Microsoft Virtualization SECRETS

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5 Microsoft Virtualization SECRETS DO WHAT YOU NEVER THOUGHT POSSIBLE WITH MICROSOFT VIRTUALIZATION John Savill

6 Executive Editor: Carol Long Project Editor: Katherine Burt Technical Editor: Michael Soul Production Editor: Daniel Scribner Copy Editor: Luann Rouff Editorial Manager: Mary Beth Wakefield Freelancer Editorial Manager: Rosemarie Graham Associate Director of Marketing: David Mayhew Marketing Manager: Ashley Zurcher Business Manager: Amy Knies Production Manager: Tim Tate Vice President and Executive Group Publisher: Richard Swadley Vice President and Executive Publisher: Neil Edde Associate Publisher: Jim Minatel Project Coordinator, Cover: Katie Crocker Compositors: Kate Kaminski, Craig Woods, Happenstance Type-O-Rama Proofreader: Louise Watson, Word One Indexer: John Sleeva Cover Image: Ryan Sneed Cover Designer: Chad Baker / Lifesize / Getty Images Microsoft Virtualization Secrets Published by John Wiley & Sons, Inc Crosspoint Boulevard Indianapolis, IN Copyright 2012 by John Savill Published by John Wiley & Sons, Inc., Indianapolis, Indiana Published simultaneously in Canada ISBN: ISBN: (ebk) ISBN: (ebk) ISBN: (ebk) Manufactured in the United States of America No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate percopy fee to the Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA 01923, (978) , fax (978) Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) , fax (201) , or online at Limit of Liability/Disclaimer of Warranty: The publisher and the author make no representations or warranties with respect to the accuracy or completeness of the contents of this work and specifically disclaim all warranties, including without limitation warranties of fitness for a particular purpose. No warranty may be created or extended by sales or promotional materials. The advice and strategies contained herein may not be suitable for every situation. This work is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional services. If professional assistance is required, the services of a competent professional person should be sought. Neither the publisher nor the author shall be liable for damages arising herefrom. The fact that an organization or Web site is referred to in this work as a citation and/or a potential source of further information does not mean that the author or the publisher endorses the information the organization or website may provide or recommendations it may make. Further, readers should be aware that Internet websites listed in this work may have changed or disappeared between when this work was written and when it is read. For general information on our other products and services please contact our Customer Care Department within the United States at (877) , outside the United States at (317) or fax (317) Wiley publishes in a variety of print and electronic formats and by print-on-demand. Some material included with standard print versions of this book may not be included in e-books or in print-on-demand. If this book refers to media such as a CD or DVD that is not included in the version you purchased, you may download this material at For more information about Wiley products, visit Library of Congress Control Number: Trademarks: Wiley and the Wiley logo are trademarks or registered trademarks of John Wiley & Sons, Inc. and/or its affiliates, in the United States and other countries, and may not be used without written permission. Microsoft is a registered trademark of Microsoft Corporation. All other trademarks are the property of their respective owners. John Wiley & Sons, Inc. is not associated with any product or vendor mentioned in this book.

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

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.

8 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 Microsoft technologies for 18 years and is the creator of the highly popular NTFAQ.COM website and a senior contributing 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, crawling 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.... vi

9 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 Bangalore, 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.... vii

10 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 Index I 517

11 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 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

12 Understanding the App-V Infrastructure 131 Using App-V in Your Organization 151 Summary 159 Chapter 5 I Virtualizing User Data 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 Understanding the Fundamentals of User Profiles 186 Using Roaming Profiles for Virtualization 188 Understanding Windows Live Integration in Windows 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 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 Using RDS with Other Virtualization Technologies 235 Third-Party Presentation Solutions for Remote Desktop Virtualization 236 Summary 238 x Contents

13 Chapter 8 I Working with Hyper-V 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 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 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 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 Working with System Center App Controller System Center 2012 Moving Beyond the Virtual Machine Manager and the App Controller 401 Summary 406 Chapter 11 I Architecting a Virtual Desktop Infrastructure 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 Contents xi

14 Chapter 12 I Accessing the Desktop and Datacenter from Anywhere and Anything 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 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 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 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 xii Contents

15 Introduction Welcome to the far-reaching world of Microsoft virtualization technologies. With so many virtualization technologies available today, it can be difficult 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 surprised 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 Book Microsoft Virtualization Secrets will not only introduce you to all the types of virtualization and the Microsoft-specific solutions, but also guide you through how to use the technologies both in isolation and in partnership with other technologies. Many of the chapters deal with a specific virtualization solution, but some chapters serve to bring together many different technologies to help you architect 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. xiii

7 Windows Tweaks. A Comprehensive Guide to Customizing, Increasing Performance, and Securing Microsoft Windows 7. Steve Sinchak

7 Windows Tweaks. A Comprehensive Guide to Customizing, Increasing Performance, and Securing Microsoft Windows 7. Steve Sinchak Take control of Windows 7 Unlock hidden settings Rev up your network Disable features you hate, for good Fine-tune User Account control Turbocharge online speed Master the taskbar and start button Customize