Live Migration across data centers and disaster tolerant virtualization architecture with HP Cluster Extension and Microsoft Hyper-V

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1 Live Migration across data centers and disaster tolerant virtualization architecture with HP Cluster Extension and Microsoft Hyper-V Technical white paper Table of contents Executive summary... 3 Applicability and definitions... 3 Target audience... 4 Introduction to Cluster Extension (CLX)... 4 Server virtualization... 6 Benefits of virtualization... 7 Introduction to Hyper-V... 7 Introduction to Hyper-V live migration... 7 Enabling Live Migration across data center sites The CLX value add... 8 Multi-site Live Migration Benefits... 9 HP-supported configuration/hardware for Windows Server 2008 and above... 9 Server support... 9 Storage support... 9 Hyper-V Implementation considerations Disk performance optimization Storage options in Hyper-V Cluster Shared Volumes (CSV) Hyper-V integration services Memory usage maximization Network configurations Live Migration Implementation considerations Live Migration A managed operation Virtual Machine and LUN Mapping Considerations Distance considerations Storage replication groups per VM considerations CLX and Hyper-V scenarios Scenario A: Disaster recovery and high availability for virtual machine Scenario B: Disaster recovery and high availability for virtual machine and applications hosted by virtual machine Scenario C: Failover cluster between virtual machines Step-by-step guide to deploy CLX Solution Deploying Windows Server 2008 Hyper-V Installing Hyper-V role Creating geographically-dispersed MNS cluster Configuring network for virtual machine... 21

2 Provisioning storage for a virtual machine Creating and configuring virtual machine Configuring Cluster Extension software Making a Virtual Machine highly available Creating a CLX resource Set the dependency Test failover or quick migration Appendix A: Bill of materials References... 33

3 Executive summary Server virtualization, also known as hardware virtualization, is a hot topic in the information technology (IT) world because of the potential for serious economic benefits. Server virtualization enables multiple operating systems to run on a single physical machine as virtual machines (VMs). With server virtualization, you can consolidate workloads across multiple underutilized server machines onto a smaller number of machines. Fewer physical machines can lead to reduced costs through lower hardware, energy, and management overhead, plus the creation of a more dynamic IT infrastructure. Windows Server 2008 Hyper-V, the next-generation Hyper-Visor-based server virtualization technology, is available as an integral feature of Windows Server 2008 and enables you to implement server virtualization with ease. One of the key use cases of Hyper-V is to achieve Business Continuity and disaster recovery through complete integration with Microsoft Failover Cluster. The natural extension of this ability is to complement this feature with the HP products like HP Cluster Extension and HP Continuous Access/3PAR Remote Copy to achieve comprehensive and robust multi-site disaster recovery and high availability solution. This also allows you to utilize Hyper-V R2 in combination with Cluster Extension to migrate VMs live across data centers, between servers and storage systems, without affecting user access significantly. This paper briefly touches upon the Hyper-V and Cluster Extension (CLX) key features, functionality, best practices, and various use cases. It also objectively describes the various scenarios in which Hyper-V and CLX complement each other to achieve the highest level of disaster tolerance. This paper concludes with the step-by-step details for creating a CLX solution in Hyper-V environment from scratch. There are many references also provided for referring to relevant technical details. Applicability and definitions This document is applicable for implementing HP Cluster Extension Software on EVA and XP on Microsoft Hyper-V platform. The following table list acronyms used in this document and their definitions: CLX P9000 CLX P6000 CLX MNS MSCS OS HP Storage SCVMM Hyper-V Host OS Guest OS 3PAR CLX Cluster Extension HP Cluster Extension Software for P9000 HP Cluster Extension Software for P6000 Majority Node Set Microsoft Cluster Service Operating System XP and EVA Microsoft Systems Center Virtual Machine Manager Virtualization technology from Microsoft The physical server on which Hyper-V is installed Virtual Machine created on Host OS HP 3PAR Cluster Extension 3

4 Figure 1: Hyper-V terminology Virtual Machine Guest OS/Guest partition/ Child partition Host OS/Host partition Hyper - V server Target audience This document is for anyone who plans to implement Cluster Extension on a multi-site or stretched cluster with array based HP Continuous Access or HP 3PAR Remote Copy solution in a Hyper-V environment. The document describes Hyper-V configuration on HP ProLiant servers, explains how to create a virtual machine, details method of adding a virtual machine to a Failover Cluster, and finally mentions the CLX supported scenario with an example. To learn more about Cluster Extension, please see the documentation available on the Cluster Extension Website ( using the Technical documentation link under Support. Introduction to Cluster Extension (CLX) HP Cluster Extension (CLX) software offers protection against system downtime from fault, failure, and disasters. It enables flawless integration of the remote mirroring capabilities of HP Continuous Access or Remote Copy with the high-availability capabilities provided by clustering software in Windows. This extended-distance solution allows for more robust disaster recovery topologies as well as automatic failover, failback, and redirection of mirrored pairs for a true disaster tolerant solution. CLX provides efficiency that preserves operations and delivers investment protection. The CLX solution monitors and recovers disk- pair synchronization on an application or VM level and offloads data replication tasks from the host. CLX automates the time-consuming, labor-intensive processes required to verify the status of the storage as well as the server cluster, thus allowing the correct failover and failback decisions to be made to reduce downtime. HP Cluster Extension offers protection against application downtime from fault, failure, and disasters by extending a local cluster between data centers over large geographical distances. To summarize, the key features of CLX are as follows: Protection against transaction data loss: The application cluster is extended over two sites and the storage is replicated at the second site using array-based replication methodology. The data, therefore, exists ubiquitously with virtually no difference (depending on the replication method) in the data storage of site A and site B. No Single Point of Failure (SPOF) solution to increase the availability of company and customer data. 4

5 Fully automatic failover and failback: Automatic failover and failback reduces the complexity involved in a disaster recovery situation. It is protection against the risk of downtime, whether planned or unplanned. No server reboot during failover: Disks on the server on both the primary and secondary sites are recognized during the initial system boot in a CLX environment. Therefore, LUN presentation and LUN mapping changes are not necessary during failover or failback for a truly hand-free disaster tolerant solution. No single point of failure: Identical configuration of established SAN infrastructure redundancies is implemented on site B, providing supreme redundancy. MSCS Majority Node Set integration: CLX Windows uses the Microsoft Majority Node Set (MNS) and Microsoft File Share Witness (FSW) quorum feature that is available in Windows since Microsoft Windows Server These quorum models provide protection against split-brain situations without the single point of failure of a traditional Quorum disk. Split-brain syndrome occurs when the servers at one site of the stretched cluster lose all connection with the servers at the other site and the servers at each site form independent clusters. The serious consequence of the split-brain is corruption of business data, because data is no longer consistent. EVA/P6000 array family support: The entire EVA array family is supported on either end of the Disaster Tolerant configuration. Whether repurposing legacy units or simply adding newer generation units to an existing CLX EVA configuration, both sites are covered. See the Software Support section for configuration requirements. XP/P9000 array family support: The entire range of XP arrays is supported on either end of the disaster tolerant configuration, which includes P9500, XP24000/20000, XP1 2000/ For support details, refer to SPOCK website. 3PAR/P10000 array family support: The entire range of 3PAR arrays is supported. Please refer to SPOCK website for details. One of the failover use cases of CLX is described in the below figures. Before site failure: Applications or VMs are hosted on the primary site and the business critical data is replicated to the recovery site for disaster recovery. Figure 2: Before site failure Arbitrator Node App A App B Quorum Microsoft Failover Cluster App A App B Continuous Access Primary Site Recovery Site 5

6 After Site Failure: CLX automates the application or VM storage failover and change in replication direction in conjunction with Microsoft Clustering solution achieving Business Continuity and High Availability. Figure 3: After site failure Arbitrator Node App A Microsoft Failover Cluster App B Quorum Automated by CLX App A Continuous Access App B Primary Site Recovery Site Server virtualization In the computing realm, the term virtualization refers to presenting a single physical resource as many individual logical resources (such as platform virtualization), as well as making many physical resources appear to function as a singular logical unit (such as resource virtualization). A virtualized environment may include servers and storage units, network connectivity and appliances, virtualization software, management software, and user applications. A virtual server, or VM, is an instance of some operating system platform running on any given configuration of server hardware, centrally managed by a Virtual Machine Manager, or hypervisor, and consolidated management tools. 6

7 Figure 4: Server virtualization Virtual Machine Virtual Machine Virtual Machine Virtual Machine Virtualized server Virtualization Manager Benefits of virtualization Virtualized infrastructure can benefit companies and organizations of all sizes. Virtualization greatly simplifies a physical IT infrastructure to provide greater centralized management over your technology assets and better flexibility over the allocation of your computing resources. This enables your business to focus resources when and where they are needed most, without the limitations imposed by the traditional one computer per box model. Virtualization enables you to create VMs that share hardware resources and transparently function as individual entities on the network. Consolidating servers as VMs on a small number of physical computers can save money on hardware costs and make centralized server management easier. Server virtualization also makes backup and disaster recovery simpler and faster, providing for a high level of business continuity. In addition, virtual environments are ideal for testing new operating systems, service packs, applications, and configurations before rolling them out on a production network. Introduction to Hyper-V Windows Server 2008 Hyper-V, the next-generation Hyper-Visor-based server virtualization technology, is available as an integral feature of Windows Server 2008 and enables you to implement server virtualization with ease. Hyper-V allows you to make the best use of your server hardware investments by consolidating multiple server roles as separate virtual machines (VMs) running on a single physical machine. With Hyper-V, you can also efficiently run multiple different operating systems Windows, Linux, and others in parallel, on a single server, and fully leverage the power of x64 computing. Hyper-V offers great advantage in certain scenarios like Server Consolidation, Business Continuity, and Disaster Recovery through complete integration with Microsoft Failover Cluster, Testing and deployment through its inherent ease and scaling capability, and so on. For more details on Hyper-V technology, refer to Microsoft page at Introduction to Hyper-V live migration Hyper-V Live Migration is integrated with Windows Server 2008 R2 Hyper-V and Microsoft Hyper-V Server 2008 R2. Using the feature allows you to move running VMs from one Hyper-V physical host to another without any disruption of service or perceived downtime. Moving running VMs without downtime provides better agility in a data center in terms of performance, scaling, and efficient consolidation without affecting users. It also reduces cost and increases productivity. 7

8 Windows Server 2008 Hyper-V and Windows Server 2008 R2 Hyper-V also offers a feature called Quick Migration. Live migration and Quick Migration both move running VMs from one Hyper-V physical computer to another. The difference is Quick Migration saves, moves, and restores VMs, which results in some downtime. The Live Migration process uses a different mechanism for moving the running VM to the new physical computer. The various Live Migration steps are summarized as follows: 1. When Live Migration operation is initiated, all VM memory pages are transferred from the source Hyper-V physical computer to the destination Hyper-V physical computer. The VM is pre-staged at the destination Hyper-V physical computer. 2. Clients continue to access the original VM, which results in memory being modified. Hyper-V tracks changed data, and re-copies incremental changes to the destination Hyper-V physical computer. Subsequent passes get faster as the data set is smaller. 3. When the data set is very small, Hyper-V pauses the VM and suspends operations completely at the source Hyper-V physical computer. Hyper-V moves the VM to the destination Hyper-V physical computer and the VM resumes operations at the destination host. This window is very small and happens within the TCP/IP timeout window. Clients accessing the VM perceive the migration as live. 4. The VM is online on the destination Hyper-V physical computer and clients are redirected to the new host. This makes live migrations of VMs preferable as users have uninterrupted access to the migrating VM. Because a live migration completes in less time than the TCP timeout for the migrating VM, users experience no outage for the migrating VM during steps 3 and 4 of the migration. The TCP timeout is a time window and if the operations are performed within this time window, the reconnection of the client to the VM (and therefore the application hosted within VM) is not necessary. Achieving step 3 and 4 within TCP timeout window is critical for the process of live migration to be successful in the sense of uninterrupted access to the VM. Enabling Live Migration across data center sites The CLX value add The Hyper-V Live Migration process as explained above does not involve any step related to storage, thereby making it mandatory to have shared storage access to all the hosts. This means that VM data is stored on a SAN storage LUN and is provisioned to all physical hosts in the cluster. This solution works perfectly fine in a single data center cluster solution, but how about a solution that is spread across sites? This is usually the situation in multi-site disaster recovery solutions where a cluster is stretched across sites and each site has a dedicated storage array. The data is made available on both the sites using storage array-based data replication solutions like Continuous Access. This is where CLX as a product adds a great value. As explained in the introduction section, CLX seamlessly integrates with Failover Clustering and enables storage-level failovers as part of cluster resource movement across sites. Thereby it extends High Availability and Business Continuity to the Multi-site Disaster Recovery solution. However, to enable Hyper-V Live Migration across sites CLX had to fulfill additional requirements such as: 1. Develop a mechanism in CLX to be aware of the Hyper-V Live Migration process while continuing to be seamlessly integrated in the Failover Clustering solution 2. Perform storage failover as part of the VM Live Migration process 3. Achieve the storage failover related operation within the TCP timeout window without impacting the VM Live Migration process 4. Manage the storage layer related unfavorable conditions for a VM live migration CLX was re-architected and developed to address these requirements. Now CLX can be used to live migrate a VM from one site to other, across the hosts within the stretched Microsoft Failover cluster and across the replicated arrays at the same time without any perceived VM downtime. Besides this, there is absolutely no change in how CLX is installed, integrated into cluster, and configured from previous versions. In summary, CLX enables Hyper-V Live Migration across sites, servers, and storage in a completely transparent manner, without any need of learning new products or practices. This feature in CLX and Live Migration enhances the fundamental benefits of Hyper-V live migrations as explained in the section below. 8

9 Multi-site Live Migration Benefits Live Migration-integration of CLX into Microsoft Failover Clustering provides much greater flexibility and agility for your computing environment. It enhances the benefits derived through server virtualization. Some of the key benefits are: 1. Zero downtime maintenance The ability to move a VM from one server to other without any downtime takes away one of the biggest headache from an IT administrator and that is planning a maintenance (downtime) window. With the CLX Live Migration solution updating firmware, HBA, Server, etc. can be performed for a server or servers within a data center without having to worry about user disruption. Now, it is possible to do virtually any maintenance work in and around a data center at regular working hours without impacting end-users. 2. Zero Downtime Load Balancing CLX Live Migration can help enhance the performance of a given solution through zero downtime load balancing. A VM can be migrated to another site, server, or storage depending on the resource utilization and availability. For example, a VM can be migrated to a storage system in the remote data center site depending on IOPS, cache utilization, response time, power consumption, and the like. 3. Follow the Sun data center access model In a solution where users of a given application are spread across the globe, working in different time zones, the productivity is enhanced to a great extent if an application is closer to the users. This is also known as Follow The Sun/Moon computing. Hyper-V Live Migration and CLX takes first step to make this possible by providing the ability to move VMs and application within and across data centers such that it is closest to user for faster/reliable access. 4. No Additional Learning Cost Using CLX and Hyper-V Live Migration, all the operations like failover/failback across sites, servers and storage, live migration, quick migration, VM and CLX configurations etc can be performed through a well know management software i.e., Microsoft Failover Cluster GUI or Microsoft SCVMM. There is no need to learn many different tools/products and their respective features/limitations. HP-supported configuration/hardware for Windows Server 2008 and above This section covers the HP hardware and related components for Windows Server 2008 Hyper-V. As a pre-requisite step, it is important to ensure that hardware components are officially supported by HP. Though this document lists down supported servers and HP Storage arrays, as a best practice it is recommended that support streams should be reviewed for latest information. Support streams list support for various other solution components like Host Bus Adapters (HBA), Network Interface Cards (NIC), and so on. The various available resources are listed in the references section at the end of this document. Alternatively, get in touch with your local HP account or service representative for definitive information about supported HP configurations. Server support Refer to the HP white paper available at the following link to identify the supported HP server for Hyper-V. It also covers various other supported components like HBA, NIC, and Storage controllers. Also covered are the various steps to enable the hardware-assisted virtualization for Hyper-V Storage support Refer to the link below for a detailed list of HP storage products supported with Windows Hyper-V 9

10 Hyper-V Implementation considerations Disk performance optimization Hyper-V offers two different kinds of disk controllers, IDE and SCSI controllers. Both have their distinct advantages and disadvantages. IDE controllers are the preferred choice because they provide the highest level of compatibility for a large range of guest operating systems. However, SCSI controllers can enable a virtual SCSI bus to provide multiple transactions simultaneously. If the workload is disk intensive, consider using only virtual SCSI controllers if the guest OS supports that configuration. If this is not possible, add additional SCSI connected VHDs. It is more effective to select SCSI-connected VHDs that are stored on separate physical spindles or arrays on the host server. Storage options in Hyper-V Virtual Hard Disk (VHD) choices There are three types of VHD files. The performance characteristics and tradeoffs of each VHD type are discussed below. Dynamically expanding VHD Space for the VHD is allocated on demand. The blocks in the disk start as zeroed blocks, but are not backed by any actual space in the file. Reads from such blocks return a block of zeros. When a block is first written to, the virtualization stack must allocate space within the VHD file for the block and then update the metadata. This increases the number of necessary disk I/Os for the write and increases CPU usage. Reads and writes to existing blocks incur both disk access and CPU overhead when they access the block mapping in the metadata. Fixed-size VHD Space for the VHD is first allocated when the VHD file is created. This type of VHD is less apt to fragment, which reduces the I/O throughput when a single I/O is split into multiple I/Os. It has the lowest CPU overhead of the three VHD types because reads and writes do not need to look up the block mapping. Differencing VHD The VHD points to a parent VHD file. Any writes to blocks never written to before cause the space to be allocated in the VHD file, as with a dynamically expanding VHD. Reads are serviced from the VHD file if the block has been written to. Otherwise, they are serviced from the parent VHD file. In both cases, the metadata is read to determine the mapping of the block. Reads and writes to this VHD can consume more CPU resources and result in more I/Os than a fixed-sized VHD. Pass-through disk One of the storage configuration options in Hyper-V child partitions is the ability to use pass-through disks. While the former options all have referred to VHD files that are files on the file system of the parent partition, a pass-through disk routes a physical volume from the parent to the child partition. The volume must be configured offline on the parent partition for this operation. This simplifies the communication and by design, the pass-through disk overhead is lower than the overhead with VHDs. However, Microsoft has invested in enhancing the fixed-size VHD performance, which has significantly reduced the performance differential. Therefore, the more relevant reason to choose one over the other should be based on the size of the data sets. If there is a need to store very large data sets, a pass-through disk is typically the more practical choice. In the virtual machine, the pass-through disk would be attached either through an IDE controller or through a SCSI controller. Note: When presenting a pass-through disk, the disk should remain offline on the host OS. This prevents host and guest OS from using the pass-through disks simultaneously. Pass-through disks do not support VHD-related features, like VHD Snapshots, dynamically expanding VHDs, and differencing VHD. 10

11 Cluster Shared Volumes (CSV) With Windows Server 2008 R2, Hyper-V uses CSV storage to simplify and enhance shared storage usage. CSV enables multiple Windows Servers to access SAN storage using a single consistent namespace for all volumes on all hosts. Multiple hosts can access the same Logical Unit Number (LUN) on SAN storage. CSV enables faster live migration and easier storage management for Hyper-V when used in a cluster configuration. Cluster Shared Volumes is available as part of the Windows Failover Clustering feature of Windows Server 2008 R2. Hyper-V integration services The integration services provided with Hyper-V are critical to incorporate into the general practices. These drivers improve performance when virtual machines make calls to the hardware. After installing a guest operating system, be sure to install the latest drivers. Integration services target very specific areas that enhance the functionality or management of supported guest operating systems. Periodically check for integration service updates between the major releases of Hyper-V. Memory usage maximization In general, allocate as much memory to a virtual machine as you would for the same workload running on a physical machine without wasting physical memory. If you know how much RAM is needed to run a guest OS with all required applications and services, begin with this amount. Be sure to include a small amount of additional memory for virtualization overhead. 64 MB is typically sufficient. Insufficient memory can create many problems including excessive paging within a guest OS. This issue can be confusing because it might appear to be that the problem is with the disk I/O performance. In many cases, the primary cause is because an insufficient amount of memory has been assigned to the virtual machine. It is very important to be aware of the application and service needs before making changes throughout a data center. The various Sizing considerations can be reviewed at this Hyper-V sizing white paper. Network configurations Virtual network configurations are configured in the Virtual Network Manager in the Hyper-V GUI or in the System Center virtual machine Manager in the properties of a physical server. There are three types of virtual networks: External: An external network is mapped to a physical NIC to allow virtual machines access to one of the physical networks that the parent partition is connected. Essentially, there is one external network and virtual switch per physical NIC. Internal: An internal network provides connectivity between virtual machines, and between virtual machines and the parent partition. Private: A private network provides connectivity between virtual machines only. The solution network requirements for the specific scenarios should be understood before configuring the network of various types. 11

12 Live Migration Implementation considerations Besides the Hyper-V-specific implementation considerations, a few Live Migration-specific considerations are summarized below: Live Migration A managed operation Live migration is a managed failover operation of VM resources. Meaning, it should be performed when all the solution components are in a healthy state. All the servers and systems are running and all the links are up. It is recommended to ensure that the underlying infrastructure is in healthy state before performing a live migration. However, CLX does have the capability of discovering any storage level conditions unfavorable for performing live migrations. In response to such a situation, CLX stops/cancels live migration process and informs the user. This is also handled in a way that it does not cause VM downtime. For example, if a live migration is initiated while VM data residing on the storage arrays is still merging and the data between both storage arrays is not in sync, CLX proactively cancels the live migration and informs the user to wait until the merge is finished. In the absence of this feature, it would be possible that a live migration fails or the VM comes online in the remote data center with inconsistent data. Networking Considerations: There should be a dedicated network configured in a cluster for live migration traffic. It is recommended to dedicate a 1 Gigabit Ethernet connection for the live migration network between cluster nodes to transfer the large number of memory pages typical for a virtual machine. Configure all hosts that are part of Failover Clustering on the same TCP/IP subnet. Failover clustering supports different IP addresses being used in different data centers through the OR relationship implementation of IP address resources. However, in order to use Live Migration the VM needs to keep the same IP address across data centers in order to achieve the goal of continues access from clients to the virtual machine during and after the migration. That means the same IP subnet must be stretched across data centers for Live Migration to work across data centers without connectivity loss. Several options are available from HP to achieve this goal. Virtual Machine and LUN Mapping Considerations Currently Microsoft Failover Clustering allows live migration for only one VM between a single source and destination server within a cluster. In other words, any cluster node server can be part of only one Live Migration as a source or destination. In maximum configurations where there are 16 nodes in a cluster, a maximum of eight live migrations can happen simultaneously. On the storage side, a replication group is the atomic unit of failover. It is important to maintain a 1-to-1 mapping between a VM and a replication storage group. In configurations where multiple VMs are hosted on the same LUN (or replication group), live migration of one VM can affect others and hence are not recommended. Note: With Microsoft Cluster Shared Volumes (CSV), it is possible to have multiple VM s hosted on the same CSV. CSV is not supported by CLX at this time. Distance considerations The supported distance for the Hyper-V Live Migration in a CLX configuration depends on various parameters like inter-site link bandwidth and latency (distance), the VM configurations, the type of storage based replication, etc. For specific information, refer to CLX product streams on Note: Currently CLX supports Synchronous Storage based replication only 12

13 Storage replication groups per VM considerations Typically, a virtual machine uses a single dedicated LUN for VM data (guest operating system) and one or two LUNs for the application data. Either all these LUNs can be part of the same replication group or, if isolation between VM and application data is a requirement, can belong to separate replication groups. Hence, a typical VM configuration needs a maximum of two replication groups. CLX supports such configurations. However, for specific CLX Live Migration support around the number of replication groups per VM refer to CLX product STREAMS on SPOCK website. CLX and Hyper-V scenarios This section lists various scenarios in which CLX and Hyper-V Failover Clustering can together achieve disaster recovery and high availability. For each of these scenarios it is important to note that the VM data has to reside on the disk that is part of the storage replication group (more formally known as DR Group for Continuous Access EVA, Device Group for Continuous Access XP and Remote Copy group for 3PAR). This makes sure that the VM data is replicated to the recovery side as well. As explained above the main job of CLX software is to respond to any site failovers or Live Migration request by evaluating the required storage action and reversing the Continuous Access replication direction between sites accordingly. Through integration with Failover Clustering, this functionality is performed automatically and completely transparent to user applications (VM in this case). For proper functioning, it is important that VM cluster resource, the VM data disk cluster resource, and the CLX resource managing the corresponding replication group should be in the same Failover Cluster resource group and they should follow a specific order. The order is determined by the dependency hierarchy of the cluster resources. The CLX resource should be on top of the hierarchy, the disk resource should be dependent on the CLX resource, and in turn, the VM resource should be dependent on the disk resource. When multiple VM s are created on a single Vdisk (LUN) or multiple Vdisk that is/are part of a single replication group then all the VMs and corresponding physical disks should be part of the same service group of the Failover Cluster. CLX does the storage failover at the replication group level and since all the disks that host the VM are in a single replication group, only one CLX resource needs to be configured for all the VMs in a service group. All the VM resources should depend on their respective physical disks and all the disks should in turn depend on the single CLX resource. For more detailed information, refer to CLX installation and Administrator Guide at the link provided in the reference section at the end of this document. Scenario A: Disaster recovery and high availability for virtual machine This is a prominent scenario where the VM is hosted on a standard Windows Server 2008 (host OS/Host partition) and it is clustered with another similar host OS. Whenever any failure is detected by the cluster, the VM can failover from one host OS to another. Every time the failover is performed across the nodes, CLX takes appropriate actions to make replicated storage accessible and highly available. The following diagram is an illustration of this scenario. A multi-site replicated disk is presented to two Hyper-V parent partitions that are clustered using Windows Failover Cluster. Each of the parents OS reside on each site. VM is created on the replicated disk and the VM is added to the Failover Cluster as a service group on the parent partition. When a failure is detected by the Failover Cluster (for example, host failure), Failover Cluster moves the VM to the other cluster node and CLX ensures that storage replication direction is changed and the storage disk is made write enabled. 13

14 Figure 5: Scenario A before failover Figure 6: Scenario A after failover 14

15 Scenario B: Disaster recovery and high availability for virtual machine and applications hosted by virtual machine This is an extension of scenario A. This scenario considers that there is an application hosted by the VM. Also, assume that this application uses replicated SAN storage for disaster recovery. When the VM fails over, the application also fails over along with it to other host OS. After failover, for VM and application to come online, disk read/write access should be made available. This can be achieved through replicated disks and failover through CLX. The way this would work is to have a minimum of two physical disks with multi-site replication, one disk for hosting the VM and the other hosts the application. The following diagram is an illustration of scenario B. Two multi-site replicated disks are presented to two Hyper-V parent partitions that are clustered using Windows Failover Cluster. On the parent partition, a VM is created on one of the replicated disk and the data for the application hosted by VM is stored on the other replicated disk. The VM is added to the Failover Cluster as a service group. When a failure is detected by the Failover Cluster (host failure for example), Failover Cluster moves the VM and with it the application to the other cluster node and CLX ensures that storage replication direction is changed hence achieving automatic failover and high availability. Figure 7: Scenario B before failover 15

16 Figure 8: Scenario B after failover For this scenario to function properly it is important to note that both the VM as well as the application hosted by the VM should use a disk (LUN) which belongs to the same replication group. In such a situation, a single CLX resource can manage the failover of both the disks as a single atomic unit. The hierarchy of the resources within the cluster should be maintained as mentioned above. For example, in the configuration above both Lun 1 and Lun 2 should be part of same replication group. Scenario C: Failover cluster between virtual machines This is a scenario where the VMs hosted on the parent OS are clustered (not the parent OS) and application (MS Exchange, MS SQL and so on) running on VM can be failed over from one VM to other. In this scenario, the VMs should be hosted on the distinct host physical servers, as cluster cannot be created between VMs hosted on the same physical server using SCSI or FC SAN disks. The cluster can be created between VMs hosted on the same physical server only if iscsi disks are used. Let us look at these sub scenarios separately. Cluster between virtual machines hosted on the same physical server As mentioned above, there is a restriction in Windows Server 2008 such that a single FC SAN disk cannot be presented to multiple VMs on the same host. Due to this, it is not possible to create a cluster between VMs hosted on the same server. However, this restriction can be overcome if iscsi disks are used. This is not a very prominent scenario as far as CLX is concerned but can be very useful for demonstration and testing purposes. Cluster between virtual machines hosted on separate physical server This is very similar to scenario A except that cluster is created between Virtual Machines as compared to the host partition in scenario A. However, there are certain restrictions. If the VM OS is Windows Server 2008 then the cluster can be created only using iscsi disks. The storage option available for Windows Server 2008 does not include SCSI. Whereas SAN storage can be provisioned to any VM as SCSI or IDE disk only. However, cluster can be created between Windows Server 2003 VMs as SCSI disks are allowed. 16

17 Note: According to the HP support matrix, clustering of VMs running on Hyper-V is not supported. Hence, this scenario is not currently supported by CLX. Please refer to SPOCK to ensure solution supportability. Also for iscsi support, refer to CLX and other solution components (Arrays, iscsi Bridge, or MP Router) in SPOCK. The following diagram is an illustration of the sub scenario where a cluster is created between the virtual machines belonging to different physical servers. Figure 9: Scenario C before failover 17

18 Figure 10: Scenario C after failover Step-by-step guide to deploy CLX Solution This section describes the major steps required to build a CLX EVA solution from scratch. The steps are described in brief and for more details refer to relevant product manuals and specifications. The steps described below are applicable to all variants of CLX (P6000/EVA, P9000/XP, 3PAR). The details and terminologies will vary and are documented in the CLX installation and Administrator Guide. The link is provided in the reference section at the end of this document. The section assumes the configuration as depicted in the figure below. 18

19 Figure 11: Typical CLX EVA solution configuration The configuration involves a two-node FSW cluster with one node in each of the sites and third node with file share for arbitration in the third site. It is recommended to use the FSW cluster configuration for CLX. It is also recommended to enable redundancy for each component at each site. The inter-site links should be in redundant configuration so as not to have any Single Point of Failure (SPOF). For details on SAN configuration, refer to the HP SAN Design Guide. A link to the SAN Design Guide is provided in the references section at the end of this document. Make sure the all component like Server, Storage, HBA, Switch and software is supported by referring to HP s SPOCK website. Deploying Windows Server 2008 Hyper-V Refer to the section Deploying Windows Server 2008 Hyper-V on ProLiant servers of HP white paper available at the following link Installing Hyper-V role Refer to the section Installing Windows Server 2008 Hyper-V server role of the HP white paper available at the following link To install the Hyper-V role on Server Core, run the following command: start /w OCSetup Microsoft-Hyper-V After the command completes, reboot the server to complete the installation. After the server reboots, run the oclist command to verify the role has been installed. 19

20 Creating geographically-dispersed MNS cluster Before forming a cluster, make sure the nodes meet the following requirement: Hyper-V role is installed Failover Cluster and MPIO features are installed KB and KB are installed Cluster validation tool runs successfully (storage validation tests in a multi-site cluster are an exception). Refer to KB Follows the steps mentioned to launch the Failover Cluster Management tool. Start -> Programs -> Administrative Tools -> Failover Cluster Management In the actions pane click on Create a cluster and enter the cluster node names Figure 12: Cluster creation wizard Follow the cluster installation wizard and provide inputs whenever prompted. When the wizard completes, a Failover Cluster is created and can be managed through Failover Cluster Management MMC Snap-in. Note: In the case where the cluster nodes are a Windows 2008 server core machines, use MMC from a different Window 2008 machine 20

21 Configuring network for virtual machine Before starting with the network configuration, it is a good practice to manage all the cluster nodes from one node. For this launch the Hyper-V Manger from start -> programs -> administrative tools (Hyper-V Manager is a tool which comes along with the Windows Server 2008 and can be used for the virtual machine management) In the Actions pane, click Connect to Server and connect to all nodes that belong to the cluster. This helps manage the Hyper-V functionality of all cluster nodes from a single window In the example, the Hyper-V Manager is used to manage virtualization capabilities of nodes CLX20 and CLX23 Figure 13: Hyper-V manager Now that all Hyper-V host servers can be managed from a single point, select the Hyper-V host server and right click to open Virtual Network Manager. Create virtual networks as appropriate for the setup. In this example, two virtual networks are created. Both the virtual networks are of network type External. 21

22 Figure 14: Virtual network configuration Provisioning storage for a virtual machine Before creating the virtual machine, both cluster nodes must be provisioned with an array based replication disks. The following steps describe how to add a data replicated disk to cluster nodes in HP Enterprise Virtual Array (EVA) using the storage management software called Command View EVA. For more details on how to use HP P6000 Command View Software, refer to its product manuals available on Add the host CLX20 to the EVA named as CLXEVA01 Add the host CLX23 to the EVA named as CLXEVA02 Create a virtual disk (Vdisk) on CLXEVA01 and present the Vdisk to host CLX20. In this example, a Vdisk named Vm01 of size 20 GB was created inside the folder Hyper-V white paper and presented to the host CLX20. 22

23 Figure 15: Storage Provisioning using HP Storage Command View EVA After creating the Vdisk, a Data replication (DR) group is created. The source Vdisk of the data replication group will be the Vdisk vm01. The destination array will be the EVA named as CLXEVA02. In this example, the DR group is named as Hyper-V white paper DR. When the DR group is created, a Vdisk of similar size and name is created on the remote EVA CLXEVA02. Present the vm01 of CLXEVA02 to the host CLX23. The vm01 Vdisk of 20 GB size should be visible on the cluster nodes. Bring the disk online and name the disk appropriately. In this example, the Vdisk vm01 is seen on CLX20 node as disk1. The disk was initialized and named as EVA Disk for VM. These changes are reflected automatically on the remote node CLX23 as well. 23

24 Figure 16: Disk Management Snap-in on Host Partitions Creating and configuring virtual machine The Virtual Machine data should reside on a multi-site/storage-replicated disk provisioned in the step above. This is to ensure that VM-related data is available and accessible to all cluster nodes in the event of failover To create a virtual machine follow the steps mentioned below: Click to highlight the Hyper-V host serve in the Hyper-V Manager, then from the Action pane click New -> virtual machine. In this example, CLX20 was selected and a virtual machine creation was initiated. On the Specify Name and Location page, specify a name for the virtual machine, such as vm02-win2k3. In this example, the virtual machine is named My First VM. Click Store the virtual machine in a different location, and then type the full path or click Browse and navigate to the shared storage. In this example, the virtual machine resides on the disk named EVA disk for VM provisioned in the step above. 24

25 Figure 17: Virtual machine creation wizard The New virtual machine wizard prompts for user inputs. At the Configure Networking page, select the virtual network created in earlier step. In the Connect Virtual Hard Disk page, select a virtual hard disk already available or create a new disk. The disk should be create/located on the EVA Vdisk. In this example, a new VHD disk is created on the EVA disk provisioned. A Windows operating system image located locally is attached for installing the operating system on the virtual machine. 25

26 Figure 18: Virtual machine configuration Note: Operating system for the virtual machine can installed before or after adding the virtual machine to the cluster. Installing Cluster Extension software Install CLX software on the cluster nodes. CLX is available as a 60-day free trial version. The XP CLX software can be downloaded from The EVA CLX software can be downloaded from Extract the files and launch the CLX installation. Follow the on screen instructions to complete the installation. The latest version of CLX is feature rich. It now supports cluster wide installation. In this example, the CLX installation was launched from CLX20 and installed simultaneously on CLX20 and CLX23. For more detailed information, refer to CLX Installation Guide. 26

27 Figure 19: CLX installation Configuring Cluster Extension software After the CLX software installation completes, launch the CLX Configuration Tool. Populate all data required for the CLX configuration tool. A Snapshot of the CLX Configuration Tool is shown in the following figure. As is evident, there are two CV Stations managing the two EVA arrays belonging to two different data centers or sites. 27

28 Figure 20: CLX configuration Note: For more detailed description about CLX installation and configuration, refer to the CLX installation and Administrative Guide respectively. Making a Virtual Machine highly available Launch the Failover Cluster Management tool and connect it to the cluster Select Services and Application in the left hand pane and from the actions pane click Configure a Service or Application Choose virtual machine in Select Service or Application page and click Next 28

29 Figure 21: Virtual machine high availability wizard In the Select virtual machine page select the Virtual Machine created in the step above and click Next. In this example, the Virtual Machine My First VM should be selected. Once the wizard is finished, one can see the Virtual Machine resource as a part of new Service and Application group. Creating a CLX resource Select the virtual machine service group, right click Add a resource -> More resources -> 1-Add Cluster Extension EVA A CLX resource is created in the selected virtual machine service groups. The next steps are as follows Configure CLX resource properties Double click the CLX resource Rename the CLX resource Select the properties tab and configure the CLX properties o A completed CLX resource property tab looks as shown in the following figure. For details refer to CLX Administrators Guide 29

30 Figure 22: CLX resource configuration Note: If the Failover Cluster (with CLX resource) is managed from a remote node then the CLX resource parameter tab may appear different from the previous figure. For remote administration of Failover Cluster with CLX resource, refer to the latest XP CLX and EVA CLX Administrative Guide. Set the dependency Before bring the CLX resource online, set a dependency between the VM Disk and CLX. Set the dependency such that before the replicated disk is brought online, CLX should be brought online. After creating CLX resource, the dependency report appears similar to the dependency report shown in the following figure. 30

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