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    Xen and the Art of Virtualization
    Revisited
    Ian Pratt, Citrix Systems Inc.



6/30/2008                               1
®
Outline

     •      A brief history of Xen
     •      Why virtualization matters
     •      Paravirtualization review
     •      Hardware-software co-design
            – MMU virtualization
            – Network interface virtualization
     • The virtualization frontier


6/30/2008                                        2
®
     The Xen Story

     •      Mar 1999 XenoServers HotOS paper
     •      Apr 2002 Xen hypervisor development starts
     •      Oct 2003 Xen SOSP paper
     •      Apr 2004 Xen 1.0 released
     •      Jun 2004 First Xen developer‟s summit
     •      Nov 2004 Xen 2.0 released
     •      2004 Hardware vendors start taking Xen seriously
     •      2005 RedHat, Novell, Sun and others adopt Xen
     •      2006 VMware and Microsoft adopt paravirtualization
     •      Sep 2006 First XenEnterprise released
     •      May 2008 Xen embedded in Flash on HP/Dell servers

6/30/2008                                                        3
®
Xen Project Mission

  • Build the industry standard open source
    hypervisor
     – Core quot;enginequot; that is incorporated into multiple vendors‟ products

  • Maintain Xen‟s industry-leading performance
     – Be first to exploit new hardware acceleration features
     – Help OS vendors paravirtualize their OSes

  • Maintain Xen‟s reputation for stability and quality
     – Security must now be paramount

  • Support multiple CPU types; big and small
    systems
     – From server to client to mobile phone

  • Foster innovation
  • Drive interoperability
Why Virtualization is „Hot‟
                                                                            ®




     • Clearing up the mess created by the success of
       „scale-out‟
            – One Application per commodity x86 server
            – Leads to „server sprawl‟
            – 5-15% CPU utilization typical
     • Failure of popular OSes to provide
            –   Full configuration isolation
            –   Temporal isolation for performance predictability
            –   Strong spatial isolation for security and reliability
            –   True backward app compatibility


6/30/2008                                                               5
®
First Virtualization Benefits

 • Server consolidation
    – Consolidate scale-out success
    – Exploit multi-core CPUs
 • Manageability
    – Secure remote console
    – Reboot / power control
    – Performance monitoring
 • Ease of deployment
    – Rapid provisioning
 • VM image portability
    – Move image between different hardware
    – Disaster Recovery

                                              6
2nd Generation Virtualization Benefits
                                                    ®




                           Avoid planned downtime
                           with VM Relocation




                           Dynamically re-balance
                           workload to meet app
                           SLAs or to saver power
2nd Generation Virtualization Benefits
                                                       ®




                          Restart-HA monitors hosts
                          and VMs to keep apps
                          running



                           Hardware Fault Tolerance
                           with deterministic replay
                           or checkpointing
®
Hypervisor Security

• “hidden hypervisor” attack is a myth, but
  exploitation of an installed hypervisor is a real
  and dangerous threat
• Hypervisors add more software and thus
  increase the attack surface
   – Network-facing control stack
   – VM containment
• Xen smaller and defensible than an OS
   – Need a “strength in depth” approach
      • Disaggregate, De-privilege, narrow interfaces
      • Xen Security Modules from the NSA
   – Measured launch
                                                        9
®
     Improving Security with Hypervisors

     • Hypervisors allow administrative policy
       enforcement from outside of the OS
            – Firewalls, IDS, malware scanning etc
               • More robust as not so easily disabled
               • Provides protection within a network rather than just at
                 borders
            – Hardening OSes with immutable memory, taint
              tracking, logging and replay
            – Backup policy, multi-path IO, HA, FT etc
               • Availability and Reliability
     • Reducing human effort required to admin all the
       VMs is the next frontier
6/30/2008                                                                   10
®
     Breaking the bond between OS and h/w

     • Simplifies Application-stack certification
            – Certify App-on-OS; OS-on-HV; HV-on-h/w
            – Enables Virtual Appliances
     • Virtual hardware greatly reduces the effort
       to modify/create new OSes
            – Application-specific OSes
              • Slimming down and optimization of existing OSes
              • “Native execution” of Apps
     • Hypervisors enable h/w vendors to „light
       up‟ new features more rapidly
6/30/2008                                                         11
®
     Paravirtualization

     • Extending the OS to be aware it is running in a
       virtualized environment
            – For performance and enhanced correctness
            – IO, memory size, CPU, MMU, time
     • In Xen <2.0, some paravirtulizations were
       compulsory to close x86 virtualization holes
            – Intel VT / AMD-V allow incremental paravirtualization
     • Paravirtualization is still very important for
       performance, and works along side
       enhancements to the hardware
            – Higher-level paravirtualizations yield greatest benefit
6/30/2008                                                               12
®
     MMU Virtualization

     • Critical for performance, challenging to
       make fast, especially SMP
            – Hot-unplug unnecessary virtual CPUs
            – Use multicast TLB flush paravirtualizations etc
     • Xen supports 3 MMU virtualization modes
            1.Direct pagetables
            2.Shadow pagetables
            3.Hardware Assisted Paging
     • OS Paravirtualization compulsory for #1,
       optional (and very beneficial) for #2&3
6/30/2008                                                   13
®
MMU Virtualization : Direct-Mode

      guest reads
                                  Virtual → Machine
       guest writes
(typically batched)
                                             Guest OS
                                             Xen VMM
                                             Hardware
                           MMU
• Requires guest changes
    – Supported by Linux, Solaris, FreeBSD, NetBSD etc
• Highest performance, fewest traps
®
Shadow Pagetables
    guest reads              Virtual → Guest-physical



    guest writes
                                       Guest OS
    Accessed &     Updates
      dirty bits
                             Virtual → Machine

                                       VMM
                                       Hardware
                    MMU
• Guest changes optional, but help with batching,
  knowing when to unshadow
• Latest algorithms work remarkably well
®
     Peformance

                           W2k3 Parallel DDK Build
       08:24




       07:12




       06:00




       04:48




       03:36




       02:24




       01:12




       00:00
               32 UP   32 SMP         PAE UP       PAE SMP     64 UP   64 SMP


                            Xen 3.0      Xen 3.1    Current   Native
6/30/2008                                                                       16
®
     Hardware Assisted Paging

     • AMD NPT / Intel EPT
     • Hardware handles translation with nested pagetables
            – guest PTs managed by guest in normal way
            – guest-physical to machine-physical tables managed by Xen
     • Can increases the number of memory accesses to
       perform a TLB fill pagetable walk by factor of 5
            – Hopefully less through caching partial walks
            – But reduces the effective TLB size
     • Current implementations often perform worse than
       shadow PTs
            – Wide-SMP guests do relatively better due to no s/w locking
                • TLB flush paravirtualizations essential
            – Hardware will improve: TLBs will get bigger, caching more
              elaborate, prefetch more aggressive
6/30/2008                                                                  17
®
     Network Interface Virtualization

     • Network IO is tough
            – High packet rate
              • Batches often small
            – Data must typically be copied to VM on RX
            – Some apps latency sensitive
     • Xen‟s network IO virtualization has
       evolved over time
            – Take advantage of new NIC features
            – Smart NIC categorization: Types 0-3

6/30/2008                                                 18
®
    Level 0 : Modern conventional NICs


•    Single free buffer, RX and TX queues
•    TX and RX checksum offload
•    Transmit Segmentation Offload (TSO)
•    Large Receive Offload (LRO)
•    Adaptive interrupt throttling
•    MSI support

• (iSCSI initiator offload – export blocks to guests)
• (RDMA offload – helps live relocation)
®
I/O Architecture


         VM0                 VM1                     VM2               VM3
       Device
      Manager &                                Applications         Applications
                          Applications
      Control s/w

       GuestOS             GuestOS               GuestOS             GuestOS

       Back-End

             Native
                                                  Front-End
                            Front-End
             Device
                                                Device Drivers
                          Device Drivers
             Driver                                                    Device
                                                                      Emulation



                                                      Virtual CPU    Virtual MMU
        Control IF    Safe HW IF     Event Channel

                       Xen Virtual Machine Monitor

              Hardware (SMP, MMU, physical memory, Ethernet, SCSI/IDE)
®
Direct Device Assignment


        VM0                 VM1                    VM2               VM3
      Device
     Manager &                               Applications         Applications
                         Applications
     Control s/w

      GuestOS             GuestOS              GuestOS             GuestOS

      Back-End

                         Native
            Native
                         Device                 Front-End
            Device
                         Driver               Device Drivers
            Driver                                                   Device
                                                                    Emulation



                                                    Virtual CPU    Virtual MMU
       Control IF    Safe HW IF    Event Channel

                      Xen Virtual Machine Monitor

             Hardware (SMP, MMU, physical memory, Ethernet, SCSI/IDE)
®
Level 1 : Multiple RX Queues


• NIC supports multiple free and RX buffer Q‟s
  – Choose Q based on dest MAC, VLAN
  – Default queue used for mcast/broadcast
• Great opportunity for avoiding data copy for
  high-throughput VMs
  – Try to allocate free buffers from buffers the guest
    is offering
  – Still need to worry about bcast, inter-domain etc
• Multiple TX queues with traffic shapping
®
Level 2 : Direct guest access


• NIC allows Q pairs to be mapped into
  guest in a safe and protected manner
  – Unprivileged h/w driver in guest
  – Direct h/w access for most TX/RX operations
  – Still need to use s/w path for bcast, inter-dom
• Memory pre-registration with NIC via
  privileged part of driver (e.g. in dom0)
  – Or rely on architectural IOMMU in future
• For TX, require traffic shaping and basic
  MAC/srcIP filtering enforcement
®
Level 2 NICs e.g. Solarflare / Infiniband

  • Accelerated routes set up by Dom0
        – Then DomU can access hardware directly
  • Allow untrusted entities to access the NIC
    without compromising system integrity
        – Grant tables used to pin pages for DMA
   • Treated as an “accelerator module” to allow
     easy hot plug/unplug



                                                        DomU
                                   Dom0      DomU
                     DomU
 Dom0        DomU


                                                   Hypervisor
                Hypervisor
                                           Hardware
          Hardware
®
Level 3 Switch on NIC / SR-IOV

• NIC presents itself as multiple PCI
  devices, one per guest
  – Relies on IOMMU for protection
  – Still need to deal with the case when there are
    more VMs than virtual h/w NIC
  – Worse issue with h/w-specific driver in guest
• Full L2+ switch functionality on NIC
  – Inter-domain traffic can go via NIC
     • But goes over PCIe bus twice
Performance                                                                                           ®




Default configuration (6 pkt/intr)                            Interrupt throttling config (64 pkt/intr)
            35                                                 35
                 272%
            30                                                 30                                      usercopy
                                                               25
            25
                                                                                                       kern
                           193%




                                                    CPU (%)
  CPU (%)




            20                                                 20   201%
                                                                                                       xen1
                                   126%
            15                                                 15
                                            100%                                                       grantcopy
                                                                             123%              100%
                                                                                      109%
            10                                                 10
                                                                                                       kern0
            5                                                   5
                                                                                                       xen0
            0                                                   0
                 Type-0   Type-1   Type-2   linux                                     Type-2
                                                                    Type-0                     linux
                                                                             Type-1




            • Smarter NICs reduce CPU overhead substantially
            • Care must be taken with type-2/3 NICs to ensure
            benefits of VM portability and live relocation are not lost
            • “Extreme late copy” for zero-copy inter-domain
            communication under development
page 28                                                                                                 June 30, 200
®
Xen Client : A Hypervisor for Client Devices

• Security, Manageability and Supportability
• “Embedded IT” virtual appliances
  – IDS, Malware detection, remote access, backup etc.
• Building Multi-level secure systems
  – Run multiple guest VMs with very controlled
    information flow
     •   Enables Bring-Your-Own-PC model
     •   Corporate VM; VM for web browsing; VM for banking
     •   Seamless merging of VM displays
     •   Migration of VMs between datacentre and laptops for
         offline use
• Security requires a true hypervisor architecture
  – Intel TXT / AMD SKINIT and Trusted Platform Module
®
From Laptops to Mobiles

• Smart phones and PDAs
  – Xen ARM
  – Smart phones now suffer from many of the same
    problems as PCs
• Simple restricted use cases:
  – Three VMs running on one CPU:
     • Real time VM for controlling the radio
     • VM for vendor/operator -supplied s/w
     • VM for user-downloaded software
®
XenoServers : University Project from 1999


                  Deploy


  XenoCorp

  XenoServer

 Client




• Incremental rollout      • Global services and apps
• Flexible platform        • Exploit network topology
                           • Open commercial platform
• Unified management
®

Augmenting IT infrastructure with Cloud

 • Dynamic infrastructure as a service
    – 100% virtualized, and fully manageable
    – Pay as you use - no long-term contracts
 • Enterprise - Cloud Bridge
    – Optimize VM image deployment
    – Secure gateway between Cloud and Enterprise
 • Initial applications for Cloud
    – End-user facing applications (e.g. Web) - take
      advantage of Cloud‟s global presence and fat pipes
    – Test and Dev environments, Disaster Recovery
®
     Conclusions

     • Open Source is a great way to get impact
       from University research projects
     • Hypervisors will become ubiquitous, near
       zero overhead, built in to the hardware
     • Virtualization may enable a new quot;golden
       agequot; of operating system diversity
     • Virtualization is a really fun area to be
       working in!
                              ian.pratt@xen.org

6/30/2008                                          34

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Ian Pratt Usenix 08 Keynote

  • 1. ® Xen and the Art of Virtualization Revisited Ian Pratt, Citrix Systems Inc. 6/30/2008 1
  • 2. ® Outline • A brief history of Xen • Why virtualization matters • Paravirtualization review • Hardware-software co-design – MMU virtualization – Network interface virtualization • The virtualization frontier 6/30/2008 2
  • 3. ® The Xen Story • Mar 1999 XenoServers HotOS paper • Apr 2002 Xen hypervisor development starts • Oct 2003 Xen SOSP paper • Apr 2004 Xen 1.0 released • Jun 2004 First Xen developer‟s summit • Nov 2004 Xen 2.0 released • 2004 Hardware vendors start taking Xen seriously • 2005 RedHat, Novell, Sun and others adopt Xen • 2006 VMware and Microsoft adopt paravirtualization • Sep 2006 First XenEnterprise released • May 2008 Xen embedded in Flash on HP/Dell servers 6/30/2008 3
  • 4. ® Xen Project Mission • Build the industry standard open source hypervisor – Core quot;enginequot; that is incorporated into multiple vendors‟ products • Maintain Xen‟s industry-leading performance – Be first to exploit new hardware acceleration features – Help OS vendors paravirtualize their OSes • Maintain Xen‟s reputation for stability and quality – Security must now be paramount • Support multiple CPU types; big and small systems – From server to client to mobile phone • Foster innovation • Drive interoperability
  • 5. Why Virtualization is „Hot‟ ® • Clearing up the mess created by the success of „scale-out‟ – One Application per commodity x86 server – Leads to „server sprawl‟ – 5-15% CPU utilization typical • Failure of popular OSes to provide – Full configuration isolation – Temporal isolation for performance predictability – Strong spatial isolation for security and reliability – True backward app compatibility 6/30/2008 5
  • 6. ® First Virtualization Benefits • Server consolidation – Consolidate scale-out success – Exploit multi-core CPUs • Manageability – Secure remote console – Reboot / power control – Performance monitoring • Ease of deployment – Rapid provisioning • VM image portability – Move image between different hardware – Disaster Recovery 6
  • 7. 2nd Generation Virtualization Benefits ® Avoid planned downtime with VM Relocation Dynamically re-balance workload to meet app SLAs or to saver power
  • 8. 2nd Generation Virtualization Benefits ® Restart-HA monitors hosts and VMs to keep apps running Hardware Fault Tolerance with deterministic replay or checkpointing
  • 9. ® Hypervisor Security • “hidden hypervisor” attack is a myth, but exploitation of an installed hypervisor is a real and dangerous threat • Hypervisors add more software and thus increase the attack surface – Network-facing control stack – VM containment • Xen smaller and defensible than an OS – Need a “strength in depth” approach • Disaggregate, De-privilege, narrow interfaces • Xen Security Modules from the NSA – Measured launch 9
  • 10. ® Improving Security with Hypervisors • Hypervisors allow administrative policy enforcement from outside of the OS – Firewalls, IDS, malware scanning etc • More robust as not so easily disabled • Provides protection within a network rather than just at borders – Hardening OSes with immutable memory, taint tracking, logging and replay – Backup policy, multi-path IO, HA, FT etc • Availability and Reliability • Reducing human effort required to admin all the VMs is the next frontier 6/30/2008 10
  • 11. ® Breaking the bond between OS and h/w • Simplifies Application-stack certification – Certify App-on-OS; OS-on-HV; HV-on-h/w – Enables Virtual Appliances • Virtual hardware greatly reduces the effort to modify/create new OSes – Application-specific OSes • Slimming down and optimization of existing OSes • “Native execution” of Apps • Hypervisors enable h/w vendors to „light up‟ new features more rapidly 6/30/2008 11
  • 12. ® Paravirtualization • Extending the OS to be aware it is running in a virtualized environment – For performance and enhanced correctness – IO, memory size, CPU, MMU, time • In Xen <2.0, some paravirtulizations were compulsory to close x86 virtualization holes – Intel VT / AMD-V allow incremental paravirtualization • Paravirtualization is still very important for performance, and works along side enhancements to the hardware – Higher-level paravirtualizations yield greatest benefit 6/30/2008 12
  • 13. ® MMU Virtualization • Critical for performance, challenging to make fast, especially SMP – Hot-unplug unnecessary virtual CPUs – Use multicast TLB flush paravirtualizations etc • Xen supports 3 MMU virtualization modes 1.Direct pagetables 2.Shadow pagetables 3.Hardware Assisted Paging • OS Paravirtualization compulsory for #1, optional (and very beneficial) for #2&3 6/30/2008 13
  • 14. ® MMU Virtualization : Direct-Mode guest reads Virtual → Machine guest writes (typically batched) Guest OS Xen VMM Hardware MMU • Requires guest changes – Supported by Linux, Solaris, FreeBSD, NetBSD etc • Highest performance, fewest traps
  • 15. ® Shadow Pagetables guest reads Virtual → Guest-physical guest writes Guest OS Accessed & Updates dirty bits Virtual → Machine VMM Hardware MMU • Guest changes optional, but help with batching, knowing when to unshadow • Latest algorithms work remarkably well
  • 16. ® Peformance W2k3 Parallel DDK Build 08:24 07:12 06:00 04:48 03:36 02:24 01:12 00:00 32 UP 32 SMP PAE UP PAE SMP 64 UP 64 SMP Xen 3.0 Xen 3.1 Current Native 6/30/2008 16
  • 17. ® Hardware Assisted Paging • AMD NPT / Intel EPT • Hardware handles translation with nested pagetables – guest PTs managed by guest in normal way – guest-physical to machine-physical tables managed by Xen • Can increases the number of memory accesses to perform a TLB fill pagetable walk by factor of 5 – Hopefully less through caching partial walks – But reduces the effective TLB size • Current implementations often perform worse than shadow PTs – Wide-SMP guests do relatively better due to no s/w locking • TLB flush paravirtualizations essential – Hardware will improve: TLBs will get bigger, caching more elaborate, prefetch more aggressive 6/30/2008 17
  • 18. ® Network Interface Virtualization • Network IO is tough – High packet rate • Batches often small – Data must typically be copied to VM on RX – Some apps latency sensitive • Xen‟s network IO virtualization has evolved over time – Take advantage of new NIC features – Smart NIC categorization: Types 0-3 6/30/2008 18
  • 19. ® Level 0 : Modern conventional NICs • Single free buffer, RX and TX queues • TX and RX checksum offload • Transmit Segmentation Offload (TSO) • Large Receive Offload (LRO) • Adaptive interrupt throttling • MSI support • (iSCSI initiator offload – export blocks to guests) • (RDMA offload – helps live relocation)
  • 20. ® I/O Architecture VM0 VM1 VM2 VM3 Device Manager & Applications Applications Applications Control s/w GuestOS GuestOS GuestOS GuestOS Back-End Native Front-End Front-End Device Device Drivers Device Drivers Driver Device Emulation Virtual CPU Virtual MMU Control IF Safe HW IF Event Channel Xen Virtual Machine Monitor Hardware (SMP, MMU, physical memory, Ethernet, SCSI/IDE)
  • 21. ® Direct Device Assignment VM0 VM1 VM2 VM3 Device Manager & Applications Applications Applications Control s/w GuestOS GuestOS GuestOS GuestOS Back-End Native Native Device Front-End Device Driver Device Drivers Driver Device Emulation Virtual CPU Virtual MMU Control IF Safe HW IF Event Channel Xen Virtual Machine Monitor Hardware (SMP, MMU, physical memory, Ethernet, SCSI/IDE)
  • 22. ® Level 1 : Multiple RX Queues • NIC supports multiple free and RX buffer Q‟s – Choose Q based on dest MAC, VLAN – Default queue used for mcast/broadcast • Great opportunity for avoiding data copy for high-throughput VMs – Try to allocate free buffers from buffers the guest is offering – Still need to worry about bcast, inter-domain etc • Multiple TX queues with traffic shapping
  • 23. ® Level 2 : Direct guest access • NIC allows Q pairs to be mapped into guest in a safe and protected manner – Unprivileged h/w driver in guest – Direct h/w access for most TX/RX operations – Still need to use s/w path for bcast, inter-dom • Memory pre-registration with NIC via privileged part of driver (e.g. in dom0) – Or rely on architectural IOMMU in future • For TX, require traffic shaping and basic MAC/srcIP filtering enforcement
  • 24. ® Level 2 NICs e.g. Solarflare / Infiniband • Accelerated routes set up by Dom0 – Then DomU can access hardware directly • Allow untrusted entities to access the NIC without compromising system integrity – Grant tables used to pin pages for DMA • Treated as an “accelerator module” to allow easy hot plug/unplug DomU Dom0 DomU DomU Dom0 DomU Hypervisor Hypervisor Hardware Hardware
  • 25. ® Level 3 Switch on NIC / SR-IOV • NIC presents itself as multiple PCI devices, one per guest – Relies on IOMMU for protection – Still need to deal with the case when there are more VMs than virtual h/w NIC – Worse issue with h/w-specific driver in guest • Full L2+ switch functionality on NIC – Inter-domain traffic can go via NIC • But goes over PCIe bus twice
  • 26. Performance ® Default configuration (6 pkt/intr) Interrupt throttling config (64 pkt/intr) 35 35 272% 30 30 usercopy 25 25 kern 193% CPU (%) CPU (%) 20 20 201% xen1 126% 15 15 100% grantcopy 123% 100% 109% 10 10 kern0 5 5 xen0 0 0 Type-0 Type-1 Type-2 linux Type-2 Type-0 linux Type-1 • Smarter NICs reduce CPU overhead substantially • Care must be taken with type-2/3 NICs to ensure benefits of VM portability and live relocation are not lost • “Extreme late copy” for zero-copy inter-domain communication under development page 28 June 30, 200
  • 27. ® Xen Client : A Hypervisor for Client Devices • Security, Manageability and Supportability • “Embedded IT” virtual appliances – IDS, Malware detection, remote access, backup etc. • Building Multi-level secure systems – Run multiple guest VMs with very controlled information flow • Enables Bring-Your-Own-PC model • Corporate VM; VM for web browsing; VM for banking • Seamless merging of VM displays • Migration of VMs between datacentre and laptops for offline use • Security requires a true hypervisor architecture – Intel TXT / AMD SKINIT and Trusted Platform Module
  • 28. ® From Laptops to Mobiles • Smart phones and PDAs – Xen ARM – Smart phones now suffer from many of the same problems as PCs • Simple restricted use cases: – Three VMs running on one CPU: • Real time VM for controlling the radio • VM for vendor/operator -supplied s/w • VM for user-downloaded software
  • 29. ® XenoServers : University Project from 1999 Deploy XenoCorp XenoServer Client • Incremental rollout • Global services and apps • Flexible platform • Exploit network topology • Open commercial platform • Unified management
  • 30. ® Augmenting IT infrastructure with Cloud • Dynamic infrastructure as a service – 100% virtualized, and fully manageable – Pay as you use - no long-term contracts • Enterprise - Cloud Bridge – Optimize VM image deployment – Secure gateway between Cloud and Enterprise • Initial applications for Cloud – End-user facing applications (e.g. Web) - take advantage of Cloud‟s global presence and fat pipes – Test and Dev environments, Disaster Recovery
  • 31. ® Conclusions • Open Source is a great way to get impact from University research projects • Hypervisors will become ubiquitous, near zero overhead, built in to the hardware • Virtualization may enable a new quot;golden agequot; of operating system diversity • Virtualization is a really fun area to be working in! ian.pratt@xen.org 6/30/2008 34