VMware/EMC downstream merger?!?

Following on from my blog post early August, it seems another article has been written on re/code:

http://recode.net/2015/08/26/board-takes-serious-look-at-vmware-led-takeover-of-emc/

I still think a downstream merger will signal the end of VMware being vendor agnostic!

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What to expect at VMworld 2015… Ready for Any…

So VMworld 2015 US kicks off this weekend, and with more than 20,000 people expected to attend, it looks like it’ll be another packed out couple of days in San Fran….. again, unfortunately due to my location, I’m scheduled to head to VMworld Europe, which means all the juicy stuff will already be announced come Barcelona in October! Although that could also be a benefit as I can tailor my schedule to try and learn more about those announcements!

The theme this year is “Ready for Any” an interesting tagline which I guess tries to emphasise how VMware have positioned themselves as a company with a portfolio that can accommodate anyone and anything….. Any Application, Any Device, Any Cloud!

The great thing about VMworld (and I guess like any other expo) is the event brings together all the Management teams, Subject Matter Experts (SMEs), IT professionals, End Users, Partners, etc, and lets them mingle together and learn about the latest and greatest within Virtualisation and Cloud Technology.
There’s something for everyone – you get to hear where the direction of VMware is heading during the General Sessions with Pat Gelsinger and Carl Eschenbach, learn about shaping your IT strategy at thought-leadership breakout sessions, all the way to understanding what’s under the hood in Advanced technical sessions and Hands-on-Labs (HOLs). In addition, the Solution Exchange lets attendees check out what VMware partners have to offer!

This year there’s a new Cloud Native Applications track (in addition to the usual SDDC, EUC, and Hybrid Cloud) and I guess this is a key focus for VMware as they see DevOps becoming a core influencer in the modern IT organisation. VMware are looking to show that there are tools available within their portfolio to help DevOps teams utilise the VMware stack for Continuous Delivery, both on-prem and off-prem (CloudOps). There’s even a dedicated 3-day DevOps program at the US event (unfortunately not at the Europe event).

Apart from a huge DevOps drive, there seems to be quite a number of sessions on vRealize, NSX and Virtual SAN – and I’m guessing these are the key focus areas of revenue for VMware in the upcoming year. VMware are aware their vSphere product line has matured and are trying to transition their customers onto other products.

In addition there are a number of Expert Led Workshops (ELW) available to schedule (similar to the Hands-on-Lab sessions but with an Expert on hand to field questions). However, these sessions are extremely popular and most are full already!

So having scrolled through the hundreds of sessions that are available at both the US and Europe event, what has caught my eye?

Project Enzo – This solution is aimed at enabling fast deployment of desktops and applications on-prem or in the cloud. To borrow a marketing blurb: “Project Enzo combines the benefits of cloud-based management, intelligent orchestration and hyper-converged infrastructure to radically transform virtual desktop and application delivery.”
It looks to be an amalgamation of Project Meteor and Project Fargo – which were showcased last year at VMworld 2014, allowing Just In Time (JIT) desktop deployment (VM-forking technique which is basically Instant Cloning of VMs) – and AppVolumes which delivers applications Just in Time. All sitting on top of a HCIA like EVO:RAIL/EVO:RACK.
It also looks like they will tie in User Environment Management features from their recent Immidio acquisition.

EVO:RAIL 2.0 – There are a number of sessions around Hyperconverged Infrastructure, how to position it within the market and also the Business Advantages around a HCI stack. Building on from the launch of EVO:RAIL last year comes the announcement of version 2.0 which will utilise all the goodness from vSphere 6.0 and VSAN 6.0 – a much welcomed upgrade! It will be interesting to see whether there will be discussions around whether a multi-site EVO:RAIL cluster will be possible (see comments under VSAN).

EVO:RACK – I guess after last years Tech Preview, this is one of the big launches at VMworld 2015. A solution that address how “Hyperconverged Infrastructure can be a rack-scale solution for deploying and operating a Software-Defined Data Centre” (to borrow yet another marketing blurb). Strangely after the Tech Preview last year, there hasn’t been much else said about the solution, so in my eyes I’m thinking of it as being a VBlock (or FlexPod) on automated steroids! =)
I’m really interested to learn about the underlying architecture – it’s obviously going to be a framework with several vendors becoming “qualified partners”. I know for a fact that EMC will be releasing a EVO:RACK solution (potentially EMC VxRack 1034).
What made EVO:RAIL so attractive was the software – the ease of deploying an appliance and even scaling out the HCIA cluster. What put a lot of people off was the limitations on hardware and the lack of choice you got.
I’m hoping EVO:RACK has an intelligent software stack that exceeds EVO:RAIL plus the flexibility to support a broad range of hardware combinations. In my opinion, the perfect world would see the software working on any underlying hardware (no matter how many CPUs, memory or storage is presented) – it should be clever enough to adapt the automation workflows to the hardware!

DevOps/Cloud Native Apps – I’m not going to try and pretend I know loads about DevOps, so all I’m going to do is re-iterate how VMware sees this as the next key area in IT and hence why there is a dedicated track on Cloud Native Applications.
There are sessions on how applications are developed and operated (DevOps/CloudOps), how they’re architected (microservices and 12-factor apps), and how they’re deployed (Docker and containers).  Expect some deep dives into the likes of Project Photon & Lightwave – key to VMware’s take on Microservice (which is a way of designing applications as a suite of small services, running independently of each other), and sessions on Docker integration and Containers.

NSX – NSX has slowly trundled along since launch and NSX 6.1 introduced the world to Micro-segmentation (or at least enhanced its capabilities for it), something that has resonated well with end-users – the ability to logically divide the data centre into distinct security segments based on individual workloads and define policies/services for each segment.
Checkpoint, F5 and Palo Alto (to name a few) all have technical sessions running at VMworld this year, building on their integration with NSX in securing the virtual environment, and I see that as a key selling point of NSX – the whole securing Easty-Westy traffic rather than just on the perimeter, and the ability for network security profiles to move with the VM (ie if you vMotion it, or even replicate it to another site).

Virtual SAN / vVOLs – As with NSX, Software-Defined Storage is another key part of VMware’s portfolio in trying to empower IT-as-a-Service (the whole SDDC solution). There are a number of sessions discussing the relationship SDS has with Converged Infrastructures.
Obviously with the launch of VSAN 6.0, there are a number of interesting deep-dive technical sessions – Especially the one being run by Duncan Epping and Rawlinson Rivera on “Building a Stretched Cluster with Virtual SAN”. With the addition of the fault domain feature in VSAN, this leads to the question regarding whether you could stretch a VSAN cluster across multiple sites (assuming network is flat and low latency)… and that leads to the interesting discussion about what you could potentially do with EVO:RAIL!
Since VVOLs was launched, the storage vendors have been slow to get their products to market – but understandably as the whole SAN concept is re-written with this technology. However, there are a lot more vendor sessions this year – and the “VVOLs Technical Panel” will be an interesting session where we should hear from all the storage vendors and how it’s been implemented in their arrays!

Whilst I’ve mentioned some sessions available at VMworld US, unfortunately only a handful of them ever make it over to Barcelona. So here are some sessions at VMworld Europe that I think would be worth attending! It’s also worth mentioning that these are the sessions that have jumped out at me on my first few passes of the Content Catalog, I’ve yet to go over all 375 sessions in detail!

PAR6390 – VMware’s Hyper-Converged Infrastructure (HCI) Solution (Partner only I’m afraid)

SDDC4797 – EVO:RAIL 2.0 Deep Dive

SDDC5273 – VMware Hyper-Converged Infrastructure: From vSAN to EVO:RAIL and EVO:RACK

SDDC6642-SPO – The Bleeding Edge: A Face-Melting Technical Smorgasbord of Private, Hybrid and PaaS (just because it’s Chad Sakac – unfortunately no Vaughn Stewart this year)

STO5333 – Building a Stretched Cluster with Virtual SAN

STO4649 – Virtual Volumes Technical Deep Dive

CTO6453 – The Future of Software-Defined Storage – What does it look like in 3 years time?

CTO6630 – VMware CTO Panel

EUC5573 – Introducing Project Enzo – Low Cost, Simplified Desktop and Application Deployment and Management

HBC5201 – Technical Deep Dive on vCloud Air Advanced & Hybrid Networking Services, Powered by VMware NSX

SEC5170 – Micro-Segmented Applications and Services: Enabling The Future of Security

SEC6672-SPO – Evolving Cloud & Data center Operations with Security Management

NET4989 – The Future of Network Virtualization with VMware NSX

CNA4859 – Agility in the Datacenter – Workflows and Tools to Speed Application Delivery

CNA5379 – Panel: Enterprise architecture for Cloud-Native Applications

CNA5479 – Running Cloud-Native Apps on your Existing Infrastructure

Unfortunately quite a number of these sessions clash, and I’m still trying to juggle my Schedule Builder around so I can attend all the interesting sessions…. Once I finalise my sessions, I’ll be posting up where you can find me! =)

VMware Labs Fling – Instant Clone via PowerCLI Extensions

https://labs.vmware.com/flings/powercli-extensions

With the launch of vSphere 6.0, the Instant Clone feature was released that allows you to do rapid in-memory cloning of running VMs. If you’re not aware of the feature, it has been known as VM Fork or Project Fargo (prior to the release of vSphere 6)….. Duncan Epping has a great write up on his blog: http://www.yellow-bricks.com/2014/10/07/project-fargo-aka-vmfork-what-is-it/

Unfortunately it was an API that was hidden away…. but the latest VMware Labs fling extends the functionality of PowerCLI to grant you access to the API.

https://blogs.vmware.com/PowerCLI/2015/08/vmware-instant-clone-now-fingertips-new-powercli-extensions-fling.html

Worth having a look…. but as always, only in a dev environment! =)

New VMware Fling – HTML5 Embedded Host Client for ESXi

The clever bods at VMware labs have just released another new Fling… and this one’s a damn awesome Fling!

https://labs.vmware.com/flings/esxi-embedded-host-client

What it allows you to do (after installing the VIB) is to open up a browser to your ESXi host and gain access to a simple client allowing you to manage your freshly installed ESXi host (for example if you haven’t yet deployed vCenter Server or don’t have access to the C# client). The look and feel of it is very similar to the current Web client…. very simple to navigate and access the features/functions.

ESXiHostClientFlingScreenShotLargest

The client is still in the development phase, and as such does not open up all the features possible, the VMware engineers have only implemented a hand full of the most important features:

  • VM operations (Power on, off, reset, suspend, etc).
  • Creating a new VM, from scratch or from OVF/OVA (limited OVA support)
  • Configuring NTP on a host
  • Displaying summaries, events, tasks and notifications/alerts
  • Providing a console to VMs
  • Configuring host networking
  • Configuring host advanced settings
  • Configuring host services

Only issue is it’s a VIB which means you need to copy it across to your ESXi host (using a SCP tool like WinSCP).
Then once copied over you need to install the VIB into the kernel (esxcli software vib install -v /tmp/esxui.vib)

Hopefully the next version will be a fully packaged installer that asks for the IP address of your ESXi host and goes off and deploys the VIB automatically!

The best thing about it – it’s HTML5 and JavaScript….. no Flash!!!! =)

Go off, have a try and then offer your feedback or post up any issues you encounter! Hopefully it’ll get rolled into vSphere ESXi in the future! =)

EMC/VMware Buy Out Rumours

Earlier this week a colleague of mine brought two articles to my attention…. The first was an article about “Why EMC may buy out VMware”, the second was a complete reversal – “Why VMware may buy out EMC”.

http://recode.net/2015/08/03/why-emc-may-soon-buy-out-not-spin-out-vmware/
http://recode.net/2015/08/05/emc-considers-a-buyout-by-its-own-subsidiary-vmware/

Interesting articles to read…..

 

EMC buying out the remaining stake of VMware and taking it in house has always been talked about! I don’t think a month goes by without someone within EMC suggesting this route of action.

In my opinion, EMC’s acquisitions have more often than not been really clever in leveraging emerging technologies (or plugging gaps in their portfolio) – Data Domain, Avamar, Isilon, XtremIO. Even the software acquisitions have been smart – Legato Networker, Documentum, VMware, TwinStrata, Virtustream. I was a bit surprised when EMC decided to offload 15% of VMware shares back in 2007 for an IPO, previous acquisitions had been completely absorbed by the corporation, but with VMware they decided to give them their own free rein and identity.

With the vast expansion into virtualisation and cloud technologies, EMC have probably realised that sooner or later software is going to be the way to go….. Software intelligence deployed on commodity tin! So it comes as no surprise that a so-called buy out is on the cards again.

The keen financiers amongst us will have noticed that VMware’s share price is significantly higher than EMCs ($86 compare to $26 as of market close yesterday), and that they account for almost 75% of EMCs valuation – which means any sort of VMware spin-out will severely weaken EMC as a corporation!

An EMC/VMware merger would obviously save them quite a bit in operating expenditure as there is probably quite a lot of overlap, it was reported cost savings if such a merger occurred could be up to $1bn. Not to mention it would allow EMC to reap the benefits of reporting on VMware’s earnings as their own!

 

However, whether EMC buys out VMware or vice-versa, I don’t hesitate to think that the end-user would be the most affected by such a merger.

Because VMware is its own entity, it offers virtualisation across heterogeneous hardware… any sort of merger would surely mean that there would be a shift towards favouring its own products – ie EMC storage, backup, etc. What would happen to VMware’s future R&D and partner relationships with the likes of NetApp, Cisco, HP, etc? Yes, a merger may bring closer ‘federation’ between EMC products and VMware, but it would have a detrimental effect to customers who don’t have EMC products. (Just look at how Oracle prefers its customers to run Oracle on Exadata – yes you can run it on other systems, but licensing is so complex!)

What about the products that overlap, Virtual SAN and ScaleIO being two products that immediately come to mind – they both compete in the Software Defined Storage market using local hard drives to create a storage pool. Then there’s RecoverPoint for VM against vSphere Replication and vCenter Site Recovery Manager, both are DR solutions. Another semi-competing product is EMC Storage Resource Manager and VMware vRealize Operations – both can do monitoring and reporting of virtual environments.

Whilst a merger sounds enticing to shareholders and both corporations, I feel that it’ll be end-users that lose out on the innovations that VMware brings without being shackled to one hardware vendor – I’m guessing some sort of legal guarantee has to be put in place to offer fair competition if such a merger was to occur.