IP Library Granted Patent US 8,166,265
Granted Patent B1
US 8,166,265 · App. 13/244,167 · Granted Apr 24, 2012

Systems and methods for performing backup operations of virtual machine files

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Quick Facts
Patent No.
US 8,166,265
App. No.
13/244,167
Granted
Apr 24, 2012
Kind
B1
Abstract

Backup systems and methods are disclosed for a virtual computing environment. Certain examples include a system having a backup management server that communicates with a host server having at least one virtual machine. The management server coordinates with the host server to perform backup copies of entire virtual machine disks from outside the guest operating system of the virtual machine. In certain examples, such backup systems further utilize a volume shadow copy service executing on the host server to quiesce virtual machine applications to put data in a consistent state to be backed up. The backup system then utilizes hypervisor snapshot capabilities of the host server to record intended changes to the virtual machine disk files while such files are being copied (e.g., backed up) by the host server. Such recorded changes can be later committed to the virtual machine disk files once the backup operation has completed.

Claims (50)

1. A method for performing one or more storage operations in a virtual computing environment, the method comprising:

receiving a request to back up a virtual machine having a guest operating system and being associated with a host server, the virtual machine associated with a virtual machine disk file locked against access from outside the virtual machine, the virtual machine disk file stored in a datastore;

quiescing write requests and permitting read requests of the virtual machine disk file by one or more applications executing on the virtual machine;

unlocking the virtual machine disk file for read-only access by a backup process executing outside the guest operating system of the virtual machine;

unlocking the virtual machine disk file for read-write access by a hypervisor layer associated with the host server;

creating, via execution of the backup process, a backup copy of the virtual machine disk file without powering down the virtual machine, the backup copy of the virtual machine disk file being created from outside the guest operating system of the virtual machine;

determining whether the write requests of the one or more applications were successfully quiesced;

if the write requests were not successfully quiesced, aborting or restarting the backup process; and

if the write requests were successfully quiesced, locking the virtual machine disk file for normal access by the virtual machine.

2. The method of claim 1 , further comprising creating a hypervisor snapshot of the virtual machine disk file associated with the virtual machine.

3. The method of claim 2 , further comprising:

following creating the hypervisor snapshot, allowing write requests to resume by the one or more applications executing on the virtual machine; and

recording, with the hypervisor snapshot, changes intended to be made to the virtual machine disk file based on the resumed write requests.

4. The method of claim 3 , further comprising, following creating the backup copy of the virtual machine disk file, committing the changes recorded with the hypervisor snapshot to the virtual machine disk file.

5. The method of claim 2 , further comprising, prior to creating the hypervisor snapshot, flushing transactions in a memory of the virtual machine to the datastore.

6. The method of claim 2 , further comprising, following creating the hypervisor snapshot, creating a shadow copy of virtual machine data, wherein the shadow copy is a non-persistent copy of the virtual machine data.

7. The method of claim 6 , further comprising deleting the shadow copy prior to locking the virtual machine disk file for normal access by the virtual machine.

8. The method of claim 1 , wherein creating the backup copy further comprises compressing the backup copy prior to storing the backup copy to disk.

9. The method of claim 8 , further comprising injecting a binary file into the host server for creating a compression engine for performing the compressing.

10. Nontransitory computer storage comprising machine-executable instructions that when executed by a computing device cause the computing device to:

receive a request to back up a virtual machine having a guest operating system and being associated with a host server, the virtual machine associated with a virtual machine disk file locked against access from outside the virtual machine, the virtual machine disk file stored in a datastore;

quiesce write requests and permit read requests of the virtual machine disk file by one or more applications executing on the virtual machine;

unlock the virtual machine disk file for read-only access by a backup process executing outside the guest operating system of the virtual machine;

unlock the virtual machine disk file for read-write access by a hypervisor layer associated with the host server;

create a backup copy of the virtual machine disk file without powering down the virtual machine, the backup copy of the virtual machine disk file being created from outside the guest operating system of the virtual machine;

determine whether the write requests of the one or more applications were successfully quiesced;

if the write requests were not successfully quiesced, abort or restart the backup process; and

if the write requests were successfully quiesced, lock the virtual machine disk file for normal access by the virtual machine.

11. The system of claim 10 , wherein the management module further comprises a user interface module for obtaining user input with respect to the creation of the backup copy.

12. The system of claim 10 , wherein the host computer comprises a cluster of host servers.

13. The system of claim 10 , further comprising a compression module executing on or in communication with the host computer, the compression module configured to compress the backup copy of the one or more virtual disk files.

14. The system of claim 10 , wherein the shadow copy module is configured to create a shadow copy of the one or more virtual disk files, wherein the shadow copy is a non-persistent copy of the one or more virtual disk files.

15. The system of claim 14 , wherein the shadow copy modules is further configure to delete the shadow copy prior to locking the one or more virtual disk files for normal access by the virtual machine.

16. The system of claim 10 , wherein the shadow copy module is configured to permit the quiescing of the write requests of the one or more applications to last no longer than a specified time duration.

17. A system for performing storage operations in a virtualized computing environment, the system comprising:

a host computer comprising a virtual machine having a guest operating system that accesses resources of the host computer through at least a hypervisor layer;

a shadow copy module executing on the host computer, the shadow copy module being configured to quiesce write requests of one or more applications executing on the guest operating system of the virtual machine; and

a management module in executing on or in communication with the host computer, the management module configured to,

receive a request to perform a backup copy of one or more virtual disk files of the virtual machine, the one or more virtual disk files locked against access from outside the virtual machine;

instruct the shadow copy module to quiesce the write requests of the one or more applications;

instruct the shadow copy module to permit read requests of the one or more applications;

instruct the host computer to unlock the one or more virtual disk files for read-only access by a backup process executing outside the guest operating system of the virtual machine;

instruct the host computer to unlock the one or more virtual disk files for read-write access by the hypervisor layer of the host computer;

instruct the host computer to execute the backup process to create a backup copy of the one or more virtual disk files;

instruct the shadow copy module to determine whether the write requests of the one or more applications were successfully quiesced;

if the write requests were not successfully quiesced, instruct the backup process to abort or restart; and

if the write requests were successfully quiesced, instruct the host computer to lock the one or more virtual disk files for normal access by the virtual machine.

18. The system of claim 10 , wherein the management module is further configured to instruct the hypervisor layer of the host computer to create a snapshot file of the one or more virtual disk files of the virtual machine, the snapshot file being configured to record changes intended to the one or more virtual disk files during copying of the one or more virtual disk files.

19. The system of claim 18 , wherein the management module is further configured to instruct the host computer to commit to the one or more virtual disk files the changes recorded by the snapshot file during the creation of the backup copy.

20. The system of claim 19 , wherein the management module is further configured to allow write access to the one or more virtual disk files by the one or more applications executing on the guest operating system after the changes are committed.

Assignments (28)
RELEASE OF SECURITY INTEREST Recorded Nov 19, 2025
From: MORGAN STANLEY SENIOR FUNDING, INC.
To: QUEST SOFTWARE INC.; ANALYTIX DATA SERVICES INC.; BINARYTREE.COM LLC; ERWIN, INC.
Reel/Frame 073606/0001 →
RELEASE OF SECURITY INTEREST Recorded Nov 18, 2025
From: GOLDMAN SACHS BANK USA, AS COLLATERAL AGENT
To: QUEST SOFTWARE INC.; ANALYTIX DATA SERVICES INC.; BINARYTREE.COM LLC; ERWIN, INC.
Reel/Frame 073613/0326 →
SECURITY INTEREST Recorded Jun 8, 2025
From: QUEST SOFTWARE INC.; ANALYTIX DATA SERVICES INC.; ERWIN, INC.
To: ALTER DOMUS (US) LLC
Reel/Frame 071527/0649 →
SECURITY INTEREST Recorded Jun 8, 2025
From: QUEST SOFTWARE INC.; ANALYTIX DATA SERVICES INC.; ERWIN, INC.
To: ALTER DOMUS (US) LLC
Reel/Frame 071527/0001 →
RELEASE OF FIRST LIEN SECURITY INTEREST IN PATENTS Recorded Feb 2, 2022
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
To: QUEST SOFTWARE INC.
Reel/Frame 059105/0479 →
FIRST LIEN INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Feb 2, 2022
From: QUEST SOFTWARE INC.; ANALYTIX DATA SERVICES INC.; BINARYTREE.COM LLC; ERWIN, INC.; ONE IDENTITY LLC; ONELOGIN, INC.; ONE IDENTITY SOFTWARE INTERNATIONAL DESIGNATED ACTIVITY COMPANY
To: GOLDMAN SACHS BANK USA
Reel/Frame 058945/0778 →
SECOND LIEN INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Feb 2, 2022
From: QUEST SOFTWARE INC.; ANALYTIX DATA SERVICES INC.; BINARYTREE.COM LLC; ERWIN, INC.; ONE IDENTITY LLC; ONELOGIN, INC.; ONE IDENTITY SOFTWARE INTERNATIONAL DESIGNATED ACTIVITY COMPANY
To: MORGAN STANLEY SENIOR FUNDING, INC.
Reel/Frame 058952/0279 →
RELEASE OF SECOND LIEN SECURITY INTEREST IN PATENTS Recorded Feb 2, 2022
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
To: QUEST SOFTWARE INC.
Reel/Frame 059096/0683 →
FIRST LIEN PATENT SECURITY AGREEMENT Recorded Jun 7, 2018
From: QUEST SOFTWARE INC.
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Reel/Frame 046327/0347 →
SECOND LIEN PATENT SECURITY AGREEMENT Recorded Jun 7, 2018
From: QUEST SOFTWARE INC.
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Reel/Frame 046327/0486 →
RELEASE OF FIRST LIEN SECURITY INTEREST IN PATENTS RECORDED AT R/F 040581/0850 Recorded May 22, 2018
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
To: QUEST SOFTWARE INC. (F/K/A DELL SOFTWARE INC.); AVENTAIL LLC
Reel/Frame 046211/0735 →
CHANGE OF NAME Recorded Dec 6, 2017
From: DELL SOFTWARE INC.
To: QUEST SOFTWARE INC.
Reel/Frame 044800/0848 →
CORRECTIVE ASSIGNMENT TO CORRECT THE ASSIGNEE PREVIOUSLY RECORDED AT REEL: 040587 FRAME: 0624. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNMENT. Recorded Nov 28, 2017
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH
To: QUEST SOFTWARE INC. (F/K/A DELL SOFTWARE INC.); AVENTAIL LLC
Reel/Frame 044811/0598 →
SECOND LIEN PATENT SECURITY AGREEMENT Recorded Nov 10, 2016
From: DELL SOFTWARE INC.
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Reel/Frame 040587/0624 →
FIRST LIEN PATENT SECURITY AGREEMENT Recorded Nov 9, 2016
From: DELL SOFTWARE INC.
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Reel/Frame 040581/0850 →
RELEASE OF SECURITY INTEREST IN CERTAIN PATENTS PREVIOUSLY RECORDED AT REEL/FRAME (040039/0642) Recorded Oct 31, 2016
From: THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A.
To: AVENTAIL LLC; DELL PRODUCTS L.P.; DELL SOFTWARE INC.
Reel/Frame 040521/0016 →
RELEASE OF SECURITY INTEREST Recorded Oct 31, 2016
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH
To: AVENTAIL LLC; DELL PRODUCTS, L.P.; DELL SOFTWARE INC.
Reel/Frame 040521/0467 →
RELEASE OF SECURITY INTEREST Recorded Sep 14, 2016
From: BANK OF AMERICA, N.A., AS COLLATERAL AGENT
To: DELL MARKETING L.P.; ASAP SOFTWARE EXPRESS, INC.; APPASSURE SOFTWARE, INC.; COMPELLENT TECHNOLOGIES, INC.; CREDANT TECHNOLOGIES, INC.; DELL INC.; DELL PRODUCTS L.P.; DELL USA L.P.; DELL SOFTWARE INC.; FORCE10 NETWORKS, INC.; PEROT SYSTEMS CORPORATION; SECUREWORKS, INC.; WYSE TECHNOLOGY L.L.C.
Reel/Frame 040040/0001 →
SECURITY AGREEMENT Recorded Sep 14, 2016
From: AVENTAIL LLC; DELL PRODUCTS, L.P.; DELL SOFTWARE INC.
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Reel/Frame 040030/0187 →
SECURITY AGREEMENT Recorded Sep 14, 2016
From: AVENTAIL LLC; DELL PRODUCTS L.P.; DELL SOFTWARE INC.
To: THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A., AS NOTES COLLATERAL AGENT
Reel/Frame 040039/0642 →
RELEASE OF SECURITY INTEREST Recorded Sep 14, 2016
From: BANK OF NEW YORK MELLON TRUST COMPANY, N.A., AS COLLATERAL AGENT
To: DELL MARKETING L.P.; ASAP SOFTWARE EXPRESS, INC.; APPASSURE SOFTWARE, INC.; COMPELLENT TECHNOLOGIES, INC.; CREDANT TECHNOLOGIES, INC.; DELL INC.; DELL PRODUCTS L.P.; DELL USA L.P.; DELL SOFTWARE INC.; FORCE10 NETWORKS, INC.; PEROT SYSTEMS CORPORATION; SECUREWORKS, INC.; WYSE TECHNOLOGY L.L.C.
Reel/Frame 040065/0618 →
RELEASE OF SECURITY INTEREST Recorded Sep 13, 2016
From: BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
To: DELL MARKETING L.P.; ASAP SOFTWARE EXPRESS, INC.; APPASSURE SOFTWARE, INC.; COMPELLANT TECHNOLOGIES, INC.; CREDANT TECHNOLOGIES, INC.; DELL INC.; DELL PRODUCTS L.P.; DELL USA L.P.; DELL SOFTWARE INC.; FORCE10 NETWORKS, INC.; PEROT SYSTEMS CORPORATION; SECUREWORKS, INC.; WYSE TECHNOLOGY L.L.C.
Reel/Frame 040065/0216 →
PATENT SECURITY AGREEMENT (TERM LOAN) Recorded Jan 2, 2014
From: DELL INC.; APPASSURE SOFTWARE, INC.; ASAP SOFTWARE EXPRESS, INC.; BOOMI, INC.; COMPELLENT TECHNOLOGIES, INC.; CREDANT TECHNOLOGIES, INC.; DELL MARKETING L.P.; DELL PRODUCTS L.P.; DELL SOFTWARE INC.; DELL USA L.P.; FORCE10 NETWORKS, INC.; GALE TECHNOLOGIES, INC.; PEROT SYSTEMS CORPORATION; SECUREWORKS, INC.; WYSE TECHNOLOGY L.L.C.
To: BANK OF AMERICA, N.A., AS COLLATERAL AGENT
Reel/Frame 031899/0261 →
PATENT SECURITY AGREEMENT (ABL) Recorded Jan 2, 2014
From: DELL INC.; APPASSURE SOFTWARE, INC.; ASAP SOFTWARE EXPRESS, INC.; BOOMI, INC.; COMPELLENT TECHNOLOGIES, INC.; CREDANT TECHNOLOGIES, INC.; DELL MARKETING L.P.; DELL PRODUCTS L.P.; DELL SOFTWARE INC.; DELL USA L.P.; FORCE10 NETWORKS, INC.; GALE TECHNOLOGIES, INC.; PEROT SYSTEMS CORPORATION; SECUREWORKS, INC.; WYSE TECHNOLOGY L.L.C.
To: BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 031898/0001 →
PATENT SECURITY AGREEMENT (NOTES) Recorded Jan 2, 2014
From: APPASSURE SOFTWARE, INC.; ASAP SOFTWARE EXPRESS, INC.; BOOMI, INC.; COMPELLENT TECHNOLOGIES, INC.; CREDANT TECHNOLOGIES, INC.; DELL INC.; DELL MARKETING L.P.; DELL PRODUCTS L.P.; DELL SOFTWARE INC.; DELL USA L.P.; FORCE10 NETWORKS, INC.; GALE TECHNOLOGIES, INC.; PEROT SYSTEMS CORPORATION; SECUREWORKS, INC.; WYSE TECHNOLOGY L.L.C.
To: BANK OF NEW YORK MELLON TRUST COMPANY, N.A., AS FIRST LIEN COLLATERAL AGENT
Reel/Frame 031897/0348 →
CHANGE OF NAME Recorded Aug 20, 2013
From: QUEST SOFTWARE, INC.
To: DELL SOFTWARE INC.
Reel/Frame 031043/0281 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 12, 2013
From: VIZIONCORE, INC.
To: QUEST SOFTWARE, INC.
Reel/Frame 029968/0615 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 28, 2011
From: FEATHERGILL, DAVID ALLEN
To: VIZIONCORE, INC.
Reel/Frame 027287/0959 →