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March 2008

The Soul of Windows Server 2008: Server Core and Hyper-V

A candid conversation with Windows Server General Manager Bill Laing
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Executive Summary:

In an exclusive interview, Bill Laing, general manager of Microsoft’s Windows Server division, discusses key Windows Server 2008 features, commenting candidly about features that surprised him, technology that might be hard for some users, and lessons Microsoft learned from this release.


In Windows Server history, each release has been notable for some key technology. Windows 2000 Server was the Active Directory (AD) release. Windows Server 2003 was the security release.

When planning began for Longhorn Server (now Windows Server 2008), Microsoft was preoccupied with Linux. Consequently, the original plans lacked significant innovation: Longhorn Server was an unexciting revision of Windows 2003 with some manageability enhancements. As time passed, the corresponding Longhorn client (now Windows Vista) release continuously slipped, holding back Longhorn Server.

Finally, in 2005, because the original features conceived for Longhorn Server were finished (and to appease Software Assurance customers) Microsoft announced a new cadence of a “minor” release to follow two years after each “major” release such as Windows 2003. The result was Windows Server 2003 R2. R2 was notable for clearing the stage so that the actual Longhorn release could introduce some really interesting technology: Server 2008 debuts a new roles-based management paradigm enabled by componentization of the OS; but the features this release will be notable for are Server Core and native virtualization, Hyper-V (code-named Veridian).

Just as each Server release has been noted for a technology, so has each release’s development been led by a Microsoft engineer. Windows NT was fathered by Dave Cutler. Win2K finally shipped thanks to Brian Valentine. Windows 2003 bears the imprint of Dave Thompson. Responsibility for Server 2008 rests on Bill Laing, general manager of the Windows Server division.

In a recent conversation, Laing discussed Server 2008’s evolution, candidly commenting about the development of key features, lessons learned, what he thinks might be hard for some users, and what surprised him.

The Role of Roles
Forster: What were your goals for Server 2008?
Laing: We always have the basic goals of improving reliability, security, scalability, but the notion of role-based deployment was a big change for Windows. We wanted the server so you could configure it by role, or by workload. The big Aha! moment was that customers actually say “roles.” We didn’t make that word up; it

Forster: Didn’t Windows 2003 start moving toward roles?
Laing: We had Manage Your Server and Configure Your Server, but it wasn’t a natural tool you left up the whole time. Now we literally don’t include the bits for undeployed roles in the directory. They’re on the disk, but if you don’t install the role, the code for that role is not even there.

Forster: What are the implications of role-based deployment?
Laing: The way I think about it is you’re reducing the surface area, which helps you with management because you’re only exposing the things you need for the role. If you don’t install Media Player, you don’t have to pay any attention to it—whether it’s managing it, or patching it, or whatever. I think of how easy it is with Windows 2003 to turn on File Server. Well, now you have to consciously go through the act of creating a file server role. You’re not accidentally going to create shares, for example.

Forster: Do roles enhance security?
Laing: I’d love to claim it makes Windows Server more secure. It’s a tough thing to claim. But there are fewer moving parts. So the surface area has come down and it should improve security.

Server Core
Forster: The most important innovation is probably Server Core, the stripped-down version of the OS with no GUI. How did Server Core happen?
Laing: Customers told us they wanted it— and I was pleasantly surprised at how much we were able to do in a first release. Actually, the people who had started doing the initial work came from the Embedded Systems group. They’d been thinking about Windows in embedded environments. They’d been doing a lot of analysis and had done maps of different layers of the OS.

Forster: Untangling the dependencies within Windows Server must have been daunting. How did you deal with that?
Laing? When we initially went into componentization, naively, we thought there would be maybe 2,000 components in the OS and we’d just pick and choose the ones we wanted. The problem is you have to test all the ways the components can be combined, so you really have to choose fairly big building blocks. It was clear to me that we could only manage a few layers initially.

Forster: What were the challenges of applying the Embedded Systems team’s work to Windows Server?
Laing: If you build an embedded OS, it’s deployed in the context of, say, a Point of Sales terminal. It’s not some general-purpose thing like an OS that then gets deployed in many scenarios. The people building the terminal can choose their components, integrate the system, and that’s it. So we walked this fine line between how many components do you want and the complexity problem that occurs because components can be assembled in different ways. That’s why we went for Core, plus—as we used to call it—ROS (Rest of the OS), which was the next building block. That was the difference between Server Core, and then Server without the roles, and then each role being separate, and then ideally each feature.

Hyper-V
Forster: Hyper-V was a late addition and actually isn’t a finished part of this release [As I wrote this article, a beta of Hyper-V had shipped in December and another beta was scheduled to ship with Server 2008, with the final Hyper-V set to release within 180 days.] How did Hyper-V come about?
Laing: Around late 2003, we acquired Connectix (Virtual Server and Virtual PC). At that time, people thought of virtualization as an option rather than a core strategy for the company. The initial model was to add Virtual Server 2005 R2 to provide a virtual hosting model. Then came research groups, such as Xen (we actually contributed research into Xen), and the hypervisor model. And the semiconductor industry was developing enhancements to support virtualization. We said, “That’s a core feature of the OS.” That was the change in our thinking—that virtualization was a core feature of the OS.

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