source: vbox/trunk/doc/manual/en_US/user_Storage.xml@ 62639

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<!DOCTYPE chapter PUBLIC "-//OASIS//DTD DocBook XML V4.4//EN"
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<chapter id="storage">
  <title>Virtual storage</title>

  <para>As the virtual machine will most probably expect to see a hard disk
  built into its virtual computer, VirtualBox must be able to present "real"
  storage to the guest as a virtual hard disk. There are presently three
  methods in which to achieve this:</para>

  <orderedlist>
    <listitem>
      <para>Most commonly, VirtualBox will use large image files on a real
      hard disk and present them to a guest as a virtual hard disk. This is
      described in <xref linkend="vdidetails" />.</para>
    </listitem>

    <listitem>
      <para>Alternatively, if you have iSCSI storage servers, you can attach
      such a server to VirtualBox as well; this is described in <xref
      linkend="storage-iscsi" />.</para>
    </listitem>

    <listitem>
      <para>Finally, as an advanced feature, you can allow a virtual
      machine to access one of your host disks directly; this advanced feature
      is described in <xref linkend="rawdisk" />.</para>
    </listitem>
  </orderedlist>

  <para>Each such virtual storage device (image file, iSCSI target or physical
  hard disk) will need to be connected to the virtual hard disk controller
  that VirtualBox presents to a virtual machine. This is explained in the next
  section.</para>

  <sect1 id="harddiskcontrollers">
    <title>Hard disk controllers: IDE, SATA (AHCI), SCSI, SAS, USB MSD</title>

    <para>In a real PC, hard disks and CD/DVD drives are connected to a device
    called hard disk controller which drives hard disk operation and data
    transfers. VirtualBox can emulate the five most common types of hard disk
    controllers typically found in today's PCs: IDE, SATA (AHCI), SCSI,
    SAS and USB-based mass storage devices.<footnote>
        <para>SATA support was added with VirtualBox 1.6; experimental SCSI
        support was added with 2.1 and fully implemented with 2.2. Generally,
        storage attachments were made much more flexible with VirtualBox 3.1;
        see below. Support for the LSI Logic SAS controller was added with
        VirtualBox 3.2; USB mass storage devices are supported since
        VirtualBox 5.0.</para>
      </footnote><itemizedlist>
        <listitem>
          <para><emphasis role="bold">IDE (ATA)</emphasis> controllers are a
          backwards compatible yet very advanced extension of the disk
          controller in the IBM PC/AT (1984). Initially, this interface
          worked only with hard disks, but was later extended to also support
          CD-ROM drives and other types of removable media. In physical PCs,
          this standard uses flat ribbon parallel cables with 40 or 80 wires.
          Each such cable can connect two devices to a controller, which have
          traditionally been called "master" and "slave". Typical PCs had
          two connectors for such cables; as a result, support for up to four
          IDE devices was most common.</para>

          <para>In VirtualBox, each virtual machine may have one IDE
          controller enabled, which gives you up to four virtual storage
          devices that you can attach to the machine. (By default, one of
          these four -- the secondary master -- is preconfigured to be the
          machine's virtual CD/DVD drive, but this can be changed.<footnote>
              <para>The assignment of the machine's CD/DVD drive to the
              secondary master was fixed before VirtualBox 3.1; it is now
              changeable, and the drive can be at other slots of the IDE
              controller, and there can be more than one such drive.</para>
            </footnote>)</para>

          <para>So even if your guest operating system has no support for SCSI
          or SATA devices, it should always be able to see an IDE controller.
          </para>

          <para>You can also select which exact type of IDE controller
          hardware VirtualBox should present to the virtual machine (PIIX3,
          PIIX4 or ICH6). This makes no difference in terms of performance,
          but if you import a virtual machine from another virtualization
          product, the operating system in that machine may expect a
          particular controller type and crash if it isn't found.</para>

          <para>After you have created a new virtual machine with the "New
          Virtual Machine" wizard of the graphical user interface, you will
          typically see one IDE controller in the machine's "Storage" settings
          where the virtual CD/DVD drive will be attached to one of the four
          ports of this controller.</para>
        </listitem>

        <listitem>
          <para><emphasis role="bold">Serial ATA (SATA)</emphasis> is a newer
          standard introduced in 2003. Compared to IDE, it supports both much
          higher speeds and more devices per controller. Also, with
          physical hardware, devices can be added and removed while the system
          is running. The standard interface for SATA controllers is called
          Advanced Host Controller Interface (<emphasis
          role="bold">AHCI</emphasis>).</para>

          <para>Like a real SATA controller, VirtualBox's virtual SATA
          controller operates faster and also consumes fewer CPU resources than
          the virtual IDE controller. Also, this allows you to connect up to
          30 virtual hard disks to one machine instead of just three, as with
          the VirtualBox IDE controller (with the DVD drive already attached).</para>

          <para>For this reason, starting with version 3.2 and depending on
          the selected guest operating system, VirtualBox uses SATA as the
          default for newly created virtual machines. One virtual SATA
          controller is created by default, and the default disk that is
          created with a new VM is attached to this controller.<warning>
              <para>The entire SATA controller and the virtual disks attached
              to it (including those in IDE compatibility mode) will not be
              seen by operating systems that do not have device support for
              AHCI. In particular, <emphasis role="bold">there is no support
              for AHCI in Windows before Windows Vista</emphasis>, so Windows
              XP (even SP3) will not see such disks unless you install
              additional drivers. It is possible to switch from IDE to SATA
              after installation by installing the SATA drivers and changing
              the controller type in the VM settings dialog.<footnote>
                  <para>VirtualBox recommends the Intel Matrix Storage drivers
                  which can be downloaded from <ulink
                  url="http://downloadcenter.intel.com/Product_Filter.aspx?ProductID=2101">http://downloadcenter.intel.com/Product_Filter.aspx?ProductID=2101</ulink>.</para>
                </footnote></para>
            </warning></para>

          <para>To add a SATA controller to a machine for which it has not
          been enabled by default (either because it was created by an earlier
          version of VirtualBox, or because SATA is not supported by default
          by the selected guest operating system), go to the "Storage" page of
          the machine's settings dialog, click on the "Add Controller" button
          under the "Storage Tree" box and then select "Add SATA Controller".
          After this, the additional controller will appear as a separate PCI
          device in the virtual machine, and you can add virtual disks to
          it.</para>

          <para>To change the IDE compatibility mode settings for the SATA
          controller, please see <xref
          linkend="vboxmanage-storagectl" />.</para>
        </listitem>

        <listitem>
          <para><emphasis role="bold">SCSI</emphasis> is another established
          industry standard, standing for "Small Computer System Interface".
          SCSI was standardized as early as 1986 as a generic interface for
          data transfer between all kinds of devices, including storage
          devices. Today SCSI is still used for connecting hard disks and tape
          devices, but it has mostly been displaced in commodity hardware. It
          is still in common use in high-performance workstations and
          servers.</para>

          <para>Primarily for compatibility with other virtualization
          software, VirtualBox optionally supports LSI Logic and BusLogic SCSI
          controllers, to each of which up to 15 virtual hard disks can be
          attached.</para>

          <para>To enable a SCSI controller, on the "Storage" page of a
          virtual machine's settings dialog, click on the "Add Controller"
          button under the "Storage Tree" box and then select "Add SCSI
          Controller". After this, the additional controller will appear as a
          separate PCI device in the virtual machine.<warning>
              <para>As with the other controller types, a SCSI controller will
              only be seen by operating systems with device support for it.
              Windows 2003 and later ships with drivers for the LSI Logic
              controller, while Windows NT 4.0 and Windows 2000 ships with
              drivers for the BusLogic controller. Windows XP ships with
              drivers for neither.</para>
            </warning></para>
        </listitem>

        <listitem>
          <para><emphasis role="bold">Serial Attached SCSI (SAS)</emphasis> is
          another bus standard which uses the SCSI command set. As opposed to
          SCSI, however, with physical devices, serial cables are used instead
          of parallel ones, which simplifies physical device connections. In
          some ways, therefore, SAS is to SCSI what SATA is to IDE: it allows
          for more reliable and faster connections.</para>

          <para>To support high-end guests which require SAS controllers,
          VirtualBox emulates a LSI Logic SAS controller, which can be enabled
          much the same way as a SCSI controller. At this time, up to eight
          devices can be connected to the SAS controller.</para>

          <warning>
            <para>As with SATA, the SAS controller will only be seen by
            operating systems with device support for it. In particular,
            <emphasis role="bold">there is no support for SAS in Windows
            before Windows Vista</emphasis>, so Windows XP (even SP3) will not
            see such disks unless you install additional drivers.</para>
          </warning>
        </listitem>

        <listitem>
          <para>The <emphasis role="bold">USB mass storage device class</emphasis>
          is a standard to connect external storage devices like hard disks or flash
          drives to a host through USB. All major operating systems support these
          devices for a long time and ship generic drivers making third-party
          drivers superfluous. In particular legacy operating systems without
          support for SATA controllers may benefit from USB mass storage devices.</para>
          <para>The virtual USB storage controller offered by VirtualBox works
          different than the other storage controller types: When storage
          controllers appear as a single PCI device to the guest with multiple
          disks attached to it, the USB-based storage controller does not appear
          as virtual storage controller. Each disk attached to the controller
          appears as a dedicated USB device to the guest.</para>
          <warning>
            <para>Booting from drives attached via USB is not supported as the
              BIOS lacks USB support.</para>
          </warning>
        </listitem>
      </itemizedlist></para>

    <para>In summary, VirtualBox gives you the following categories of virtual
    storage slots:<orderedlist>
        <listitem>
          <para>four slots attached to the traditional IDE controller, which
          are always present (one of which typically is a virtual CD/DVD
          drive);</para>
        </listitem>

        <listitem>
          <para>30 slots attached to the SATA controller, if enabled and
          supported by the guest operating system;</para>
        </listitem>

        <listitem>
          <para>15 slots attached to the SCSI controller, if enabled and
          supported by the guest operating system;</para>
        </listitem>

        <listitem>
          <para>eight slots attached to the SAS controller, if enabled and
          supported by the guest operating system.</para>
        </listitem>

        <listitem>
          <para>eight slots attached to the virtual USB controller, if enabled and
          supported by the guest operating system.</para>
        </listitem>
      </orderedlist></para>

    <para>Given this large choice of storage controllers, you may ask yourself
    which one to choose. In general, you should avoid IDE unless it is the
    only controller supported by your guest. Whether you use SATA, SCSI or SAS
    does not make any real difference. The variety of controllers is only
    supplied for VirtualBox for compatibility with existing hardware and other
    hypervisors.</para>
  </sect1>

  <sect1 id="vdidetails">
    <title>Disk image files (VDI, VMDK, VHD, HDD)</title>

    <para>Disk image files reside on the host system and are seen by the guest
    systems as hard disks of a certain geometry. When a guest operating system
    reads from or writes to a hard disk, VirtualBox redirects the request to
    the image file.</para>

    <para>Like a physical disk, a virtual disk has a size (capacity), which
    must be specified when the image file is created. As opposed to a physical
    disk however, VirtualBox allows you to expand an image file after
    creation, even if it has data already; see <xref
    linkend="vboxmanage-modifyvdi" /> for details.<footnote>
        <para>Image resizing was added with VirtualBox 4.0.</para>
      </footnote></para>

    <para>VirtualBox supports four variants of disk image files:<itemizedlist>
        <listitem>
          <para>Normally, VirtualBox uses its own container format for guest
          hard disks -- Virtual Disk Image (VDI) files. In particular, this
          format will be used when you create a new virtual machine with a new
          disk.</para>
        </listitem>

        <listitem>
          <para>VirtualBox also fully supports the popular and open VMDK
          container format that is used by many other virtualization products,
          in particular, by VMware.<footnote>
              <para>Initial support for VMDK was added with VirtualBox 1.4;
              since version 2.1, VirtualBox supports VMDK fully, meaning that
              you can create snapshots and use all the other advanced features
              described above for VDI images with VMDK also.</para>
            </footnote></para>
        </listitem>

        <listitem>
          <para>VirtualBox also fully supports the VHD format used by
          Microsoft.</para>
        </listitem>

        <listitem>
          <para>Image files of Parallels version 2 (HDD format) are also
          supported.<footnote>
              <para>Support was added with VirtualBox 3.1.</para>
            </footnote> For lack of documentation of the format, newer formats
          (3 and 4) are not supported. You can however convert such image
          files to version 2 format using tools provided by Parallels.</para>
        </listitem>
      </itemizedlist></para>

    <para>Irrespective of the disk capacity and format, as briefly mentioned
    in <xref linkend="gui-createvm" />, there are two options of how to create
    a disk image: fixed-size or dynamically allocated.</para>

    <itemizedlist>
      <listitem>
        <para>If you create a <emphasis role="bold">fixed-size
        image</emphasis>, an image file will be created on your host system
        which has roughly the same size as the virtual disk's capacity. So,
        for a 10G disk, you will have a 10G file. Note that the creation of a
        fixed-size image can take a long time depending on the size of the
        image and the write performance of your hard disk.</para>
      </listitem>

      <listitem>
        <para>For more flexible storage management, use a <emphasis
        role="bold">dynamically allocated image</emphasis>. This will
        initially be very small and not occupy any space for unused virtual
        disk sectors, but will grow every time a disk sector is written to for
        the first time, until the drive reaches the maximum capacity chosen
        when the drive was created. While this format takes less space
        initially, the fact that VirtualBox needs to expand the image file
        consumes additional computing resources, so until the disk file size has
        stabilized, write operations may be slower than with fixed size disks.
        However, after a time the rate of growth will slow and the average penalty
        for write operations will be negligible.</para>
      </listitem>
    </itemizedlist>
  </sect1>

  <sect1 id="vdis">
    <title>The Virtual Media Manager</title>

    <para>VirtualBox keeps track of all the hard disk, CD/DVD-ROM and floppy
    disk images which are in use by virtual machines. These are often referred
    to as "known media" and come from two sources:<itemizedlist>
        <listitem>
          <para>all media currently attached to virtual machines;</para>
        </listitem>

        <listitem>
          <para>"registered" media for compatibility with VirtualBox versions
          older than version 4.0. For details about how media registration has
          changed with version 4.0, please refer to <xref
          linkend="vboxconfigdata" />.</para>
        </listitem>
      </itemizedlist></para>

    <para>The known media can be viewed and changed in the <emphasis
    role="bold">Virtual Media Manager</emphasis>, which you can access from
    the "File" menu in the VirtualBox main window:</para>

    <para><mediaobject>
        <imageobject>
          <imagedata align="center" fileref="images/virtual-disk-manager.png"
                     width="12cm" />
        </imageobject>
      </mediaobject>The known media are conveniently grouped in three tabs for
    the three possible formats. These formats are:</para>

    <itemizedlist>
      <listitem>
        <para>Hard disk images, either in VirtualBox's own Virtual Disk Image
        (VDI) format or in the third-party formats listed in the previous
        chapter;</para>
      </listitem>

      <listitem>
        <para>CD/DVD images in standard ISO format;</para>
      </listitem>

      <listitem>
        <para>floppy images in standard RAW format.</para>
      </listitem>
    </itemizedlist>

    <para>As you can see in the screenshot above, for each image, the Virtual
    Media Manager shows you the full path of the image file and other
    information, such as the virtual machine the image is currently attached
    to, if any.</para>

    <para>The Virtual Media Manager allows you to</para>

    <itemizedlist>
      <listitem>
        <para><emphasis role="bold">remove</emphasis> an image from the
        registry (and optionally delete the image file when doing so);</para>
      </listitem>

      <listitem>
        <para><emphasis role="bold">"release"</emphasis> an image, that is,
        detach it from a virtual machine if it is currently attached to one as
        a virtual hard disk.</para>
      </listitem>

     <listitem>
        <para><emphasis role="bold">copy</emphasis> a virtual hard disk, to 
        another one - target type can be different, options are - VDI, VHD or VMDK.</para>
     </listitem>

     <listitem>
        <para><emphasis role="bold">modify</emphasis> the attributes of the 
        disk image file - available options are : Normal, Immutable,
        Writethrough, Shareable, Multi-attach.</para>
     </listitem>

     <listitem>
        <para><emphasis role="bold">refresh</emphasis> the values for the displayed     
        attributes of the disk image currently selected in the window.</para>
     </listitem>
    
    </itemizedlist>

    <para>These commands are accessible once a medium has been selected either by selecting 
    from the options shown at the top of the window, or by right-clicking the medium
    and selecting from the options shown on the drop-down menu.</para>

    <para>Starting with version 4.0, to <emphasis role="bold">create new disk
    images,</emphasis> please use the "Storage" page in a virtual machine's
    settings dialog because disk images are now by default stored in each
    machine's own folder.</para>

    <para>Hard disk image files can be copied onto other host systems and
    imported into virtual machines there, although certain guest systems
    (notably Windows 2000 and XP) will require that the new virtual machine be
    set up in a similar way to the old one.<note>
        <para>Do not simply make copies of virtual disk images. If you import
        such a second copy into a virtual machine, VirtualBox will complain
        with an error, since VirtualBox assigns a unique identifier (UUID) to
        each disk image to make sure it is only used once. See <xref
        linkend="cloningvdis" /> for instructions on this matter. Also, if you
        want to copy a virtual machine to another system, VirtualBox has an
        import/export facility that might be better suited for your needs; see
        <xref linkend="ovf" />.</para>
      </note></para>
  </sect1>

  <sect1 id="hdimagewrites">
    <title>Special image write modes</title>

    <para>For each virtual disk image supported by VirtualBox, you can
    determine separately how it should be affected by write operations from a
    virtual machine and snapshot operations. This applies to all of the
    aforementioned image formats (VDI, VMDK, VHD or HDD) and irrespective of
    whether an image is fixed-size or dynamically allocated.</para>

    <para>By default, images are in "normal" mode. To mark an existing image
    with one of the non-standard modes listed below, use
    <computeroutput>VBoxManage modifyhd</computeroutput>; see <xref
    linkend="vboxmanage-modifyvdi" />. Alternatively, use VBoxManage to attach
    the image to a VM and use the <computeroutput>--mtype</computeroutput>
    argument; see <xref linkend="vboxmanage-storageattach" />.</para>

    <orderedlist>
      <listitem>
        <para>With <emphasis role="bold">normal images</emphasis> (the default
        setting), there are no restrictions on how guests can read from and
        write to the disk.</para>

        <para>When you take a snapshot of your virtual machine as described in
        <xref linkend="snapshots" />, the state of such a "normal hard disk"
        will be recorded together with the snapshot, and when reverting to the
        snapshot, its state will be fully reset.</para>

        <para>(Technically, strictly speaking, the image file itself is not
        "reset". Instead, when a snapshot is taken, VirtualBox "freezes" the
        image file and no longer writes to it. For the write operations from
        the VM, a second, "differencing" image file is created which receives
        only the changes to the original image; see the next section for
        details.)</para>

        <para>While you can attach the same "normal" image to more than one
        virtual machine, only one of these virtual machines attached to the
        same image file can be executed simultaneously, as otherwise there
        would be conflicts if several machines write to the same image
        file.<footnote>
            <para>This restriction is more lenient now than it was before
            VirtualBox 2.2. Previously, each "normal" disk image could only be
            <emphasis>attached</emphasis> to one single machine. Now it can be
            attached to more than one machine so long as only one of these
            machines is running.</para>
          </footnote></para>
      </listitem>

      <listitem>
        <para>By contrast, <emphasis role="bold">write-through hard
        disks</emphasis> are completely unaffected by snapshots: their state
        is <emphasis>not</emphasis> saved when a snapshot is taken, and not
        restored when a snapshot is restored.</para>
      </listitem>

      <listitem>
        <para><emphasis role="bold">Shareable hard disks</emphasis> are a
        variant of write-through hard disks. In principle they behave exactly
        the same, i.e. their state is <emphasis>not</emphasis> saved when a
        snapshot is taken, and not restored when a snapshot is restored. The
        difference only shows if you attach such disks to several VMs.
        Shareable disks may be attached to several VMs which may run
        concurrently. This makes them suitable for use by cluster filesystems
        between VMs and similar applications which are explicitly prepared to
        access a disk concurrently. Only fixed size images can be used in this
        way, and dynamically allocated images are rejected.<warning>
            <para>This is an expert feature, and misuse can lead to data loss
            -- regular filesystems are not prepared to handle simultaneous
            changes by several parties.</para>
          </warning></para>
      </listitem>

      <listitem>
        <para>Next, <emphasis role="bold">immutable images</emphasis> only
        remember write accesses temporarily while the virtual machine is
        running; all changes are lost when the virtual machine is powered on
        the next time. As a result, as opposed to "normal" images, the same
        immutable image can be used with several virtual machines without
        restrictions.</para>

        <para><emphasis>Creating</emphasis> an immutable image makes little
        sense since it would be initially empty and lose its contents with
        every machine restart (unless you really want to have a disk that is
        always unformatted when the machine starts up). As a result, normally,
        you would first create a "normal" image and then, when you deem its
        contents useful, later mark it immutable.</para>

        <para>If you take a snapshot of a machine with immutable images, then
        on every machine power-up, those images are reset to the state of the
        last (current) snapshot (instead of the state of the original
        immutable image).</para>

        <note>
          <para>As a special exception, immutable images are
          <emphasis>not</emphasis> reset if they are attached to a machine
          in saved state or whose last snapshot was taken while the machine
          was running (a so-called "online" snapshot). As a result, if the
          machine's current snapshot is such an "online" snapshot, its
          immutable images behave exactly like the "normal" images described
          previously. To re-enable the automatic resetting of such images,
          delete the current snapshot of the machine.</para>
        </note>

        <para>Again, technically, VirtualBox never writes to an immutable
        image directly at all. All write operations from the machine will be
        directed to a differencing image; the next time the VM is powered on,
        the differencing image is reset so that every time the VM starts, its
        immutable images have exactly the same content.<footnote>
            <para>This behavior also changed with VirtualBox 2.2. Previously,
            the differencing images were discarded when the machine session
            <emphasis>ended</emphasis>; now they are discarded every time the
            machine is powered on.</para>
          </footnote> The differencing image is only reset when the machine is
        powered on from within VirtualBox, not when you reboot by requesting a
        reboot from within the machine. This is also why immutable images
        behave as described above when snapshots are also present, which use
        differencing images as well.</para>

        <para>If the automatic discarding of the differencing image on VM
        startup does not fit your needs, you can turn it off using the
        <computeroutput>autoreset</computeroutput> parameter of
        <computeroutput>VBoxManage modifyhd</computeroutput>; see <xref
        linkend="vboxmanage-modifyvdi" /> for details.</para>
      </listitem>

      <listitem>
        <para>An image in <emphasis role="bold">multiattach mode</emphasis>
        can be attached to more than one virtual machine at the same time,
        even if these machines are running simultaneously. For each virtual
        machine to which such an image is attached, a differencing image is
        created. As a result, data that is written to such a virtual disk by
        one machine is not seen by the other machines to which the image is
        attached; each machine creates its own write history of the
        multiattach image.</para>

        <para>Technically, a "multiattach" image behaves identically to an
        "immutable" image except the differencing image is not reset every
        time the machine starts.</para>
      <para>This mode is useful for sharing files which are almost never
        written, for instance picture galleries, where every guest changes
        only a small amount of data and the majority of the disk content
        remains unchanged. The modified blocks are stored in differencing
        images which remain relatively small and the shared content is stored
        only once at the host.</para>
      </listitem>

      <listitem>
        <para>Finally, the <emphasis role="bold">read-only image</emphasis> is
        used automatically for CD/DVD images, since CDs/DVDs can never be
        written to.</para>
      </listitem>
    </orderedlist>

    <para>To illustrate the differences between the various types with respect
    to snapshots: Assume you have installed your guest operating system in
    your VM, and you have taken a snapshot. Imagine you have accidentally
    infected your VM with a virus and would like to go back to the snapshot.
    With a normal hard disk image, you simply restore the snapshot, and the
    earlier state of your hard disk image will be restored as well (and your
    virus infection will be undone). With an immutable hard disk, all it takes
    is to shut down and power on your VM, and the virus infection will be
    discarded. With a write-through image however, you cannot easily undo the
    virus infection by means of virtualization, but will have to disinfect
    your virtual machine like a real computer.</para>

    <para>Still, you might find write-through images useful if you want to
    preserve critical data irrespective of snapshots, and since you can attach
    more than one image to a VM, you may want to have one immutable for the
    operating system and one write-through for your data files.</para>
  </sect1>

  <sect1 id="diffimages">
    <title>Differencing images</title>

    <para>The previous section hinted at differencing images and how they are
    used with snapshots, immutable images and multiple disk attachments. For
    the inquisitive VirtualBox user, this section describes in more detail how
    they work.</para>

    <para>A differencing image is a special disk image that only holds the
    differences to another image. A differencing image by itself is useless,
    it must always refer to another image. The differencing image is then
    typically referred to as a "child", which holds the differences to its
    "parent".</para>

    <para>When a differencing image is active, it receives all write
    operations from the virtual machine instead of its parent. The
    differencing image only contains the sectors of the virtual hard disk that
    have changed since the differencing image was created. When the machine
    reads a sector from such a virtual hard disk, it looks into the
    differencing image first. If the sector is present, it is returned from
    there; if not, VirtualBox looks into the parent. In other words, the
    parent becomes "read-only"; it is never written to again, but it is read
    from if a sector has not changed.</para>

    <para>Differencing images can be chained. If another differencing image is
    created for a virtual disk that already has a differencing image, then it
    becomes a "grandchild" of the original parent. The first differencing
    image then becomes read-only as well, and write operations only go to the
    second-level differencing image. When reading from the virtual disk,
    VirtualBox needs to look into the second differencing image first, then
    into the first if the sector was not found, and then into the original
    image.</para>

    <para>There can be an unlimited number of differencing images, and each
    image can have more than one child. As a result, the differencing images
    can form a complex tree with parents, "siblings" and children, depending
    on how complex your machine configuration is. Write operations always go
    to the one "active" differencing image that is attached to the machine,
    and for read operations, VirtualBox may need to look up all the parents in
    the chain until the sector in question is found. You can look at such a
    tree in the Virtual Media Manager:<mediaobject>
        <imageobject>
          <imagedata align="center" fileref="images/virtual-disk-manager2.png"
                     width="12cm" />
        </imageobject>
      </mediaobject></para>

    <para>In all of these situations, from the point of view of the virtual
    machine, the virtual hard disk behaves like any other disk. While the
    virtual machine is running, there is a slight run-time I/O overhead
    because VirtualBox might need to look up sectors several times. This is
    not noticeable however since the tables with sector information are always
    kept in memory and can be looked up quickly.</para>

    <para>Differencing images are used in the following
    situations:<orderedlist>
        <listitem>
          <para><emphasis role="bold">Snapshots.</emphasis> When you create a
          snapshot, as explained in the previous section, VirtualBox "freezes"
          the images attached to the virtual machine and creates differencing
          images for each of them (to be precise: one for each image that is
          not in "write-through" mode). From the point of view of the virtual
          machine, the virtual disks continue to operate before, but all write
          operations go into the differencing images. Each time you create
          another snapshot, for each hard disk attachment, another
          differencing image is created and attached, forming a chain or
          tree.</para>

          <para>In the above screenshot, you see that the original disk image
          is now attached to a snapshot, representing the state of the disk
          when the snapshot was taken.</para>

          <para>If you now <emphasis role="bold">restore</emphasis> a snapshot
          -- that is, if you want to go back to the exact machine state that
          was stored in the snapshot --, the following happens:<orderedlist>
              <listitem>
                <para>VirtualBox copies the virtual machine settings that were
                copied into the snapshot back to the virtual machine. As a
                result, if you have made changes to the machine configuration
                since taking the snapshot, they are undone.</para>
              </listitem>

              <listitem>
                <para>If the snapshot was taken while the machine was running,
                it contains a saved machine state, and that state is restored
                as well; after restoring the snapshot, the machine will then
                be in "Saved" state and resume execution from there when it is
                next started. Otherwise the machine will be in "Powered Off"
                state and do a full boot.</para>
              </listitem>

              <listitem>
                <para>For each disk image attached to the machine, the
                differencing image holding all the write operations since the
                current snapshot was taken is thrown away, and the original
                parent image is made active again. (If you restored the "root"
                snapshot, then this will be the root disk image for each
                attachment; otherwise, some other differencing image descended
                from it.) This effectively restores the old machine
                state.</para>
              </listitem>
            </orderedlist></para>

          <para>If you later <emphasis role="bold">delete</emphasis> a
          snapshot in order to free disk space, for each disk attachment, one
          of the differencing images becomes obsolete. In this case, the
          differencing image of the disk attachment cannot simply be deleted.
          Instead, VirtualBox needs to look at each sector of the differencing
          image and needs to copy it back into its parent; this is called
          "merging" images and can be a potentially lengthy process, depending
          on how large the differencing image is. It can also temporarily need
          a considerable amount of extra disk space, before the differencing
          image obsoleted by the merge operation is deleted.</para>
        </listitem>

        <listitem>
          <para><emphasis role="bold">Immutable images.</emphasis> When an
          image is switched to "immutable" mode, a differencing image is
          created as well. As with snapshots, the parent image then becomes
          read-only, and the differencing image receives all the write
          operations. Every time the virtual machine is started, all the
          immutable images which are attached to it have their respective
          differencing image thrown away, effectively resetting the virtual
          machine's virtual disk with every restart.</para>
        </listitem>
      </orderedlist></para>
  </sect1>

  <sect1 id="cloningvdis">
    <title>Cloning disk images</title>

    <para>You can duplicate hard disk image files on the same host to quickly
    produce a second virtual machine with the same operating system setup.
    However, you should <emphasis>only</emphasis> make copies of virtual disk
    images using the utility supplied with VirtualBox; see <xref
    linkend="vboxmanage-clonevdi" />. This is because VirtualBox assigns a
    unique identity number (UUID) to each disk image, which is also stored
    inside the image, and VirtualBox will refuse to work with two images that
    use the same number. If you do accidentally try to re-import a disk image
    which you copied normally, you can make a second copy using VirtualBox's
    utility and import that instead.</para>

    <para>Note that newer Linux distributions identify the boot hard disk from
    the ID of the drive. The ID VirtualBox reports for a drive is determined
    from the UUID of the virtual disk image. So if you clone a disk image and
    try to boot the copied image the guest might not be able to determine its
    own boot disk as the UUID changed. In this case you have to adapt the disk
    ID in your boot loader script (for example
    <computeroutput>/boot/grub/menu.lst</computeroutput>). The disk ID looks
    like this:<screen>scsi-SATA_VBOX_HARDDISK_VB5cfdb1e2-c251e503</screen></para>

    <para>The ID for the copied image can be determined with <screen>hdparm -i /dev/sda</screen></para>
  </sect1>

  <sect1 id="iocaching">
    <title>Host I/O caching</title>

    <para>Starting with version 3.2, VirtualBox can optionally disable the I/O
    caching that the host operating system would otherwise perform on disk
    image files.</para>

    <para>Traditionally, VirtualBox has opened disk image files as normal
    files, which results in them being cached by the host operating system
    like any other file. The main advantage of this is speed: when the guest
    OS writes to disk and the host OS cache uses delayed writing, the write
    operation can be reported as completed to the guest OS quickly while the
    host OS can perform the operation asynchronously. Also, when you start a
    VM a second time and have enough memory available for the OS to use for
    caching, large parts of the virtual disk may be in system memory, and the
    VM can access the data much faster.</para>

    <para>Note that this applies only to image files; buffering never occurred
    for virtual disks residing on remote iSCSI storage, which is the more common
    scenario in enterprise-class setups (see <xref
    linkend="storage-iscsi" />).</para>

    <para>While buffering is a useful default setting for virtualizing a few
    machines on a desktop computer, there are some disadvantages to this
    approach:<orderedlist>
        <listitem>
          <para>Delayed writing through the host OS cache is less secure. When
          the guest OS writes data, it considers the data written even though
          it has not yet arrived on a physical disk. If for some reason the
          write does not happen (power failure, host crash), the likelihood of
          data loss increases.</para>
        </listitem>

        <listitem>
          <para>Disk image files tend to be very large. Caching them can
          therefore quickly use up the entire host OS cache. Depending on the
          efficiency of the host OS caching, this may slow down the host
          immensely, especially if several VMs run at the same time. For
          example, on Linux hosts, host caching may result in Linux delaying
          all writes until the host cache is nearly full and then writing out
          all these changes at once, possibly stalling VM execution for
          minutes. This can result in I/O errors in the guest as I/O requests
          time out there.</para>
        </listitem>

        <listitem>
          <para>Physical memory is often wasted as guest operating systems
          typically have their own I/O caches, which may result in the data
          being cached twice (in both the guest and the host caches) for
          little effect.</para>
        </listitem>
      </orderedlist></para>

    <para>If you decide to disable host I/O caching for the above reasons,
    VirtualBox uses its own small cache to buffer writes, but no read caching
    since this is typically already performed by the guest OS. In addition,
    VirtualBox fully supports asynchronous I/O for its virtual SATA, SCSI and
    SAS controllers through multiple I/O threads.</para>

    <para>Since asynchronous I/O is not supported by IDE controllers, for
    performance reasons, you may want to leave host caching enabled for your
    VM's virtual IDE controllers.</para>

    <para>For this reason, VirtualBox allows you to configure whether the host
    I/O cache is used for each I/O controller separately. Either uncheck the
    "Use host I/O cache" box in the "Storage" settings for a given virtual
    storage controller, or use the following VBoxManage command to disable the
    host I/O cache for a virtual storage controller:<screen>VBoxManage storagectl "VM name" --name &lt;controllername&gt; --hostiocache off</screen></para>

    <para>See <xref linkend="vboxmanage-storagectl" /> for details.</para>

    <para>For the above reasons also, VirtualBox now uses SATA controllers by
    default for new virtual machines.</para>
  </sect1>

  <sect1 id="storage-bandwidth-limit">
    <title>Limiting bandwidth for disk images</title>

    <para>Starting with version 4.0, VirtualBox allows for limiting the
    maximum bandwidth used for asynchronous I/O. Additionally it supports
    sharing limits through bandwidth groups for several images. It is possible
    to have more than one such limit.</para>

    <para>Limits are configured through
    <computeroutput>VBoxManage</computeroutput>. The example below creates a
    bandwidth group named "Limit", sets the limit to 20 MB/s and assigns the
    group to the attached disks of the VM:<screen>VBoxManage bandwidthctl "VM name" add Limit --type disk --limit 20M
VBoxManage storageattach "VM name" --storagectl "SATA" --port 0 --device 0 --type hdd
                                   --medium disk1.vdi --bandwidthgroup Limit
VBoxManage storageattach "VM name" --storagectl "SATA" --port 1 --device 0 --type hdd
                                   --medium disk2.vdi --bandwidthgroup Limit</screen></para>

    <para>All disks in a group share the bandwidth limit, meaning that in the
    example above the bandwidth of both images combined can never exceed 20
    MB/s. However, if one disk doesn't require bandwidth the other can use the
    remaining bandwidth of its group.</para>

    <para>The limits for each group can be changed while the VM is running,
    with changes being picked up immediately. The example below changes the
    limit for the group created in the example above to 10 MB/s:<screen>VBoxManage bandwidthctl "VM name" set Limit --limit 10M</screen></para>
  </sect1>

  <sect1 id="storage-cds">
    <title>CD/DVD support</title>

    <para>The virtual CD/DVD drive(s) by default support only reading. The
    medium configuration is changeable at runtime. You can select between
    three options to provide the medium data:<itemizedlist>
        <listitem>
          <para><emphasis role="bold">Host Drive</emphasis> defines that the
          guest can read from the medium in the host drive.</para>
        </listitem>

        <listitem>
          <para><emphasis role="bold">Image file</emphasis> (typically an ISO
          file) gives the guest read-only access to the data in the
          image.</para>
        </listitem>

        <listitem>
          <para><emphasis role="bold">Empty</emphasis> stands for a drive
          without an inserted medium.</para>
        </listitem>
      </itemizedlist></para>

    <para>Changing between the above, or changing a medium in the host drive
    that is accessed by a machine, or changing an image file will signal a
    medium change to the guest operating system, which can then react to the
    change (e.g. by starting an installation program).</para>

    <para>Medium changes can be prevented by the guest, and VirtualBox
    reflects that by locking the host drive if appropriate. You can force a
    medium removal in such situations via the VirtualBox GUI or the VBoxManage
    command line tool. Effectively this is the equivalent of the emergency
    eject which many CD/DVD drives provide, with all associated side effects:
    the guest OS can issue error messages, just like on real hardware, and
    guest applications may misbehave. Use this with caution.<note>
        <para>The identification string of the drive provided to the guest
        (which, in the guest, would be displayed by configuration tools such
        as the Windows Device Manager) is always "VBOX CD-ROM", irrespective
        of the current configuration of the virtual drive. This is to prevent
        hardware detection from being triggered in the guest operating system
        every time the configuration is changed.</para>
      </note></para>

    <para>The standard CD/DVD emulation allows for reading standard data CD
    and DVD formats only. As an experimental feature, for additional
    capabilities, it is possible to give the guest direct access to the CD/DVD
    host drive by enabling "passthrough" mode. Depending on the host hardware,
    this may enable three things to work, potentially:<itemizedlist>
        <listitem>
          <para>CD/DVD writing from within the guest, if the host DVD drive is
          a CD/DVD writer;</para>
        </listitem>

        <listitem>
          <para>playing audio CDs;</para>
        </listitem>

        <listitem>
          <para>playing encrypted DVDs.</para>
        </listitem>
      </itemizedlist></para>

    <para>There is a "Passthrough" checkbox in the GUI dialog for configuring
    the media attached to a storage controller, or you can use the
    <computeroutput>--passthrough</computeroutput> option with
    <computeroutput>VBoxManage storageattach</computeroutput>; see <xref
    linkend="vboxmanage-storageattach" /> for details.</para>

    <para>Even if pass-through is enabled, unsafe commands, such as updating
    the drive firmware, will be blocked. Video CD formats are never supported,
    not even in passthrough mode, and cannot be played from a virtual
    machine.</para>

    <para>On Solaris hosts, pass-through requires running VirtualBox with real
    root permissions due to security measures enforced by the host.</para>
  </sect1>

  <sect1 id="storage-iscsi">
    <title>iSCSI servers</title>

    <para>iSCSI stands for "Internet SCSI" and is a standard that allows for
    using the SCSI protocol over Internet (TCP/IP) connections. Especially
    with the advent of Gigabit Ethernet, it has become affordable to attach
    iSCSI storage servers simply as remote hard disks to a computer network.
    In iSCSI terminology, the server providing storage resources is called an
    "iSCSI target", while the client connecting to the server and accessing
    its resources is called "iSCSI initiator".</para>

    <para>VirtualBox can transparently present iSCSI remote storage to a
    virtual machine as a virtual hard disk. The guest operating system will
    not see any difference between a virtual disk image (VDI file) and an
    iSCSI target. To achieve this, VirtualBox has an integrated iSCSI
    initiator.</para>

    <para>VirtualBox's iSCSI support has been developed according to the iSCSI
    standard and should work with all standard-conforming iSCSI targets. To
    use an iSCSI target with VirtualBox, you must use the command line; see
    <xref linkend="vboxmanage-storageattach" />.</para>
  </sect1>
</chapter>