Cloud Workspace OS Upgrade via Instance Replacement

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Solution Overview

Problem

Conventional methods for upgrading or downgrading operating systems in cloud-based workspaces are slow, complex, and prone to errors, especially in multi-tenant environments where the operating system must be in a stable state, making it difficult to change or revert without losing data or incurring significant downtime.

Innovation Solution

The approach involves creating a new workspace instance with a target operating system using a workspace bundle that includes a machine image, configuration information, and user-specific data, allowing for a simplified installation and rollback process, thereby avoiding the complexities of traditional upgrades and downgrades.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If conventional operating system upgrade processes are used in cloud workspaces, then the operating system can be updated, but the process becomes slow, complex, and prone to errors with significant downtime

Engineering Contradiction:
Improveoperating system upgrade reliabilityVSAvoidupgrade downtime
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The patent segments the workspace into multiple independent components: the virtual machine instance, the operating system, and user data/volumes. By allowing the OS to be replaced independently while preserving other components through snapshots and volume attachments, the system enables rapid OS changes without requiring complete workspace reinstallation, thus reducing downtime and improving upgrade reliability.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent implements preliminary actions by creating snapshots of the current workspace state and preparing replacement operating systems before actual upgrades. The system pre-configures new OS instances and validates them, ensuring that if an upgrade fails, the original state can be restored. This preparatory work eliminates the need for lengthy in-place upgrades and reduces operational downtime.

Inventive Principle:
Principle #10Preliminary action

2Ease of operation

If in-place operating system upgrades are performed, then the existing workspace configuration is maintained, but the process is complex and error-prone

Engineering Contradiction:
Improveoperating system upgrade simplicityVSAvoidupgrade process complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

Instead of upgrading the operating system in-place, the patent inverts the approach by replacing the entire OS instance while preserving user data and applications through volume attachments. The new OS is installed fresh and configured automatically, avoiding the complexity of modifying existing system files and registry entries, thereby simplifying the upgrade process.

Inventive Principle:
Principle #13The other way round (Inversion)

Solution Approach 2:

The patent uses snapshots and volume copying to preserve user data and application configurations when replacing the operating system. By copying volumes containing user data to the new OS instance, the system maintains workspace functionality without requiring complex migration processes, significantly easing operational simplicity.

Inventive Principle:
Principle #26Copying

3Adaptability or versatility

If the operating system is changed in cloud workspaces, then new features and security updates are obtained, but data loss and service disruption occur

Engineering Contradiction:
Improveoperating system version flexibilityVSAvoiddata integrity during upgrade
Core Design Contradiction:
Adaptability or versatilityVSReliability

Solution Approach 1:

The patent implements beforehand cushioning by creating snapshots of the current workspace state before operating system changes. These snapshots serve as safety nets, allowing administrators to revert to the original state if data loss or corruption occurs. This protective measure ensures data integrity while enabling flexible OS version changes.

Inventive Principle:
Principle #11Beforehand cushioning (Prior cushioning)

Solution Approach 2:

The patent introduces volumes as intermediary components that separate user data from the operating system. These volumes can be attached to different OS instances, acting as mediators that preserve data integrity during OS transitions. The volume layer protects user data from OS-specific failures, ensuring reliability during adaptive OS changes.

Inventive Principle:
Principle #24Intermediary (Mediator)

Data Source

PatentUS11080041B1Operating system management for virtual workspaces
Publication Date: 2021.08.03 AMAZON TECH INC
  • US11080041B1 patent drawing
  • US11080041B1 patent drawing
  • US11080041B1 patent drawing

AI summary

Virtual workspaces can be provided using a shared resource environment. A workspace accessed under a customer account can perform an upgrade or downgrade of the operating system by building a new workspace instance instead of modifying an existing workspace instance. A workspace bundle can be obtained that includes a machine image for the target operating system, as well as configuration information and information for default applications installed for the workspace. A new workspace instance can be created using the workspace bundle and user-specific configuration information. A workspace agent can perform a simplified install of the applications using information from the prior workspace. One or more new data volumes can be created using a snapshot from the prior workspace. Once configured, the new workspace instance can be made available to the user. The process can be repeated using the prior workspace bundle if an operating system downgrade is requested.