StarWind Virtual SAN Compute and Storage Separated 3-Node Setup with Hyper-V

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#1 HyperConverged Appliance for SMB and ROBO StarWind Virtual SAN Compute and Storage Separated 3-Node Setup with Hyper-V MAY 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 2009-2015 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 Introduction... 4 Pre-Configuring the Servers... 5 Creating Highly Available Storage for the Failover Cluster... 6 Discovering Target Portals... 18 Connecting Targets and Configuring Multipathing... 25 Creating a Cluster... 33 Adding Cluster Shared Volumes... 36 Conclusion... 36 Contacts... 37 TECHNICAL PAPER 3

Introduction This document shows how to configure StarWind Virtual SAN on 3 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-V 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 iscsi 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, StarWind Knowledgebase or use the support form to contact our technical support department TECHNICAL PAPER 4

Pre-Configuring the Servers TECHNICAL PAPER 5

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, as well as the Hyper-V role on both servers. These actions can be performed using Server Manager (the Add Roles and Features wizard). 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 make a minor modification to the StarWind configuration file. Locate the configuration file 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 (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 make modifications. 4. Restart the StarWind Service and repeat the same procedure on the second and third StarWind nodes. Creating Highly Available Storage for the Failover Cluster 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. TECHNICAL PAPER 6

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. NOTE: The default login and password are root and starwind. You can always change them later. It's strongly recommended to change the default username/password to protect your StarWind Server from unauthorized access. 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 one of the volumes you've prepared earlier. All devices created through Add Device wizard will be stored on it. Should you decide to use an alternative storage path for your StarWind virtual disks, please use 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 array which will 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 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 7

7. Specify the virtual disk location and size. Click Next. 8. Specify virtual disk options. Click Next. 9. Define caching policy and specify cache size (in MB). TECHNICAL PAPER 8

Click Next. 10. Define L2 caching policy and size if necessary. Click Next to continue. 11. Specify destination directory for L2 cache, if any. NOTE: It is strongly recommended to use SSD-based storage for L2 caching. TECHNICAL PAPER 9

12. 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. 13. Click Create to add a new device and attach it to the target. Then click Finish to close the wizard. 14. Right-click on the device you just created and select Replication Manager. Replication Manager Window will appear. Press Add Replica button. 15. Select Synchronous Two-Way Replication. TECHNICAL PAPER 10

Click Next to proceed. 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 TECHNICAL PAPER 11

Click Next. 18. On this screen you can select the synchronization and heartbeat channels for the HA device. You can also modify the ALUA settings and modify the target name of the device. Click Change network settings... 19. Specify the interfaces for synchronization and heartbeat. TECHNICAL PAPER 12

Click OK. Then click Next. 20. Press the Create Replica button. Then click Finish to close the wizard. 21. Click Add replica again. Select Synchronous two-way replication as a replication mode. 22. Specify the partner hostname, IP address and port number. TECHNICAL PAPER 13

23. Select Create new Partner Device TECHNICAL PAPER 14

24. Click Change Network Settings. 25. Specify interfaces for synchronization and heartbeat channels. 26. Create replica and click Finish to close the wizard. TECHNICAL PAPER 15

27. The successfully added devices will appear in StarWind Management Console. Repeat steps 3 20 for the remaining virtual disks that will be used as Cluster Shared Volumes. Once all devices are created Management console should look as follows: TECHNICAL PAPER 16

NOTE: It is recommended to create at least one CSV volume per cluster node according to StarWind Virtual SAN best practices. TECHNICAL PAPER 17

Discovering Target Portals In this chapter we will connect the previously created disks to the servers that will be added to the cluster: This document assumes that you have already installed the Multipath I/O feature (enabled for iscsi devices via MPIO manager) on hypervisor servers. This configuration can be performed using Server Manager via Add Roles and Features wizard. 1. Launch Microsoft iscsi Initiator: Start > Administrative Tools > iscsi Initiator or iscsicpl from command line interface. iscsi Initiator Properties window will appear. 2. Navigate to Discovery tab. 3. Click Discover Portal button. Discover Target Portal dialog will appear. Specify the ip address of the first StarWind server 4. Click on Advanced button. Select Microsoft iscsi Initiator as your Local adapter and select your Initiator IP. TECHNICAL PAPER 18

Click OK. Then click OK again to complete Target Portal discovery. 5. Click Discover Portal button again. 6. Discover Target Portal dialog will appear. Type in the second IP address of the first StarWind server. Click on Advanced button. 7. 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. TECHNICAL PAPER 19

Click OK. Then click OK again to complete the Target Portal discovery. 8. Click on Discover Portal button once again. Discover Target Portal dialog will appear. Type in the first IP address of the partner node you will use to connect to the secondary mirrors of HA devices. TECHNICAL PAPER 20

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 Target Portal discovery. 10. Click on Discover Portal button once again. Discover Target Portal dialog will appear. Type in the second IP address of the partner node you will use to connect to the secondary mirrors of HA devices. TECHNICAL PAPER 21

11. 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 Target Portal discovery. 12. Click on Discover Portal button once again. Discover Target Portal dialog will appear. Type in the first IP address of the second partner node you will use to connect to the secondary mirrors of HA devices. 13. 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. TECHNICAL PAPER 22

Click OK. Then click OK again to complete the Target Portal discovery. 14. Click on Discover Portal button once again. Discover Target Portal dialog will appear. Type in the second IP address of the second partner node you will use to connect to the secondary mirrors of HA devices. 15. 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. TECHNICAL PAPER 23

16. All target portals added on the first hypervisor server. 17. Complete the same steps for the rest of the client nodes. TECHNICAL PAPER 24

Connecting Targets and Configuring Multipathing 1. Click on Targets tab. The previously created targets are listed under 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. Connecting witness. Select a target of witness located on the first StarWind server and click Connect. 3. Check Add this connection to the list of Favorite Targets and Enable multi-path checkboxes in the Connect to Target dialog. Click on Advanced button. 4. Select Microsoft iscsi Initiator in the Local adapter text field. TECHNICAL PAPER 25

5. In the Target portal IP select the first portal IP. Click OK. 6. Select the same target like in step before and again click Connect. Check Add this connection to the list of Favorite Targets and Enable multi-path checkboxes in the Connect to Target dialog. Click on Advanced button. 7. Select Microsoft iscsi Initiator in the Local adapter text field. TECHNICAL PAPER 26

8. In the Target portal IP select the second portal IP. Click OK. 9. Select the partner-target from second StarWind and click Connect. TECHNICAL PAPER 27

10. 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. 11. Select the same target like in step before and again click Connect. TECHNICAL PAPER 28

12. This time in target portal IP in dropdown list select datachannel IP addresses from the other subnet for initiator and target portals. Click OK. 13. Select the partner-target from the third StarWind node and click Connect. TECHNICAL PAPER 29

14. 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. 15. Select the same target like in step before and again click Connect. TECHNICAL PAPER 30

16. This time in target portal IP in dropdown list select datachannel IP addresses from the other subnet for initiator and target portals. Click OK. 17. Repeat actions described in the steps above for the rest of HA devices (CSV1 and CSV2). 18. After that repeat the same steps described in this section on the rest of hypervisor servers, specifying corresponding IP addresses. You should get the result like on the screen below. TECHNICAL PAPER 31

19. After that initialize the disks and create partitions, as if they were physical hard drives. TECHNICAL PAPER 32

Creating a Cluster 1. Creating a client cluster 2. Select cluster nodes 3. Optional: pass the validation tests TECHNICAL PAPER 33

4. Select cluster name and cluster IP address TECHNICAL PAPER 34

5. Verify cluster settings before creating 6. The process of cluster creation starts. After it is completed, the system will display a report with detailed information. 7. Click Finish to close the wizard. TECHNICAL PAPER 35

Adding Cluster Shared Volumes To add Cluster Shared Volumes (CSV) that is necessary to work with Hyper-V virtual machines: 1. Open Failover Cluster Manager. 2. Go to Cluster->Storage -> Disks. 3. Right-click the required disk and select Add to Cluster Shared Volumes. Conclusion You have configured StarWind Virtual SAN on 3 dedicated servers providing fault tolerant shared storage to a Hyper-V cluster TECHNICAL PAPER 36

Contacts US Headquarters EMEA and APAC 1-617-449-7717 1-617-507-5845 +44 20 3769 1857 (UK) +49 302 1788 849 (Germany) +33 097 7197 857 (France) +7 495 975 94 39 (Russian Federation and CIS) 1-866-790-2646 Customer Support Portal: Support Forum: Sales: General Information: https://www.starwind.com/support https://www.starwind.com/forums sales@starwind.com info@starwind.com StarWind Software, Inc. 35 Village Rd., Suite 100, Middleton, MA 01949 2015, StarWind Software Inc. All rights reserved. TECHNICAL PAPER 37