.

First, I want to thank Carol Long and the acquisitions team at Wiley Publishing for

believing in this book and guiding me to the Secrets series, which has been the perfect

fit for my vision of this book. Thank you to the project editors, initially Christy Parrish

and then Katherine Burt, who really brought the whole book together and helped me

through all the tough spots. Luann Rouff did an amazing job on the copy editing of

the book, and my appreciation also goes to the technical editor, Michael Soul.

Writing this type of book is always a balancing act between making sure no

assumptions are made about existing knowledge and providing useful information

that can really provide value. A good friend and colleague, Rahul Jain, did a fantastic

job of reading every chapter and providing feedback on its logical flow and clarity in

explaining the technologies. A great deal of the material includes new technologies,

and I consulted and got help from many people to ensure both the accuracy of the

content and its relevance to organizations in order to provide real-world guidance.

With that in mind, I want to thank the following people who directly helped on this

book through technical input or support; A. J. Smith, Adam Carter, Ben Armstrong,

David Trupkin, Doug Thompson, Elden Christensen, Eric Han, Gavriella Schuster, Jeff

Woolsey, Jocelyn Berrendonner, Karri Alexion-Tiernan, Kevin Holman, Kiran Banga-

lore, Lane Sorgen, Mark Kornegay, Mark Russinovich, Michael Leworthy, Mike Schutz,

Paul Kimbel, Robert Youngjohns, Ross Ortega, See-Mong Tan, Snesha Foss, Sophia

Salim, Steve Silverberg, and Stuart Johnston.

I also want to thank my wife, Julie. I started writing this book when our twins

were only nine months old, and I was only able to write because Julie pretty much

single-handedly looked after the entire family and gave her endless support. Thank

you. Thank you to my children, Abigail, Benjamin, and Kevin, for bringing so much

happiness to my life and making everything I do worthwhile. I’m sorry Daddy spends

so much time at the computer.

Finally, thank you to the readers of this book, my previous works, and hopefully

future works. Without you I wouldn’t be given these opportunities to share what I’ve

learned over the years. With that, on with the show. . . .

Contents at a Glance

Introduction I xiii

Chapter 1 I Understanding Virtualization 1

Chapter 2 I Understanding Windows 7 and 8 Client OS Key Technologies 21

Chapter 3 I Virtualizing Client Operating Systems 65

Chapter 4 I Virtualizing Desktop Applications 95

Chapter 5 I Virtualizing User Data 161

Chapter 6 I Virtualizing User Profiles and Settings 185

Chapter 7 I Using Session Virtualization 207

Chapter 8 I Working with Hyper-V 239

Chapter 9 I Using System Center Virtual Machine Manager 309

Chapter 10 I Implementing a Private Cloud 371

Chapter 11 I Architecting a Virtual Desktop Infrastructure 407

Chapter 12 I Accessing the Desktop and Datacenter from Anywhere and Anything 429

Chapter 13 I Optimizing the Desktop and Datacenter Infrastructure 443

Chapter 14 I Virtualizing with the Microsoft Public Cloud 467

Chapter 15 I The Best of the Rest of Windows Server 2012 491

Index I 517

Contents

Introduction xiii

Chapter 1 I Understanding Virtualization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

What Is Virtualization? 2

Understanding the Types of Cloud and Cloud Services 12

Shifting Technological Paradigms 15

Embracing the Return of the Dumb Terminal 17

Summary 19

Chapter 2 I Understanding Windows 7 and 8 Client OS Key Technologies . . . . 21

Tracing the Evolution of the Windows Client Operating System 22

Key Features Introduced in Windows Vista and Windows 7 29

Exploring the New Features in Windows 8 45

Summary 63

Chapter 3 I Virtualizing Client Operating Systems . . . . . . . . . . . . . . . . . . . . . . . . 65

Virtualizing an Operating System: The “Hello World” of Virtualization 66

Examining the Benefits of Virtualizing Locally 69

Tracing the Evolution of Client OS Virtualization— from Virtual PC to Client Hyper-V 72

Introducing Windows Virtual PC 76

Using Microsoft Enterprise Desktop Virtualization (MED-V) 81

Client Hyper-V in Windows 8 86

Summary 93

Chapter 4 I Virtualizing Desktop Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Looking at the Application Installation Process 96

How Virtualizing Desktop Applications Works 99

x Contents

Understanding the App-V Infrastructure 131

Using App-V in Your Organization 151

Summary 159

Chapter 5 I Virtualizing User Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

Understanding Data Virtualization Technologies at Home 162

Understanding Data Virtualization Technologies at Work 167

Managing Centralized Data Storage 175

Leveraging SharePoint and Office Technologies 183

Summary 184

Chapter 6 I Virtualizing User Profiles and Settings . . . . . . . . . . . . . . . . . . . . . . 185

Understanding the Fundamentals of User Profiles 186

Using Roaming Profiles for Virtualization 188

Understanding Windows Live Integration in Windows 8 193

Third-Party User Profile Virtualization Solutions 195

User Experience Virtualization: The Evolution of User Virtualization with the Microsoft Desktop Optimization Pack 198

Summary 204

Chapter 7 I Using Session Virtualization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207

Embracing Retro Virtualization: Why an Old Form of Virtualization Is Still One of the Best 208

Utilizing the Capabilities of Remote Desktop Protocol (RDP) 215

Using Remote Desktop Services (RDS) in Windows Server 2008 R2 and Windows 8 218

Using RDS with Other Virtualization Technologies 235

Third-Party Presentation Solutions for Remote Desktop Virtualization 236

Summary 238

xiContents

Chapter 8 I Working with Hyper-V . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239

Virtualizing the Datacenter OS 240

Understanding the Types of Hypervisor 241

Using Hyper-V with Windows Server 2008 R2 249

Using Hyper-V with Windows Server 2012 281

Deciding What and How to Virtualize 303

Comparing Hyper-V with VMware’s vSphere and Citrix XenServer 306

Summary 307

Chapter 9 I Using System Center Virtual Machine Manager . . . . . . . . . . . . . . . 309

A Brief History of System Center Virtual Machine Manager 310

Managing the Fabric 324

Creating Virtual Machine Templates and Service Templates 356

Summary 369

Chapter 10 I Implementing a Private Cloud . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 371

What Is a Private Cloud? 372

Understanding the Capabilities Needed to Offer a True Private Cloud 378

Designing a Private Cloud with Hyper-V and System Center 2012 386

Working with System Center App Controller 2012 399

System Center 2012—Moving Beyond the Virtual Machine Manager and the App Controller 401

Summary 406

Chapter 11 I Architecting a Virtual Desktop Infrastructure . . . . . . . . . . . . . . . 407

Understanding Virtual Desktop Infrastructure (VDI) 408

Architecting a Microsoft VDI Solution 411

Enhancing Your VDI with RemoteFX 423

Exploring Third-Party VDI Solutions 428

Summary 428

xii Contents

Chapter 12 I Accessing the Desktop and Datacenter from Anywhere and Anything . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 429

Understanding a Changing Workforce—Everyone Is Mobile 430

Providing E-mail Access 430

Providing Remote Services 433

Ensuring Security and Client Health with Network Access Protection 440

Summary 442

Chapter 13 I Optimizing the Desktop and Datacenter Infrastructure . . . . . . . 443

Designing the Best User Environment 444

Leveraging the Latest Technologies to Design the Optimal Datacenter 455

Summary 464

Chapter 14 I Virtualizing with the Microsoft Public Cloud . . . . . . . . . . . . . . . . 467

Tracing Microsoft’s History as a Public Cloud Provider 468

Using Platform as a Service with Windows Azure 468

Using Software as a Service with Microsoft Solutions 482

Summary 489

Chapter 15 I The Best of the Rest of Windows Server 2012 . . . . . . . . . . . . . . . 491

The Power of Many Servers, the Simplicity of One— the New Tao of Windows Server Management 492

Exploring the Core Infrastructure Service Enhancements 501

Summary 516

Index 517

xiii

Introduction

Welcome to the far-reaching world of Microsoft virtualization

technologies. With so many virtualization technologies available today, it can be dif-

ficult to understand and compare them all in order to determine what offers the most

benefits. However, it’s important to understand that finding a good solution is not

a question of which technology should be used, but how different technologies can

best work together. This book provides a foundation for understanding all the major

Microsoft virtualization technologies, including how they work and when and how to

get the most from them in your environment.

This book also provides guidance on creating the best architecture for your

entire organization—both on the desktop and in the datacenter—using the current

virtualization technologies that are available and with a view of what is coming in

the near future. In addition, I cover many tips and best practices I have learned over

many years of consulting and implementing the technologies at companies both

large and small.

I have tried hard to keep each chapter self-contained so that you can focus on

a specific virtualization technology that you may be considering without having to

read all the other chapters; however, reading the entire book will give you the most

complete understanding of the technologies. By the end of the book, I would be sur-

prised if you didn’t see a use for all the types of virtualization and how they could

help, which is a reflection of the sheer number of challenges organizations face today

and how rapidly technologies are being created to meet those challenges.

What You’ll Learn from This BookMicrosoft Virtualization Secrets will not only introduce you to all the types of vir-

tualization and the Microsoft-specific solutions, but also guide you through how

to use the technologies—both in isolation and in partnership with other technol-

ogies. Many of the chapters deal with a specific virtualization solution, but some

chapters serve to bring together many different technologies to help you archi-

tect the best and most complete solution for your organization. After reading this

book you will understand all the types of virtualization that are available and

when to use them.