Building a Scalable Microsoft Hyper-V Architecture on the Hitachi Universal Storage Platform Family

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1 Building a Scalable Microsoft Hyper-V Architecture on the Hitachi Universal Storage Platform Family Reference Architecture Guide By Rick Andersen April 2009

2 Summary Increasingly, organizations are turning to server virtualization because of the important business and IT benefits it provides. Organizations that virtualize their server environments are able to consolidate their physical IT infrastructures and improve the overall efficiency, resilience and agility of their environments. Doing so has potentially significant implications from a business perspective, allowing organizations to reduce capital and operating costs as well as reduce their data center and carbon footprints. However, as virtualized server deployments scale, capacity and management can become increasingly problematic, keeping organizations from meeting service level agreements (SLAs) and cost-cutting objectives as well as minimizing the very benefits gained from virtualizing a server environment. That s why selecting the right storage system to support virtualized environments and deploying it properly is hugely important. In Microsoft Hyper-V environments, virtual machines (VMs) run as guests on top of physical host servers. In all virtualized environments, the host server can be a single point of failure if it loses power or has a hardware or software failure. If the Hyper-V host server fails, all VMs running on the host server are out of service. Creating a Hyper-V failover cluster with multiple host servers in a shared storage environment alleviates this problem. The Hitachi Universal Storage Platform family is best-in-class for Windows Server 2008 Hyper-V environments. The Universal Storage Platform V is the most powerful and intelligent enterprise storage system in the industry. The Universal Storage Platform V and the smaller footprint Universal Storage Platform VM are based on the Universal Star Network architecture: a fourth-generation implementation of the massively parallel crossbar switch architecture. This document defines a reference architecture that is highly scalable by leveraging the features and functions of the Hitachi Universal Storage Platform family and Hyper-V failover clustering capability. The reference architecture allows scaling of the environment by adding nodes in the Hyper-V failover cluster to support a growing virtual machine workload. For best results use Acrobat Reader 8.0.

3 Feedback Hitachi Data Systems welcomes your feedback. Please share your thoughts by sending an message to Be sure to include the title of this white paper in your message.

4 Table of Contents Solution Components... 2 Tested Deployment... 5 Hitachi Universal Storage Platform VM... 5 Servers... 6 Storage Area Network... 7 Software... 9 Storage Deployment Considerations Standard Windows Volumes Cluster Shared Volumes Deploying the Solution Configuring the Hyper-V Servers for Clustering Configuring the Storage Area Network for Hyper-V Failover Clustering Configuing Host Storage Groups Assigning World Wide Names to Host Groups Creating a Dynamic Provisioning Pool Creating a Dynamic Provisioning LU Associating V-VOLs Groups with a Dynamic Provisioning Pool Assigning LUs to a Host Storage Group Best Practices for Scaling Your Environment Number of Virtual Machines per Standard LU or CSV Scaling Dynamic Provisioning Pools Scaling Hyper-V Cluster Deployments Adding Nodes to Hyper-V Failover Cluster Adding VMs to the Hyper-V Failover Cluster Hyper-V Cluster Management Changing a Virtual Machine s Storage Configuration Validating Storage on a Hyper-V Failover Cluster Lab Validated Results and Specifications Hyper-V Failover Cluster Storage Management Windows Performance Monitor Hitachi Performance Monitor Feature Hitachi Tuning Manager Software Microsoft Virtual Machine Manager Conclusion... 36

5 Building a Scalable Microsoft Hyper-V Architecture on the Hitachi Universal Storage Platform Family Reference Architecture Guide Increasingly, organizations are turning to virtualization to achieve several important objectives: Increase return on investment by eliminating underutilization of hardware and reducing administrative overhead Decrease total cost of operation by reducing data center physical space requirements and energy usage Improve operational efficiencies by increasing availability and performance of critical applications and simplifying deployment and migration of those applications In addition, virtualization is a key tool companies use to improve responsiveness to the constantly changing business climate and to become more environmentally friendly. While virtualization offers many benefits, it also brings risks that must be mitigated. The move to virtualization requires that IT administrators adopt a new way of thinking about storage infrastructure and application deployment. Improper deployment of storage and applications can have catastrophic consequences due to the highly consolidated nature of virtualized environments. In a Microsoft Hyper-V based infrastructure, virtual machines (VMs) run as guests on top of the physical host server. In all virtualized environments, the host server can be a single point of failure if it loses power or has a hardware or software failure. If the Hyper-V host server fails, all VMs running on the host server are out of service. Creating a Hyper-V failover cluster with multiple host servers in a shared storage environment alleviates this problem. The Hitachi Universal Storage Platform family is best-in-class for Windows Server 2008 Hyper-V environments. The Universal Storage Platform V is the most powerful and intelligent enterprise storage system in the industry. The Universal Storage Platform V and the smaller footprint Universal Storage Platform VM are based on the Universal Star Network architecture: a fourth-generation implementation of the massively parallel crossbar switch architecture. Universal Storage Platform V and Universal Storage Platform VM provide unique controller-based virtualization that aggregates all storage, including internal and externally attached Hitachi branded and third-party storage, to create a common pool of capacity. Reusable storage services, including thin provisioning, host port virtualization and nondisruptive heterogeneous data migration, can then access all storage in the virtual pool. This white paper describes how to use the Microsoft Windows Server 2008 failover clustering feature in conjunction with the Universal Storage Platform to provide high availability to the Hyper-V host servers or parent partitions and the underlying guest virtual machines. It defines a reference architecture that is highly scalable by leveraging the features and functions of the Universal Storage Platform V or Hitachi Universal Storage Platform VM storage systems and Hyper-V failover clustering. The reference architecture allows scaling of the environment by adding nodes in the Hyper-V failover cluster to support a growing virtual machine workload. This white paper also provides guidance on how to configure both the Hyper-V environment and a Hitachi Universal Storage Platform family storage system to achieve the best performance, scalability, and availability. It is intended for use by IT administrators who are planning storage for a Hyper-V failover clustering deployment. It assumes that the reader has Windows and storage administration skills. 1

6 Solution Components This white paper describes a highly scalable and highly available Hyper-V Failover Cluster reference architecture using the Hitachi Universal Storage Platform. A Hyper-V failover cluster protects against downtime for important applications or services that must be available at all times. Hyper-V failover clusters help ensure high availability for end users by minimizing the amount of time that scheduled or unscheduled outages interrupt end user access. Hyper-V failover clusters also enable high scalability by allowing administrators to dynamically add resources to enhance performance and availability. Clusters by definition are scalable, and with Hyper-V failover clustering, you can add up to 16 nodes based on available resources. This provides more nodes to which services can failover in the event of a failure or scheduled downtime. To allow for a highly available, highly scalable Hyper-V failover cluster, it is important that the storage used is also highly available and scalable. With the Hitachi Dynamic Provisioning software for the Hitachi Universal Storage Platform family, the addition of additional cluster nodes and the storage required to support the deployment of the underlying virtual machines are greatly simplified. This solution provides guidelines and recommendations for configuring the Universal Storage Platform storage system to provide for availability and scalability in a Hyper-V failover cluster environment. This solution supports up to 16 Hyper-V host nodes in a failover cluster, with high availability achieved with redundant physical paths enabled via multiple host bus adapters (HBAs) from the servers, proper zoning within the storage fabric and storage system, and the use of multipathing software to allow for continued operation in the event of a hardware component failure. The Hitachi Universal Storage Platform family allows for rapid provisioning of storage to support scaling up of additional Hyper-V nodes and virtual machines within the cluster. Figure 1 illustrates the highly available and scalable reference architecture using the Hitachi Universal Storage Platform VM as the storage platform. Note that although this reference architecture was tested on a Universal Storage Platform VM, it can be deployed on a Universal Storage Platform V as well. 2

7 Figure 1. Solution Topology In this configuration, each virtual machine is hosted on its own logical unit (LU) within a Dynamic Provisioning pool. Allocating an individual LU or multiple LUs for each virtual machine allows for the use of quick or live migration between nodes in the Hyper-V failover cluster. This reference architecture deployed Windows 2008 R2 guest VMs on the Hyper-V hosts using a web server profile as defined by industry standards. When using Hitachi Dynamic Provisioning software for hosting guest virtual machines, a Dynamic Provisioning pool hosts the guest virtual machine VHDs on LUs configured to use storage from the pool. As the requirement for the number of guest virtual machines increases, capacity can be added to the Dynamic Provisioning pools dynamically. Adding RAID groups to the pool not only increases the storage capacity available for deploying guest virtual machines, but also provides additional I/O processing capabilities due to the increased number of spindles in the pool. Configuration details for using Hitachi Dynamic Provisioning software, an intelligent storage technology that provides advanced wide-striping and thin-provisioning capabilities, are included in this white paper. Incorporating Hitachi Dynamic Provisioning software into the architecture leverages virtual machines, storage pools and virtual volumes as the fundamental building blocks. LUs from the Universal Storage Platform VM are allocated to the Hyper-V hosts and formatted as volumes in which virtual hard disks (VHDs) can be created. The VHDs are presented to the Windows 2008 operating system guest OS, partitioned and used as containers to house the virtual machine OS and paging files. Based on the I/O and capacity requirements of the virtual machine, application files can also exist within this VHD or they can be placed in separate VHDs stored on additional LUs based on application I/O and capacity requirements. For example, if a virtual machine hosts an application with a large number of LUs or very 3

8 performance-sensitive LUs, such as Exchange or SQL databases, Hitachi Data Systems recommends using separate LUs for each VHD or the use of pass-through disks. For this architecture, multiple web servers were deployed across multiple nodes in the Hyper-V failover cluster. The industry standard Iometer profile was used to generate web server traffic. The I/O definition for this profile consists of random reads of various block sizes as defined in the Iometer Specifications and Results section in this paper. The web server I/O profile was originally distributed by Intel, the author of Iometer, and used by Microsoft as a typical web server profile. Hitachi Data Systems testing shows that the storage building block can support up to eight typical web servers in a Dynamic Provisioning pool, consisting of two RAID-5 (3D+1P) parity groups, with each web server typically able to sustain around 1000 IOPS. For more information about drive size and performance, see Table 1. This building block can be scaled by adding additional parity groups to an existing Dynamic Provisioning pool, or by creating a new Dynamic Provisioning pool when hosting additional virtual machines in the cluster. This configuration meets Microsoft s 20 millisecond I/O response time requirement to the disks that host the web Server virtual machines. Each web server VM is configured with four virtual CPUs and 1.5GB of memory and the underlying storage configuration, as shown in Figure 2. Figure 2. Single Storage Building Block Figure 3 illustrates adding a second building block of storage to host six more web server virtual machines for a total of 12 typical web servers. Additional RAID-5 (3D+1P) groups are added to the existing Dynamic Provisioning pool to contain the additional virtual machine VHDs. 4

9 Figure 3. Additional Storage Building Block Tested Deployment The following sections describe the key components used in this solution. Hitachi Universal Storage Platform VM Hitachi Data Systems testing used a Hitachi Universal Storage Platform VM storage system, which provides a reliable, flexible, scalable and cost effective storage system for the Microsoft Hyper-V scalable architecture described in this white paper. The Hitachi Universal Storage Platform VM brings performance and ease of management to organizations of all sizes that are dealing with an increasing number of virtualized businesscritical applications. It is ideal for a failover clustering environment that demands high availability, scalability and ease-of-use. The Hitachi Universal Storage Platform VM with Hitachi Dynamic Provisioning software supports both internal and external virtualized storage, simplifies storage administration and improves performance to help reduce overall power and cooling costs. The Hitachi Universal Storage Platform provides end-to-end secure virtualization for Hyper-V Infrastructure environments. With the ability to securely partition port, cache and disk resources, and to mask the complexity of a multivendor storage infrastructure, the Hitachi Universal Storage Platform VM is an ideal complement to a Hyper-V environment. With up to 1024 virtual ports for each physical Fibre Channel port, the Hitachi Universal Storage Platform VM provides the connectivity to support large Hyper-V failover clusters. Table 1 lists the configuration specifications for the Universal Storage Platform VM deployed in this reference architecture. 5

10 Table 1. Deployed Storage System Configuration Component Details Storage system Hitachi Universal Storage Platform VM Microcode level RAID group type RAID-5 (3+1) Cache memory 128GB Drive capacity 300GB Drive type Fibre Channel 15K RPM LU size 100GB Number of Dynamic Provisioning pools 1 As the number of guest virtual machines being deployed grows, you can scale the Hyper-V failover cluster environment by increasing the amount of storage allocated. Table 2 lists the storage used in Hitachi Data Systems labs for deploying six and 12 2eb server guest VMs. Table 2. Deployed Scaled Configuration Specifications Item 6 Virtual Machines 12 Virtual Machines Number of ports used 2 4 Number of RAID groups in Dynamic Provisioning pool 2 4 Number of drives 8 16 Number of VHD LUs in Dynamic Provisioning pool 6 12 Servers Table 3 lists the servers used in this clustered Hyper-V solution. Table 3. Deployed Servers Quantity Server Make and Model Role Memory and Processor 16 Dell 2950s Hyper-V host server 12GB memory, 4x dual-core AMD processors 1 HP DL385 Domain controller and DNS 8GB memory, 2x dual-core AMD processors 1 Dell Power Edge 750 Management server for Hitachi Storage Navigator Modular 2 software 2GB memory, 2 x Intel Xeon processors Servers must meet specification requirements for the Hyper-V roles they are hosting. For more information, see the System Requirements page on Microsoft s Hyper-V 2008 R2 web site. 6

11 Storage Area Network For this solution, Hitachi Data Systems connected the Hyper-V servers and the Hitachi Universal Storage Platform VM through an enterprise-class director. Another option is to use two Fibre Channel switches. Either of these options provides high availability and redundancy. In addition, Hitachi Data Systems configured two redundant paths from each Hyper-V host to the Universal Storage Platform VM. Each Hyper-V host had two HBAs configured for high availability. Microsoft s MPIO software provided a round-robin load balancing algorithm that automatically selects a path by rotating through all available paths, thus balancing the load across all available paths, optimizing IOPS and response time. Figure 4 illustrates the storage area network configuration for the 16- node Hyper-V failover cluster used for this reference architecture. Figure 4. Deployed Storage Area Network Configuration DIrector and HBA Zoning Configuration The solution described by this white paper uses a Brocade DCX enterprise-class director. Another option is to deploy this solution in a dual switch configuration, Configure two zones for each host to use different switches to provide redundancy. The fabric is configured so that a separate zone exists for each path from each Hyper-V server s HBA and its corresponding Hitachi Universal Storage Platform VM front-end port. This means that each zone contains a single host bus adapter and a single Universal Storage Platform VM front-end port. Having unique and separate zones configured for each HBA is referred to as single initiator zoning. Table 4 lists the zoning deployed in this solution. 7

12 Table 4. Zoning Configuration Hyper-V Host Host HBA Number Director Zone Name Storage System Port Storage System Host Group Node 1 HBA 1 Node_1_HBA1_USPVM _ 1A 1A Node_1_HBA_1 HBA 2 Node_1_HBA2_ USPVM _2A 2A Node_1_HBA_2 Node 2 HBA 1 Node_2_HBA1_ USPVM _1B 1B Node_2_HBA_1 HBA 2 Node_2_HBA2_ USPVM _2B 2B Node_2_HBA_2 Node 3 HBA 1 Node_3_HBA1_ USPVM _1C 1C Node_3_HBA_1 HBA 2 Node_3_HBA2_ USPVM _2C 2C Node_3_HBA_2 Node 4 HBA 1 Node_4_HBA1_ USPVM _1D 1D Node_4_HBA_1 HBA 2 Node_4_HBA2_ USPVM _2D 2D Node_4_HBA_2 Node 5 HBA 1 Node_5_HBA1_ USPVM _1E 1E Node_5_HBA_1 HBA 2 Node_5_HBA2_ USPVM _2E 2E Node_5_HBA_2 Node 6 HBA 1 Node_6_HBA1_ USPVM _1F 1F Node_6_HBA_1 HBA 2 Node_6_HBA2_ USPVM _2F 2F Node_6_HBA_2 Node 7 HBA 1 Node_7_HBA1_ USPVM _1G 1G Node_7_HBA_1 HBA 2 Node_7_HBA2_ USPVM _2G 2G Node_7_HBA_2 Node 8 HBA 1 Node_8_HBA1_ USPVM _1H 1H Node_8_HBA_1 HBA 2 Node_8_HBA2_ USPVM _2H 2H Node_8_HBA_2 Node 9 HBA 1 Node_9_HBA1_ USPVM _1A 1A Node_9_HBA_1 HBA 2 Node_9_HBA2_ USPVM _2A 2A Node_9_HBA_2 Node 10 HBA 1 Node_10_HBA1_ USPVM _1B 1B Node_10_HBA_1 HBA 2 Node_10_HBA2_ USPVM _2B 2B Node_10_HBA_2 Node 11 HBA 1 Node_11_HBA1_ USPVM _1C 1C Node_11_HBA_1 HBA 2 Node_11_HBA2_ USPVM _2C 2C Node_11_HBA_2 Node 12 HBA 1 Node_12_HBA1_ USPVM _1D 1D Node_12_HBA_1 HBA 2 Node_12_HBA2_ USPVM _2D 2D Node_12_HBA_2 Node 13 HBA 1 Node_13_HBA1_ USPVM _1E 1E Node_13_HBA_1 HBA 2 Node_13_HBA2_ USPVM _2E 2E Node_13_HBA_2 Node 14 HBA 1 Node_14_HBA1_ USPVM _1F 1F Node_14_HBA_1 HBA 2 Node_14_HBA2_ USPVM _2F 2F Node_14_HBA_2 Node 15 HBA 1 Node_15_HBA1_ USPVM _1G 1G Node_15_HBA_1 HBA 2 Node_15_HBA2_ USPVM _2G 2G Node_15_HBA_2 Node 16 HBA 1 Node_16_HBA1_ USPVM _1H 1H Node_16_HBA_1 HBA 2 Node_16_HBA2_ USPVM _2H 2H Node_16_HBA_2 8

13 Table 5 lists firmware levels for the HBA and the director deployed in this solution. Table 5. Deployed Firmware Device Brocade DCX Director Brocade HBA GB Firmware Level b Storport Miniport Driver Firmware Host Storage Group Configuration This section describes the host storage group configuration deployed on the Universal Storage Platform VM to support the 16-node Hyper-V failover cluster configuration. Provisioning storage on two Fibre Channel front-end ports (one port per controller) is sufficient for redundancy on the Hitachi Universal Storage Platform VM. This results in two paths to each LU from the Hyper-V host's point of view. For higher availability, ensure that the target ports are configured to use two separate fabrics if using switches or through an enterprise-class director to ensure that multiple paths are always available to the Hyper-V server. Hyper-V servers that access LUs on the storage systems must be configured properly so that the appropriate Hyper-V parent and child partitions can access the storage. With the Universal Storage Platform VM, this is accomplished at the storage level by using host storage groups (HSGs). HSGs define which LUs a particular Hyper-V server can access. Hitachi Data Systems recommends creating a HSG group for each Hyper-V server and using the name of the Hyper-V server in the HSG for documentation purposes. In this reference architecture, host storage groups are created to allow and control Hyper-V host access to LUNs. They are created on a per Hyper-V host basis within the failover cluster on Fibre Channel ports, on both cluster 1 and cluster 2 on the storage system. This configuration is described in Table 4, where every Hyper-V host has two HBAs (HBA1 and HBA2), the host groups are created on ports 1A,1B, 1C, 1D, 1E, 1F, 1G, and 1H on Cluster 1, and ports 2A, 2B, 2C, 2D, 2E, 2F, 2G, and 2H on Cluster 2. Software This section describes the software required to deploy the Hyper-V scalable cluster architecture on the Hitachi Universal Storage Platform VM. Table 6 lists the software used in this reference architecture. Table 6. Deployed Software Software Version Windows Server 2008 Enterprise Edition Release 2 Hitachi Storage Navigator 7.0 Hitachi Performance Monitor 7.0 Microsoft MPIO

14 Windows Server 2008 Windows Server 2008 Enterprise Edition or Windows Server 2008 Datacenter must be used for the physical computers. These servers must run the same version of Windows Server 2008, including the same type of installation. That is, both servers must be either a full installation of Windows 2008 or a Windows 2008 Server Core installation. The failover clustering feature enables the creation and management of failover clusters. This reference architecture uses Windows Server Enterprise 2008 Release 2 with the Failover Cluster feature installed. The Hyper-V role was enabled on all servers that formed the Hyper-V failover cluster. Multipathing Software Multipathing software, such as Hitachi Dynamic Link Manager or Microsoft Windows Server 2008 native multipath IO (MPIO), is a critical component of a highly available system. Multipathing software allows the Windows operating system to see and access multiple paths to the same LU, enabling data to travel any available path for increased performance or continued access to data in the case of a failed path. Hitachi Data Systems recommends using the round robin load-balancing algorithm in both Hitachi Dynamic Link Manager software and MPIO to distribute load evenly over all available HBAs. Hitachi Data Systems testing used MPIO for the solution described in this white paper. As the number of nodes in the Hyper-V failover cluster increases, consider using Hitachi Global Link Availability Management software to simplify the management of multiple paths across the cluster. Global Link Availability Management software can greatly simplify the management of larger multipath environments by providing centralized visibility and reporting of all the paths in the cluster. Microsoft Virtual Machine Manager 2008 R2 Virtual Machine Manager R2 (VMM) is Microsoft s management solution for the virtualized data center. VMM enables the consolidation of multiple physical servers onto Hyper-V host servers running as guest virtual machines, provides for the rapid provisioning of virtual machines, and unified management of the virtual infrastructure through one console. This reference architecture uses Microsoft Virtual Machine Manager 2008 R2. Hitachi Management Tools This section describes Hitachi management tools used to deploy this solution on the Hitachi Universal Storage Platform VM. Hitachi Storage Navigator Software Hitachi Storage Navigator software, a required part of this solution, is the basic management tool licensed with the system. It monitors and manages the Hitachi Universal Storage Platform VM through either a GUI or a command-line interface (CLI). Use Storage Navigator software to create RAID groups and logical units and to assign those logical units to the Hyper-V host servers. Storage Navigator software is also useful for monitoring events and status of the various components on a Universal Storage Platform. Hitachi Device Manager Software Hitachi Device Manager software provides centralized management of all Hitachi storage systems, including the Universal Storage Platform. Device Manager software can link to Storage Navigator software, and it has the ability to provision using storage pools, manage replication between storage systems, and logically group resources for more efficient management. While this software is optional, Hitachi Data Systems recommends its use because it simplifies management of multiple storage systems. Hitachi Storage Array Management Pack The Hitachi Storage Array Management Pack allows for the monitoring of key components of the Hitachi Universal Storage Platform VM. It is installed under Microsoft System Center Operations Manger 2007 Service Pack 1 and displays and monitors the health of Hitachi Storage Platform VM s storage system groups and LUs. 10

15 Hitachi Performance Monitor Feature The Hitachi Performance Monitor feature is included as part of the Storage Navigator software, It provides detailed, in-depth storage performance monitoring and reporting of Hitachi storage systems including drives, logical volumes, processors, cache, ports and other resources. It helps organizations ensure that that they achieve and maintain their service level objectives for performance and availability, while maximizing the utilization of their storage assets. Performance Monitor s in-depth troubleshooting and analysis reduce the time required to resolve storage performance problems. It is an essential tool for planning and analysis of storage resource requirements. Hitachi Dynamic Provisioning Software On the Universal Storage Platform VM, Hitachi Dynamic Provisioning software provides features that provide virtual storage capacity to eliminate application service interruptions, reduce costs and simplify administration, as follows: Optimizes or right-sizes storage performance and capacity based on business or application requirements. Supports deferring storage capacity upgrades to align with actual business usage. Simplifies and adds agility to the storage administration process. Provides performance improvements through automatic optimized wide striping of data across all available disks in a storage pool. Storage Deployment Considerations This section describes storage options and considerations in a Hyper-V failover cluster environment. Windows 2008 R2 offers the choice of using standard Windows volumes or deploying Cluster Shared Volumes (CSVs) on the Hitachi Universal Storage Platform family. You must also consider whether to place multiple VMs on a single LU or allocate one LU per VM. This section also describes mapping of LUs containing VHDs and LUs used as pass-through disks. Standard Windows Volumes A key storage decision in a Hyper-V failover cluster is whether to host multiple VMs on a single LU or whether each VM has its own exclusive LU or set of LUs. The main difference between these two options is how failover in the cluster is handled for the highly available virtual machines. With standard Windows volumes, the file system accesses the LU at the volume level, not at the file level. This means that when highly available VMs are moved between nodes in the Hyper-V cluster, all the LUs associated with those VMs move also. If you decide to share a LU among multiple VMs, consider the following: For a planned migration such as a quick or live migration of a single highly available VM, any other VMs that share the same LU also migrate. To independently migrate a VM, it must reside on a non-shared LU. Note that this restriction does not apply to CSVs. For an unplanned migration due to a failure of a node within a cluster when a shared LU is used, the resource requirements for all the VMs on that shared LU can become an issue. If you use a shared LU, ensure that the other nodes in the cluster have sufficient resources available to host the VMs hosted on the LU. If a failure occurs, and the cluster service is unable to bring all the highly available VMs online on another node in the cluster, it retries on all the other available nodes in the cluster. If all the other nodes in the cluster have insufficient resources available to host all the VMs that share that single LU, those VMs that share that single LU cannot come online. 11

16 Review the considerations listed in Table 7 to decide whether to share LUs between multiple VMs. Table 7. VM Shared LU Considerations Multiple VMs per LU Only VHDs can be used No pass-through disks allowed All VMs sharing the LU move together Single VM per LU VHDs and pass-through disks can both be used Pass-through disks can be used VMs can be migrated individually Note that using multiple VMs per LU might negatively affect performance due to additional I/O load on the shared LU. Cluster Shared Volumes CSVs are cluster disks that can be accessed simultaneously by all nodes in the cluster. CSVs are available in Microsoft Hyper-V Server 2008 R2 with failover clustering feature. A CSV is a standard cluster disk containing an NTFS volume accessible in read/write mode by all nodes in the cluster. While access is shared by all cluster nodes, the CSV is physically mounted on only one of the cluster nodes, the coordinator node. All NTFS metadata updates are sent over the LAN to the coordinator node during I/O operations, but each cluster node is free to send block-mode read/write commands and data directly to the CSV. Using CSV in a Hyper-V failover cluster offers the following advantages: Simplifies storage management, because CSVs require fewer LUs to host the same number of virtual machines. Eliminates the drive letter restriction because CSVs do not require a drive letter. Provides individual failover of virtual machines even when multiple virtual machines share the same LU. This allows for quick or live migration to move virtual machines independently within the cluster. Keep these storage planning considerations in mind when using CSVs in a Hyper-V failover cluster: Windows backup of CSVs from the Hyper-V host is not yet supported (Windows backup is supported for standard volumes.) At this time, Windows backup is only supported within the guest virtual machine. To safely backup CSV at the Hyper-V parent level, the VSS Hyper-V writer must be used. Check with your application backup vendor to ensure compatibility with CSVs. Hardware-based storage system replication copies at the LU level, so the replicated CSV most likely contains multiple virtual machine VHDs. If you are using the replicated CSV in a high availability or disaster recovery solution to support quick or live migration, all virtual machines contained in the CSV are migrated. To provide for ease of management and scalability, Hitachi Data Systems recommends deploying CSVs using Dynamic Provisioning pools. Typically, CSVs contain multiple VHD files for the virtual machines and the LUs deployed are usually larger than LUs deployed on standard Windows volumes. This makes using Dynamic Provisioning pools a good choice in that as the demand for additional virtual machines grows, capacity and I/O processing power can be added dynamically to the environment. It is important to understand the workloads of individual virtual machines when hosting them on a CSV. Ensure that the Dynamic Provisioning pool that is to host the CSV can support the aggregate workload of the virtual machines that are contained within the CSV. The use of pass-through disks is not allowed with CSVs. For more information, see the Microsoft TechNet article Hyper-V: Using Live Migration with Cluster Shared Volumes in Windows Server 2008 R2. 12

17 VHDs and LU Mapping LUs used in this architecture that contain VHDs are deployed using Dynamic Provisioning pools. Figure 6 shows how the VHD LUs are allocated from the Dynamic Provisioning pools to the mapping within the Hyper-V hosts and to the VMs. Although this figure illustrates a one-to-one assignment of a VM to a node, with Hyper-V failover clustering, multiple VMs can run on one or more cluster nodes. Figure 6. VHD LUN Mapping VHDs and Pass-through Disks for Scaling and Availability A Hyper-V pass-through disk is a physical disk or LU that is mapped or presented directly to the guest OS. Hyper-V pass-through disks normally provide better performance than VHDs, although with the release of Windows Server 2008 Release 2, Microsoft indicates that the baseline performance difference between VHDs and pass-through disks is negligible. 13

18 After the pass-through disk is visible to and offline within the Hyper-V parent partition, it can be made available to the guest virtual machine using the Hyper-V Manager. Pass-through disks have the following characteristics: Must be in the offline state from the Hyper-V parent perspective, except in the case of clustered or highly available virtual machines. Presented as raw disk to the Hyper-V host partition. Cannot be dynamically expanded. Do not allow the capability to take snapshots or utilize differencing disks. Easier to scale to a larger number of virtual machines using pass-through disks because pass-through disks do not require drive letters. The raw disk is formatted and assigned a volume label and drive letter in the guest virtual machine partition. VHD Storage Path With VHDs, all I/O goes through two complete storage stacks, once in the guest virtual machine partition and once in the Hyper-V host partition. This means that the guest application disk I/O request goes through the storage stack within the guest OS and the Hyper-V parent partition file system. Pass-through Disk Storage Path When using the pass-through disk feature, the NTFS file system on the parent partition can be bypassed during disk operations, minimizing CPU overhead and maximizes I/O performance. With pass-through disks, the I/O traverses only one file system, the one in the child partition. Pass-through disks offer higher throughput because only one file system is traversed, thus requiring less code execution. Hitachi Data Systems recommends using pass-through disks when hosting applications with high storage scalability and performance requirements. Figure 7 shows how the pass-through LUs are allocated from the Dynamic Provisioning pools to the mapping within the Hyper-V hosts and down to the actual VMs. 14

19 Figure 7. Pass-through LUN Mapping For more information about storage options when deploying Hyper-V and the best practices for implementing Hyper-V on the Universal Storage Platform, see the Hitachi Universal Storage Platform Family Best Practices with Hyper-V Best Practices Guide white paper. Deploying the Solution This section describes considerations and steps required for deploying a Hyper-V failover cluster on a Universal Storage Platform family storage system. 15

20 Configuring the Hyper-V Servers for Clustering This section provides high-level steps for configuring a Hyper-V Cluster and provides a high-level overview of the steps required for setting up the servers. This solution uses the Node and Disk Majority configuration, in which the servers and a single shared disk resource vote to determine if the cluster is in a high availability state. Keep the following considerations in mind when using Node and Disk Majority configuration: Microsoft and Hitachi Data Systems recommend this configuration for Hyper-V failover clusters with an even number of nodes. A minimum of 500MB is required on the shared disk used as a witness disk. If the witness disk becomes unavailable, more than half of the nodes must be available for the cluster to continue running. For more information, including step-by-step procedures about building a Hyper-V failover cluster, see the Microsoft Download Center article Step-by-Step Guide for Testing Hyper-V and Failover Clustering. To configure your Hyper-V servers for clustering, follow these high-level steps: 1. Install Microsoft Windows Server 2008 R2 x64 Enterprise edition or Microsoft Windows Server 2008 R2 x64 Datacenter on all servers that will form the Hyper-V failover cluster. 2. Ensure that the servers and storage used to deploy the Hyper-V failover cluster are supported by the Microsoft Failover Cluster Configuration Program. For more information, see Microsoft s Failover Clustering Program Overview web site. 3. Configure the proper network connections and also configure the storage system as described in this document. 4. Ensure that either Microsoft MPIO or Hitachi Dynamic Link Manager software is installed on each node in the Hyper-V failover cluster. 5. Configure a shared LU to be accessible to all servers in the cluster to support the Node and Disk Majority configuration. 6. Configure the Hyper-V failover clustering feature by installing this feature on all the servers that will make up the Hyper-V failover cluster. Enable this feature by using Server Manager s Add Features wizard. 7. Use Failover Cluster Manager to create the failover cluster. 8. Run the cluster validation routines as nodes are added to the failover cluster. These routines address any problems that might occur and ensure that all the requirements for a Hyper-V failover cluster are met. For more information about using cluster validation routines with the Hitachi Universal Storage Platform family, see the Best Practices section of this document. 9. Enable the Hyper-V role on each of the nodes that comprise the Hyper-V failover cluster. 10. Add virtual machines to the cluster. For more information, see the Adding VMs to the Hyper-V Failover Cluster section of this paper. 16

21 Configuring the Storage Area Network for Hyper-V Failover Clustering Configure separate zones for each HBA installed in the Hyper-V hosts in the cluster. Configuing Host Storage Groups To use LUN Manager to configure host storage groups and security, follow these steps: 1. In Hitachi Storage Navigator software, select GO > LUN Manager > LUN Manager. The LUN Manager/LU Path & Security window displays. 2. Select a host port by clicking on it. This highlights the host port. 3. Right-click the host port and select LUN Security:Disable->Enable from the pop-up menu. Security for the port is set to enabled. 4. Select a host port by clicking on it. This highlights the host port. 5. Right-click the host port to be used by your application and select Add New Host Group from the popup menu. The Add New Host Group window displays 6. In the Group Name field, enter a name for the Hyper-V cluster node and HBA, preferably one that matches the server name 17

22 7. For the Host Mode field, choose 2C[Windows Extension] from the drop down menu and click OK. 8. Repeat Step 1 through Step 7 for all host groups to be used for the Hyper-V failover cluster. Assigning World Wide Names to Host Groups To assign a world wide name (WWN) to the Hyper-V node host groups, follow these steps: 1. In Hitachi Storage Navigator software, choose GO > LUN Manager > LUN Manager. The LUN Manager/LU Path & Security window displays 2. Expand the tree for the port that hosts the host group to which you want to add a WWN. 3. Select a host group by clicking on it. This highlights the host group. 4. Right-click on the host group name, choose Add New WWN from the pop-up menu. The Add New WWN pop-up menu displays. 18

23 5. Choose a WWN from the WWN drop-down menu. You can manually enter a WWN if it has not been discovered yet. 6. Repeat Steps 1-5 for all Hyper-V host groups in your Hyper-V failover cluster. Note: Ensure that at least two HBA ports on each server are connected to the storage and create host groups with the appropriate WWN of the HBA to configure Fibre Channel connectivity between server and storage. Spread access across different cluster (CL) interfaces to provide best performance, throughput and availability. Creating a Dynamic Provisioning Pool In this scalable Hyper-V architecture, the Dynamic Provisioning pools host the LUs that support the guest virtual machine operating systems running within the Hyper-V failover cluster. In this configuration, data is distributed across all of the hard disk drives (HDDs) in the Dynamic Provisioning pool. This helps to prevent contention for I/O on heavily used LUNs by distributing the usage across all HDDs within the Dynamic Provisioning pool. Hitachi Dynamic Provisioning software requires the following components: Storage Navigator software Hitachi Dynamic Provisioning software license key Hitachi Dynamic Provisioning software enables you to create a Dynamic Provisioning pool that is made up of one or more RAID groups. A Dynamic Provisioning LU does not consume space from the Dynamic Provisioning pool until the host writes to the Dynamic Provisioning LU. Note: If a full format is performed on a Windows volume it will consume all of the space allocated for the volume from the Dynamic Provisioning pool. To create a Dynamic Provisioning pool, follow these steps: 1. In Hitachi Storage Navigator software, select GO > LUN Expansion/VLL > Pool The Pool window displays 2. In the Pool sub-window, right-click the Dynamic Provisioning folder and select New Pool from the pop-up menu. The New Pool dialog box displays. 19

24 3. In the Pool ID field enter a number to identify the pool. Use numbers from that are not in use by another pool. 4. Verify that the settings are correct and click on the Set button. The pool is created but LDEVs must be added before the process is complete. 5. In the Free LDEVs pane, choose values from the LDKC and CU using the drop-down menus. The free LDEVs for that LDKC and CU combination displays. 6. In the Free LDEVs list, select the LDEVs that you want to add to the pool as Pool-VOLs by clicking them. The selected LDEVs are highlighted. 7. Click the Add Pool-VOL button to add the selected LDEVs to the pool. A pop-up window displays asking you to verify your selections 8. Click OK. The selected LDEVs are displayed in the Pool-VOL pane. 9. Click the Apply button. A pop-up window displays asking you to verify the action 10. Click OK. A pop-up displays indicating that the requested operation is complete 11. Click OK. The new Pool-VOLs are added and the pool is ready. 20

25 Creating a Dynamic Provisioning LU To create a Dynamic Provisioning LU, follow these steps: 1. In Hitachi Storage Navigator software, choose GO > LUN Expansion/VLL > V-VOL. The V-VOL window displays. 2. In the pool tree, right-click the Dynamic Provisioning folder and select New V-VOL Group from the pop-up menu. The New V-VOL Group dialog box displays. 3. Choose a V-VOL group ID from the V-VOL Group drop-down menu. The V-VOL group ID can be any number between 1 and that is not already in use. 4. Choose OPEN-V from the Emulation Type drop-down menu if it isn't already selected and click Next. The Create V-VOL dialog box displays. 5. In the Capacity field, enter the size of the V-VOL in megabytes that you want to create. The range of allowable entries is shown to the right of the field 6. In the Number of V-VOLs field, enter the number of V-VOLs that you want to create in this V-VOL Group The range of allowable entries is shown to the right of the field, 7. Click the Set button. The DP-VOLS are added to the V-VOL list. 21

26 8. Click the Next button. The Create V-VOL dialog box displays. 9. In the Volume list, select a volume, choose a value in the Select CU No drop-down menu, and click a cell to select the LDEV number to be assigned to the V-VOL. You can select multiple volumes and LDEV numbers. Note that only the areas displayed in the white cells are available to be assigned to DP-VOLs. After you select an LDEV, it turns blue. If you are prompted for an SSID, contact your Hitachi Data Systems field representative. 10. Click Next. The Create V-VOL Confirmation dialog box displays. 11. Verify that the settings are correct and click OK. The V-VOL dialog box displays. 12. Click Apply and OK to create the V-VOLs. Associating V-VOLs Groups with a Dynamic Provisioning Pool To associate V-VOLs with a Dynamic Provisioning pool, follow these steps: 1. In Hitachi Storage Navigator software, choose GO > LUN Expansion/VLL/V-VOL. The V-VOL dialog box displays. 2. In the V-VOL Group V-VOL tree, select the V-VOL group that contains the V-VOLs that you want to associate with a Dynamic Provisioning pool. 22

27 3. Right-click the V-VOLs you want to associate to a pool and choose Associate V-VOL with Pool from the drop-down menu. The Connect Pool dialog box displays. 4. Highlight the pool ID with which you want to associate the V-VOL group and click Next. The Change Threshold dialog box displays. 5. Select the threshold from the list displayed in the dialog box and click the Set button. The settings are implemented and the V-VOL window displays. 6. Click Apply and OK. These V-VOLs are now Dynamic Provisioning volumes (DP-VOLs) and can now be assigned to the host storage group the same as a standard LDEV. Assigning LUs to a Host Storage Group To assign DP-VOLs as LUs to a host storage group, follow these steps: 1. In Hitachi Storage Navigator software, select GO > LUN Manager. The LUN Manager dialog box displays. 2. Click a host group assigned within a storage port. The right side of the LU Path pane shows unassigned LUNs and the LDEV pane shows the available LDEVs. 23

28 3. Highlight the LDEVs you want to bring into the configuration and click the Add LU Path button. This assigns each LDEV to a corresponding LUN. You can also drag the LDEVs to the desired LUN. 4. Repeat Step 1 through Step 3 for the remaining host groups. The newly configured LUNs appear in blue while the changes are pending. 5. Click the Apply button to implement the pending changes. Best Practices for Scaling Your Environment This section provides best practice recommendations for deploying storage in a Hyper-V failover cluster, including storage validation in the cluster, and Dynamic Provisioning guidelines. Number of Virtual Machines per Standard LU or CSV If you decide to run multiple guest virtual machines on a single VHD or a CSV, understand that the number of virtual machines that can run simultaneously depends on the aggregated capacity and performance requirements of the guest virtual machines. Because all LUs using storage from a particular Dynamic Provisioning pool share their performance and capacity, Hitachi Data Systems recommends dedicating Dynamic Provisioning pools to the Hyper-V failover cluster and not assigning LUs from the same Dynamic Provisioning pool to other non-hyper-v hosts. This prevents the Hyper-V I/O from affecting or being affected by other applications and LUs on the same Dynamic Provisioning pool and makes management simpler. 24

29 Follow these best practices: Create and dedicate Dynamic Provisioning pools to your Hyper-V hosts. Always present a specific LU to all hosts using the same logical host LUN on each host when they are shared within the Hyper-V failover cluster. Each logical host LU on all nodes in the cluster must point to the same physical LU. Create VHDs on the LUs only as needed. Monitor and measure the capacity and performance usage of the Dynamic Provisioning pool with Hitachi Tuning Manager and Hitachi Performance Monitor software. For more information, see the Hyper-V Failover Cluster Storage Management section in this paper. Scaling Dynamic Provisioning Pools Following are suggestions for managing specific Dynamic Provisioning pool capacity and performance situations that might arise: If all of the capacity offered by the Dynamic Provisioning pool is used but performance of the Dynamic Provisioning pool is still able to keep all the I/O within the 20ms response time, add RAID groups to the pool, which adds capacity and performance. If all of the performance offered by the Dynamic Provisioning pool is used but capacity is still available, do not use the remaining capacity by creating more LUs. This leads to even more competition on the Dynamic Provisioning pool and overall performance for the virtual machines residing on this Dynamic Provisioning pool is affected. In this case, leave the capacity unused and add more RAID groups to the pool and therefore more performance resources. Scaling Hyper-V Cluster Deployments Microsoft Hyper-V failover clustering allows you to start with the implementation of a two-node cluster with the ability to incrementally scale up to a 16 node Hyper-V failover cluster. The Universal Storage Platform provides the ease of management and scalability that enables the customer to add additional nodes to the failover cluster. Although Microsoft Hyper-V failover clusters can scale up to 16 nodes, managing a cluster of that size can introduce additional complexity, and management of the cluster can become more difficult as the number of nodes increases. Based on the need for high availability for an application or subset of applications, you might decide to deploy multiple Hyper-V failover clusters to reduce complexity and management challenges. The following sections describe required steps when scaling the Hyper-V failover cluster. Adding Nodes to Hyper-V Failover Cluster To add physical nodes to the failover cluster, follow these steps: 1. Create the zones for the new physical host servers HBAs on the director or dual fabric switch. 2. Create host storage groups on the Hitachi Universal Storage Platform VM using at least two front end ports to provide performance and high availability. 3. Ensure MPIO or Hitachi Dynamic Link Manager multipathing software is installed. 4. Bring the new physical host server into the Hyper-V failover cluster and ensure that all existing cluster disks are available to the new node. 5. Run the Microsoft Cluster Validation program against the cluster and correct any errors introduced by adding the new node into the cluster. 25

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