Using StarWind to Provide Cluster Shared Disk Resources for Hyper-V Failover Clusters

8/14/2019 Using StarWind to Provide Cluster Shared Disk Resources for Hyper-V Failover Clusters

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Technical Reference Series

Copyright StarWind Software 2008-2009. All rights reserved.

StarWind iSCSI SAN Software: Using StarWind to

Provide Cluster Shared Disk Resources forHyper-V Failover Clusters

www.starwindsoftware.com


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COPYRIGHT

Copyright StarWind Software 2008-2009. All rights reserved. No part of this

publication may be reproduced, stored in a retrieval system, or transmitted in any

form or by any means, electronic, mechanical, photocopying, recording or otherwise,

without the prior written consent of StarWind Software.

TRADEMARKS

StarWind, StarWind Software and the StarWind and the StarWind Software logos

are trademarks of StarWind Software which may be registered in some jurisdictions.

All other trademarks are owned by their respective owners.

CHANGES

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 documentto 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.

TECHNICAL SUPPORT AND SERVICES

If you have questions about installing or using this software, check this and otherdocuments first - you will find answers to most of your questions here or there. If you

need further assistance, please contact us.


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Table of Contents

....................................................................................................... 5Introduction

....................................................................................................... 7Configuring the Domain Controller

................................................................................................................ 7Network Adapter

................................................................................................................ 8Active Directory

................................................................................................................ 20DNS

................................................................................................................ 33User Accounts

....................................................................................................... 43Configuring Parent-based Failover Cluster 1

................................................................................................................ 43Configuring StarWind Server

........................................................................................................ 43Network Adapter

........................................................................................................ 44Preparing Quorum Volume

........................................................................................................ 52Preparing Generic Volume

................................................................................................................ 60Preparing the Cluster Nodes

........................................................................................................ 60Node 1

........................................................................................................ 111Node 2

................................................................................................................ 151Configuring the Microsoft Cluster Service

........................................................................................................ 151Validate a Configuration

........................................................................................................ 157Create a Cluster

................................................................................................................ 164Creating and Configuring a Virtual Machine

........................................................................................................ 164Create a Virtual Machine

........................................................................................................ 173Reconfigure the Automatic Start Action

........................................................................................................ 175Make the Virtual Machine Highly Available

........................................................................................................ 183Install the Operating System

................................................................................................................ 190Testing a Failover

........................................................................................................ 190Planned Failover

........................................................................................................ 193Unplanned Failover

....................................................................................................... 197Configuring Parent-based Failover Cluster 2


................................................................................................................ 198Preparing Cluster Nodes

................................................................................................................ 200Configuring Microsoft Cluster Service

................................................................................................................ 201Creating and Configuring a Virtual Machine

................................................................................................................ 202Testing a Failover

....................................................................................................... 203Configuring Child-based Failover Cluster


....................................................................................................... 204Conclusion


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Guide

Introduction

Software clustering technology works to provide a group of systems as aunified 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 Windowsenvironment 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 Microsofts clustering technology press refer to

http://www.microsoft.com/windowsserver2003/technologies/clustering/

resources.mspx


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This document provides detailed step-by-step instructions on configuring

StarWind with Hyper-V and failover clustering.

Figure 1. StarWind provides shared-disk resources to clusters


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Configuring the Domain Controller

Network Adapter

The network adapter must 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 must also be provided. Both values must be correctly chosen

given the networking configuration of the Corporate LAN. As Active Directory

(AD) requires DNS, an address must be provided in this case we can specify

127.0.0.1 (loopback interface address). DNS will be installed later with the

other AD components.

Press the OK button.


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Active Directory

Select Start->Run and type in dcpromo.

Press the OK button to continue.


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The Active Directory Domain Services Installation Wizard appears.

Press the Next button to continue.


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In the wizard that appears carefully read the instructions.



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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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Specify the full DNS name of the domain to be created.



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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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Select any additional options that apply.



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A DNS warning dialog appears.

Press the Yes button to continue.


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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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Type in the Directory Services Restore Mode Administrator Password.



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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.

Press the Finish button to close the wizard.

Press the Restart Now button to restart the computer.


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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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The New Zone Wizard appears.



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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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Specify the replication scope or accept the default option.



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Choose IPv4 Reverse Lookup Zone



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Type in the Network ID to identify the reverse lookup zone.



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Specify the dynamic update options.



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Press the Finish button.


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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.

Press the Add Host button to add node1 DNS record.


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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.

Press the Add Host button to add node2 DNS record.


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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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Enter the password and optionally set any additional options.



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Press the Finish button to create new user.


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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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Enter the password and optionally set any additional options.



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Press the Finish button to create new user.


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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.

Select the Add to a group option.


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The Select Groups dialog appears. Enter the names of the groups.



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Configuring Parent-based Failover Cluster 1

Configuring StarWind Server

Network Adapter

The network adapter must 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 must also be provided. Both values must be correctly chosen

given the networking configuration of the dedicated iSCSI network that the

cluster will be a part of. This interface is used for iSCSI target storage

communications and a default gateway need not be specified.



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Preparing Quorum Volume

Launch the StarWind console selecting Start -> All Programs -> StarWind

Software -> StarWind -> StarWind. After the console is launched its icon

appears in the system tray. Double click the icon with the left mouse button orsingle click it with the right and select Start Management pup-up menu item.

From the StarWind Servers tree select the computer you wish to connect to.

Press the right mouse button over the desired host (computer) and select the

Connect popup menu item. You will be prompted to enter the login username

and password. By default they are: root, starwind. You can always change

them later.

After you have successfully connected to the StarWind Service, click the right

mouse button over the desired host (computer). Select the Add Target pop-up

menu item to continue.

In the wizard that appears, specify target name.



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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 youve

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




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A summary of the created device is displayed on the last wizard page (see

image below).



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Preparing Generic Volume

Click the right mouse button over the host (computer). Select the Add Target

pop-up menu item to continue.

In the wizard that appears, specify target name.



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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 youve

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




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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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Preparing the Cluster Nodes

Node 1

Configuring the 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. 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




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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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Joining the domain

Launch the System Properties tool by selecting Control Panel -> System.

Click the Change settings item.


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Select the Computer Name tab.

Press the Change button.


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In the Computer Name Changes dialog enter the domain to join.



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Enter the username and password of an account with permission to join to the

domain (node1adm).

Press the OK button to join.


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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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Configuring iSCSI initiator

Launch the Microsoft iSCSI Software Initiator application from Administrative

Tools -> iSCSI Initiator

Select the Discovery Tab.


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In the Target Portals group, click the Add Portal... button.

Press the Add Portal... button.


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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.

Press the Log On button.


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If successful, the initiator is now logged on to StarWind.


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Initializing, Formatting and Creating Partitions

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.

Select Disk Management.


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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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Both disks have now been initialized.


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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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The New Simple Volume Wizard appears.



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Specify new volume size in megabytes.



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Choose the Drive Letter to assign.



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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, a new volume will be created as shown in the example image

below. Repeat the same steps to create the second volume.

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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The New Partition Wizard appears.



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Specify the new volume size in megabytes.



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Choose the Drive Letter to assign.



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Specify the format options and provide the Volume Label.



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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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Installing the Hyper-V Role

Launch the Computer Management console. Select the Roles node from the

list.

Click the Add Features to continue.


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The Add Roles Wizard appears.



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Check the Hyper-V role.



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Carefully read the introduction instructions.



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Do not create a virtual network on this step.



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Ensure all parameters are correct, or press the Previous button should any


Complete the installation of the Hyper-V role by pressing the Install button.


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Press the Close button and restart the computer.


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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.

Press the Close button.


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Installing the Failover Clustering Feature

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


Complete the installation of the Failover Clustering feature by pressing the

Install button.


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If the feature is successfully installed, the wizard should look similar to the

example image below.



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Create a Virtual Network

Launch the Hyper-V Manager.

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.

Press the Add button.


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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.

Shut down the server.


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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




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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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Joining the domain

Launch the System Properties tool selecting Control Panel -> System.

Click the Change settings item.


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Select the Computer Name tab.

Press the Change button.


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In the Computer Name Changes dialog enter the domain to join.



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Enter the username and password of an account with permission to join to the

domain (node2adm).

Press the OK button to join.


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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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Configuring iSCSI Initiator

Launch the Microsoft iSCSI Software Initiator application from Administrative

Tools -> iSCSI Initiator

Select the Discovery Tab.


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In the Target Portals group, click the Add Portal... button.

Press the Add Portal... button.


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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.

Press the Log On button.


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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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If successful, the initiator is now logged on to StarWind.


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Assigning Drive Letters

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.

Select Disk Management.


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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.

Select Change Drive Letter and Paths...


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Change the Drive Letter for the Quorum to Q.


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Press the right mouse button over the Generic volume.

Select Change Drive Letter and Paths...


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Change the Drive Letter for the Generic to R.


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If successful, the Computer Management console should look like the sample

image provided below.


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Installing the Hyper-V Role

Launch the Computer Management console. Select the Roles node from the

list.



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The Add Roles Wizard appears.



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Check the Hyper-V role.



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Carefully read the introduction instructions.



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Do not create a virtual network on this step.



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Complete the installation of the Hyper-V role by pressing the Install button.


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Press the Close button and restart the computer.


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Installing the Failover Clustering Feature

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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Complete the installation of the Failover Clustering feature by pressing the

Install button.


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If the feature is successfully installed, the wizard should look similar to the

example image below.



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Create a Virtual Network


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.

Press the Add button.


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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.

Shut down the server.


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Configuring the Microsoft Cluster Service

Validate a Configuration

Start both Cluster Node 1 Server and Cluster Node 2 Server. Launch the

Failover Cluster Management console by selecting Administrative Tools ->Failover Cluster Management.

After the management console is launched, click the Validate a

Configuration... item to ensure that the configuration is suitable for failover

clustering.


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The Validate a Configuration Wizard appears.



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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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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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The Create a Cluster Wizard appears.



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Add the names of servers you wish to use as cluster nodes.



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Specify the Cluster Name and IP address.



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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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Creating and Configuring a Virtual Machine

Create a Virtual Machine



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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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The New Virtual Machine Wizard appears.



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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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Connect the network adapter to the virtual network created previously.



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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 the Start the virtual machine after it is created checkbox is

unchecked.

The virtual machine must be turned off so that you can make it highly

available.

Press the Finish button to create virtual machine.


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Reconfigure the Automatic Start Action

Automatic actions let you automatically manage the state of the virtual

machine when the Hyper-V Virtual Machine Management service starts or

stops. However, when you make a virtual machine highly available, themanagement of virtual machine state should be controlled through the Cluster

service.

Press the right button over the virtual machine.

Select the Settings... popup menu item.


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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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Make the Virtual Machine Highly Available

Launch the Failover Cluster Management console. Select the Services and

Applications node.

Click the Configure a Service or Application... item.


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The High Availability Wizard appears.



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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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The Failover Cluster Manager console should look like the example images

provided below.


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Bring the virtual machine online.

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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Install the Operating System



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Press the right mouse button over the virtual machine and select the

Connect... popup menu item.


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The Virtual Machine Connection tool appears.

Install the operating system in the usual way.


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Launch the System Properties tool by selecting Control Panel -> System.

Optionally change the Computer name.


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Specify the network connection parameters.


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The installation and configuration of the virtual machine is completed.


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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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Launch the Hyper-V Manager on the node12.

The virtual machine must appear here.


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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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Launch the Hyper-V Manager on the node12.

The virtual machine must appear here.


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Configuring Parent-based Failover Cluster 2

Configuring StarWind Server

Please refer to the Configuring StarWind Server section of Configuring Parent-

based Failover Cluster 1 section.

Use for example 192.168.20.20 value as the IP address and 255.255.255.0

value as the subnet mask. The other steps are the same: you must create

quorum and generic disks iSCSI targets with the same size and parameters.


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Preparing Cluster Nodes

Please refer to the Preparing Cluster Nodes section of Configuring Parent-

based Failover Cluster 1 section.

Use for example the following values to configure the network adapters of

Node 1 and Node 2 of the Parent-based Failover Cluster 2.

Node 1 Public network

IP address: 192.168.10.21

Subnet mask: 255.255.255.0

Default gateway: 192.168.10.254

Preferred DNS server: 192.168.10.1

Node 1 Storage network

IP address: 192.168.20.21

Subnet mask: 255.255.255.0

Node 1 VMs network

IP address: 192.168.10.221

Subnet mask: 255.255.255.0


Node 2 Public network

IP address: 192.168.10.22

Subnet mask: 255.255.255.0

Default gateway: 192.168.10.254


Node 2 Storage network

IP address: 192.168.20.22

Subnet mask: 255.255.255.0

Node 2 VMs network

IP address: 192.168.10.222

Subnet mask: 255.255.255.0



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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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Configuring Microsoft Cluster Service

Please refer to the Configuring Micro

Documents

Using StarWind to Provide Cluster Shared Disk Resources for Hyper-V Failover Clusters