StarWind iscsi SAN Software: Using StarWind with MS Cluster on Windows Server 2008

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1 StarWind iscsi SAN Software: Using StarWind with MS Cluster on Windows Server Copyright All rights reserved.

2 COPYRIGHT Copyright 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. TRADEMARKS StarWind, and the StarWind and the logos are trademarks of 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 document to assure its accuracy, assumes no liability resulting from errors or omissions in this document, or from the use of the information contained herein. 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 other documents first - you will find answers to most of your questions here or there. If you need further assistance, please contact us.

3 Table of Contents Introduction... 4 Configuring... StarWind Server 6 Preparing... Quorum Volume 6 Preparing... Generic Volume 13 Preparing... Cluster Nodes 21 Node Node Configuring... Microsoft Cluster Service 68 Validate... a Configuration 68 Create... a Cluster 75 Adding New... Shared Disk Resource 82 StarWind... Target 82 Node Node Copyright All rights reserved. 3

4 Guide Introduction Software clustering technology enables you to make several servers to work as a unit. Various cluster configurations can be implemented. One of the most frequently used configurations is the failover cluster. This configuration assumes that if one of the cluster nodes fails, the reserved node automatically brings online, serving the applications. With that the workflow remains uninterrupted and secured. Failover cluster configuration includes two (or more) server nodes that share an external storage. Based on the iscsi technology, StarWind Softwafe Inc. StarWind enables to create an external storage in Windows environment without implementation of expensive FC or external SCSI solutions. With StarWind you can create a shared disk array on a host running Microsoft Windows. Copyright All rights reserved. 4

5 This document gives you detailed step-by-step instructions on StarWind configuring for failover clusters. Copyright All rights reserved. 5

6 Configuring StarWind Server Preparing Quorum Volume Launch the StarWind Management Console selecting Start -> All Programs -> -> StarWind -> StarWind. After the console is launched its icon appears in the system tray. Double click the icon with the left mouse button or single click it with the right and select Start Management pop-up menu item. From the StarWind Servers tree please select the computer you wish to connect to. Press the right mouse button over the desired host (computer) and select the Connect menu item. You will be prompted to enter the login and password. Default ones are: root, starwind. You can always change them later. After you have successfully connected to the StarWind Service, please click the right mouse button over the desired host (computer) and select Add Target pop-up menu item. In the wizard that appears, select a target name. The name must be a unique name by which the device will be declared to the iscsi initiators connecting to StarWind over an IP network. Press the Next button to continue. Copyright All rights reserved. 6

7 Select Image File device. Press the Next button to continue. Copyright All rights reserved. 7

8 Select Create new virtual disk to create a new virtual hard disk or Mount existing virtual disk to mount an existing virtual disk that you ve prepared before. Press the Next button to continue. Copyright All rights reserved. 8

9 If you have decided to create a new virtual disk please specify the location and the name of the virtual disk you wish to be created. Also you have to provide the virtual disk size in megabytes. Check any additional parameters of the virtual disk you wish to create. Please refer to the online help for details regarding those additional parameters (Compressed and Encrypted). Press the Next button to continue. Copyright All rights reserved. 9

10 Image File device has some extra parameters. Check Allow multiple concurrent iscsi connections (clustering) checkbox. Please refer to the online help for details regarding those additional parameters (Asynchronous mode, Allow multiple connections (clustering), Read-only mode and Specify advanced options). Press the Next button to continue. Copyright All rights reserved. 10

11 Check the device parameters are correct. Press the Back button should any changes be required. Press the Next button to continue. Copyright All rights reserved. 11

12 A summary of the created device is displayed on the last wizard page (see image below). Press the Finish button to close the wizard. Copyright All rights reserved. 12

13 Preparing Generic Volume Click the right mouse button over the host and select Add Target pop-up menu item. In the wizard that appears, select a target name. The name must be a unique name by which the device will be declared to the iscsi initiators connecting to StarWind over an IP network. Press the Next button to continue. Copyright All rights reserved. 13

14 Select Image File device. Press the Next button to continue. Copyright All rights reserved. 14

15 Select Create new virtual disk to create a new virtual hard disk or Mount existing virtual disk to mount an existing virtual disk that you ve prepared before. Press the Next button to continue. Copyright All rights reserved. 15

16 If you have decided to create a new virtual disk please specify the location and the name of the virtual disk you wish to be created. Also you have to provide the virtual disk size in megabytes. Check any additional parameters of the virtual disk you wish to create. Please refer to the online help for details regarding those additional parameters (Compressed and Encrypted). Press the Next button to continue. Copyright All rights reserved. 16

17 Image File device has some extra parameters. Check Allow multiple concurrent iscsi connections (clustering) checkbox. Please refer to the online help for details regarding those additional parameters (Asynchronous mode, Allow multiple connections (clustering), Read-only mode and Specify advanced options). Press the Next button to continue. Copyright All rights reserved. 17

18 Check the device parameters are correct. Press the Back button should any changes be required. Press the Next button to continue. Copyright All rights reserved. 18

19 A summary of the created device is displayed on the last wizard page (see image below). Press the Finish button to close the wizard. Copyright All rights reserved. 19

20 If successful, the StarWind Console should look like the sample image provided below. Copyright All rights reserved. 20

21 Preparing Cluster Nodes Node 1 Configuring iscsi initiator Launch the Microsoft iscsi Software Initiator application Administrative Tools -> iscsi Initiator Select the Discovery Tab. Copyright All rights reserved. 21

22 In the Target Portals group, click the Add Portal... button. Press the Add Portal... button. Copyright All rights reserved. 22

23 In the Add Target Portal dialog enter IP address or DNS name of the StarWind target server. Press the OK button to continue. Copyright All rights reserved. 23

24 Click on the Targets tab. Select the IQN of the target just added. Press the Log On button. Copyright All rights reserved. 24

25 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. Press the OK button to continue. Press the OK button to continue. Copyright All rights reserved. 25

26 If successful, the initiator is now logged on to StarWind. Copyright All rights reserved. 26

27 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. Copyright All rights reserved. 27

28 Bring disks online. Press the right mouse button over the disk and select Online. Copyright All rights reserved. 28

29 Copyright All rights reserved. 29

30 Initialize the Disks. Press the right mouse button over the Disk and select Initialize Disk. Follow the wizard to initialize the new disks. Copyright All rights reserved. 30

31 Press the OK button to continue. Copyright All rights reserved. 31

32 Both disks have now been initialized. Copyright All rights reserved. 32

33 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. Copyright All rights reserved. 33

34 New Simple Volume Wizard appears. Press the Next button to continue. Copyright All rights reserved. 34

35 Specify new volume size in megabytes. Press the Next button to continue. Copyright All rights reserved. 35

36 Choose the Drive Letter to assign. Press the Next button to continue. Copyright All rights reserved. 36

37 Specify format options. Provide the Volume Label. Press the Next button to continue. Copyright All rights reserved. 37

38 Check the settings are correct. Press the Back button should any changes be required. Press the Finish button to close the wizard. Copyright All rights reserved. 38

39 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. Copyright All rights reserved. 39

40 New Partition Wizard appears. Press the Next button to continue. Copyright All rights reserved. 40

41 Specify new volume size in megabytes. Press the Next button to continue. Copyright All rights reserved. 41

42 Choose the Drive Letter to assign. Press the Next button to continue. Copyright All rights reserved. 42

43 Specify format options. Provide the Volume Label. Press the Next button to continue. Copyright All rights reserved. 43

44 Check the settings are correct. Press the Back button should any changes be required. Press the Finish button to close the wizard. Copyright All rights reserved. 44

45 If successful, both of the disks are now formatted as shown in the example image below. Copyright All rights reserved. 45

46 Installing Failover Clustering Feature Launch the Computer Management console. Select Features node from the list. Click the Add Features to continue. Copyright All rights reserved. 46

47 Add Features Wizard appears. Check the Failover Clustering feature. Press the Next button to continue. Copyright All rights reserved. 47

48 Check that the parameters are correct. Press the Previous button should any changes be required. Complete the installation of the Failover Clustering Feature by pressing the Install button. Copyright All rights reserved. 48

49 If the feature is successfully installed, the wizard should look similar to the example image below. Press the Close button. Shut down the server. Copyright All rights reserved. 49

50 Node 2 Configuring iscsi initiator Launch the Microsoft iscsi Software Initiator application Administrative Tools -> iscsi Initiator Select the Discovery Tab. Copyright All rights reserved. 50

51 In the Target Portals group, click the Add Portal... button. Press the Add Portal... button. Copyright All rights reserved. 51

52 In the Add Target Portal dialog enter IP address or DNS name of the StarWind target server. Press the OK button to continue. Copyright All rights reserved. 52

53 Click on the Targets tab. Select the IQN of the target just added. Press the Log On button. Copyright All rights reserved. 53

54 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. Press the OK button to continue. Press the OK button to continue. Copyright All rights reserved. 54

55 If successful, the initiator is now logged on to StarWind. Copyright All rights reserved. 55

56 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. Copyright All rights reserved. 56

57 Bring disks online. Press the right mouse button over the disk and select Online. Copyright All rights reserved. 57

58 Copyright All rights reserved. 58

59 The picture below shows that Windows has automatically assigned Drive Letters to the mounted volumes. As these are local drive letters they may not be the same as we have assigned to these volumes on the first node. However, as 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... Copyright All rights reserved. 59

60 Change the Drive Latter for the Quorum to Q. Copyright All rights reserved. 60

61 Press the right mouse button over the Generic volume. Select Change Drive Letter and Paths... Copyright All rights reserved. 61

62 Change the Drive Latter for the Generic to R. Copyright All rights reserved. 62

63 If successful, the Computer Management console should look like the sample image provided below. Copyright All rights reserved. 63

64 Installing Failover Clustering Feature Launch the Computer Management console. Select Features node from the list. Click the Add Features to continue. Copyright All rights reserved. 64

65 Add Features Wizard appears. Check the Failover Clustering feature. Press the Next button to continue. Copyright All rights reserved. 65

66 Check that the parameters are correct. Press the Previous button should any changes be required. Complete the installation of the Failover Clustering Feature by pressing the Install button. Copyright All rights reserved. 66

67 If the feature is successfully installed, the wizard should look similar to the example image below. Press the Close button. Shut down the server. Copyright All rights reserved. 67

68 Configuring Microsoft Cluster Service Validate a Configuration Start both Cluster Node 1 Server and Cluster Node 2 Server. Launch the Failover Cluster Management console selecting Administrative Tools>Failover Cluster Management. After the management console is launched please click Validate a Configuration... item to ensure that the configuration is suitable for failover clustering. Copyright All rights reserved. 68

69 Validate a Configuration Wizard appears. Press the Next button to continue. Copyright All rights reserved. 69

70 Add the names of servers you wish to use as cluster nodes. Press the Next button to continue. Copyright All rights reserved. 70

71 Select Run all tests (recommended) for testing the complete configuration. Press the Next button to continue. Copyright All rights reserved. 71

72 Check the parameters are correct. Press the Previous button should any changes be required. Press the Next button to continue. Copyright All rights reserved. 72

73 If all of the tests are successful, the wizard should look similar to the example image below. Copyright All rights reserved. 73

74 If successful, the wizard should look like the example picture provided below. Press the Finish button. Copyright All rights reserved. 74

75 Create a Cluster It is now time to create the cluster. Click Create a Cluster item from the Actions panel shown on the right. Copyright All rights reserved. 75

76 Create a Cluster Wizard appears. Press the Next button to continue. Copyright All rights reserved. 76

77 Add the names of servers you wish to use as cluster nodes. Press the Next button to continue. Copyright All rights reserved. 77

78 Specify Cluster Name and Cluster IP address. Press the Next button to continue. Copyright All rights reserved. 78

79 Check the parameters are correct. Press the Previous button should any changes be required. Press the Next button to continue. Copyright All rights reserved. 79

80 If successful, the wizard should look like the example picture provided below. Press the Finish button. Copyright All rights reserved. 80

81 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. Copyright All rights reserved. 81

82 Adding New Shared Disk Resource StarWind Target Click the right mouse button over the host and select Add Target pop-up menu item. In the wizard that appears, select a target name. The name must be a unique name by which the device will be declared to the iscsi initiators connecting to StarWind over an IP network. Press the Next button to continue. Copyright All rights reserved. 82

83 Select Image File device. Press the Next button to continue. Copyright All rights reserved. 83

84 Select Create new virtual disk to create a new virtual hard disk or Mount existing virtual disk to mount an existing virtual disk that you ve prepared before. Press the Next button to continue. Copyright All rights reserved. 84

85 If you have decided to create a new virtual disk please specify the location and the name of the virtual disk you wish to be created. Also you have to provide the virtual disk size in megabytes. Check any additional parameters of the virtual dsik you wish to create. Please refer to the online help for details regarding those additional parameters (Compressed and Encrypted). Press the Next button to continue. Copyright All rights reserved. 85

86 Image File device has some extra parameters. Check Allow multiple concurrent iscsi connections (clustering) checkbox. Please refer to the online help for details regarding those additional parameters (Asynchronous mode, Allow multiple connections (clustering), Read-only mode and Specify advanced options). Press the Next button to continue. Copyright All rights reserved. 86

87 Check the device parameters are correct. Press the Back button should any changes be required. Press the Next button to continue. Copyright All rights reserved. 87

88 A summary of the created device is displayed on the last wizard page (see image below). Press the Finish button to close the wizard. Copyright All rights reserved. 88

89 Node 1 Launch the Microsoft iscsi Software Initiator application Administrative Tools -> iscsi Initiator. Click on the Targets tab. Select the IQN of the target just added. Press the Log On button. Copyright All rights reserved. 89

90 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. Press the OK button to continue. Copyright All rights reserved. 90

91 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. Bring disk online. Press the right mouse button over the disk and select Online. Copyright All rights reserved. 91

92 Initialize the Disk. Press the right mouse button over the Disk and select Initialize Disk. Follow the wizard to initialize the new disk. Copyright All rights reserved. 92

93 Press the OK button to continue. Copyright All rights reserved. 93

94 The disk has now been initialized. 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 spool disk. Copyright All rights reserved. 94

95 New Simple Volume Wizard appears. Press the Next button to continue. Copyright All rights reserved. 95

96 Specify new volume size in megabytes. Press the Next button to continue. Copyright All rights reserved. 96

97 Choose the Drive Letter to assign. Press the Next button to continue. Copyright All rights reserved. 97

98 Specify format options. Provide the Volume Label. Press the Next button to continue. Copyright All rights reserved. 98

99 Check the settings are correct. Press the Back button should any changes be required. Press the Finish button to close the wizard. Copyright All rights reserved. 99

100 If successful, the disk is now formatted as shown in the example image below. Shut down the node. Copyright All rights reserved. 100

101 Node 2 Launch the Microsoft iscsi Software Initiator application Administrative Tools -> iscsi Initiator. Click on the Targets tab. Select the IQN of the target just added. Press the Log On button. Copyright All rights reserved. 101

102 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. Press the OK button to continue. Copyright All rights reserved. 102

103 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. Bring disks online. Press the right mouse button over the disk and select Online. Copyright All rights reserved. 103

104 The picture below shows that Windows has automatically assigned Drive Letters to the mounted volumes. As these are local drive letters they may not be the same as we have assigned to these volumes on the first node. However, as 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 Spool volume. Select Change Drive Letter and Paths... Copyright All rights reserved. 104

105 Change the Drive Latter for the Spool to S. Copyright All rights reserved. 105

106 If successful, the Computer Management console should look like the sample image provided below. Copyright All rights reserved. 106

107 Launch the Failover Cluster Management console. Click on Storage node. Click Add a Disk item from the Actions panel shown on the right. Copyright All rights reserved. 107

108 Add Disks to a Cluster dialog appears. Select the disk to add. Press the OK button to continue. Copyright All rights reserved. 108

109 When completed, the disk is now a cluster disk. Copyright All rights reserved. 109

110 Start the other servers in the cluster. Copyright All rights reserved. 110

111 Contacts Support: Support Forum: Sales US Headquarters Direct phone number: Fax: EMEA, APAC Direct phone numbers: Voice Mail: Inc. 40 Mall Rd., Burlington MA 01803, USA Copyright All rights reserved. 111

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