Virtualization-Based High Availability Cluster Failover

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

High-availability computer systems for mission-critical applications are expensive due to the need for redundant hardware and specialized components, and existing fault-tolerant solutions are costly and complex, making them unsuitable for applications requiring lower availability at a lower cost.

Innovation Solution

A transparent high-availability solution utilizing virtualization technology, where a cluster is set up as a single system through automated installation and setup, with live migration of virtual machines between nodes to maintain system reliability and reduce hardware requirements, using a system manager to monitor and reroute traffic in case of errors.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If redundant hardware and specialized components are used to achieve high availability, then system reliability is improved, but system cost and complexity increase

Engineering Contradiction:
Improvesystem availabilityVSAvoidhardware redundancy
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent uses virtualization to create virtual copies of computing resources instead of physical hardware copies. Virtual machines can be rapidly instantiated and migrated between physical hosts, providing redundancy without duplicating expensive specialized hardware. This allows high availability through software-based replication rather than hardware redundancy.

Inventive Principle:
Principle #26Copying

Solution Approach 2:

The patent replaces mechanical/hardware-based fault tolerance mechanisms with software-based virtualization and orchestration. Instead of physically redundant specialized components, the system uses virtual machine migration, software-defined networking, and automated failover scripts to achieve the same reliability goals with standard off-the-shelf hardware.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

2Reliability

If specialized high-quality components are used for fault tolerance, then system reliability is improved, but cost increases due to lack of economies of scale

Engineering Contradiction:
Improvefault toleranceVSAvoidcost
Core Design Contradiction:
ReliabilityVSQuantity of substance

Solution Approach 1:

The patent makes standard hardware components universal by running multiple virtual machines on single physical hosts. A standard server can serve multiple purposes simultaneously - hosting multiple applications, providing redundancy for different services, and acting as both primary and backup for various workloads. This eliminates the need for specialized single-purpose hardware and achieves economies of scale.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

The patent treats physical hardware as replaceable and ephemeral, relying on virtual machine portability to maintain continuity. When hardware fails, virtual machines are rapidly migrated or reinstalled on replacement machines without requiring expensive specialized components. The system prioritizes software state preservation over hardware longevity, using affordable standard hardware that can be easily replaced.

Inventive Principle:
Principle #27Cheap short-living objects (Disposable)

3Reliability

If lockstep operation with synchronized processors is used, then system availability is improved to 99.999%, but device complexity and cost increase

Engineering Contradiction:
Improveavailability ratioVSAvoidsynchronized processing
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent replaces static lockstep synchronization with dynamic virtual machine migration. Instead of continuously synchronizing processor states in real-time, the system dynamically moves virtual machine instances between hosts based on health monitoring and load conditions. This asynchronous, event-driven approach achieves high availability without the complexity of real-time synchronized processing.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The patent introduces a virtualization layer and orchestration software as intermediaries between physical hardware and applications. This abstraction layer handles failover logic, health monitoring, and resource management, eliminating the need for complex hardware-level synchronization mechanisms. The intermediary software coordinates failover actions across distributed components without requiring tight coupling.

Inventive Principle:
Principle #24Intermediary (Mediator)

4Reliability

If extensive redundant hardware is deployed for mission-critical applications, then fault tolerance is improved, but ease of installation and maintenance deteriorates

Engineering Contradiction:
Improvefault toleranceVSAvoidinstallation complexity
Core Design Contradiction:
ReliabilityVSEase of manufacture

Solution Approach 1:

The patent merges multiple functions into unified software components. Virtual machine images encapsulate entire application stacks including operating systems, middleware, and applications in single portable units. This consolidation simplifies deployment - entire redundant systems can be provisioned by copying and migrating virtual machine images rather than individually installing and configuring multiple hardware components.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The patent implements automated self-healing and self-management capabilities through virtualization orchestration. The system automatically detects failures, triggers failover procedures, migrates virtual machines to healthy hosts, and restores services without human intervention. This automation eliminates the need for manual configuration and coordination of redundant hardware systems, making deployment and maintenance trivial compared to traditional approaches.

Inventive Principle:
Principle #25Self-service

Data Source

PatentUS8312318B2Systems and methods of high availability cluster environment failover protection
Publication Date: 2012.11.13 STRATUS TECH IRELAND LTD
  • US8312318B2 patent drawing
  • US8312318B2 patent drawing
  • US8312318B2 patent drawing

AI summary

A transparent high-availability solution utilizing virtualization technology is presented. A cluster environment and management thereof is implemented through an automated installation and setup procedure resulting in a cluster acting as a single system. The cluster is setup in an isolated virtual machine on each of a number of physical nodes of the system. Customer applications are run within separate application virtual machines on one physical node at a time and are run independently and unaware of their configuration as part of a high-availability cluster. Upon detection of a failure, traffic is rerouted through a redundant node and the application virtual machines are migrated from the failing node to another node using live migration techniques.