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All other trademarks are owned by their respective owners.
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The material in this document is for information only and is subject to change without
notice. While reasonable efforts have been made in the preparation of this document
to assure its accuracy, StarWind Software assumes no liability resulting from errors or
omissions in this document, or from the use of the information contained herein.
StarWind Software reserves the right to make changes in the product design without
reservation and without notification to its users.
If you have questions about installing or using this software, check this and other
documents first - you will find answers to most of your questions here or there. If you
need further assistance, please contact us.
StarWind Software
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Table of Contents
Introduction ....................................................................................................... 5
Configuring.......................................................................................................
the Domain Controller 7
Network
................................................................................................................
Adapter 7
Active
................................................................................................................
Directory 8
DNS................................................................................................................ 20
User
................................................................................................................
Accounts 33
Configuring .......................................................................................................
Parent-based Failover Cluster 1 43
Configuring
................................................................................................................
StarWind Server 43
Network
........................................................................................................
Adapter 43
Preparing
........................................................................................................
Quorum Volume 44
Preparing
........................................................................................................
Generic Volume 52
Preparing
................................................................................................................
the Cluster Nodes 60
Node ........................................................................................................
1 60
Node........................................................................................................
2 111
Configuring
................................................................................................................
the Microsoft Cluster Service 151
Validate
........................................................................................................
a Configuration 151
Create
........................................................................................................
a Cluster 157
Creating
................................................................................................................
and Configuring a Virtual Machine 164
Create
........................................................................................................
a Virtual Machine 164
Reconfigure
........................................................................................................
the Automatic Start Action 173
Make........................................................................................................
the Virtual Machine Highly Available 175
Install
........................................................................................................
the Operating System 183
Testing
................................................................................................................
a Failover 190
Planned
........................................................................................................
Failover 190
Unplanned
........................................................................................................
Failover 193
Configuring.......................................................................................................
Parent-based Failover Cluster 2 197
Configuring
................................................................................................................
StarWind Server 197
Preparing
................................................................................................................
Cluster Nodes 198
Configuring
................................................................................................................
Microsoft Cluster Service 200
Creating
................................................................................................................
and Configuring a Virtual Machine 201
Testing
................................................................................................................
a Failover 202
Configuring.......................................................................................................
Child-based Failover Cluster 203
Configuring
................................................................................................................
StarWind Server 203
Conclusion ....................................................................................................... 204
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Guide
Introduction
Software clustering technology works to provide a group of systems as a
unified redundant network presence. Various cluster configurations can be
implemented. One of the most frequently used configurations is the failover
cluster. This High Availability (HA) configuration assumes that if one of the
cluster nodes fail, the reserved node automatically comes online, providing
little or no application downtime. With this type of configuration, the user
workflow remains virtually uninterrupted and secured.
Failover cluster configuration requires two or more server nodes that share an
external storage. Based on the iSCSI technology, StarWind Softwafe Inc.
StarWind enables you to create an external storage system in the Windows
environment without implementation of expensive Fiber Channel or external
SCSI solutions. With StarWind you can create a shared disk array on a host
running Microsoft Windows Server.
This document provides you detailed step-by-step instructions on configuring
StarWind with Hyper-V and failover clustering.
For more information on Microsoft’s clustering technology press refer to
http://www.microsoft.com/windowsserver2003/technologies/clustering/
resources.mspx
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Active Directory
Select Start->Run and type in dcpromo.
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Since we are creating a new domain, select the Create a new domain in a new
forest.
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Select the forest functional level. In this example, we are going to use only
Windows Server 2008 machines so select Windows Server 2008 functional
level.
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Customize the directories where the AD database, log files and SYSVOL data
will be stored or accept the values at their defaults.
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Ensure that all parameters are correct, or press the Back button should any
changes be required.
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If successful, the wizard should look like the example image provided below.
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DNS
Log on to the Domain controller using an account with administrative
privileges. Launch the DNS Manager and configure the Reverse Lookup Zone.
Press the right mouse button over the Reverse Lookup Zone node and select
the New Zone... popup menu item.
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On the Zone Type page, select the Primary Zone option and check the Store
the zone in the Active Directory checkbox.
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Ensure that all parameters are correct, or press the Back button should any
changes be required.
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Press the right mouse button over the rds.local forward lookup zone and
select the New Host (A or AAAA)... pop-up menu item.
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The New Host dialog appears. Type in the hostname of the Cluster Node 1
Server and its IP address. Also please check the Create associated pointer
(PTR) record checkbox.
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Type in the hostname of the Cluster Node 2 Server and its IP address. Also
please check the Create associated pointer (PTR) record checkbox.
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If successful, the DNS Manager console should look like the example images
provided below.
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User Accounts
The Administrator accounts must now be created to manage the first and the
second cluster node servers. Launch the Active Directory Users and
Computers management console.
Press the right mouse button over the Users node. Select New->User.
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In the dialog that appears, enter the required fields as shown in the example
image.
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Ensure that all parameters are correct, or press the Back button should any
changes be required.
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Once again press the right mouse button over the Users node.
Select New->User.
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In the dialog that appears, enter the required fields as shown in the example
image.
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Ensure that all parameters are correct, or press the Back button should any
changes be required.
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The two users, node1adm and node2adm, must be made members of both
the Administrators and Domain Admins groups. Select both of the accounts
and press the right mouse button over the selection as shown in the example
image.
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The Select Groups dialog appears. Enter the names of the groups.
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Select the Image File device. You can display the help topics by pressing the
Help button.
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Select the Create new virtual disk to create a new virtual hard disk or the
Mount existing virtual disk to mount an existing virtual disk that you’ve
prepared previously.
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If you have decided to create a new virtual disk, specify the location and the
name of the virtual disk you wish to create. Also provide the virtual disk size in
megabytes. Configure any additional parameters for the virtual disk you wish
to create. Please refer to the online help for details regarding those additional
parameters, i.e. (Compressed and Encrypted).
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The Image File device has some extra parameters. Check the Allow multiple
concurrent iSCSI connections (clustering) checkbox. Please refer to the online
help for details regarding those additional parameters, i.e. (Asynchronous
mode, Allow multiple connections (clustering), Read-only mode and Specify
advanced options).
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Ensure all device parameters are correct, or press the Back button should any
changes be required.
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A summary of the created device is displayed on the last wizard page (see
image below).
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Select the Image File device. You can display the help topics by pressing the
Help button.
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Select the Create new virtual disk to create a new virtual hard disk or the
Mount existing virtual disk to mount an existing virtual disk that you’ve
prepared previously.
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If you have decided to create a new virtual disk, specify the location and name
of the virtual disk you wish to be create. Also, provide the virtual disk size in
megabytes. Configure any additional parameters of the virtual disk you wish to
create. Please refer to the online help for details regarding those additional
parameters, i.e. (Compressed and Encrypted).
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The Image File device has some extra parameters. Check the Allow multiple
concurrent iSCSI connections (clustering) checkbox. Please refer to the online
help for details regarding those additional parameters, i.e. (Asynchronous
mode, Allow multiple connections (clustering), Read-only mode and Specify
advanced options).
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Ensure all device parameters are correct, or press the Back button should any
changes be required.
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A summary of the created device is displayed on the last wizard page (see
image below).
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If successful, the StarWind Console should look like the sample image
provided below.
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Each adapter will be assigned a static IP address. Select the Use the following
IP address option and type in the IP address you wish to use. The Subnet mask
and DNS server address must also be provided. All the values must be
correctly chosen given the networking configuration of the Corporate LAN that
the cluster will be a part of. As this interface is for the public network, a default
gateway will need to be assigned.
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Just as was done for the first network adapter, assign appropriate values to
the TCP/IP configuration of the second network adapter using the following
example image as guidance. This interface is used for iSCSI target storage
communications and a default gateway need not be specified.
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Just as was done for the first and second network adapters, assign
appropriate values to the TCP/IP configuration of the third network adapter
using the following example image as guidance. This interface is used to
facilitate virtual machines to public network communications and a default
gateway need not be specified.
Note: Please perform network connection tests to ensure that all of the NICs
are working properly.
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Launch the System Properties tool by selecting Control Panel -> System.
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Enter the username and password of an account with permission to join to the
domain (node1adm).
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If successful, the notification dialog like the one on the image shown below
should appear.
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You must restart the computer for the changes to take effect.
Restart the server. Log in as node1adm and install the MS iSCSI Initator.
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In the Add Target Portal dialog enter the IP address or DNS name and port
number of the StarWind target server.
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Click on the Targets tab. Select the iSCSI Qualified Name (IQN) of the target
just added.
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The Log On to Target dialog now appears. In this dialog click on the checkbox
Automatically restore this connection when the system boots to make this
connection persistent.
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When the StarWind Disks are connected, they show up on the initiator
machine as new disk devices. Before these devices can be used as cluster
disks, they have to be initialized and formatted. Launch the Computer
Management console.
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Bring disks online. Press the right mouse button over the disk and select
Online.
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Initialize the Disks. Press the right mouse button over the Disk and select
Initialize Disk. Follow the wizard to initialize the new disks.
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Right-click over the unallocated space and select New Simple Volume. Follow
the instructions in the wizard to create an NTFS partition for use as the
quorum disk.
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Ensure all settings are correct, or press the Back button should any changes be
required.
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Right-click over the unallocated space and select New Simple Volume. Follow
the instructions in the wizard to create an NTFS partition for use as the generic
disk.
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Ensure all settings are correct, or press the Back button should any changes be
required.
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If successful, both disks are now formatted as shown in the example image
below.
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Launch the Computer Management console. Select the Roles node from the
list.
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Ensure all parameters are correct, or press the Previous button should any
changes be required.
Complete the installation of the Hyper-V role by pressing the Install button.
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After the restart, the Resume Configuration Wizard appears. If the feature
was successfully installed, the wizard should look similar to the example image
below.
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Launch the Computer Management console. Select the Features node from
the list.
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The Add Features Wizard appears. Check the Failover Clustering feature.
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Ensure all the parameters are correct, or press the Previous button should any
changes be required.
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If the feature is successfully installed, the wizard should look similar to the
example image below.
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From the Actions menu click the Virtual Network Manager... item.
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The Virtual Network Manager dialog appears. Select External as the type of
virtual network to create.
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Specify the name for the new network. Make sure you use exactly the same
name on both servers running Hyper-V.
Under Connection type select External and specify the physical network
adapter.
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The New network connection appears. Let's rename it "External" for the
example.
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Node 2
Configuring Network Interfaces
Each adapter will be assigned a static IP address. Select the Use the following
IP address option and type in the IP address you wish to use. The Subnet mask
and DNS server address must also be provided. All the values must be
correctly chosen given the networking configuration of the Corporate LAN that
the cluster will be a part of. Since this interface is for the public network, a
default gateway will need to be assigned.
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Just as was done for the first network adapter, assign the appropriate values
to the TCP/IP configuration of the second network adapter using the following
example image as guidance. This interface is used for iSCSI target storage
communications and a default gateway need not be specified.
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Just as was done for the first and second network adapters, assign the
appropriate values to the TCP/IP configuration of the third network adapter
using the following example image as guidance. This interface is used to
facilitate virtual machines to public network communications and a default
gateway need not be specified.
Note: Please perform network connection tests to ensure that all of the NICs
are working properly.
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Launch the System Properties tool selecting Control Panel -> System.
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Enter the username and password of an account with permission to join to the
domain (node2adm).
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If successful, the notification dialog like the one on the image shown below
should appear.
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You must restart the computer for the changes to take effect.
Restart the server. Log in as node2adm and install the MS iSCSI Initator.
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In the Add Target Portal dialog enter the IP address or DNS name and Port
number of the StarWind target server.
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Click on the Targets tab. Select the IQN of the target just added.
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The Log On to Target dialog now appears. In this dialog click on the checkbox
Automatically restore this connection when the system boots to make this
connection persistent.
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When the StarWind Disks are connected, they show up on the initiator
machine as new disk devices. Before these devices can be used as cluster
disks, they have to be mounted. Launch the Computer Management console.
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Bring the disks online. Press the right mouse button over the disk and select
Online.
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The picture below shows that Windows has automatically assigned Drive
Letters to the mounted volumes. Since these are local drive letters they may
not be the same as we have assigned to these volumes on the first node.
However, all volumes of a cluster must be assigned the same drive letters, any
differences must be manually changed. Press the right mouse button over the
Quorum volume.
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If successful, the Computer Management console should look like the sample
image provided below.
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Launch the Computer Management console. Select the Roles node from the
list.
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Ensure all parameters are correct, or press the Previous button should any
changes be required.
Complete the installation of the Hyper-V role by pressing the Install button.
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After the restart the Resume Configuration Wizard appears. If the feature
was successfully installed, the wizard should look similar to the example image
below.
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Launch the Computer Management console. Select the Features node from
the list.
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The Add Features Wizard appears. Check the Failover Clustering feature.
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Ensure all parameters are correct, or press the Previous button should any
changes be required.
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If the feature is successfully installed, the wizard should look similar to the
example image below.
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From the Actions menu click the Virtual Network Manager... item.
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The Virtual Network Manager dialog appears. Select External as the type of
virtual network to create.
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Specify the name for the new network. Make sure you use exactly the same
name on both servers running Hyper-V.
Under Connection type select External and specify the physical network
adapter.
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The New network connection appears. Let's rename it "External" for this
example.
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Add the names of the servers you wish to use as cluster nodes.
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Select the Run all tests (recommended) item for testing the complete
configuration.
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Ensure all parameters are correct, or press the Previous button should any
changes be required.
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If successful, the wizard should look like the example picture provided below.
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Create a Cluster
It is now time to create the cluster. Click the Create a Cluster item from the
Actions panel shown on the right.
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Ensure all parameters are correct, or press the Previous button should any
changes be required.
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If successful, the wizard should look like the example picture provided below.
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Now that the creation of the cluster is complete it will be shown in the panel on
the left.
Expand the cluster by clicking on the ‘+’ symbol next to the cluster, then click
on Storage. The Failover Cluster Management console should look like the
example picture provided below. Both cluster disk resources will be shown as
online.
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Press the right mouse button over the server and select the New->Virtual
Machine... popup menu item.
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Specify a name for the virtual machine. Check the Store the virtual machine in
a different location checkbox, press the Browse... button and navigate to the
shared storage.
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Specify the amount of memory (in megabytes) to allocate for the virtual
machine.
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Select the Create a virtual hard disk item, specify the name for virtual disk to
create. Optionally change the Location (it must be on shared storage) and Size
parameters values.
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Select the Install an operating system from a boot CD/DVD-ROM item. Under
media specify the location of the media.
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Ensure all parameters are correct, or press the Previous button should any
changes be required.
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Select the Nothing item under the What do you want this virtual machine to
do when the physical computer starts.
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Select the Virtual Machine item from the list of available services or
applications.
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Check the name of the virtual machine you wish to make highly available.
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Ensure all parameters are correct, or press the Previous button should any
changes be required.
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If successful, the wizard should look like the example picture provided below.
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The Failover Cluster Manager console should look like the example images
provided below.
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Press the right mouse button over the virtual machine and select the Bring this
service or application online popup menu item.
This action will bring the virtual machine online and start it.
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Press the right mouse button over the virtual machine and select the
Connect... popup menu item.
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Select the Insert Integration Services Setup Disk item of the Action menu. If
the autorun does not start the installation you should start it manually.
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Launch the System Properties tool by selecting Control Panel -> System.
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Testing a Failover
Planned Failover
Launch the Failover Cluster Management console.
Press the right mouse button over the virtual machine and select the Move
this service or application to another node and click the name of the other
node.
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Inspect the details of both nodes to verify that the move succeeded.
In the Failover Cluster Management console the Current Owner parameter
should change its value to node12.
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Unplanned Failover
Launch the Failover Cluster Management console.
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Press the right mouse button over the node that is the current owner of the
virtual machine (node11 in this case).
Select the More Actions... and click the Stop Cluster Service item.
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Inspect the details of both nodes to verify that the move succeeded.
In the Failover Cluster Management console the Current Owner parameter
should change its value to node12.
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Use for example the following values to configure the network adapters of
Node 1 and Node 2 of the Parent-based Failover Cluster 2.
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You must configure your DNS (add node21 -> 192.168.10.21 and node22 ->
192.168.10.22 records). Please refer to the DNS section of Configuring
Domain Controller chapter.
You also should add user accounts for example node21adm and node22adm.
Please refer to the User Accounts section of Configuring Domain Controller
chapter.
The other steps are the same as in Preparing Cluster Nodes section of the
Parent-based Failover Cluster 1.
Note: Please do not forget to specify the 192.168.20.21 as the target portal in
the Parent-based Failover Cluster 2 nodes initiators.
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Testing a Failover
Please refer to the Testing a failover section of Configuring Parent-based
Failover Cluster 1 section.
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Conclusion
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Contacts
Support: www.starwindsoftware.com/support
US Headquarters
Phone: 617-449-7717
Fax: 617-505-5845
EMEA: 1-888-532-2203