#1 HyperConverged Appliance for SMB and ROBO StarWind Virtual SAN Compute and Storage Separated 2-Node Cluster. Creating Scale- Out File Server with Hyper-V. MARCH 2015 TECHNICAL PAPER
Trademarks StarWind, StarWind Software and the StarWind and the StarWind Software logos are registered trademarks of StarWind Software. StarWind LSFS is a trademark of StarWind Software which may be registered in some jurisdictions. All other trademarks are owned by their respective owners. Changes The material in this document is for information only and is subject to change without notice. While reasonable efforts have been made in the preparation of this document to assure its accuracy, StarWind Software assumes no liability resulting from errors or omissions in this document, or from the use of the information contained herein. StarWind Software reserves the right to make changes in the product design without reservation and without notification to its users. Technical Support and Services If you have questions about installing or using this software, check this and other documents first - you will find answers to most of your questions on the Technical Papers webpage or in StarWind Forum. If you need further assistance, please contact us. Copyright 2009-2016 StarWind Software Inc. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, without the prior written consent of StarWind Software. In 2016, Gartner named StarWind Cool Vendor for Compute Platforms. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. About StarWind StarWind is a pioneer in virtualization and a company that participated in the development of this technology from its earliest days. Now the company is among the leading vendors of software and hardware hyper-converged solutions. The company s core product is the years-proven StarWind Virtual SAN, which allows SMB and ROBO to benefit from cost-efficient hyperconverged IT infrastructure. Having earned a reputation of reliability, StarWind created a hardware product line and is actively tapping into hyperconverged and storage appliances market. In 2016, Gartner named StarWind Cool Vendor for Compute Platforms following the success and popularity of StarWind HyperConverged Appliance. StarWind partners with world-known companies: Microsoft, VMware, Veeam, Intel, Dell, Mellanox, Citrix, Western Digital, etc. TECHNICAL PAPER 2
Contents Pre-Configuring the Servers... 5 Enabling Multipath Support... 7 Configuring Shared Storage... 9 Discovering Target Portals... 19 Connecting Targets... 24 Multipath Configuration... 30 Creating a Cluster... 32 Configuring and Managing Scale-Out File Server... 35 Configuring Cluster Networks Settings... 36 Configuring the Scale-Out File Server Role... 37 Creating A File Share On a Cluster Shared Volume... 41 Creating Client Cluster... 48 Configuring Client Cluster... 51 Contacts... 56 TECHNICAL PAPER 3
Introduction This document shows how to configure StarWind Virtual SAN on 2 dedicated servers to provide fault tolerant shared storage to a client hypervisor cluster. A configuration with a dedicated SAN layer gives customers the ability to provide both block level and file level storage to the clients, resulting in a unified SAN/NAS solution which can be used for different applications and virtualization environments at the same time. It also allows users to configure StarWind Virtual SAN as a gateway to consolidate their heterogeneous storage environment into a single storage resource pool. Backend SANs can be a mix of different SANs from different vendors using different storage media like FC and iscsi. This guide is intended for experienced Windows system administrators and IT professionals who would like to configure a hyper-converged Scale-out File Server cluster using StarWind Virtual SAN to convert the local or iscsi attached storage of the cluster nodes into a fault tolerant shared storage resource to be then presented to the client servers using SMB3 file share protocol. A full set of up-to-date technical documentation can always be found here, or by pressing the Help button in the StarWind Management Console. For any technical inquiries please visit our online community, Frequently Asked Questions page, or use the support form to contact our technical support department. TECHNICAL PAPER 4
Pre-Configuring the Servers Here is a reference network diagram of the configuration described in this guide. TECHNICAL PAPER 5
Additional network connections may be necessary depending on cluster setup and applications its running. 1. This document assumes that you have a domain controller and you have added the servers to the domain. It also assumes that you have installed the Failover Clustering and Multipath I/O features, on all nodes. These actions can be performed using Server Manager (the Add Roles and Features menu item). 2. In order to allow StarWind Virtual SAN to use the Loopback accelerator driver and access the local copy of the data faster, you have to add a minor modification to the StarWind configuration file. On each node where starwind locate the configuration and open it using Notepad. The default path is: C:\Program Files\StarWind Software\StarWind\StarWind.cfg 3. Find the string «<!--<iscsidiscoverylistinterfaces value=»1»/> -->» and uncomment it (should look as follows: <iscsidiscoverylistinterfaces value=»1»/>). Save the changes and exit Notepad. Should there be any issues saving the document, launch Notepad with Administrator rights and then load the starwind.cfg file to do the modifications. 4. Restart the StarWind Service and repeat the same procedure on the second StarWind node. TECHNICAL PAPER 6
Enabling Multipath Support 1. Open the MPIO manager: Start->Administrative Tools->MPIO. 2. Go to the Discover Multi-Paths tab. 3. Tick the Add support for iscsi devices checkbox. 4. Click Add. 5. When prompted to restart the server, click Yes to proceed. NOTE: Repeat procedures on all nodes. TECHNICAL PAPER 7
Installing File Server Role 1. Open Server Manager: Start -> Server Manager. 2. Select: Manage -> Add Roles and Features 3. Follow the Wizard's steps to install the selected roles. NOTE: Repeat procedures on the first and second node. TECHNICAL PAPER 8
Configuring Shared Storage 1. Launch the StarWind Management Console: double-click the StarWind tray icon. NOTE: StarWind Management Console cannot be installed on an operating system without a GUI. You can install it on any of the GUI-enabled Windows Editions including the desktop versions of Windows. If StarWind Service and Management Console are installed on the same server, the Management Console will automatically add the local StarWind instance to the console tree after the first launch. In future, the Management Console will automatically connect to it using the default credentials. TECHNICAL PAPER 9
2. StarWind Management console will ask you to specify the default storage pool on the server you re connecting to for the first time. Please configure the storage pool to use the one of the volumes you ve prepared earlier. All the devices created through the Add Device wizard will be stored on it. Should you decide to use an alternative storage path for your StarWind virtual disks, please use the Add Device (advanced) menu item. Press Yes button to configure the storage pool. Should you require to change the storage pool destination, press Choose path and point the browser to the necessary disk. NOTE: Each of the arrays to be used by StarWind Virtual SAN to store virtual disk images, has to meet the following requirements: Initialized as GPT Have a single NTFS-formatted partition Have a drive letter assigned 3. Select the StarWind server where you wish to create the device. 4. Press the Add Device (advanced) button on the toolbar. 5. Add Device Wizard will appear. Select Hard disk device and click Next. 6. Select Virtual disk and click Next. TECHNICAL PAPER 10
7. Specify the virtual disk location and size. Click Next. 8. Specify virtual disk options. Click Next. TECHNICAL PAPER 11
9. Define the caching policy and specify the cache size (in MB). Click Next. 10. Define the Flash Cache Parameters policy and size if necessary Click Next to continue. TECHNICAL PAPER 12
NOTE: It is strongly recommended to use SSD-based storage for Flash Cache caching. 11. Specify target parameters. Select the Target Name checkbox to enter a custom name of a target. Otherwise, the name will be generated automatically based on the target alias. Click Next to continue. 12. Click Create to add a new device and attach it to the target. Then click Close to close the wizard. 13. Right-click on the servers field and select Add Server. Add new StarWind Server, which will be used as second HA node. Click OK to continue. TECHNICAL PAPER 13
14. Right-click on the device you just created and select Replication Manager. Replication Manager Window will appear. Press the Add Replica button. 15. Select Synchronous two-way replication. Click Next to proceed. TECHNICAL PAPER 14
16. Specify the partner server IP address. Default StarWind management port is 3261. If you have configured a different port, please type it in the Port number field. Click Next. 17. Choose Create new Partner Device Click Next. TECHNICAL PAPER 15
18. Specify partner device location if necessary. You can also modify the target name of the device. Click Next. 19. On this screen you can select the synchronization and heartbeat channels for the HA device. You can also modify the ALUA settings. Click Change network settings... TECHNICAL PAPER 16
20. Specify the interfaces for synchronization and Heartbeat. Click OK. Then click Next. 21. Select partner device initialization mode Do not Syncronize. NOTE: Use this type of synchronization for adding partner to the device which doesn t contain any data only. Click Next. TECHNICAL PAPER 17
22. Press the Create Replica button. Then click Close to close the wizard. 23. The added device will appear in the StarWind Management Console. Repeat the steps 3 23 for the remaining virtual disk that will be used for File Shares. Once all devices are created, the Management console should look as follows: TECHNICAL PAPER 18
Discovering Target Portals 1. Launch Microsoft iscsi Initiator: Start > Administrative Tools > iscsi Initiator or iscsicpl from the command line interface. The iscsi Initiator Properties window appears. 2. Navigate to the Discovery tab. 3. Click the Discover Portal button. Discover Target Portal dialog appears. Type in 127.0.0.1. Click the Advanced button. Select Microsoft ISCSI Initiator as your Local adapter and select your Initiator IP (leave default for 127.0.0.1). Click OK. Then click OK again to complete the Target Portal discovery. TECHNICAL PAPER 19
4. Click the Discover Portal button again. 5. Discover Target Portal dialog appears. Type in the first IP address of the partner node you will use to connect the secondary mirrors of the HA devices. Click Advanced. 6. Select Microsoft ISCSI Initiator as your Local adapter, select the Initiator IP in the same subnet as the IP address on the partner server from the previous step. Click OK. Then click OK again to complete the Target Portal discovery. 7. Click the Discover Portal button again. TECHNICAL PAPER 20
8. Discover Target Portal dialog appears. Type in the first IP address of the partner node you will use to connect the secondary mirrors of the HA devices. Click Advanced. 9. Select Microsoft ISCSI Initiator as your Local adapter, select the Initiator IP in the same subnet as the IP address on the partner server from the previous step. Click OK. Then click OK again to complete the Target Portal discovery. TECHNICAL PAPER 21
10. All target portals added on the first node. TECHNICAL PAPER 22
11. Complete the same steps for the second node. 12. All target portals added on the second node. TECHNICAL PAPER 23
Connecting Targets 1. Click the Targets tab. The previously created targets are listed in the Discovered Targets section. NOTE: If the created targets are not listed, check the firewall settings of the StarWind Server as well as the list of networks served by the StarWind Server (go to StarWind Management Console -> Configuration -> Network). 2. Select a target of witness located on the local server and click Connect. 3. Enable checkbox as the image below. Click Advanced. TECHNICAL PAPER 24
4. Select Microsoft iscsi Initiator in the Local adapter text field. Select 127.0.0.1 in the Target portal IP. Click OK. Then click OK again. 5. Select the partner-target from other StarWind node and click Connect.. 6. Enable checkbox as the image below. Click Advanced. TECHNICAL PAPER 25
7. Select Microsoft iscsi Initiator in the Local adapter text field. In the Initiator IP field select the IP address. In the Target portal IP select the corresponding portal IP from the same subnet. Click OK. Then click OK again. 8. Select connected partner-target from other StarWind node and click Connect again. TECHNICAL PAPER 26
9. Enable checkbox as the image below. Click Advanced. 10. Select Microsoft iscsi Initiator in the Local adapter text field. In the Initiator IP field select the IP address of the second ISCSI path. In the Target portal IP select the corresponding portal IP from the same subnet. Click OK. Then click OK again. TECHNICAL PAPER 27
11. Now Witness disk is connected to the first node by the three pathes. Result should look like the image below. Repeat actions described in the steps above for all HA devices.- 12. The result should look like the screenshot below. TECHNICAL PAPER 28
13. Repeat steps 1-12 of this section on the second StarWind node, specifying corresponding local and data channel IP addresses. The result should look like the screenshot below. TECHNICAL PAPER 29
Multipath Configuration 1. Configure the MPIO policy for each device specifying localhost (127.0.0.1) as the active path. Select a target of witness located on the local server and click Devices. 2. Devices dialog appears. Click MPIO. TECHNICAL PAPER 30
3. Select Fail Over Only load balance policy and then designate the local path as active. 4. You can check that 127.0.0.1 is the active path by selecting it from the list and clicking Details 5. Repeat the same steps with the other targets on the first and second node. 6. Initialize the disks and create partitions on them using the computer management snapin. It is required that the disk devices are visible on both nodes to create the cluster. NOTE: it is recommended to initialize the disks as GPT. TECHNICAL PAPER 31
Creating a Cluster 7. Open Server Manager. Select the Failover Cluster Manager item from the Tools menu. 8. Click the Create Cluster link in the Actions section of the Failover Cluster Manger. 9. Specify the servers to be added to the cluster. Click Next to continue. TECHNICAL PAPER 32
10. Validate the configuration by passing the cluster validation tests: select Yes Click Next to continue. 11. Specify a cluster name. NOTE: If the cluster servers get IP addresses over DHCP, the cluster also gets its IP address over DHCP. If the IP addresses are static, you have provide the cluster IP address manually. Click Next to continue. TECHNICAL PAPER 33
12. Make sure that all of the settings are correct. Click Previous to make any changes. NOTE: If checkbox Add all eligible storage to the cluster is selected, the wizard will try to add all StarWind devices to the cluster automatically. Smallest device will be assigned as Witness. 13. The process of cluster creation starts. After it is completed, the system displays a report with detailed information. Click Finish to close the wizard. TECHNICAL PAPER 34
Configuring and Managing Scale-Out File Server To make the Scale-Out File Server Highly Available you must have at least one accessible storage configured in the form of a CSV-volume. 1. Right-click the disk assigned to Available Storage (see the Assigned To column), and click Add to Cluster Shared Volumes. 2. The disk will be displayed as a CSV at the Failover Cluster Manager window as shown in the screenshot below. TECHNICAL PAPER 35
Configuring Cluster Networks Settings 1. Go to Cluster->Networks. 2. Check Allow client to connect through this network for 172.16.1.0/24 and 172.16.2.0/24 Subnets. Uncheck the checkbox for 172.16.0.0/24. TECHNICAL PAPER 36
Configuring the Scale-Out File Server Role To configure the Scale-Out File Server role: 1. Open Cluster Manager. 2. Expand the Features item on the Console tree and select Configure Role it starts High Availability Wizard. Click Next to continue. 3. Select the File Server item from the list in High Availability Wizard. Click Next to continue. TECHNICAL PAPER 37
4. Select File Server for scale-out application data. Click Next. 5. On the Client Access Point page, in the Name text field type a NETBIOS name that will be used to access a Scale-Out File Server. Click Next to continue. TECHNICAL PAPER 38
6. Check the provided settings. Click Next. 7. Review the information on the Summary page. Click Finish. TECHNICAL PAPER 39
8. The Failover Cluster Manager window should look as on the screenshot below. TECHNICAL PAPER 40
Creating A File Share On a Cluster Shared Volume 1. Right-click on the file server role and select Add File Share. NOTE: if you see Client Access Point alert. Open command promt and run the command ipconfig /flushdns TECHNICAL PAPER 41
2. Select SMB Share Applications from the list of profiles. Click Next to proceed. 3. Select a CSV to host the share. Click Next. TECHNICAL PAPER 42
4. Enter a share name and verify the path to the share. Click Next. 5. Ensure the Enable Continuous Availability checkbox is selected. Click Next. TECHNICAL PAPER 43
6. Click Customize permissions and grant the following permissions: 7. On the Permissions page, click Customize Permissions. NOTE: If you are using Scale-Out File Server for Hyper-V, all Hyper-V computer accounts, the SYSTEM account, and all Hyper-V administrators must be granted full control on the share and file system. If you are using Scale-Out File Server on Microsoft SQL Server, the SQL Server service account must be granted full control on the share the file system. 8. Click Add, click Select a Principal, and then click Object Types. TECHNICAL PAPER 44
9. In Object Types, click to select Computers, and click OK. 10. Enter the name of the first client cluster node S2N7, and click OK. In Permissions Entry, select Full Control, and click OK. Repeat the 8-10 steps for the second client cluster node S2N8. Click Apply when finished, then OK.. On the Permissions page, click Next. TECHNICAL PAPER 45
11. Review the settings provided. Click Create, then Close. 12. Add the other 2 shares following steps 1 12. These will be used as CSVs in client cluster. 13. The Failover Cluster Manager should look as on the screenshot below. Right click on the witness share. Click Properties. TECHNICAL PAPER 46
14. Uncheck the Enable continuous availability checkbox. Press Apply. TECHNICAL PAPER 47
Creating Client Cluster This chapter shows how to create a failover cluster using the SMB shares we have configured in the previous chapter. 1. Open the create cluster wizard. Click Next. 2. Select the nodes to participate in the cluster. Press Next. TECHNICAL PAPER 48
3. Pass the cluster validation tests to ensure the configuration is suitable for clustering. Select Yes and click Next. 4. Select the cluster name and cluster IP address. Click Next. TECHNICAL PAPER 49
5. Verify the settings provided. Click Next. 6. After creating the cluster you will see a warning like on the screenshot below. Press Finish. TECHNICAL PAPER 50
Configuring Client Cluster 1. Right click on cluster you created and select Configure Cluster Quorum Settings 2. Configure Cluster Quorum Wizard appears. Click Next. TECHNICAL PAPER 51
3. Chose Select the quorum witness. Click Next. 4. Chose Configure a file share witness. Click Next. TECHNICAL PAPER 52
5. Enter the path to the witness file share. Click Next. 6. Verify settings provided. Click Next. TECHNICAL PAPER 53
7. You will see a report once the quorum settings are changed. Click Finish. 8. You should now see the file share witness in Cluster Core Resources. TECHNICAL PAPER 54
NOTE: When you start creating virtual machines, specify the CSV file share as the virtual machine location. TECHNICAL PAPER 55
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