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Can I create failover rules per VM in both VMware and Hyper-V?

#1
03-30-2020, 09:44 AM
Failover Rules in VMware
I’ve been working with both VMware and Hyper-V for a while now, particularly focusing on backup solutions using BackupChain Hyper-V Backup. Failover rules in VMware are primarily managed through vSphere High Availability (HA) and VMware Fault Tolerance (FT). With HA, you can configure VM failover priorities and what happens when a host goes down. The granularity here allows you to specify which VMs are critical and need immediate resources allocated after a failure. For example, if you have two application servers and one database server, you can create a failover scenario where the database server receives priority on resources and restarts first in the event of a host failure.

In addition, you can use DRS (Distributed Resource Scheduler) to further fine-tune how VMs are balanced across hosts, ensuring that failover is not just reactive but also proactive in maintaining performance. Each VM can have resource pools assigned to them, allowing you to dictate just how much CPU and memory they should get in a failover scenario. A downside here is you need a shared storage solution setup like vSAN or NFS to enable full HA capability, and it can introduce latency depending on your network setup. That being said, the level of control and fine-tuning you have in VMware is pretty considerable.

Failover Rules in Hyper-V
When you think about failover rules in Hyper-V, you're mainly looking at Failover Clustering. What you can do here is set up nodes in a cluster that manage how VMs respond during a failure. Hyper-V offers you a straightforward way to define which VMs can failover to which hosts and allows you to prioritize them based on specific criteria you set. If an application server fails, you can configure it to automatically restart on another node and even designate a delay or a specific sequence for other services to start. This is particularly useful for multi-tiered applications where the order of startup matters.

Failover Cluster Manager allows you to create these failover rules on the fly, giving you visibility into the status of each VM's failover configuration. I find that the integration with Windows Server can be seamless, as you’re directly leveraging existing Windows services. However, one downside I’ve encountered is the lack of some advanced features found in VMware, especially when it comes to granular resource management during failover. You won’t have options like DRS, which can dynamically manage resource allocation during high load or failover; that’s just how the feature set differs in both platforms.

Comparison of Flexibility and Control
Control is a significant aspect when you’re talking about failover rules. In VMware, you can dig deep into DRS rules and VM affinity rules, meaning you can control which VMs should not run on the same host or should always be together. This is invaluable when you are managing dependencies between services. For example, if you have a web server and database server that always need to communicate, you can configure an affinity rule in DRS to keep them together, which optimizes network traffic and reduces potential failure points during failover scenarios.

In contrast, Hyper-V’s flexibility comes from its integration with Windows and familiar management tools. While it might not have the same level of fine-tuning as VMware, it’s pretty easy to set up failover clusters using Failover Cluster Manager. I’ve found this integration particularly helpful in smaller setups where you might not need the extensive set of features VMware offers. If you’re more comfortable with Windows Server tools, Hyper-V provides strong options for creating failover rules without diving too deep into complex configurations. The trade-off is that with Hyper-V, you might find yourself limited by the lack of advanced automated resource management features that DRS provides in VMware.

Network Considerations for Failover
Networking plays a pivotal role in failover configurations, especially when it comes to the inter-host communication required for both VMware and Hyper-V. In VMware, for high availability, you must set up a separate management network for HA to function correctly. If this network fails or faces issues, it can jeopardize your VMs' ability to failover correctly. VMware's requirement for a shared storage also means that you have to ensure low latency and high throughput, particularly when a failover occurs, which can add an extra layer of complexity to your network design.

With Hyper-V, things are a bit simpler. It utilizes SMB 3.0 for storage connections, which can be configured with a much simpler network setup. You have the ability to use multiple networks for different types of traffic (like management, storage, and guest traffic), making it easier to segregate and manage resources. However, any misconfigurations in your network can still lead to a failure of your failover process, so you need to be meticulous. There are instances where you can run into issues with network latency affecting failover times. Monitoring your network performance is crucial in both platforms, but with Hyper-V's tendency toward simpler networking setups, you might find it easier to manage until you scale up.

Resource Management During Failover
Managing resources during a failover is key to maintaining service levels. In VMware, you can configure resource allocation by setting resource pools and reservations. This means if a VM fails over to another host, it is guaranteed a specific amount of CPU and memory based on your predefined settings. The downside is that if you have a busy environment, resource contention can become an issue. If your failover VMs don’t have sufficient resources, you can end up with performance problems just when you need the systems to perform at their best.

Hyper-V offers resource management through Windows Failover Clustering. While it doesn’t have the same granularity as VMware, it does allow you to set static roles and define resource weights. This lets you control which VMs should start first based on available resources during a failover. I’ve worked on projects where this prioritization has led to smoother startups but still had to deal with the absence of dynamic resource management features, which can be a limiting factor in highly packed environments. User preferences will often dictate the best way to configure resources for failover, but you'll definitely find that VMware offers a little more in that area.

Ease of Configuration and Management
The way you configure failover rules varies significantly between VMware and Hyper-V. VMware’s environment can feel complex due to its array of options like DRS rules, affinity/anti-affinity rules, and different options you need to set up every step of the way. You have to engage in a bit of planning when setting these failover rules, including figuring out which storage and networking setups you will use. It requires an investment of time, but I’ve found that once you lay the groundwork, managing those rules becomes easier and the solution is much more robust.

Hyper-V finds its strengths in the simplicity of setup and integration with existing Windows tools. You can use the Failover Cluster Manager to set up everything almost wizard-like, which can be a breeze for those used to the Microsoft ecosystem. However, the trade-off is that if you ever need to scale up or want more advanced features, you may have to rethink your entire failover strategy. You may end up feeling constrained by the limitations in feature depth.

Backup and Failover Integration
I always emphasize the need for comprehensive backup solutions in both environments. In VMware, BackupChain integrates seamlessly, allowing you to create consistent backups that align with your failover plans. You need to ensure your backup solutions can keep up with your failover rules to avoid data loss. The way I see it, having a backup strategy directly aligned with your VM configurations can save you a lot of headaches should a failover happen.

On the flip side, Hyper-V has similar backup capabilities but tends to rely more heavily on native Windows features. I find that while it offers solid backup options, the integration with third-party tools is often not as smooth, especially when using more advanced failover management features. If you’re not leveraging a well-rounded backup strategy, you might face challenges during a failover. The alignment between your backup requirements and your failover rules has to be carefully managed in both environments, but I’ve experienced that VMware tends to offer more tailored options for these scenarios thanks to its robust API support and feature set.

I’ve dabbled in both worlds, and my experience with BackupChain for Hyper-V and VMware backups shows how crucial it is to create seamless failover rules in conjunction with reliable backup options. Setting these up correctly allows for business continuity in case of any disruptions.

Philip@BackupChain
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Joined: Aug 2020
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