StarWind Resource Library

StarWind iSCSI SAN & NAS: Configuring HA File Server for NFS NAS

Published: February 28, 2012

Introduction

 

Configuring Shared Storage

Two virtual disks are required for the storage configuration. Both of them have to be HA devices. We will describe only the process of creation of the first disk, since the procedure of creating the second one is alike, except for the second device is used for a file server, so it has to be of a sufficient size (e.g. 100 GB).

To configure a virtual disk:

1. Launch StarWind Management Console: Start -> All Programs -> StarWind Software -> StarWind Management Console

NOTE: When the Management Console is running, its icon appears in the system tray. To access StarWind Management Console:

Double-click the StarWind Management Console icon

Right click the StarWind Management Console icon and select Start Management Console from the popup menu

2. On the Console tree select a server, where iSCSI target device is to be created. Double-click it to connect.

3. In the Login dialog that appears specify login and password in the corresponding text fields.

NOTE: The default login and password are “root” and “starwind”, respectively. You can change them later.

4. Select the Save password check box to log in automatically next time.

5. Click OK to continue.

6. As you are connected to the StarWind Service, click Add Device button to add a device to the selected server.

7. Add Device Wizard appears. Please, follow the Wizard’s steps to complete creation of a new HA device.

8. Go to Hard Disk->Advanced Virtual->High Availability Device to select the HA device type.

9. In the Target Alias and Target Name text fields, specify corresponding information.

NOTE: The name must be a unique. Under this name the device is declared to the iSCSI initiators connecting to the StarWind Service over an IP network.

10. Click Next to continue.

11. Enter the server’s IP-address in the Host text field, and specify username and password for the StarWind Service in the corresponding text fields.

12. Click Next to continue.

13. In the Partner Target Alias and Partner Target Name text fields specify corresponding information.

14. Click Next to continue.

15. Specify the virtual disks to be created.

NOTE: The HA device is made up of two virtual disks.

16. In the Virtual disk parameters of the current server field and the Virtual disk parameters of the partner server field specify name and location of HA virtual disks on the current and partner host, respectively. Press to browse and select appropriate location.

17. Type the size in the Size box.

18. Click Next to continue.

19. Specify synchronization channel parameters of the current server.

20. Click Next to continue.

21. Specify synchronization channel parameters of the partner server.

22. Click Next to continue.

23. Specify number of iSCSI sessions in synchronization channel.

24. Click Next to continue.

25. Select initialization method of HA device.

26. Click Next to continue.

27. Specify cache parameters of HA device.

28. Click Next to continue.

29. Check whether device parameters are correct. Click Back to make any changes.

30. Click Next to add StarWind target.

31. Click Finish to close the Wizard.

 

Configuring Windows Server 2008

Installing Features

1. Open Server Manager: Start->Administrative Tools->Sever Manager.

2. Go to the Features item.

3. Click Add Features.

4. Add Features Wizard appears. In the features list select Multipath I/O and Failover Clustering features.

5. Follow the Wizard’s steps to install the selected features.

NOTE: Restart the server after installation is completed.

 

Installing File Service Role

1. Open Server Manager: Start->Administrative Tools->Sever Manager.

2. Go to the Roles item.

3. Click Add Roles.

4. Add Roles Wizard appears. In the roles list select the File Services role and install it.

5. Click Next to continue.

6. Select File Server and Services for Network File System check boxes.

7. Click Next to continue.

8. Check whether everything is correct, and click Install to install File Server and Services for Network File System on the server.

9. Review installation results and click Close to exit the Wizard.

NOTE: Restart the server after installation is completed.

 

Connecting Targets

1. Open Microsoft iSCSI Initiator: Start -> Administrative Tools -> iSCSI Initiator.

2. Click the Discovery tab.

3. To add StarWind server click Discover Portal and specify server’s IP-address.

4. Switch to the Targets tab.

5. Select the needed target and click Connect to connect to it.

6. In the Connect to Target dialog select Add this connection to the list of Favorite Targets and Enable multi-path check boxes.

7. Click OK.

8. Repeat the same operations for the rest of 3 targets.

 

Enabling Multipath Support

1. Open the MPIO manager: Start->Administrative Tools->MPIO.

2. Go to the Discover Multi-Paths tab.

3. Select the Add support for iSCSI devices check box.

4. Click Add.

5. When prompted to restart the server, click Yes to proceed.

6. After the server is restarted, initialize the disk and create partitions, as if it were physical hard drive.

NOTE: The procedures performed on the first server are automatically shown on the second one.

 

Initializing Disks

The StarWind disks must be initialized and formatted, before they can be utilized as cluster disks.

To initialize disks and create partitions:

1. Launch the Server Manager console.

2. Select the Disk Management item.

3. Right click each disk and select Online Disk to bring it online.

4. Right click each disk and select Initialize Disk to initialize it. Follow the Wizard to initialize disks.

5. Click OK to continue.

6. Format disks with default settings, and optionally, set Volume labels. Follow the Wizard’s steps.

7. In case the operation is completed successfully, the disks will be formatted as shown in the screenshot below.

8. Switch to the second node and connect the targets in the same way.

9. Bring disks online.

NOTE: Windows automatically assigns drive letters to the mounted volumes. As these are local drive letters, they may differ from those assigned on the first node. However, you can change drive letters manually:

Right click Quorum or Generic volumes and select Change Drive Letter and Paths in the shortcut menu.

If drive letters are changed successfully, the Server Manager console looks as shown in the screenshot below.

 

Creating a Cluster

To create a cluster:

1. Open Server Manager.

2. Expand the Features item on the Console tree and select the Failover Cluster Manager item.

3. Click Validate a Configuration to verify whether your servers are suitable for building a cluster. As validation is completed, you are returned to the Failover Cluster Manager window.

4. Click Create a Cluster and follow Create Cluster Wizard’s steps.

5. Add the names of all servers, which are to form the cluster, in one of the following ways:

• Enter the domain name manually
• Click Browse. Type first letters of the domain name, and click Check Names. Select the name from the offered list.

6. Click Next to continue.

7. Fill in the Cluster Name field with the corresponding information, and type the cluster address.

8. Click Next to continue.

9. Check whether specified information is correct. Click Next to proceed.

When finished successfully, the Wizard should look as shown in the screenshot below.

10. Click Finish to close the Wizard. The created cluster is displayed in the left pane.

11. Click + next to the cluster to expand it, and then click the Storage item.

The Failover Cluster Manager console should look as shown in the screenshot below. Both cluster disks will have online status.

 

Making the File Server Highly Available

To make the File Server Highly Available:

1. Open Server Manager.

2. Expand the Features item on the Console tree and select the Services and applications item.

3. Click Configure a Service or application in the Actions pane.

4. Select the File Server item from the list in High Availability Wizard.

5. Click Next. Follow High Availability Wizard’s steps to complete the configuration.

6. Fill in the Name field with the corresponding information, and type the cluster address.

7. Click Next.

8. Select the storage volume to be assigned to the service or application.

9. Click Next.

10. Check whether specified information is correct. Click Next to proceed.

When finished successfully, the Wizard should look as shown in the screenshot below.

11. Click Finish to close the Wizard.

When you are finished, High Availability Wizard should look as shown in the screenshot below.

 

Sharing a Folder

To share a folder:

1. If the cluster that you want to configure is not displayed in the Failover Cluster Manager snap-in, right click Failover Cluster Manager in the Console tree, and then click Manage a Cluster.

2. Select the need cluster.

If the Console tree is collapsed, expand it under the cluster to be configured. Expand Services and applications, and then select the clustered file server.

3. You can either click Add a shared folder in the left pane, or right click under the configured service, and select Add a shared folder from the shortcut menu.

4. Click Browse in Shared Folder Wizard.

5. Select a folder, or create a new one. Click OK.

6. The Location text field now contains the folder path. Click Next to continue.

7. Specify NTFS permissions for the shared folder.

8. Click Next to continue.

9. Select the NFS protocol check box as a protocol to access this shared folder, and then specify share name in the corresponding text field.

10. Click Next to continue.

11. Specify NFS authentication method for the share. Select Enable unmapped user access check box, and then select Allow unmapped user Unix access (by UID/GID).

12. Click Next to continue.

13. Select ALL MACHINES from the Groups and host permissions pane, and click Edit to specify share permissions for NFS-based access to the shared folder.

14. Select Read/Write in the Permissions list.

15. Click OK to continue.

16. Check whether specified settings are correct. Click Previous to make any changes.

17. Click Create to proceed the creation of a shared folder .

18. Check a summary, and click Close to close the Wizard.

 

To manage created shares:

1. Start Server Manager.

2. Go to Features->Failover Cluster Manager->”Cluster_name.domain”->Services and applications.

3. Right click the just created file server and select Manage shares and storage from the shortcut menu.