System i and System p. Creating a virtual computing environment

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1 System i and System p Creating a virtual computing environment

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3 System i and System p Creating a virtual computing environment

4 Note Before using this information and the product it supports, read the information in Notices on page 25 and the IBM Systems Safety Information manual, G Eighth Edition (September 2007) This edition applies to IBM AIX 5L Version 5.3 and to version 5, release 4, modification 0 of IBM i5/os (product number 5722-SS1) and to all subsequent releases and modifications until otherwise indicated in new editions. This version does not run on all reduced instruction set computer (RISC) models nor does it run on CISC models. Copyright International Business Machines Corporation 2004, US Government Users Restricted Rights Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

5 Contents About this topic v Creating a virtual computing environment PDF files for Planning Virtualization overview Virtualization resources PowerVM Editions Capacity on Demand offerings Dynamic LPAR Logical partition overview Micro-Partitioning Multiple operating system support Virtual adapters Planning for a virtual computing environment Physical planning Workload planning Partition planning Solution planning Deploying a virtual computing environment Hardware setup Partition setup Software setup Managing virtual resources on a single server Hardware Management Console Integrated Virtualization Manager Partition Load Manager for AIX Virtual I/O Server overview Virtual Partition Manager Related procedures for expansion units Appendix. Accessibility features Notices Trademarks Terms and conditions Copyright IBM Corp. 2004, 2007 iii

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7 About this topic This topic provides system administrators with an overview of the virtualization capabilities available with POWER5 systems. This topic also describes how to plan for and deploy virtualization capabilities as well as manage virtual resources. For information about the accessibility features of this product, for users who have a physical disability, see Accessibility features, on page 23. Copyright IBM Corp. 2004, 2007 v

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9 Creating a virtual computing environment Creating a virtual computing environment involves bringing together the physical and logical resources, such as memory, processors, networks, and storage into a single, manageable virtual environment. Creating and using a virtual computing environment allows you to consolidate the management and utilization of your system s resources. PDF files for Planning You can view and print a PDF of this information. To view or download the PDF version of detailed server and hardware specifications, general physical site guidelines, or solution planning information, select one of the following: v Planning (about KB). v Physical site planning and preparation (about 4008 KB). v Solution planning (about 1794 KB). Saving PDF files To save a PDF on your workstation for viewing or printing: 1. Right-click the PDF link in your browser. 2. Click the option that saves the PDF locally. 3. Navigate to the directory in which you want to save the PDF. 4. Click Save. Downloading Adobe Reader You need Adobe Reader installed on your system to view or print these PDFs. You can download a free copy from the Adobe Web site ( Virtualization overview Learn what virtualization is, the benefits of using virtualization, and the steps to follow when creating a virtual computing environment. Virtualization is the creation of substitutes for real resources, that is, substitutes that have the same functions and external interfaces as their counterparts, but that differ in attributes, such as size, performance, and cost. These substitutes are called virtual resources, and their users are typically unaware of the substitution. Virtualization is commonly applied to physical hardware resources by combining multiple physical resources into shared pools from which users receive virtual resources. With virtualization, you can make one physical resource look like multiple virtual resources. Virtual resources can have functions or features that are not available in their underlying physical resources. Virtualization can provide the following benefits: v Consolidation to reduce hardware cost Virtualization enables you to efficiently access and manage resources to reduce operations and systems management costs while maintaining needed capacity. Copyright IBM Corp. 2004,

10 Virtualization enables you to have a single server function as multiple virtual servers. v Optimization of workloads Virtualization enables you to respond dynamically to the application needs of its users. Virtualization can increase the use of existing resources by enabling dynamic sharing of resource pools. v IT flexibility and responsiveness Virtualization enables you to have a single, consolidated view of, and easy access to, all available resources in the network, regardless of location. Virtualization enables you to reduce the management of your environment by providing emulation for compatibility, improved interoperability, and transparent change windows. When creating a virtual computing environment, you must carefully plan how your virtual computing environment will be configured based on workload requirements and available hardware. Sufficient planning can help you create your virtualized computing environment with minimal disruption to your existing systems, and it allows you to set up your virtualized environment on an incremental basis. For example, you can start by virtualizing a single system, and then move on to virtualizing multiple systems. The following figure shows the key steps to creating a virtual computing environment: planning, deploying, and managing. Versions of this figure are used throughout this topic to help you understand to what phase the documentation applies. Planning Deploying Managing IPHB Planning considerations, deployment steps, and management procedures are summarized and referenced from this topic. Related concepts Learning and tutorials Virtualization resources Use this topic to learn about the different virtualization resources that are available. Virtualization resources provide virtualization intelligence in the processor, memory, I/O, and network. The different virtualization resources that are available are described in this topic. The POWER hypervisor is a layer of system firmware that supports virtualization technologies, logical partitioning, and dynamic resource movement across multiple operating system environments, including AIX 5L, Linux, and i5/os. With support for dynamic resource movement across multiple environments, you can move processors, memory, and I/O between partitions on the system as you move workloads among the environments. The hypervisor supports many advanced functions, including sharing of processors, virtual I/O, high-speed communications between partitions using Virtual LAN, and concurrent maintenance. It also enforces partition security and can provide virtual LAN channels between logical partitions, reducing the need for physical Ethernet adapters and releasing I/O adapter slots. 2 System i and System p: Creating a virtual computing environment

11 PowerVM Editions Learn about the components and editions of the PowerVM Editions (formerly known as Advanced POWER Virtualization) hardware feature. The PowerVM Editions hardware feature includes the following components to enhance the virtualization capabilities of your system: v Micro-Partitioning technology v Virtual I/O Server v Integrated Virtualization Manager v Live Partition Mobility v Partition Load Manager for AIX v Lx86 The PowerVM Editions hardware feature includes the following editions: v PowerVM Express Edition v PowerVM Standard Edition v PowerVM Enterprise Edition The following table describes each component of the PowerVM Editions feature, the editions in which each component is included, and the processor-based hardware on which each component is available. Table 1. PowerVM Editions components, editions, and hardware support Component Description Editions Hardware Micro-Partitioning technology The ability to allocate processors to logical partitions in increments of 0.1 allowing multiple logical partitions to share the system s processing power. v v v Express Edition Standard Edition Enterprise Edition v POWER6 v POWER5 Virtual I/O Server Software that facilitates the sharing of physical I/O resources between client logical partitions within the server. v v v Express Edition Standard Edition Enterprise Edition v v POWER6 POWER5 Integrated Virtualization Manager The graphical interface of the Virtual I/O Server management partition on some servers that are not managed by an Hardware Management Console. v v v Express Edition Standard Edition Enterprise Edition v v POWER6 POWER5 Live Partition Mobility The ability to migrate an active or inactive AIX or Linux logical partition from one system to another. Enterprise Edition POWER6 Partition Load Manager Software that provides processor and memory resource management and monitoring across AIX logical partitions within a single central processor complex. Standard Edition POWER5 Lx86 A product that makes a POWER system compatible with x86 applications. This extends the application support for Linux on POWER systems, allowing applications that are available on x86 but not on POWER systems to be run on the POWER system. v v v Express Edition Standard Edition Enterprise Edition POWER6 running SUSE or Red Hat Linux For more information about PowerVM Editions, see the PowerVM Editions Operations Guide. Creating a virtual computing environment 3

12 Related concepts Learning and tutorials Micro-Partitioning on page 9 Micro-Partitioning allows multiple logical partitions to share the system s processing power. Use this topic to learn more about Micro-Partitioning and how it functions in a virtual computing environment. Capacity on Demand offerings Find out what the different Capacity on Demand (CoD) offerings are and learn the basics of each offering. The following table provides a brief description of each CoD offering. Consult your IBM Business Partner or IBM sales representative to select the CoD offering most appropriate for your environment. For more information, such as how to order and use a particular offering, select the offering in the left column. Table 2. Capacity on Demand offerings Offering Description Capacity Upgrade on Demand You can permanently activate inactive processors and memory units by purchasing an activation feature and entering the provided activation code. Capacity Upgrade on Demand (CUoD) offers you the capability to permanently activate one or more inactive processors or memory units without requiring you to restart your server or interrupt your business. Trial Capacity on Demand You can evaluate the use of inactive processors, memory, or both, at no charge using Trial CoD. After it is started, the trial period is available for 30 power-on days. This means the trial period advances only while the server is powered on. You can use the HMC to stop a current CoD trial for processors or memory units before the trial automatically expires. If you choose to stop the trial before it expires, you cannot restart it and you forfeit any remaining days. On/Off Capacity on Demand You can activate processors or memory units for a number of days, as your business peaks demand, by using inactive resources on a temporary basis. With On/Off CoD, you can temporarily activate and deactivate processors and memory units to satisfy business peaks. After you request that a number of processors or memory units be made temporarily available for a specified number of days, those processors and memory units are available immediately. You can start and stop requests for On/Off CoD, and you can also change the number of resources or days in a running On/Off request. This offering has contract requirements. Utility Capacity on Demand Utility CoD is for customers with unpredictable, short workload spikes who need an automated and affordable way to help ensure additional server resource is available as needed. Utility CoD automatically provides additional processor capacity on a temporary basis within the shared processor pool. Use is measured in processor minute increments and is reported at the Utility CoD web site. Payment is required based on the reported use of processor minutes. You must purchase and pay for an order that includes a quantity of Utility CoD Billing Features. Each managed system has a reporting limit and a reporting threshold. These values are set by the Utility CoD Enablement Code. On managed systems with 1 to 4 processors, the reporting threshold is 500 minutes, and the reporting limit is 1000 minutes. On managed systems with 5 to 16 processors, the reporting threshold is 1000 minutes, and the reporting limit is 2000 minutes. 4 System i and System p: Creating a virtual computing environment

13 Table 2. Capacity on Demand offerings (continued) Offering Reserve Capacity on Demand Capacity BackUp Virtualization Engine technologies Accelerator for System i5 Description You can meet the demands of business peaks by using Reserve CoD to provide prepaid temporary capacity that is automatically used by the server. With Reserve CoD, you can purchase a reserve capacity prepaid feature that represents a number of processor days. You can then activate the inactive processors as your business requires. The reserve processors are put in the server shared processor pool, where they are used as needed by uncapped partitions. Whenever the capacity of the non-reserve CoD processors in the shared processor pool reaches the maximum capacity of those processors and is no longer sufficient to support the server workload, then the Reserve CoD prepaid balance is charged. You can use Capacity BackUp to provide an off-site, disaster recovery server using On/Off CoD capabilities. The Capacity BackUp offering has a minimum set of active processors that can be used for any workload and a large number of inactive processors that can be activated using On/Off CoD in the event of a disaster. A specified number of no-charge On/Off CoD processor days is provided with Capacity BackUp. You can view all of your IT resources by using the IBM Virtualization Engine, which allows you to better manage your assets. The IBM Virtualization Engine is made up of Virtualization Engine systems technologies and Virtualization Engine systems services. Enterprise Enablement is a Virtualization Engine systems technology that enables the system for 5250 Online Transaction Processing (OLTP) with the i5/os operating system. Advanced POWER is a Virtualization Engine systems technology that enables the system for these features: v Virtual I/O hosting (IBM System i5 and IBM System p5 ) v Partition Load Manager (IBM System i5 and IBM System p5) v Micro-Partitioning (IBM System p5) You can use Accelerator to permanently activate the inactive portion of a single processor for an IBM System i For example, if you have less than a full processor activated on a 1-way system, you can activate the balance of that processor so that you can utilize the entire processor without restarting your server. When activating a partial processor, ensure that you have correctly prepared your server. Related concepts Accelerator for System i5 Capacity BackUp Capacity Upgrade on Demand On/Off Capacity on Demand Reserve Capacity on Demand Trial Capacity on Demand Virtualization Engine technologies Dynamic LPAR Dynamic LPAR allows hardware resources to be moved between logical partitions. Use this topic to learn about dynamic LPAR and how it helps to create a virtual computing environment. The introduction of logical partitioning has expanded the options for deploying applications and workloads. Logical partitioning provides more flexibility by making it possible to run multiple, independent operating system images concurrently on a single server. Dynamic LPAR allows partition resources to be moved from one logical partition to another without requiring a reboot of the system or affected partitions. The following are some example situations in which dynamic LPAR is useful: Creating a virtual computing environment 5

14 v Move processors from a test partition to a production partition in periods of peak demand, then move them back again as demand decreases. v Move memory to a partition that is doing excessive paging. v Move an infrequently used I/O device between partitions, such as a CD-ROM for installations, or a tape drive for backups. v Release a set of processor, memory, and I/O resources into the free pool, so that a new partition can be created from those resources. v Configure a set of minimal logical partitions to act as backup to primary logical partitions, while also keeping some set of resources available. If one of the primary logical partitions fails, you can assign available resources to that backup logical partition so that it can assume the workload. Related information Dynamically managing logical partition resources using HMC Dynamically managing memory using Integrated Virtualization Manager Dynamically managing processing power using Integrated Virtualization Manager Logical partition overview Logical partitioning is the ability to make a server run as if it were two or more independent servers. When you logically partition a server, you divide the resources on the server into subsets called logical partitions. You can install software on a logical partition, and the logical partition runs as an independent logical server with the resources that you have allocated to the logical partition. Processors, memory, and input/output devices are examples of resources that you can assign to logical partitions. Examples of the kinds of software that you can install and run on logical partitions include the AIX, i5/os, and Linux operating systems and Virtual I/O Server software. Logical partitions share a few system attributes, such as the system serial number, system model, and processor feature code. All other system attributes can vary from one logical partition to another. You must use tools to partition your servers. The tool that you use to partition each server depends upon the server model and the operating systems and features that you want to use on the server. Benefits of partitioning The following scenarios illustrate the benefits of partitioning your server: Consolidating servers A logically partitioned server can reduce the number of servers that are needed within an enterprise. You can consolidate several servers into a single logically partitioned system. This eliminates the need for, and expense of, additional equipment. Sharing resources You can quickly and easily move hardware resources from one logical partition to another as needs change. Features such as Micro-Partitioning allow for processor resources to be shared automatically among logical partitions that use the shared processor pool. Other features, such as dynamic logical partitioning, allow for resources to be moved to, from, and between running logical partitions manually without shutting down or restarting the logical partitions. Maintaining independent servers Dedicating a portion of the resources (disk storage unit, processors, memory, and I/O devices) to a partition achieves logical isolation of software. If configured correctly, logical partitions also have some hardware fault tolerance. Batch and 5250 on-line transaction processing (OLTP) workloads, which might not run well together on a single machine, can be isolated and run efficiently in separate partitions. Creating a mixed production and test environment You can create a combined production and test environment on the same server. The production 6 System i and System p: Creating a virtual computing environment

15 partition can run your main business applications, and the test partition is used to test software. A failure in a test partition, while not necessarily planned, will not disrupt normal business operations. Merging production and test environments Partitioning enables separate partitions to be allocated for production and test servers, eliminating the need to purchase additional hardware and software. When testing has been completed, the resources allocated to the test partition can be returned to the production partition or elsewhere as required. As new projects are developed, they can be built and tested on the same hardware on which they will eventually be deployed. Running integrated clusters Using high-availability application software, your partitioned server can run as an integrated cluster. You can use an integrated cluster to protect your server from most unscheduled failures within a partition. Although there are many benefits to using logical partitioning, consider the following points before choosing to partition. v Processor and memory failures might result in the failure of the entire server with all of its logical partitions. (The failure of a single I/O device affects only the logical partition to which the I/O device belongs.) To reduce the possibility of system failure, you can use the Advanced System Management Interface (ASMI) to set the server so that the server can deconfigure failing processors or memory modules automatically. After the server deconfigures the failing processor or memory module, the server continues running without using the deconfigured processor or memory module. v There are many concepts that you must understand to implement logical partitions successfully on your server. v Administering a consolidated system might be more difficult in some ways than administering multiple smaller systems, particularly if the resources in the consolidated system are used at a level close to their capacity. If you anticipate that you will use your server at a level close to its capacity, consider ordering a server model that is capable of Capacity on Demand (CoD). Sharing resources Although each logical partition acts as an independent server, the logical partitions on a server can share some kinds of resources with each other. The ability to share resources among many logical partitions allows you to increase resource utilization on the server and to move the server resources to where they are needed. The following list illustrates some of the ways in which logical partitions can share resources. For some server models, the features mentioned in this list are options for which you must obtain and enter an activation code. v Micro-Partitioning (or shared processing) allows logical partitions to share the processors in the shared processor pool. The shared processor pool includes all processors on the server that are not dedicated to specific logical partitions. Each logical partition that uses the shared processor pool is assigned a specific amount of processor power from the shared processor pool. If the logical partition needs more processor power than its assigned amount, the logical partition is set by default to use the unused processor power in the shared processor pool. The amount of processor power that the logical partition can use is limited only by the virtual processor settings of the logical partition and the amount of unused processor power available in the shared processor pool. For more information about Micro-Partitioning, see Shared Processors. v Dynamic logical partitioning allows you to move resources to, from, and between running logical partitions manually without shutting down or restarting the logical partitions. This allows you to share devices that logical partitions use occasionally. For example, if the logical partitions on your server use an optical drive occasionally, you can assign a single optical drive to multiple logical partitions as a desired device. The optical drive would belong to only one logical partition at a time, but you can use dynamic logical partitioning to move the optical drive between logical partitions as needed. On servers that are managed using the Integrated Virtualization Manager, dynamic logical partitioning is Creating a virtual computing environment 7

16 supported only for the management partition. Dynamic logical partitioning is not supported on servers that are managed using the Virtual Partition Manager. v Virtual I/O allows logical partitions to access and use I/O resources on other logical partitions. For example, virtual Ethernet allows you to create a virtual LAN that connects the logical partitions on your server to each other. If one of the logical partitions on the server has a physical Ethernet adapter that is connected to an external network, you can configure the operating system of that logical partition to connect the virtual LAN with the physical Ethernet adapter. This allows the logical partitions on the server to share a physical Ethernet connection to an external network. v A Host Ethernet Adapter (HEA) allows multiple logical partitions to share a single physical Ethernet adapter. Unlike most other types of I/O devices, you can never assign the HEA itself to a logical partition. Instead, multiple logical partitions can connect directly to the HEA and use the HEA resources. This allows these logical partitions to access external networks through the HEA without having to go through an Ethernet bridge on another logical partition. Supported operating systems and software The operating systems and software that are supported on IBM eserver hardware varies by server line. The following table details the operating systems and software that is supported on each server line. Table 3. Supported operating systems and software for logical partitions on IBM Systems and eserver environments IBM eserver i5 IBM System p5 and eserver p5 AIX Yes Yes No i5/os Yes Yes No Linux Yes Yes Yes Virtual I/O Server Yes Yes Yes Windows environment integrated Yes Yes No on iseries Linux environment integrated on iseries Yes Yes No IBM eserver OpenPower Managed Systems A managed system is a single physical server and the resources that are connected to the physical server and managed by the physical server as a single unit. Connected resources can include expansion units, towers, and drawers, and storage area network (SAN) resources that are assigned to the server. You can install a single operating system on a managed system and use the managed system as a single server. Alternately, you can use a partitioning tool, such as the Hardware Management Console (HMC), to create multiple logical partitions on the managed system. The partitioning tool manages the logical partitions on the managed system. 8 System i and System p: Creating a virtual computing environment

17 In this figure, you can see the logical partitions on each managed system, with the operating systems installed on the disk drives of the physical server and the connected expansion units. The HMC is connected to both managed systems simultaneously and allows you to manage both managed systems from a single location. Related concepts Shared processors Micro-Partitioning Micro-Partitioning allows multiple logical partitions to share the system s processing power. Use this topic to learn more about Micro-Partitioning and how it functions in a virtual computing environment. Micro-Partitioning enables you to allocate processors to logical partitions in increments of.1. For example, one partition might have.6 of a processor, while another partition might have 1.4 processors. Such partitions are referred to as shared processor partitions. You can choose between dedicated processor partitions and shared processor partitions using Micro-Partitioning. Micro-Partitioning allows for increased overall use of system resources by automatically applying only the required amount of processor resource needed by each partition. You can configure the POWER hypervisor to continually adjust the amount of processor capacity that is allocated to each shared processor partition based on workload. Tuning parameters provide the system administrator with extensive control over the amount of processor resources that each partition can use. Creating a virtual computing environment 9

18 Micro-Partitioning is supported by AIX APAR IY58321 or later, i5/os V5R4 or later, and Linux. To use Micro-Partitioning on IBM System p5, IBM eserver p5, IBM eserver OpenPower, and System p servers, the Advanced POWER Virtualization feature is required. Related concepts PowerVM Editions on page 3 Learn about the components and editions of the PowerVM Editions (formerly known as Advanced POWER Virtualization) hardware feature. Shared processors Multiple operating system support In a virtual computing environment, a single server can run multiple operating systems simultaneously. Use this topic to learn how multiple operating-system support contributes to a virtual computing environment. Logical partitioning allows a single server to run multiple operating system images concurrently on the same system. After a logical partition has been created, you can install an operating system in the partition. The ability to run multiple operating systems concurrently on the system allows for more effective server consolidation. For example, a dedicated AIX server and dedicated Linux server can now be consolidated into one server by configuring an AIX and a Linux logical partition. The POWER5 processor-based products servers support AIX 5L Version 5.2 or later, i5/os V5R3 or later, SUSE LINUX Enterprise Server 8 or later, and Red Hat Enterprise Linux version 3 or later. Related tasks Installing operating systems Virtual adapters Virtual adapters allow you to connect logical partitions with each other without using physical hardware. Operating systems can display, configure, and use virtual adapters just like they can display, configure, and use physical adapters. Depending on the operating environment used by the logical partition, you can create virtual Ethernet adapters, virtual Small Computer Serial Interface (SCSI) adapters, and virtual serial adapters for a logical partition. The system administrator uses the following tools to create virtual adapters: v Hardware Management Console (HMC) v Integrated Virtualization Manager v Virtual Partition Manager Adapters can be added while the system is running using dynamic logical partitioning. The virtual adapters are recorded in system inventory and management utilities. Converged location codes can be used to correlate operating-system level or partition-level software entities to adapters, such as eth0, CMN21, and en0. Similarly, the Ethernet adapters are visible in the same way as physical Ethernet adapters. By default, Virtual Ethernet Media Access Control (MAC) addresses are created from the locally administered range. Using the default MAC addresses, it is possible that different servers will have virtual Ethernet adapters with the same addresses. This situation can present a problem if multiple, virtual networks are bridged to the same physical network. If a server partition providing I/O for a client partition fails, the client partition might continue to function, depending on the significance of the hardware it is using. For example, if one partition is providing the paging volume for another partition, a failure of the partition providing that particular resource will be significant to the other partition. However, if the shared resource is a tape drive, a failure of the server partition providing the resource will have only minimal effects on the client partition. 10 System i and System p: Creating a virtual computing environment

19 Virtual I/O client support The following table summarizes operating system support for using virtual I/O devices. Table 4. Virtual I/O client support by operating system Virtual console Virtual Ethernet Virtual disk Virtual CD Virtual tape AIX Yes Yes Yes Yes when Integrated Virtualization Manager managed No No when HMC managed i5/os Yes Yes No No No Linux Yes Yes Yes Yes Yes AIX partitions support booting from virtual devices, including disk boot from virtual disk or network boot from virtual Ethernet. The firmware running in AIX and Linux logical partitions recognizes virtual I/O and can start the partition from virtual I/O. IPL can be either from the network over virtual Ethernet, or from a device such as virtual disk or virtual CD. Virtual I/O server support The following table summarizes operating system support for providing virtual I/O to partitions. Table 5. Virtual I/O server support by operating system Virtual CD Virtual console Virtual disk Virtual tape i5/os Yes Yes Yes Yes Linux Yes Yes No No Virtual I/O Server Yes Yes Yes No Version 1.1 of the Virtual I/O Server (08/2004) provides SCSI disk and shared Ethernet adapter functions to logical partitions that use Virtual I/O Server resources. i5/os provides disk, CD, tape, and console functions to logical partitions that use i5/os resources. i5/os uses standard i5/os network server storage and network server descriptions to provide disk, CD, and tape resources to other logical partitions. To configure virtual I/O for the logical partitions on your managed system, you must create virtual I/O adapters on the HMC or Integrated Virtualization Manager. Virtual I/O adapters are usually created when you create your logical partitions. Alternately, you can add virtual I/O adapters to running logical partitions using dynamic logical partitioning. After you create a virtual I/O adapter, you can then access the operating system used by the logical partition and complete the configuration of the virtual I/O adapter in the operating system software. For Linux partitions, virtual adapters are listed in the device tree. The device tree contains Virtual SCSI adapters, not the devices under the adapter. Logical Host Ethernet Adapter A Logical Host Ethernet Adapter (LHEA) is a special type of virtual adapter. Even though an LHEA is a virtual resource, an LHEA can exist only if a physical Host Ethernet Adapter (HEA) provides its Creating a virtual computing environment 11

20 resources to the LHEA. For more information about how LHEAs work, see Host Ethernet Adapter. Related concepts How each OS implements virtual resources Concepts for virtual SCSI Concepts for virtual networking Planning for a virtual computing environment Learn about the planning steps that you should consider before deploying a virtual computing environment. Planning your virtual computing environment is the first step you must take when creating a virtual computing environment. Sufficient planning helps you ensure that your virtual computing environment is configured in a way to meet your computing needs and that you are using your hardware resources effectively. Use the System Planning Tool (SPT) to streamline the planning and deployment of your virtual computing environment. The SPT can help you plan the number of virtual resources to assign each logical partition and can help you determine where to place hardware within the server to support your logical partition needs. To help you plan for workloads and performance, the SPT incorporates the IBM Systems Workload Estimator (WLE), and uses performance data collected by IBM Performance Management for eserver System i. Related information System Planning Tool Physical planning Use this topic to learn about physical planning as it fits into the picture of planning for a virtualized system. When planning for a new system, you must consider the physical characteristics of your system. Physical planning allows you to be sure that you meet such requirements as space requirements, power and electricity requirements, and cooling requirements. Physical planning also involves considerations for unpacking the system and weight requirements for lifting, whether you are going to have a rack-mounted system or stand-alone system, where in the rack to install the system, and installing the stabilizer bar in the rack. The System Planning Tool (SPT) can help you decide the best location for particular hardware components based on the logical partition configuration that you specify in the system plan. 12 System i and System p: Creating a virtual computing environment

21 Related reference Physical site planning and preparation Related information System Planning Tool Workload planning Planning for your workload helps set the hardware and software resources you will need when you create and use a virtual computing environment. Use this topic to learn about what tools are available to help you configure your system to meet your workload demands. Workload planning includes considering the capacity, performance, and availability requirements for your server and its logical partitions. For example, the workload requirements for your server or logical partitions can vary based on the type or importance of the work that it is performing. To help you plan for workloads, the SPT incorporates the IBM Systems Workload Estimator (WLE), and uses performance data collected by IBM Performance Management for eserver System i: v The IBM Systems Workload Estimator is used to assist when planning for capacity and workloads. Using the IBM Systems Workload Estimator, you can model your logical partition environment, specify operating systems and applications that will be running in those logical partitions, and specify what types of jobs they will be handling. The IBM Systems Workload Estimator then assists you in making sure that your configuration is sufficient to meet your computing requirements. This tool estimates workloads for both System p and System i systems. v IBM Performance Management for eserver System i is used to help manage the growth and performance of your IBM eserver System i system. IBM Performance Management for eserver System i helps you manage your system to help ensure its availability, and allows you to access your system s performance, capacity and growth information. IBM Performance Management for eserver System i can be used in conjunction with the IBM Systems Workload Estimator. Related concepts Solution planning on page 14 Use this topic to learn about solution planning and why it is critical in the planning process. Related tasks Planning for workloads Related information System Planning Tool Partition planning Learn more about planning your logical partition configuration. Creating logical partitions on your system can ease management of your system and help enable your system to use its resources more effectively and efficiently. Using logical partitions, you can consolidate the workloads of multiple servers onto a single server. To effectively use logical partitions, you must plan your logical partition environment, such as how many partitions you need and what types of work those partitions will be performing. The System Planning Tool (SPT) is available to assist you in planning for logical partitions. The SPT can help you plan the number of virtual resources to assign each logical partition and can help you determine where to place hardware within the server to support your logical partition needs. SPT also incorporates the IBM Systems Workload Estimator (WLE), and IBM Performance Management for eserver System i to help you plan for workloads and performance. After you are satisfied with your system plan, you can save the configuration data to a system-plan file. The system-plan file reflects your system requirements, while not exceeding resource recommendations. Creating a virtual computing environment 13

22 You can then import the system-plan file into the marketing configurator (econfig) for ordering, and the Hardware Management Console (HMC) or Integrated Virtualization Manager for automated validation and deployment. The Virtual Partition Manager does not support automated system plan deployment. Attention: The SPT is designed to enforce HMC requirements and Integrated Virtualization Manager requirements. Thus, the system plan might not be valid for Virtual Partition Manager environments. Related tasks Planning for logical partitions Related information System Planning Tool Solution planning Use this topic to learn about solution planning and why it is critical in the planning process. Solution planning is the process of verifying that all your server equipment meets or exceeds the operational requirements of your solution. Before installing the hardware, software, and other equipment needed to run your hardware solution, develop a solution plan to ensure that your system meets your requirements. The System Planning Tool (SPT) can help you plan for workloads, capacity, and performance. Related concepts Workload planning on page 13 Planning for your workload helps set the hardware and software resources you will need when you create and use a virtual computing environment. Use this topic to learn about what tools are available to help you configure your system to meet your workload demands. Related information Solution planning System Planning Tool Deploying a virtual computing environment Learn about the steps necessary to set up a server, deploy logical partitions, and configure virtualization technologies. After you have taken the necessary planning steps, you can begin deploying your virtual computing environment. Deploying a virtual computing environment involves setting up the hardware, creating and configuring the logical partitions, and installing the necessary software for the logical partitions. Hardware setup A prerequisite to deploying a virtual computing environment is to set up your hardware. Use this to gain an understanding of the tools and documentation that are available to assist you. 14 System i and System p: Creating a virtual computing environment

23 Deployment of your virtual system begins with appropriate hardware setup. While most of the virtualization-specific configuration procedures are performed while configuring logical partitions and installing software, correctly setting up your hardware ensures that your system is capable of starting and is functional before you perform such additional virtualization and other custom configurations. You can use the system-plan file (exported from the System Planning Tool) to help you place hardware within your server. Related information Initial server setup System Planning Tool Partition setup Use this topic to learn the necessary steps to set up partitions. Setting up logical partitions involves creating the logical partition, selecting the logical partition type (AIX or Linux, i5/os, or Virtual I/O Server), and assigning either physical or virtual resources to it. The number of logical partitions, what operating systems are to be installed on those partitions, and what computing resources are assigned to the partition depends on your computing requirements and available hardware resources. Plan these configurations before you begin the partition setup to ensure the virtual computing environment meets all your computing requirements. Setting up partitions is performed using the Hardware Management Console (HMC), Virtual Partition Manager, or Integrated Virtualization Manager. In HMC and Integrated Virtualization Manager environments, you can import the system-plan file (exported from the System Planning Tool) and complete the Deploy System Plan wizard to validate and deploy your system plan. Importing the system-plan file to the HMC or Integrated Virtualization Manager can help simplify the partition setup process and ensure that your environment is configured according to the specifications you created during the partition planning process. In Virtual Partition Manager environments, you cannot import the system-plan file for deployment. However, you can use your system-plan file (exported from the System Planning Tool) to help you specify the correct logical partition configuration when setting up logical partitions. Related tasks Deploying a system plan Related information Partitioning the server System Planning Tool Software setup Use this topic to learn what other virtualization software you can install after your partitions are configured. After the logical partitions are created, you are ready to install operating system software and other software on the logical partitions. Logical partitions on IBM Systems and IBM eserver hardware support the AIX, i5/os, and Linux operating systems. The Virtual I/O Server can also be installed in one or more partitions on IBM System i, IBM eserver i5 and eserver p5 systems that have the Advanced POWER Virtualization key enabled. On IBM System p5 and eserver p5 servers, the Virtual I/O Server is necessary to be able to set up shared Ethernet and virtual storage configurations. On IBM System i5 and eserver i5 systems, the i5/os operating system can be used to set up virtual Ethernet and virtual storage configurations, but the Virtual I/O Server is required in order to configure shared Ethernet adapters. Creating a virtual computing environment 15

24 In addition to installing operating systems and other software, you can install and configure IBM Virtualization Engine applications. The IBM Virtualization Engine can help you aggregate pools of resources and get a consolidated view of them. Some IBM Virtualization Engine technologies that can be used include the Virtualization Engine Console, IBM Enterprise Workload Manager, IBM Director, and Resource Dependency Service. Related tasks Installing operating systems Related information Enterprise Workload Manager IBM Director Resource Dependency Service Virtualization Engine console Managing virtual resources on a single server Use this topic to learn about the tools used to manage virtual resources on a single virtualized server. Various tools exist that allow you to manage virtual resources on a single server. This topic provides information about the virtualization management tools, and it can help you determine which of these tools are right for use in your environment. Related tasks Managing a virtual system Hardware Management Console The Hardware Management Console (HMC) is a hardware appliance that you can use to configure and control one or more managed systems. You can use the HMC to create and manage logical partitions and activate Capacity Upgrade on Demand. Using service applications, the HMC communicates with managed systems to detect, consolidate, and send information to service and support for analysis. The HMC also provides terminal and 5250 console emulation for the logical partitions on your managed system. You can connect to logical partitions from the HMC itself, or you can set up the HMC so that you can connect to logical partitions remotely through the HMC. HMC terminal and 5250 console emulation provides a dependable connection that you can use if no other terminal or console device is connected or operational. HMC terminal and 5250 console emulation is particularly useful during initial system setup, before you have configured your terminal or console of choice. 16 System i and System p: Creating a virtual computing environment

25 This figure illustrates the logical partitions and the server firmware on the IBM Systems and eserver hardware. The server firmware is code that is stored in system flash memory on the server. The server firmware directly controls the resource allocations on the server and the communications between logical partitions on the server. The HMC connects with the server firmware and specifies how the server firmware allocates resources on the server. If you use a single HMC to manage a server, and the HMC malfunctions or becomes disconnected from the server firmware, then the server continues to run, but you will not be able to change the logical partition configuration of the server or manage the server. If desired, you can attach an additional HMC to act as a backup and to provide a redundant path between the server and IBM service and support. Partitioning using the HMC is supported on all IBM System i5 and eserver i5, IBM System p5 and eserver p5, and IBM eserver OpenPower server models, although some models require you to enter an Advanced POWER Virtualization activation code before you can partition the server. There are two different HMC user interfaces. v Version 7 and later of the HMC uses a web-based user interface. You can configure the HMC to allow remote connections using a supported web browser. v Version 6 and earlier of the HMC uses a window-based user interface. You can configure the HMC to allow remote connections using the Web-based System Manager. Related concepts Learning and tutorials Related tasks Managing the Hardware Management Console Partitioning with an HMC Related information Partitioning with version 7 or later of the HMC System Planning Tool Integrated Virtualization Manager The Integrated Virtualization Manager is a browser-based system management interface for the Virtual I/O Server. The Integrated Virtualization Manager allows you to create and manage AIX and Linux logical partitions on a single IBM System p server. On OpenPower servers, the Integrated Virtualization Manager supports only Linux logical partitions. The Integrated Virtualization Manager is supported only on specific server models. Virtual I/O Server is software that provides virtual storage and shared Ethernet resources to the other logical partitions on the managed system. Virtual I/O Server is not a general purpose operating system that can run applications. Virtual I/O Server is installed on a logical partition in the place of a general purpose operating system, and is used solely to provide virtual I/O resources to other logical partitions with general purpose operating systems. You use the Integrated Virtualization Manager to specify how these resources are assigned to the other logical partitions. To use the Integrated Virtualization Manager, you must first install Virtual I/O Server on an unpartitioned server. Virtual I/O Server automatically creates a logical partition for itself, which is called the management partition for the managed system. The management partition is the Virtual I/O Server logical partition that controls all of the physical I/O resources on the managed system. After you install Virtual I/O Server, you can configure a physical Ethernet adapter on the server so that you can connect to the Integrated Virtualization Manager from a computer with a Web browser. Creating a virtual computing environment 17

26 This figure illustrates Virtual I/O Server in its own logical partition, and the AIX and Linux logical partitions that are managed by the Virtual I/O Server logical partition. The browser on the PC connects to the Integrated Virtualization Manager interface over a network, and you can use the Integrated Virtualization Manager to create and manage the logical partitions on the server. Resource assignment When you use the Integrated Virtualization Manager to create a logical partition, then you assign memory and processor resources directly to logical partitions. If you use dedicated processors, then you specify the exact number of dedicated processors. If you use shared processors, then you specify the number of virtual processors for the logical partition, and the Integrated Virtualization Manager calculates the number of processing units it assigns to the logical partition based on the number of virtual processors. In all cases, the amount of resources that you assign is committed to the logical partition from the time that you create the logical partition until the time that you change this amount or delete the logical partition. You therefore cannot overcommit processor resources to logical partitions using the Integrated Virtualization Manager. A logical partition that is created using the Integrated Virtualization Manager has minimum and maximum memory and processor values. The minimum and maximum values are used when you use a workload management application on the managed system, when you restart the managed system after a processor failure, or when you dynamically move resources to or from the Virtual I/O Server management partition. By default, the minimum and maximum values are set to the same value as the actual amount of committed resources. You can change the minimum and maximum processor values at any time, but you can change the minimum and maximum memory values only while the logical partition is not running. When you use the Integrated Virtualization Manager to partition your managed system, a fraction of the memory and a fraction of the processors on the managed system are assigned to the Virtual I/O Server management partition. If desired, you can change the memory and processor resources that are assigned 18 System i and System p: Creating a virtual computing environment

27 to the management partition to match your Virtual I/O Server workload. Physical disks can be assigned directly to logical partitions, or they can be assigned to storage pools, and virtual disks (or logical volumes) can be created from these storage pools and assigned to logical partitions. Physical Ethernet connections are generally shared by configuring the physical Ethernet adapter as a virtual Ethernet bridge between the virtual LAN on the server and an external, physical LAN. Host Ethernet Adapter Other types of I/O devices Related tasks Managing the Integrated Virtualization Manager Partitioning with the Integrated Virtualization Manager Partition Load Manager for AIX The Partition Load Manager provides processor and memory resource management and monitoring across logical partitions within a single managed system that uses POWER5 technology. Partition Load Manager allows you to more effectively use resources by allowing you to set thresholds for designated resources. When a threshold is exceeded, Partition Load Manager can try to assign resources to that logical partition by using resources assigned to other logical partitions that are not being used. Partition Load Manager is available as part of the Advanced POWER Virtualization feature. When the Partition Load Manager resource manager starts, it registers several events on every required logical partition s node. The following events are registered individually on all of the managed logical partitions nodes: v Memory-page-steal high thresholds v Memory-usage high thresholds and low thresholds v Processor-load-average high thresholds and low thresholds The Partition Load Manager resource manager tracks these threshold values. Every time a threshold is exceeded, Partition Load Manager receives a Resource Monitoring and Control (RMC) event. When a high threshold is exceeded, the node needs more resources. Alternately, when a low threshold is crossed, the node has more resources available than it is currently using. When a node requests additional resources, Partition Load Manager determines whether the node can accept additional resources. If the node can accept additional resources, Partition Load Manager conducts a search for available resources. Such additional resources can be found in the following places: v The free pool, which is the list of currently unused resources maintained by Partition Load Manager. These resources are reallocated freely. v Nodes that have indicated through events that they can release resources. These resources are removed from the node that does not require them and reallocated to the node that is requesting additional resources. v Taken away from a node that has a lesser need for the resource, or a lower priority, than the node requesting the resource. These resources are removed from the node that has lower priority and reallocated to the node that is requesting additional resources. Determining which node is more or less deserving of resources is primarily done by taking into account certain values defined in a policy file. This policy file details partitions, their entitlements, their thresholds, and organizes the partitions into groups. Every node, but not every logical partition, managed by Partition Load Manager must be defined in the policy file, along with several associated attribute values. Some of the attributes that are associated with the node are the maximum, minimum, and guaranteed resource values, variable share values, and so on. Partition Load Manager takes these attributes into account when a decision is made as to whether a resource is reallocated from one logical partition to another. Creating a virtual computing environment 19

28 For example, a machine is likely to lose its resource to a node with a higher variable shares attribute value if that machine has a lesser variable shares attribute value and currently has more resource than the guaranteed resource value given in the policy file. Related tasks Configuring resource management for AIX partitions with the Partition Load Manager Virtual I/O Server overview Learn the concepts of the Virtual I/O Server and its primary components. The Virtual I/O Server is software that is located in a logical partition. This software facilitates the sharing of physical I/O resources between AIX and Linux client logical partitions within the server. The Virtual I/O Server provides virtual SCSI target and Shared Ethernet Adapter capability to client logical partitions within the system, allowing the client logical partitions to share SCSI devices and Ethernet adapters. The Virtual I/O Server software requires that the logical partition be dedicated solely for its use. The Virtual I/O Server is available as part of the Advanced POWER Virtualization hardware feature. Using the Virtual I/O Server facilitates the following functions: v Sharing of physical resources between logical partitions on the system v Creating logical partitions without requiring additional physical I/O resources v Creating more logical partitions than there are I/O slots or physical devices available with the ability for partitions to have dedicated I/O, virtual I/O, or both v Maximizing use of physical resources on the system v Helping to reduce the Storage Area Network (SAN) infrastructure The Virtual I/O Server supports client logical partitions running the following operating systems: v AIX 5.3 or later v SUSE Linux Enterprise Server 9 for POWER (or later) v Red Hat Enterprise Linux AS for POWER Version 3 (update 2 or later) v Red Hat Enterprise Linux AS for POWER Version 4 (or later) For the most recent information about devices that are supported on the Virtual I/O Server, to download Virtual I/O Server fixes and updates, and to find additional information about the Virtual I/O Server, see the Virtual I/O Server Web site. The Virtual I/O Server comprises the following primary components: v Virtual SCSI v Virtual Networking v Integrated Virtualization Manager The following sections provide a brief overview of each of these components. Virtual SCSI Physical adapters with attached disks or optical devices on the Virtual I/O Server logical partition can be shared by one or more client logical partitions. The Virtual I/O Server offers a local storage subsystem that provides standard SCSI-compliant logical unit numbers (LUNs). The Virtual I/O Server can export a pool of heterogeneous physical storage as an homogeneous pool of block storage in the form of SCSI disks. 20 System i and System p: Creating a virtual computing environment

29 Unlike typical storage subsystems that are physically located in the SAN, the SCSI devices exported by the Virtual I/O Server are limited to the domain within the server. Although the SCSI LUNs are SCSI compliant, they might not meet the needs of all applications, particularly those that exist in a distributed environment. The following SCSI peripheral-device types are supported: v Disks backed by a logical volume v Disks backed by a physical volume v Optical devices (DVD-RAM and DVD-ROM) Virtual networking Shared Ethernet Adapter allows logical partitions on the virtual local area network (VLAN) to share access to a physical Ethernet adapter and to communicate with systems and partitions outside the server. This function enables logical partitions on the internal VLAN to share the VLAN with stand-alone servers. Integrated Virtualization Manager The Integrated Virtualization Manager provides a browser-based interface and a command-line interface that you can use to manage IBM System p5 and IBM eserver pseries servers that use the IBM Virtual I/O Server. On the managed system, you can create logical partitions, manage the virtual storage and virtual Ethernet, and view service information related to the server. The Integrated Virtualization Manager is packaged with the Virtual I/O Server, but it is activated and usable only on certain platforms and where no Hardware Management Console (HMC) is present. Related information Using the Virtual I/O Server Virtual Partition Manager The Virtual Partition Manager is a feature of i5/os that allows you to create and manage one i5/os logical partition and up to four Linux logical partitions on a single IBM System i5 or eserver i5 server. You can use the Virtual Partition Manager to partition any IBM System i5 or eserver i5 model that does not require a Hardware Management Console (HMC), such as a model 595. To use the Virtual Partition Manager, you must first install i5/os on an nonpartitioned server. After you install i5/os, you can initiate a console session on i5/os and use System Service Tools (SST) to create and configure Linux logical partitions. i5/os controls the resource allocations of the logical partitions on the server. Creating a virtual computing environment 21

30 This figure illustrates the i5/os logical partition and the Linux logical partitions that are managed by the i5/os logical partition. The user creates and configures the Linux logical partitions on the server by accessing SST over the twinaxial console. When you use the Virtual Partition Manager to partition an IBM System i5 or eserver i5 server, SST is the only tool that you can use to create and manage the logical partitions. You cannot use iseries Navigator to create or manage logical partitions on an IBM System i5 or eserver i5 server. However, the console session that you use to access SST can be initiated using either iseries Operations Console (LAN or direct attach) or a twinaxial console. Related tasks Managing the Virtual Partition Manager Partitioning with the Virtual Partition Manager Related procedures for expansion units Locate instructions to complete some of the additional procedures you might need. These might include removing covers and doors, starting and stopping the system, placing a system or server in the service position, identifying a failing part, or verifying a replaced part. 22 System i and System p: Creating a virtual computing environment

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