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Get Started With Hyper-V Virtualization (Part 1)

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Microsoft’s virtualization host is now available to all users of Windows 8 Professional. We show you how to get started

Window 8 Professional is the first desktop edition of Windows to include the Hyper-V virtualization host. It’s a terrifically powerful and flexible system, based on serve grade technology, so if you’ve ever fancied dabbling in virtualization there’s never been a better time to dive in.

To be clear, this isn’t the first time desktop Windows users have been able to take advantage of virtualisation software. All editions of Windows 7 (save for the netbook-orientated Starter edition) come with the option to install Microsoft’s Virtual PC host, which in the Professional, Ultimate and Enterprise editions underpins “XP Mode”. If you’re using Windows 7 you can download Virtual PC, with or without XP Mode.

Window 8 Professional is the first desktop edition of Windows to include the Hyper-V virtualization host

Window 8 Professional is the first desktop edition of Windows to include the Hyper-V virtualization host

There are third-party options too. We’ve written before about Oracle’s VirtualBox (www.virtualbox.org), a completely free, general purpose virtualisation host. Alternatively, IT professionals with VMware experience may prefer the VMware Player host, which is available for free for personal usefrom www.vmware.com.

The version of Hyper-V provided with Windows 8, however, is more capable than any of these. In fact, it’s largely identical to the version provided with the full blown Windows Server 2012, to the extent that you can configure and manage it across a networked environment using PowerShell cmdlets. To detail these capabilities in full would fill a book, but if you just want to create a few virtual machines (VMs) for testing or development, you can get started quickly and easily and on these pages, we’ll show you how.

The power of virtualisation

Virtualisation is often associated with big data centre applications, but the technology can be useful on a smaller scale too. For example, if you want to try out a different OS without repartitioning your hard disk, virtualisation provides an easy way to do it. A VM can also serve as a “sandbox” environment for testing new, possibly untrusted, applications. If you take “snapshots” of your VM before making changes, you can easily revert to an earlier state if something goes wrong.

For developers, maintaining a library of VMs means you can quickly and easily test your code on multiple platforms without leaving your desk. Microsoft even makes available a selection of VM images, covering Windows Vista with Internet Explorer 7 and Windows 7 with Internet Explorer 8 and 9, offered at no charge for software testing purposes. These images were originally created for use with Virtual PC, but they’ll run happily in Hyper-V. Just don’t try to use them for everyday computing, as they’re not activated.

Installing Hyper-V

Hyper-V’s system requirements reflect its professional-grade design. To give the best performance, security and software compatibility, it makes use of second-generation hardware virtualisation features. This means you’ll need an AMD Phenom II or later processor, or an Intel Core i3, i5 or i7. If you’re running Windows 8 on an old Athlon or Core 2 Duo system, Hyper-V won’t work.

Hyper-V also requires at least 4GB of RAM, and a 64-bit OS. The guest OSes you install in your VMs can be either 32-bit or 64-bit (an advantage over Virtual PC, which supports only 32-bit OSes), but the copy of Windows 8 doing the hosting must be 64-bit. New Windows 8 systems will almost certainly meet this requirement, but if you’ve performed an in place upgrade of a 32-bit Windows 7 or Vista system, you’ll be left out.

Using Windows 8 Hyper-V to install Windows via the network using Windows Deployment Services.

Using Windows 8 Hyper-V to install Windows via the network using Windows Deployment Services.

So long as your PC meets the requirements, setting up Hyper-V is simple. Search Settings for “Turn Windows features on or off”, then, when the window opens, tick Hyper-V and click OK. Hyper-V will be downloaded and installed, after which you’ll be prompted to reboot Windows. Don’t try to skip the reboot: Hyper-V installs at a very low level, “underneath” Windows 8, to allow guest operating systems and software to run directly on the CPU. You could even think of Windows 8 as just another VM running within Hyper-V although this particular machine is unique since it has full control over the hardware and Hyper-V itself.

Configuring a virtual switch

Creating a VM with default settings is very straightforward: our six-step walkthrough overleaf will guide you through the whole process. However, if you just step through the default settings your VM will end up with no internet access.

To remedy this you need to create a “virtual switch” to connect your VM’s virtual network controller to your physical network. You do this from the Virtual Switch Manager, accessible under the Action menu in the main Hyper-V console. The default option is to create a new external virtual network switch, which is what we want to do. Click on Create Virtual Switch, check that your correct physical network controller is selected from the dropdown, give the connection a name and click OK. Your new switch will now be available within the New Virtual Machine wizard. Alternatively, you can connect an existing VM to it using the Settings view, as we’ll discuss below.

You can create other types of virtual switch, too: an internal switch lets your VMs talk to one another, and to the host OS, but is isolated from the outside world. A private switch can be used only among VMs.

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