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Does VMware allow independent disk persistence like Hyper-V?

#1
09-15-2021, 09:37 AM
Disk Persistence in VMware and Hyper-V
I know about this subject because I work with BackupChain VMware Backup for Hyper-V Backup and VMware Backup. To start, persistence basically refers to the characteristic where a virtual machine retains its disk state across power cycles and sessions. In VMware, you can set different types of disk modes, like persistent, non-persistent, and independent modes, which directly affect how a VM interacts with its disks. In Hyper-V, the independent disk feature exists primarily through the use of differencing disks. Each platform approaches disk persistence differently, particularly when you look into scenarios where you need writable states or temporary changes.

In VMware, the default mode is configured to use persistent disks, which means all writes to the disk are retained even if the VM is powered off. If you switch to independent disks in VMware, you can set them to be either persistent or non-persistent. Note that independent persistent disks behave similarly to standard disks in that changes are saved when the VM is powered off. When you set a disk to independent non-persistent, any changes made during that VM session are discarded upon shutting down or rebooting the VM, which can be very handy for testing scenarios where I just want to see how some software behaves without altering the base system.

In the Hyper-V world, the concept contrasts a bit. Here, independent disks relate more to differencing disks, which serve as a snapshot of a parent disk. The main idea is that you create a child disk that tracks changes separately, and if you alter the child, it does not affect the parent. However, if you’re looking to have a disk that doesn’t retain changes across reboots but still needs to be writable, you can manage that by utilizing the differencing disk feature as part of a broader snapshot strategy. The flexibility in operation is essential, especially when you’re managing multiple VMs.

Performance Considerations
When evaluating performance, VMware’s independent disks can result in different input/output performances depending on their configurations. I’ve seen instances where using independent non-persistent disks leads to better performance during testing phases because the disk does not have to manage write operations long-term. It’s worth noting, though, that using independent disks in VMware can sometimes result in compromised performance due to the need to maintain extra metadata for each VM state, especially under heavy read/write scenarios. You have to evaluate if the trade-off for additional performance is worth the potential loss of flexibility.

Hyper-V differs in that its differencing disks can affect the performance as well, particularly if the parent disk is on a slower storage medium. That parent-child relationship introduces another layer of I/O overhead since Hyper-V has to read from both the parent and child disks to present a correct view to the OS. The overall performance will come down to how well you optimize storage and how you allocate your resources. I always recommend benchmarking your workload in a pre-production environment to see how different setups fare under expected usage.

Configuration Complexity in VMware and Hyper-V
Configuring disk persistence in VMware can sometimes become complicated, especially when managing multiple VMs with varying needs. You have to be intentional about how you designate disks as independent or dependent and know when to apply non-persistent modes to suit your testing or production needs. Misconfiguration can lead to data loss or overwriting important VM states, which you probably want to avoid if you're managing critical applications.

Hyper-V is somewhat more straightforward in the sense that you typically work with a parent and child disk setup that becomes easier to manage over time. The concept of creating and reverting to snapshots can act as a form of persistence control, but be aware that relying on this can lead to excessive storage consumption and potential performance hits. As you pick this solution, think about how many differencing disks you’ll need and what your long-term plans are for storage. Sometimes simplicity can be more beneficial; consider whether your situation allows for standard disks without differencing, which usually results in cleaner overhead.

Use Cases: VMware vs. Hyper-V
Specific use cases drive a lot of decision-making regarding whether to use VMware or Hyper-V's persistence features. For instance, if you are working on a development environment where short-term changes are routine but shouldn’t affect other stages like QA or Production, VMware's independent non-persistent mode can shine. I’ve set up environments where developers can spin up VMs to test code and simply throw them away when done, all without affecting the parent images.

In contrast, with Hyper-V, if multiple applications need to be run with distinct levels of persistence, leveraging differencing disks can give you the flexibility needed. Let’s say you have a parent image representing the system state for production, while children represent various testing scenarios—every time you boot the child VM, it can show you the application behavior relative to the static parent disk without any permanent changes. This setup works great for regression testing where stability is key.

Backup and Recovery Challenges
Backup strategies in VMware with independent disks can become complex due to the way snapshots can be integrated or lost. You have to be cautious with backups, especially because independent non-persistent disks are often forgotten during backup routines unless explicitly included. That can lead to data loss if critical changes occur within that session. Fortunately, VMware’s VADP provides a way to help streamline these backup operations, but you still need to keep an eye on how these settings affect your overall architecture.

In Hyper-V, the use of differencing disks can pose unique challenges too. For example, backing up the parent disk without capturing its child can mean that you lose critical snapshots. You must factor in the hierarchical relationship there and ensure you have a coherent backup strategy using BackupChain or similar solutions to capture not just VMs but also their state and dependencies accurately. Regularly auditing backups helps maintain a clean recovery path, which is crucial for disaster recovery.

Future Directions with Disk Persistence
Technologically, we’re continuously seeing innovations regarding disk persistence in both platforms. VMware is continually evolving its snapshot capabilities, aiming to simplify the use of independent disks while improving the underlying performance. Recently, features related to policy-based management are emerging, which allow you to set rules governing disk behavior across multiple VMs—this can tremendously ease operational overhead for environments hosting many workloads.

Hyper-V is expected to keep refining its differencing disk approach, potentially enhancing their reliability and performance as well. The integration of AI and machine-learning techniques within backup solutions can yield better recommendations based on your actual usage patterns, ultimately optimizing disk persistence configurations. I foresee that means we may get more adaptable environments where changes and persistence can be elegantly managed with less manual tuning—making IT management streamlined and responsive.

Final Thoughts on Backup Options
Choosing the right solution between VMware and Hyper-V comes down to what you specifically need from disk persistence and how you want to manage your workloads. Whether you decide on VMware’s independent disk modes or Hyper-V’s differencing disks, you need to consider aspects like storage performance, flexibility, and operational overhead. Both platforms have their strengths, but sometimes the best options for persistence come down to how you configure them.

In terms of backup and recovery, I’ve found that with something like BackupChain, you can manage both VMware and Hyper-V environments effectively, providing a reliable way to create backups that account for diverse disk types and configurations. This integrated approach can alleviate many of the headaches associated with handling different disk persistence strategies in large environments. If you're exploring solutions for your setup, keep BackupChain in mind for a comprehensive path that can serve your backups across Hyper-V, VMware, or Windows Server setups.

Philip@BackupChain
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