VM Host Group Feature Sets for Reliable Live Migration

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Solution Overview

Problem

Existing hypervisor-based virtualization technologies face challenges in managing virtual machines (VMs) across clusters with varying feature sets, leading to potential failures during stateful migrations due to mismatched CPU and hypervisor features, and result in inefficient use of computing resources.

Innovation Solution

A dynamic compatibility mode is implemented that calculates a group feature set based on the actual feature sets of VM host nodes within a cluster, dynamically updating this set as nodes are added, removed, or upgraded, ensuring VMs utilize common features across nodes.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a VM is configured to use features available on the source VM host node, then the VM can utilize modern CPU and hypervisor features for improved performance, but the VM may fail during stateful migration to target nodes with different feature sets

Engineering Contradiction:
ImproveVM migration success rateVSAvoidFeature compatibility across nodes
Core Design Contradiction:
ReliabilityVSAdaptability or versatility

Solution Approach 1:

The system dynamically determines the feature set for a VM based on the specific source and target VM host nodes involved in the migration. Instead of using a static feature set, the system adapts the feature configuration to match the capabilities of both nodes, ensuring compatibility while maximizing performance. This is achieved by intercepting migration requests, identifying the feature sets of both source and target nodes, and configuring the VM with an appropriate feature set that works across both environments.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system changes the feature set parameters of the VM based on the migration context. By modifying the CPUID, hypervisor features, and other configuration parameters dynamically according to the source and target node capabilities, the system enables the VM to operate correctly on different hardware configurations without failure.

Inventive Principle:
Principle #35Parameter changes

2Adaptability or versatility

If manual configuration of feature sets is performed for each VM, then feature compatibility can be ensured, but system complexity and configuration time increase significantly

Engineering Contradiction:
ImproveFeature compatibilityVSAvoidConfiguration management complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The system performs automatic feature set determination and configuration without requiring manual intervention. The virtualization stack automatically identifies the feature sets of source and target VM host nodes, determines the appropriate feature set for the VM, and applies the configuration seamlessly. This self-service approach eliminates the need for administrators to manually configure feature sets for each VM migration.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system incorporates feedback mechanisms where the virtualization stack continuously monitors and identifies the feature sets of VM host nodes. Based on this feedback information, the system automatically adjusts the VM configuration to ensure compatibility, creating a closed-loop system that adapts to changing hardware configurations without manual input.

Inventive Principle:
Principle #23Feedback

3Adaptability or versatility

If a conservative common feature set is used across all VM host nodes, then migration compatibility is ensured, but modern CPU and hypervisor features cannot be utilized

Engineering Contradiction:
ImproveFeature compatibilityVSAvoidVM performance and power efficiency
Core Design Contradiction:
Adaptability or versatilityVSProductivity

Solution Approach 1:

The system transitions from a static conservative feature set approach to a dynamic feature set selection process. By determining the appropriate feature set based on the specific source and target nodes involved in each migration, the system enables VMs to utilize modern CPU and hypervisor features when available, thereby improving performance and power efficiency while maintaining compatibility.

Inventive Principle:
Principle #15Dynamics

4Reliability

If VM feature sets are pinned to specific host nodes, then feature compatibility is guaranteed, but load balancing and resource utilization become inefficient

Engineering Contradiction:
ImproveFeature compatibilityVSAvoidLoad balancing efficiency
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The system replaces the static pinning approach with dynamic feature set configuration. Instead of restricting VMs to specific host nodes with fixed feature sets, the system allows VMs to migrate between nodes by dynamically determining and applying appropriate feature sets based on the source and target node capabilities, thereby enabling effective load balancing while maintaining feature compatibility.

Inventive Principle:
Principle #15Dynamics

Data Source

PatentUS12504987B2Virtual machine creation based on dynamic group host node feature set
Publication Date: 2025.12.23 MICROSOFT TECHNOLOGY LICENSING LLC
  • US12504987B2 patent drawing
  • US12504987B2 patent drawing
  • US12504987B2 patent drawing

AI summary

Virtual Machine (VM) creation based on a dynamically-calculated feature set. A plurality of feature sets are identified. Each feature set in the plurality of feature sets corresponds to a different VM host node of a plurality of VM host nodes that are part of a common VM migration group, and indicates a set of features available at a corresponding VM host node. From the plurality of feature sets, a group feature set is calculated. The group feature set includes a subset of features that are common among the plurality of feature sets. A VM created within the plurality of VM host nodes is configured to use the group feature set.