Introduction

Virtualization packages are means for users to run various operating systems without "bare-metal" hardware - basically, you can run more than one operating system on a single computer without dual-booting or similar approaches. Virtualization software emulates a real machine and "fools" the guest operating system into thinking it's running on a real computer. Besides the more obvious advantages, virtual machines help create a greener and easier to administer computing environment. Looking at the trends in the IT industry, virtualization has seen quite a boom in the last few years, because it fits the concepts of utility computing and/or software as a service. Virtualization can be useful to you if you are an enterprise architect, developer, a home user or basically everything in between. We will begin with a short introduction about virtualization in general, then we will specifically treat VirtualBox and KVM as they seem to be most popular open source full virtualization solutions. You are expected to know your way around Linux systems, how to install a Linux distribution and how to install software on it, although we will show you how to install the two aforementioned virtualization packages on some of the popular Linux distributions.

There are two types of virtualization : one that can run the guest system as-is (as in, unmodified) and another that request a modified kernel on the guest's side in order to run. The first category is named full virtualization, because it emulates a complete hardware environment, the second is named paravirtualization , because it doesn't emulate hardware and hence needs special modifications at guest level, a good example of this type of virtualization being Xen. These are part of a bigger category named hardware virtualization, but there are also other (software, network or storage, amongst others) virtualization types, which we will not detail here. The two pieces of software we will talk about fit into the full virtualization category. Other popular hardware virtualization technologies include QEMU, Bochs, VMware, Parallels, HyperV or OpenVZ.

When is virtualization useful?
Linux distributions

The Linux world is full of interesting and tempting offers. There are over 600 (!) Linux distributions to choose from, which makes it hard for a person that only has one computer to try them all, or just a few even. LiveCDs aren't always helpful, so one may need to install in order to get the gist of it. Every Linux distribution release brings new and exciting features, and you may feel the thrill and the impulse to install and test it. Enter virtualization. You download the ISO, install the distro in a virtual environment and you're good to go, all in a short time. You don't like it, you delete it. Especially when you're kinda new to the Linux world and you might be confused by the big number of available distributions, this might just be what you need. Also, if you're a developer and need to run the development branch of your distro (think Fedora Rawhide or Debian Sid) but that is too unstable for everyday use, install in a VM and start developing.
Other operating systems

This extends to other operating systems you might need : maybe you have a propgram that runs only on Windows and you don't wanna install Windows just for that one program. Maybe you want to learn Solaris but lack the hardware. Provided you have the appropriate computer configuration that supports virtualization, now you can do it.
What you will need

 



Modern processors have special CPU instructions for hardware emulation. You can live without, but you really don't want to, since the host operating system will have to emulate the lacking virtualization instruction and this will slow down your guest(s) significantly. We presume your host OS has Linux installed and your CPU has the necessary virtualization capabilities. The most simple way to check if your CPU has what it takes, do

$ egrep ‘(vmx|svm)’ /proc/cpuinfo

and if that returns either vmx (Intel CPUs) or svm (AMD CPUs), you're good to go. But that of course isn't the only request on the hardware side. Check the web page of the system you want to install as guest to check if you meet its' hardware requirements. We recommend at least 20GB free in your home directory and a minimum of 2GB of memory on the host, so you can allocate a mean amount of 768MB to the guest for optimal performance. Of course, should you want to run multiple virtual machines (maybe in parallel), those requirements grow considerably.

KVM or VirtualBox?

KVM virtualization on linuxFirst of all, why would we offer you two virtualization packages? Why not one for all your needs? Well, we believe in the "right tool for the job" concept. KVM offers some features that VirtualBox does not and the other way around. There is no such thing in the IT world as a universal tool, so it's important to use something that fits your needs. The basic idea is : if you want to install a binary Linux distribution as a guest, use KVM. It's faster and its' drivers are included in the official kernel tree. If your guest involves lots of compiling and needs some more advanced features, and/or isn't a Linux system, better go with VirtualBox.

The technical reasons are quite simple : KVM is better integrated with Linux, it's smaller and faster, and while you can use it with other guests besides Linux, we found the experience to be quite troublesome : BSDs tend to have slow I/O and Solaris (OpenIndiana, to be exact) tends to panic immediately after booting the installation ISO. Since we use CURRENT versions of BSD (and compile/update the system from source often) and also need Solaris, we found VirtualBox to be a better option. virtualbox virtualization on linuxAnother plus for Oracle VirtualBox is the fact that it supports suspend, that is you can save the machine state on the host's hard disk and close VirtualBox and when (re)starting, the system will pick up from where it left. That is why we referred to source compilation : if you have a noisy machine you don't wanna leave on overnight but your Gentoo virtual machine just compiles a new gcc version, suspend the machine state, shut down the host and continue tomorrow.

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