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StarWind Native SAN: Configuring HA File Server for SMB NAS

Published: February 23, 2012

This document refers to the previous StarWind Virtual SAN version. To view the document for the current version, please follow this link

INTRODUCTION

StarWind Native SAN: Configuring HA File Server for SMB NAS

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.

StarWind Native SAN: Configuring HA File Server for SMB NAS

4. Optionally 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.

StarWind Native SAN: Configuring HA File Server for SMB NAS

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.

StarWind Native SAN: Configuring HA File Server for SMB NAS

12. Click Next to continue.

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

StarWind Native SAN: Configuring HA File Server for SMB NAS

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.

StarWind Native SAN: Configuring HA File Server for SMB NAS

18. Click Next to continue.

19. Specify synchronization channel parameters of the current server.

StarWind Native SAN: Configuring HA File Server for SMB NAS

20. Click Next to continue.

21. Specify synchronization channel parameters of the partner server.

StarWind Native SAN: Configuring HA File Server for SMB NAS

22. Click Next to continue.

23. Specify number of iSCSI sessions in synchronization channel.

StarWind Native SAN: Configuring HA File Server for SMB NAS

24. Click Next to continue.

25. Select initialization method of HA device.

StarWind Native SAN: Configuring HA File Server for SMB NAS

26. Click Next to continue.

27. Specify cache parameters of HA device.

StarWind Native SAN: Configuring HA File Server for SMB NAS

28. Click Next to continue.

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

StarWind Native SAN: Configuring HA File Server for SMB NAS

30. Click Next to add StarWind target.

31. Click Finish to close the Wizard.

StarWind Native SAN: Configuring HA File Server for SMB NAS

Configuring Windows Server 2008

Installing Features

1. Open Server Manager: Start->Administrative Tools->Server 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. Do not restart both nodes at the same time! First, restart one node, and wait until the device synchronization process is finished. Then, restart the second node.

StarWind Native SAN: Configuring HA File Server for SMB NAS

Installing File Service Role

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

StarWind Native SAN: Configuring HA File Server for SMB NAS

5. Click Next to continue.

6. Select File Server check box.

StarWind Native SAN: Configuring HA File Server for SMB NAS

7. Click Next to continue.

8. Check whether everything is correct, and click Install to install the File Server role on the server.

StarWind Native SAN: Configuring HA File Server for SMB NAS

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

NOTE: Restart the server after installation is completed.

StarWind Native SAN: Configuring HA File Server for SMB NAS

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.

StarWind Native SAN: Configuring HA File Server for SMB NAS

4. Switch to the Targets tab.

StarWind Native SAN: Configuring HA File Server for SMB NAS

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.

StarWind Native SAN: Configuring HA File Server for SMB NAS

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.

StarWind Native SAN: Configuring HA File Server for SMB NAS

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.

StarWind Native SAN: Configuring HA File Server for SMB NAS

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.

StarWind Native SAN: Configuring HA File Server for SMB NAS

5. Click OK to continue.

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

StarWind Native SAN: Configuring HA File Server for SMB NAS

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

StarWind Native SAN: Configuring HA File Server for SMB NAS

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.

StarWind Native SAN: Configuring HA File Server for SMB NAS

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

StarWind Native SAN: Configuring HA File Server for SMB NAS

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.

StarWind Native SAN: Configuring HA File Server for SMB NAS

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.

StarWind Native SAN: Configuring HA File Server for SMB NAS

6. Click Next to continue.

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

StarWind Native SAN: Configuring HA File Server for SMB NAS

8. Click Next to continue.

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

StarWind Native SAN: Configuring HA File Server for SMB NAS

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

StarWind Native SAN: Configuring HA File Server for SMB NAS

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

12. 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.

StarWind Native SAN: Configuring HA File Server for SMB NAS

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.

StarWind Native SAN: Configuring HA File Server for SMB NAS

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

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

StarWind Native SAN: Configuring HA File Server for SMB NAS

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.

StarWind Native SAN: Configuring HA File Server for SMB NAS

7. Click Next.

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

StarWind Native SAN: Configuring HA File Server for SMB NAS

9. Click Next.

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

StarWind Native SAN: Configuring HA File Server for SMB NAS

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

StarWind Native SAN: Configuring HA File Server for SMB NAS

11. Click Finish to close the Wizard.

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

StarWind Native SAN: Configuring HA File Server for SMB NAS

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.

StarWind Native SAN: Configuring HA File Server for SMB NAS

4. Click Browse in Shared Folder Wizard.

StarWind Native SAN: Configuring HA File Server for SMB NAS

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

StarWind Native SAN: Configuring HA File Server for SMB NAS

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

StarWind Native SAN: Configuring HA File Server for SMB NAS

7. Specify NTFS permissions for the shared folder.

StarWind Native SAN: Configuring HA File Server for SMB NAS

8. Click Next to continue.

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

StarWind Native SAN: Configuring HA File Server for SMB NAS

10. Click Next to continue.

11. Specify how this shared folder is to be used by clients accessing it over SMB protocol.

StarWind Native SAN: Configuring HA File Server for SMB NAS

12. Click Next to continue.

13. Specify share permissions for SMB-based access to the shared folder.

StarWind Native SAN: Configuring HA File Server for SMB NAS

14. Click Next to continue.

15. If needed to publish the SMB share to a DFS namespace, select the corresponding check box.

StarWind Native SAN: Configuring HA File Server for SMB NAS

16. Click Next to continue.

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

StarWind Native SAN: Configuring HA File Server for SMB NAS

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

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

StarWind Native SAN: Configuring HA File Server for SMB NAS

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.

StarWind Native SAN: Configuring HA File Server for SMB NAS