Virtualization Performance Considerations With Allen Bradley Products
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1 Technical Data Virtualization Performance Considerations With Allen Bradley Products Topic Page Introduction 1 Basic Virtualization Concepts 2 VMware Workstation/ VMware Player Considerations 4 Optimizing VMware Performance 6 FactoryTalk Activation Considerations 28 Default Hot Key Combinations 29 Glossary 30 Introduction This document introduces basic virtualization concepts and provides suggestions to optimize performance on systems utilizing VMware and Allen Bradley products. Many of the suggestions are by their nature generally applicable to VMware based systems. Not all of the suggestions will apply depending on your application requirements. Choose the ones that fit your needs. Although this document focuses on Hosted Virtualization with VMware Workstation, most of the guidelines presented here also apply to VMware Server and VMware Player.
2 Basic Virtualization Concepts Non Virtualized Systems Traditionally the OS and its applications were tightly coupled to the hardware they were installed on. Hosted Virtualization Virtualization breaks the link between operating system and physical hardware by introducing a Hypervisor application (Example - VMware Workstation or VMware Server) that runs on the Host Operating System. This allows multiple instances of an OS with independent applications to run on the same hardware. This is known as Hosted Virtualization. # Rockwell Automation Publication IASIMP-AT002A-EN-P - September 2012
3 Hosted Virtualization Bare Metal Virtualization Another option is to have the Hypervisor replace the Host Operating System entirely (Example VMware ESXi) and manage the host hardware and resources. This is known as Bare Metal Virtualization. This allows the ability to change hardware without replacing the OS or applications. Bare Metal Virtualization is used to host production servers and desktops in a thin-client environment. Rockwell Automation Publication IASIMP-AT002A-EN-P - September 2012 #
4 VMware Workstation/ VMware Player Considerations VMware Workstation General Quickly and easily build and run multiple VMs Basic server functions for sharing VMs Aimed at developers and engineers that need to build a multi-tiered application in a test environment. Snapshot Feature Take snapshots of existing image to isolate damage from botched software installations Allows user to make a complete restoration point of the current VM Everything is retained in the snapshot (files, applications, settings, etc.) Shared Folders Share files between Guest OS and Host OS through a mapped drive Easily transfer files to and from Host or Guest Memory Swapping Allows user to allocate more memory for Guest OS than is available VMware Workstation will only consume memory actively required for Guest If more memory is required for Guests than is available on Host, memory paging occurs (save VM memory to the hard disk) Integration with VMware vsphere # Rockwell Automation Publication IASIMP-AT002A-EN-P - September 2012
5 VMware Player General Free hosted Hypervisor solution, which is not licensed for commercial use Available for download on VMware s website Built on the same Hypervisor technology as VMware Workstation Allows basic creation, modification and use of one or more virtual machines VM Editing Allows modification of basic hardware features including: Change number of CPUs exposed to the VM Change amount of RAM allocated to the VM Add or remove disks Rockwell Automation Publication IASIMP-AT002A-EN-P - September 2012 #
6 Optimizing VMware Performance Overview This section discusses system resources, configuration and settings as they relate to performance. Make sure that when you make your performance optimization decisions you consider other issues important to you such as system security. The performance of your Virtual Machines is dependent on the resources, configuration and settings of the entire system, including: System Hardware/Host Operating System VMware Workstation Virtual Machine Configuration Guest Operating System Guest/Host Applications System Hardware/Host Operating System Settings CPU Make a note of the type/number of processors your computer has (dual/quad core), because you will need this when you configure the VM. Consider the following tips: # Rockwell Automation Publication IASIMP-AT002A-EN-P - September 2012
7 Enable Hyperthreading if it is available in the System BIOS Hyperthreading technology allows a single physical processor core to behave like two logical processors, essentially allowing two independent threads to run simultaneously. Unlike having twice as many processor cores, which can roughly double performance, hyperthreading can provide anywhere from a slight to a significant increase in system performance by keeping the processor pipeline busier. Therefore, if the hardware and BIOS support hyperthreading, make sure it is enabled per the instructions of your computer manufacturer. Hardware-Assisted Virtualization Many recent processors, like Intel EPT and AMD RVI, include hardware features to assist virtualization. When purchasing a new computer that will run VMware, make sure your system uses processors with second-generation hardware-assist features like CPUs with Memory Management Unit (MMU) virtualization. Physical Memory Optimally the system should have more memory than required by the following: The Host Operating System plus any host applications The Guest Operating Systems and applications on all the virtual machines that will be running at any one time Note that if the totals above exceed the total physical memory of the system, VMware Workstation Memory Swapping can be used, but at a cost to system performance. Operating System Use a 64-bit OS as the host to take advantage of the extra memory that it can recognize and work with. Thirty-two-bit operating systems can only recognize and utilize up to 4 GB of memory. Many computers support 6 or 8 GB. Hard Drives On the Host Operating System drive leave about 20 to 30% of the total space available as recommended by Microsoft. Other tips include: Use Multiple Drives When possible, a separate drive or partition should be used for VMware files. The Host OS and page file should be on C drive and VMware files should be on D drive (or other drive). This can also reduce the chance of running out of disk space. Use High Performance Solid State Drives Startup time for SSD drives is almost instantaneous. Transfer rate can get as high as five times faster than HDD. Maximum read and write speeds are also much faster than HDD and not affected by fragmentation. They are more resistant to environmental factors, have no moving parts, silent and consume less power. They can be significantly more expensive though. Rockwell Automation Publication IASIMP-AT002A-EN-P - September 2012 #
8 VMware Workstation Settings Memory Allocation for the Virtual Machine The Host OS and the Guest OS share the available resources including memory. Over allocating resources to the guest can be as bad as not allocating enough resources. It is important to find the balance in resource allocation. CD/DVD Drive Configuration for the Virtual Machine Some Windows operating systems poll the CD/DVD drives approximately every second to see if a disc is present. This polling allows the operating systems to execute auto run programs. Polling can also cause the Workstation to connect to the host CD/DVD drive, which can increase CPU usage and can make the virtual machine appear to pause while the drive spins up. To avoid such pauses, remove the CD/DVD drive from your virtual machine unless you need it for your application. # Rockwell Automation Publication IASIMP-AT002A-EN-P - September 2012
9 Another option is to configure your virtual machine to start with the CD/DVD drive disconnected. This way the virtual machine seems to have a virtual CD/DVD drive containing no disc (and the Workstation does not connect to your host CD/DVD drive). To make this change, select CD/DVD (IDE) and deselect Connect on Power On as shown below. Serial Port Configuration for the Virtual Machine Disable the Connect on Power On setting if enabled. Disk Defragmentation Defragment your disks on a regular basis for the best performance. This defragmentation must be done in stages, from inside the Guest Operating System out to the Host Operating System. 1. Defragment the virtual disks in the booted-up virtual machine using a Guest Operating System utility. For example, in a virtual machine running Windows XP, use the Windows XP Disk Defragmenter tool from within that virtual machine. When complete, shut down the Guest OS. 2. Use the Workstation Defragmentation tool. Click Edit virtual machine settings. Rockwell Automation Publication IASIMP-AT002A-EN-P - September 2012 #
10 3. In the Virtual Machine Settings window, under the Hardware tab, select Hard Disk (SCSI). 4. On the right-hand side, click Utilities. 5. Note the Defragment option. 6. Once that is complete, it is recommended to defragment the Host OS. Disk Space Allocation When creating a virtual machine, you have to decide between ease of moving an image around and performance. To view disk space is allocation, perform the following steps: 1. Open the Virtual Machine Settings window, select the Hardware tab, and highlight Hard Disk (SCSI). 2. Under Disk Information on the right the following text displays: Disk Space is not pre-allocated for this hard disk Hard disk contents are stored in multiple files Unless you are running out of hard drive space, you will get better performance by pre-allocating disk space, but the image will be hard to move or hand over to someone else. When Disk space is not pre-allocated and you happen to delete a lot of files, or uninstall a lot of programs within a virtual machine, there is a way to Compact a virtual disk. Compacting a virtual hard disk reclaims unused space in the disk. If a disk has empty space, this process reduces the amount of space the virtual hard disk occupies on the host drive. You must power off a virtual machine before you compact its virtual hard disk. As mentioned before, you cannot compact a virtual hard disk if disk space is pre-allocated. To compact a virtual hard disk for a selected virtual machine, 1. Select VM > Settings. 2. Click the Hardware tab. 3. Select the virtual hard disk. 4. Select Compact from the Utilities menu. # Rockwell Automation Publication IASIMP-AT002A-EN-P - September 2012
11 Memory Swapping Swapping virtual memory allows more virtual machines to run but can degrade system performance. 1. Open VMware Workstation, then click Edit > Preferences from the main menu. 2. Select Memory and make sure to select Fit all virtual machine memory into reserved host RAM as shown below. Snapshots and Clones It is highly recommended to minimize the number of snapshots maintained. It is highly recommended to shut down an image before creating a snapshot. It is highly recommended to create a clone based on snapshot (complete - not linked clone) before deploying to reduce the overall footprint. Defragment the virtual disks before taking the first snapshot. When you defragment a heavily fragmented disk after a snapshot, every sector that is moved in the defragmentation process is recorded in the redo log, making the virtual machine redo log extremely large. Keep VMware Tools Current VMware Tools provide better video performance and mouse behavior. Installing the latest VMware Tools in Windows guests updates the BusLogic SCSI driver included with the Guest Operating System to the VMware-supplied driver. The VMware driver has optimizations that guest-supplied Windows drivers do not. Run the Latest Version of VMware Workstation VMware Workstation 8 is the current version, and there are many reasons to run the newer versions of VMware Workstation. With earlier versions of Workstation, you experienced different performance when in full screen mode versus normal (windowed) mode. Today, with version 7 and newer, there is no longer any performance-based reason to choose one mode over the other. VMware has made it easier today to expand a virtual hard disk as compared to earlier versions. To expand or add storage space to a virtual hard disk for a selected virtual machine, 1. Select VM > Settings. 2. Click the Hardware tab. 3. Select the virtual hard disk. Rockwell Automation Publication IASIMP-AT002A-EN-P - September 2012 #
12 4. Select Expand from the Utilities menu. Note that when you expand a virtual hard disk, the added space is not immediately available to the virtual machine. To make the added space available, you must use a disk management tool to increase the size of the existing partition on the virtual hard disk to match the expanded size. The disk management tool that you use depends on the virtual machine guest operating system. Many operating systems, including Windows Vista, Windows 7, and some versions of Linux, provide built-in disk management tools that can resize partitions. Third-party disk management tools are also available, such as Symantec/Norton PartitionMagic. Network Performance Avoid using more physical network interface cards than absolutely necessary. This avoids the unnecessary overhead associated with processing broadcast packets, protocol control packets, and so forth. To dedicate a Network Interface for virtual machines: 1. Open VMware Workstation 2. Click Edit > Virtual Network Editor from the main menu. 3. Use the drop-down menu to select the desired network interface for VMware to use. Networking with Hosted Virtualization VMware provides three options for Virtual Machine Networking: Bridged Networking NAT (Network Address Translation) Networking Host-only Networking # Rockwell Automation Publication IASIMP-AT002A-EN-P - September 2012
13 Bridged Networking Direct connection from Virtual Machine to network Each VM has a different external IP address NAT Networking Routed connection from Virtual Machine to network Each VM shares external IP address of host VMware directs traffic to virtual machines or host machine as appropriate Default setting for new Virtual Machines Rockwell Automation Publication IASIMP-AT002A-EN-P - September 2012 #
14 Host-only Networking Virtual machines can only communicate with the host and other VMs Host can communicate over external network Guest Operating System You can optimize VMware performance via the Guest OS Settings. Choose only the ones that make sense for your application. # Rockwell Automation Publication IASIMP-AT002A-EN-P - September 2012
15 Network Adapters Power Management Configuration 1. From the Device Manager, right-click on the appropriate network connection and select Properties from the context menu. The Connection Properties window displays. 2. From the Connection Properties window on the Power Management tab, disable Allow the computer to turn off this device to save power. 3. Click OK. Rockwell Automation Publication IASIMP-AT002A-EN-P - September 2012 #
16 Visual Effects Performance Settings 1. From the System Properties window, select the Advanced tab. 2. From the Performance group click Settings. 3. Select the Visual Effects tab. The Performance Options Window opens. 4. Select Adjust for Best Performance 5. Click OK. # Rockwell Automation Publication IASIMP-AT002A-EN-P - September 2012
17 Processor Resource Scheduling 1. From the Performance Options window, select the Advanced tab. 2. From the Processor Scheduling group, select an Adjust for best performance of option. If this VM is to be used as a Workstation, select Programs. If this VM is to be used as a Server, select Background services. 3. Click OK. Rockwell Automation Publication IASIMP-AT002A-EN-P - September 2012 #
18 Virtual Memory Allocation 1. From the Performance Options window, select the Advanced tab. 2. From the Virtual Memory group, click Change. The Virtual Memory window opens. 3. Select a page file size option, based on the Guest OS in use. If Windows 7 is the Guest OS, select Automatically manage paging file size for all drives. If Windows XP is the Guest OS, set the page file size to double the actual memory installed. 4. Click OK. # Rockwell Automation Publication IASIMP-AT002A-EN-P - September 2012
19 Data Execution Prevention 1. From the Performance Options window select the Data Execution Prevention tab. 2. Select Turn on DEP for essential Windows programs and services only. 3. Click OK. Rockwell Automation Publication IASIMP-AT002A-EN-P - September 2012 #
20 System Startup Settings 1. From the System Properties window, select the Advanced tab. 2. From the Startup and Recovery area, click Settings. The Startup and Recovery window opens. 3. Deselect Time to display list of operating systems. 4. Click OK. # Rockwell Automation Publication IASIMP-AT002A-EN-P - September 2012
21 System Protection Consider if you can disable this. 1. From the System Properties window, select the System Protection tab. 2. Click Configure. The System Protection for Local Disk window opens. 3. From the Restore Settings area, select Turn off system protection. 4. Click OK. Rockwell Automation Publication IASIMP-AT002A-EN-P - September 2012 #
22 NET IE Security Settings For applications based on.net, there is an Internet Explorer security setting that by default attempts to validate certificates. This results in a delayed startup of a component until this request times out. To disable this operation, deselect the following settings form the Internet Options window Advanced tab: Check for publisher s certificate revocation Check for server certificate revocation Other Tips Disk Cleanup Use available utilities to free up disk space. Power Management Select options that optimize performance over power savings. Screen Saver Disable if not needed. Automatic Update/Messaging Options Consider which of these you can turn off. # Rockwell Automation Publication IASIMP-AT002A-EN-P - September 2012
23 Guest Allen Bradley Applications FactoryTalk View Studio Here are some tips to optimize performance in a FTView Studio application. Modify your HMI Servers to start on demand instead of when the OS initializes. 1. Right-click on your server and select Properties from the context menu. The server Properties window opens. 2. From the Startup Type area, select On demand and click OK. Rockwell Automation Publication IASIMP-AT002A-EN-P - September 2012 #
24 3. From the Explorer frame, right-click on the alarm and select Properties from the context menu. The server Properties window opens. 4. From the Startup type area, select When first client connects. 5. Click OK. # Rockwell Automation Publication IASIMP-AT002A-EN-P - September 2012
25 FactoryTalk View Administration Console Modify your Alarms and Events Servers to start on demand instead of when the OS initializes. 1. From the Explorer frame, right click on the server and select Properties from the context menu. The server Properties window opens. 2. From the Startup type area, select When first client connects. Rockwell Automation Publication IASIMP-AT002A-EN-P - September 2012 #
26 Microsoft SQL FactoryTalk Server Memory Allocation Change from the default value to an actual value. 1. From the context menu, select Properties. The server Properties window opens. # Rockwell Automation Publication IASIMP-AT002A-EN-P - September 2012
27 2. From the Server memory options area, adjust the Minimum and Maximum server memory. 3. Click OK. Rockwell Automation Publication IASIMP-AT002A-EN-P - September 2012 #
28 FactoryTalk Activation Considerations FactoryTalk Activation is fully supported in a virtual environment. Considerations for a virtualized activation server: MAC addresses on virtual network adapters can change Use disk serial number as host ID instead Use concurrent activations centralized on an activation server for easy management # Rockwell Automation Publication IASIMP-AT002A-EN-P - September 2012
29 Default Hot Key Combinations Shortcut Ctrl+G Ctrl+Alt Ctrl+Alt+Insert Ctrl+Alt+Delete Ctrl+Alt+Enter Ctrl+Alt+spacebar Ctrl+Tab Ctrl+Shift+Tab Ctrl+Alt+right arrow Ctrl+Alt+left arrow Ctrl+Shift+U Action Grab input from the keyboard and mouse. Release the mouse cursor. Shut down or, depending on the guest operating system, log out of the guest operating system. This command is received solely by the virtual machine. Shut down or, depending on the operating system, log out of the guest operating system. This command is received solely by the virtual machine. On a Windows host, if you do not want to use the enhanced virtual keyboard feature, both the host operating system and the virtual machine receive this command, even when the Workstation has control of input. Cancel the ending of the host operating system session and return to the virtual machine to log out, shut down, or perform administrative tasks. Enter full screen mode. Send any command to the virtual machine so that workstation does not process it. Hold down Ctrl+Alt as you press and release the spacebar, and continue to hold the Ctrl+Alt keys down as you press the next key in the combination. (Windows hosts only) Switch among tabs. In full-screen mode, switch to the next powered-on virtual machine. In full-screen mode, switch to the previous powered-on virtual machine. In Unity mode, give access to your virtual machine Start or Applications menu. You can change the Unity hot-key combination by modifying Unity preference settings. Rockwell Automation Publication IASIMP-AT002A-EN-P - September 2012 #
30 Glossary Clone - A copy of a virtual machine. See also Full Clone and Linked Clone. Full clone - A copy of the original virtual machine that has no further dependence on the parent virtual machine. Full-screen mode - A mode of operation in which a virtual machine s display occupies the host computer s entire screen. Growable disk - A type of virtual disk in which only as much host disk space as is needed is initially set aside, and the disk grows as the virtual machine uses the space. Guest - A virtual machine running within Workstation. See also Virtual Machine. Guest operating system - An operating system that runs inside a virtual machine. See also Host Operating System. Host-only networking - A type of network connection between a virtual machine and the host. Under host-only networking, a virtual machine is connected to the host on a private network, which normally is not visible outside the host. Multiple virtual machines configured with host-only networking on the same host are on the same network. Host operating system - The operating system running directly on the host computer. Workstation runs within the host operating system. Host system (or host) - A computer system on which Workstation software is running. Linked clone - A copy of the original virtual machine that must have access to the parent virtual machine s virtual disk(s). The linked clone stores changes to the virtual disk(s) in a set of files separate from the parent s virtual disk files. See also Full Clone. Native system - A computer running a single operating system, and in which the applications run directly in that operating system. Network address translation (NAT) - A type of network connection that allows you to connect your virtual machines to an external network when you have only one IP network address, and that address is used by the host computer. If you use NAT, your virtual machine does not have its own IP address on the external network. Instead, a separate private network is set up on the host computer. Your virtual machine gets an address on that private network from the VMware virtual DHCP server. The VMware NAT device passes network data between one or more virtual machines and the external network. It identifies incoming data packets intended for each virtual machine and sends them to the correct destination. See also Host-Only Networking. Normal (windowed) mode - A mode of operation in which a virtual machine s display resides within the Workstation console screen. Physical CPU - A processor within a physical machine. See also Virtual CPU. Pre-allocated disk - A type of virtual disk in which all the host disk space for the virtual machine is allocated at the time the virtual disk is created. See also Growable Disk. Snapshot - A snapshot preserves the virtual machine just as it was when you took that snapshot including the state of the data on all the virtual machine's disks and whether the virtual machine was powered on, powered off, or suspended. Workstation lets you take a snapshot of a virtual machine at any time and revert to that snapshot at any time. # Rockwell Automation Publication IASIMP-AT002A-EN-P - September 2012
31 Virtual CPU - A processor within a virtual machine. Workstation currently supports up to two virtual CPUs per virtual machine. Virtual disk - A virtual disk is a file or set of files that appears as a physical disk drive to a guest operating system. These files can be on the host machine or on a remote file system. When you configure a virtual machine with a virtual disk, you can install a new operating system into the disk file without the need to repartition a physical disk or reboot the host. Virtual machine - A virtualized x86 PC environment in which a guest operating system and associated application software can run. Multiple virtual machines can operate on the same host system concurrently. VMware Tools - A suite of utilities and drivers that enhances the performance and functionality of your guest operating system. Key features of VMware Tools include some or all of the following, depending on your guest operating system: an SVGA driver, a mouse driver, the VMware Tools control panel, and support for such features as shared folders, shrinking virtual disks, time synchronization with the host, VMware Tools scripts, and connecting and disconnecting devices while the virtual machine is running. VMware virtual machine console - An interface that provides access to one or more virtual machines running on the host. You can view the virtual machines displays to run programs within them or modify guest operating system settings. In addition, you can change the virtual machines configurations, install a guest operating system, or choose to run a virtual machine in full screen mode. Rockwell Automation Publication IASIMP-AT002A-EN-P - September 2012 #
32 Important User Information Solid-state equipment has operational characteristics differing from those of electromechanical equipment. Safety Guidelines for the Application, Installation and Maintenance of Solid State Controls (publication SGI-1.1 available from your local Rockwell Automation sales office or online at describes some important differences between solid-state equipment and hard-wired electromechanical devices. Because of this difference, and also because of the wide variety of uses for solid-state equipment, all persons responsible for applying this equipment must satisfy themselves that each intended application of this equipment is acceptable. In no event will Rockwell Automation, Inc. be responsible or liable for indirect or consequential damages resulting from the use or application of this equipment. The examples and diagrams in this publication are included solely for illustrative purposes. Because of the many variables and requirements associated with any particular installation, Rockwell Automation, Inc. cannot assume responsibility or liability for actual use based on the examples and diagrams. No patent liability is assumed by Rockwell Automation, Inc. with respect to use of information, circuits, equipment, or software described in this manual. Reproduction of the contents of this manual, in whole or in part, without written permission of Rockwell Automation, Inc., is prohibited. Documentation Feedback Your comments will help us serve your documentation needs better. If you have any suggestions on how to improve this document, complete this form, publication RA-DU002, available at groups/literature/documents/du/ra-du002_-en-e.pdfwww.rockwellautomation.com/literature/. Allen-Bradley, Rockwell Software, Rockwell Automation, and LISTEN. THINK. SOLVE are trademarks of Rockwell Automation, Inc. Trademarks not belonging to Rockwell Automation are property of their respective companies. Rockwell Otomasyon Ticaret A.Ş., Kar Plaza İş Merkezi E Blok Kat: İçerenköy, İstanbul, Tel: +90 (216) Publication IASIMP-AT002A-EN-P - September 2012 Copyright 2012 Rockwell Automation, Inc. All rights reserved. Printed in the U.S.A.
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