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Virtualization Concepts and Types

Jun 7, 2025

Overview

This lecture explains virtualization concepts, types of hypervisors, resource allocation, networking options, security considerations, virtual desktop infrastructure (VDI), and application containerization.

Virtualization Basics

  • Virtualization allows multiple operating systems to run on a single physical system.
  • The hypervisor or virtual machine manager handles resource allocation and separation between virtual machines (VMs).
  • Hypervisors can use CPU features like Intel VT or AMD-V for improved virtualization performance.

Types of Hypervisors

  • Type 1 (bare metal) hypervisor runs directly on hardware without a host operating system (e.g., VMware ESXi, Microsoft HyperV).
  • Type 2 (hosted) hypervisor runs on top of an existing operating system (e.g., VMware Workstation, Oracle VirtualBox, Parallels Desktop).
  • Both types create VMs that are otherwise functionally identical; the main difference is their position relative to the host OS.

Resource Management

  • Each VM requires dedicated CPU cycles, memory, and storage space.
  • Ensure sufficient hardware resources are available for simultaneous VM operation.
  • Each VM contains its own operating system, applications, and data.

Networking in Virtualization

  • Hypervisors control VM network access and can create virtual networks.
  • Shared network (NAT): VMs use a separate subnet and communicate externally via network address translation.
  • Bridge network: VMs appear as local devices on the same subnet as the host.
  • Private network: VMs can be isolated, communicating only with specific devices as configured.

Security Considerations

  • Hypervisor security is critical; VM escape is a major threat where malware crosses VM boundaries.
  • Each VM should be secured like a standalone machine with firewalls and anti-malware.
  • Downloading VMs from untrusted sources may introduce malware; prefer building your own VMs or verifying downloaded images.

Virtual Desktop Infrastructure (VDI)

  • VDI or Desktop as a Service (DaaS) runs user desktops as VMs on remote servers or in the cloud.
  • Client devices need minimal hardware; processing occurs remotely and is accessed over the network.
  • Users interact with VDI as if it were a local OS.

Application Containerization

  • Containers virtualize applications without needing a separate OS for each app, unlike VMs.
  • Each container is isolated and portable; Docker is a common container platform.
  • All containers share a single host OS, simplifying updates but limiting OS diversity across containers.

Key Terms & Definitions

  • Hypervisor — software managing VMs and their resource allocation.
  • Type 1 Hypervisor — runs directly on hardware (bare metal).
  • Type 2 Hypervisor — runs atop a host operating system.
  • VM Escape — a security breach allowing malware to jump from one VM to another.
  • Virtual Desktop Infrastructure (VDI) — technology running desktops as VMs on remote servers.
  • Containerization — running applications in isolated containers sharing a single host OS.

Action Items / Next Steps

  • Review the difference between Type 1 and Type 2 hypervisors.
  • Assess your system for adequate CPU, RAM, and storage before running multiple VMs.
  • Practice creating and securing your own VMs rather than downloading from unknown sources.