Merge "Spec for Hyper-V generation 2 VMs"
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specs/kilo/implemented/hyper-v-generation-2-vms.rst
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specs/kilo/implemented/hyper-v-generation-2-vms.rst
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This work is licensed under a Creative Commons Attribution 3.0 Unported
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License.
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http://creativecommons.org/licenses/by/3.0/legalcode
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==========================================
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Hyper-V generation 2 VMs
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==========================================
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https://blueprints.launchpad.net/nova/+spec/hyper-v-generation-2-vms
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Introduction of Hyper-V generation 2 VMs support in the Nova Hyper-V
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compute driver.
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Problem description
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===================
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Hyper-V Server 2012 R2 introduces a new feature for virtual machines named
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"generation 2", consisting mainly in a new virtual firmware and better support
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for synthetic devices.
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Use Cases
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----------
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The main advantages are:
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* secureboot support
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* reduced boot time
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* virtual devices completely synthetic (no emulation)
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* UEFI firmware in place of BIOS
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* support for live resize of boot disks (expand)
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Operating systems supporting generation 2:
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* Windows Server 2012 / Windows 8 and above
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* Newer Linux kernels
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Other operating systems not supporting generation 2, including previous
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versions of Windows won't install or boot, so generation 1 needs to be retained
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as the default.
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The image must be in VHDX format.
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Project Priority
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-----------------
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None
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Proposed change
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===============
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The Hyper-V compute driver creates a generation 2 VM based on a property
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defined in the instance image, defaulting to generation 1.
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The compute driver will raise an exception if the provided image has the VHD
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format or if the requested VM Generation is not supported by the host (e.g.:
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if the image requests VM Generation 2 but the host is Windows Hyper-V / Server
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2012 or older and does not support that feature).
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Generation 2 VMs don't support IDE devices, which means that local boot and
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ephemeral disks must be attached to a SCSI controller, while retaining IDE
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support for generation 1 instances (where SCSI boot is not supported).
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The Hyper-V Generation 2 VMs will have Secure Boot disabled, since it is not
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supported by all Linux distributions, see [3]. A blueprint will be proposed in
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order to enable Secure Boot.
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Proposed image property to identify the desired generation and related values:
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hw_machine_type={hyperv-gen1,hyperv-gen2}
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If there are multiple versions of Hyper-V as compute nodes in an OpenStack
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deployment (e.g.: Windows Hyper-V / Server 2012 and Windows Hyper-V / Server
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2012 R2), then this property is necessary, in order for the scheduler to select
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an incompatible compute node for a VM Generation 2 instance:
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hypervisor_version_requires='>=6.3'
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Hypervisor version 6.3 is equivalent to Windows Hyper-V / Server 2012 R2.
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Examples:
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glance image-create --property hypervisor_type=hyperv \
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--property hw_machine_type=hyperv-gen2 \
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--property hypervisor_version_requires='>=6.3' --name image-gen2 \
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--disk-format vhd --container-format bare --file path/to/image.vhdx
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or
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glance image-update --property hw_machine_type=hyperv-gen2 image-gen2
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glance image-update --property hypervisor_version_requires='>=6.3'
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Alternatives
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------------
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Generation 1 VMs are currently supported.
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Data model impact
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-----------------
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None
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REST API impact
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---------------
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None
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Security impact
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---------------
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None
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Notifications impact
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--------------------
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None
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Other end user impact
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---------------------
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None
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Performance Impact
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------------------
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None
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Other deployer impact
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---------------------
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There are a couple of things that must be taken into account when deploying
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Generation 2 VMs. For more details, see [4]. Most notable restrictions are:
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* Images used for Generation 1 VMs cannot be used for Generation 2 VMs. Images
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must be created by installing the guest OS in a Generation 2 VM.
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* Guest OSes must be 64-bit.
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* RemoteFX is not supported for Generation 2 VMs.
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* Ubuntu images need extra preparation before they can be used for Generation 2
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VMs. For more details, see [5], Note section, point 11.
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Developer impact
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----------------
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None
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Implementation
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==============
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Assignee(s)
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-----------
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Primary assignee:
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cbelu
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Other contributors:
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alexpilotti
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Work Items
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----------
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* Nova Hyper-V driver implementation
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* Unit tests
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Dependencies
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============
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None
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Testing
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=======
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Unit tests. The Hyper-V CI will still run using Generation 1 VMs and the plan
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is to have a subset of Tempest tests using a Generation 2 VM.
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Documentation Impact
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====================
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The Nova driver documentation should include an entry about this topic
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including when to use and when not to use generation 2 VMs. A note on the
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relevant Glance image property should be added as well.
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References
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==========
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[1] Initial discussion (Juno design summit):
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https://etherpad.openstack.org/p/nova-hyperv-juno
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[2] Hyper-V Generation 2 VMs
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http://blogs.technet.com/b/jhoward/archive/2013/11/04/hyper-v-generation-2-virtual-machines-part-7.aspx
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[3] Secure Boot on:
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* CentOS and RedHat:
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https://technet.microsoft.com/en-us/library/dn531026.aspx
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* Oracle Linux:
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https://technet.microsoft.com/en-us/library/dn609828.aspx
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* SUSE:
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https://technet.microsoft.com/en-us/library/dn531027.aspx
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* Ubuntu:
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https://technet.microsoft.com/en-us/library/dn531029.aspx
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[4] Hyper-V Generation 2 VMs FAQ:
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https://technet.microsoft.com/en-us/library/dn282285
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[4] Ubuntu Generation 2 VMs preparation:
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https://technet.microsoft.com/en-us/library/dn531029.aspx
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