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Cheatsheet: Virtualisation & Cloud Computing

1. Virtualisation Fundamentals

1.1 Core Concepts

TermDefinition
VirtualisationTechnology that allows multiple operating systems to run simultaneously on a single physical machine
HypervisorSoftware layer that creates and manages virtual machines
Virtual Machine (VM)Self-contained software environment that emulates a complete physical computer
Host MachinePhysical computer running the hypervisor and hosting virtual machines
Guest OSOperating system installed within a virtual machine

1.2 Hypervisor Types

TypeCharacteristics
Type 1 (Bare Metal)Runs directly on hardware; higher performance; examples: VMware ESXi, Microsoft Hyper-V, Citrix XenServer
Type 2 (Hosted)Runs on top of host OS; easier to set up; examples: VMware Workstation, Oracle VirtualBox, Parallels Desktop

1.3 Resource Requirements

  • CPU: Must support hardware-assisted virtualisation (Intel VT-x or AMD-V)
  • RAM: Sufficient memory for host OS plus all guest VMs combined
  • Storage: Adequate disk space for virtual disk files (VHD, VHDX, VMDK)
  • Network: Virtual switches and NICs for VM connectivity

2. Virtual Machine Components

2.1 Virtual Hardware

ComponentDescription
Virtual CPU (vCPU)Abstracted processor allocated to VM from physical CPU cores
Virtual RAMMemory allocated from host physical RAM to guest VM
Virtual DiskFile-based storage (VHD, VHDX, VMDK) that emulates physical hard drive
Virtual NICEmulated network adapter providing network connectivity to VM
Virtual GPUEmulated graphics adapter for display output

2.2 VM Configuration Files

File TypePurpose
.vmx (VMware)VM configuration file containing hardware settings
.vmdk (VMware)Virtual disk file storing VM data
.vhd / .vhdx (Hyper-V)Virtual hard disk files for Microsoft environments
.ova / .ovfOpen Virtualisation Format for VM portability between platforms

2.3 Network Modes

ModeBehavior
BridgedVM connects directly to physical network; receives own IP from network DHCP
NATVM shares host IP address; isolated from physical network but has internet access
Host-OnlyVM communicates only with host and other VMs; no external network access
InternalVM communicates only with other VMs on same virtual network

3. Cloud Computing Models

3.1 Service Models

ModelDescription
IaaS (Infrastructure as a Service)Provides virtualised computing resources (VMs, storage, networks); customer manages OS and applications; examples: AWS EC2, Azure Virtual Machines
PaaS (Platform as a Service)Provides platform for application development and deployment; provider manages infrastructure and OS; examples: Azure App Service, Google App Engine
SaaS (Software as a Service)Provides complete applications over internet; provider manages everything; examples: Microsoft 365, Salesforce, Google Workspace

3.2 Deployment Models

ModelCharacteristics
Public CloudServices offered over public internet; multi-tenant; cost-effective; examples: AWS, Azure, Google Cloud
Private CloudDedicated infrastructure for single organisation; higher security and control; on-premises or hosted
Hybrid CloudCombination of public and private clouds; data and applications shared between them
Community CloudShared infrastructure for specific community with common concerns

3.3 Cloud Characteristics

  • On-demand self-service: Users provision resources without human interaction
  • Broad network access: Services available over network via standard mechanisms
  • Resource pooling: Multi-tenant model with resources dynamically assigned
  • Rapid elasticity: Scale resources up or down quickly based on demand
  • Measured service: Pay-per-use billing model with resource monitoring

4. Cloud Service Components

4.1 Compute Services

ServiceDescription
Virtual MachinesOn-demand computing instances with configurable CPU, RAM, storage
ContainersLightweight application packaging; share host OS kernel; examples: Docker, Kubernetes
Serverless ComputingRun code without managing servers; automatic scaling; pay per execution; examples: AWS Lambda, Azure Functions

4.2 Storage Services

TypeUse Case
Object StorageUnstructured data storage with HTTP access; examples: AWS S3, Azure Blob Storage
Block StorageRaw storage volumes for VMs; low-latency; examples: AWS EBS, Azure Managed Disks
File StorageNetwork file shares accessible via SMB/NFS; examples: AWS EFS, Azure Files

4.3 Network Services

  • Virtual Private Cloud (VPC): Isolated network environment within cloud
  • Load Balancer: Distributes traffic across multiple instances
  • Content Delivery Network (CDN): Caches content at edge locations for faster delivery
  • VPN Gateway: Secure connection between on-premises and cloud networks
  • DNS Services: Domain name resolution and traffic management

5. Virtualisation Security

5.1 Security Considerations

AreaBest Practices
VM IsolationEnsure VMs cannot access each other's memory or resources; prevent VM escape attacks
Hypervisor SecurityKeep hypervisor patched and updated; minimize attack surface; restrict management access
Network SegmentationUse VLANs and virtual switches to separate VM traffic; implement firewall rules
Patch ManagementUpdate guest OS, applications, and hypervisor regularly

5.2 VM Sprawl Prevention

  • Implement VM lifecycle policies and governance
  • Regular inventory audits to identify unused VMs
  • Automated decommissioning of idle resources
  • Resource quotas and approval workflows
  • Documentation and naming conventions

5.3 Cloud Security

ConceptDescription
Shared Responsibility ModelProvider secures infrastructure; customer secures data, applications, access controls
Identity and Access Management (IAM)Control who can access resources and what actions they can perform
EncryptionData at rest and in transit encryption; key management services
Multi-Factor Authentication (MFA)Additional authentication layer beyond username and password

6. Virtualisation Management

6.1 VM Operations

OperationDescription
SnapshotPoint-in-time copy of VM state including memory, settings, and disk; used for backups and rollback
CloneComplete copy of VM creating independent duplicate
TemplateMaster copy of VM used to deploy multiple identical instances
MigrationMoving VM from one host to another; live migration allows zero downtime
P2V (Physical to Virtual)Converting physical machine to virtual machine
V2V (Virtual to Virtual)Converting VM from one hypervisor format to another

6.2 Resource Allocation

TechniquePurpose
Resource PoolingAggregating physical resources for allocation to VMs
OvercommitmentAllocating more virtual resources than physical capacity; works when VMs don't use full allocation
ReservationGuaranteed minimum resources allocated to VM
LimitMaximum resources VM can consume
SharesRelative priority for resource allocation during contention

6.3 High Availability Features

  • Clustering: Multiple hosts working together for redundancy
  • Fault Tolerance: Duplicate VM running in lockstep on separate host
  • Automatic Restart: VM automatically restarts on another host after failure
  • Load Balancing: Distribute VMs across hosts based on resource usage
  • DRS (Distributed Resource Scheduler): Automatic VM placement and migration for optimal performance

7. Cloud Management & Monitoring

7.1 Management Tools

Tool TypeFunction
Cloud Management ConsoleWeb-based interface for provisioning and managing cloud resources
Command Line Interface (CLI)Script-based resource management; examples: AWS CLI, Azure CLI
Infrastructure as Code (IaC)Define infrastructure using code; examples: Terraform, CloudFormation
Orchestration ToolsAutomate deployment and configuration; examples: Ansible, Puppet, Chef

7.2 Monitoring & Metrics

  • CPU utilisation: Percentage of compute capacity used
  • Memory usage: RAM consumption and available memory
  • Disk I/O: Read/write operations per second and throughput
  • Network throughput: Bandwidth usage and packet rates
  • Response time: Application performance and latency
  • Availability: Uptime percentage and SLA compliance

7.3 Cost Management

StrategyDescription
Right-SizingMatch resource allocation to actual usage needs
Reserved InstancesCommit to long-term usage for discounted rates
Auto-ScalingAutomatically adjust resources based on demand
Spot InstancesUse spare capacity at reduced cost for non-critical workloads
Resource TaggingLabel resources for cost tracking and allocation

8. Desktop Virtualisation

8.1 VDI (Virtual Desktop Infrastructure)

ComponentDescription
VDICentralised desktop hosting where each user gets dedicated VM; examples: VMware Horizon, Citrix Virtual Apps and Desktops
Connection BrokerManages user authentication and desktop assignment
Thin ClientLightweight hardware device used to access virtual desktop
Remote Display ProtocolTransmits desktop interface to client; examples: RDP, PCoIP, Blast Extreme

8.2 VDI Deployment Models

ModelCharacteristics
Persistent VDIUser assigned same VM each session; customisations retained; higher storage requirements
Non-Persistent VDIUser gets generic VM from pool; changes discarded after logout; lower storage needs

8.3 Application Virtualisation

  • Isolates applications from underlying OS
  • Applications run in sandboxed environment
  • Eliminates conflicts between applications
  • Simplifies deployment and updates
  • Examples: Microsoft App-V, VMware ThinApp, Citrix XenApp

9. Backup & Disaster Recovery

9.1 Backup Strategies

MethodDescription
Full BackupComplete copy of all data; longest time and storage; fastest restore
Incremental BackupOnly changes since last backup; fastest backup; slower restore
Differential BackupChanges since last full backup; moderate backup time; faster restore than incremental
Image-Level BackupEntire VM captured as single file; application-consistent backups

9.2 Recovery Metrics

MetricDefinition
RTO (Recovery Time Objective)Maximum acceptable downtime after disaster
RPO (Recovery Point Objective)Maximum acceptable data loss measured in time

9.3 Cloud Backup Options

  • Cloud-to-cloud backup: Protect SaaS data to separate cloud storage
  • Hybrid backup: Local backups replicated to cloud
  • Cloud storage tiers: Hot (frequent access), Cool (infrequent), Archive (long-term)
  • Geographic redundancy: Data replicated across multiple regions
  • Versioning: Multiple versions of files retained for recovery

9.4 Disaster Recovery Strategies

StrategyCharacteristics
Hot SiteFully operational duplicate environment; immediate failover; highest cost
Warm SitePartial infrastructure ready; requires configuration before use; moderate cost
Cold SiteEmpty facility with basic utilities; longest recovery time; lowest cost
Cloud DRFailover to cloud environment; pay-per-use; scalable resources

10. Performance Optimisation

10.1 VM Performance Tuning

  • Allocate appropriate vCPU count (avoid overprovisioning)
  • Configure adequate RAM to prevent memory swapping
  • Use SSD storage for improved disk I/O
  • Install guest tools/additions for enhanced drivers
  • Disable unnecessary services in guest OS
  • Use paravirtualised drivers for better performance

10.2 Storage Optimisation

TechniqueBenefit
Thin ProvisioningAllocate storage on demand; saves disk space; prevents over-allocation
Thick ProvisioningPre-allocate full storage; better performance; guaranteed space
DeduplicationEliminate duplicate data blocks; reduces storage requirements
CompressionReduce data size; lowers storage costs; slight CPU overhead

10.3 Network Optimisation

  • Use multiple physical NICs for network redundancy
  • Configure NIC teaming for load balancing
  • Implement QoS (Quality of Service) for traffic prioritisation
  • Separate management, VM, and storage networks
  • Enable jumbo frames for large data transfers
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