Boot Blocking for Virtual Storage Appliances

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Solution Overview

Problem

Virtual storage appliances (VSAs) face issues when deployed in variable virtual environments, as they require specific configurations for reliability and consistency, which may not be met by general-purpose virtual machines, leading to potential operational failures.

Innovation Solution

A method for validating the virtualization environment during startup by comparing available resource information with predetermined profiles, blocking the boot process if mismatches are detected and notifying users to resolve the issues, allowing for corrective action before normal operation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If a VSA is deployed in a general-purpose virtual machine environment, then deployment flexibility and adaptability are improved, but configuration consistency and operational reliability deteriorate due to variable VM configurations that may not meet VSA requirements

Engineering Contradiction:
Improvedeployment flexibilityVSAvoidoperational reliability
Core Design Contradiction:
Adaptability or versatilityVSReliability

Solution Approach 1:

The patent implements preliminary validation of virtual hardware configuration during the VSA boot process, before the VSA begins normal operation. The validation logic checks whether the virtual machine's hardware configuration meets the VSA's requirements, and blocks boot if requirements are not satisfied. This preliminary check ensures that only properly configured environments are used, maintaining reliability while preserving deployment flexibility.

Inventive Principle:
Principle #10Preliminary action

2Reliability

If VSA boot process is blocked due to configuration mismatch, then operational reliability is improved by preventing failures, but startup time and deployment speed worsen due to validation checks and potential boot blocking

Engineering Contradiction:
Improveoperational reliabilityVSAvoidstartup time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The patent performs validation checks during the boot process, which is a partial execution of the startup sequence. Rather than adding extensive post-boot validation that would significantly delay operation, the system checks critical configuration requirements early in the boot process and blocks startup only if necessary. This approach provides sufficient validation to ensure reliability while minimizing the time penalty.

Inventive Principle:
Principle #16Partial or excessive action

3Manufacturing precision

If comprehensive resource validation is performed during VSA startup, then configuration accuracy and reliability are improved, but system complexity and validation overhead worsen

Engineering Contradiction:
Improveconfiguration accuracyVSAvoidvalidation system complexity
Core Design Contradiction:
Manufacturing precisionVSDevice complexity

Solution Approach 1:

The patent extracts the validation logic as a separate, dedicated component within the VSA's boot process. Rather than embedding complex validation checks throughout the entire system, the validation functionality is isolated as a distinct module that checks virtual hardware configuration against requirements. This extraction reduces overall system complexity while maintaining comprehensive validation capability.

Inventive Principle:
Principle #2Taking out (Extraction)

Data Source

PatentUS10037427B1Boot blocking of virtual storage appliance
Publication Date: 2018.07.31 EMC IP HLDG CO LLC
  • US10037427B1 patent drawing
  • US10037427B1 patent drawing
  • US10037427B1 patent drawing

AI summary

A method of controlling startup of a virtual storage appliance includes obtaining resource information about virtual resources (e.g., hardware resources) available in a virtual-computing environment of the host computer, and comparing the resource information with resource profiles describing sets of virtual resources compatible with resource needs of the virtual storage appliance. A comparison result is used to selectively enable or disable remaining startup of the virtual storage appliance, the remaining startup being enabled when the resource information matches one of the resource profiles, and being disabled when resource information does not match any of the resource profiles. A user may be notified using a reporting mechanism, and the virtual machine may be placed into a service mode that includes facilities for examining configuration and other information to determine the cause of a mismatch.