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Windows Server ® 2008 File Services Infrastructure Planning and Design Published: October 2008 Updated: July 2009

Windows Server ® 2008 File Services Infrastructure Planning and Design Published: October 2008 Updated: July 2009

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Page 1: Windows Server ® 2008 File Services Infrastructure Planning and Design Published: October 2008 Updated: July 2009

Windows Server® 2008 File ServicesInfrastructure Planning and Design

Published: October 2008Updated: July 2009

Page 2: Windows Server ® 2008 File Services Infrastructure Planning and Design Published: October 2008 Updated: July 2009

What Is IPD?

Guidance to clarify and streamline the planning and design process for Microsoft® infrastructure technologies.

IPD:

Defines decision flow

Describes decisions to be made

Relates decisions and options for the business

Frames additional questions for business understanding

IPD guides are available at www.microsoft.com/ipd

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Page 3: Windows Server ® 2008 File Services Infrastructure Planning and Design Published: October 2008 Updated: July 2009

WINDOWS SERVER 2008 FILE SERVICESGetting Started

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Page 4: Windows Server ® 2008 File Services Infrastructure Planning and Design Published: October 2008 Updated: July 2009

Benefits of Using the File Services Guide

Benefits for Business Stakeholders / Decision MakersMost cost-effective design solution for implementationAlignment between the business and IT from the beginning of the design process to the end

Benefits for Infrastructure Stakeholders / Decision Makers

Authoritative guidanceBusiness validation questions ensuring solution meets requirements of business and infrastructure stakeholdersHigh integrity design criteria that includes product limitationsFault tolerant infrastructureInfrastructure that is sized appropriately for business requirements

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Page 5: Windows Server ® 2008 File Services Infrastructure Planning and Design Published: October 2008 Updated: July 2009

Benefits of Using the File Services Guide (Cont’d)

Benefits for Consultants or PartnersRapid readiness for consulting engagementsPlanning and design template to standardize design and peer reviewsA “leave-behind” for pre- and post-sales visits to customer sitesGeneral classroom instruction/preparation

Benefits for the Entire OrganizationUsing the guide should result in a design that will be sized, configured, and appropriately placed to deliver a solution for stated business requirements

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Page 6: Windows Server ® 2008 File Services Infrastructure Planning and Design Published: October 2008 Updated: July 2009

File Services and the Core Infrastructure Optimization Model

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Page 7: Windows Server ® 2008 File Services Infrastructure Planning and Design Published: October 2008 Updated: July 2009

Purpose and Overview

PurposeTo provide guidance for designing a File Services infrastructure

AgendaWhat’s new in Windows Server 2008 R2File Services infrastructure design process

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Page 8: Windows Server ® 2008 File Services Infrastructure Planning and Design Published: October 2008 Updated: July 2009

What’s New in Windows Server 2008 R2

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Windows Server 2008 R2 introduces new functionality and enhancements to Windows file services that provide improved performance, increased reliability, and greater flexibility for users, including the following:

BranchCacheSupport for DFS-R in failover clustersRead-only DFS-R replicasFile Classification Infrastructure (FCI)

Page 9: Windows Server ® 2008 File Services Infrastructure Planning and Design Published: October 2008 Updated: July 2009

File Services Decision Flow

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Page 10: Windows Server ® 2008 File Services Infrastructure Planning and Design Published: October 2008 Updated: July 2009

Step 1: Determine the Scope of the File Services Project

Determine scope of the project

Organizational units that will be participating in the redesign

Geographic areas that will be included

Determine goals of the redesign

New corporate security requirements

New governance requirements (ISO audit, HIPAA, and so on)

Performance issues

Create a scope document

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Page 11: Windows Server ® 2008 File Services Infrastructure Planning and Design Published: October 2008 Updated: July 2009

Step 2: Determine the Files, Servers, and Clients That Will Be Included

Collect an inventory of current file storage environment

Total storage used at locationEncryptionReplicationDFS-N in useShadow CopiesFault tolerance in useNumber of clientsClient locationsFile typesOther workloads

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Page 12: Windows Server ® 2008 File Services Infrastructure Planning and Design Published: October 2008 Updated: July 2009

Step 3: Assess the Need for Replication or Caching

Determine whether replication is requiredIn replication, copies of each file are kept on multiple servers

Decide whether to use BranchCacheCaches copies of most recently used files on a local server or

workstations

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Page 13: Windows Server ® 2008 File Services Infrastructure Planning and Design Published: October 2008 Updated: July 2009

Step 4: Design BranchCache Infrastructure

Select BranchCache mode

Hosted – uses a server running Windows Server 2008 R2

Distributed – cache is stored across Windows 7 PCs in branch

Determine placement of the cache

Determine size of the cache

5% of hard drive allocated by default, but customizable

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Page 14: Windows Server ® 2008 File Services Infrastructure Planning and Design Published: October 2008 Updated: July 2009

Step 5: Design DSF-R Infrastructure

Design replication groups

Design the replication topology

Choose folder replication option

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Page 15: Windows Server ® 2008 File Services Infrastructure Planning and Design Published: October 2008 Updated: July 2009

Step 6: Design the File Services Infrastructure

Determine file server placement

Determine how many file servers will be needed

Determine content servers for BranchCache

Design server hardware

Design server fault tolerance

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Page 16: Windows Server ® 2008 File Services Infrastructure Planning and Design Published: October 2008 Updated: July 2009

Step 7: Determine Whether Namespace Services Will Be Required

Determine whether DFS namespace will be implemented

Determine the number of namespaces

Determine the namespace modes

Design the DFS namespace roots

Design folder targets

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Page 17: Windows Server ® 2008 File Services Infrastructure Planning and Design Published: October 2008 Updated: July 2009

Conclusion

Defined the goals and scope of the project

Assessed the current File Services infrastructure

Determined whether file replication and/or caching are required

and, if so, designed those services for the File Services

infrastructure

Designed a new File Services infrastructure

Determined if namespace services are required and, if so,

designed those services.

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All the IPD guides are available at www.microsoft.com/ipd

Page 18: Windows Server ® 2008 File Services Infrastructure Planning and Design Published: October 2008 Updated: July 2009

Find More Information

Download the full document and other IPD guides:www.microsoft.com/ipd

Contact the IPD team:[email protected]

View the Microsoft Solution Accelerators Web site:www.microsoft.com/technet/SolutionAccelerators

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Page 19: Windows Server ® 2008 File Services Infrastructure Planning and Design Published: October 2008 Updated: July 2009

Questions?