The term "virtualization" was coined in the 1960s to refer to a virtual machine (sometimes called "pseudo machine"), a term which itself dates from the experimental IBM M44/44X system.2 The creation and management of virtual machines has also been called "platform virtualization", or "server virtualization", more recently.34
Platform virtualization is performed on a given hardware platform by host software (a control program), which creates a simulated computer environment, a virtual machine (VM), for its guest software. The guest software is not limited to user applications; many hosts allow the execution of complete operating systems. The guest software executes as if it were running directly on the physical hardware, with several notable caveats. Access to physical system resources (such as the network access, display, keyboard, and disk storage) is generally managed at a more restrictive level than the host processor and system-memory. Guests are often restricted from accessing specific peripheral devices, or may be limited to a subset of the device's native capabilities, depending on the hardware access policy implemented by the virtualization host.5: 5,13
Virtualization often exacts performance penalties, both in resources required to run the hypervisor, as well as in reduced performance on the virtual machine compared to running native on the physical machine.6: 35,67-68
However, when multiple VMs are concurrently running on the same physical host, each VM may exhibit varying and unstable performance which highly depends on the workload imposed on the system by other VMs. This issue can be addressed by appropriate installation techniques for temporal isolation among virtual machines.
There are several approaches to platform virtualization.
Examples of virtualization use cases:
Main article: Full virtualization
In full virtualization, the virtual machine simulates enough hardware to allow an unmodified "guest" OS designed for the same instruction set to be run in isolation. This approach was pioneered in 1966 with the IBM CP-40 and CP-67, predecessors of the VM family.
Main article: Paravirtualization
In paravirtualization, the virtual machine does not necessarily simulate hardware, but instead (or in addition) offers a special API that can only be used by modifying the "guest" OS. For this to be possible, the "guest" OS's source code must be available. If the source code is available, it is sufficient to replace sensitive instructions with calls to VMM APIs (e.g.: "cli" with "vm_handle_cli()"), then re-compile the OS and use the new binaries. This system call to the hypervisor is called a "hypercall" in TRANGO and Xen; it is implemented via a DIAG ("diagnose") hardware instruction in IBM's CMS under VM (which was the origin of the term hypervisor)..
Main article: Hardware-assisted virtualization
In hardware-assisted virtualization, the hardware provides architectural support that facilitates building a virtual machine monitor and allows guest OSs to be run in isolation.11 This can be used to assist either full virtualization or paravirtualization. Hardware-assisted virtualization was first introduced on the IBM 308X processors in 1980, with the Start Interpretive Execution (SIE) instruction.12
In 2005 and 2006, Intel and AMD developed additional hardware to support virtualization ran on their platforms. Sun Microsystems (now Oracle Corporation) added similar features in their UltraSPARC T-Series processors in 2005.
In 2006, first-generation 32- and 64-bit x86 hardware support was found to rarely offer performance advantages over software virtualization.13
Main article: OS-level virtualization
In operating-system-level virtualization, a physical server is virtualized at the operating system level, enabling multiple isolated and secure virtualized servers to run on a single physical server. The "guest" operating system environments share the same running instance of the operating system as the host system. Thus, the same operating system kernel is also used to implement the "guest" environments, and applications running in a given "guest" environment view it as a stand-alone system.
A disaster recovery (DR) plan is often considered good practice for a hardware virtualization platform. DR of a virtualization environment can ensure high rate of availability during a wide range of situations that disrupt normal business operations. In situations where continued operations of hardware virtualization platforms is important, a disaster recovery plan can ensure hardware performance and maintenance requirements are met. A hardware virtualization disaster recovery plan involves both hardware and software protection by various methods, including those described below.1415
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Keith Adams; Ole Agesen (21–25 October 2006). A Comparison of Software and Hardware Techniques for x86 Virtualization (PDF). ASPLOS’06. San Jose, California, USA. Archived from the original (PDF) on 8 January 2022. Surprisingly, we find that the first-generation hardware support rarely offers performance advantages over existing software techniques. We ascribe this situation to high VMM/guest transition costs and a rigid programming model that leaves little room for software flexibility in managing either the frequency or cost of these transitions. https://web.archive.org/web/20220108130207/https://www.vmware.com/pdf/asplos235_adams.pdf ↩
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"Disaster Recovery Virtualization Protecting Production Systems Using VMware Virtual Infrastructure and Double-Take" (PDF). VMware. 2010. Archived from the original (PDF) on 23 September 2010. https://web.archive.org/web/20100923021435/http://www.vmware.com/files/pdf/DR_VMware_DoubleTake.pdf ↩