StarWind Virtual SAN® 3-node Hyperconverged
Scenario with VMware vSphere 6.5

Introduction to StarWind Virtual SAN for Hyper-V

StarWind Virtual SAN® is a native Windows hypervisor-centric hardware-less VM storage solution. It creates a fully fault-tolerant and high performing storage pool built for the virtualization workloads by mirroring the existing server’s storage and RAM between the participating storage cluster nodes. The mirrored storage resources are then connected to all cluster nodes and treated just as a local storage by all hypervisors and clustered applications. High Availability (HA) is achieved by providing multipath access to all storage nodes. StarWind Virtual SAN® delivers supreme performance compared to any dedicated SAN solution since it runs locally on the hypervisor and all I/O is processed by local RAM, SSD cache, and disks. This way it never gets bottlenecked by storage fabric.

StarWind VSAN for Hyper-V System Requirements

Prior to installing StarWind Virtual SAN for Hyper-V, please make sure that the system meets the requirements, which are available via the following link: https://www.starwindsoftware.com/system-requirements

Please read StarWind Virtual SAN Best Practices document for additional information: https://www.starwindsoftware.com/resource-library/starwind-virtual-san-best-practices

Pre-Configuring the Servers

The diagram below illustrates the network and storage configuration of the solution.

3-node scenario

1. ESXi hypervisor should be installed on each host.

2. StarWind VSAN should be installed on the Windows Server operating system deployed as VM on each host.

3. On each node, network interfaces to be used for Synchronization and iSCSI/StarWind heartbeat should be in different subnets and connected directly according to the network diagram above. Here, the 172.16.10.x, 172.16.11.x, 172.16.12.x subnets are used for the iSCSI/StarWind heartbeat traffic, while the 172.16.20.x, 172.16.21.x, 172.16.22.x subnets are used for the Synchronization traffic.

NOTE: Do not use ISCSI/Heartbeat and Synchronization channels over the same physical link. Synchronization and iSCSI/Heartbeat links can be connected either via redundant switches or directly between the nodes.

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Preparing Environment for StarWind VSAN Deployment

Configuring Networks

Configure network interfaces on each node to make sure that Synchronization and iSCSI/StarWind heartbeat interfaces are in different subnets and connected physically according to the network diagram above. All actions below should be applied to each ESXi server.

NOTE: Virtual Machine Port Group should be created for both iSCSI/ StarWind Heartbeat and the Synchronization vSwitches. VMKernel port should be created only for iSCSI traffic. Static IP addresses should be assigned to VMKernel ports.

NOTE: It is recommended to set jumbo frames to 9000 on vSwitches and VMKernel ports for iSCSI and Synchronization traffic. Additionally, vMotion can be enabled on VMKernel ports.

1. Using VMware ESXi web console, create two vSwitches: one for the iSCSI/ StarWind Heartbeat channel and the other one for the Synchronization channel.

Create vSwitch

2. Create a VMKernel port for the iSCSI/ StarWind Heartbeat channel.

Add VMKernel

3. Add a Virtual Machine Port Group on the vSwitch for iSCSI traffic and on the vSwitch for Synchronization traffic.

Add port group
4. Repeat steps 1-3 for any other links intended for Synchronization and iSCSI/Heartbeat traffic on ESXi hosts.

Preparing StarWind Virtual Machines

Create Virtual Machines (VMs) on each ESXi host with Windows Server 2016 (2012 R2) and StarWind VSAN installed.
StarWind VMs on ESXi hosts should be configured with the following settings:

RAM: at least 4 GB (plus the size of the RAM cache if it is planned to be used) reserved for the VM;
CPUs: at least 4 virtual processors with 2 GHz reserved;
Hard disk 1: 100 GB for OS (recommended);
Hard disk 2: Depends on the storage volume to be used as shared storage.
Network adapter 1: Management
Network adapter 2: iSCSI
Network adapter 3: Sync

NOTE: Each hard disk should be Thick Provisioned Eager Zeroed.

NOTE:
All network adapters should be of the VMXNET3 type.

NOTE: The Active Directory Domain Services role can be added on StarWind Virtual Machine (VM) if necessary, thus it can serve as a domain controller.

NOTE: When using StarWind with the synchronous replication feature inside of a Virtual Machine, it is recommended not to make backups and/or snapshots of the Virtual Machine with the StarWind VSAN service installed, as this could pause the StarWind Virtual Machine. Pausing the Virtual Machines while the StarWind VSAN service in under load may lead to split-brain issues in synchronous replication devices, thus to data corruption.

Configuring StarWind VMs Startup/Shutdown

1. Setup the VMs startup policy on ESXi hosts from the Manage -> System tab in the ESXi web console. In the popup window, select Yes to enable the option and set the stop action to Shut down. Click on Save to proceed.

Autostart

2. To configure VM autostart, right-click on it, navigate to Autostart and click on Enable.

Autostart Enable

3. Complete the actions above on the StarWind VM located on another host.

4. Start virtual machines, install Windows Server OS and StarWind Virtual SAN.

Installing StarWind VSAN for Hyper-V

1. Download the StarWind setup executable file from the StarWind website:
https://www.starwind.com/registration-starwind-virtual-san

2. Launch the downloaded setup file on the server to install StarWind Virtual SAN or one of its components. The Setup wizard will appear. Read and accept the License Agreement.
StarWind License agreement
3. Carefully read the information about the new features and improvements. Red text indicates warnings for users that are updating the existing software installations.
4. Select Browse to modify the installation path if necessary. Click on Next to continue.
select destination location
5. Select the following components for the minimum setup:

  • StarWind Virtual SAN Service. The StarWind Virtual SAN service is the “core” of the software. It can create iSCSI targets as well as share virtual and physical devices. The service can be managed from StarWind Management Console on any Windows computer that is on the same network. Alternatively, the service can be managed from StarWind Web Console deployed separately.
  • StarWind Management Console. Management Console is the Graphic User Interface (GUI) part of the software that controls and monitors all storage-related operations (e.g., allows users to create targets and devices on StarWind Virtual SAN servers connected to the network).

NOTE: To manage StarWind Virtual SAN installed on a Windows Server Core edition with no GUI, StarWind Management Console should be installed on a different computer running the GUI-enabled Windows edition.

6. Specify Start Menu Folder.
Select start menu folder
7. Enable the checkbox if a desktop icon needs to be created. Click on Next to continue.
8. When the license key prompt appears, choose the appropriate option:

  • Request time-limited fully functional evaluation key.
  • Request FREE version key.
  • Select the previously purchased commercial license key.

9. Click on the Browse button to locate the license file.
10. Review the licensing information.
11. Verify the installation settings. Click on Back to make any changes or Install to proceed with installation.
12. Enable the appropriate checkbox to launch StarWind Management Console right after the setup wizard is closed and click on Finish.
13. Repeat the installation steps on the partner node.

Creating StarWind HA Devices

1. Open Add Device (advanced) Wizard.
2. Select Hard Disk Device as the type of device to be created.
3. Select Virtual Disk.
4. Specify a virtual disk Name, Location, and Size.
5. Select the Thick provisioned disk type.
6. Define a caching policy and specify a cache size (in MB). Also, the maximum available cache size can be specified by selecting the appropriate checkbox. Optionally, define the L2 caching policy and cache size.
7. Specify Target Parameters. Select the Target Name checkbox to enter a custom target name. Otherwise, the name is generated automatically in accordance with the specified target alias.
8. Click Create to add a new device and attach it to the target.
9. Click Close to finish the device creation.
10. Right-click the recently created device and select Replication Manager from the shortcut menu.
11. Select the Add Replica button in the top menu.
21. The successfully added devices appear in the StarWind Management Console.

Select the Required Replication Mode

The replication can be configured in one of two modes:

Synchronous “Two-Way” Replication
Synchronous or active-active replication ensures real-time synchronization and load balancing of data between two or three cluster nodes. Such a configuration tolerates the failure of two out of three storage nodes and enables the creation of an effective business continuity plan. With synchronous mirroring, each write operation requires control confirmation from both storage nodes. It guarantees the reliability of data transfers but is demanding in bandwidth since mirroring will not work on high-latency networks.

Asynchronous “One-Way” Replication
Asynchronous Replication is used to copy data over a WAN to a separate location from the main storage system. With asynchronous replication, confirmation from each storage node is not required during the data transfer. Asynchronous replication does not guarantee data integrity in case of storage or network failure; hence, some data loss may occur, which makes asynchronous replication a better fit for backup and disaster recovery purposes where some data loss is acceptable. The Replication process can be scheduled in order to prevent the main storage system and network channels overloads.
Please select the required option:

Synchronous “Two-Way” replication

1. Select Synchronous “Two-Way” replication as a replication mode.

2. Specify a partner Host name or IP address and Port Number.

Selecting the Failover Strategy

StarWind provides 2 options for configuring a failover strategy:

Heartbeat
The Heartbeat failover strategy allows avoiding the “split-brain” scenario when the HA cluster nodes are unable to synchronize but continue to accept write commands from the initiators independently. It can occur when all synchronization and heartbeat channels disconnect simultaneously, and the partner nodes do not respond to the node’s requests. As a result, StarWind service assumes the partner nodes to be offline and continues operations on a single-node mode using data written to it.
If at least one heartbeat link is online, StarWind services can communicate with each other via this link. The device with the lowest priority will be marked as not synchronized and get subsequently blocked for the further read and write operations until the synchronization channel resumption. At the same time, the partner device on the synchronized node flushes data from the cache to the disk to preserve data integrity in case the node goes down unexpectedly. It is recommended to assign more independent heartbeat channels during the replica creation to improve system stability and avoid the “split-brain” issue.
With the heartbeat failover strategy, the storage cluster will continue working with only one StarWind node available.

Node Majority
The Node Majority failover strategy ensures the synchronization connection without any additional heartbeat links. The failure-handling process occurs when the node has detected the absence of the connection with the partner.
The main requirement for keeping the node operational is an active connection with more than half of the HA device’s nodes. Calculation of the available partners is based on their “votes”.
In case of a two-node HA storage, all nodes will be disconnected if there is a problem on the node itself, or in communication between them. Therefore, the Node Majority failover strategy requires the addition of the third Witness node which participates in the nodes count for the majority, but neither contains data on it nor is involved in processing clients’ requests. In case an HA device is replicated between 3 nodes, no Witness node is required.
With Node Majority failover strategy, failure of only one node can be tolerated. If two nodes fail, the third node will also become unavailable to clients’ requests.
Please select the required option:

Heartbeat

1. Select Failover Strategy.

2. Select Create new Partner Device and click Next.

3. Select a partner device Location.

4. Click Change Network Settings.

5. Specify the interfaces for Synchronization and Heartbeat Channels. Click OK and then click Next.


6. In Select Partner Device Initialization Mode, select Synchronize from existing Device and click Next.

7. Click Create Replica. Click Finish to close the wizard.

8. The successfully added device appears in StarWind Management Console.

9. Choose device, open Replication Manager and click Add replica again.

10. Select Synchronous “Two-Way” Replication as a replication mode. Click Next to proceed.

11. Specify a partner Host name or IP address and Port Number.

12. Select Failover Strategy.

13. Select Create new Partner Device and click Next.
14. Select a partner device Location.
15. Click Change Network Settings.

16. Specify the interfaces for Synchronization and Heartbeat Channels. Click OK and then click Next.

NOTE: It is not recommended to configure the Heartbeat and iSCSI channels on the same interfaces to avoid the split-brain issue. If the Synchronization and Heartbeat interfaces are located on the same network adapter, it is recommended to assign one more Heartbeat interface to a separate adapter.

17. In Select Partner Device Initialization Mode, select Synchronize from existing Device and click Next.
18. Click Create Replica. Click Finish to close the wizard.

The successfully added device appears in StarWind Management Console.

19. Follow the similar procedure for the creation of other virtual disks that will be used as storage repositories.

StarWind management Console

NOTE: To extend an Image File or a StarWind HA device to the required size, please check the article below:
https://knowledgebase.starwindsoftware.com/maintenance/how-to-extend-image-file-or-high-availability-device/

 

Node Majority

1. Select the Node Majority failover strategy and click Next.
Node Majority

2. Choose Create new Partner Device and click Next.

3. Specify the partner device Location and modify the target name if necessary. Click Next.

4. In Network Options for Replication, press the Change network settings button and select the synchronization channel for the HA device.

5. In Specify Interfaces for Synchronization Channels, select the checkboxes with the appropriate networks and click OK. Then click Next.

6. Select Synchronize from existing Device as the partner device initialization mode.

7. Press the Create Replica button and close the wizard.

8. The added devices will appear in StarWind Management Console.

9. Choose device, open Replication Manager and click Add replica again.

10. Select Synchronous “Two-Way” Replication as a replication mode. Click Next to proceed.


11. Specify a partner Host name or IP address and Port Number.

12. Select the Node Majority failover strategy and click Next.
Node Majority

13. Choose Create new Partner Device and click Next.

14. Specify the partner device Location and modify the target name if necessary. Click Next.

15. In Network Options for Replication, press the Change network settings button and select the synchronization channel for the HA device.

16. In Specify Interfaces for Synchronization Channels, select the checkboxes with the appropriate networks and click OK. Then click Next.

17. Select Synchronize from existing Device as the partner device initialization mode.

18. Press the Create Replica button and close the wizard.

19. The added devices will appear in StarWind Management Console.

Repeat the steps above to create other virtual disks if necessary.

NOTE: To extend an Image File or a StarWind HA device to the required size, please check the article below:
https://knowledgebase.starwindsoftware.com/maintenance/how-to-extend-image-file-or-high-availability-device/

 

Configuring Automatic Storage Rescan

For faster paths recovery, for example, after StarWind HA device synchronization, configuring automatic storage rescan is required for each ESXi host.

1. Log in to StarWind VM and install VMware PowerCLI on each StarWind virtual machine by adding the PowerShell module (Internet connectivity is required). To do so, run the following command in PowerShell:

Install-Module -Name VMware.PowerCLI -AllowClobber

Powershell

NOTE: In case of using Windows Server 2012 R2, online installation of PowerCLI requires Windows Management Framework 5.1 or upper version available on VMs. Windows Management Framework 5.1 can be downloaded from https://go.microsoft.com/fwlink/?linkid=839516

2. Open PowerShell and change the Execution Policy to Unrestricted by running the following command:

Powershell Unrestricted

3. Create a PowerShell script which will perform an HBA rescan on the hypervisor host.

Powershell Script

In the appropriate lines, specify the IP address and login credentials of the ESXi host on which the current StarWind VM is stored and running:

$ESXiHost1 = “IP address”
$ESXiUser = “Login”
$ESXiPassword = “Password”

Save the script as rescan_script.ps1 to the root of the C:\ drive of the Virtual Machine.

4. Perform the configuration steps above on the partner node.

5. Go to Control Panel -> Administrative Tools -> Task Scheduler -> Create Basic Task and follow the wizard steps:

Create a Basic Task Wizard

6. Specify the task name, select When a specific event is logged, and click on Next.

Basic Task Wizard

7. Select Application in the Log dropdown, type StarWindService for the event source and 788 as the event ID. Click the Next button.

8. Choose Start a Program as the action that the task will perform and click on Next.

Basic Task Wizard

9. Type powershell.exe in the Program/script field. In the Add arguments field, type:

“ -ExecutionPolicy Bypass -NoLogo -NonInteractive -NoProfile -WindowStyle Hidden -File C:\rescan_script.ps1 ”

Basic Task Wizard

Click the Next button to continue.

10. Click Finish to exit the Wizard.

Basic Task Wizard

11. Configure the task to run with highest privileges by enabling the checkbox at the bottom of the window. Also, make sure that the “Run whether user is logged on or not” option is selected.

Rescan Properties

12. Switch to the Triggers tab. Verify that the trigger on event 788 is set up correctly.

13. Click New and add other triggers by Event ID 782, 769, 773, and 817.

New Trigger

14. All added triggers should look like in the picture below.

Rescan Esxi

15. Switch to the Actions tab and verify the parameters for the task.

Rescan Properties

Press OK and type in the credentials for the user whose rights will be used to execute the command.

16. Perform the same steps on another StarWind VM, specifying the corresponding settings.

Datacenter and Cluster creating

Creating Datacenter

NOTE: Creating Datacenter requires deployment of vCenter prior to this step. In case of deploying vCenter as a virtual machine (vCenter Server Appliance) located on the local storage it is recommended to move vCenter to a StarWind HA datastore after its creation.

1. Connect to vCenter, select the Getting Started tab, click on Create Datacenter, and enter the Datacenter name.

New Datacenter

Creating Cluster

2. Click the Datacenter’s Getting Started tab and click Create a cluster. Enter the name of the cluster and click Next.

New Cluster
Adding Hosts to Cluster

3. Open the Cluster tab and click on Add a host.

4. Enter the name or IP address of the ESXi host and its administrative account.

Add Host

5. Lockdown mode is not enabled by default.

Lockdown Mode

6. Assign the License from the Licensing tab.

7. Turn on vSphere HA by clicking on Cluster -> Configure -> Edit

Edit Cluster Setting

Preparing Datastores

Adding Discover Portals

1. To connect the previously created devices to the ESXi host, click on the Storage -> Adapters -> Configure iSCSI and choose the Enabled option to enable Software iSCSI storage adapter.

Discover Portal

2. In the Configure iSCSI window, under Dynamic Targets, click on the Add dynamic target button to specify iSCSI interfaces.

Add port

3. Enter the iSCSI IP addresses of all StarWind nodes for the iSCSI traffic.

Add dynamic target ESXI

Add dynamic target ESXI

Confirm the actions by pressing Save configuration.

4. The result should look like in the image below.

Configure iSCSI

5. Click on the Rescan button to rescan storage.

Rescan

6. Now, the previously created StarWind devices are visible to the system.

7. Repeat all the steps from this section on the other ESXi host, specifying corresponding IP addresses for the iSCSI subnet.

Creating Datastores

1. Open the Storage tab on one of the hosts and click on New Datastore.

Creating datastore

2. Specify the datastore name, select the previously discovered StarWind device, and click on Next.

Select Device

3. Enter datastore size. Click on Next.

Partitioning Options

4. Verify the settings. Click on Finish.

New Datastore

5. Add another datastore (DS2) in the same way but select the second device for it.

6. Verify that storage (DS1, DS2) is connected to both hosts. Otherwise, rescan the storage adapter.

Datastores

7. Path Selection Policy changing for Datastores from Most Recently Used (VMware) to Round Robin (VMware) has been already added into the Rescan Script, and this action is performed automatically. For checking and changing this parameter manually, the hosts should be connected to vCenter.

8. Multipathing configuration can be checked only from vCenter. To check it, click the Configure button, choose the Storage Devices tab, select the device, and click on the Edit Multipathing button.

Configure MPIO

Round Robin

Performance Tweaks

1. Click on the Configuration tab on all of the ESXi hosts and choose Advanced Settings.

Advanced Settings

2. Select Disk and change the Disk.DiskMaxIOSize parameter to 512.

Disk.DiskMaxIOSize

NOTE: In certain cases, in Virtual Machine, Windows event log may report an error similar to “Reset to device, \Device\RaidPort0, was issued”. Check this KB acticle for a possible solution.

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